7 days ago
Blaming declining mall traffic for retail store failures ignores what's actually happening.
"Malls' H1 2026 momentum continued going into the second half of the year, with year-over-year (YoY) visits to shopping centers up across all three formats ******* yzed (indoor, open-air, and outlet) in July 2026," according to data from Placer.ai.
Retailers like Claire's, Joann, and Macy's, which have either fully closed or have shut down dozens of locations, may have failed to capitalize on mall foot traffic, but it's unfair to say that people did not visit malls.
"Open-air shopping centers — which have led the category since the beginning of the year — continued their outperformance, with YoY traffic up 5.1%, followed closely by indoor malls (+4.3%)," the data showed.
Francesca's, a mall staple since its launch in 1999, closed all its more than 450 stores in March and has now received court permission to liquidate its remaining ******* ets.
#year #mall #continued #indoor
"Malls' H1 2026 momentum continued going into the second half of the year, with year-over-year (YoY) visits to shopping centers up across all three formats ******* yzed (indoor, open-air, and outlet) in July 2026," according to data from Placer.ai.
Retailers like Claire's, Joann, and Macy's, which have either fully closed or have shut down dozens of locations, may have failed to capitalize on mall foot traffic, but it's unfair to say that people did not visit malls.
"Open-air shopping centers — which have led the category since the beginning of the year — continued their outperformance, with YoY traffic up 5.1%, followed closely by indoor malls (+4.3%)," the data showed.
Francesca's, a mall staple since its launch in 1999, closed all its more than 450 stores in March and has now received court permission to liquidate its remaining ******* ets.
#year #mall #continued #indoor
8 days ago
US stocks sank on Thursday morning as oil prices and Treasury yields continued to climb and investors ******* sed fresh wholesale inflation data.
The Dow Jones Industrial Average (^DJI) fell 0.5%, while the S&P 500 (^GSPC) fell 0.4%. The tech-heavy Nasdaq Composite (^IXIC) dropped 0.5%, with all three indexes deepening losses from the past three days.
Stocks have cooled this week as oil prices topped $105 per barrel after Iran targeted US Navy warships in the latest escalation in the Middle East conflict. The move higher in oil has helped support rising Treasury yields. The 10-year yield (^TNX) hit a three-year high on Wednesday after the Treasury Department announced it would buy up to $6 billion in longer-term debt.
President Trump said Wednesday that oil prices may not come down until after the midterm elections two months away. The ongoing US-Iran war and disruptions in the Strait of Hormuz have raised concerns that an energy shock could flow into broader inflation and all but force the Federal Reserve to raise interest rates.
On Thursday, wholesale inflation data showed producer prices rose on a monthly and yearly basis, largely in line with expectations, setting the stage for the government's consumer inflation report, due out Friday. The Producer Price Index rose 5.4% year-on-year, and 4.6% on a core basis.
#three
The Dow Jones Industrial Average (^DJI) fell 0.5%, while the S&P 500 (^GSPC) fell 0.4%. The tech-heavy Nasdaq Composite (^IXIC) dropped 0.5%, with all three indexes deepening losses from the past three days.
Stocks have cooled this week as oil prices topped $105 per barrel after Iran targeted US Navy warships in the latest escalation in the Middle East conflict. The move higher in oil has helped support rising Treasury yields. The 10-year yield (^TNX) hit a three-year high on Wednesday after the Treasury Department announced it would buy up to $6 billion in longer-term debt.
President Trump said Wednesday that oil prices may not come down until after the midterm elections two months away. The ongoing US-Iran war and disruptions in the Strait of Hormuz have raised concerns that an energy shock could flow into broader inflation and all but force the Federal Reserve to raise interest rates.
On Thursday, wholesale inflation data showed producer prices rose on a monthly and yearly basis, largely in line with expectations, setting the stage for the government's consumer inflation report, due out Friday. The Producer Price Index rose 5.4% year-on-year, and 4.6% on a core basis.
#three
0.00$ raised of 0.00$ goal
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to go
12 days ago
On August 3, Alexandria Real Estate Equities (NYSE:ARE) reported a Q2 2026 net loss of $0.43 per diluted share, narrower than the $0.64 loss posted a year earlier, while first-half net income swung to $1.68 per share from a loss of $0.71 in H1 2025. Funds from operations, the metric real estate investors watch most closely, moved the other way. Second-quarter FFO per share, as adjusted, fell to $1.73 from $2.33, and first-half FFO per share dropped to $3.46 from $4.63.
Leasing activity picked up meaningfully in the second quarter. Alexandria signed 1,038,917 rentable square feet of leases in Q2 2026, a 60% jump from the first quarter and roughly 87,000 square feet above its trailing quarterly average. Three-quarters of that leasing activity over the trailing twelve months came from existing tenants, and once executed leases with future occupancy are counted, total occupancy climbs to 90.9% from the reported 86.9%. Tenant quality remains a selling point too: 80% of annual rental revenue comes from the company's Megacampus platform, and 57% comes from investment-grade or publicly traded large-cap tenants, with 99.9% of second-quarter rents and receivables collected as of August 3.
The balance sheet backs that stability up. Alexandria holds $3.60 billion in liquidity and just extended its $5.0 billion unsecured line of credit to 2032 at a lower borrowing rate of SOFR plus 0.725%, down from SOFR plus 0.835%. Only 6% of total debt matures through 2028, and the company's 9.7-year weighted-average remaining debt term is the longest among S&P 500 REITs. General and administrative expenses fell 17.4% from Q2 2024, even after a year-over-year uptick, and the company maintained its $0.72 per share quarterly dividend, a 5.4% yield as of June 30.
The numbers behind the improved per-share figures are less reassuring on closer look. Same-property net operating income fell 10.6% in the second quarter and 11.5% for the first half, driven largely by occupancy declines tied to lease expirations. Operating occupancy slipped from 87.7% at the end of March to 86.9% at the end of June, and the current-period average occupancy of 87.1% compares with 92.6% a year earlier. Lease renewals aren't helping much either: rental rate changes on renewed and re-leased **** e fell 0.7% in the second quarter and 15.0% in the first quarter, with cash-basis declines of 4.3% and 15.8%, respectively.
Leverage remains elevated in the near term. Net debt and preferred stock to Adjusted EBITDA stood at 7.0x on a Q2 2026 annualized basis, well above the company's 5.6x to 6.2x target for the fourth quarter, which depends on completing $2.9 billion in planned dispositions and other capital sources. General and administrative expenses rose 26.5% from Q2 2025 to $36.9 million. The company also recorded $222.5 million of real estate impairment charges in the quarter and continues to evaluate the business and financial strategy for five development and redevelopment projects totaling 1.4 mill
Leasing activity picked up meaningfully in the second quarter. Alexandria signed 1,038,917 rentable square feet of leases in Q2 2026, a 60% jump from the first quarter and roughly 87,000 square feet above its trailing quarterly average. Three-quarters of that leasing activity over the trailing twelve months came from existing tenants, and once executed leases with future occupancy are counted, total occupancy climbs to 90.9% from the reported 86.9%. Tenant quality remains a selling point too: 80% of annual rental revenue comes from the company's Megacampus platform, and 57% comes from investment-grade or publicly traded large-cap tenants, with 99.9% of second-quarter rents and receivables collected as of August 3.
The balance sheet backs that stability up. Alexandria holds $3.60 billion in liquidity and just extended its $5.0 billion unsecured line of credit to 2032 at a lower borrowing rate of SOFR plus 0.725%, down from SOFR plus 0.835%. Only 6% of total debt matures through 2028, and the company's 9.7-year weighted-average remaining debt term is the longest among S&P 500 REITs. General and administrative expenses fell 17.4% from Q2 2024, even after a year-over-year uptick, and the company maintained its $0.72 per share quarterly dividend, a 5.4% yield as of June 30.
The numbers behind the improved per-share figures are less reassuring on closer look. Same-property net operating income fell 10.6% in the second quarter and 11.5% for the first half, driven largely by occupancy declines tied to lease expirations. Operating occupancy slipped from 87.7% at the end of March to 86.9% at the end of June, and the current-period average occupancy of 87.1% compares with 92.6% a year earlier. Lease renewals aren't helping much either: rental rate changes on renewed and re-leased **** e fell 0.7% in the second quarter and 15.0% in the first quarter, with cash-basis declines of 4.3% and 15.8%, respectively.
Leverage remains elevated in the near term. Net debt and preferred stock to Adjusted EBITDA stood at 7.0x on a Q2 2026 annualized basis, well above the company's 5.6x to 6.2x target for the fourth quarter, which depends on completing $2.9 billion in planned dispositions and other capital sources. General and administrative expenses rose 26.5% from Q2 2025 to $36.9 million. The company also recorded $222.5 million of real estate impairment charges in the quarter and continues to evaluate the business and financial strategy for five development and redevelopment projects totaling 1.4 mill
13 days ago
Kevin O'Leary has made his frugality almost as famous as his bluntness. The Shark Tank investor recently went viral standing in a Walmart aisle, comparing Bounty paper towel pack sizes and showing off the $29 black jeans he wears regularly. "Inflation affects all of us," he said in the Instagram video. "Saving dough is the name of the game."
But there's a category where Mr. Wonderful doesn't save dough, and it will surprise you.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#shark #tank #walmart
But there's a category where Mr. Wonderful doesn't save dough, and it will surprise you.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#shark #tank #walmart
14 days ago
There are a lot of great exchange-traded funds (ETFs) out there these days, tracking everything from major indexes to niches, including artificial intelligence ETFs.
But if I had $1,000 to put toward just one ETF right now, I wouldn't hesitate to put it toward the Vanguard S&P 500 ETF (NYSEMKT: VOO). The benefits of a low-cost fund, spreading my money across all market sectors, and experiencing the long-term gains generated by the S&P 500 are just too good to pass up.
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 »
This Vanguard ETF is my largest holding right now, and it's where I'd start if I had only $1,000 to invest. Here's why.
Index funds like the Vanguard S&P 500 spread your money across the largest 500 publicly traded companies in the U.S., giving your portfolio exposure to tech companies, consumer goods stocks, industrial and energy companies, and more.
#toward
But if I had $1,000 to put toward just one ETF right now, I wouldn't hesitate to put it toward the Vanguard S&P 500 ETF (NYSEMKT: VOO). The benefits of a low-cost fund, spreading my money across all market sectors, and experiencing the long-term gains generated by the S&P 500 are just too good to pass up.
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 »
This Vanguard ETF is my largest holding right now, and it's where I'd start if I had only $1,000 to invest. Here's why.
Index funds like the Vanguard S&P 500 spread your money across the largest 500 publicly traded companies in the U.S., giving your portfolio exposure to tech companies, consumer goods stocks, industrial and energy companies, and more.
#toward
14 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Running out of savings in old age is the biggest fear for many retirees. In fact, 67% of Americans are more worried about outliving their money than death itself, according to an Allianz Life study (1).
This persistent fear of a drained bank account could be pushing millions of seniors into uncomfortably tight budgets or risky personal finance behavior, but here's the strange part: the data says most retirees never come close to running out.
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
#fear #retirees #americans
Running out of savings in old age is the biggest fear for many retirees. In fact, 67% of Americans are more worried about outliving their money than death itself, according to an Allianz Life study (1).
This persistent fear of a drained bank account could be pushing millions of seniors into uncomfortably tight budgets or risky personal finance behavior, but here's the strange part: the data says most retirees never come close to running out.
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
#fear #retirees #americans
15 days ago
The market is flooded with names that claim to be AI companies. The word "AI-powered" is enough to get the attention of the Street, but some believe those days are going to be history soon as investors become jittery about massive CapEx and ROI-related fears.
To find out where retail investors are actually putting money for the long haul, we scoured Reddit threads and discussions on the r/stockstobuytoday community and picked two stocks retail investors on Reddit said they are buying for the next five years. These are International Business Machines Corporation (NYSE:IBM) and Alphabet Inc. (NASDAQ:GOOG). In this article, we will focus on IBM.
Retail investors on Reddit say they like IBM because they believe small quantum startups won't be able to raise enough development money or handle regulation, while IBM is already embedded in enterprise accounts with a strong reputation. They also like the stock's valuation and dividend.
Valuation
IBM has a forward non-GAAP P/E of 19.12, which is 15.72% below the sector median of 22.69 and 5.85% above IBM's own five-year average of 18.07. Forward GAAP P/E of 23.13 sits 21.10% under the sector and 17.03% below IBM's five-year average of 27.88. Forward EV/EBITDA of 13.85 is 5.46% under the sector median and 5.86% above IBM's own history.
#retail #enough #believe
To find out where retail investors are actually putting money for the long haul, we scoured Reddit threads and discussions on the r/stockstobuytoday community and picked two stocks retail investors on Reddit said they are buying for the next five years. These are International Business Machines Corporation (NYSE:IBM) and Alphabet Inc. (NASDAQ:GOOG). In this article, we will focus on IBM.
Retail investors on Reddit say they like IBM because they believe small quantum startups won't be able to raise enough development money or handle regulation, while IBM is already embedded in enterprise accounts with a strong reputation. They also like the stock's valuation and dividend.
Valuation
IBM has a forward non-GAAP P/E of 19.12, which is 15.72% below the sector median of 22.69 and 5.85% above IBM's own five-year average of 18.07. Forward GAAP P/E of 23.13 sits 21.10% under the sector and 17.03% below IBM's five-year average of 27.88. Forward EV/EBITDA of 13.85 is 5.46% under the sector median and 5.86% above IBM's own history.
#retail #enough #believe
15 days ago
Global, Domestic, or Hybrid: What's Right for Your Supply Chain?
Global sourcing has offered advantages in cost, scale, and supplier capabilities. But rising uncertainty, transportation disruption, inventory pressure, and changing customer expectations are forcing companies to look beyond unit cost.
Is your current supply chain model still the right fit?
In the G3 Logistics whitepaper, Why Going Global Isn't Always the Right Call, discover how to evaluate global, domestic, and hybrid supply chain strategies based on the factors that matter across your entire network.
Download the whitepaper to learn how to:
#cost
Global sourcing has offered advantages in cost, scale, and supplier capabilities. But rising uncertainty, transportation disruption, inventory pressure, and changing customer expectations are forcing companies to look beyond unit cost.
Is your current supply chain model still the right fit?
In the G3 Logistics whitepaper, Why Going Global Isn't Always the Right Call, discover how to evaluate global, domestic, and hybrid supply chain strategies based on the factors that matter across your entire network.
Download the whitepaper to learn how to:
#cost
16 days ago
PG&E (PGC) is on track to close meaningfully lower on Aug. 31 after Wells Fargo downgraded the utility company to "Equal Weight" and lowered its price target to $24. While ******* yst Shahriar Pourreza's revised price target still implies about an 80% upside from here, the downgrade signals a pivot to a far more cautious stance.
Following today's decline, PG&E stock is down about 30% versus its year-to-date high.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#equal
Following today's decline, PG&E stock is down about 30% versus its year-to-date high.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#equal
16 days ago
New York-based Verizon Communications Inc. (VZ) engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide. The company has a market cap of $208.2 billion and operates in two segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business).
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." VZ fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the telecom services industry.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.
#market
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." VZ fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the telecom services industry.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.
#market
19 days ago
On August 20, Hovnanian Enterprises (NYSE:HOV) reported third-quarter results that told two different stories at once. Revenue fell to $705.7 million from $800.6 million a year earlier, and the company posted a net loss of $0.70 per diluted share. Yet backlog value rose 5.1% year over year to $881.9 million, and management pointed to record land efficiency and a widening margin trend as evidence the business is being rebuilt for a different market. The gap between the near-term numbers and the longer-term setup is where this story gets interesting.
Hovnanian's adjusted homebuilding gross margin climbed to 14.6% in the quarter, up from a first-quarter trough, and management guided to 15% to 16.5% in the fourth quarter as newer, more recently underwritten communities make up a larger share of deliveries. Those communities were priced with today's higher incentive environment already built in, rather than ***** umptions from years ago when incentives were lower. The company's land position backs up that shift: 87% of controlled lots are now optioned rather than owned, the highest share in company history, up from 46% a decade earlier, freeing up capital and letting Hovnanian walk away from deals that no longer pencil out.
Total liquidity stood at $379.8 million, well above the company's own target range of $170 million to $245 million, while quick move-in inventory dropped 19.3% year over year to 820 homes as production was matched to actual sales pace. Contracts per community came in at 9.4, which management says ranks third among peers reporting similar periods. Demand also firmed lately: website traffic in July 2026 hit its highest level for that month since 2019, and month-to-date contracts in August ran 3% ahead of last year. To capture more of that traffic, Hovnanian hired active adult lifestyle veteran Deborah Blake to sharpen its Four Seasons brand as it pushes further into move-up and active adult buyers.
The quarter's headline numbers were rougher than the backlog alone suggests. Revenue fell from $800.6 million to $705.7 million, and Hovnanian swung to an adjusted pretax loss of $2.3 million, driven largely by delayed deliveries at newer joint venture projects that pulled unconsolidated joint venture income below expectations. That shortfall also broke a long streak: it was the first time in 23 quarters that adjusted pretax income landed below the company's own guidance range. Consolidated domestic contracts slipped 4.6% year over year to 1,155 homes, which management attributed to political and financial volatility keeping potential buyers on the sidelines.
#quarter #Share
Hovnanian's adjusted homebuilding gross margin climbed to 14.6% in the quarter, up from a first-quarter trough, and management guided to 15% to 16.5% in the fourth quarter as newer, more recently underwritten communities make up a larger share of deliveries. Those communities were priced with today's higher incentive environment already built in, rather than ***** umptions from years ago when incentives were lower. The company's land position backs up that shift: 87% of controlled lots are now optioned rather than owned, the highest share in company history, up from 46% a decade earlier, freeing up capital and letting Hovnanian walk away from deals that no longer pencil out.
Total liquidity stood at $379.8 million, well above the company's own target range of $170 million to $245 million, while quick move-in inventory dropped 19.3% year over year to 820 homes as production was matched to actual sales pace. Contracts per community came in at 9.4, which management says ranks third among peers reporting similar periods. Demand also firmed lately: website traffic in July 2026 hit its highest level for that month since 2019, and month-to-date contracts in August ran 3% ahead of last year. To capture more of that traffic, Hovnanian hired active adult lifestyle veteran Deborah Blake to sharpen its Four Seasons brand as it pushes further into move-up and active adult buyers.
The quarter's headline numbers were rougher than the backlog alone suggests. Revenue fell from $800.6 million to $705.7 million, and Hovnanian swung to an adjusted pretax loss of $2.3 million, driven largely by delayed deliveries at newer joint venture projects that pulled unconsolidated joint venture income below expectations. That shortfall also broke a long streak: it was the first time in 23 quarters that adjusted pretax income landed below the company's own guidance range. Consolidated domestic contracts slipped 4.6% year over year to 1,155 homes, which management attributed to political and financial volatility keeping potential buyers on the sidelines.
#quarter #Share
20 days ago
The tech-heavy Nasdaq composite spent the entire session as the best-performing among major indexes Thursday as Wall Street reacted to big earnings reports, with Nvidia (NVDA), Salesforce (CRM) and CrowdStrike (CRWD) soaring on the stock market today. Nvidia broke out past a proper buy point.
The Dow Jones Industrial Average saw a mild gain get whittled during the final hour of regular-session trading. The blue-chip index closed up 105 points, or 0.2%, at 53,569. Gains were led by its tech components, including Nvidia, Salesforce, IBM (IBM) and Microsoft (MSFT).
The S&P 500 moved up 0.7% to 7,730, padding early gains. Yet technology served as the only one of its 11 sectors that gained ground. But the State Street SPDR S&P Metals (XME) exchange-traded fund sped 2.2% ahead, marking a two-month high. The Nasdaq accelerated its gain during the session and ended the session at 26,541, up 1.6%. The Nasdaq-100 index moved higher by nearly 1.4%.
Small caps also made a minor gain, with the Russell 2000 up almost 0.3% to close at 3,014. Volume was 5% to 6% higher than on Wednesday on both the Nasdaq exchange and the New York Stock Exchange. The NYSE composite fell 0.4% but traded off a session low of 24,596. It closed at 24,649, up 12% year to date.
The Nasdaq composite holds a 14.2% gain since Jan. 1.
#exchange #salesforce #gains
The Dow Jones Industrial Average saw a mild gain get whittled during the final hour of regular-session trading. The blue-chip index closed up 105 points, or 0.2%, at 53,569. Gains were led by its tech components, including Nvidia, Salesforce, IBM (IBM) and Microsoft (MSFT).
The S&P 500 moved up 0.7% to 7,730, padding early gains. Yet technology served as the only one of its 11 sectors that gained ground. But the State Street SPDR S&P Metals (XME) exchange-traded fund sped 2.2% ahead, marking a two-month high. The Nasdaq accelerated its gain during the session and ended the session at 26,541, up 1.6%. The Nasdaq-100 index moved higher by nearly 1.4%.
Small caps also made a minor gain, with the Russell 2000 up almost 0.3% to close at 3,014. Volume was 5% to 6% higher than on Wednesday on both the Nasdaq exchange and the New York Stock Exchange. The NYSE composite fell 0.4% but traded off a session low of 24,596. It closed at 24,649, up 12% year to date.
The Nasdaq composite holds a 14.2% gain since Jan. 1.
#exchange #salesforce #gains
21 days ago
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like QUALCOMM Incorporated (NASDAQ:QCOM). QUALCOMM Incorporated (NASDAQ:QCOM) develops wireless technologies and semiconductor solutions powering smartphones, automotive systems, and connected devices worldwide. The one-month return of QUALCOMM Incorporated (NASDAQ:QCOM) was 11.63% while its shares traded between $121.99 and $259.92 over the last 52 weeks. On August 27, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) stock closed at approximately $163.72 per share, with a market capitalization of about $176.00 billion.
Aristotle Value Equity Fund stated the following regarding QUALCOMM Incorporated (NASDAQ:QCOM) in its Q2 2026 investor letter:
QUALCOMM Incorporated (NASDAQ:QCOM), a leading semiconductor and communications technology company, was the largest contributor for the quarter. Shares recovered as management indicated that the inventory adjustments and production constraints resulting from higher memory costs were progressing largely as expected and that handset revenues from Chinese customers were expected to reach a bottom. As we noted last quarter, we believed these headwinds to be cyclical rather than structural and did not alter our long-term investment thesis. The company also continued to make progress on its long-term strategy of evolving from a handset-centric company into a broader provider of connected computing technologies. Automotive revenue reached another record high, while Internet of Things (IoT) and newer businesses such as AI-enabled PCs, industrial applications, and data center computing continue to represent a growing portion of the company and remain central to its long-term diversification strategy. We believe Qualco
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like QUALCOMM Incorporated (NASDAQ:QCOM). QUALCOMM Incorporated (NASDAQ:QCOM) develops wireless technologies and semiconductor solutions powering smartphones, automotive systems, and connected devices worldwide. The one-month return of QUALCOMM Incorporated (NASDAQ:QCOM) was 11.63% while its shares traded between $121.99 and $259.92 over the last 52 weeks. On August 27, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) stock closed at approximately $163.72 per share, with a market capitalization of about $176.00 billion.
Aristotle Value Equity Fund stated the following regarding QUALCOMM Incorporated (NASDAQ:QCOM) in its Q2 2026 investor letter:
QUALCOMM Incorporated (NASDAQ:QCOM), a leading semiconductor and communications technology company, was the largest contributor for the quarter. Shares recovered as management indicated that the inventory adjustments and production constraints resulting from higher memory costs were progressing largely as expected and that handset revenues from Chinese customers were expected to reach a bottom. As we noted last quarter, we believed these headwinds to be cyclical rather than structural and did not alter our long-term investment thesis. The company also continued to make progress on its long-term strategy of evolving from a handset-centric company into a broader provider of connected computing technologies. Automotive revenue reached another record high, while Internet of Things (IoT) and newer businesses such as AI-enabled PCs, industrial applications, and data center computing continue to represent a growing portion of the company and remain central to its long-term diversification strategy. We believe Qualco
21 days ago
Nvidia (NVDA) investors are heading into an earnings release where even a normal stock move might move more money than most publicly traded firms are worth.
Options traders are pricing in a move of around 5.4% in either direction after Nvidia announces fiscal second-quarter data on Wednesday, Aug. 26. That amounts to more than $280 billion in market value, given Nvidia's huge valuation, Reuters said.
That number matters to more than just traders owning Nvidia stock. Nvidia is one of the largest businesses in key U.S. indexes, so its moves can ripple through index funds, technology funds, and the investment portfolios of regular individuals.
As of July 31, Nvidia was the largest component of the S&P 500 Information Technology index, according to S&P Dow Jones Indices.
But the size of the $280 billion amount is not surprising. That's why Wall Street seems to be reasonably cool about it.
#move #billion #nvda
Options traders are pricing in a move of around 5.4% in either direction after Nvidia announces fiscal second-quarter data on Wednesday, Aug. 26. That amounts to more than $280 billion in market value, given Nvidia's huge valuation, Reuters said.
That number matters to more than just traders owning Nvidia stock. Nvidia is one of the largest businesses in key U.S. indexes, so its moves can ripple through index funds, technology funds, and the investment portfolios of regular individuals.
As of July 31, Nvidia was the largest component of the S&P 500 Information Technology index, according to S&P Dow Jones Indices.
But the size of the $280 billion amount is not surprising. That's why Wall Street seems to be reasonably cool about it.
#move #billion #nvda
22 days ago
On August 20, Futu Holdings Limited (NASDAQ:FUTU) reported the strongest quarter in its history, with trading volume pushing past HK$6 trillion for the first time. Buried inside those numbers, though, is a reminder that the company's oldest and largest client base isn't as untouchable as it once looked, with **** et outflows tied to new compliance rules. The result is a business firing on nearly every cylinder except the one investors have relied on the longest.
Futu's headline numbers back up the enthusiasm. Total revenue climbed 35.6% year over year to HK$7.2 billion, while net income jumped 41.6% to HK$3.6 billion, pushing net margin to 50.6%. Total trading volume rose 78.8% year over year to a record HK$6.42 trillion, with U.S. stock trading volume up 67.2% sequentially to HK$5.02 trillion as clients piled into semiconductor and artificial intelligence names. Client **** ets grew even faster than trading activity, up 43.6% year over year to HK$1.4 trillion, and margin financing and securities lending balances jumped 85.1% to HK$95.1 billion as an active Hong Kong IPO market encouraged clients to lean on leverage.
The growth isn't confined to trading. Net new funded accounts rose 23.7% year over year to 252,000, led by Malaysia, where the business reached operating breakeven for the first time. Futu also picked up a Type A securities license from Thailand's regulator, its third market launch in the ASEAN region, and became the first Hong Kong broker approved for securities-backed margin financing tied to virtual **** ets under an upgraded Type 1 license. In the U.S., moomoo's newly launched prediction markets generated more than $200 million in trade volume in their first month, while Futu's IPO business served nearly 60% of new Hong Kong listings during the quarter.
Not every part of the story is expanding. Chairman Leaf Li acknowledged that **** ulative **** et outflows tied to new regulations came to a mid-single-digit percentage of total client **** ets, the result of compliance-driven adjustments and risk-off sentiment among the company's Mainland Chinese clients. Growth is also getting more expensive to buy. Customer acquisition cost rose sequentially to HK$2,600 as new regulatory developments weighed on net new funded accounts.
Profitability showed some strain too, with gross margin slipping to 86.3% from 87.4% a year earlier as processing and cloud service fees increased, while operating expenses rose 35.1% year over year as research and development, selling and marketing, and general administrative costs all climbed on investments in AI, Web 3 initiatives, and international expansion. Even the brokerage business had a trade-off, as blended commission rates fell because a larger share of trading shifted into lower-margin U.S. stocks and options.
#Margin
Futu's headline numbers back up the enthusiasm. Total revenue climbed 35.6% year over year to HK$7.2 billion, while net income jumped 41.6% to HK$3.6 billion, pushing net margin to 50.6%. Total trading volume rose 78.8% year over year to a record HK$6.42 trillion, with U.S. stock trading volume up 67.2% sequentially to HK$5.02 trillion as clients piled into semiconductor and artificial intelligence names. Client **** ets grew even faster than trading activity, up 43.6% year over year to HK$1.4 trillion, and margin financing and securities lending balances jumped 85.1% to HK$95.1 billion as an active Hong Kong IPO market encouraged clients to lean on leverage.
The growth isn't confined to trading. Net new funded accounts rose 23.7% year over year to 252,000, led by Malaysia, where the business reached operating breakeven for the first time. Futu also picked up a Type A securities license from Thailand's regulator, its third market launch in the ASEAN region, and became the first Hong Kong broker approved for securities-backed margin financing tied to virtual **** ets under an upgraded Type 1 license. In the U.S., moomoo's newly launched prediction markets generated more than $200 million in trade volume in their first month, while Futu's IPO business served nearly 60% of new Hong Kong listings during the quarter.
Not every part of the story is expanding. Chairman Leaf Li acknowledged that **** ulative **** et outflows tied to new regulations came to a mid-single-digit percentage of total client **** ets, the result of compliance-driven adjustments and risk-off sentiment among the company's Mainland Chinese clients. Growth is also getting more expensive to buy. Customer acquisition cost rose sequentially to HK$2,600 as new regulatory developments weighed on net new funded accounts.
Profitability showed some strain too, with gross margin slipping to 86.3% from 87.4% a year earlier as processing and cloud service fees increased, while operating expenses rose 35.1% year over year as research and development, selling and marketing, and general administrative costs all climbed on investments in AI, Web 3 initiatives, and international expansion. Even the brokerage business had a trade-off, as blended commission rates fell because a larger share of trading shifted into lower-margin U.S. stocks and options.
#Margin
23 days ago
US stocks closed mixed on Monday as semiconductor stocks fell and Treasury Secretary Scott Bessent announced "Operation Economic Outcast" — a series of expanded sanctions aimed at squeezing Iran.
The S&P 500 (^GSPC) declined by about 0.3%, and the tech-heavy Nasdaq Composite (^IXIC) dropped roughly 0.8%. The Dow Jones Industrial Average (^DJI) rose by 0.3% as the lone index in the green after the major indexes posted weekly declines.
Investors rotated out of tech names as semiconductor stocks came under pressure. Sandisk (SNDK), Micron (MU), and other memory chip stocks dropped following a report over the weekend that Nvidia (NVDA) plans to raise prices for some of its AI servers.
Stocks were little changed, however, after Bessent outlined a plan to "sever every economic lifeline" to Iran and isolate the nation. In a press conference on Monday afternoon, Bessent detailed expanded sanctions on Iran and on any country that deals economically with it, stating that countries with ties to the regime will be "removed from the US dollar system."
That raised questions about the US's already tenuous relationship with China, which is the primary buyer of Iranian oil. While Bessent declined to discuss the specifics of individual countries, he emphasized that "no one is above the reach of US sanctions."
#stocks #bessent #semiconductor #Tech
The S&P 500 (^GSPC) declined by about 0.3%, and the tech-heavy Nasdaq Composite (^IXIC) dropped roughly 0.8%. The Dow Jones Industrial Average (^DJI) rose by 0.3% as the lone index in the green after the major indexes posted weekly declines.
Investors rotated out of tech names as semiconductor stocks came under pressure. Sandisk (SNDK), Micron (MU), and other memory chip stocks dropped following a report over the weekend that Nvidia (NVDA) plans to raise prices for some of its AI servers.
Stocks were little changed, however, after Bessent outlined a plan to "sever every economic lifeline" to Iran and isolate the nation. In a press conference on Monday afternoon, Bessent detailed expanded sanctions on Iran and on any country that deals economically with it, stating that countries with ties to the regime will be "removed from the US dollar system."
That raised questions about the US's already tenuous relationship with China, which is the primary buyer of Iranian oil. While Bessent declined to discuss the specifics of individual countries, he emphasized that "no one is above the reach of US sanctions."
#stocks #bessent #semiconductor #Tech
24 days ago
HOOD surged 7% and BULL climbed 4% after Denier reported a 300% spike in retail crypto buy orders following the PDT rule repeal.
ARKF jumped 2% while IBIT gained just 0.6%, proving fintech brokers capture a trading-volume premium that pure Bitcoin spot funds don't.
The old $25,000 PDT threshold locked out most Webull users since average accounts hold just $5,500, and its repeal pushed Q2 revenue to $199M.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Robinhood didn't make the cut. Grab the names FREE today.
Retail brokers are catching a strong bid at midday Tuesday even as the underlying crypto tape barely budges. Robinhood Markets (NASDAQ:HOOD) stock is up 7% to $110.97, while Webull (NASDAQ:BULL) stock is climbing 4% to $8.86. The trigger sits with Webull CEO Anthony Denier, who told CNBC that retail buy orders for the largest cryptocurrencies have exploded since the June 4 repeal of the pattern day trader rule.
#retail #bull
ARKF jumped 2% while IBIT gained just 0.6%, proving fintech brokers capture a trading-volume premium that pure Bitcoin spot funds don't.
The old $25,000 PDT threshold locked out most Webull users since average accounts hold just $5,500, and its repeal pushed Q2 revenue to $199M.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Robinhood didn't make the cut. Grab the names FREE today.
Retail brokers are catching a strong bid at midday Tuesday even as the underlying crypto tape barely budges. Robinhood Markets (NASDAQ:HOOD) stock is up 7% to $110.97, while Webull (NASDAQ:BULL) stock is climbing 4% to $8.86. The trigger sits with Webull CEO Anthony Denier, who told CNBC that retail buy orders for the largest cryptocurrencies have exploded since the June 4 repeal of the pattern day trader rule.
#retail #bull
27 days ago
Jesus Soto Jr., EVP and COO, reported a disposition of 17,075 shares of CenterPoint Energy, Inc. (NYSE:CNP) on Aug. 11, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Shares sold (directly held)
17,075
#shares #centerpoint
Metric
Value
Shares sold (directly held)
17,075
#shares #centerpoint
28 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Nike (NYSE: NKE) has long been one of the most recognizable brands on the planet — a powerhouse that dominated sneakers, apparel and popular culture for decades.
But lately, its story has taken a sharp turn.
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
#moneywise
Nike (NYSE: NKE) has long been one of the most recognizable brands on the planet — a powerhouse that dominated sneakers, apparel and popular culture for decades.
But lately, its story has taken a sharp turn.
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
#moneywise
29 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.
Frasers did not win Hugo Boss outright. But it now owns enough of the company to make the board listen. The hostile bid may have faded, but Mike Ashley's luxury push is still very much alive.
Frasers Group has raised its stake in Hugo Boss to almost 48%, tightening its grip on the German fashion house after a rejected takeover offer.
The U.K. retailer, controlled by Mike Ashley, launched a voluntary €38-per-share cash offer in June for the Hugo Boss shares it did not already own. At the time, Frasers held about 26.1% of the company.
The offer valued the remaining shares at roughly €2 billion, or about €2.7 billion (about $3.7 billion) for the whole company, but Hugo Boss's management and supervisory boards urged shareholders to reject it, calling the bid financially inadequate.
#hugo #billion #shares #tell
Frasers did not win Hugo Boss outright. But it now owns enough of the company to make the board listen. The hostile bid may have faded, but Mike Ashley's luxury push is still very much alive.
Frasers Group has raised its stake in Hugo Boss to almost 48%, tightening its grip on the German fashion house after a rejected takeover offer.
The U.K. retailer, controlled by Mike Ashley, launched a voluntary €38-per-share cash offer in June for the Hugo Boss shares it did not already own. At the time, Frasers held about 26.1% of the company.
The offer valued the remaining shares at roughly €2 billion, or about €2.7 billion (about $3.7 billion) for the whole company, but Hugo Boss's management and supervisory boards urged shareholders to reject it, calling the bid financially inadequate.
#hugo #billion #shares #tell
1 month ago
December soft red winter wheat (ZWZ26) futures present a buying opportunity on more price strength.
See on the daily bar chart for December soft red winter wheat futures that prices are in a fledgling uptrend and have just hit a two-week high. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator is nearing a bullish line crossover signal, as the blue MACD line is trending up and poised to move above the red trigger line very soon. Bulls have the overall near-term technical advantage.
Why Is This Monday Morning Different in the Commodity Complex?
Coffee Prices Soar on Supply Concerns
Corn and Soybean Prices Have a Major Catalyst This Week as the Pro Farmer Crop Tour Kicks Off
#line #winter #wheat #futures
See on the daily bar chart for December soft red winter wheat futures that prices are in a fledgling uptrend and have just hit a two-week high. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator is nearing a bullish line crossover signal, as the blue MACD line is trending up and poised to move above the red trigger line very soon. Bulls have the overall near-term technical advantage.
Why Is This Monday Morning Different in the Commodity Complex?
Coffee Prices Soar on Supply Concerns
Corn and Soybean Prices Have a Major Catalyst This Week as the Pro Farmer Crop Tour Kicks Off
#line #winter #wheat #futures
1 month ago
On the dividend front, the energy sector certainly isn't suffering from the summertime blues, as a plethora of pipeline stocks have delivered higher payouts in recent weeks.
Count Delek Logistics Partners (NYSE: DKL), which operates in some of the most coveted domestic shale regions, is among the recent dividend boosters. On July 22, this midcap midstream company upped its quarterly distribution by half a cent to $1.135 a share.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That doesn't sound like much, but it's worth noting that the July increase marked the third time this year Delek Logistics raised its dividend and the 54th consecutive quarter in which the pipeline stock has done so.
Slight quarterly payout boosts are seen elsewhere in the midstream segment, and smart investors enjoy the like-clockwork dependability of those increases because they know that, over time, all those small increases add up to something substantial. That's certainly the case with Delek Logistics, whose annual dividend in dollar terms is a stout $4.54 per share. To be sure, that's tempting, but there are some other factors to consider.
#NVIDIA #time #flashing #certainly
Count Delek Logistics Partners (NYSE: DKL), which operates in some of the most coveted domestic shale regions, is among the recent dividend boosters. On July 22, this midcap midstream company upped its quarterly distribution by half a cent to $1.135 a share.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That doesn't sound like much, but it's worth noting that the July increase marked the third time this year Delek Logistics raised its dividend and the 54th consecutive quarter in which the pipeline stock has done so.
Slight quarterly payout boosts are seen elsewhere in the midstream segment, and smart investors enjoy the like-clockwork dependability of those increases because they know that, over time, all those small increases add up to something substantial. That's certainly the case with Delek Logistics, whose annual dividend in dollar terms is a stout $4.54 per share. To be sure, that's tempting, but there are some other factors to consider.
#NVIDIA #time #flashing #certainly
1 month ago
By Laura Gottesdiener, Ayose Naranjo and Stefanie Eschenbacher
HAVANA, Aug 11 (Reuters) - Gasoline at $38 a gallon sold from cramped apartments. Diesel hawked on Instagram by a celebrity model to a reggaeton soundtrack. Six decades after Fidel Castro's revolution, all of a sudden, capitalist cracks are appearing in Cuba's communist energy sector.
Under Washington's crippling oil embargo against Cuba, an exception that allows U.S. firms to export fuel to private Cuban businesses has kickstarted a chaotic black market and pried the lid off an energy sector tightly controlled by the state ever since Dwight Eisenhower was in the White House.
Oil shipments from Cuba's traditional suppliers Venezuela and Mexico ended abruptly after the U.S. ousted Venezuelan President Nicolas Maduro in January. U.S. Coast Guard cutters patrol the waters off Cuba, while sanctions and threats have dissuaded tankers from even setting sail.
The embargo has hobbled essential state-run services like the healthcare system, public transport and schools. But under the Commerce Department exception, a trickle of gasoline and diesel is reaching private restaurants, retailers and taxis, the first significant landings of U.S. fuel on the Caribbean island since Castro nationalized refineries after the 1959 revolution.
#cuba #gasoline #energy
HAVANA, Aug 11 (Reuters) - Gasoline at $38 a gallon sold from cramped apartments. Diesel hawked on Instagram by a celebrity model to a reggaeton soundtrack. Six decades after Fidel Castro's revolution, all of a sudden, capitalist cracks are appearing in Cuba's communist energy sector.
Under Washington's crippling oil embargo against Cuba, an exception that allows U.S. firms to export fuel to private Cuban businesses has kickstarted a chaotic black market and pried the lid off an energy sector tightly controlled by the state ever since Dwight Eisenhower was in the White House.
Oil shipments from Cuba's traditional suppliers Venezuela and Mexico ended abruptly after the U.S. ousted Venezuelan President Nicolas Maduro in January. U.S. Coast Guard cutters patrol the waters off Cuba, while sanctions and threats have dissuaded tankers from even setting sail.
The embargo has hobbled essential state-run services like the healthcare system, public transport and schools. But under the Commerce Department exception, a trickle of gasoline and diesel is reaching private restaurants, retailers and taxis, the first significant landings of U.S. fuel on the Caribbean island since Castro nationalized refineries after the 1959 revolution.
#cuba #gasoline #energy
1 month ago
SpaceX (SPCX) closes out a pivotal week solidly in the green, with the stock fighting higher over the past five sessions after reporting its first earnings report as a public company and the largest share unlock in its brief trading history.
The two events amounted to back-to-back stress tests, either of which could have sent the stock sharply lower. Instead, the Elon Musk-led rocket company weathered both.
SpaceX stock jumped 15.8% on Friday for its best day ever, continuing the late-week momentum to finish up nearly 23% for the week. It was **** eX's highest close since July 15th.
Space's big week opened ominously with second quarter results on Tuesday that topped estimates, with revenue and adjusted EBITDA coming in well above expectations - but the stock didn't comply.
The beat wasn't good enough to reassure investors worried about AI capital expenditures ballooning to $15.8 billion in the quarter from $7.7 billion in Q1, and the stock closed down 13.6% on Wednesday, a new all-time closing low.
#quarter
The two events amounted to back-to-back stress tests, either of which could have sent the stock sharply lower. Instead, the Elon Musk-led rocket company weathered both.
SpaceX stock jumped 15.8% on Friday for its best day ever, continuing the late-week momentum to finish up nearly 23% for the week. It was **** eX's highest close since July 15th.
Space's big week opened ominously with second quarter results on Tuesday that topped estimates, with revenue and adjusted EBITDA coming in well above expectations - but the stock didn't comply.
The beat wasn't good enough to reassure investors worried about AI capital expenditures ballooning to $15.8 billion in the quarter from $7.7 billion in Q1, and the stock closed down 13.6% on Wednesday, a new all-time closing low.
#quarter
1 month ago
Emerald Wealth Partners, an independent ****** et and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter's Iran shock faded and oil prices reversed their spike, but the advance remained narrow and concentrated in cyclical semiconductor and memory stocks benefiting from supply constraints. The letter warned that investors were treating peak-cycle earnings as durable, while FOMO, IPO demand, and a US cyclically adjusted P/E ratio near 40 pointed to late-cycle market behavior. Long-term fundamentals are currently undervalued by the market, leading to underperformance in the strategy, notably due to the portfolio's avoidance of low-quality momentum-driven semiconductor stocks, which boosted the benchmark this quarter. It remains focused on enterprise infrastructure, digital platforms, custom silicon, and networking businesses that hold customer relationships, workflow data, distribution, and efficiency advantages, which could allow them to monetize AI rather than be displaced by it. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Emerald Wealth Partners Focused Equity Strategy highlighted ASML Holding N.V. (NASDAQ:ASML). ASML Holding N.V. (NASDAQ:ASML), a lithography solutions provider for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems, contributed 156 bps to the strategy's performance during the quarter. On August 4, 2026, ASML Holding N.V. (NASDAQ:ASML) closed at $1,711.89 per share. One-month return of ASML Holding N.V. (NASDAQ:ASML) was -3.21% and its shares gained 147.76% over the past 52 weeks. ASML Holding N.V. (NASDAQ:ASML) has a market capitalization of $648.21 billion.
Emerald Wealth Partners Focused Equity Strategy stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its Q2 2026 investor letter:
"ASML Holding N.V. (NASDAQ:ASML) rose 51.0%, adding 156 bps benefitting from the euphoria surrounding the semiconductor sector. Its monopoly in advanced lithography remains one of the most durable competitive positions we own. Each new generation of its machines allows chipmakers to pack more transistors into less silicon. This steady improvement in efficiency — better performance per watt, easier thermal management, a lower cost per unit of compute — is what underpins further advances in AI, and every other application where efficient chips matter."
#asml #Equity
In its second-quarter 2026 investor letter, Emerald Wealth Partners Focused Equity Strategy highlighted ASML Holding N.V. (NASDAQ:ASML). ASML Holding N.V. (NASDAQ:ASML), a lithography solutions provider for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems, contributed 156 bps to the strategy's performance during the quarter. On August 4, 2026, ASML Holding N.V. (NASDAQ:ASML) closed at $1,711.89 per share. One-month return of ASML Holding N.V. (NASDAQ:ASML) was -3.21% and its shares gained 147.76% over the past 52 weeks. ASML Holding N.V. (NASDAQ:ASML) has a market capitalization of $648.21 billion.
Emerald Wealth Partners Focused Equity Strategy stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its Q2 2026 investor letter:
"ASML Holding N.V. (NASDAQ:ASML) rose 51.0%, adding 156 bps benefitting from the euphoria surrounding the semiconductor sector. Its monopoly in advanced lithography remains one of the most durable competitive positions we own. Each new generation of its machines allows chipmakers to pack more transistors into less silicon. This steady improvement in efficiency — better performance per watt, easier thermal management, a lower cost per unit of compute — is what underpins further advances in AI, and every other application where efficient chips matter."
#asml #Equity
1 month ago
By Caroline Valetkevitch and Nell Mackenzie
NEW YORK/LONDON, Aug 5 (Reuters) - Major stock indexes were mixed near flat on Wednesday, with declines in shares of ***** eX weighing on the Nasdaq, while U.S. oil prices eased.
In commodity markets, gold prices rose to their highest level in almost seven weeks following recent talks on Iran. Spot gold was last up 4.09% at $4,242.92 an ounce.
Shares of AI and satellite company ***** eX fell more than 8%. The company touted faster-than-expected returns from its AI spending on its first-ever earnings call as a public company, but investors remained concerned about how long its Starlink business could continue to bankroll costly investments.
Chipmaker Advanced Micro Devices shares were down more than 5% as results that beat ***** ysts' estimates failed to meet investors' lofty expectations.
#prices #Gold #valetkevitch #nell
NEW YORK/LONDON, Aug 5 (Reuters) - Major stock indexes were mixed near flat on Wednesday, with declines in shares of ***** eX weighing on the Nasdaq, while U.S. oil prices eased.
In commodity markets, gold prices rose to their highest level in almost seven weeks following recent talks on Iran. Spot gold was last up 4.09% at $4,242.92 an ounce.
Shares of AI and satellite company ***** eX fell more than 8%. The company touted faster-than-expected returns from its AI spending on its first-ever earnings call as a public company, but investors remained concerned about how long its Starlink business could continue to bankroll costly investments.
Chipmaker Advanced Micro Devices shares were down more than 5% as results that beat ***** ysts' estimates failed to meet investors' lofty expectations.
#prices #Gold #valetkevitch #nell
2 months ago
Coinbase Global's (NASDAQ:COIN) just-released quarterly earnings report was an unsteady mix of encouraging news and dispiriting developments. In the first category was the cryptocurrency exchange operator's admirable gain in market share. In the second, it posted key fundamentals that fell short of ******* yst expectations. Consequently, its share price slumped by almost 11% after the report was published.
After a good-news/bad-news quarter like that, it can be tough to determine how to approach a stock. Here's a breakdown of Coinbase's results, and my thoughts on whether its equity is a buy.
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 »
Image source: Getty Images.
Coinbase's second quarter, the results of which were published after market close on Thursday, was headed by a net revenue line of $1.22 billion. This was well down from the nearly $1.5 billion in the same quarter of 2025. It also represented the third quarter in a row that the metric has declined.
#NVIDIA #report #first #market
After a good-news/bad-news quarter like that, it can be tough to determine how to approach a stock. Here's a breakdown of Coinbase's results, and my thoughts on whether its equity is a buy.
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 »
Image source: Getty Images.
Coinbase's second quarter, the results of which were published after market close on Thursday, was headed by a net revenue line of $1.22 billion. This was well down from the nearly $1.5 billion in the same quarter of 2025. It also represented the third quarter in a row that the metric has declined.
#NVIDIA #report #first #market
2 months ago
Securities and Exchange Commission chair Paul Atkins defended a proposal to allow companies to disclose their financial results twice a year, rather than quarterly, in the face of thousands of negative comments urging the agency not to reduce reporting requirements.
"When people say, oh, this could be less transparent or whatnot, we have a one-size-fits-all rule right now," Atkins said.
"What do I tell a pre-revenue biotech company that's gone public and is waiting for the FDA to say yay or nay to that particular product, so they go for sometimes years without showing any revenue. So what am I supposed to tell them? You just have to file a 10Q anyway," he added.
Atkins said allowing the option of twice-a-year filings "gives them a way to make it more responsible, basically, for their investors and the expenses that they have with respect to their disclosures."
The SEC received 200,000 comments, mostly in opposition, particularly from ***** et managers and retail investor advocacy groups. A tracker created by an accounting professor at Ohio State University showed 99.5% of the letters opposed the proposal.
#twice #comments #exchange
"When people say, oh, this could be less transparent or whatnot, we have a one-size-fits-all rule right now," Atkins said.
"What do I tell a pre-revenue biotech company that's gone public and is waiting for the FDA to say yay or nay to that particular product, so they go for sometimes years without showing any revenue. So what am I supposed to tell them? You just have to file a 10Q anyway," he added.
Atkins said allowing the option of twice-a-year filings "gives them a way to make it more responsible, basically, for their investors and the expenses that they have with respect to their disclosures."
The SEC received 200,000 comments, mostly in opposition, particularly from ***** et managers and retail investor advocacy groups. A tracker created by an accounting professor at Ohio State University showed 99.5% of the letters opposed the proposal.
#twice #comments #exchange
