Pfizer (NYSE:PFE) has been a reliable healthcare company to invest in for decades, also providing shareholders with some terrific dividend income along the way. Nowadays, however, it's struggling to attract any investors at all.
While its shares are up over 10% this year, over the past five years, they're still down 35%. Worries about its future growth and the safety of the payout are keeping investors away. Here's why I think that's a mistake, and why it may just be the most underrated dividend stock out there today.
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.
Many investors may scoff at stocks that have high yields, out of fear that they simply are too good to be true, and that a cut could be due. But that isn't always the case. In fact, there can be low and modest-yielding stocks that can be riskier. Yield is not always indicative of risk.

#down #company

Two years of Synopsys (SNPS) earnings calls show management changing what it explains. The company used to open on problems, some outside its control and some its own. The August 2026 call is built around a joint product with Ansys, agentic AI, and a new way to charge for its design IP. Most of that switch is earned, but parts of it are still a promise.
Synopsys Once Opened Its Calls With Bad News
Management used to point to underperformance in the IP business, where expected deals did not arrive, and to challenges at a major foundry customer that were having a sizable impact. The CEO said it plainly on an earlier call: "new export restrictions disrupted design starts in China."
None of that comes up on the August 2026 call. China does not come up. The closest thing to the old worry is that design starts outside AI have stopped declining.
Synopsys Now Leads With Multiphysics Fusion And Agentic AI

#China

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Warren Buffett built one of the world's largest fortunes by investing in businesses he understood, buying at attractive prices and giving those investments plenty of time to grow.
But what would the legendary investor do if he had to start over with just $10,000?
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
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change

#earn

Sinjin Bowron, head of performing credit at Beach Point Capital Management, joins Scarlet Fu on "Bloomberg Real Yield." They discuss the leveraged loan market after the Fed raises rates this week.

#bowron #capital #scarlet

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With all the doom and gloom in the headlines, it's easy to **** ume that most Americans are heading into retirement broke. But the data seems to suggest that many older Americans are actually doing better than expected.
In fact, millions of Americans have accumulated retirement balances of at least $500,000, which could be enough for a relatively comfortable retirement in many parts of the country.
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
A record 45% of central banks plan to grow gold reserves — and many investors are following suit. Get your free gold IRA guide from Priority Gold

#Gold #many #moneywise #jeff

Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index's +21.5% return and the HFRX Equity Hedge Index's +10.3% return. The long book drove performance, generating a 43.2% gross contribution, while average net exposure remained relatively modest at 47%. U.S. economic growth remained resilient despite inflation concerns, elevated energy prices, and geopolitical uncertainty. Markets rallied sharply after easing U.S.-Iran tensions pushed oil prices lower, supporting renewed risk appetite. Small-cap equities benefited significantly, with Information Technology, Industrials, and Health Care leading gains, while Energy declined as crude prices fell. Year to date, the Composite returned +23.7%, slightly ahead of the Russell 2000's +22.6% and well above the HFRI Equity Hedge Index's +9.7%. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Prosper Stars & Stripes highlighted Logitech International S.A. (NASDAQ:LOGI). Logitech International S.A. (NASDAQ:LOGI) is a Swiss technology company that designs, manufactures, and markets software-enabled hardware solutions. On September 14, 2026, Logitech International S.A. (NASDAQ:LOGI) closed at $100.36 per share. Over the past month, Logitech International S.A. (NASDAQ:LOGI) returned 2.09%, and its shares lost 10.65% over the past 52 weeks. Logitech International S.A. (NASDAQ:LOGI) has a market capitalization of $14.14 billion; its stock has traded within a 52-week trading range of $83.32 to $129.66.
Prosper Stars & Stripes stated the following regarding Logitech International S.A. (NASDAQ:LOGI) in its Q2 2026 investor letter:
"This year's market rally has pressured short returns and narrowed the windows to successfully monetize shorts, as we would expect. Certain themes and short ideas do continue to resonate, however. One theme that has had success is the ongoing pressure caused by the investment boom in AI crowding out spending in other areas. We have shorted Universal Display Corp (OLED), Dolby Laboratories (DLB), and Logitech International S.A. (NASDAQ:LOGI) on this theme. We believe cost pressures on technology components such as DRAM to result in higher prices for consumer electronics. This would have a significant impact on back-to-school and holiday spending, the key periods for these companies' end markets. We expect the forecasts that these companies are providing at this time of the year to prove optimistic, as tech cost inflation is unusual. Further, we believe the so-called K-shaped economy, where consumers have felt the pressure of rising costs of living, will continue to squeeze discretionary purchases like these. Rising prices make it nearly impossible to use discounts to stimulate sales, compounding the pressure."

#pr

SpaceX (SPCX), which made a sensational debut on the bourses in June 2026, has been trading relatively sideways since then, although it remains above its initial public offering price (IPO) of $135 per share. This is surprising, considering the company is led by CEO Elon Musk, one of the most volatile and polarizing figures in corporate history whose penchant for making headlines is infamous.
However, on Sept. 21, SPCX stock could get a much-needed boost. Let's take a closer look.
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
Nvidia's Jensen Huang Just Delivered a Huge Vote of Confidence to CoreWeave and Nebius

#however

Wall Street rarely changes its mind about a stock on the day a new phone gets announced. The number an ****** yst publishes is a bet on earnings two or three years out, and a keynote does not move that math on its own.
That's why ****** yst notes pile up in the days before an Apple launch. Firms restate where they stand, walk investors through what they expect on stage, and save the real estimate revisions for the quarter that follows.
Bank of America filed its note on Sept. 8. The rating and the target did not move. What sits underneath them did, however, and that's the part worth reading.
Apple (AAPL) shares closed at $316.22 on Sept. 8, down 1.17% on the session, according to StockAnalysis.com. That leaves the stock roughly 8% below the 52-week high of $344.57 it set in late July, with a market value near $4.61 trillion.
The pattern around these events is well documented. Shares have often drifted lower into a launch and again just after it, then recovered over the following 30 to 60 days, a cycle Bank of America mapped across 24 iPhone launches dating back to 2007.

#America #analyst #launch

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was anchored by the 'Reimagined 200' stores, which outperformed the broader fleet by 80 basis points, validating the strategy of enhanced staffing and curated ***** ortments.
Bloomingdale's achieved its highest second-quarter sales volume in its 154-year history, driven by a 1,700 basis point step-change on a two-year stack as it captures market share in premium and luxury segments.
Management attributed the 9% increase in Average Unit Retail (AUR) to a deliberate shift toward 'fashion authority' positioning, prioritizing better/best brand tiers over high-volume, low-margin units.
The company successfully leveraged enterprise-wide capabilities, such as Macy's is leveraging its marketplace business to fill white-space opportunities, while dermatological skincare brands like SkinCeuticals drove growth at Bluemercury.

#volume #year #management #average

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"People that are against Tariffs are FOOLS!" President Donald Trump posted on Truth Social in November 2025, according to CNN (1). "A dividend of at least $2,000 a person (not including high income people!) will be paid to everyone."
However, the administration hasn't issued an update on this idea since then.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold

#Gold

One of the toughest hurdles for retirees is working out how to pay themselves and then spending the money.
For decades, the pressure has been to save. When the time comes to start drawing on those funds, it can be paralyzing.
Personal finance expert Jean Chatzky has a solution: Use an annuity to provide a paycheck.
To annuitize essentially means to convert a lump sum portion of a retirement account into a contract that pays you a fixed monthly amount for a specified period or for the rest of your life.
The trouble is that annuities sold by insurance companies have a bad undertone for many people. They can be difficult to understand and typically come with a variety of fees. It's hard to know what the real cost is and what the penalties are if you need to tap the money for an emergency.

#spending

Chariot Ltd (AIM:CHAR, OTC:OIGLF) is doubling down on oil production in Angola with a second major transaction alongside Etu Energias and BW Energy. CEO Adonis Pouroulis says the deal follows February's transaction involving Etu Energias and Azule Energy interests in the same blocks.
Metals One PLC (AIM, FRA, OTCQB) has secured a £4 million loan facility from a fund managed by Yorkville Advisors to accelerate its gold-focused growth. MD Daniel Maling says it means the company can grow without diluting shareholders at depressed prices.
Rome Resources Plc (AIM:RMR) has seen contained tin at its Kalayi deposit in the Democratic Republic of Congo jump 45%, with no drop in grade. CEO Paul Barrett says the margin on the project is "fantastic."
Connecting Excellence Group Plc (AQSE:XCE, OTCQB:XCELF) has agreed its first acquisition, a recruitment firm that generated £431,000 in EBITDA in its last financial year. CEO Scott Ellam says the company is targeting profitable, scalable, owner-managed recruitment firms where existing owners want to stay involved.
Tap Global Group PLC (LSE:TAP) has launched a new digital ******* et income strategy to monetise its crypto holdings rather than just hold them. CEO ******* n Torosian thinks Bitcoin's about to start "another bull run."

#energias #managed #recruitment

Gem Diamonds Limited (LSE:GEMD, OTC:GMDMF) shares saw a significant upward movement on Thursday following the release of its half-year results and a firm 'buy' reiteration from Panmure Liberum.
The shares traded up 70% to 11p as the broker held its 'buy' stance and 13p target price, digesting the miner's improved financial and operational footprint.
At the heart of the recovery is a 32% revenue increase to $59.7 million, driven by higher prices for Letšeng's large stones and strict cost-control measures.
That operational momentum, alongside extended royalty relief, propelled underlying earnings to $8.6 million, reversing a steep $2.6 million deficit from the same period last year.
Crucially, these cost-saving measures have strengthened the balance sheet, elevating cash reserves to $20.2 million and slashing net debt down to a mere $0.5 million.

#year #gmdmf

TruckSmarter announced on Tuesday that it has been acquired and that its driver app, Dispatch, shuts down on Friday, September 4.
The scale is what makes this more than a routine startup wind-down. More than 500,000 carriers have used the TruckSmarter platform, which included a free load board alongside the paid Dispatch product. Dispatch was an AI chat interface that let a driver ask for freight in plain language and had software agents handle the bidding and booking, rather than making the driver work a traditional load board.
Automated replies from the company indicated that active Dispatch subscriptions are canceled Friday, and that invoices paid within the previous 30 days will be refunded within seven business days of cancellation. Co-founder and chief executive Dan Kao posted a message inside the app thanking users for five years of trust, and drivers and trucking groups spread screenshots of it across social media.
One thing has been ruled out. OTR Solutions, which bought TruckSmarter's factoring and banking division in November 2025, told FreightWaves it did not acquire the remaining business.
So a company that raised money twelve months ago is gone by Friday, and ****** ody will say who bought it. That combination has a name in technology, even if no one involved here has used it.

#Friday #load #board #company

On August 25, SelectQuote (NASDAQ:SLQT) told investors that cash generation, not growth, is now the entire point of owning the stock. Fiscal 2026 revenue reached $1.62 billion, up 6% year over year, and operating cash flow climbed $44 million from the prior year. But the same release showed a fourth-quarter net loss of $16.8 million, a reversal from $12.9 million in net income a year earlier, and a fiscal 2027 guide that points meaningfully lower on the top line. That gap between the narrative and the numbers underneath it is worth sitting with.
Healthcare Services, built around the company's SelectRx pharmacy, generated $845 million in revenue for fiscal 2026, up 14% even as Inflation Reduction Act drug pricing changes cut into the segment starting in the back half of the year. That business exited the fourth quarter at an annualized adjusted EBITDA run rate of nearly $50 million, roughly double the $25 million it produced across the full year, and management expects those margins to keep expanding as more prescriptions route through the company's Olathe, Kansas facility, which is already shipping about 30% more efficiently than its older sites.
Layered on top, SelectQuote identified more than $30 million in annualized run rate savings from AI-enabled enrollment tools and workflow automation. The Senior segment, meanwhile, held a 26% adjusted EBITDA margin for a fourth straight year in the mid-20% range, evidence that the agent-led distribution model keeps producing steady profit even when Medicare Advantage carriers shift benefits underneath it. Add in a commissions receivable balance north of $1 billion, and the company argues its underlying earnings power is bigger than its stock price reflects.
The guidance tells a different story. SelectQuote expects fiscal 2027 revenue of $1.35 billion to $1.45 billion, roughly 14% below fiscal 2026 at the midpoint, with Medicare Advantage approved policies projected to fall another 10% to 15% after already declining 4% this past year. Senior segment revenue already dropped 4% in fiscal 2026 to $576 million, partly because a major carrier partner pulled back its own marketing spending, a reminder of how much SelectQuote's results depend on decisions made by insurers it does not control.
The Inflation Reduction Act will keep pressuring Healthcare Services revenue through fiscal 2027, with especially messy comparisons in the first half. SelectRx membership already moderated to 109,039 members and is expected to dip further before recovering. Underneath all of it sits $800 million in debt and preferred equity carrying a roughly 12% funding cost, translating into $45 million of annual cash interest that has to be paid regardless of how enrollment season goes. Management itself called the term life insurance market competitive on customer acquisition costs, a small but telling admission that not every corner of the business is running cleanly.

#million #fiscal #already

It was another busy weekend for ******* eX
SPCX
-1.02%
, launching
a telescope
for NASA. It ran into a hiccup with
crew transportExternal link
for the ******* e agency as investors await more shares
to unlock
.
SPCX
-1.02%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#launching

Image source: The Motley Fool.
Fri, Aug. 28, 2026 at 11 a.m. ET
Investor Relations Manager - María Belén Fourcade
IRO and Head of ******* ets and Liability Management - Diego Cesarini
Chief Financial Officer - Carmen Morillo Arroyo

#manager

Aug 30, 2026, 9:55 am EDT
I wish I jumped into gold the last time I had FOMO (fear of missing out), around the start of the year. Is it too late now to grab some of the precious metal,
which is up about 15%
this month alone? That’s what I’m wondering, but it’s the wrong question to ask. Everyday investors shouldn’t be timing gold—or any market.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#everyday #company #last

Europe is heading for the winter with one of the lowest levels of gas in storage in the past two decades as the war in the Middle East crippled LNG supply from Qatar, sent gas and LNG prices in Europe and Asia skyrocketing, and intensified competition for the shrunk pool of readily available global LNG cargoes.
A perfect storm of elevated demand for filling depleted storage and electricity during the summer heatwaves, and slashed global LNG supply with Qatar's cargoes trapped behind the Strait of Hormuz have pushed European benchmark prices to multi-month highs and LNG prices to the highest in three years.
The high prices, with front-month futures higher than those further out in time, have discouraged stockpiling for most of the summer. But Europe doesn't have a choice and needs to fight for gas to fill storage sites to reasonably adequate levels before December to avoid a winter supply crunch.
That's easier said than done. Competition from Asia is fierce for LNG supply that doesn't need to move through the Strait of Hormuz, and Europe is currently losing this race.
One potentially mitigating factor is that Europe now consumes about 10-15% less natural gas than it did in 2021 due to a higher share of renewables for electricity generation and industries adapting from an abundance of gas (including from Russia) to tight markets with elevated prices.

#Europe #storage #asia #hormuz

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 Motorola Solutions, Inc. (NYSE:MSI). Motorola Solutions, Inc. (NYSE:MSI) provides mission-critical communications, public safety, video security, and enterprise security solutions. The one-month return of Motorola Solutions, Inc. (NYSE:MSI) was 11.66% while its shares traded between $359.36 and $493.57 over the last 52 weeks. On August 27, 2026, Motorola Solutions, Inc. (NYSE:MSI) stock closed at approximately $487.28 per share, with a market capitalization of about $80.52 billion.
Aristotle Value Equity Fund stated the following regarding Motorola Solutions, Inc. (NYSE:MSI) in its Q2 2026 investor letter:
Motorola Solutions, Inc. (NYSE:MSI), the provider of mission-critical communications and security systems, was one of the largest detractors during the quarter. Shares declined as higher memory and supply chain costs weighed on near-term margin expectations. While these factors affected near-term results, they do not change our long-term thesis. At the core of the company is its land mobile radio business, which provides the communication backbone used by police, fire, and emergency responders—particularly during natural disasters or other high-stress situations when commercial networks may become congested or unavailable. These systems are deeply embedded in public safety agencies, where reliability, control, and resiliency are non-negotiable, and customer relationships are often supported by long-term service agreements, predictable equipment refresh cycles, and decades of trust. Importantly, Motorola is using this installed base to broaden its platform, integrating radios with video security, body-worn cameras, and command center so

Indirect tax and compliance technology company Vertex has made three senior appointments to its leadership team as it prepares for its next stage of expansion.
Chatelle Lynch has joined as chief people officer (CPO) at the company, while Carlos Mercuriali has been named senior vice-president and regional manager for Europe.
The company also announced that Bala Chandran takes up the role of chief product and technology officer.
Lynch has more than 20 years of experience in organisational strategy and transformation-led businesses.
She previously held CPO positions at the RealReal and McAfee.

#technology #officer #vertex

Chief Executive Officer Olivier Pomel net sold 47,054 shares of Datadog, Inc. (NASDAQ:DDOG) on Aug. 19, 2026, as disclosed in a recent SEC Form 4 filing.
Metric
Value
Shares sold
47,054

#ddog

This story was originally published on QSR. To receive daily news and insights, subscribe to our free daily QSR AM Jolt.
The Great Greek Mediterranean Grill, the award-winning fast-casual restaurant brand known for its elevated Mediterranean cuisine and hospitality-driven dining experience, announced today its notable performance through the first half of 2026, advancing franchise development, expanding its global footprint, driving strong sales growth, and earning multiple industry accolades. The brand currently has 92 restaurants open across 22 states and internationally.
During the first six months of the year, The Great Greek Mediterranean Grill signed 20 domestic franchise agreements – including four multi-unit development agreements – totaling 30 future restaurants across high-growth markets, while also securing its first-ever franchise agreement in Massachusetts. Development activity included:
Six locations for Nassau County, New York
Five locations for Dallas, Texas

#first #great

On August 7, Airbnb, Inc. (NASDAQ:ABNB) shares surged to a more than four-year high after the company raised its full-year revenue forecast. The firm gave artificial intelligence credit for cutting costs and speeding up how fast it ships new features.
Its competitor Booking Holdings Inc. (NASDAQ:BKNG) had a rougher time delivering good news: On August 4, the firm beat second-quarter estimates but trimmed its full-year gross bookings forecast. It blamed ongoing fallout from the Middle East conflict on international travel.
Airbnb now expects 2026 revenue to grow at least a mid-teens percentage, up from its earlier low- to mid-teens call, after posting second-quarter revenue of $3.61 billion, up 17% and ahead of the $3.57 billion Wall Street wanted. CEO Brian Chesky didn't hold back, calling AI the best thing to ever happen to Airbnb and pointing to a 16% drop in customer support costs per booking as proof.
Booking Holdings Inc. (NASDAQ:BKNG) made a similar case for its own AI investments. CFO Ewout Steenbergen said the company is already seeing a positive return. Argus Research backed that up by raising its price target to $245 from $210 on August 10. Yet Booking still cut its full-year bookings outlook to high-single-digit growth from a prior high-single- to low-double-digit range. The firm warned that reduced Middle East travel and pricier airfares will stick around through the third quarter.
If AI is paying off at both companies, why did only one of them feel good enough to raise its outlook?

#august #firm

With a market cap of $27.3 billion, Dover Corporation (DOV) is a diversified global manufacturer and solutions provider, delivering innovative equipment, components, consumables, aftermarket solutions, software, and digital services across five operating segments. With approximately 24,000 employees and more than 70 years of entrepreneurial expertise, Dover combines global scale with operational agility to drive innovation and create value for customers worldwide.
Shares of the Downers Grove, Illinois-based company have lagged behind the broader market over the past 52 weeks. DOV stock has increased 14.6% over this time frame, while the broader S&P 500 Index ($SPX) has returned 19.3%. Moreover, shares of the company are up 4% on a YTD basis, compared to SPX's 12.4% gain.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#years #shares #company

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Large Cap Equity Fund". A copy of the letter can be downloaded here. The Large Cap Equity Fund's Institutional Class posted a return of 7.03% in Q2, trailing the 15.49% return of the Bloomberg U.S. 1000 Index. This disparity arose as equity markets surged amid economic resilience and easing Middle East tensions, while AI-related stock performance soared due to heightened investor interest in "AI bottleneck" beneficiaries, primarily semiconductor firms. Major positions in "hyperscaler" cloud providers yielded mixed results. Risk-on factors like momentum and growth significantly outpaced defensive factors. Despite the current volatility, the Fund maintains its philosophy of investing in quality companies at undervalued prices, believing this strategy will yield improved returns over time. The portfolio held ownership in 30 companies, with the top 10 comprising over half of the portfolio. The price-to-value ratio is in the upper-70s, indicating strong return potential. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Martin Marietta Materials, Inc. (NYSE:MLM). Martin Marietta Materials, Inc. (NYSE:MLM) is a building materials company that supplies aggregates and heavy-side building materials to the construction industry. On August 14, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $547.93 per share, reflecting a market capitalization of $32.91 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑1.03%, while its shares lost 9.11% over the past 52 weeks.
Weitz Investment Large Cap Equity Fund stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"We bought new positions in Martin Marietta Materials, Inc. (NYSE:MLM) and Veralto during the quarter. Both are repeat holdings, so we were able to act opportunistically and quickly at favorable prices. Martin Marietta is a leading aggregates producer with terrific ****** ets and a solid capital allocation track record. The investment is a natural extension of our longstanding "rocks and gravel" theme."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 65 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the potential of Martin Marietta Materials, Inc. (NYSE:MLM) 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

By Juby Babu and Isla Binnie
Aug 10 (Reuters) - Nvidia said on Monday it has partnered with six major financial ‌institutions to launch compute financing platforms aimed at raising over $500 ‌billion in third-party capital for AI infrastructure.
Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the poential deals.
The move highlights how surging demand for AI computing capacity is drawing institutional investors, as governments, companies and startups race ‌to build out data ⁠centers to support AI workloads.
Big Tech companies have signaled that spending on AI would not slow down, ⁠with combined outlays set to surpass $730 billion this year.

#Companies #juby

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings in areas tied to AI infrastructure, with semiconductor exposure and AI-related investments gaining from strong demand. Looking ahead, Brown Advisory sees an attractive environment for active stock-picking, with its ready-to-buy list at its highest level since the COVID-19 period and an estimated 12%-13% average five-year base-case IRR, while maintaining a focus on quality, valuation discipline, and long-term cash-flow generation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like Workday, Inc. (NASDAQ:WDAY). Workday, Inc. (NASDAQ:WDAY) provides cloud-based enterprise software for human resources, finance, and workforce management. The one-month return of Workday, Inc. (NASDAQ:WDAY) was 24.00% while its shares traded between $110.36 and $249.85 over the last 52 weeks. On August 7, 2026, Workday, Inc. (NASDAQ:WDAY) stock closed at approximately $170.24 per share, with a market capitalization of about $44.37 billion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding Workday, Inc. (NASDAQ:WDAY) in its Q2 2026 investor letter:
We exited our position in Workday, Inc. (NASDAQ:WDAY) during May after a relatively brief holding period of approximately eight months. Several fundamental factors have changed since our initial investment in September of last year, prompting us to revise both our growth and margin estimates for Workday. These revisions have led us to conclude that we can no longer achieve the IRR targets embedded in our base case. Most crucially—and the ultimate trigger for a thesis break in this case—were the recent changes in the management team. When the CEO stepped down and co-founder Aneel Bhusri was re-appointed, we expected, and already see, a change in capital allocation discipline at Workday, as evidenced by the immediate moderation of the company's margin targets. This, paired with the expected reduced discipline around stock-based compensation, materially impacted key inputs into our investment thesis. Our view on the inherent customer acquisition cost advantages that incumbents possess remains unchanged, as does our belief that "systems of record" in software are particularly resistant to disruption by AI. We did, however, adjust our estimates to reflect the expected need

Interested in The Wendy's Company? Here are five stocks we like better.
Wendy's reported weak second-quarter results: Global systemwide sales fell 6.5%, U.S. same-restaurant sales declined 7% as traffic dropped 12.5%, adjusted EBITDA decreased to $124.1 million, and adjusted EPS was $0.18.
New CEO Bob Wright said the brand's quality, value proposition, operations and marketing have deteriorated. Wendy's is developing a turnaround plan focused on menu quality and pricing, branding, restaurant execution, digital capabilities and franchisee economics.
The company withdrew its 2026 financial outlook and expects continued pressure on margins, EBITDA and earnings amid weak sales, 5%–6% commodity inflation and higher turnaround-related expenses. Leverage is expected to remain elevated, and Wendy's does not anticipate share repurchases in 2026.
2 Short Squeezes for Summer Speculation: What the Bears Are Getting Wrong

#sales #restaurant #interested #here