A home Medicaid excludes from **** et tests during life becomes fully exposed to estate recovery after death, potentially consuming most of an inheritance.
Transfers of a home within 60 months of a Medicaid application trigger a penalty period, and a stroke can eliminate the legal capacity needed to act.
Penalty-free exceptions exist, including spousal transfer, caregiver-child, and protected-relative rules, but qualifying circumstances must be in place well before a crisis.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
An 82-year-old widower has a stroke. From the hospital he moves to rehabilitation, then to permanent nursing-home care. His paid-off house is worth $340,000. His daughter asks the elder-law attorney whether they can deed her the house or drop it into an irrevocable trust before Medicaid pays a dime. The answer is the one no family wants to hear: probably not, because Dad no longer has the capacity to sign, and his durable power of attorney authorizes bill payment but not gifts or trust transfers.

#home #stroke #free

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Sandisk Corporation (NASDAQ:SNDK) as a newly added position. Sandisk Corporation (NASDAQ:SNDK) develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States and internationally. On September 15, 2026, Sandisk Corporation (NASDAQ:SNDK) closed at $1,530.90 per share. Over the past month, Sandisk Corporation (NASDAQ:SNDK) declined 2.32%, but its shares are up 1,530.74% over the past year. Sandisk Corporation (NASDAQ:SNDK) has a market capitalization of $224.15 billion, and its stock has traded within a 52-week range of $90.22 to $2,354.39.
Parnassus Growth Equity Fund stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its Q2 2026 investor letter:
"Other positions added during the quarter included Sandisk Corporation (NASDAQ:SNDK), a leader in flash memory solutions; Comfort Systems, a mechanical, electrical and plumbing contractor. Sandisk makes NAND flash memory, which is seeing a surge in demand from data centers and AI workloads. While NAND remains cyclical, we believe the combination of accelerating AI-driven storage demand and constrained supply provides an attractive opportunity to participate in the current upcycle."
Sandisk Corporation (NASDAQ:SNDK) is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 128 hedge fund portfolios held Sandisk Corporation (NASDAQ:SNDK) at the end of the second quarter which was 114 in the previous quarter. While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) 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 fre

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.
Launched ReefIQ in June as a proprietary substrate layer designed to convert unstructured biological data into structured representations for pharmaceutical AI models.
Transitioned the commercial strategy from discrete fee-for-service projects to broader platform partnerships where MindWalk participates in the long-term economics of created ****** ets.
Achieved a significant infrastructure milestone by validating OpenFold3 on AMD Instinct MI325X GPUs, enhancing discovery scale and ReefIQ's biological context layer.
Leveraged a deep wet-lab discovery franchise, including relationships with 19 of the top 20 global pharma companies, as a primary distribution channel for new AI platform adoption.

#june

On September 3, a caller asked if UnitedHealth Group Incorporated (NYSE:UNH) has enough profitable growth that they should consider adding it to their portfolio. Mad Money host Jim Cramer replied:
Yes, the answer: it does, it does. You know, I've got to tell you, I thought that last quarter was very, very good. The stock market did not like the quarter as much as I thought it would, but the stock's making a stand here. I think that UNH is good to buy.
Cramer's bullish stance rests on the core strength of the company's financial delivery and improving execution. In its second-quarter 2026 report, UnitedHealth Group Incorporated (NYSE:UNH) posted consolidated revenues of $112 billion and operating earnings of $8 billion. Adjusted diluted earnings per share reached $6.38, outpacing Wall Street expectations by $1.48. Driven by strong performance across both the UnitedHealthcare and Optum divisions, management raised its full-year 2026 adjusted EPS guidance to a range of $19.50 to $20. Furthermore, the medical care ratio improved to 86.7% down from 89.4% a year prior, showing that medical cost trends and pricing are aligning effectively.
On the other hand, Wall Street remains cautious about lingering cost pressures across the managed care landscape. Even though the medical care ratio improved compared to last year, patients continuing to utilize medical services at a high rate keeps expenses heavy. At the same time, commercial insurance margins are taking longer to bounce back. Adding in tighter payment adjustments for government-backed plans along with heavy spending on tech infrastructure, cautious investors could have reasons to wait rather than chasing the stock higher.
Insider Monkey's data tracking over 1000 hedge funds shows accumulation by major ****** et managers. 143 hedge funds had positions in UnitedHealth Group Incorporated (NYSE:UNH) in Q2 compared to 130 in Q1. Of those funds, Fisher ****** et Management was the top shareholder with nearly 9.1 million shares. The firm increased its position in the stock by 74% in the quarter. Additionally, short interest remains low, with the short percentage of the float sitting at 1.92%, showing a general lack of aggressive bearish bets against the stock.

#unitedhealth #funds

Shares of big data software pioneer Palantir (NASDAQ: PLTR) rallied 51.5% in August, according to data from S&P Global Market Intelligence.
Palantir became a darling of the AI era over the past couple of years, and hit a very high valuation at its peak last November. Since then, the "SaaS-pocalypse" has taken a toll on the entire software sector, including Palantir, as fears of disruption from leading AI labs cut its stock price nearly in half, from its November 2025 highs to its June 2026 lows.
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 »
The downturn set Palantir up for a bounce higher if it posted continued strong financial results. Its second-quarter August report provided that, in spades.
In the second quarter, Palantir delivered 93% revenue growth to $1.94 billion, while adjusted (non-GAAP) earnings per share grew 156% to $0.41. Both figures handily beat ****** yst expectations. This amazing growth marked a stunning acceleration from the 48% revenue growth in the year-ago quarter and the 85% growth in the first quarter of 2026. Another impressive metric was profitability, as adjusted free cash flow margins expanded to a massive 63% -- among the highest in the industry.

#palantir #quarter #august #software

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The mortgage lenders with the lowest rates have been a quarter point or more above 6% since July 20. The Yahoo Finance weekly survey ranks lenders by the lowest annual percentage rate (APR), which includes lender fees. Read on to see the 10 lenders with the lowest rates this week.
See our top picks for mortgage lenders for first-time home buyers.
Here are the 10 mortgage lenders with the best interest rates this week, as determined by our survey of the lowest mortgage rates on 30-year, fixed-rate conventional loans. The following numbers are each lender's annual percentage rate (APR).
Better: 6.390%

#rate

The Euro rose quite a bit in early trading on Thursday, but with the jobs report coming out, I'm watching the 1.1640 level. That was where we had seen that massive sell-off. I'm looking for signs of exhaustion to short this. Now, I don't want to get married to this position. This is not going to be a long-term position by any stretch of the imagination, but I think it's difficult to imagine a market that's just truly going to fly ahead of that Nonfarm Payroll announcement. It could, obviously, but I'm looking for signs of exhaustion to start shorting.
The dollar against the Canadian dollar has fallen pretty significantly over the last couple of days, but we have a gap down here at 1.3780 that I'm watching very closely. If we get a bounce from here, I'm willing to go long. Now, keep in mind both of these countries produce their jobs report at the same time on Friday morning, so I'll be out of this position no matter what it does before then.
With that being said, as long as we get some type of bounce, I'm willing to play that V-shaped pattern here as the interest rate differential continues to favor the United States despite the fact that rates have dropped a little bit early in the session.
Finally, the USD/CHF pair. This is one I've been long for a very long time. It is falling apart. Again, like the Euro, I'm kind of watching to see a little bit of exhaustion somewhere right around the 0.8050 level. I'll be watching to see if we get a bounce. That's a place I could go long. But again, I don't want to be in the dollar when the Nonfarm Payroll announcement comes out. So all of these will be very short-term trades at best.
If you'd like to know more about how to trade forex, please visit our educational area.

#position #euro

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Updated Sept. 2, 2026 12:21 pm ET
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OTTAWA—The Bank of Canada left its main interest rate unchanged at 2.25% and adopted a more alarmed tone about the upside risks to inflation amid new cross-border tariffs and no imminent end to the war in the Middle East.

#bank #canada #main

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The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1552 ET – Mexico’s pipeline imports of U.S. natural gas were a record near 7.9 billion cubic feet a day in August, with gas for electricity generation in Mexico last month at an all-time high 5.8 Bcf/d, Wood Mackenzie says in a release. The firm projects that exports to Mexico have reached their 2026 peak. While volumes remain strong in early September, “Mexican gas and power markets are set to enter a gradual seasonal decline, driven by easing cooling loads, shoulder-season maintenance windows, and holiday-related demand softness.” The medium-term trend remains upward, however, as Mexico continues expanding its fleet of combined-cycle power plants, Wood Mackenzie adds. (anthony.harrupwsj.com)

#wood #power #talks

Apple stock just had its best day in five weeks as John Ternus took over from Tim Cook as CEO, becoming just the company's third chief executive this century.
The rally has pushed Apple away from a support zone near $310 and back toward its late-July record area near $340 — giving shareholders a natural way to define both their downside and upside with options.
Apple (AAPL) was trading around $325 early this week, almost exactly halfway between those two levels. That sets up a strategy known as a collar.
A collar isn't a standalone options bet. The investor must own 100 Apple shares — either already held or bought outright — and then layer the options on top. In this case, that means buying one Sept. 18 $310 put and selling one Sept. 18 $340 call.
With Apple at $324.77 when the trade was priced, the $310 put cost about $2.17 per share, or $217 for one contract. The $340 call brought in about $2.12 per share, or $212.

#sept #near #collar #cook

Bloomberg's Laura Benitez joins Dani Burger on "Bloomberg Deals." Private equity managers are using structured equity deals to placate investors frustrated by a lack of cash returns, as many firms struggle to exit investments and send money back to investors.

#private

Lavish Enterprises (USOTC:VXIT) has introduced FleetPath Ace, an autonomous trucking operator designed to perform defined operational tasks across dispatch, billing, safety, maintenance, finance and other carrier functions, with live autonomous execution planned as part of FleetPath's beta rollout.
FleetPath Ace is designed to automate operational work including invoicing checks, detention monitoring, compliance, document processing and maintenance requirements.
Lavish Enterprises (USOTC:VXIT) says the underlying architecture, authority controls, spending controls and recordkeeping have already been built and are undergoing automated testing.
Live autonomous execution is expected to begin during FleetPath's beta rollout, although certain functions remain disabled while testing continues.
Management believes broader use of FleetPath Ace within individual carriers could deepen customer relationships and potentially create additional future revenue opportunities.

#designed

In the past few days, the price of Bitcoin (CRYPTO: BTC) has soared 21% (as of Aug. 24). The bulls are preparing for the positive market sentiment to continue and lift the world's top cryptocurrency out of its slump and to a new record.
However, Bitcoin continues to face threats, most recently highlighted by the surprisingly weak security of a popular hardware wallet that allowed hackers to steal $130 million in ****** ets. This unfortunate event negatively impacts the public's trust in this digital ****** et.
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 »
Here's what Bitcoin investors need to know.
In a wave of attacks in late July and early August, it was revealed that the private keys of certain Coldcard wallets were able to be easily derived by malicious actors. Sold by Canadian company Coinkite, these devices implemented weak random number generators to create seed phrases. By brute force, hackers could figure out users' private keys remotely, thereby stealing funds.

#Bitcoin #company

Wupen Yuen, president of global business units at Lumentum Holdings Inc. (NASDAQ:LITE), disposed of 12,565 shares of common stock on August 19 and August 20, according to an SEC Form 4 filing.
Metric
Value
Shares sold (direct)
12,565

#august #lumentum #lite #metric

If you earn around $100,000, you're making significantly more than the median salary of around $65,000, according to the latest Bureau of Labor Statistics report. But that still may not be enough to protect you from predatory lending practices.
"It's like all my money is just playing catch-up right now," said a recent caller to the Ramsey Show. He told the show he makes $94,000 per year. "I'm robbing Peter to pay Paul."
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

#around #labor #statistics

This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ******* ysis delivered straight to their inbox with the free CRE Daily newsletter.
American Strategic Investment told the SEC that substantial doubt about its going concern status remains.
Its $140M loan on 123 William St. matures in March, above the tower's $137.7M Q2 valuation.
The REIT lost $16M in the first half while its external manager's affiliates collected about $6M in fees.
American Strategic Investment Co. has warned that substantial doubt surrounds its ability to stay in business. The disclosure came in filings with the Securities and Exchange Commission. The company trades on the New York Stock Exchange under the NYC ticker. It could fall into bankruptcy within 12 months. According to Bisnow, its largest remaining ******* et carries an underwater mortgage that matures in March.

#american #march #doubt

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment **** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On August 18, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $481.63 per share, reflecting a market capitalization of $3.57 trillion. Microsoft Corporation (NASDAQ:MSFT) posted a one‑month return of 23.39%, while its shares lost 4.76% over the past 52 weeks.
Eagle Capital Management stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q2 2026 investor letter:
"Amazon Web Services ("AWS"), Microsoft Azure, and Google Cloud Platform ("GCP") are highly profitable businesses with strong growth, margins, and returns on capital. We own positions in each. These businesses are growing faster and will be even bigger than we previously thought. However, there is little question that the industry structure they inhabit is worse than it was a few years ago.
Software is controversial due to fears of AI driven disruption. AI makes it easier to build software and will change workflows in how it is used. We believe there will be heightened competition and greater separation between winners and losers over the coming years. The industry is deservedly trading at a higher risk premium, but within the market there are plenty of mispricings.

#msft #management

Lumentum Holdings Inc. (LITE), headquartered in San Jose, California, manufactures and sells optical and photonic products. Valued at $72.1 billion by market cap, the company supplies optical chips and subsystems to cloud, AI, and networking providers, as well as advanced lasers for semiconductor, solar, and electric vehicle manufacturing.
Shares of this global leader in optical and photonic technologies have substantially outperformed the broader market over the past year. LITE has gained 720.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.4%. In 2026, LITE stock is up 157.9%, surpassing the SPX's 13.7% rise on a YTD basis.
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here's the Stock You Should Buy
A $210 Billion Reason to Buy AMD Stock Here
As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock

#optical #billion

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
The next test comes this week from key players in different branches of the AI boom. Cloud provider CoreWeave (CRWV), AI server maker Supermicro (SMCI), and chip equipment manufacturer Applied Materials (AMAT) are among the key companies reporting results this week.
Applied Materials (AMAT) stock fell over 3% in after-hours trading despite the chip equipment maker posting record revenue of $9.12 billion, which topped ****** yst expectations.
Earnings per share rose 43% year over year to $3.17 in the fiscal third quarter as "rapid global adoption of AI drives unprecedented demand for our materials engineering solutions," the company stated.

#Growth #week

The wait for Apple customers to see payments from a class-action lawsuit involving iPhones 15 and 16 just got a few months shorter.
On Thursday, Aug. 13, the U.S. District Court for the Northern District of California granted permission to move a final approval hearing for the Apple settlement from September 2027 to February 2027, according to court documents obtained by USA TODAY. The settlement is part of a class-action lawsuit alleging that Apple deceived customers about artificial intelligence enhancements in new iPhones in 2024. In May, Apple agreed to pay $250 million to settle the case.
The lawsuit accuses Apple of marketing new AI technology, including Siri enhancements, while advertising the iPhone 16 at the time. However, the device did not contain the features when it was released, according to court filings. Apple denied the allegations.
Here's what to know about the ongoing lawsuit.
Peter Landsheft of California brought the lawsuit against Apple in March 2025. Several other plaintiffs have since joined the case.

#settlement

Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) just reported strong second-quarter earnings, with operating income rising over 16% year-over-year.
Notably, the company's massive cash **** d declined from over $397 billion in the first quarter to $365.5 billion by the end of the second quarter, as CEO Greg Abel began putting cash to work.
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 »
Even more interesting is that Berkshire was a net buyer of stocks in the second quarter. According to quarterly reports filed with the Securities and Exchange Commission, the large conglomerate purchased nearly $23.5 billion in stocks in the second quarter and sold only about $3.7 billion.
In the 14 quarters prior, Berkshire had been a net seller of stocks. Is this the screaming buy signal that investors have been waiting for?

#berkshire #stocks #flashing

Choosing between a high-growth technology powerhouse and a steady consumer leader requires a look at whether you prefer rapid innovation or predictable recurring revenue. Axon Enterprise Inc (NASDAQ:AXON) and Chewy Inc (NYSE:CHWY) offer very different paths.
Axon provides mission-critical hardware and software for law enforcement, making it a vital infrastructure play for public safety. Chewy dominates the digital pet supply market by focusing on high-frequency consumable goods. While their industries differ, both companies utilize technology to build deep competitive moats in their respective sectors.
Axon Enterprise operates as a leader among defense stocks by providing an integrated ecosystem of Taser energy devices, body-worn cameras, and cloud-based evidence management software. The company primarily serves federal, state, and local law enforcement agencies, but it is expanding its reach into fire, EMS, and commercial security markets. This strategy creates a sticky business model where hardware sales lead to long-term software subscriptions for data storage and ******* ysis.
In FY 2025, revenue reached nearly $2.8 billion, representing a roughly a third increase over the prior year. The company reported net income of nearly $125 million, down from $377 million in 2024, resulting in a net margin of approximately 5% in 2025. This performance highlights the company's challenge of scaling its operations while maintaining positive returns for its shareholders.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 0.6x, a metric comparing total debt to shareholder equity to show reliance on loans. Free cash flow for the period was nearly $75.1 million, though stock-based compensation represented roughly 300% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.

#axon #million

AMD's Data Center revenue doubled to $6.7B in Q2, supporting a BUY call and $640 price target implying 23% upside.
AMD trades at a steep 66x forward P/E versus NVIDIA's 23x, but dominates Intel with a 27% operating margin against Intel's negative EPS.
Anthropic, OpenAI, and Microsoft have committed gigawatts of MI450 GPU capacity, locking in AMD's H2 2026 revenue ramp through named hyperscaler contracts.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
AMD (NASDAQ:AMD) posted Q2 revenue growth of 50.11% to $11.536 billion, with Data Center more than doubling, yet a Reddit thread **** led "AMD's revenue climbs 50% and data center sales doubled, but the stock is down" captured retail confusion. That gap between fundamentals and price action is where our model finds an edge.

#Intel

Westlake Corporation (NYSE:WLK) reported second-quarter 2026 results that exceeded Wall Street forecasts, supported by stronger profitability in its Performance and Essential Materials business.
The better-than-expected performance lifted the company's shares 2.78% in pre-market trading.
Westlake posted adjusted earnings of $2.01 per share, ahead of the ******* yst consensus estimate of $1.86.
Revenue reached $3.27 billion, slightly above market expectations of $3.25 billion and representing an 11% increase from $2.95 billion in the second quarter of 2025.
The results reflected higher sales volumes and improved pricing across several product categories.

#quarter

A blue-chip consulting giant is trading at a deep discount after a punishing year, forcing investors to decide if the market is offering a bargain or simply pricing in the inevitable.
How can IT consulting powerhouse that serves the world's biggest companies trade for nearly half the market's multiple? After a year that saw its stock fall 35% while the S&P 500 climbed, Accenture (ACN) now trades at just 13.6 times earnings, a steep discount to the S&P 500 median of 24.4. For bargain hunters, this raises the essential question: is this a rare opportunity to buy quality on sale, or is it a trap signaling a business in decline?
The business still generates significant cash.
On paper, Accenture's financial engine looks sound. The company's operating margin over the last twelve months is a healthy 15.8%, a figure that held steady from the year before. It converts sales into cash efficiently, with an operating cash flow margin of 18.0%. That translates to a free cash flow yield of 11.9%, a number that suggests the market price is well-covered by actual cash generation. These are not the vital signs of a deteriorating business. The one clear blemish is slower top-line growth; its 3-year average annual revenue growth of 4.8% trails the S&P 500 median of 7.8%.
The market is pricing in a slowdown.

#pricing

September WTI crude oil (CLU26) today is down -0.16 (-0.19%), and September RBOB gasoline (RBU26) is down -0.0740 (-2.29%).
Crude oil and gasoline prices gave up an overnight advance and turned lower on hopes for a diplomatic solution to the US-Iran war, along with signs of increased oil tanker traffic through the Strait of Hormuz. Crude prices initially moved higher today after the dollar index ($DXY) dropped to a 6-week low. Ongoing hostilities in the Middle East are also underpinning crude prices.
How Volatility Clustering Could Trigger a Comeback in Baker Hughes (BKR) Stock
Nat-Gas Prices Rebound Ahead of August Contract Expiration
Crude Oil Prices Soar as US-Iran Tensions Escalate

#down #rbob

While AI stocks have generally been hugely successful for shareholders, not every artificial intelligence (AI) company is riding high right now. ServiceNow (NYSE: NOW) stock is trading down 51% from recent highs, and Palantir Technologies (NASDAQ: PLTR) has slid 18% over the past 12 months.
With these declines, some investors are likely wondering which AI stock is the better one to buy right now. Here's what investors should know.
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 »
Despite Palantir's significant share price declines this year, the company reported some impressive results in its first quarter (which ended March 31). Palantir's sales increased 85% to $1.6 billion, and adjusted non-GAAP (adjusted) earnings spiked 154% to $0.33 per share. Both results easily outpaced Wall Street's consensus estimates.
Palantir also reported that its total contract value is now $2.4 billion, up 61% from the year-ago quarter, and that it signed 72 deals worth at least $5 million and 47 deals of at least $10 million.

#signal #down

Investors used to think of August as a dull month for the market. That is not really true. July is the dull month; beginning in August, volatility increases and generally rises into October.
This is a seasonal pattern that is verifiable from the accompanying chart of "seasonal VIX," going back to 1989. Look at the chart below: Early in the year, there is often a volatility increase. It was recently most prominent in March 2020 and April 2025, and it is noted in the chart by VIX VIX rising into point "A" in mid-March, using all the years in question.
A 'generational buying opportunity' guarantees inflation plus 3% a year, says this hedge-fund manager
I am a 63-year-old semiretired physician. If I saved $2 million for retirement, should my Social Security become optional?
'We are not romantically involved': I'm marrying my platonic best friend of 20 years. Should I leave him my home?

#year #month #seasonal

Houston, Texas-based Chevron Corporation (CVX) engages in integrated energy and chemicals operations in the United States and internationally. The company has a market cap of $380.5 billion and operates through Upstream, Downstream, and All Other segments and is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens.
Ahead of the event, **** ysts expect the company's EPS to be $5.79 on a diluted basis, up 227.1% from $1.77 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.

#billion #houston #texas #corporation

Hasbro (NASDAQ: HAS) has a huge hit on its hands, and it's carrying the stock higher today. The global game and entertainment company raised full-year guidance after it reported a strong second quarter.
Hasbro stock jumped on the news, rising 10.1% as of 10:47 a.m. ET.
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 »
Hasbro's results were largely driven by its Wizards of the Coast and Digital Gaming segment. The Wizards subsidiary has a huge hit on its hands with the Magic: The Gathering game. Revenue from the game soared 32% year over year, breaking $500 million in the quarter for just the first time in its 30-year history.
Expansion releases for the game are driving sales. That included Marvel Super Heroes, released in June, and Secrets of Strixhaven, released in April. For context, Hasbro's Monopoly Go! game contributed just $44 million of revenue in Q2.

#hasbro #huge