14 days ago
For nearly as long as I've been writing for The Motley Fool, the U.S. Pentagon has wanted a laser gun. As far back as 2004, I wrote about a Northrop Grumman (NYSE: NOC) project to load a chemical oxygen iodine laser onto a Boeing (NYSE: BA) 747 and use it to shoot missiles out of the sky.
Nothing ever came of that particular project.
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 »
But something might come of this next one.
Earlier this month, defense company AeroVironment (NASDAQ: AVAV) -- best known as a manufacturer of military drones -- said that the U.S. Army is paying it $464.8 million to produce laser weapons under the Enduring-High Energy Laser (E-HEL) program.
#project #i 've #motley
Nothing ever came of that particular project.
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 »
But something might come of this next one.
Earlier this month, defense company AeroVironment (NASDAQ: AVAV) -- best known as a manufacturer of military drones -- said that the U.S. Army is paying it $464.8 million to produce laser weapons under the Enduring-High Energy Laser (E-HEL) program.
#project #i 've #motley
27 days ago
It has been a tough year for NuScale Power (NYSE: SMR). Shares have fallen nearly 40% since 2026. One Wall Street **** yst remains unfazed.
In early August, Rinny Singh, an **** yst at Bank of America, reiterated her buy rating on SMR stock, setting a share price target of $12, implying roughly 24% upside over the next 12 months.
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 »
Why does Singh remain so bullish despite recent share price weakness? Her bull thesis comes down to one key catalyst -- a catalyst that may soon receive some much-needed momentum.
Singh's bull thesis on NuScale stock largely comes down to one critical factor: Can NuScale convert its customer pipeline into revenue-generating projects? The biggest mover from this perspective is the company's 6-gigawatt (GW) project with its financing partner, ENTRA1, and utility provider, the Tennessee Valley Authority (TVA).
#NVIDIA #analyst #Share #price
In early August, Rinny Singh, an **** yst at Bank of America, reiterated her buy rating on SMR stock, setting a share price target of $12, implying roughly 24% upside over the next 12 months.
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 »
Why does Singh remain so bullish despite recent share price weakness? Her bull thesis comes down to one key catalyst -- a catalyst that may soon receive some much-needed momentum.
Singh's bull thesis on NuScale stock largely comes down to one critical factor: Can NuScale convert its customer pipeline into revenue-generating projects? The biggest mover from this perspective is the company's 6-gigawatt (GW) project with its financing partner, ENTRA1, and utility provider, the Tennessee Valley Authority (TVA).
#NVIDIA #analyst #Share #price
1 month ago
When people are worried about their income, their job security, and the cost of everything from rent to food rising, they tend to become careful about spending.
"Consumer sentiment confirmed its early month reading, falling about 6% from last month and landing about 11% below a year ago amid continued worries that inflation will remain elevated for the foreseeable future," according to University of Michigan Surveys of Consumers Director Joanne Hsu.
Consumers are worried, but some people are more worried than others.
"Groups who are typically less-equipped to absorb increases in cost of living also exhibited stronger decreases in sentiment, including older consumers, lower- and middle-income consumers, and those with no stock holdings," Hsu shared.
That, however, has proven to be good news for discount retailers with dollar in their name including Dollar General and Dollar Tree.
#worried #sentiment #month #including
"Consumer sentiment confirmed its early month reading, falling about 6% from last month and landing about 11% below a year ago amid continued worries that inflation will remain elevated for the foreseeable future," according to University of Michigan Surveys of Consumers Director Joanne Hsu.
Consumers are worried, but some people are more worried than others.
"Groups who are typically less-equipped to absorb increases in cost of living also exhibited stronger decreases in sentiment, including older consumers, lower- and middle-income consumers, and those with no stock holdings," Hsu shared.
That, however, has proven to be good news for discount retailers with dollar in their name including Dollar General and Dollar Tree.
#worried #sentiment #month #including
1 month ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted KLA Corporation (NASDAQ:KLAC) as a notable contributor. KLA Corporation (NASDAQ:KLAC) designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. On August 21, 2026, KLA Corporation (NASDAQ:KLAC) closed at $183.99 per share. The one-month return of KLA Corporation (NASDAQ:KLAC) was -9.52% and its shares gained 109.19% over the past 52 weeks. KLA Corporation (NASDAQ:KLAC) has a market capitalization of $240.39 billion.
Guinness Global Innovators Fund stated the following regarding KLA Corporation (NASDAQ:KLAC) in its Q2 2026 investor letter:
"The Fund holds three semiconductor equipment manufacturers, which provide wafer fabrication equipment (WFE). They were the top performers over the quarter: Applied Materials (+111.8% in USD) KLA Corporation (NASDAQ:KLAC) (+105.2%), and LAM Research (+103.0%). WFE companies sit at the heart of the semiconductor value chain, supplying the highly specialised tools needed to manufacture advanced chips. As demand for AI, high-performance computing and data centre infrastructure has accelerated, foundries and integrated device manufacturers have responded with record levels of capital expenditure, driving a strong upcycle in WFE spending. The AI infrastructure build-out is particularly supportive, as hyperscalers require not only more chips, but increasingly complex and advanced architectures, materially increasing equipment intensity across the manufacturing process. As a result, these companies have been printing strong quarterly earnings reports. KLA, the leader in process control and yield management, continues to play a critical role as semiconductor manufacturing becomes increasingly complex. Demand for its inspecti
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted KLA Corporation (NASDAQ:KLAC) as a notable contributor. KLA Corporation (NASDAQ:KLAC) designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. On August 21, 2026, KLA Corporation (NASDAQ:KLAC) closed at $183.99 per share. The one-month return of KLA Corporation (NASDAQ:KLAC) was -9.52% and its shares gained 109.19% over the past 52 weeks. KLA Corporation (NASDAQ:KLAC) has a market capitalization of $240.39 billion.
Guinness Global Innovators Fund stated the following regarding KLA Corporation (NASDAQ:KLAC) in its Q2 2026 investor letter:
"The Fund holds three semiconductor equipment manufacturers, which provide wafer fabrication equipment (WFE). They were the top performers over the quarter: Applied Materials (+111.8% in USD) KLA Corporation (NASDAQ:KLAC) (+105.2%), and LAM Research (+103.0%). WFE companies sit at the heart of the semiconductor value chain, supplying the highly specialised tools needed to manufacture advanced chips. As demand for AI, high-performance computing and data centre infrastructure has accelerated, foundries and integrated device manufacturers have responded with record levels of capital expenditure, driving a strong upcycle in WFE spending. The AI infrastructure build-out is particularly supportive, as hyperscalers require not only more chips, but increasingly complex and advanced architectures, materially increasing equipment intensity across the manufacturing process. As a result, these companies have been printing strong quarterly earnings reports. KLA, the leader in process control and yield management, continues to play a critical role as semiconductor manufacturing becomes increasingly complex. Demand for its inspecti
1 month ago
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Around 42.6% of households have a dog, and around 32.6% have a cat, according to the American Veterinary Medical ***** ociation. Renters insurance usually won't cover those times when your cat shreds your sofa or your dog has vet bills from swallowing a sock. However, renters insurance can help when your pet creates a liability problem. Think dog bites, injuries to visitors, or damage to a neighbor's property.
Here's what renters insurance covers for pets, what it doesn't, and where coverage gaps can pop up.
The part of renters insurance that's most likely to help with pet-related incidents is liability coverage. It can apply if your pet injures someone or damages their property, whether that incident happens at home or in public.
For example, renters insurance may help if:
#renters
Around 42.6% of households have a dog, and around 32.6% have a cat, according to the American Veterinary Medical ***** ociation. Renters insurance usually won't cover those times when your cat shreds your sofa or your dog has vet bills from swallowing a sock. However, renters insurance can help when your pet creates a liability problem. Think dog bites, injuries to visitors, or damage to a neighbor's property.
Here's what renters insurance covers for pets, what it doesn't, and where coverage gaps can pop up.
The part of renters insurance that's most likely to help with pet-related incidents is liability coverage. It can apply if your pet injures someone or damages their property, whether that incident happens at home or in public.
For example, renters insurance may help if:
#renters
1 month ago
The VanEck Pharmaceutical ETF (NASDAQ:PPH) offers concentrated exposure to established global drugmakers and higher yields, while the State Street SPDR S&P Biotech ETF (NYSEMKT:XBI) provides a diversified, higher-volatility play on smaller-cap biotechnology innovation.
Both funds offer paths into the healthcare sector but serve very different roles in a diversified portfolio. One focuses on the established stability and cash flows of global pharmaceutical giants, while the other captures the high-risk, high-reward nature of early stage biotechnology research. This **** ysis examines which profile fits your strategy.
Metric
XBI
PPH
#pharmaceutical #state
Both funds offer paths into the healthcare sector but serve very different roles in a diversified portfolio. One focuses on the established stability and cash flows of global pharmaceutical giants, while the other captures the high-risk, high-reward nature of early stage biotechnology research. This **** ysis examines which profile fits your strategy.
Metric
XBI
PPH
#pharmaceutical #state
2 months ago
On August 14, autoworkers at Stellantis (NYSE:STLA) learned their union had been told the company is weighing the sale of its Brampton, Ontario plant, a move Unifor tied directly to US tariffs on Canadian goods. The timing is awkward. Days earlier, Stellantis had posted a swing back to profit, which looked like the first real evidence that its turnaround plan is working. Now investors have to weigh a genuine operational rebound against a labor and trade headache tangled up in the very North American market the company is counting on.
Stellantis reported a Q2 net profit of 293 million euros, a sharp reversal from a loss of 1.87 billion euros a year earlier, while adjusted operating income more than tripled to 773 million euros. North America, the region investors watch most closely, saw market share climb to 7.4% from a flat 7%, and Ram notched its fourth straight quarter of year-over-year sales growth, up 6%, breaking a seven-year losing streak. Renewed demand for the reintroduced Hemi V8 helped drive that gain, and Stellantis is leaning further into high-margin performance vehicles to extend it.
The Ram 1500 TRX SRT, priced at $102,590 with shipping, just reached dealerships only six months after its unveiling, and a lower-priced Rumble Bee variant is coming in the lower $60,000s. SRT trims carry margins two to three times higher than standard versions, and the automaker plans eleven SRT models across Ram, Jeep, and Dodge over the next five years. Combined with two all-new and three refreshed vehicles launched in the quarter, and nine more on the way, that product cycle backs up a stated goal of pushing North American margins to 8% to 10% within five years.
Wall Street was not impressed by the Q2 print. Adjusted operating income fell short of the 914 million euro estimate, and the stock dropped nearly 10% on the news before recovering part of that loss, a sign the turnaround still has to prove itself. That skepticism looks more justified given what surfaced on August 14, when Unifor said Stellantis notified the union it may close and sell its Brampton plant, ending decades of vehicle ***** embly there. Stellantis pointed to US tariffs on Canadian goods as the driver, and Brampton would not be the first casualty.
The plant was already idled for retooling in 2024, paused again in 2025, and lost its planned Jeep Compass production to a factory in Illinois once the tariffs hit. Brampton employed 2,200 workers before closing, and Canada's government, including Industry Minister Melanie Joly's office, has been pushing Stellantis to restart it. Stellantis has also previously discussed building electric vehicles in Canada with Chinese partner Zhejiang Leapmotor, an idea Unifor has openly opposed. All of this lands just as Unifor enters new contract talks covering Brampton and two other plants, with the current agreement expiring in September.
#north #plant #million #euros
Stellantis reported a Q2 net profit of 293 million euros, a sharp reversal from a loss of 1.87 billion euros a year earlier, while adjusted operating income more than tripled to 773 million euros. North America, the region investors watch most closely, saw market share climb to 7.4% from a flat 7%, and Ram notched its fourth straight quarter of year-over-year sales growth, up 6%, breaking a seven-year losing streak. Renewed demand for the reintroduced Hemi V8 helped drive that gain, and Stellantis is leaning further into high-margin performance vehicles to extend it.
The Ram 1500 TRX SRT, priced at $102,590 with shipping, just reached dealerships only six months after its unveiling, and a lower-priced Rumble Bee variant is coming in the lower $60,000s. SRT trims carry margins two to three times higher than standard versions, and the automaker plans eleven SRT models across Ram, Jeep, and Dodge over the next five years. Combined with two all-new and three refreshed vehicles launched in the quarter, and nine more on the way, that product cycle backs up a stated goal of pushing North American margins to 8% to 10% within five years.
Wall Street was not impressed by the Q2 print. Adjusted operating income fell short of the 914 million euro estimate, and the stock dropped nearly 10% on the news before recovering part of that loss, a sign the turnaround still has to prove itself. That skepticism looks more justified given what surfaced on August 14, when Unifor said Stellantis notified the union it may close and sell its Brampton plant, ending decades of vehicle ***** embly there. Stellantis pointed to US tariffs on Canadian goods as the driver, and Brampton would not be the first casualty.
The plant was already idled for retooling in 2024, paused again in 2025, and lost its planned Jeep Compass production to a factory in Illinois once the tariffs hit. Brampton employed 2,200 workers before closing, and Canada's government, including Industry Minister Melanie Joly's office, has been pushing Stellantis to restart it. Stellantis has also previously discussed building electric vehicles in Canada with Chinese partner Zhejiang Leapmotor, an idea Unifor has openly opposed. All of this lands just as Unifor enters new contract talks covering Brampton and two other plants, with the current agreement expiring in September.
#north #plant #million #euros
