22 hours ago
On Monday, Sept. 21, Sandisk (NASDAQ:SNDK) takes a spot in the S&P 100, a subset of the S&P 500 (SNPINDEX:^GSPC) made up of 100 of its largest blue-chip companies. Dell Technologies, Palo Alto Networks, and Arista Networks enter with it. The announcement came from S&P Dow Jones Indices on Sept. 4, and the changes take effect before Monday's open.
Four companies are leaving to make room: Nike (NYSE:NKE), Colgate-Palmolive, Simon Property Group, and Honeywell Aerospace.
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 swap says a lot about how 2026 has gone. Sandisk shares have gained more than 600% this year, more than any other stock in the S&P 500.
Nike's stock, meanwhile, reached a 52-week low this week. And Sandisk, worth about $260 billion, is currently more than four times the size of the roughly $54 billion sportswear giant.
#sandisk #networks #four #Companies
Four companies are leaving to make room: Nike (NYSE:NKE), Colgate-Palmolive, Simon Property Group, and Honeywell Aerospace.
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 swap says a lot about how 2026 has gone. Sandisk shares have gained more than 600% this year, more than any other stock in the S&P 500.
Nike's stock, meanwhile, reached a 52-week low this week. And Sandisk, worth about $260 billion, is currently more than four times the size of the roughly $54 billion sportswear giant.
#sandisk #networks #four #Companies
1 day ago
US stocks were mixed on Friday as investors continued to calibrate to the Federal Reserve's first rate hike in three years and existential fears about artificial intelligence's capabilities.
The tech-heavy Nasdaq Composite (^IXIC) rose 0.4% but ended the week in green. Meanwhile, the S&P 500 (^GSPC) rose 0.2% but eked out a loss for the week. The Dow Jones Industrial Average (^DJI) was down 0.2% and lost more than 1.5% for the week.
The 10-year Treasury yield (^TNX) rose 5 basis points to hover near the 5% level as traders increased bets that the Fed will raise rates again in October.
Markets appeared to look past the Fed's 25 basis point rate hike this week, which was widely expected. US stock continued to climb after the Bank of ***** an raised interest rates to the highest level in 31 years.
However, ***** ysts and top CEOs aren't convinced that one rate hike (by the Fed) will be enough to bring down stubbornly high inflation. "It's not clear to me we've slayed inflation," JPMorgan Chase CEO Jamie Dimon told Yahoo Finance this week.
#week #years #down #level
The tech-heavy Nasdaq Composite (^IXIC) rose 0.4% but ended the week in green. Meanwhile, the S&P 500 (^GSPC) rose 0.2% but eked out a loss for the week. The Dow Jones Industrial Average (^DJI) was down 0.2% and lost more than 1.5% for the week.
The 10-year Treasury yield (^TNX) rose 5 basis points to hover near the 5% level as traders increased bets that the Fed will raise rates again in October.
Markets appeared to look past the Fed's 25 basis point rate hike this week, which was widely expected. US stock continued to climb after the Bank of ***** an raised interest rates to the highest level in 31 years.
However, ***** ysts and top CEOs aren't convinced that one rate hike (by the Fed) will be enough to bring down stubbornly high inflation. "It's not clear to me we've slayed inflation," JPMorgan Chase CEO Jamie Dimon told Yahoo Finance this week.
#week #years #down #level
3 days ago
Brace for minor market tremors now that the Fed has hiked interest rates by 0.25%.
Although if history holds up, any losses could prove short-lived.
The S&P 500 (^GSPC) has declined by an average of 4.0% over the six weeks following the first Fed rate hike of a cycle across seven such episodes since 1988, per new ****** ysis from strategists at The Kobeissi Letter.
Stocks recovered all of those losses over the next five to six weeks on average.
In the six months following the first interest rate hike, the S&P 500 returned 4% on average. After 12 months, the S&P 500's average gain tallied 9%. Positive returns have occurred in every episode except 2022 over the 12 months.
"Fed rate hikes have historically been great buying opportunities," the strategists added.
Read more: Follow live coverage of the Fed meeting
The decision by the Fed to lift rates comes as sticky inflation readings — from the CPI to PPI — and rising energy costs force central bankers back into tightening mode. The rate hike marks the central bank's first interest rate increase since July 2023.
Investors are also focused on the updated economic projections and the Fed's "dot plot" to gauge future moves on rates — said dot plot didn't rule out one more hike this year. A hawkish dot plot as was received and follow up commentary from Fed Chairman Kevin Warsh could further elevate borrowing costs and pressure stocks initially around the world.
#rate #hike #first #plot
Although if history holds up, any losses could prove short-lived.
The S&P 500 (^GSPC) has declined by an average of 4.0% over the six weeks following the first Fed rate hike of a cycle across seven such episodes since 1988, per new ****** ysis from strategists at The Kobeissi Letter.
Stocks recovered all of those losses over the next five to six weeks on average.
In the six months following the first interest rate hike, the S&P 500 returned 4% on average. After 12 months, the S&P 500's average gain tallied 9%. Positive returns have occurred in every episode except 2022 over the 12 months.
"Fed rate hikes have historically been great buying opportunities," the strategists added.
Read more: Follow live coverage of the Fed meeting
The decision by the Fed to lift rates comes as sticky inflation readings — from the CPI to PPI — and rising energy costs force central bankers back into tightening mode. The rate hike marks the central bank's first interest rate increase since July 2023.
Investors are also focused on the updated economic projections and the Fed's "dot plot" to gauge future moves on rates — said dot plot didn't rule out one more hike this year. A hawkish dot plot as was received and follow up commentary from Fed Chairman Kevin Warsh could further elevate borrowing costs and pressure stocks initially around the world.
#rate #hike #first #plot
3 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
A Federal Reserve rate hike is largely priced in for Wednesday, but JPMorgan says the S&P 500 could still swing anywhere from 1% higher to 2% lower depending on how Chair Kevin Warsh frames the move.
A surprise decision to hold rates steady could prove painful. JPMorgan Chase & Co. (NYSE:JPM) estimates the index could fall 1.25% to 1.75% if the Fed leaves rates unchanged.
Polymarket traders put the chance of a 25-basis-point hike at 89% Wednesday morning, compared with 11% for no change, with roughly $193 million traded on the decision.
JPMorgan argues that an unexpected hold could raise doubts about the Fed's willingness to contain inflation, potentially pushing longer-term Treasury yields higher as investors demand more compensation for inflation risk.
#wednesday #hike #higher #finance
A Federal Reserve rate hike is largely priced in for Wednesday, but JPMorgan says the S&P 500 could still swing anywhere from 1% higher to 2% lower depending on how Chair Kevin Warsh frames the move.
A surprise decision to hold rates steady could prove painful. JPMorgan Chase & Co. (NYSE:JPM) estimates the index could fall 1.25% to 1.75% if the Fed leaves rates unchanged.
Polymarket traders put the chance of a 25-basis-point hike at 89% Wednesday morning, compared with 11% for no change, with roughly $193 million traded on the decision.
JPMorgan argues that an unexpected hold could raise doubts about the Fed's willingness to contain inflation, potentially pushing longer-term Treasury yields higher as investors demand more compensation for inflation risk.
#wednesday #hike #higher #finance
4 days ago
Investors choosing between Carnival (NYSE:CCL) and Uber Technologies (NYSE:UBER) must decide between a capital-intensive cruise leader and a high-growth technology platform. Both companies have shown resilience, but their financial structures offer very different risks.
Carnival operates as a global giant in the travel industry, managing a diverse fleet of ships that cater to millions of vacationers. Uber dominates the gig economy by connecting riders, diners, and shippers with service providers through its proprietary mobile applications and digital infrastructure.
As a major player among consumer discretionary stocks, Carnival operates a massive fleet of over 90 ships across eight distinct brands. In its latest annual report, the company highlighted a workforce of over 160,000 team members who served approximately 13.5 million guests throughout 2025. This scale allows the company to source passengers from major global markets, and notably, no single travel agency group accounted for more than 10% of total revenue during the year.
In FY 2025, revenue reached nearly $26.6 billion, representing a growth rate of roughly 6.4% compared to the prior year. This top-line expansion helped the company generate a net income of approximately $2.8 billion, a significant improvement over the $1.9 billion recorded in 2024. The net margin improved to 10.4%, indicating that the company is successfully converting a larger portion of its sales into actual profit.
Based on its November 2025 balance sheet, Carnival carries a debt-to-equity ratio of 2.3x, which is the total debt divided by shareholder equity. Its current ratio, a measure of current **** ets relative to current liabilities, is nearly 0.3x, suggesting tight short-term liquidity. However, the company generated close to $2.6 billion in free cash flow, which is cash from operations minus capital expenditures, providing capital for debt reduction and fleet maintenance.
#carnival #fleet #current
Carnival operates as a global giant in the travel industry, managing a diverse fleet of ships that cater to millions of vacationers. Uber dominates the gig economy by connecting riders, diners, and shippers with service providers through its proprietary mobile applications and digital infrastructure.
As a major player among consumer discretionary stocks, Carnival operates a massive fleet of over 90 ships across eight distinct brands. In its latest annual report, the company highlighted a workforce of over 160,000 team members who served approximately 13.5 million guests throughout 2025. This scale allows the company to source passengers from major global markets, and notably, no single travel agency group accounted for more than 10% of total revenue during the year.
In FY 2025, revenue reached nearly $26.6 billion, representing a growth rate of roughly 6.4% compared to the prior year. This top-line expansion helped the company generate a net income of approximately $2.8 billion, a significant improvement over the $1.9 billion recorded in 2024. The net margin improved to 10.4%, indicating that the company is successfully converting a larger portion of its sales into actual profit.
Based on its November 2025 balance sheet, Carnival carries a debt-to-equity ratio of 2.3x, which is the total debt divided by shareholder equity. Its current ratio, a measure of current **** ets relative to current liabilities, is nearly 0.3x, suggesting tight short-term liquidity. However, the company generated close to $2.6 billion in free cash flow, which is cash from operations minus capital expenditures, providing capital for debt reduction and fleet maintenance.
#carnival #fleet #current
13 days ago
Orionx, a crypto trading exchange backed by the stablecoin giant Tether, announced on Sep. 3 that it is shutting down after an audit discovered a gap in client ******* ets worth $7 million.
A Chilean exchange, Orionx revealed that a forensic audit confirmed a transfer of ******* ets worth more than $7 million held in custody to wallets not administered by the company.
Related: Andrew Tate sends harsh message on crypto from Miami prison
The exchange said it filed a complaint with the Public Prosecutor's Office for an investigation and filed a criminal lawsuit against co-founders Joaquín Díaz and Roberto Zibert.
Orionx said its sole priority right now is to work toward returning the largest possible amount of their ******* ets to the clients in the fastest and fairest way possible. It said it has already reported the ******* et closure and restitution plan to the authorities, with the first phase currently under implementation.
#assets #Crypto #million #filed
A Chilean exchange, Orionx revealed that a forensic audit confirmed a transfer of ******* ets worth more than $7 million held in custody to wallets not administered by the company.
Related: Andrew Tate sends harsh message on crypto from Miami prison
The exchange said it filed a complaint with the Public Prosecutor's Office for an investigation and filed a criminal lawsuit against co-founders Joaquín Díaz and Roberto Zibert.
Orionx said its sole priority right now is to work toward returning the largest possible amount of their ******* ets to the clients in the fastest and fairest way possible. It said it has already reported the ******* et closure and restitution plan to the authorities, with the first phase currently under implementation.
#assets #Crypto #million #filed
16 days ago
September S&P 500 E-Mini futures (ESU26) are up +0.08%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.09% this morning, pointing to a muted open on Wall Street as bond yields stabilized near multi-year highs, while investors digested the latest batch of tech earnings.
The price of WTI crude reversed earlier losses and rose more than +1% on Thursday after Tehran's claims of fresh retaliation overshadowed U.S. President Donald Trump's prediction of a short-lived operation against Iran. The state-run Islamic Republic News Agency reported on Thursday that Iran's military launched missile and drone attacks on U.S. bases in Kuwait and the UAE. Oil prices initially moved lower after President Trump told reporters that he does not expect the renewed U.S. bombing campaign against Iran to last "too long."
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#Iran
The price of WTI crude reversed earlier losses and rose more than +1% on Thursday after Tehran's claims of fresh retaliation overshadowed U.S. President Donald Trump's prediction of a short-lived operation against Iran. The state-run Islamic Republic News Agency reported on Thursday that Iran's military launched missile and drone attacks on U.S. bases in Kuwait and the UAE. Oil prices initially moved lower after President Trump told reporters that he does not expect the renewed U.S. bombing campaign against Iran to last "too long."
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#Iran
17 days ago
By Mary Guzman
Apple's July 10, 2026 lawsuit against OpenAI, filed in the Northern District of California just five weeks after OpenAI's confidential Form S‑1 targeted a trillion‑dollar valuation, presents a governance case study with implications far beyond Silicon Valley. In Apple Inc. v. Liu, No. 5:26‑cv‑07078, Apple alleges that OpenAI Group PBC, OpenAI Foundation, io Products LLC, former Apple vice president Tang Yew Tan, and former Apple engineer Chang Liu engaged in a coordinated effort to obtain confidential Apple hardware designs, supply‑chain intelligence, and unreleased product specifications. Apple claims the misappropriation reached every level of OpenAI's hardware organization and seeks preliminary and permanent injunctions, compensatory damages, a reasonable royalty in the alternative, exemplary damages for willful misappropriation, and attorneys' fees*. OpenAI denies all allegations and points to Apple's allegedly lax exit procedures as the key negating factor.
From a governance perspective, the case highlights a recurring pattern: trade‑secret disputes that appear straightforward to the public often reveal deeper structural weaknesses inside the victim organization. The industry has seen versions of this before—emails encouraging departing employees to "bring what you know," or the more extreme mole scenario, as in Deel v. Rippling. These are not just operational failures; they are governance failures that should alarm any board member or investor expecting a clean exit or a stable competitive position.
The risk is accelerating. More than 1,500 federal trade‑secret cases were filed in 2025 – the highest ever – and still only a fraction of the true number. AI proliferation, high employee mobility, and limits on non‑competes ensure that trade‑secret litigation will continue to rise. Meanwhile, companies increasingly rely on trade‑secret protection (surpassing the long-favored patent-or-die approach) recognizing that patents disclose the playbook to competitors and nation‑state adversaries. In a world where competitive advantage is often driven by a process rather than the output it creates, trade secrets are often the most valuable and strategic IP ******* et.
But the governance question is always the same: Did the company actually have protectable trade secrets? That requires: a) legal ownership of the innovation, b) demonstrable uniqueness that creates value, and c) "reasonable measures" to protect it.
#confidential #case
Apple's July 10, 2026 lawsuit against OpenAI, filed in the Northern District of California just five weeks after OpenAI's confidential Form S‑1 targeted a trillion‑dollar valuation, presents a governance case study with implications far beyond Silicon Valley. In Apple Inc. v. Liu, No. 5:26‑cv‑07078, Apple alleges that OpenAI Group PBC, OpenAI Foundation, io Products LLC, former Apple vice president Tang Yew Tan, and former Apple engineer Chang Liu engaged in a coordinated effort to obtain confidential Apple hardware designs, supply‑chain intelligence, and unreleased product specifications. Apple claims the misappropriation reached every level of OpenAI's hardware organization and seeks preliminary and permanent injunctions, compensatory damages, a reasonable royalty in the alternative, exemplary damages for willful misappropriation, and attorneys' fees*. OpenAI denies all allegations and points to Apple's allegedly lax exit procedures as the key negating factor.
From a governance perspective, the case highlights a recurring pattern: trade‑secret disputes that appear straightforward to the public often reveal deeper structural weaknesses inside the victim organization. The industry has seen versions of this before—emails encouraging departing employees to "bring what you know," or the more extreme mole scenario, as in Deel v. Rippling. These are not just operational failures; they are governance failures that should alarm any board member or investor expecting a clean exit or a stable competitive position.
The risk is accelerating. More than 1,500 federal trade‑secret cases were filed in 2025 – the highest ever – and still only a fraction of the true number. AI proliferation, high employee mobility, and limits on non‑competes ensure that trade‑secret litigation will continue to rise. Meanwhile, companies increasingly rely on trade‑secret protection (surpassing the long-favored patent-or-die approach) recognizing that patents disclose the playbook to competitors and nation‑state adversaries. In a world where competitive advantage is often driven by a process rather than the output it creates, trade secrets are often the most valuable and strategic IP ******* et.
But the governance question is always the same: Did the company actually have protectable trade secrets? That requires: a) legal ownership of the innovation, b) demonstrable uniqueness that creates value, and c) "reasonable measures" to protect it.
#confidential #case
18 days ago
US stocks lost steam on Tuesday as a fresh round of US airstrikes on Iran sent oil prices higher, while a bond market sell-off and speculation about the Fed's next interest rate move kept buyers on the sidelines.
The Dow Jones Industrial Average (^DJI) slid nearly 0.8%, while the S&P 500 (^GSPC) also lost roughly 0.7%. The tech-heavy Nasdaq Composite (^IXIC) was down more than 1% after stocks closed August with solid gains.
Stocks entered September with double-digit year-to-date returns and earnings expectations that continue to rise. However, volatile oil prices and the potential return of Fed rate hikes have given investors reason to worry heading into the historically weakest month for stocks.
Crude oil prices (CL=F) accelerated gains in afternoon trading after the US Central Command said it launched new attacks against Iranian targets, signaling a reescalation in the hot war in the Middle East. The barrage came after two oil tankers were struck while attempting to exit the Strait of Hormuz, sending Brent futures (BZ=F), the global benchmark, trading above $95 per barrel.
US bond yields continued their march higher on Tuesday, with the 10-year yield (^TNX) rising to 4.79%, its highest intraday level since January 2025. The 30-year (^TYX) climbed to 5.27%, hovering near multi-decade highs.
#tuesday #lost #higher #gains
The Dow Jones Industrial Average (^DJI) slid nearly 0.8%, while the S&P 500 (^GSPC) also lost roughly 0.7%. The tech-heavy Nasdaq Composite (^IXIC) was down more than 1% after stocks closed August with solid gains.
Stocks entered September with double-digit year-to-date returns and earnings expectations that continue to rise. However, volatile oil prices and the potential return of Fed rate hikes have given investors reason to worry heading into the historically weakest month for stocks.
Crude oil prices (CL=F) accelerated gains in afternoon trading after the US Central Command said it launched new attacks against Iranian targets, signaling a reescalation in the hot war in the Middle East. The barrage came after two oil tankers were struck while attempting to exit the Strait of Hormuz, sending Brent futures (BZ=F), the global benchmark, trading above $95 per barrel.
US bond yields continued their march higher on Tuesday, with the 10-year yield (^TNX) rising to 4.79%, its highest intraday level since January 2025. The 30-year (^TYX) climbed to 5.27%, hovering near multi-decade highs.
#tuesday #lost #higher #gains
18 days ago
Sunnyvale, California-based Intuitive Surgical, Inc. (ISRG) develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care. Valued at $133.1 billion by market cap, the company offers endoscopes, endoscopic retractors and disectors, scissors, scalpels, forceps, needle holders, electrocautery, ultrasonic cutters, and accessories during surgical procedures.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
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
#intuitive #dear
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
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
#intuitive #dear
19 days ago
Venezuela has the largest proven oil reserves in the world, and its heavy crude is particularly well suited to the sophisticated refineries lining the U.S. Gulf Coast. More Venezuelan oil should help U.S. refiners, but that doesn't translate directly into lower prices at the pump.
Trump announced Friday that the U.S. had secured majority control over Venezuelan fields containing more than 65 billion barrels of oil, saying the agreement would greatly increase U.S. supply and substantially lower gasoline prices "long into the future." On Sunday, he added another destination for Venezuelan crude, saying Washington would soon start using it to refill the Strategic Petroleum Reserve.
The deal gives the U.S. access to an enormous oil resource, but the effect on gasoline prices will depend on how much additional Venezuelan crude can actually be produced and where those barrels go.
Venezuela is currently producing roughly 1.25 million bpd, while the new projects are targeting production above 1.5 million bpd. Getting substantially beyond that will require more drilling, extensive workovers, improved infrastructure, reliableF access to diluents and significantly more drilling rigs, according to Rystad.
Venezuelan crude's role in American refining is already substantial. U.S. imports from Venezuela averaged 637,000 bpd over the four weeks through Aug. 21, according to the EIA, reaching 662,000 bpd in the latest week. Venezuela was the second-largest U.S. crude supplier behind Canada during that period. Those barrels have become more useful as the U.S.-Iran war has disrupted crude and heavy fuel oil flows from the Middle East.
#venezuelan
Trump announced Friday that the U.S. had secured majority control over Venezuelan fields containing more than 65 billion barrels of oil, saying the agreement would greatly increase U.S. supply and substantially lower gasoline prices "long into the future." On Sunday, he added another destination for Venezuelan crude, saying Washington would soon start using it to refill the Strategic Petroleum Reserve.
The deal gives the U.S. access to an enormous oil resource, but the effect on gasoline prices will depend on how much additional Venezuelan crude can actually be produced and where those barrels go.
Venezuela is currently producing roughly 1.25 million bpd, while the new projects are targeting production above 1.5 million bpd. Getting substantially beyond that will require more drilling, extensive workovers, improved infrastructure, reliableF access to diluents and significantly more drilling rigs, according to Rystad.
Venezuelan crude's role in American refining is already substantial. U.S. imports from Venezuela averaged 637,000 bpd over the four weeks through Aug. 21, according to the EIA, reaching 662,000 bpd in the latest week. Venezuela was the second-largest U.S. crude supplier behind Canada during that period. Those barrels have become more useful as the U.S.-Iran war has disrupted crude and heavy fuel oil flows from the Middle East.
#venezuelan
25 days ago
With a market cap of $57.1 billion, Public Storage (PSA) is the largest owner and operator of self-storage facilities in the United States, offering month-to-month storage solutions for personal and business use. The company operates over 3,000 facilities across 40 states and holds a 35% stake in Shurgard Self Storage, which manages 281 facilities in Western Europe.
Shares of the Frisco, Texas-based company have underperformed the broader market over the past 52 weeks. PSA stock has risen 10.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 18.3%. However, shares of the company are up 25.2% on a YTD basis, outpacing SPX's 11.8% gain.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.
#states
Shares of the Frisco, Texas-based company have underperformed the broader market over the past 52 weeks. PSA stock has risen 10.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 18.3%. However, shares of the company are up 25.2% on a YTD basis, outpacing SPX's 11.8% gain.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.
#states
26 days ago
A 4% yield requires $2.34 million in capital versus $936,000 at 10%, but high yields risk NAV erosion and return-of-capital distributions.
Dividend-growth stocks at 4% compounding 7% annually produce roughly $184,000 in year 10, versus a flat $93,600 from a 10% high-yield portfolio.
Auditing actual after-tax spending may reveal you only need $6,000 monthly instead of $7,800, reducing required portfolio capital by $500,000.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Replacing $7,800 a month, or $93,600 a year, from dividends is a specific number with a specific answer: it depends entirely on the yield you accept. The right yield choice is the difference between a portfolio that grows into an inflation hedge and one that quietly liquidates itself while paying you back with your own principal. This piece lays out the capital math at three yield tiers, using durable dividend payers as anchors, and flags where the yield trap risk actually lives.
#Dividend #advisor
Dividend-growth stocks at 4% compounding 7% annually produce roughly $184,000 in year 10, versus a flat $93,600 from a 10% high-yield portfolio.
Auditing actual after-tax spending may reveal you only need $6,000 monthly instead of $7,800, reducing required portfolio capital by $500,000.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Replacing $7,800 a month, or $93,600 a year, from dividends is a specific number with a specific answer: it depends entirely on the yield you accept. The right yield choice is the difference between a portfolio that grows into an inflation hedge and one that quietly liquidates itself while paying you back with your own principal. This piece lays out the capital math at three yield tiers, using durable dividend payers as anchors, and flags where the yield trap risk actually lives.
#Dividend #advisor
30 days ago
Adobe (ADBE) trades at 10x forward earnings despite AI-first ARR tripling YoY to $500M, pointing to a $307 buy target.
Salesforce (CRM) trades near 23x trailing P/E while Autodesk (ADSK) earns roughly half Adobe's EPS, making Adobe's 10x multiple look deeply undervalued.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn't make the cut. Grab the names FREE today.
Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of the past year, and the discount has finally gotten interesting. The stock trades at 10x forward earnings, a multiple typically reserved for mature hardware companies rather than a software business generating $27.10 billion in ARR.
Our 24/7 Wall St. price target for Adobe is $307.15, implying roughly 12% upside from the current quote of $276.63. The recommendation is buy, with our model expressing high confidence at 90%.
#forward #target #names
Salesforce (CRM) trades near 23x trailing P/E while Autodesk (ADSK) earns roughly half Adobe's EPS, making Adobe's 10x multiple look deeply undervalued.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn't make the cut. Grab the names FREE today.
Adobe (NASDAQ:ADBE) has been one of the most punished large-cap software names of the past year, and the discount has finally gotten interesting. The stock trades at 10x forward earnings, a multiple typically reserved for mature hardware companies rather than a software business generating $27.10 billion in ARR.
Our 24/7 Wall St. price target for Adobe is $307.15, implying roughly 12% upside from the current quote of $276.63. The recommendation is buy, with our model expressing high confidence at 90%.
#forward #target #names
1 month ago
Retail giant Walmart (NASDAQ:WMT) aims to silence growing ******* yst skepticism when it reports second-quarter financial results Thursday before market open.
Here are the earnings estimates, what ******* ysts are saying ahead of the report and key items to watch.
Analysts expect Walmart to report second-quarter revenue of $186.8 billion, up from $177.4 billion in last year's second quarter, according to data from Benzinga Pro.
The company has beaten ******* yst estimates for revenue in 25 straight quarters.
Analysts expect Walmart to report earnings of 74 cents per share for the second quarter, up from 68 cents per share in last year's second quarter.
#expect
Here are the earnings estimates, what ******* ysts are saying ahead of the report and key items to watch.
Analysts expect Walmart to report second-quarter revenue of $186.8 billion, up from $177.4 billion in last year's second quarter, according to data from Benzinga Pro.
The company has beaten ******* yst estimates for revenue in 25 straight quarters.
Analysts expect Walmart to report earnings of 74 cents per share for the second quarter, up from 68 cents per share in last year's second quarter.
#expect
1 month ago
Entergy Corporation (ETR), headquartered in New Orleans, Louisiana, produces and retails distribution of electricity. Valued at $50.3 billion by market cap, the company delivers electricity to utility customers in Arkansas, Louisiana, Mississippi, and Texas. Entergy also owns and operates nuclear plants in the northern U.S.
Shares of this leading integrated energy company have underperformed the broader market over the past year. ETR has gained 19.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.4%. However, in 2026, ETR stock is up 16.7%, surpassing the SPX's 13.7% rise on a YTD basis.
Wall Street Thinks Monolithic Power Is a Buy. Here's Why It Might Be Right.
Crude Prices Slightly Lower as Oil Supplies Transit Through the Persian Gulf
Crude Prices Jump as US-Iran War at a Standstill
#electricity
Shares of this leading integrated energy company have underperformed the broader market over the past year. ETR has gained 19.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.4%. However, in 2026, ETR stock is up 16.7%, surpassing the SPX's 13.7% rise on a YTD basis.
Wall Street Thinks Monolithic Power Is a Buy. Here's Why It Might Be Right.
Crude Prices Slightly Lower as Oil Supplies Transit Through the Persian Gulf
Crude Prices Jump as US-Iran War at a Standstill
#electricity
2 months 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.
Glencore reported a huge first-half earnings jump as it turns a global energy crisis into a money-making opportunity. The mining giant isn't just pulling metals out of the ground. It's trading the panic around them.
Glencore delivered a sharp first-half rebound.
Revenue rose 49% to $174.4 billion. Adjusted EBITDA rose 86% to $10.1 billion, helped by stronger commodity prices and a major uplift in trading profits. Net income swung to $4.4 billion from $655 million a year earlier.
The marketing division was the standout. Adjusted EBIT jumped 142% to $3.3 billion, as Middle East conflict reshaped oil, LNG and shipping markets.
#billion #trading #NVIDIA #revenue
Glencore reported a huge first-half earnings jump as it turns a global energy crisis into a money-making opportunity. The mining giant isn't just pulling metals out of the ground. It's trading the panic around them.
Glencore delivered a sharp first-half rebound.
Revenue rose 49% to $174.4 billion. Adjusted EBITDA rose 86% to $10.1 billion, helped by stronger commodity prices and a major uplift in trading profits. Net income swung to $4.4 billion from $655 million a year earlier.
The marketing division was the standout. Adjusted EBIT jumped 142% to $3.3 billion, as Middle East conflict reshaped oil, LNG and shipping markets.
#billion #trading #NVIDIA #revenue
2 months ago
2 months ago
By
July 30, 2026 5:49 pm ET
Listen
(2 min)
Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. Then Microsoft MSFT 3.02%
increase; up pointing triangle
gained nearly half a trillion dollars in one day.
#july #wall #street
July 30, 2026 5:49 pm ET
Listen
(2 min)
Tension between Silicon Valley’s astronomical AI spending and Wall Street fears that it won’t pay off had been sending markets on a wild ride. Then Microsoft MSFT 3.02%
increase; up pointing triangle
gained nearly half a trillion dollars in one day.
#july #wall #street
2 months ago
The semiconductor sell-off has punished investors across the board. Leverage has made the damage far harder to recover from.
The iShares Semiconductor ETF (SOXX) has fallen roughly 25% from its June 22 peak while the Direxion Daily Semiconductor Bull 3X Shares (SOXL), a leveraged ETF, has plunged nearly two-thirds over the same stretch.
The latest slide is part of a chip-stock crash that the rest of the market has largely absorbed.
The leverage unwind intensified overnight after SK Hynix (SKHY) reported earnings, sending South Korea's Kospi (^KS11) down as much as 13% before dip buyers cut the loss to 6%. Goldman Sachs traders still saw buyers stepping into memory stocks, suggesting the rout remains disorderly rather than capitulatory, even as the sell-off triggered a record wave of trading halts.
It would be easy to ******* ume that SOXL should be down three times the SOXX loss of 25%, or 75%. SOXL did not malfunction. The fund is designed to deliver three times the daily return of the NYSE Semiconductor Index.
#down
The iShares Semiconductor ETF (SOXX) has fallen roughly 25% from its June 22 peak while the Direxion Daily Semiconductor Bull 3X Shares (SOXL), a leveraged ETF, has plunged nearly two-thirds over the same stretch.
The latest slide is part of a chip-stock crash that the rest of the market has largely absorbed.
The leverage unwind intensified overnight after SK Hynix (SKHY) reported earnings, sending South Korea's Kospi (^KS11) down as much as 13% before dip buyers cut the loss to 6%. Goldman Sachs traders still saw buyers stepping into memory stocks, suggesting the rout remains disorderly rather than capitulatory, even as the sell-off triggered a record wave of trading halts.
It would be easy to ******* ume that SOXL should be down three times the SOXX loss of 25%, or 75%. SOXL did not malfunction. The fund is designed to deliver three times the daily return of the NYSE Semiconductor Index.
#down
2 months ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted W. R. Berkley Corporation (NYSE:WRB). Headquartered in Greenwich, Connecticut, W. R. Berkley Corporation (NYSE:WRB) is an insurance holding company operates as a commercial line writer. On July 22, 2026, W. R. Berkley Corporation (NYSE:WRB) closed at $72.36 per share, reflecting a market capitalization of $26.85 billion. W. R. Berkley Corporation (NYSE:WRB) posted a one-month return of 4.43%, while its shares gained 5.57% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding W. R. Berkley Corporation (NYSE:WRB) in its Q2 2026 investor update:
"W. R. Berkley Corporation (NYSE:WRB) is a property-and-casualty insurer with a long record of dividend growth and disciplined value creation, precisely the profile our process is designed to find. The company runs a decentralized model of more than 50 business units, each tailored to its market, with a focus on specialty and excess-and-surplus lines that demands deep underwriting expertise and generates high, durable returns on capital. Berkley has raised its dividend for 25 consecutive years, a five-year compound annual growth rate of roughly 11.6%, and regularly returns excess capital through special dividends when its balance sheet allows. That combination of free-cash-flow generation and shareholder-friendly capital allocation is exactly what our model favors.
Berkley is family-run, with a conservative underwriting culture and balance sheet. Its earnings are relatively insulated from the economic cycle, and we believe the position adds ballast to the portfolio: a more defensive, lower-volatility holding that can help steady returns at a time when AI is widening the range of outcomes across many sectors. With the shares trading at an attractive valuation relative to the quality and returns of the business, we initiated the position."
#corporation
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted W. R. Berkley Corporation (NYSE:WRB). Headquartered in Greenwich, Connecticut, W. R. Berkley Corporation (NYSE:WRB) is an insurance holding company operates as a commercial line writer. On July 22, 2026, W. R. Berkley Corporation (NYSE:WRB) closed at $72.36 per share, reflecting a market capitalization of $26.85 billion. W. R. Berkley Corporation (NYSE:WRB) posted a one-month return of 4.43%, while its shares gained 5.57% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding W. R. Berkley Corporation (NYSE:WRB) in its Q2 2026 investor update:
"W. R. Berkley Corporation (NYSE:WRB) is a property-and-casualty insurer with a long record of dividend growth and disciplined value creation, precisely the profile our process is designed to find. The company runs a decentralized model of more than 50 business units, each tailored to its market, with a focus on specialty and excess-and-surplus lines that demands deep underwriting expertise and generates high, durable returns on capital. Berkley has raised its dividend for 25 consecutive years, a five-year compound annual growth rate of roughly 11.6%, and regularly returns excess capital through special dividends when its balance sheet allows. That combination of free-cash-flow generation and shareholder-friendly capital allocation is exactly what our model favors.
Berkley is family-run, with a conservative underwriting culture and balance sheet. Its earnings are relatively insulated from the economic cycle, and we believe the position adds ballast to the portfolio: a more defensive, lower-volatility holding that can help steady returns at a time when AI is widening the range of outcomes across many sectors. With the shares trading at an attractive valuation relative to the quality and returns of the business, we initiated the position."
#corporation
2 months ago
S&P Dow Jones Indices and Pantera Capital launched an 18-coin crypto index led by Ethereum, BNB, Solana, Tron and Hyperliquid, and left out both Bitcoin and XRP.
A coin only qualifies if the protocol behind it earns consecutive quarters of revenue and returns some of that money to token holders—a rule modeled on the S&P 500's four-quarter earnings test.
XRP's entire burn since 2012 totals roughly $16 million, which is less than 1% of the $3 billion the 18 qualifying coins generate yearly.
The exclusion stings XRP more than Bitcoin, given that utility is XRP's core value pitch while Bitcoin's digital gold narrative never required revenue.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
#pantera #Solana
A coin only qualifies if the protocol behind it earns consecutive quarters of revenue and returns some of that money to token holders—a rule modeled on the S&P 500's four-quarter earnings test.
XRP's entire burn since 2012 totals roughly $16 million, which is less than 1% of the $3 billion the 18 qualifying coins generate yearly.
The exclusion stings XRP more than Bitcoin, given that utility is XRP's core value pitch while Bitcoin's digital gold narrative never required revenue.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
#pantera #Solana
2 months ago
While artificial intelligence (AI) has been the buzz of Wall Street over the last two years, it's not the only trend responsible for lifting the market's major stock indexes to new heights. Investor hype surrounding quantum computing deserves its fair share of credit.
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
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 »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
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 »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
2 months 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.
Swatch Group reported stronger first-half sales as demand improved across its watch brands and shoppers lined up for its Royal Pop pocket watch collaboration with Audemars Piguet. Sales rose 8.5% at constant exchange rates to CHF 3.12 billion (about $3.8 billion), helped by a sharp acceleration in May and June. But operating profit fell to CHF 52 million, badly missing expectations, as currency effects and production costs weighed. The watches are moving again. The margins, less so.
Swatch Group, owner of Omega, Longines, Tissot, Breguet and Swatch, reported first-half net sales of CHF 3.12 billion. At constant exchange rates, sales rose 8.5% from a year earlier. On a reported basis, growth was much weaker because the strong Swiss franc dragged on results.
The company said sales momentum improved sharply in the second quarter, especially in May and June. Demand was helped by strength across price segments and regions, including the US, Europe, ***** an, South Korea and China.
A major highlight was the Royal Pop, a pocket watch made with Audemars Piguet. The launch triggered long lines in cities including New York, London, Barcelona and Dubai, with demand so strong that Swatch had to close some stores and limit queues.
#swatch #sales #reported
Swatch Group reported stronger first-half sales as demand improved across its watch brands and shoppers lined up for its Royal Pop pocket watch collaboration with Audemars Piguet. Sales rose 8.5% at constant exchange rates to CHF 3.12 billion (about $3.8 billion), helped by a sharp acceleration in May and June. But operating profit fell to CHF 52 million, badly missing expectations, as currency effects and production costs weighed. The watches are moving again. The margins, less so.
Swatch Group, owner of Omega, Longines, Tissot, Breguet and Swatch, reported first-half net sales of CHF 3.12 billion. At constant exchange rates, sales rose 8.5% from a year earlier. On a reported basis, growth was much weaker because the strong Swiss franc dragged on results.
The company said sales momentum improved sharply in the second quarter, especially in May and June. Demand was helped by strength across price segments and regions, including the US, Europe, ***** an, South Korea and China.
A major highlight was the Royal Pop, a pocket watch made with Audemars Piguet. The launch triggered long lines in cities including New York, London, Barcelona and Dubai, with demand so strong that Swatch had to close some stores and limit queues.
#swatch #sales #reported
2 months ago
AMC Entertainment Holdings, Inc. (NYSE:AMC) jumped 16% in premarket trading on Monday after reporting record second-quarter revenue and a surprise adjusted profit. Revenue reached $1.60 billion, compared with the $1.47 billion expected by **** ysts, while adjusted earnings came in at 14 cents per share instead of the expected 6-cent loss.
The quarter provides the strongest evidence yet that movie theaters are recovering from the pandemic and Hollywood labor disruptions. Whether that recovery translates into lasting value for AMC shareholders is a more complicated question.
In detail, AMC's revenue increased 14.2% from a year earlier to $1.60 billion. Adjusted EBITDA climbed nearly 70% to $321.4 million, marking the first time the company generated more than $300 million of adjusted EBITDA in a single quarter. The company's adjusted EBITDA margin expanded to 20.1% from 13.6% a year earlier.
Attendance increased 13.5% to 71.3 million customers during the quarter. U.S. attendance rose 12%, while international attendance increased 17.9%. Admissions revenue advanced to $863.1 million, and food and beverage revenue climbed to $576.1 million.
The broader domestic box office grew 10.7% to approximately $2.99 billion during the quarter, its best performance in seven years. AMC's domestic revenue increased 13%, suggesting the company grew slightly faster than the overall market.
#revenue #million #billion #increased
The quarter provides the strongest evidence yet that movie theaters are recovering from the pandemic and Hollywood labor disruptions. Whether that recovery translates into lasting value for AMC shareholders is a more complicated question.
In detail, AMC's revenue increased 14.2% from a year earlier to $1.60 billion. Adjusted EBITDA climbed nearly 70% to $321.4 million, marking the first time the company generated more than $300 million of adjusted EBITDA in a single quarter. The company's adjusted EBITDA margin expanded to 20.1% from 13.6% a year earlier.
Attendance increased 13.5% to 71.3 million customers during the quarter. U.S. attendance rose 12%, while international attendance increased 17.9%. Admissions revenue advanced to $863.1 million, and food and beverage revenue climbed to $576.1 million.
The broader domestic box office grew 10.7% to approximately $2.99 billion during the quarter, its best performance in seven years. AMC's domestic revenue increased 13%, suggesting the company grew slightly faster than the overall market.
#revenue #million #billion #increased
2 months ago
Conagra Brands (NYSE:CAG) shares fell 3.2% in premarket trading after the packaged food company issued a weaker-than-expected earnings outlook for fiscal 2027, overshadowing fourth-quarter results that narrowly exceeded Wall Street forecasts.
For the quarter ended 31 May 2026, Conagra reported adjusted earnings per share of 0.47 dollars, slightly above ****** ysts' consensus estimate of 0.46 dollars.
Revenue increased 3.6% year on year to 2.9 billion dollars, marginally ahead of the expected 2.89 billion dollars.
Organic net sales were broadly unchanged, as a 1.6% improvement from pricing and product mix was offset by a 1.6% decline in sales volumes.
Investor sentiment weakened after Conagra forecast adjusted earnings per share of between 1.40 and 1.50 dollars for fiscal 2027.
For the quarter ended 31 May 2026, Conagra reported adjusted earnings per share of 0.47 dollars, slightly above ****** ysts' consensus estimate of 0.46 dollars.
Revenue increased 3.6% year on year to 2.9 billion dollars, marginally ahead of the expected 2.89 billion dollars.
Organic net sales were broadly unchanged, as a 1.6% improvement from pricing and product mix was offset by a 1.6% decline in sales volumes.
Investor sentiment weakened after Conagra forecast adjusted earnings per share of between 1.40 and 1.50 dollars for fiscal 2027.
2 months ago
(Refiles to correct dateline)
By Nicolás Misculin
BUENOS AIRES, July 16 (Reuters) - Higher global beef prices and new trade deals under President Javier Milei are encouraging Argentina's ranchers to raise heavier cattle, betting on a sustained export boom that could reshape the country's meat industry.
One **** yst said they expect exports from Argentina — famous for its asado barbecues, steakhouses and world-leading per capita beef consumption — to rise by as much as 50% over the next four years, building on strong export revenue growth already seen in 2026.
The shift marks a break from a longstanding model focused heavily on domestic consumption, as ranchers respond to stronger overseas demand from a range of markets, including the United States, Israel, Europe and China, alongside fresh trade opportunities created by new agreements with the U.S. and European Union.
By Nicolás Misculin
BUENOS AIRES, July 16 (Reuters) - Higher global beef prices and new trade deals under President Javier Milei are encouraging Argentina's ranchers to raise heavier cattle, betting on a sustained export boom that could reshape the country's meat industry.
One **** yst said they expect exports from Argentina — famous for its asado barbecues, steakhouses and world-leading per capita beef consumption — to rise by as much as 50% over the next four years, building on strong export revenue growth already seen in 2026.
The shift marks a break from a longstanding model focused heavily on domestic consumption, as ranchers respond to stronger overseas demand from a range of markets, including the United States, Israel, Europe and China, alongside fresh trade opportunities created by new agreements with the U.S. and European Union.
2 months ago
With a market cap of $26.2 billion, Mettler-Toledo International Inc. (MTD) is a leading global provider of precision instruments and services, recognized for its innovation and strong market leadership across a wide range of industries, including life sciences, food, and chemicals. With products sold in more than 140 countries and a direct presence in approximately 40 countries, the company supports critical research, quality control, and manufacturing processes through an extensive global sales and service network.
The Greifensee, Switzerland-based company is set to unveil its fiscal Q2 2026 results after the market closes on Thursday, Jul. 30. Ahead of the event, ******* ysts forecast MTD to post an adjusted EPS of $10.78, a growth of 6.8% from $10.09 in the same quarter last year. The company has surpassed Wall Street's bottom-line projections in each of the past four quarters.
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The Greifensee, Switzerland-based company is set to unveil its fiscal Q2 2026 results after the market closes on Thursday, Jul. 30. Ahead of the event, ******* ysts forecast MTD to post an adjusted EPS of $10.78, a growth of 6.8% from $10.09 in the same quarter last year. The company has surpassed Wall Street's bottom-line projections in each of the past four quarters.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
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2 months ago
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the "Palm Valley Capital Fund." A copy of the letter can be downloaded here. In the second quarter, the fund's investor class gained 1.80%, while the S&P SmallCap 600 rose 19.7% and the Morningstar Small Cap Total Return Index returned 14.0%. The Strategy primarily focused on small-cap categories, allocating 75% to cash equivalents. This led to underperformance relative to benchmarks. The Fund is currently seeking more small-cap opportunities that meet its return criteria and will act swiftly if market conditions improve. The Index benefited from strong contributions from data center construction and biotech sectors, while the energy industry lagged. Additionally, reviewing the fund's top five holdings can reveal its best investments in 2026.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Vontier Corporation (NYSE:VNT) as a newly added position. Vontier Corporation (NYSE:VNT) is a global industrial technology and mobility solutions company that operates through mobility technologies, repair solutions, and environmental and fueling solutions segments. On July 7, 2026, Vontier Corporation (NYSE:VNT) closed at $28.49 per share, reflecting a market capitalization of $4.01 billion. Vontier Corporation (NYSE:VNT) posted a one-month return of 0.60%, while its shares lost 25.56% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Vontier Corporation (NYSE:VNT) in its Q2 2026 investor letter:
"The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corporation (NYSE:VNT). Vontier sells the equipment, software, and recurring services that help convenience stores pump gas and process payments, repair shops diagnose problems, and car washes operate efficiently. It was spun out of Fortive Corporation in 2020, which itself was formerly part of Danaher. Key operations include fueling equipment and payment systems through the brands Invenco and Gilbarco Veeder-Root, vehicle repair and diagnostics tools through Matco Tools, and car wash technology through DRB. The company touches a large portion of the world's fuel transactions, since its equipment is installed at hundreds of thousands of fuel sites globally. Vontier enjoyed a significant temporary tailwind, peaking in 2021, when U.S. gas stations were required to upgrade payment terminals at the pump to support EMV chip card transactions due to shifting fraud liability rules. Some investors have long-term concerns about the company's relevance as the transportation fleet moves away from internal combustion engines. Vontier has become more fuel agnostic in recent years, with its products serving vehicles powered by gasoline, electricity, and hydrogen. The firm owns a leading provider of electric vehicle (EV) charging softw
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Vontier Corporation (NYSE:VNT) as a newly added position. Vontier Corporation (NYSE:VNT) is a global industrial technology and mobility solutions company that operates through mobility technologies, repair solutions, and environmental and fueling solutions segments. On July 7, 2026, Vontier Corporation (NYSE:VNT) closed at $28.49 per share, reflecting a market capitalization of $4.01 billion. Vontier Corporation (NYSE:VNT) posted a one-month return of 0.60%, while its shares lost 25.56% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Vontier Corporation (NYSE:VNT) in its Q2 2026 investor letter:
"The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corporation (NYSE:VNT). Vontier sells the equipment, software, and recurring services that help convenience stores pump gas and process payments, repair shops diagnose problems, and car washes operate efficiently. It was spun out of Fortive Corporation in 2020, which itself was formerly part of Danaher. Key operations include fueling equipment and payment systems through the brands Invenco and Gilbarco Veeder-Root, vehicle repair and diagnostics tools through Matco Tools, and car wash technology through DRB. The company touches a large portion of the world's fuel transactions, since its equipment is installed at hundreds of thousands of fuel sites globally. Vontier enjoyed a significant temporary tailwind, peaking in 2021, when U.S. gas stations were required to upgrade payment terminals at the pump to support EMV chip card transactions due to shifting fraud liability rules. Some investors have long-term concerns about the company's relevance as the transportation fleet moves away from internal combustion engines. Vontier has become more fuel agnostic in recent years, with its products serving vehicles powered by gasoline, electricity, and hydrogen. The firm owns a leading provider of electric vehicle (EV) charging softw
