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He doesn't get as much media attention as Larry Fink or Bill Ackman, but David Booth, chairman of Dimensional Fund Advisors, has played a foundational role in the creation of the modern ***** et management industry. Working alongside Rex Sinquefield since the early 1980s, Booth has championed the idea that academic research is superior to Wall Street intuition.
During that time, Dimensional has grown from a fledgling business operating out of a spare room of Booth's Brooklyn brownstone to a global investment manager with $1.1 trillion in ***** ets under management. He's no longer running the company, having passed the reins to current co-CEOs Dave Butler and Gerard O'Reilly, but Booth is still intimately involved in setting Dimensional's direction at a time when innovation in the exchange-traded fund market and related trends are driving another sea change in how professional portfolios are built.
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READ ALSO: Your Client's Big Tech Company Just IPO'd. Now What? and Investors Need Real Talk About Interval Funds

#company

Lowe's edges out Home Depot as the safer income hold, with a 6.93% FCF yield covering its 2.39% dividend yield by a far wider margin.
Home Depot's Pro contractor pivot drove 1.7% comp sales growth versus Lowe's 0.2%, but its free cash flow still shrank 22% and its payout ratio sits higher.
Lowe's steady raises from $1.05 to $1.25 quarterly signal a longer dividend growth runway than Home Depot's token 1.3% ***** p to $2.33.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Home Depot didn't make the cut. Enter your email to see the names that beat HD. The report is free. Enter your email and see if any of your stocks made the cut.
For an income investor weighing Home Depot (NYSE:HD) against Lowe's (NYSE:LOW), the real question is which dividend holds up better when the housing market stays frozen. Existing home sales sit at 3.98M annualized, the lowest reading in the trailing twelve-month history and inside what the series classifies as the soft range ***** ociated with high mortgage rates. Home Depot's CFO said housing turnover has "never been lower as a percentage of the housing stock". When people stop moving, they stop renovating. That is the identical headwind facing both payouts, and it sharpens the question of which one is actually safer.

#home #depot #Dividend #housing

On September 10, Piper Sandler **** yst Bill Carcache initiated coverage of Q2 Holdings, Inc. (NYSE:QTWO), giving the stock an Overweight rating and setting the price target at $82.
The research firm started coverage on companies in the payments and consumer finance group and named Q2 Holdings, Inc. (NYSE:QTWO) as its preferred name in the sector.
According to Piper Sandler, the company offers the "clearest combination" of subscription revenue growth, visibility into annual recurring revenue, and improving free cash flow conversion. The firm also highlighted the company's growing margins and debt-free balance sheet. Piper Sandler said these factors support what it sees as the clearest path toward durable growth among the payments and consumer finance group.
Q2 Holdings, Inc. (NYSE:QTWO) delivered strong financial performance in Q2 2026. The company reported revenue of $219.8 million, an increase of 13% year-over-year and 2% sequentially. GAAP gross margin improved to 59.2% from 53.6% in the prior-year quarter, while GAAP net income rose to $29.9 million from $11.8 million.
Adjusted EBITDA reached a record $62.8 million, up 37% year-over-year. The company said it delivered another quarter of consistent execution, with strong bookings across its solutions.

#year #NYSE #revenue

A Brazilian federal judge ordered the immediate suspension of all environmental licenses held by Sigma Mineração S.A., the operating subsidiary of Sigma Lithium Corporation (NASDAQ:SGML), for the Grota do Cirilo project. The September 4 preliminary order also halted mining activities following a civil action brought by the Federation of Quilombola Communities of Minas Gerais.
The dispute centers on whether the project lies within the area of influence of the Baú Quilombola Community and therefore required free, prior, and informed consultation. The judge cited studies placing the community's territory approximately 2.7 kilometers from the project's directly affected area, within the 8-kilometer presumptive regulatory impact radius applicable to mining projects outside Brazil's Legal Amazon under Interministerial Ordinance No. 60/2015. Sigma Lithium Corporation (NASDAQ:SGML) has argued that the project is outside the relevant impact zone.
The court ordered independent georeferencing and barred Minas Gerais and its environmental agency from issuing new licenses, amendments, or corrective approvals until the community-protection requirements are completed.
Two routes remain. If independent georeferencing supports the boundary position, Sigma Lithium Corporation (NASDAQ:SGML) could seek favorable court relief modifying or reversing the suspension. This provides an alternative to completing the consultation requirements.
If the project falls within the regulated impact area, Sigma Lithium Corporation (NASDAQ:SGML) would need Incra approval of the Quilombola Component Study, Basic Quilombola Environmental Plan and Final Execution Report, plus free, prior and informed consultation with the Baú community. Completing those requirements could preserve the project if acceptable mitigation is agreed.

#corporation #sgml #project #community

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Gold can act as a hedge against inflation, but it doesn't reliably rise whenever inflation does. Some investors use gold to help preserve purchasing power as prices rise, but inflation is only one of several factors that can influence gold prices.
If you've researched gold as an investment, you've probably come across financial experts **** erting that gold is a hedge against inflation. Understanding what that actually means — and what it doesn't — can help put gold's role in an investment portfolio into perspective.
An inflation hedge is an investment or strategy intended to help offset the loss of purchasing power caused by rising prices.
As inflation rises, each dollar buys a little less than it did before. For example, imagine a cart of groceries that costs $100 today. If those same groceries cost $105 next year, your $100 no longer buys as much as it did before.

#Gold #Help #doesn 't #power

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback in June as momentum waned and investors anticipated potential interest rate hikes by the Federal Reserve. Growth and AI stocks outperformed value stocks, while large-cap companies generally surpassed small- and mid-cap stocks. Underperformance was noted in healthcare and communication services, while industrials, particularly in aerospace and defense, contributed positively to performance. The fund's investor class returned 16.38%, slightly below the Russell 1000 Growth Index's 16.74%. The investment approach focuses on bottom-up financial ******* ysis to identify large-cap companies with long-term earnings growth potential, while aiming to mitigate non-financial risks. Please review the Fund's top five holdings to gain insights into its key selections for 2026.
In its second-quarter 2026 investor letter, American Century Investments Focused Dynamic Growth Fund highlighted Broadcom Inc. (NASDAQ:AVGO) as a newly added position. Broadcom Inc. (NASDAQ:AVGO) is a leading American company that designs and develops various semiconductor devices and infrastructure software solutions. On September 08, 2026, Broadcom Inc. (NASDAQ:AVGO) closed at $368.56 per share, reflecting a market capitalization of $1.75 trillion. Over the past month, Broadcom Inc. (NASDAQ:AVGO) declined 13.20%, while its shares lost 2.29% over the past 52 weeks.
American Century Investments Focused Dynamic Growth Fund stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q2 2026 investor letter:
"Broadcom Inc. (NASDAQ:AVGO). We initiated a position in this technology conglomerate because of its leading market position in its custom ASIC and networking chips businesses. While its software businesses are mature, we believe rapid artificial intelligence-driven growth in semiconductors has been very appealing."
Broadcom Inc. (NASDAQ:AVGO) ranks 8 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 170 hedge fund portfolios held Broadcom Inc. (NASDAQ:AVGO) at the end of the second quarter, compared to 173 in the previous quarter. While we acknowledge the potential of Broadcom Inc. (NASDAQ:AVGO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#american #Investments #fund

SAN FRANCISCO, Calif. — Maybe there is a public embrace to be had by dueling executives Vlad Tenev and Adam Aron.
"I'm open to it, you know, I love debates. I'm open to many things," Robinhood (HOOD) co-founder and CEO Vlad Tenev told Yahoo Finance from the Goldman Sachs Communacopia & Tech Conference (video above).
A fierce public war of words erupted on X between AMC Entertainment (AMC) CEO Adam Aron (known as the "Silverback" on X) and Tenev over the brokerage's extensive use of stock tokens that track AMC shares.
Aron ignited the dispute by blasting tokenization — the practice of issuing digital versions of ***** ets, such as stocks, on a blockchain network — as "contemptible," "vile," and "disgusting," demanding a cease-and-desist order while threatening legal action.
"What's the concern?" Tenev fired back, insisting that Robinhood's debt-backed derivatives do not require permission from the underlying companies.

#vlad #open #calif #maybe

Bitcoin (CRYPTO: $BTC) has once again formed a bullish "golden cross" chart pattern, suggesting that further gains are likely for the largest digital ******* et.
A golden cross is a closely watched and widely tracked chart pattern that investors see as a bullish momentum indicator.
The golden cross chart pattern forms when an ******* et's 50-day moving average rises above its 200-day moving average.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster

#Bitcoin

CNBC reported that The Goodyear Tire & Rubber Company (NASDAQ:GT) has extended the timeline for its "Goodyear Forward" turnaround plan after key financial targets went unmet.
CEO Mark Stewart told CNBC the company is trying to reach a 10% operating margin and generate meaningful cash flow, but debt remained above $7 billion at the end of the second quarter. Goodyear posted a $453 million net loss through the first half of the year against operating income of just $131 million, a 1.6% margin. The business has been hit by tariffs, elevated raw material costs, and expanding competition from cheaper Chinese tire imports. Capital expenditures, which ran roughly $2 billion combined in 2024 and 2025, are expected to fall to $725 million this year as the company prioritizes debt paydown and refinancing.
Copyright: baranq / 123RF Stock Photo
The core business is still generating a positive operating margin even amid a large net loss. Operating income of $131 million over six months shows The Goodyear Tire & Rubber Company (NASDAQ:GT)'s core tire operations are not losing money at the operating level, suggesting the much larger net loss stems mainly from the cost of servicing its debt rather than the core business itself failing.
Management is showing real capital discipline and not just promises since cutting planned capital expenditures to $725 million this year from roughly $1 billion annually in 2024 and 2025 combined is a measurable step toward freeing up cash for debt reduction. Moreover, tangible customer-facing investments, like the new retail concept store Stewart showcased in Detroit.

#goodyear #tire

NVIDIA Corporation (NASDAQ:NVDA) has officially committed billions on AI developer platform Hugging Face for a $12.9 billion. The deal signifies the chipmaker's move beyond hardware and up the AI stack.
The AI chipmaker buying the open-source model hub millions of developers are already using reads differently when compared to Broadcom's earlier forecast to double its AI chip revenue to roughly $230 billion in fiscal 2028.
Even though AVGO is facing increased competition in Google's TPU programs, it is also gaining ground with customers such as OpenAI and Anthropic. This makes Nvidia's recent move look more like insurance rather than opportunism.
In response to the acquisition, Needham ******* yst Rajvindra Gill reiterated a Buy rating on Nvidia on September 4, ******* igning a $300.00 price target.
"Yesterday, NVIDIA announced its agreement to buy Hugging Face for $12.930BN. Hugging Face is the open source platform for hosting open source and open weight models and datasets enabling developers to easily access ready-to-use models instead of building and training them from scratch."

#developers

Cash App segment is becoming a major driver of the growth story for Block Inc. (NYSE:XYZ) in 2026, as the underlying lending operations within the segment standout as key determinants of management's outlook for the remainder of the year. Recent initiatives around the company's proprietary credit signal support the narrative and broaden the company's lending reach. For the first time, Block will open its Cash App Score for external lenders by collaborating with Nova Credit's Cash Flow Intelligence Platform.
Photo by Clay Banks on Unsplash
Cash App Score was previously limited to internal use by the company for its consumer lending offerings such as the Cash App Borrow. This latest development could pave way for the monetization of company's data infrastructure, resulting in an additional revenue source.
During the second quarter, Block exceeded its prior guidance, reporting $3.17 billion in gross profit and $864 million in adjusted operating income. Revenue reached $6.62 billion, up 9.3% year over year. Gross profit expanded by 25% relative to the same period last year, and the company posted record 27% adjusted operating margins. Adjusted EPS clocked in at $1.02, exhibiting year-over-year growth of 65%.
Block's impressive second quarter print was driven by strong consumer spending, along with Cash App gross profit expansion of 31% year-over-year increase. This can be attributed to significant expansion in consumer lending, driven by Cash App Borrow. Block said Financial Solutions gross profit growth was driven primarily by Cash App Borrow. It reflects favorably on broader user engagement, who are utilizing Cash App for short-term credit financing instead of just a savings or payment mechanism. Despite a nominal 3% growth in monthly transacting actives, volumetric growth within Cash App was impressive. There was a 59% year-over-year jump in Cash App Consumer Lending origination volume, and 17% increase in Cash App Commerce Enablement volume.

#year #Growth #gross #profit

On July 1, QXO Inc. (NYSE:QXO) finalized its cash-and-stock acquisition of TopBuild Corp. for a $17 billion consideration. This makes QXO North America's largest distributor and installer of insulation, the largest distributor of waterproofing products, and the second-largest distributor of roofing products.. Chairman and CEO, Brad Jacobs, noted that the acquisition will enable QXO to explore rapidly expanding end markets such as data centers and broaden its product portfolio. Let's explore QXO's acquisitive growth strategy within the building products distribution segment and what potential does it offer to the company going forward.
QXO's acquisition of TopBuild is anticipated to be a highly accretive deal, with the company expecting at least $300 million of annual synergies by 2030. These will be linked with pricing, procurement, and cross-selling opportunities. Along with previous transactions involving $2.25 billion purchase of Kodiak Building Partners back in April and $11 billion acquisition of Beacon Roofing Supply in 2025, it makes QXO one of the top names across roofing, insulation, waterproofing, and building materials categories within North America.
The company's financials also appear encouraging. On August 13, QXO announced its second quarter results. The company posted $3.25 billion in revenue compared to $1.91 billion during Q2 2025. Adjusted EBITDA clocked in at $272 million, exhibiting 33% year-on-year growth. Adjusted net income came in at $130 million, up by more than 19% relative to the same period last year. The comparison, however, is influenced by acquisition timing. This is because the 2026 quarter included Kodiak and a full quarter of Beacon, while the prior-year period included Beacon only from its April 29, 2025 acquisition date.
CEO and Chairman acknowledged the company's technological progress and financial growth during the quarter. He stated:
"We are focused on our plan to more than double EBITDA by 2030 and reach $50 billion in revenue within the decade."

#building

On August 5, Magnolia Oil & Gas (NYSE:MGY) reported second-quarter results that more than doubled profits and cash generation from a year earlier, all while the company was in the middle of financing its biggest acquisition to date. Net income came in at $181.8 million, up 124% from $81 million, and diluted earnings per share climbed to $0.97 from $0.41. The jump traces back to a straightforward combination: stronger oil and NGL prices layered on top of steady production growth out of Giddings.
Adjusted EBITDAX reached $370.3 million for the quarter, and Magnolia spent just $125 million on drilling and completions, roughly 34% of that total. Keeping the reinvestment rate that low let free cash flow more than double year over year to $234.6 million, while the business converted revenue into operating income at a 50% pretax margin. Net cash from operations came in at $384 million, giving the company room to fund its plans without leaning hard on outside capital.
Production backed up the numbers. Total output rose 8% year over year to 106.1 Mboe/d, and oil volumes grew 5% to 41.9 Mbbls/d, both ahead of the company's own guidance. Giddings, the field doing most of the heavy lifting, grew production 10%, with oil volumes up 7%, strong enough that management raised full-year 2026 production growth guidance to 6% from 5%.
Shareholders also got a direct share of the improvement. Magnolia repurchased 1.7 million shares for $49.3 million during the quarter and raised its quarterly dividend 9% to $0.18 per share, which was payable to those who held shares as of an August 10 record date, representing an annualized $0.72. In total, the company returned $80.1 million, 34% of free cash flow, to shareholders. On July 20, Magnolia also agreed to acquire WildFire Energy. This deal will more than double its Giddings acreage and combine two complementary **** et bases into more than 1.25 million combined net acres, with drilling upside still ahead across multiple benches, among them the Woodbine, Eagle Ford, and Austin Chalk.
Paying for that acquisition isn't free. Magnolia is funding roughly half of the WildFire deal with debt and half with equity, issuing 53.3 million new shares that brought net proceeds of about $1.23 billion and adding $500 million of new debt through senior notes priced at 6.625% and maturing in 2034. Both transactions closed in the days after the quarter ended, on July 22 and August 5, meaning more shares outstanding and a new layer of fixed interest expense for a company that had just spent the quarter shrinking its own share count by 4%.

#cash #company

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Sept. 4, 2026 6:16 am ET
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Good morning, I’m filling in for Spencer Jakab. Markets are little changed this morning as investors awaited the August jobs report. But in a reminder of the inflation pressure facing the Fed, diesel prices hit a new all-time high of $5.85 a gallon, surpassing their previous record from 2022.

#sept #markets #august #filling

Last October, shares of NuScale Power (NYSE: SMR) hit an all-time high of about $57. Today, shares trade at just under $10, representing a massive 84% decline.
What happened? Nothing that an 84% decline might suggest: no bankruptcy, no regulatory complications, no nuclear accidents (thank goodness). The drawback was more likely a sign that investors had lost patience with an overvalued nuclear stock with no reactor operating in the real world, and no firm first customer.
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 »
Funny thing is, NuScale actually looks better positioned as a company than it did at the height of its AI-nuclear boom. Investors looking for a value may want to reconsider NuScale, especially with a multi-state project moving closer to a signed deal.
If you're new to NuScale, here's a quick catch-up: The company wants to build and sell small modular reactors (SMRs), which are essentially compact nuclear power plants designed to generate carbon-free electricity from a much smaller physical footprint than your traditional nuclear facility. It is currently the only company in the U.S. with an NRC-approved SMR design, but it has not yet built a reactor for a customer.

#nuscale #power #time

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."

#insm #artisan #global #quarter

Investment management company First Pacific Advisors recently released its "FPA Queens Road Small Cap Value Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index's 22.99% gain and the S&P 600 Index's 23.90% return. Small-cap earnings growth also began accelerating relative to large caps, while the small-cap technology sector surged nearly 100% in 26H1. The fund's technology holdings gained 72.39%, contributing 14.87 percentage points, compared with a 95.27% return and 7.10-point contribution from the benchmark's technology sector. Excluding IT and cash, the Fund contributed 12.73% versus 15.89% for the Russell 2000 Value Index; on a fully invested basis, the figures were 16.62% and 17.59%, respectively. The portfolio continued to trim appreciated technology holdings amid the AI-driven rally, while maintaining a bottom-up approach and avoiding beaten-down SaaS stocks due to the widening range of AI-related outcomes. The fund also eliminated about $62 million in capital gains during Q2 and approximately $140 million year-to-date through July, while ending the quarter with 10.2% in cash. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, FPA Queens Road Small Cap Value Fund highlighted stocks like InterDigital (NASDAQ:IDCC). InterDigital (NASDAQ:IDCC) develops wireless and video technologies and generates licensing revenue from its portfolio of cellular and digital communications patents. The one-month return of InterDigital (NASDAQ:IDCC) was 3.67% while its shares traded between $249.14 and $412.60 over the last 52 weeks. On August 31, 2026, InterDigital (NASDAQ:IDCC) stock closed at approximately $335.15 per share, with a market capitalization of about $8.65 billion.
FPA Queens Road Small Cap Value Fund stated the following regarding InterDigital (NASDAQ:IDCC) in its Q2 2026 investor letter:
"Interdigital (NASDAQ:IDCC) owns an expansive collection of wireless patents. Most of their revenue comes from licensing agreements with smart phone manufacturers, but the company has also started licensing to consumer electronics, auto, industrial and media companies. CEO Liren Chen joined in 2021 from Qualcomm and has done an exceptional job ramping up the pace of licensing deals. The stock price has followed earnings growth higher and IDCC was a top performer for the Fund in 2023, 2024 and 2025. We have trimmed all the way up but still hold a less than 2% position in IDCC."

#fund #small #road

Advanced Micro Devices (AMD) is inching higher on Monday after the chipmaker announced a live artificial intelligence (AI) infrastructure platform in Saudi Arabia. This new initiative in collaboration with Cisco (CSCO) and sovereign tech firm HUMAIN could accelerate AMD's competitive push against Nvidia (NVDA) in regional cloud computing.
At the time of writing, AMD stock is trading at more than 2x its price at the start of this year.
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

#fans

Soybeans are coming out of the weekend with 4 to 5 cent losses. Futures posted 14 to 20 cent gains across most contracts on the Friday session. September was up 51 ¼ cents on the week, as November rallied 48 ½ cents. Friday's open interest rose 15,047 contracts suggesting new buying. The cmdtyView national average Cash Bean price was up 20 1/2 cents at $12.53 3/4. Soymeal futures were $1 to $8.10 higher on the day, led by the front months, as September was up $20.50 on the week. Soy Oil was back up 167 to 259 points, with September 124 higher this week. There were no delivery notices on FND for September beans, with 261 deliveries for September meal and 800 for September bean oil.
USDA reported a private export sale of 182,000 MT to China on Friday morning for 2026/27, with 226,000 MT during the reporting period to unknown. Another 200,000 MT of soybean meal was sold to both Germany and the Netherlands at 100,000 MT each.
Was the Commodity Complex a Case of More of the Same Monday?
Cattle, Hog Prices Are Still Trapped and Heading Lower. What to Watch Next.
West African Cocoa Crop Concerns Underpin Prices

#september #bean #cent #higher

Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news sat two admissions that matter just as much: memory costs are rising faster than expected, and Nvidia is now underwriting some of its own customers' growth. Both cut against the simple growth story.
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.

#vera

On August 28, Affirm Holdings (NASDAQ:AFRM) gave investors two very different signals in the same breath. The buy now, pay later company posted a fiscal fourth quarter that blew past Wall Street's numbers, yet CEO Max Levchin used the moment to flag something less comfortable: gas prices are squeezing the very shoppers driving that growth. The stock barely moved on the news, leaving the market to sort out which story matters more.
The headline numbers were hard to argue with. Revenue rose 33% to $1.17 billion for the three months ended June 30, ahead of the $1.11 billion ****** ysts expected, while gross merchandise volume climbed 36% to $14.1 billion against a $13.39 billion estimate. Adjusted operating income reached $353 million, a 30% margin, and the GAAP operating margin expanded six percentage points to 12.6%. For the full fiscal year, GMV hit $50.2 billion, up from $36.7 billion, on $4.26 billion in revenue.
The user base kept expanding too. Active consumers grew 21% to 27.8 million, and transactions per active consumer rose 20% to 7.0, while the Affirm Card's active user count more than doubled to 5.2 million. Newly appointed president Michael Linford, who moved into the role Thursday, Aug. 27, after nearly two years as chief operating officer, called it the eleventh straight quarter of GMV growth above 30%. Credit quality held up alongside that growth, with the 30-day delinquency rate improving to 2.5% from the 2.7% to 2.8% range of the prior three quarters, something Compass Point's Giuliano Bologna called evidence of "resilient credit performance." Affirm also deepened its Shopify tie-up, extending Shop Pay Installments into Australia after last year's UK expansion, part of what Linford described as Shopify "pulling us into a new market" as both a partner and shareholder. Susquehanna's James Friedman raised his price target to $110 from $105, calling the guidance for fiscal 2027 "exceptionally strong."
Levchin's own commentary complicated the celebration. "The US consumer undoubtedly sees the higher gas prices, so can't, can't ignore that," he told CNBC, noting shoppers are increasingly turning to Affirm to manage costs across "all the various inflationary points." The national average gas price sat at $4.09 a gallon as of August 28, down from above $4.50 in May but still well above pre-Iran war levels, and it hasn't dipped below $3 since March 2. Levchin was direct about the risk: "I do think that sustained pressure on prices isn't great in the long term, and so can't ignore that either."

#prices #Growth #can 't

If you've ever been asked to cosign a loan, you know that it's a major decision — and many financial experts would actually advise against it.
Why? Take Veronica, from Detroit, who called into "The Ramsey Show" after finding out her husband could be on the hook for a substantial chunk of cash after cosigning a loan for his brother.
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

#ramsey #take #jeff

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When some of the richest people on the planet start accumulating the same tangible ******* et, it's worth asking what they see in it.
Bill Gates, Jeff Bezos and Mark Zuckerberg built their fortunes through technology, but each now controls vast stretches of something far more old-fashioned: land, including farms, ranches and other agricultural property.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold

#jeff #bezos #bill

Marvell (MRVL) stock was under significant pressure on Aug. 28 even though the custom chip specialist posted a market-beating Q2, featuring a 37% year-on-year increase in revenue.
Crucially, the semiconductor giant also raised its guidance for fiscal 2028 to around $18 billion, which would represent 50% growth on a year-over-year basis.
HP, Inc. Delivers Strong Earnings, Revenue and FCF - Short-Put Plays Still Have High Yields
BAC, CHWY, SONY: Play Unusual Options Activity in These 3 Low-Cost Call Options Under $100
PayPal Stock Drops as Buyout Plans Fall Through. Where Barchart Options Data Says PYPL Could Be Headed Next.

#marvell

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Tapping into your 401(k) early to deal with debt or emergency bills may seem like a savvy move, but two of the biggest names in retirement planning are sounding the alarm about doing so.
Fidelity, one of the largest 401(k) plan administrators in the country, and AARP, the nation's leading advocacy group for older Americans, are both warning workers that early withdrawals can wipe out a significant chunk of their savings overnight.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold

#Gold #fidelity #aarp

September Nymex natural gas (NGU26) on Thursday closed up +0.065 (+2.29%).
Nat-gas prices climbed to a 1-month high on Thursday and settled sharply higher on forecasts for hotter US weather, potentially boosting nat-gas demand from electricity providers to power increased air-conditioning use. Record high temperatures are expected across the Southwest through this weekend, and the Commodity Weather Group said on Thursday that above-average temperatures are expected across nearly the entire US from September 1-10.
Ag Market Surge: What's Driving the Buying in Corn, Wheat, and Soybeans to Multi-Year Highs?
Crude Oil Prices Slip on Hopes Strait of Hormuz to Reopen
Nat-Gas Prices Jump on Hot US Temps and Expectations of a Smaller Storage Build

#high #temperatures #across

US stocks moderated from earlier gains in midday trading on Friday as investors digested Kevin Warsh's first keynote address at the annual Jackson Hole Symposium, with the Fed chairman's comments interpreted as mildly hawkish in the near term.
The Dow Jones Industrial Average (^DJI) held onto a gain of 0.2%, while the S&P 500 (^GSPC) hung just above the flat line. The Nasdaq Composite (^IXIC) declined by 0.2% after rising by as much as 0.5% earlier in the day.
Even if market participants didn't necessarily get all of the clarity they were looking for, Warsh's comments were taken as hawkish enough to send yields on short-term Treasurys higher by several basis points.
"None of these measures are perfect, but they all tell a similar story: Inflation is running above our 2% target," Warsh said. "So the Fed's predominant focus right now should be on prices."
The most recent PCE inflation reading — the Fed's preferred metric for price change — showed that the 12-month change in prices stands at 3.7%, with the so-called core annual measure reading at 3.3%.

#above

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Mortgage rates have been higher in the last few years. But where are rates headed in the next five years, and should you wait for mortgage rates to fall significantly before buying or refinancing? Mortgage interest rates are determined by several factors, all of which can give us clues about the future. Let's take a closer look at mortgage rate predictions over the next five years.
Here are the housing market predictions for 2026.
One of the most useful indicators for predicting mortgage rates is the yield on the 10-year U.S. Treasury note. Mortgage rates and 10-year Treasury yields typically move in the same direction, although mortgage rates are usually higher because lenders factor in additional risks. This difference between the two is known as the spread, and we'll account for that when estimating where mortgage rates could go.
With that in mind, the first step is to look at where economists believe Treasury yields are headed over the next five years. To build a forecast, we'll combine expert economic projections with data compiled using artificial intelligence.

#rates #years #look

By Danilo Masoni
MILAN, Aug 27 (Reuters) - Stocks steadied on Thursday as Nvidia's bullish outlook boosted tech shares, though caution ahead of Fed Chair Kevin Warsh's Jackson Hole speech on Friday and uncertainty over the Strait of Hormuz checked appetite for risk.
Technology stocks rallied ‌1.8% in Europe and were among the few sectors in positive territory after Nvidia forecast roughly 70% revenue growth in the fiscal year ‌ending January 2028.
The pan-European STOXX 600 was down about 0.1% by 1157 GMT, while growing concerns over the political outlook in France drove the CAC 40 blue chip index in Paris to its lowest level in more than one month, down 1%.
The MSCI All Country World Index was broadly unchanged, as gains in Asian technology shares and higher U.S. futures offset weakness in Europe.

#Europe #stocks #shares #masoni