9 days ago
AARP projects a 3.6% Social Security COLA for 2027, adding roughly $75 monthly to the average check, while the Senior Citizens League forecasts 3.5%.
The official COLA drops October 14, but the Medicare Part B premium that offsets it won't be announced until November, leaving budgeters with incomplete data.
Hold-harmless rules protect most retirees from net payment cuts, but higher-income enrollees facing IRMAA surcharges and newly enrolled Medicare recipients get no such protection.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
The projected Social Security raise for 2027 is the biggest in years, and it is also a moving target, according to recent reports. In the same week, two of the most closely watched forecasters revised their estimates in opposite directions. Neither is official, and the actual number will not be announced until October; the Medicare premium that determines how much of the raise reaches a retiree's bank account will not be announced until November. Anyone budgeting today is working with half the picture.
#medicare #announced #november
The official COLA drops October 14, but the Medicare Part B premium that offsets it won't be announced until November, leaving budgeters with incomplete data.
Hold-harmless rules protect most retirees from net payment cuts, but higher-income enrollees facing IRMAA surcharges and newly enrolled Medicare recipients get no such protection.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
The projected Social Security raise for 2027 is the biggest in years, and it is also a moving target, according to recent reports. In the same week, two of the most closely watched forecasters revised their estimates in opposite directions. Neither is official, and the actual number will not be announced until October; the Medicare premium that determines how much of the raise reaches a retiree's bank account will not be announced until November. Anyone budgeting today is working with half the picture.
#medicare #announced #november
10 days ago
Soybeans are trading with contracts 4 to 5 cents lower. Futures posted Monday gains of 5 to 9 ¾ cents at the close. Fresh buying was noted, with open interest up 12,998 contracts. The cmdtyView national average Cash Bean price was up 7 3/4 cents at $12.44 1/4. Soymeal futures were up 40 cents to $3.40, with Soy Oil 35 to 56 points higher across the board. There no deliveries issued against September soybeans on the last trade day, with 6 for soybean meal and 10 deliveries against September bean oil.
Monday's Crop Progress report from NASS showed 44% of the US soybean crop dropping leaves as of Sunday. Harvest was listed at 6% complete, ahead of the 3% average pace. Condition ratings were steady at 58% gd/ex, with the Brugler500 index unchanged at 353.
Cattle Bulls Are Back in Business as Futures Prices Rise
Coffee Prices Rebound on Technical Short Covering
Coffee Prices Rise on Technical Short Covering
#futures #september #short #soybeans
Monday's Crop Progress report from NASS showed 44% of the US soybean crop dropping leaves as of Sunday. Harvest was listed at 6% complete, ahead of the 3% average pace. Condition ratings were steady at 58% gd/ex, with the Brugler500 index unchanged at 353.
Cattle Bulls Are Back in Business as Futures Prices Rise
Coffee Prices Rebound on Technical Short Covering
Coffee Prices Rise on Technical Short Covering
#futures #september #short #soybeans
11 days ago
Wasatch Global Investors, an ***** et management company, released its "Long/Short Alpha Fund" Q2 2026 investor letter. The letter can be downloaded here. Small- and mid-cap growth stocks posted significant gains in Q2, led primarily by AI-related companies. The Russell 2500 Index rose 20.26%, while the Wasatch Long/Short Alpha Fund—Investor Class increased by 8.29%. However, the fund faced challenges due to the outperformance of lower-quality companies, which negatively impacted its long positions. Despite trailing the benchmark and some losses in short positions, the fund remains confident in its long portfolio's fundamentals, which have not deteriorated. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE), designs and manufactures solid-oxide fuel cell systems for clean, reliable, on-site power generation. On September 15, 2026, Bloom Energy Corporation closed at $259.35 per share. Over the past month, Bloom Energy Corporation returned 25.51%, and its shares are up 225.53% over the past year. Bloom Energy Corporation has a market capitalization of $76.39 billion, and its stock has traded within a 52-week range of $61.37 to $351.28.
Wasatch Long/Short Alpha Fund stated the following regarding Bloom Energy Corporation (NYSE:BE) in its Q2 2026 investor letter:
"Turning to short positions, detractors from Fund performance were those stocks that rose in price. One of the largest detractors was Bloom Energy Corporation (NYSE:BE). Bloom Energy sells natural, gas-powered fuel cells that help data centers generate power on-site before the centers can connect to the electrical grid. Bloom's stock price has increased significantly in recent months, and we believe it is representative of some of the AI-related exuberance in the small cap market."
Bloom Energy Corporation (NYSE:BE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 116 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the second quarter, up from 91 in the previous quarter. While we acknowledge the potential of Bloom Energy Corporation (NYSE:BE) 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.
#wasatch
In its second-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE), designs and manufactures solid-oxide fuel cell systems for clean, reliable, on-site power generation. On September 15, 2026, Bloom Energy Corporation closed at $259.35 per share. Over the past month, Bloom Energy Corporation returned 25.51%, and its shares are up 225.53% over the past year. Bloom Energy Corporation has a market capitalization of $76.39 billion, and its stock has traded within a 52-week range of $61.37 to $351.28.
Wasatch Long/Short Alpha Fund stated the following regarding Bloom Energy Corporation (NYSE:BE) in its Q2 2026 investor letter:
"Turning to short positions, detractors from Fund performance were those stocks that rose in price. One of the largest detractors was Bloom Energy Corporation (NYSE:BE). Bloom Energy sells natural, gas-powered fuel cells that help data centers generate power on-site before the centers can connect to the electrical grid. Bloom's stock price has increased significantly in recent months, and we believe it is representative of some of the AI-related exuberance in the small cap market."
Bloom Energy Corporation (NYSE:BE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 116 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the second quarter, up from 91 in the previous quarter. While we acknowledge the potential of Bloom Energy Corporation (NYSE:BE) 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.
#wasatch
13 days ago
Leave it to Elon Musk to say, essentially, I've been right all along.
The **** eX (SPCX) and Tesla (TSLA) CEO agreed with Anthropic (ANTH.PVT) CEO Dario Amodei on his essay arguing for pacing AI advances.
The crux of Amodei's argument is that AI using recursive self-improvement "could outrun our ability to understand and control these systems, and so must be pursued very carefully, if at all."
In order to prevent future harms, Amodei said frontier AI companies should commit to embedding third-party evaluators in their organizations that can **** s their AI models and confirm the labs' "adherence to safety practices and commitments, report incidents, and help **** s the alignment of not just completed AI models but training pipelines and processes."
Musk replied on X.com, "Dario is right," but also added later that he's been "sounding the alarm" over AI for some time now, linking back to a post he made back in 2023, when he wrote, "AGI is significantly higher risk than nuclear weapons, in my opinion. Super smart humans have trouble imagining something vastly smarter than themselves."
#assess
The **** eX (SPCX) and Tesla (TSLA) CEO agreed with Anthropic (ANTH.PVT) CEO Dario Amodei on his essay arguing for pacing AI advances.
The crux of Amodei's argument is that AI using recursive self-improvement "could outrun our ability to understand and control these systems, and so must be pursued very carefully, if at all."
In order to prevent future harms, Amodei said frontier AI companies should commit to embedding third-party evaluators in their organizations that can **** s their AI models and confirm the labs' "adherence to safety practices and commitments, report incidents, and help **** s the alignment of not just completed AI models but training pipelines and processes."
Musk replied on X.com, "Dario is right," but also added later that he's been "sounding the alarm" over AI for some time now, linking back to a post he made back in 2023, when he wrote, "AGI is significantly higher risk than nuclear weapons, in my opinion. Super smart humans have trouble imagining something vastly smarter than themselves."
#assess
16 days ago
Crypto advocates and community bankers are taking their fight over the Clarity Act to senators' home states ahead of a key vote next week.
The Senate is scheduled to hold a procedural vote on the Clarity Act on September 15. The legislation would establish federal rules for digital ******* ets and divide oversight between the Securities and Exchange Commission and the Commodity Futures Trading Commission.
According to a report by Reuters, during the August recess, both sides targeted senators with meetings, local events, op-eds, calls, emails, and advertising.
Stand With Crypto, a Coinbase-backed advocacy group that says it has 3 million supporters, said members called or emailed Congress nearly 50,000 times in August while organizing events and placing pro-Clarity Act op-eds in local newspapers. In Georgia, chapter president Tia Williams met with staff for Democratic Senator Raphael Warnock, who voted against advancing the bill out of the Senate Banking Committee.
Crypto groups have already spent at least $190 million ahead of the November midterm elections.
#Crypto #august #ahead #vote
The Senate is scheduled to hold a procedural vote on the Clarity Act on September 15. The legislation would establish federal rules for digital ******* ets and divide oversight between the Securities and Exchange Commission and the Commodity Futures Trading Commission.
According to a report by Reuters, during the August recess, both sides targeted senators with meetings, local events, op-eds, calls, emails, and advertising.
Stand With Crypto, a Coinbase-backed advocacy group that says it has 3 million supporters, said members called or emailed Congress nearly 50,000 times in August while organizing events and placing pro-Clarity Act op-eds in local newspapers. In Georgia, chapter president Tia Williams met with staff for Democratic Senator Raphael Warnock, who voted against advancing the bill out of the Senate Banking Committee.
Crypto groups have already spent at least $190 million ahead of the November midterm elections.
#Crypto #august #ahead #vote
17 days ago
By
Sept. 9, 2026 5:54 am ET
Listen
(2 min)
The “SaaSpocalypse” of earlier this year—based on the notion that powerful AI models will soon make companies selling software-as-a-service obsolete—turned out to be a phantom. A quick look at Salesforce’s stock price, for instance, shows it is now back to where it started the year, after a 40% swoon.
#year
Sept. 9, 2026 5:54 am ET
Listen
(2 min)
The “SaaSpocalypse” of earlier this year—based on the notion that powerful AI models will soon make companies selling software-as-a-service obsolete—turned out to be a phantom. A quick look at Salesforce’s stock price, for instance, shows it is now back to where it started the year, after a 40% swoon.
#year
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
22 days ago
Bitcoin's (CRYPTO: $BTC) correlation with gold has reached its highest level since the Covid-19 pandemic struck in 2020.
Bitcoin and gold have moved more closely together amid rising bond yields and a market selloff, with their 90-day correlation reaching a six-year high, according to data from Bitwise.
In recent years, Bitcoin has traded more inline with technology stocks than gold. However, BTC has moved away from equities during the latest spate of market volatility.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#Bitcoin #moved #Crypto #cryptoprowl
Bitcoin and gold have moved more closely together amid rising bond yields and a market selloff, with their 90-day correlation reaching a six-year high, according to data from Bitwise.
In recent years, Bitcoin has traded more inline with technology stocks than gold. However, BTC has moved away from equities during the latest spate of market volatility.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#Bitcoin #moved #Crypto #cryptoprowl
23 days ago
Wall Street's most recognizable stock commentator just made a call. He wants a company to announce the biggest share repurchase in corporate history. That company is already buying back tens of billions of its own stock.
Jim Cramer made the case on "Mad Money" on Sept. 1. He argued that Nvidia should begin a $500 billion buyback and repurchase shares daily. He pointed to Apple as the model, CNBC reported.
"I'd quintuple the buyback authorization," Cramer said. "Announce a monster half trillion dollar buyback and repurchase a tenth of the company in a fairly aggressive fashion, every day, clockwork, and get bigger on the down days."
The proposal would dwarf what Nvidia already has in place.
In May, Nvidia's board approved an additional $80 billion in share repurchases with no expiration date. In the first two quarters of fiscal 2027, the company bought back nearly $40 billion of stock. That is almost as much as it bought back in all of fiscal 2026.
#announce
Jim Cramer made the case on "Mad Money" on Sept. 1. He argued that Nvidia should begin a $500 billion buyback and repurchase shares daily. He pointed to Apple as the model, CNBC reported.
"I'd quintuple the buyback authorization," Cramer said. "Announce a monster half trillion dollar buyback and repurchase a tenth of the company in a fairly aggressive fashion, every day, clockwork, and get bigger on the down days."
The proposal would dwarf what Nvidia already has in place.
In May, Nvidia's board approved an additional $80 billion in share repurchases with no expiration date. In the first two quarters of fiscal 2027, the company bought back nearly $40 billion of stock. That is almost as much as it bought back in all of fiscal 2026.
#announce
24 days ago
Marc Jacobs has landed.
LVMH Moët Hennessy Louis Vuitton completed its roughly $925 million sale of Marc Jacobs to WHP Global and G-III Apparel Group on Tuesday.
More from WWD
Dr. Martens Beefs Up Global Product Team, Hiring Talent From Marc Jacobs, Adidas
EBay to Unveil Endless Runway: The Archive, a Retrospective and Auction
#hennessy #louis #apparel #group
LVMH Moët Hennessy Louis Vuitton completed its roughly $925 million sale of Marc Jacobs to WHP Global and G-III Apparel Group on Tuesday.
More from WWD
Dr. Martens Beefs Up Global Product Team, Hiring Talent From Marc Jacobs, Adidas
EBay to Unveil Endless Runway: The Archive, a Retrospective and Auction
#hennessy #louis #apparel #group
24 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: We like the Chase Sapphire Preferred as a travel card that can help you make the most of your spending today toward future trips with flexible ways to earn and redeem rewards. At $95, it's not the most expensive travel credit card — and you may even earn back that fee with benefits alone, like the $100 annual Chase Travel hotel credit.
What really makes the Chase Sapphire Preferred valuable is the boost for redeeming points for travel through Chase Travel, up to 1.5x.
Read our full review of the Chase Sapphire Preferred Card.
Why we like it: With the Chase Freedom Unlimited, you can maximize bonus categories while earning a competitive flat cash-back rate. The bonus rewards categories include both travel (through Chase Travel) and everyday spending on dining and drugstores. But you're also guaranteed at least 1.5% on every non-category purchase — putting this card in competition with other cash-back cards that earn only those flat cash-back rewards.
#earn #rewards #cash
Why we like it: We like the Chase Sapphire Preferred as a travel card that can help you make the most of your spending today toward future trips with flexible ways to earn and redeem rewards. At $95, it's not the most expensive travel credit card — and you may even earn back that fee with benefits alone, like the $100 annual Chase Travel hotel credit.
What really makes the Chase Sapphire Preferred valuable is the boost for redeeming points for travel through Chase Travel, up to 1.5x.
Read our full review of the Chase Sapphire Preferred Card.
Why we like it: With the Chase Freedom Unlimited, you can maximize bonus categories while earning a competitive flat cash-back rate. The bonus rewards categories include both travel (through Chase Travel) and everyday spending on dining and drugstores. But you're also guaranteed at least 1.5% on every non-category purchase — putting this card in competition with other cash-back cards that earn only those flat cash-back rewards.
#earn #rewards #cash
25 days ago
Investors in AI stocks are not without their long list of worries — chief among them is that demand is peaking.
"There was a notable discrepancy between management teams' outlooks for fundamentals and investors' outlooks for share prices," said Deutsche Bank ***** yst Melissa Weathers in a new note on Wednesday.
The note recapped a recent conference DB had, hosting tech execs from the likes of Intel (INTC) and Sandisk (SNDK) and investors in the ***** e.
"Fundamentally, most companies in attendance signaled steady and strong trends, especially the supply chain names gearing up for more advanced processor architectures, higher memory demand, etc. Many management teams signaled confidence not only in industry-wide trends (confidence spanned across sub-sectors like processors, broad-based semis, semicap, etc), but also company-specific efforts to expand margins and drive EPS power.
By contrast, investor sentiment has soured materially from the enthusiasm seen in the first half of the year, with "peak cycle" fears common among many investors. Much of this bearishness stems from ongoing concerns of demand destruction caused by DRAM pricing and technological innovation to break through the "Memory wall", Weathers explained.
#investors #memory #teams
"There was a notable discrepancy between management teams' outlooks for fundamentals and investors' outlooks for share prices," said Deutsche Bank ***** yst Melissa Weathers in a new note on Wednesday.
The note recapped a recent conference DB had, hosting tech execs from the likes of Intel (INTC) and Sandisk (SNDK) and investors in the ***** e.
"Fundamentally, most companies in attendance signaled steady and strong trends, especially the supply chain names gearing up for more advanced processor architectures, higher memory demand, etc. Many management teams signaled confidence not only in industry-wide trends (confidence spanned across sub-sectors like processors, broad-based semis, semicap, etc), but also company-specific efforts to expand margins and drive EPS power.
By contrast, investor sentiment has soured materially from the enthusiasm seen in the first half of the year, with "peak cycle" fears common among many investors. Much of this bearishness stems from ongoing concerns of demand destruction caused by DRAM pricing and technological innovation to break through the "Memory wall", Weathers explained.
#investors #memory #teams
26 days ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted NetScout Systems, Inc. (NASDAQ:NTCT) as a new addition. NetScout Systems, Inc. (NASDAQ:NTCT) provides carrier service ******* urance, cybersecurity, and Distributed Denial-of-Service (DDoS) solutions to protect digital business services against disruptions. On August 31, 2026, NetScout Systems, Inc. (NASDAQ:NTCT) closed at $38.83 per share. The one-month return of NetScout Systems, Inc. (NASDAQ:NTCT) was -8.01% and its shares gained 57.59% over the past 52 weeks. NetScout Systems, Inc. (NASDAQ:NTCT) has a market capitalization of $2.82 billion with a 52-week trading range between $24.27 - $45.28.
Riverwater Partners Small Cap Strategy stated the following regarding NetScout Systems, Inc. (NASDAQ:NTCT) in its Q2 2026 investor letter:
"We initiated a position in NetScout Systems, Inc. (NASDAQ:NTCT) in April. Founded in 1984, NetScout Systems, Inc. (NTCT), with a stated mission of "Guardians of A Connected World," has been a technology innovator providing service ******* urance and cybersecurity solutions based on its pioneering deep packet inspection technology at scale. While high-growth competitors trade at significant premiums, NetScout offers a more attractive valuation for what we view as a durable software business with deeply embedded customer relationships among the Fortune 500. Its deep packet inspection technology is increasingly critical as enterprises navigate complex digital transformations, cloud migrations, and a heightened threat landscape. We view NTCT as a disciplined way to gain exposure to secular technology ta
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted NetScout Systems, Inc. (NASDAQ:NTCT) as a new addition. NetScout Systems, Inc. (NASDAQ:NTCT) provides carrier service ******* urance, cybersecurity, and Distributed Denial-of-Service (DDoS) solutions to protect digital business services against disruptions. On August 31, 2026, NetScout Systems, Inc. (NASDAQ:NTCT) closed at $38.83 per share. The one-month return of NetScout Systems, Inc. (NASDAQ:NTCT) was -8.01% and its shares gained 57.59% over the past 52 weeks. NetScout Systems, Inc. (NASDAQ:NTCT) has a market capitalization of $2.82 billion with a 52-week trading range between $24.27 - $45.28.
Riverwater Partners Small Cap Strategy stated the following regarding NetScout Systems, Inc. (NASDAQ:NTCT) in its Q2 2026 investor letter:
"We initiated a position in NetScout Systems, Inc. (NASDAQ:NTCT) in April. Founded in 1984, NetScout Systems, Inc. (NTCT), with a stated mission of "Guardians of A Connected World," has been a technology innovator providing service ******* urance and cybersecurity solutions based on its pioneering deep packet inspection technology at scale. While high-growth competitors trade at significant premiums, NetScout offers a more attractive valuation for what we view as a durable software business with deeply embedded customer relationships among the Fortune 500. Its deep packet inspection technology is increasingly critical as enterprises navigate complex digital transformations, cloud migrations, and a heightened threat landscape. We view NTCT as a disciplined way to gain exposure to secular technology ta
30 days ago
Stefano Madrigali/Getty Images
Victory Capital Holdings, which recently missed out on acquiring Janus Henderson, has agreed to buy First Eagle Investments for about $7 billion, as consolidation continues apace across the **** et management industry.
The acquisition of First Eagle brings Victory's **** ets under management to roughly $571 billion, and continues its strategy of buying **** et management firms, keeping their brands and investment teams largely intact, and moving them onto a common operating and distribution platform.
The San Antonio-based firm has completed eight increasingly ambitious acquisitions since 2014. In 2025, Paris-based **** et manager Amundi took a 26% stake in Victory in exchange for handing it Amundi US, a deal that added $120 billion of **** ets to Victory's platform.
Victory will pay about $4.4 billion in cash and issue $2 billion of new shares to sellers Genstar Capital, which took a majority stake in August last year, and First Eagle employees. It will also **** ume $575 million of First Eagle debt carrying a 7.25% coupon.
#first #eagle #victory #management
Victory Capital Holdings, which recently missed out on acquiring Janus Henderson, has agreed to buy First Eagle Investments for about $7 billion, as consolidation continues apace across the **** et management industry.
The acquisition of First Eagle brings Victory's **** ets under management to roughly $571 billion, and continues its strategy of buying **** et management firms, keeping their brands and investment teams largely intact, and moving them onto a common operating and distribution platform.
The San Antonio-based firm has completed eight increasingly ambitious acquisitions since 2014. In 2025, Paris-based **** et manager Amundi took a 26% stake in Victory in exchange for handing it Amundi US, a deal that added $120 billion of **** ets to Victory's platform.
Victory will pay about $4.4 billion in cash and issue $2 billion of new shares to sellers Genstar Capital, which took a majority stake in August last year, and First Eagle employees. It will also **** ume $575 million of First Eagle debt carrying a 7.25% coupon.
#first #eagle #victory #management
1 month ago
Buffett's $37 billion Alphabet (GOOG) stake validates our BUY rating and $437 price target, implying 28% upside with 90% confidence.
Alphabet (GOOG) trades at a P/E of 17, which is well below Microsoft (MSFT) at 27 and Meta (META) at 20, while growing revenue at a comparable rate.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Berkshire Hathaway's roughly $37 billion stake in Alphabet, disclosed as a 48 million share position, has recalibrated how investors view the search giant. Warren Buffett rarely chases mega-cap tech, so his conviction here forces a fresh look at whether Alphabet (NASDAQ:GOOG) still offers meaningful upside from $344.59.
Our 24/7 Wall St. price target for Alphabet is $437.39 over the next 12 months, implying 27.99% upside. We rate GOOG a buy with high (90%) confidence.
#alphabet #billion #price #target
Alphabet (GOOG) trades at a P/E of 17, which is well below Microsoft (MSFT) at 27 and Meta (META) at 20, while growing revenue at a comparable rate.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Berkshire Hathaway's roughly $37 billion stake in Alphabet, disclosed as a 48 million share position, has recalibrated how investors view the search giant. Warren Buffett rarely chases mega-cap tech, so his conviction here forces a fresh look at whether Alphabet (NASDAQ:GOOG) still offers meaningful upside from $344.59.
Our 24/7 Wall St. price target for Alphabet is $437.39 over the next 12 months, implying 27.99% upside. We rate GOOG a buy with high (90%) confidence.
#alphabet #billion #price #target
1 month ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On August 21, 2026, Visa Inc. (NYSE:V) closed at $371.04 per share, reflecting a market capitalization of $692.74 billion. Visa Inc. (NYSE:V) posted a one‑month return of 2.35%, while its shares gained 6.37% over the past 52 weeks.
Aoris Investment Management stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor letter:
"Visa Inc. (NYSE:V) is the world's largest payment network, enabling consumers and businesses to transact with over 130 million merchants globally in a convenient and secure way. It earns 70% of its revenue by charging fixed and percentage-based fees on transactions processed over its network. The other 30% comes from a range of payment-related services that help financial institutions and merchants to reduce fraud, improve back-office efficiency, increase sales and deepen customer loyalty.
If AI agents start making purchases on behalf of consumers and businesses, which is known as agentic commerce, then Visa's secure credentials, fraud controls, acceptance, dispute resolution and trusted network rules will become increasingly important. More digital commerce usually means more transactions, which would benefit Visa's transaction-based fees. Agentic commerce may also accelerate Visa's market share gains against domestic card networks like Eftpos, many of which still aren't accepted for onl
In its Q2 2026 investor letter, Aoris Investment Management highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On August 21, 2026, Visa Inc. (NYSE:V) closed at $371.04 per share, reflecting a market capitalization of $692.74 billion. Visa Inc. (NYSE:V) posted a one‑month return of 2.35%, while its shares gained 6.37% over the past 52 weeks.
Aoris Investment Management stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor letter:
"Visa Inc. (NYSE:V) is the world's largest payment network, enabling consumers and businesses to transact with over 130 million merchants globally in a convenient and secure way. It earns 70% of its revenue by charging fixed and percentage-based fees on transactions processed over its network. The other 30% comes from a range of payment-related services that help financial institutions and merchants to reduce fraud, improve back-office efficiency, increase sales and deepen customer loyalty.
If AI agents start making purchases on behalf of consumers and businesses, which is known as agentic commerce, then Visa's secure credentials, fraud controls, acceptance, dispute resolution and trusted network rules will become increasingly important. More digital commerce usually means more transactions, which would benefit Visa's transaction-based fees. Agentic commerce may also accelerate Visa's market share gains against domestic card networks like Eftpos, many of which still aren't accepted for onl
1 month ago
Gold and silver prices are having a summer end to remember.
Gold prices are up a sizzling 15% this month while silver has surged 19%. Combined, the metals have added nearly $5 trillion in market value this month per ****** ysis from Bull Theory.
Both remain below the record high prices seen earlier this year, however.
Gold and silver prices are being fueled by a potent combination of monetary policy interventions, escalating geopolitical friction in the Middle East, and persistent global inflation.
A major catalyst for the late-August breakout has been U.S. Treasury's unexpected decision to double its long-term bond buyback program to $4 billion per session. In turn, this has triggered an aggressive wave of short-covering and speculative buying across precious metals markets.
#Gold #silver
Gold prices are up a sizzling 15% this month while silver has surged 19%. Combined, the metals have added nearly $5 trillion in market value this month per ****** ysis from Bull Theory.
Both remain below the record high prices seen earlier this year, however.
Gold and silver prices are being fueled by a potent combination of monetary policy interventions, escalating geopolitical friction in the Middle East, and persistent global inflation.
A major catalyst for the late-August breakout has been U.S. Treasury's unexpected decision to double its long-term bond buyback program to $4 billion per session. In turn, this has triggered an aggressive wave of short-covering and speculative buying across precious metals markets.
#Gold #silver
1 month ago
If there's a habit I've picked up from watching markets, it's that when everyone is looking at the loudest trade, I start wondering what's happening in the quiet corners.
The biggest clues aren't always found in a soaring stock that's already overvalued or a famous **** yst calling for a breakout. Sometimes they're buried somewhere else that investors never bother to open. I'd put this one in the last category.
The latest 13F filing from the Bill & Melinda Gates Foundation Trust shows a new $352.7 million position in The Home Depot (HD). At the same time, the trust cut its stake in Berkshire Hathaway by about $818 million.
That's not pocket change, and it's certainly not the kind of portfolio move I'd scroll past without asking why.
Why? This is big money moving from one of the market's most iconic investments into a home-improvement giant. There must be a story hiding underneath the numbers. The trust just bought the shares while everyone else seems to be waiting for the housing market to come back to life.
#else #bill
The biggest clues aren't always found in a soaring stock that's already overvalued or a famous **** yst calling for a breakout. Sometimes they're buried somewhere else that investors never bother to open. I'd put this one in the last category.
The latest 13F filing from the Bill & Melinda Gates Foundation Trust shows a new $352.7 million position in The Home Depot (HD). At the same time, the trust cut its stake in Berkshire Hathaway by about $818 million.
That's not pocket change, and it's certainly not the kind of portfolio move I'd scroll past without asking why.
Why? This is big money moving from one of the market's most iconic investments into a home-improvement giant. There must be a story hiding underneath the numbers. The trust just bought the shares while everyone else seems to be waiting for the housing market to come back to life.
#else #bill
1 month ago
Image source: The Motley Fool.
Monday, Aug. 10, 2026 at 5:00 p.m. ET
Host-Benjamin Marcos
Co-Founder and Chief Executive Officer-JP Richardson
Chief Executive Officer, Monavate-Michael Rolph
#motley
Monday, Aug. 10, 2026 at 5:00 p.m. ET
Host-Benjamin Marcos
Co-Founder and Chief Executive Officer-JP Richardson
Chief Executive Officer, Monavate-Michael Rolph
#motley
1 month ago
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic's early days, investors are fixated on who will benefit from AI, reminiscent of the late 1990s internet bubble. Against this backdrop, The Madison Large Cap Fund (class I) returned 8.4% in the second quarter of 2026, compared to a 15.2% increase in the S&P 500 Index. The current market's extreme narrowness is concerning, and history suggests this won't persist. While AI is reshaping society and the economy, today's winners may not remain so, and booms could lead to busts. Additionally, factors such as a volatile federal administration, growing budget deficits, inflation, high interest rates, and strained consumer finances will significantly impact the economy and stock market in the future. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In Q2 2026, Madison Large Cap Fund added Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities. On August 19, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $157.24 per share, reflecting a market capitalization of $88.27 billion. Intercontinental Exchange, Inc. (NYSE:ICE) posted a one-month return of 9.75%, and its shares lost 12.30% over the past 52 weeks.
Madison Large Cap Fund stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor letter:
"Intercontinental Exchange, Inc. (NYSE:ICE), an operator of leading financial exchanges and ancillary data products, reported strong results in the quarter, but its stock has been caught up in the broad sell-off in ****** et-light companies that are perceived as "AI losers".
Intercontinental Exchange (ICE) operates leading financial exchanges and clearing houses, as well as provides data and software to its customers. Founder and CEO Jeff Sprecher has long characterized ICE's overarching strategy as "bringing transparency, efficiency, and standardization to markets with a mission to digitize the ****** og". We believe ICE should continue to grow revenue and profits at an attractive clip over time and could even see the rate improve if AI trading strategies proliferate, ICE expands into new markets, and the mortgage market picks up after a multiyear slumber. ICE is currently priced at a decade low valuation as investors are concerned about the potential impact of artificial intelligence technologies. We believe this sentiment is misplaced, as ICE's exchanges could actually benefit from AI trading strategies, and its data and software are regulatory-compliant, largely p
In Q2 2026, Madison Large Cap Fund added Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities. On August 19, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $157.24 per share, reflecting a market capitalization of $88.27 billion. Intercontinental Exchange, Inc. (NYSE:ICE) posted a one-month return of 9.75%, and its shares lost 12.30% over the past 52 weeks.
Madison Large Cap Fund stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor letter:
"Intercontinental Exchange, Inc. (NYSE:ICE), an operator of leading financial exchanges and ancillary data products, reported strong results in the quarter, but its stock has been caught up in the broad sell-off in ****** et-light companies that are perceived as "AI losers".
Intercontinental Exchange (ICE) operates leading financial exchanges and clearing houses, as well as provides data and software to its customers. Founder and CEO Jeff Sprecher has long characterized ICE's overarching strategy as "bringing transparency, efficiency, and standardization to markets with a mission to digitize the ****** og". We believe ICE should continue to grow revenue and profits at an attractive clip over time and could even see the rate improve if AI trading strategies proliferate, ICE expands into new markets, and the mortgage market picks up after a multiyear slumber. ICE is currently priced at a decade low valuation as investors are concerned about the potential impact of artificial intelligence technologies. We believe this sentiment is misplaced, as ICE's exchanges could actually benefit from AI trading strategies, and its data and software are regulatory-compliant, largely p
1 month ago
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For about two years, the federal government has kept a lid on Medicare drug premiums for millions of Americans. That arrangement is over.
On July 28, 2026, the U.S. Centers for Medicare and Medicaid Services (CMS) (1) announced an end to the Part D Premium Stabilization Demonstration. This subsidy was introduced under the Inflation Reduction Act of 2022 signed by President Joe Biden, according to Forbes (2).
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
#moneywise #americans #centers #medicaid
For about two years, the federal government has kept a lid on Medicare drug premiums for millions of Americans. That arrangement is over.
On July 28, 2026, the U.S. Centers for Medicare and Medicaid Services (CMS) (1) announced an end to the Part D Premium Stabilization Demonstration. This subsidy was introduced under the Inflation Reduction Act of 2022 signed by President Joe Biden, according to Forbes (2).
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
#moneywise #americans #centers #medicaid
2 months ago
Aug 10 (Reuters) - Prediction markets giant Kalshi has joined hands with Nasdaq to adopt the U.S. exchange heavyweight's market surveillance tool, as it looks to bolster the monitoring and oversight of trading activity on its platform.
The multi-year partnership, unveiled on Monday, reflects a broader push by Kalshi to strengthen trade surveillance, as prediction markets face mounting pressure from lawmakers following high-profile alleged insider trading cases that have intensified scrutiny of suspicious trades.
Kalshi plans to implement Nasdaq's market surveillance platform in a phased approach, pairing its existing surveillance framework with advanced monitoring capabilities for prediction markets and perpetual-style derivatives.
"This deal reinforces Kalshi's commitment to market integrity," said Max Crowley, vice president of business development at Kalshi, adding the partnership gives it surveillance data used by the world's largest exchanges.
Integrating Nasdaq's round-the-clock surveillance platform with Kalshi's trading infrastructure will ******* ist in real-time detection of market abuse, manipulation, and insider trading and support delivering trade data to the Commodity Futures Trading Commission in the format the agency requires.
#surveillance #markets #platform
The multi-year partnership, unveiled on Monday, reflects a broader push by Kalshi to strengthen trade surveillance, as prediction markets face mounting pressure from lawmakers following high-profile alleged insider trading cases that have intensified scrutiny of suspicious trades.
Kalshi plans to implement Nasdaq's market surveillance platform in a phased approach, pairing its existing surveillance framework with advanced monitoring capabilities for prediction markets and perpetual-style derivatives.
"This deal reinforces Kalshi's commitment to market integrity," said Max Crowley, vice president of business development at Kalshi, adding the partnership gives it surveillance data used by the world's largest exchanges.
Integrating Nasdaq's round-the-clock surveillance platform with Kalshi's trading infrastructure will ******* ist in real-time detection of market abuse, manipulation, and insider trading and support delivering trade data to the Commodity Futures Trading Commission in the format the agency requires.
#surveillance #markets #platform
2 months ago
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.
Rio Grande LNG Phase 1 construction is tracking ahead of schedule, with Train 1 first LNG production now expected in the first half of 2027.
The company is transitioning from a development-stage entity to an operating company, evidenced by the secondment of over 100 operational employees to Bechtel.
Management attributes the accelerated timeline to Bechtel's construction efficiency, with Trains 1 and 2 reaching 74% completion as of June 2026.
The Iran conflict has fundamentally altered the global LNG supply outlook, removing approximately 7 million tons per month from the market due to the closure of the Strait of Hormuz.
#company #grande #phase
Rio Grande LNG Phase 1 construction is tracking ahead of schedule, with Train 1 first LNG production now expected in the first half of 2027.
The company is transitioning from a development-stage entity to an operating company, evidenced by the secondment of over 100 operational employees to Bechtel.
Management attributes the accelerated timeline to Bechtel's construction efficiency, with Trains 1 and 2 reaching 74% completion as of June 2026.
The Iran conflict has fundamentally altered the global LNG supply outlook, removing approximately 7 million tons per month from the market due to the closure of the Strait of Hormuz.
#company #grande #phase
2 months ago
Americans have a savings crisis. Or more accurately, we have a crisis of under-saving.
In 2026, about a third of U.S. adults have $0 saved for emergencies. People in this group often feel like they're just bad with money. However, you should keep in mind that we're all facing factors beyond our control. Between inflation, high medical costs, and challenges in the job market, many Americans are finding it difficult or even impossible to save money.
It's difficult to say exactly how many Americans have $0 in savings, since different sources cite different figures.
One survey from Empower found that 32% of respondents reported they had no emergency savings. And 39% said rising prices are the biggest roadblock to saving for a rainy day.
Meanwhile, a Yahoo Finance and Marist poll put the number of Americans without savings higher; 35% of respondents said their savings would not last them a full month if they lost income.
#difficult #respondents
In 2026, about a third of U.S. adults have $0 saved for emergencies. People in this group often feel like they're just bad with money. However, you should keep in mind that we're all facing factors beyond our control. Between inflation, high medical costs, and challenges in the job market, many Americans are finding it difficult or even impossible to save money.
It's difficult to say exactly how many Americans have $0 in savings, since different sources cite different figures.
One survey from Empower found that 32% of respondents reported they had no emergency savings. And 39% said rising prices are the biggest roadblock to saving for a rainy day.
Meanwhile, a Yahoo Finance and Marist poll put the number of Americans without savings higher; 35% of respondents said their savings would not last them a full month if they lost income.
#difficult #respondents
2 months ago
This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter.
Name: Ryan Moore
New ****** le: Chief financial officer, Whataburger
Previous ****** le: Chief financial officer, MOJO Family of Brands
Ryan Moore will begin his tenure as Whataburger's chief financial officer on July 31, according to a Tuesday press release. Moore will oversee the growing burger brand's finance efforts.
#financial
Name: Ryan Moore
New ****** le: Chief financial officer, Whataburger
Previous ****** le: Chief financial officer, MOJO Family of Brands
Ryan Moore will begin his tenure as Whataburger's chief financial officer on July 31, according to a Tuesday press release. Moore will oversee the growing burger brand's finance efforts.
#financial
2 months ago
By Nate Raymond
July 28 (Reuters) - EBay and three former top executives have agreed to pay $55.7 million to resolve a lawsuit by a Massachusetts couple who fell victim to a bizarre stalking and harassment campaign carried out by several of its employees in retaliation for their coverage of the e-commerce company in a newsletter they publish.
David and Ina Steiner announced the settlement late on Monday, bringing an end to a case they filed in 2021 in Boston federal court after several former eBay employees were prosecuted for targeting them in a cyber-stalking campaign that involved sending the couple **** roaches, fly larvae and a **** Halloween pig mask.
As part of the settlement, eBay agreed to pay $46.15 million to the couple; fund $6 million in charitable contributions to nonprofit organizations; and issue a "strongly-worded" statement about the conduct of three of its top former executives.
"We believe this resolution sends a clear message that corporations and their executives cannot engage in this type of misconduct without facing significant consequences," Christopher Murphy, the Steiners' attorney, said in a statement.
#million #couple #stalking
July 28 (Reuters) - EBay and three former top executives have agreed to pay $55.7 million to resolve a lawsuit by a Massachusetts couple who fell victim to a bizarre stalking and harassment campaign carried out by several of its employees in retaliation for their coverage of the e-commerce company in a newsletter they publish.
David and Ina Steiner announced the settlement late on Monday, bringing an end to a case they filed in 2021 in Boston federal court after several former eBay employees were prosecuted for targeting them in a cyber-stalking campaign that involved sending the couple **** roaches, fly larvae and a **** Halloween pig mask.
As part of the settlement, eBay agreed to pay $46.15 million to the couple; fund $6 million in charitable contributions to nonprofit organizations; and issue a "strongly-worded" statement about the conduct of three of its top former executives.
"We believe this resolution sends a clear message that corporations and their executives cannot engage in this type of misconduct without facing significant consequences," Christopher Murphy, the Steiners' attorney, said in a statement.
#million #couple #stalking
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.
Performance was driven by strong execution in a 'flattish' market environment, utilizing Mineral Fiber AUV growth and Architectural Specialties (AS) portfolio expansion as primary value creation blocks.
Mineral Fiber AUV growth of 6% was fueled by a 'flight to quality' trend, with the 13th consecutive quarter of high-end smooth white acoustical tiles (SWAT) outperforming the broader portfolio.
Management attributes volume growth to consistent commercial execution and incremental benefits from digital initiatives like Kanopi and PROJECTWORKS, which address underserved market segments and design complexity.
The Architectural Specialties segment achieved 9% organic growth through broad-based demand across categories, particularly in transportation and education verticals.
#fiber #market #tell
Performance was driven by strong execution in a 'flattish' market environment, utilizing Mineral Fiber AUV growth and Architectural Specialties (AS) portfolio expansion as primary value creation blocks.
Mineral Fiber AUV growth of 6% was fueled by a 'flight to quality' trend, with the 13th consecutive quarter of high-end smooth white acoustical tiles (SWAT) outperforming the broader portfolio.
Management attributes volume growth to consistent commercial execution and incremental benefits from digital initiatives like Kanopi and PROJECTWORKS, which address underserved market segments and design complexity.
The Architectural Specialties segment achieved 9% organic growth through broad-based demand across categories, particularly in transportation and education verticals.
#fiber #market #tell
2 months ago
Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.
Elevance Health (ELV) stock has a history of rewarding patient investors, and with a gain of 18.8% over the last three months, it seems to be at it again. But look under the hood and you'll find a glaring issue that has ***** ysts on edge: a Medicaid business projected to run at a negative 1.75% operating margin this year. That's a tough number to ignore.
So, what could possibly drive the stock materially higher from here? The answer may lie in looking everywhere but the segment grabbing all the headlines. The real opportunity is in the market recognizing that the rest of Elevance Health is strong enough to power through the Medicaid drag and deliver on its ambitious growth targets for next year.
A Turnaround Story in Medicare Advantage
For a case study in how Elevance can execute a turnaround, look no further than its Medicare Advantage business. After a period of what management calls "deliberate actions" to reposition the portfolio, the segment is now showing "clear evidence" of "stronger performance." The company is confident it's on a "path to at least a 2% operating margin this year" in that business. This forecast also serves as a proof point. It shows that when management applies disciplined plan design and focuses on a sustainable portfolio, it can deliver results. That's a powerful precedent as it applies the same tough-love approach to its other segments.
#business #story
Elevance Health (ELV) stock has a history of rewarding patient investors, and with a gain of 18.8% over the last three months, it seems to be at it again. But look under the hood and you'll find a glaring issue that has ***** ysts on edge: a Medicaid business projected to run at a negative 1.75% operating margin this year. That's a tough number to ignore.
So, what could possibly drive the stock materially higher from here? The answer may lie in looking everywhere but the segment grabbing all the headlines. The real opportunity is in the market recognizing that the rest of Elevance Health is strong enough to power through the Medicaid drag and deliver on its ambitious growth targets for next year.
A Turnaround Story in Medicare Advantage
For a case study in how Elevance can execute a turnaround, look no further than its Medicare Advantage business. After a period of what management calls "deliberate actions" to reposition the portfolio, the segment is now showing "clear evidence" of "stronger performance." The company is confident it's on a "path to at least a 2% operating margin this year" in that business. This forecast also serves as a proof point. It shows that when management applies disciplined plan design and focuses on a sustainable portfolio, it can deliver results. That's a powerful precedent as it applies the same tough-love approach to its other segments.
#business #story
2 months ago
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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 #five
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 #five
2 months ago
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