SGOV, JPST, and VTIP create a layered cash reserve covering one to five years, shielding equities from forced sales in a bear market.
Drawdowns from 2000 to 2007 and 2008 to 2013 both lasted multiple years, proving one year of T-bills forces equity sales at the worst possible time.
VTIP adjusts principal with CPI and delivers a 2.42% real yield, protecting purchasing power when inflation surprises retirees in years four and five.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
You retired into a market that rewards patience and punishes forced sellers. The bucket strategy answers a single question: how much of your spending can you cover without touching stocks when the S&P falls 30%? Guess one year, and a prolonged drawdown forces you to sell equities at the bottom. Guess five, and you drag on returns. The middle path is a laddered cash reserve, and three ETFs do the heavy lifting: iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV), JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST), and Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP).

#vtip

MSFT's new government AI suite goes on sale October 1, but agencies must commit annual budgets before all features clear security accreditation.
Microsoft hasn't disclosed per-seat pricing or paid conversion rates from earlier no-cost federal Copilot deployments, making any government revenue forecast impossible.
With $116 billion in capex and free cash flow falling 23%, Microsoft's AI monetization curve in government remains unproven against a $573 ***** yst price target.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Microsoft didn't make the cut. Enter your email to see the names that beat MSFT. The report is free. Enter your email and see if any of your stocks made the cut.
Microsoft (NASDAQ:MSFT) has told federal buyers that a new top government tier of its productivity suite, plus a companion agent-management product, will be available for Government Community Cloud customers to purchase on October 1. Individual capabilities will light up in phases as each workload clears its required government security accreditation, and additional Copilot features are slated for the months after general availability.

#government #features

Reddit (RDDT) stock finally gave investors something to cheer about. Shares jumped about 6% on Sept. 10 after Piper Sandler data showed Reddit's user base grew 8% month over month in August. That marked the company's strongest monthly gain of 2026 and a sharp reversal from the roughly 2% decline in July.
The move also snapped a four-session losing streak. But there's still a major problem. Reddit shares remain down 30% in 2026 and down roughly 38% over the past year. The big question now is whether August marked the beginning of a real turnaround or just another short-lived bounce. Let's take a closer look.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#reddit #august #month #rddt

This story was originally published on Banking Dive. To receive daily news and insights, subscribe to our free daily Banking Dive newsletter.
TD's aim to open 100 U.S. branches by 2028 is "a today strategy," not simply a revival of branch expansion plans shared in 2023, U.S. executive Allison Robinson said Wednesday.
The Canadian bank said last week it intends to open 100 branches in the U.S. by the end of 2028, as it purses organic growth. The lender also plans to hire more retail and commercial bankers, U.S. CEO Leo Salom said during the bank's fiscal third-quarter earnings call Aug. 27.
In May 2023, Toronto-based TD shared plans to open 150 U.S. branches by 2027, with a focus on the Southeast – just a few weeks after its proposed $13.4 billion acquisition of Memphis, Tennessee-based First Horizon was terminated. At the time, TD circled south Florida, Atlanta and North Carolina as targeted areas for branch expansion.
But as the bank tackled anti-money laundering issues and was hit with a related $3.09 billion penalty and $434 billion ******* et cap on U.S. retail operations, those branch opening plans slowed "dramatically," then-CEO Bharat Masrani acknowledged in 2024. TD has also closed about 91 branches over the past two years, Salom said last week.

#dive

Editor's Note: The story has been refreshed with the latest market price action and a revised headline.
Michael Saylor fueled speculation on Sunday that Strategy Inc. (NASDAQ:MSTR) could resume its Bitcoin (CRYPTO: BTC) purchases following a pause of more than two months.
Saylor posted the company's accumulation chart on X, using orange circles or "dots" to highlight the firm's Bitcoin purchases.
"We're ₿ack," he wrote.
In many cases, these weekend posts preceded purchase disclosures on the following Monday. But a lot has changed in the past few months.

#purchases #strategy #NASDAQ

(Table below reflects daily flows on August 25, 2026 and ****** et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)

#factset

Don't call it circular financing. Nvidia doesn't see its efforts to prop up upstarts and bolster key AI players as questionable financial engineering.
Yes, it's true that the beneficiaries of Nvidia's muscular backstops and investments are also its customers. But Nvidia doesn't see the scale of its support as something worthy of suspicion. That's because, the company says, it's building an ecosystem with too many scenarios for Nvidia to win.
A key question from critics of Nvidia concerns the demand for AI components, tools, and infrastructure: Would the growth around AI and the confident projections of future success be attainable without Nvidia's heavy hand?
CFO Colette Kress addressed the criticism head-on during the company's Q2 earnings call on Wednesday.
"We know some will call this circular financing. We see it differently. We are going through a major computing platform shift, the creation of one of the most important technologies in human history, and these are once-in-a-generation companies. Their technology leadership is proven, and their customer traction and usage are skyrocketing."

#NVIDIA #doesn 't #colette #efforts

A version of this article originally appeared in Quartz's members-only Weekend Brief newsletter. Quartz members get access to exclusive newsletters and more. Sign up here.
A laptop used to be something you bought once. Apple just made it something you can pay for every month.
Instead of buying a MacBook or an iPhone outright, customers can now lease one through Apple for a recurring monthly payment. It puts the device itself alongside services such as iCloud and Apple Music in the growing pile of bills that never quite go away.
That same logic has quietly spread almost everywhere else. Tesla charges $99 a month for its Full Self-Driving feature, with Elon Musk warning that the price will climb as the technology improves. HVAC contractors are pitching homeowners on "comfort plans" that bundle a furnace, a compressor, and a decade of maintenance into a single monthly bill, with no upfront cost required.
Car washes have turned an inherently one-off transaction into a membership business. Restaurants are experimenting with drink clubs and meal passes.

#Apple #month #monthly #instead

Short sellers quickly lost close to $3 billion U.S. on their bearish bets as the price of Bitcoin (CRYPTO: $BTC) jumped above $70,000 U.S. late on Aug. 19.
Market data shows that traders and investors who were short Bitcoin lost $2.70 billion U.S. in the past 24 hours as the price of BTC got as high as $72,000 U.S.
Total liquidations due to the sharp rise in Bitcoin's price impacted 172,108 professional traders, according to data from CoinGlass. It's the biggest loss on Bitcoin short bets since 2021.
More From Cryptoprowl:
MEXC July TradFi Trading Shifts Toward AI Storage as SNDK Futures Volume Surges More Than 15x Times

#Bitcoin #Crypto #market

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, alongside a proactive stance on profit-taking. The focus will remain on owning strong businesses and conducting research that challenges consensus views, as several major investments are poised for significant events within the year. Despite declines in market multiples, underlying businesses continue to grow, suggesting a favorable positioning for returns. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Greenhaven Road Capital highlighted AppLovin Corporation (NASDAQ:APP). AppLovin Corporation (NASDAQ:APP) is a mobile technology company specializing in developing software-based platforms for advertisers to enhance the marketing and monetization of their content. On August 14, 2026, AppLovin Corporation (NASDAQ:APP) closed at $315.44 per share, reflecting a market capitalization of $105.97 billion. AppLovin Corporation (NASDAQ:APP) posted a one-month return of -25.71%, while its shares lost 28.07% over the past 52 weeks.
Greenhaven Road Capital stated the following regarding AppLovin Corporation (NASDAQ:APP) in its Q2 2026 investor letter:
"AppLovin Corporation (NASDAQ:APP) — This is a 1% position in a small AI basket. AppLovin is an AI company whose product happens to be ad matching. AXON predicts which ad to show to which user to maximize conversion AppLovin has been one of the best companies at using AI at scale to drive revenues and profits. In 2025 revenue grew ~70% year-over-year to $5.48B with ~82% adjusted EBITDA margin and $3.95B of free cash flow (FCF), an 88% conversion of EBITDA to FCF. In 2025 the company was a rule of 142 company with 70% revenue growth and 72% FCF margin. AppLovin should generate more than $6 million of EBITDA per employee in 2026, paring down headcount while growing at very high rates. Shares trade at sub 20X 2027 FCF."
AppLovin Corporation (NASDAQ:APP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 91 hedge fund portfolios held AppLovin Corporation (NASDAQ:APP) at the end of the first quarter, compared to 108 in the previous quarter. While we acknowledge the potential of AppLovin Corporation (NASDAQ:APP) 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.

#applovin #company #ebitda

Intel (NASDAQ: INTC) just increased its share offering. The company, which had recently announced a plan to issue $15 billion in additional shares, has upped this offering to $20 billion.
Not surprisingly, the chip stock's price pulled back following the initial announcement. However, the shareholder dilution that comes with this move could benefit long-term shareholders. Here's why.
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 »
Intel's stock dropped by just over 4% in Monday trading as it announced the original $15 billion share issuance. Hence, it was a quick change when it decided to raise that offering to $20 billion within 24 hours. The company has issued additional shares at $95 per share, and it expects to net around $19.7 billion from the sale. That dilutes the stock by slightly more than 4%.
Intel plans to use the proceeds for "general corporate purposes." The company explained that that would mean spending on capital expenditures (capex) and working capital.

#billion #NVIDIA #offering #flashing

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Allworth Financial, a Folsom, Calif.-based registered investment advisor with $39 billion in client ******* ets, has acquired Sachetta, a Lynnfield, Mass.-based wealth management and tax advisory firm overseeing $1.1 billion in ******* ets under management.
In addition, the RIA announced it has added Arthur Stein Financial, a Bethesda, Md.-based RIA specializing in financial planning for federal employees and retirees. That firm, majority owned by Arthur Stein, has about $141 million in AUM, according to its most recent Form ADV.
The moves come after Allworth executed a recapitalization in April led by Integrum Holdings and including former investors Lightyear Capital and Ontario Teachers' Pension Plan. The investment was structured to ******* ist in "Allworth's organic growth plan, including expanding its national footprint through high-quality partnerships with firms that share its long-term commitment to clients, advisors and employees," the RIA wrote in the deal announcement.
The move for Sachetta adds 21 professionals, including 13 wealth and tax advisors, and approximately 630 client households in the Boston area.

#investment

The S&P 500 Index ($SPX) (SPY) today is up +0.86%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.65%. September E-mini S&P futures (ESU26) are up +0.84%, and September E-mini Nasdaq futures (NQU26) are up +2.69%.
Stock indexes are rallying sharply today after strong growth at Microsoft reassured investors that massive spending on artificial intelligence is starting to pay off. Microsoft is up more than +13% after reporting late Wednesday that Q4 Azure and other cloud services revenue ex-forex rose +43%, better than the consensus of +39.3% and the fastest quarterly growth in four years. Microsoft's positive earnings are also fueling a sharp rally in chipmakers and AI-infrastructure stocks, pushing the overall market even higher. The markets will get another look at megacap earnings when Amazon.com and Apple report after today's close.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.

#Stock #index #mini

Arizona State University is betting that the next generation of entrepreneurs won't necessarily launch startups. They'll launch personal brands and, if done right, they can make bank.
Now, young adults have the chance to learn exactly how to do it.
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
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

#actually #bezos

Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and keeping low correlation with traditional equity strategies. The portfolio tailed in the speculative mania environment as investors broadly avoided boring, cash-flowing, non-AI stocks. The Fund returned -6.6% (net) in Q2 compared to +14.3% return for the S&P Midcap 400 ETF (MDY) and +10.3% gain for the HFRX Equity Hedge Index. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Upslope Capital Management highlighted Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY). Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) is a financial technology company that offers solutions and payment processing services for community banks and credit unions. On July 21, 2026, Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) closed at $148.90 per share, reflecting a market capitalization of $10.58 billion. Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) posted a one-month return of 16.27%, while its shares lost 17.52% over the past 52 weeks.
Upslope Capital Management stated the following regarding Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) in its Q2 2026 investor update:
"The Fund also exited Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY), fintech business focused on core processing and payments for regional banks). This was disappointing, as the exit was largely due to risk management. Fundamentals remained solid, but shares were hit hard by AI worries. "Proving" the market wrong about these worries will simply take time (a lot of it) and, possibly, additional valuation compression. JKHY was not the only holding with this perceived risk and exiting was aimed at reducing broader exposure to a manageable level."
Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) 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.

#henry #management #upslope #fund

By
Listen
(2 min)
The U.K.’s rate of inflation in June declined to its lowest level in more than a year after gasoline costs fell, raising the likelihood that the Bank of England will keep its key interest rate on hold next week, even with prices likely accelerating in the months ahead.

#rate #lowest

Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 20, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $402.30 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -4.25%, and its shares gained 78.11% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.86 trillion.
Giverny Capital ***** et Management stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Our fourth-largest position is Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which is up nearly 100% since we bought it last summer. TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple. Its growth is also accelerating, with June revenue up 68% from a year earlier."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 234 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, up from 224 in the previous quarter. In Q1 2026, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6.4% (in U.S. dollar terms) sequentially to $35.9 billion, exceeding the guidance. While we acknowledge the potential of Taiwan Semiconductor Ma

July 20, 2026, 9:21 am EDT
U.S. stocks started off a key week of trading with a Monday morning rise.
Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#week #jones #company #reserved

UWM Holdings Corp (NYSE:UWMC) is one of the 8 Most Undervalued Growth Stocks to Buy for the Next 10 Years. UWM Holdings Corp (NYSE:UWMC) is one of the most undervalued growth stocks to buy for the next 10 years. On July 7, BTIG ****** yst Douglas Harter reiterated a Buy rating on the stock. He also ****** igned a target price of $4. On the same day, UWMC received another ****** yst's attention. Terry Ma from Barclays maintained a Buy rating on the stock and set a target price of $4.
Earlier on June 2, Two Harbors Investment shareholders voted to approve the sale to CrossCountry Mortgage, meaning UWMC officially lost its bid to acquire TWO. Previously, on December 17 2025, UWM Holdings Corp (NYSE:UWMC) agreed to acquire TWO in a $1.3 billion all-stock deal. The company wanted to strengthen its position in the mortgage industry and expand its access to mortgage servicing rights by acquiring TWO. However, in March, CrossCountry offered an all-cash proposal. As a result, the real estate investment trust terminated its deal with UWMC, stating that CrossCountry's proposal was superior. This setback leaves the company without the strategic and financial benefits it had expected to gain from the acquisition.
UWM Holdings Corporation (NYSE:UWMC) is a wholesale residential mortgage lender. The company is based in Pontiac, Michigan, and was founded in 1986.
While we acknowledge the potential of UWMC 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.
READ NEXT: 10 Best AI Stocks to Watch in July and 12 Best Dow Stocks to Invest In Right Now.

Cisco Systems Inc. (NASDAQ:CSCO) is one of the best QQQ Stocks to invest in. On July 2, Cisco and the College Board announced that a new AP Cybersecurity course will launch for the 2026-2027 school year as part of the AP Career Kickstart program. Cisco Networking Academy will support this initiative by providing schools with industry-aligned curriculum, hands-on laboratory exercises, and professional development resources for educators.
The course is designed to bridge the gap between academic preparation and professional readiness. Students can earn college credit through AP exam performance while simultaneously preparing for the industry-recognized Cisco Certified Support Technician/CCST Cybersecurity certification, providing them with a competitive advantage for future careers.
This collaboration aims to address the global cybersecurity workforce shortage by streamlining how schools implement technical training. Following a successful pilot program that engaged 3,100 students across 30 states, the national rollout seeks to establish a more accessible and sustainable pipeline of talent for the cybersecurity industry.
Cisco Systems Inc. (NASDAQ:CSCO) is involved in the manufacture, design, and sale of Internet Protocol-based networking products and services **** ociated with the communications and IT industry.
While we acknowledge the potential of CSCO 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.

Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the "Palm Valley Capital Fund." A copy of the letter can be downloaded here. In the second quarter, the fund's investor class gained 1.80%, while the S&P SmallCap 600 rose 19.7% and the Morningstar Small Cap Total Return Index returned 14.0%. The Strategy primarily focused on small-cap categories, allocating 75% to cash equivalents. This led to underperformance relative to benchmarks. The Fund is currently seeking more small-cap opportunities that meet its return criteria and will act swiftly if market conditions improve. The Index benefited from strong contributions from data center construction and biotech sectors, while the energy industry lagged. Additionally, reviewing the fund's top five holdings can reveal its best investments in 2026.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Heartland Express, Inc. (NASDAQ:HTLD). Heartland Express, Inc. (NASDAQ:HTLD) is a trucking company that provides short-to-medium and long-haul truckload carrier and transportation services. On July 7, 2026, Heartland Express, Inc. (NASDAQ:HTLD) closed at $14.89 per share, reflecting a market capitalization of $1.15 billion. Heartland Express, Inc. (NASDAQ:HTLD) posted a one-month return of -5.64%, while its shares gained 59.42% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Heartland Express, Inc. (NASDAQ:HTLD) in its Q2 2026 investor letter:
"We sold our position in Heartland Express, Inc. (NASDAQ:HTLD) during the quarter. The stock rallied to our valuation in anticipation of a trucking industry recovery. The freight cycle has experienced a prolonged bottoming, yet Heartland's shares have priced in significantly improved fundamentals already. We sold Heartland in April but observed with interest a June Wall Street Journal article discussing PepsiCo's use of driverless box trucks in Arizona to transport Frito-Lay and Doritos relatively short distances from distribution centers to retail stores like Walmart. Trucking is another sector where investors are **** sing how quickly automation will impact incumbents, and their judgments and misjudgments could create future opportunities."
Heartland Express, Inc. (NASDAQ:HTLD) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 14 hedge fund portfolios held Heartland Express, Inc. (NASDAQ:HTLD) at the end of the first quarter, up from 12 in the previous quarter. While we acknowledge the potential of Heartland Express, Inc. (NASDAQ:HTLD) 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.

SpaceX (SPCX) was essentially hyped up as the IPO to end all IPOs. With OpenAI pushing its public debut back to 2027 and uncertainty swirling around how sustainable AI spending will be, it may very well be.
Just 25 days into its trading life, and ******* eX has become incredibly boring.
Is Microsoft Stock Too Cheap Here? One Play is to Short Cash-Secured MSFT Puts
Skyworks Solutions Has Unusual Put Options Volume Today - A Short-Put Play
Has the Bond Market Missed the Oil Collapse? The Case for Lower Treasury Yields Into Early September

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its "RiverPark Large Growth Fund" Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index ("S&P") and the Russell 1000 Growth index ("RLG") falling 4.33% and 9.78%, respectively. Markets started the year positively but became volatile mainly due to increased tensions with Iran. The Federal Reserve kept rates unchanged in January and February. Still, rising energy prices and weaker economic data sparked concerns about stagflation, leading investors to rethink the timing and scale of future rate cuts. Investor sentiment shifted from growth and tech stocks amid inflation, interest rate, and supply chain concerns. Opposing AI-driven rotations heavily influenced investor sentiment, affecting growth stocks—enthusiasm grew for semiconductor firms linked to AI infrastructure spending, while enterprise software companies, viewed as vulnerable to AI disruption, faced pessimism. The Fund's software holdings were sold off heavily, while the underweight in semiconductor companies, which benefited most from AI infrastructure spending, affected the performance. Despite challenges, the firm remains confident in the long-term prospects and valuations of its portfolio companies. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On July 7, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $388.84 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was -2.14%, and its shares lost 22.77% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $2.89 trillion.
RiverPark Large Growth Fund stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
"Microsoft Corporation (NASDAQ:MSFT): MSFT was the portfolio's largest detractor for the quarter due to various headwinds. In January, Microsoft reported its fiscal Q2 2026 results with strong operational metrics, revenue up 17% year-over-year, Azure up 39%, and RPO of $392 billion up more than 50% year-over-year, but management's guidance for a sequential deceleration in Azure growth and sharply elevated capital expenditures weighed on investor sentiment. This was then compounded by the sector-wide reassessment of hyperscaler capex cycles in February following Alphabet's $175–$185 billion and Amazon's $200 billion 2026 spending announcements. The combination of slowing near-term growth expectations and rising capital intensity drove multiple compression ac

Affirm Holdings, Inc. (NASDAQ:AFRM) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. When a caller inquired about the stock, praising the company's CEO Max Levchin, Cramer commented:
He's smarter than I am. I think like he's like the smartest guy on Earth… I will tell you this: I think Affirm's going straight… [to] $100. I loved that last quarter.
Photo by Nicholas Cappello on Unsplash
Affirm Holdings, Inc. (NASDAQ:AFRM) provides a digital payment platform that enables consumers to pay for purchases over time through its point-of-sale solutions and app. Cramer was bullish on the stock during the May 8 episode, as he commented:
Alright, what do we make of these numbers from Affirm Holdings, the king of buy now, pay later? This stock's been roaring, up about 30% since its early April lows, but it's still down 13% for the year, and it got hit hard today, off 5%. Why? Okay, last night, Affirm reported what I thought was a terrific quarter. This is now a very profitable business, and Affirm's network has gotten a lot more powerful… I think you're getting a great opportunity here.

Equinox Gold Corp. (NYSEAMERICAN:EQX) is one of the Top 10 Extreme Value Stocks To Buy Now. According to a report released on June 29, ATB Cormark Capital Markets ***** yst Richard Gray reiterated a Buy rating on Equinox Gold Corp. (NYSEAMERICAN:EQX) while increasing the price target. The ***** yst raised the firm's price target on the stock from $20.4 to $21.11. The revised price target implies an impressive 108% upside from current levels. The firm's adjusted price target is close to the median Wall Street ***** ysts' price target of $21.83.
Earlier, on June 25, Equinox Gold Corp. (NYSEAMERICAN:EQX) announced that it has secured 20-year land access agreements with the three communities surrounding its Los Filos Mine in Mexico. This allows the company to move forward with a gradual restart of heap leach operations. It will also continue technical studies to ***** s expansion opportunities, including a carbon-in-leach ("CIL") processing facility.
Chief Executive Officer of Equinox Gold, Darren Hall, remarked:
"We appreciate the constructive engagement with the communities of Carrizalillo, Mezcala, and Xochipala that host our multi-million-ounce Los Filos Mine. These new 20-year agreements reflect a shared commitment to responsible operations and sustainable benefits over time and provide an important foundation for strengthening our long-term relationship with the communities and fostering an environment that supports future investment and long-term value creation."
Equinox Gold Corp. (NYSEAMERICAN:EQX) is involved in the exploration, operation, acquisition, and development of mineral properties in the Americas. It mainly explores silver and gold deposits. The company was founded in 2007 and is based in Vancouver, Canada.

Gold's (GC=F) disappointing performance over the past four months may not signal the end of the precious metal's rally this year.
"Gold is not done," Goldman Sachs co-head of global commodities research Samantha Dart said in a note on Sunday evening.
Noting the precious metal has gained 123% since 2022, Dart and her team wrote, "we continue to see further upside, driven by both structural and eventually cyclical factors."
"Structurally, EM central bank diversification — following the 2022 freezing of Russia's reserves — remains the anchor of our $4,900/toz end 2026 forecast," said Dart.
The researchers also noted that a recent World Gold Council survey said a record 45% of the 76 central banks surveyed between February and May expect to increase their own gold reserves over the next 12 months.

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.
Deposit account rates are on the decline — but the good news is you can lock in a competitive return on a certificate of deposit (CD) today and preserve your earning power. In fact, the best CDs still pay rates of 4% or higher. Read on for a snapshot of CD rates today and where to find the best offers.
CDs today typically offer rates significantly higher than traditional savings accounts. Currently, the best short-term CDs (six to 12 months) generally offer rates around 4% APY.
Today, the highest CD rate is 4.10% APY. This rate is offered by Marcus by Goldman Sachs on its 14-month CD.
The following is a look at some of the best CD rates available today, Tuesday, June 30, 2026, from our verified partners.

Fastenal Company (NASDAQ:FAST) is one of the best low volatility stocks to buy under $50. DA Davidson initiated coverage of Fastenal Company (NASDAQ:FAST) with a Neutral rating on June 15 and set a price target of $46. It told investors in a research note that the company has exhibited the ability to post double-digit sales growth, well ahead of peers, and to be a "cross-cycle earnings compounder". However, the firm also stated that it considers the company's consensus estimates as slightly too high, primarily due to near-term margin challenges.
Fastenal Company (NASDAQ:FAST) also received a rating update from Barclays on June 3. The firm lifted the price target on the stock to $46 from $45 and reaffirmed an Equal Weight rating on the shares. Barclays stated that it raised the company's earnings estimates ahead of the May sales release, and that it anticipates Fastenal Company's (NASDAQ:FAST) May daily sales growth of 14.4% year-over-year.
Fastenal Company (NASDAQ:FAST) is involved in the distribution of fasteners and tools. The company also operates hardware stores.
While we acknowledge the potential of FAST 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

It's fairly common for people to ask a family member to co-sign a loan, but a parent asking an adult child who just graduated from college for such help is a different story.
Imagine Becky, a 23-year-old whose parents recently asked her to co-sign a $50,000 personal loan. Becky's parents hope the loan will allow them to consolidate credit card balances carrying interest rates between 25% and 35%. They told her they can't qualify for a favorable rate on their own, despite earning a combined income of roughly $90,000.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — here are 5 ways to build wealth like a landlord without actually being one
Robert Kiyosaki says this 1 **** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going