Rising interest rates have the US on a collision course with the need to finally deal with its bloated debt pile, Goldman Sachs warns.
"Persistently higher rates would boost interest expense as a share of GDP — a key gauge of the cash outflows needed to service the debt — and push the debt-to-GDP ratio up to 132% by 2035, 10 percentage points above our baseline, raising the odds that deficit reduction becomes necessary sooner to stabilize the debt," Goldman Sachs strategist Pierfrancesco Mei wrote in a new note on Tuesday.
US Treasury yields have climbed aggressively this year, effectively pushing up the country's debt servicing costs. The benchmark 10-year Treasury yield (^TNX) has surged more than 115 basis points, from around 4.10% late last year to a 24-year high of around 5.28% at present.
Read more: How soaring Treasury yields could hit your finances
This sustained sell-off across the bond market has been fueled by inflation brought on by the US war on Iran, which prompted the Federal Reserve to hike interest rates last month. The economy's resilience in the face of pricing pressures has also contributed to the sell-off.

#points #yields

The transition toward renewable energy is creating massive opportunities for infrastructure providers. Eos Energy Enterprises (NASDAQ:EOSE) and GE Vernova (NYSE:GEV) represent two distinct ways to play this trend in 2026.
Eos focuses on specialized zinc-based batteries for long-duration energy storage. GE Vernova is a diversified giant that services a massive portion of the world's electricity grid. Comparing these two helps clarify whether you prefer a high-growth disruptor or an established power leader.
Eos Energy Enterprises produces aqueous zinc batteries designed as a safer, scalable alternative to lithium-ion. It operates primarily within the industrial stocks **** e, targeting utilities and commercial developers. Customer concentration like this adds a layer of risk to the business, as two clients accounted for approximately 70% of total revenue in 2025.
In FY 2025, revenue reached approximately $114.2 million. This represents growth of nearly 631.8% compared to the prior fiscal year. The company reported a pre-tax net loss of roughly $969.6 million, resulting in a negative net margin of approximately 849.1%.
As of its December 2025 balance sheet, the company had a debt-to-equity ratio of -1.0x. This value indicates that total liabilities exceed shareholder equity. The current ratio, which measures the ability to cover short term obligations with short term **** ets, was approximately 4.9x, while free cash flow was nearly negative $265.0 million.

#enterprises #massive #Growth

Zcash (ZEC) has climbed 177.8% in a month, and the traders betting against it are paying for that move.
One short was closed at a $10.68 million loss this week, and the largest position still open sits $33.87 million underwater on Hyperliquid.
Lookonchain flagged the closed trade before the exit, citing 26 consecutive wins and an 89% rate across 47 trades. That record had produced more than $9 million in profit.
The short covered 12,285 ZEC and was worth $18.31 million earlier, with liquidation set at $1,550.66. Hyperliquid data shows the account now holds no positions at all.
Garrett Jin holds the largest short still open, covering 37,999 ZEC worth $59.37 million. He built the position at an average price of $671.05, so it now shows an unrealized loss of $33.87 million.

#million #open

Intel (NASDAQ:INTC), the leading chip manufacturer, closed at $108.80, up 7.67%. Shares rose after news reports yesterday of a possible tie-up with SK Hynix (NASDAQ:SKHY). They continued to rise today, even though the South Korean firm issued a statement saying that nothing has been finalized.
Trading volume reached 147.2 million shares, coming in about 35% above its three-month average of 109.0 million shares.
The S&P 500 closed at 7,638, up 1.14%, while the Nasdaq Composite finished at 26,418, up 1.69%. Among semiconductors, Advanced Micro Devices closed at $545.09, up 6.36%, and Qualcomm closed at $188.71, up 2.09%, as chip-sector strength and memory-share momentum lifted the group.
Chip stocks rallied today after a rough week in which interest rate hikes and tech leaders' calls for a slowdown in artificial intelligence (AI) development weighed on the sector. Intel got an extra boost from a deal that may not even materialize: Even a whisper that SK Hynix might, possibly, maybe lease part of its Ohio complex or enter into a joint venture proved tantalizing to investors.
The difficulty with these types of speculative price jumps is that they often aren't sustainable. SK Hynix saying it is "exploring various options" is a long way from signing a deal. More concrete news? Barclays upgraded the stock from "Underperform" to "Overweight." Ultimately, Intel is well-placed to benefit from growing AI demand, but finding a client for its foundry business -- whether or not that's SK Hynix -- would represent a significant win.

#hynix #chip #saying

Investor Cathie Wood has sold a number of cryptocurrency stocks over the past week as their share prices have rallied.
Wood's firm Ark Invest sold shares of Coinbase Global (NASDAQ: $COIN), Circle (NYSE: $CRCL), Bullish (NYSE: $BLSH), and Bitmine (NYSE: $BMNR) as the stocks rose.
The firm's latest trade disclosure showed that it sold $7 million U.S. of Coinbase stock and $13.8 million U.S. of Circle Internet Group's stock.
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#cathie

On September 2, NetApp Inc. (NASDAQ:NTAP) reported its Q1 FY27 results, posting record quarterly net revenue of $2.03 billion. Topline for the Intelligent Data Infrastructure company expanded by 30% compared to the first quarter in FY26. The quarter saw a broad-based growth across its core segments, resulting in a record adjusted earnings per share of $2.58, and a quarterly cash dividend of $0.52 per share. The company also strengthened its existing engagements with major players, covering a range of underlying functions.
During the first quarter, all-flash array net revenue went up 47% year-over-year, hitting a record $1.3 billion mark. This drove the overall net revenue for its Hybrid Cloud segment to $1.8 billion, translating into a 30% year-over-year growth. Public Cloud, which accounts for a smaller chunk of the business, saw its net revenue climb by 28%, also setting a record of $206 million. NetApp's total billings clocked in at $2.06 billion, exhibiting a 36% growth compared to Q1 FY26, while its non-GAAP operating margin reached 31.9%.
During the quarter, NetApp finalized the acquisition of an AI-enabled data infrastructure business, DataPelago. The deal is aimed toward facilitating customers streamline and accelerate large-scale AI deployments. On the product front, the company launched StorageGRID 12.1, to support scaling of AI workload through a federated global namespace. It also introduced Instaclustr for its fully managed Model Context Protocol Gateway, along with enhanced support for Azure NetApp Files up to 64 TiB.
NetApp also revealed new features for NetApp Trident software 26.06. These include deeper integration of OpenShift Virtualization, non-disruptive iSCSI rebalancing, efficient volume placement, and additional cloud support.
Despite encouraging numbers reported during the quarter, the free cash flows settled at $401 million. This was a 35% drop compared to figures reported for Q1 FY26. Additionally, NetApp remains heavily dependent on its Hybrid Cloud business, which generated roughly 90% of quarterly revenue, while Public Cloud still contributes a relatively small fraction of the topline despite growing 28% during the recent quarter. This leads to concerns regarding how much of the company's growth story is truly cloud-native compared to conventional on-premises hardware refresh cycles that are strongly tied to AI infrastructure investments. For the underlying all-flash arrays, such AI-linked demand trend could prove to be front-loaded or cyclical in case enterprise capital expenditure decelerates.

#netapp #Growth

Soybeans are trading with losses of 1 to 2 cents early on Wednesday. Futures closed the day with contracts 6 ½ to 10 cent gains across the board on Tuesday. Open interest was up 21,350 contracts, suggesting new buying interest. The cmdtyView national average Cash Bean price was up 6 1/2 cents at $12.57 1/4. Soymeal futures were down $1.50 to $5.30 at the close, with Soy Oil 94 to 155 points higher. There were no deliveries against September soybean futures overnight, with 38 deliveries for September meal and 11 for bean oil.
Monday's Crop Progress data from NASS showed 26% of the US soybean crop dropping leaves. Condition ratings were steady at 58% gd/ex, with the Brugler500 index unchanged at 353.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices

#interest #deliveries

Dorian LPG has agreed an order with South Korean shipbuilder Hanwha Ocean for the construction of three 90,000m³ dual-fuel Panamax very large gas carriers (VLGCs) for a total price of around $345m (Won463.5bn).
The three ships are scheduled for delivery in June, September and December 2030.
Each VLGC will be fitted with dual-fuel engines capable of burning liquefied petroleum gas (LPG) or conventional low-sulphur fuels. They will also feature a shaft generator system that allows power to be produced on board during sea passages.
Hull forms and main engines have been designed to take larger-diameter propellers and energy-saving devices around the propellers, which the company said improves overall energy efficiency.
Dorian LPG said the Panamax dimensions give its charterers commercial flexibility to transit the old Panama Canal locks.

#three #fuel #south

The S&P 500 Index ($SPX) (SPY) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.76%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.54%. E-mini S&P futures (ESU26) are up +0.50%, and September E-mini Nasdaq futures (NQU26) are up +0.60%.
Stocks are climbing today as dovish comments from Fed Governor Waller knocked bond yields lower and reduced the chance of a Fed rate hike later this month. The 10-year T-note yield is down -3 bp to 4.76% after Mr. Waller said underlying inflation is better than core numbers suggest and he will support keeping interest rates steady if next week's inflation news shows "continued progress toward our 2% goal." Mr. Waller's comments reduced the chance of a Fed rate hike at the Sep 15-16 FOMC meeting to 50% from 65% before he spoke.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#NASDAQ

A federal judge on Wednesday ordered Google to retool the system powering its monopoly in digital advertising, sparing the company from a wrenching breakup sought by the U.S. government.
The initial two-page decision by U.S. District Judge Leonie Brinkema in Virginia marks the second time in a year that Google has received a reprieve from a Justice Department proposal to dismantle its internet empire. Meanwhile, what courts have described as the company's anti-competitive practices have enriched Google's corporate parent, Alphabet Inc., which has a market value of $4.11 trillion.
The judge's full opinion, which includes the specific remedies, will remain under seal for 14 days to allow the parties to review it and propose any necessary redactions.
"We're very pleased the Court rejected the DOJ's proposal to break apart tools that help small businesses reach new customers and grow," said Lee-Anne Mulholland, Google's vice president for regulatory affairs.
After a judge declared Google's ubiquitous search engine as an illegal monopoly in 2024, the Justice Department pushed for a penalty that would have required the company to sell its popular Chrome web browser. But it was rebuffed last September by another federal judge overseeing that case.

#district

A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway.
On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an Outperform rating. His note serves as a bull case that explains why the selloff was wrong, while the market reaction serves as the bear case for why it wasn't.
Several factors led Oppenheimer to raise its price target and reiterate its Outperform rating. For starters, Marvell's revenue rose 37% to $2.7 billion, $39 million above the company's guidance. The firm noted that the company has raised its calendar year 2026 revenue outlook to $12 billion, up from $11.5 billion last quarter. Marvell now anticipates calendar year 2027 revenue of $18 billion, up from its $16.5 billion outlook in May and $15 billion in March.
A majority of this raise is driven by interconnect products, while the rest is driven by custom chip programs. Its Trainium and Maia programs also remain on track, with Maia likely to contribute $700 million in revenue next year. The quarter highlighted strong AI-related demand across the company's data center portfolio, with data center representing 79% of total revenues.
Speaking of the Google-Marvell expanded partnership announced recently, the firm noted how the full vesting of warrants would imply roughly $120 billion in **** ulative Google purchases over an estimated seven years if milestones are met.

#billion #Google #year #oppenheimer

A fuel supplier is suing a New Jersey distributor and its president, alleging they failed to pay for gasoline that was later sold through stations in the Trump-promoted Freedom Fuel Network.
Mansfield Oil Company filed the lawsuit against KRSM Inc. and its president, Syed Kazmi, on Aug. 19 in the U.S. District Court for the Eastern District of Pennsylvania. Mansfield alleges KRSM obtained approximately 150 loads of fuel from its account at the Twin Oaks terminal in Pennsylvania between May 21 and July 7, totaling roughly 1,124,594 gallons worth $3,998,868.46.
"KRSM sold a portion of such fuel to its stations that are part of the Freedom Fuel Network," Mansfield alleges in the complaint. The company further claims KRSM was able to sell some of the fuel at low prices because it had not paid Mansfield for it. Those allegations have not been adjudicated.
KRSM had been a Mansfield customer since 2022. A commercial credit application included with the complaint and signed by Kazmi states that if Mansfield extended credit and KRSM purchased fuel, KRSM would be responsible for paying for it. The agreement called for payment by electronic funds transfer within 10 days of receiving an invoice.
Venezuela Says Trump's Historic Oil Deal Targets 1.5M Barrels Per Day, Could Generate $200B

#mansfield

Two Midwestern insurers hold $245 million in LeBron James Nike-backed bonds, with those same balance sheets also backing annuities from Jackson (JXN) and Apollo (APO).
Non-qualified annuity gains face ordinary income tax up to 37%, no capital gains rates apply, and heirs inherit no step-up in basis at death.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Somewhere in the general accounts of two Midwestern life insurers sits roughly $245 million in bonds backed by LeBron James's Nike deal.
According to Bloomberg, an LLC named King James Funding borrowed almost $300 million in 2018 from North American Company for Life and Health Insurance and Midland National Life Insurance Co., with bonds due in 2049 at a 4.8% coupon. A follow-on $60 million in 34-year bonds priced at 5.75% in August 2022. Guggenheim Partners arranged the deal, and the pledged revenue stream includes James's lifetime Nike sponsorship.

#million #james

Scott Boatwright, Chief Executive Officer of Chipotle Mexican Grill, Inc. (NYSE:CMG), disposed of 31,522 shares of common stock on Aug. 22, 2026. SEC Form 4 filing.
Metric
Value
Transaction value
$1.1 million

#executive

Strategy (NASDAQ: $MSTR) left its Bitcoin (CRYPTO: $BTC) holdings unchanged over the past week as the price of the largest cryptocurrency rose more than 20%.
The company sold 18.26 million shares of its common stock, increased its cash reserves to $5.1 billion U.S., and repurchased $136.4 million of its preferred stock (NASDAQ: $STRC).
However, Strategy did not buy or sell any Bitcoin in the last week as the price jumped 24% from $63,000 U.S. to above $78,000 U.S.
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Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins

#strc

Rare-earth elements are central to advanced technologies, including those used in defense. For decades, China has tightened its grip on the mining and processing of these crucial materials, raising concerns among U.S. policymakers.
Research from The Motley Fool shows that China accounts for roughly 70% of rare-earth extraction and 90% of rare-earth processing. In response, there is a renewed focus on boosting domestic mining and processing of rare-earth elements.
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 »
Two rare-earth companies generating buzz are MP Materials (NYSE: MP) and The Metals Company (NASDAQ: TMC). Both companies could be key players in helping the U.S. secure rare-earth elements, but one in particular stands out as the smarter investment choice that could pay off sooner rather than later.
When you compare MP Materials and The Metals Company (TMC), the differences are stark. MP Materials operates the Mountain Pass rare-earth mine and processing facility, the only active rare-earth mining and processing site of scale in North America. In contrast, TMC is a development company exploring the collection and processing of polymetallic nodules on the seafloor, a practice known as deep-sea mining.

#NVIDIA #signal

Chad Dillard of Bernstein said in a recent program on CNBC that Quanta Services (NYSE:PWR) is an "800-pound gorilla" in high-voltage transmission lines. He was responding to a CNBC host who asked him to discuss "AI plays in disguise" beyond the major names everyone is aware of.
"I think we need to focus on what the bottlenecks are, right? It's power and labor," Dillard said. "On the power side, like you just said, you know, Caterpillar, it's an obvious one, power generation. But there's also another way to improve power, and that's by raising the voltage. And I'm talking about high voltage transmission lines. I'm talking about raising the voltage in data centers. ( Quanta Services) They're an 800-lb gorilla basically in the room."
Quanta Services (NYSE:PWR) can benefit from the coming wave of AI-related power demand because it's one of the few companies big enough to do the actual building when utilities spend money to expand and upgrade the grid. Quanta makes money by constructing the power lines, substations, and grid infrastructure the US needs, work that puts it right in the middle of the buildout.
In the recent quarter, revenue jumped about 40% year over year, and the company raised its full-year guidance for revenue, earnings per share, and cash flow.
Bulls also point to Quanta's recent acquisitions: Phalcon, Enerfab, Percheron, and PSD. Quanta expects these deals to add roughly 3 to 4% to its revenue in 2026. The bull case is that these purchases add skilled workers, fabrication capacity, and permitting support, giving Quanta more control over the bottlenecks that slow projects down.

#power #recent #revenue

Lowe's approaches its fiscal second-quarter earnings with a different mix of opportunities and risks from its larger rival Home Depot. While both retailers are exposed to the same difficult housing environment, Lowe's remains more dependent on the do-it-yourself customer, making consumer confidence, household budgets and housing affordability particularly important indicators for traders.
The company is scheduled to report its second-quarter 2026 results on August 19, one day after Home Depot. That sequencing could make Lowe's report especially important for investors looking for confirmation of whether the weakness in home improvement is stabilizing or becoming more entrenched.
The key issue is whether Lowe's can continue taking market share even if the broader home improvement market remains broadly flat.
Lowe's delivered a relatively solid fiscal first quarter. Sales increased to $23.1 billion from $20.9 billion a year earlier, while comparable sales rose 0.6%. The company benefited from strong spring execution, a 15.5% increase in online sales, and continued strength in appliances, home services and Pro sales.
Reported diluted EPS came in at $2.90, compared with $2.92 a year earlier. However, the quarter included $96 million of pre-tax expenses related to the acquisitions of Foundation Building Materials and Artisan Design Group. Adjusted diluted EPS increased 3.8% to $3.03.

#home #quarter #remains

Wall Street just drove a harsh line through the artificial intelligence trade.
Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each added more than $400 billion.
Other tech giants took a hit.
Apple (AAPL) shed more than $350 billion in market cap as supply problems dimmed its outlook. Meta Platforms (META) erased over $85 billion in market value as investors questioned the return on its heavy investment in AI technology. Tesla (TSLA) dropped over $7 billion after posting negative free cash flow and forecasting heavier spending.
The six firms saw over $2 trillion come in or go out.

#market #amazon

Space Exploration Technologies (NASDAQ: SPCX) made history in June when it completed the largest IPO in history. It's been a wild ride for the ****** e company since then. It opened at $150, meaningfully up from its IPO price of $135, and rose to as high as $225 in the following weeks. However, the stock has been mostly southbound recently, and at $109 as of writing, it is down 19% from its IPO price. Where will the stock go from here? Perhaps we can get a clue by looking at Tesla's (NASDAQ: TSLA) first year on the market. The other publicly traded corporation headed by Elon Musk bears some similarities to ****** eX. Let's dig in.
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 »
SpaceX took on the challenge of revolutionizing ****** e travel. It used to be extremely difficult and expensive due to the use of disposable rockets. The company pioneered reusable rockets and helped significantly reduce launch costs. Now, it is the largest player in the field and continues to innovate. ****** eX is also deeply vertically integrated, which helps the company control costs. Tesla similarly moved the electric vehicle (EV) market forward through its vertically integrated approach, innovative battery technology, and EVs that could perform just as well as gas-powered cars. Tesla went public on June 29, 2010, and about two months into its life as a publicly traded company, the stock had declined by 18%.
TSLA data by YCharts
However, Tesla rebounded and had a respectable first year on the market, gaining 18% by the end of it, partly because of the company's plans to go beyond its first car, the Roadster -- a sports vehicle -- and to move into the mass-market category with the Model S, which it introduced in 2012. Can ****** eX also rebound and perform well through its first year on the market?

#SpaceX #company #tesla #signal

CONCLUDED
Last Updated: Jul 31, 2026, 4:48 PM EDT
1 day ago
By
Angela Palumbo

#concluded #last #angela

It sounds like the eBay delivery from ******* : live ******* roaches and spiders, a ******* pig mask, a funeral wreath and a book about grieving a spouse's death.
Yet that's what a civil lawsuit alleges former eBay executives sent to the home of David and Ina Steiner, a Massachusetts couple who publishes the e-commerce trade publication EcommerceBytes, after their reporting drew criticism from the company.
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
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#ramsey

Ford Motor Company (NYSE:F) beat Wall Street estimates for second-quarter profit and raised its full-year earnings guidance, sending shares up more than 5% in premarket trading.
The automaker reported adjusted earnings of $0.42 per share for the quarter, topping ****** yst estimates of $0.30.
Revenue came in at $48.3 billion, ahead of the $45.86 billion ****** ysts had expected, though down 4% from a year earlier.
Adjusted EBIT fell 26% year-over-year to $1.72 billion, still well above the $1.31 billion ****** ysts had forecast.
On a GAAP basis, Ford posted a loss of $0.33 per share, weighed down by a $3.6 billion non-cash charge tied to the disposition of its BlueOval SK joint venture.

#estimates

Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, while Moon Capital Management's equity portfolio gained 4%. AI-related stocks led market performance, mitigating geopolitical concerns. Moon Capital holds 10% of its portfolio in technology, significantly less than the S&P 500's 39%. The firm remains cautious about large AI investments and their potential return on investment. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Moon Capital Management highlighted DaVita Inc. (NYSE:DVA). DaVita Inc. (NYSE:DVA) is a US-based healthcare company that offers kidney dialysis services for patients suffering from chronic kidney failure. On July 22, 2026, DaVita Inc. (NYSE:DVA) closed at $232.08 per share, reflecting a market capitalization of $14.89 billion. DaVita Inc. (NYSE:DVA) posted a one-month return of 8.77%, while its shares gained 60.31% over the past 52 weeks.
Moon Capital Management stated the following regarding DaVita Inc. (NYSE:DVA) in its Q2 2026 investor update:
"During the second quarter, we exited our position in the kidney dialysis services company DaVita Inc. (NYSE:DVA). While DaVita remains an exceptional operator with a well-established competitive advantage, we concluded that the future opportunity had become less attractive following the significant appreciation in the stock. Over our 3.5-year holding period, we generated a total return of approximately 174%, or roughly 35% annualized.
We originally purchased shares at approximately $72 per share following a selloff triggered by the company's reduction in its 2023 guidance. At the time, the market was focused primarily on near-term volume concerns, while we believed investors were underestimating the durability of DaVita's cash generation. Based on the company's EBITDA outlook, we estimated free cash flow would exceed $1 billion annually, allowing us to purchase the business for less than 7x free cash flow, roughly half of its historical valuation.

#moon

Baird initiated Vertiv with a buy and $370 price target, implying 21% upside as liquid cooling demand surges from next-gen AI hardware launches.
Vertiv's ThermoKey acquisition bolsters its heat rejection capabilities, adding a competitive edge beyond liquid cooling as data centers scale up.
Trading at 47x forward earnings, Loop Capital's Baruah still calls Vertiv a tech company in disguise, suggesting shares may not yet be expensive enough.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Shares of cooling infrastructure play Vertiv (NASDAQ:VRT) have been that much harder to hang onto since the shares peaked out back in May. Despite the pick-up in turbulence and the plunge into bear market territory, a number of ******* ysts have not soured on the name. The AI data center buildout hasn't gone anywhere; if anything, things could get even more intense as companies look to get AI compute where it needs to be to roll out the red carpet for that agentic AI blast-off.

#cooling #trading

Ramp has made stablecoin accounts and payments available to all its customers, giving businesses one platform to hold, send, and receive both regular dollars and stablecoins like USDC and USDT.
Until now, most finance teams treated stablecoin payments as a separate hassle, requiring a different wallet, no approval controls, and hours of manual reconciliation.
One Ramp beta customer found that stablecoin payments made up just 10% of vendor payments but consumed half of their accounts payable team's time.
Related: Solana's tokenized ******* et volume hits $5.8 billion in a record quarter
Ramp's approach folds stablecoins directly into the same system businesses already use for cards, bills, and accounting, so a payment settling in USDC follows the same approval chain as one settling in dollars.

#payments #stablecoin #accounts #dollars

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for the "Heartland Value Plus Fund". A copy of the letter can be downloaded here. Small-cap stocks rose in the second quarter, with the Russell 2000® Index increasing 21.49%, outpacing the 15.20% gain for the S&P 500 Index. The artificial intelligence trade continues to be a key theme in the market. Small-cap value is benefiting from a strengthening economic environment. The Value Plus Fund rose 19.25% in the second quarter, compared with the 17.19% return for the Russell 2000 Value Index, driven by strong gains from Materials, Energy, and Real Estate holdings. In addition, you can check the Fund's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Heartland Value Plus Fund highlighted FirstCash Holdings, Inc. (NASDAQ:FCFS). Headquartered in Fort Worth, Texas, FirstCash Holdings, Inc. (NASDAQ:FCFS) is a retail ****** store operator. On July 14, 2026, FirstCash Holdings, Inc. (NASDAQ:FCFS) closed at $210.06 per share, reflecting a market capitalization of $9.21 billion. FirstCash Holdings, Inc. (NASDAQ:FCFS) posted a one-month return of -6.73%, while its shares gained 60.05% over the past 52 weeks.
Heartland Value Plus Fund stated the following regarding FirstCash Holdings, Inc. (NASDAQ:FCFS) in its Q2 2026 investor update:
"An example of the types of prospects we are seeing outside of Tech is FirstCash Holdings, Inc. (NASDAQ:FCFS), which couldn't be further away from the AI trade.
FirstCash is the largest ****** shop operator in the world. As many consumers struggle with rising inflation, ****** loan demand is likely to remain strong. Meanwhile, gold jewelry remains the dominant collateral ****** et across FirstCash store fronts. And high gold prices allow FCFS to issue larger loans and collect larger fees.

Microsoft's AI revenue hit a $37B annual run rate, up 123% YoY, even as shares fell 20% YTD; Palantir's Rule of 40 score reached 145%.
Microsoft CEO Satya Nadella argues that enterprises unknowingly leak proprietary know-how to whoever owns the AI learning infrastructure, making data sovereignty the defining enterprise AI concern.
Snowflake stock leads the trio as it's up 24% YTD, with product revenue growing 34% and net revenue retention at 126% as enterprises adopt its governed data layer.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft (NASDAQ:MSFT) CEO Satya Nadella published an X essay ***** led "The Reverse Information Paradox" that has become one of the most-discussed pieces of AI strategy writing of the year. His argument reframes what enterprises buy when adopting frontier AI and points investors toward companies that help customers keep data inside their own walls.

The combined market capitalization of the world's stablecoins has fallen by $10 billion U.S. since the end of May, the biggest decline in years.
Liquidity in the stablecoin market has decreased as crypto markets have consolidated near their lows for the year.
In June, the stablecoin market capitalization fell by $7.7 billion U.S., the largest dollar amount since May 2022 when blockchain protocol Terra-Luna imploded.
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Resmed has agreed to sell its MatrixCare business in a $490m cash deal to PE firm Frazier Healthcare Partners, allowing it to dedicate its focus to its sleep health-related business interests.
The California-based company said the move reflects its 2030 strategy, which is focused on "high-growth, scalable opportunities" in sleep health, breathing health and connected home-based healthcare.
Resmed's key products are its AirSense range of continuous positive airway pressure (CPAP) machines and its AirFit range of CPAP masks.
The divestiture also strengthens Resmed's ability to reallocate capital and resources towards innovation, operational scale and long-term value creation across its connected, home-based care ecosystem, the company added.
The decision to sell MatrixCare, a software solution for healthcare providers (HCPs) across areas including skilled nursing, life plan communities, and senior living and private duty, comes just eight years after Resmed acquired the Minnesota-based company in 2018.