Realty Income (NYSE: O) buyers who entered at the 2013 acquisition milestone turned $1,000 into $2,444, a 144% total return through October 2026.
Buying when Realty Income joined the Dividend Aristocrats in 2020 at $54.21 left investors with just 0.07% total return after six years, as dividends failed to offset share price decline.
Prestige-driven entries consistently underperformed, while the best recent result came after shares already fell, with the 2024 Spirit Realty entry returning 13%.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Realty Income (NYSE:O) built its reputation on reliable monthly income. (Seven of our favorite monthly payers are rounded up in this free report.) Among the key milestones discussed here, its first two were excellent entry points; the three that followed were poor ones. Each return below runs from the milestone's adjusted price to the October 6, 2026, close of $54.25, adjusted for splits and dividends.

#income #october #dividends #price

One of the secrets of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) and its success in the stock market has been its focus on value. Whether led by former Chief Executive Officer Warren Buffett or its current leader, Greg Abel, Berkshire has always focused on buying stocks when they are significantly below their intrinsic value.
On top of that, Berkshire's management team has sought companies that have significant advantages over their competitors -- an economic moat -- operating in a mature industry with reliable cash flow.
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 »
That strategy has helped Berkshire Hathaway build an investment portfolio valued at about $350 billion -- and generate returns that averaged 19.7% during the past 60 years, nearly double the S&P 500's (SNPINDEX: ^GSPC) return.
In today's go-go market, which is focused so heavily on artificial intelligence, machine learning, and other technological advances, it's easy to forget that there are some great value stocks available -- and at comparatively dirt cheap prices. Three such stocks currently in Berkshire's portfolio are American Express (NYSE: AXP), The New York Times Company (NYSE: NYT), and DaVita (NYSE: DVA). Here's the case for buying and holding each of them right now.

#NVIDIA #value #stocks

Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers.
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.

#energy #architecture

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Brown & Brown, Inc. (NYSE:BRO). Brown & Brown, Inc. (NYSE:BRO) is a leading insurance brokerage firm operating through Retail and Specialty Distribution segments. On September 15, 2026, Brown & Brown, Inc. (NYSE:BRO) closed at $67.23 per share, reflecting a market capitalization of $22.5 billion. Brown & Brown, Inc. (NYSE:BRO) posted a one‑month return of -6.29%, while its shares lost 27.35% over the past 52 weeks.
Parnassus Growth Equity Fund stated the following regarding Brown & Brown, Inc. (NYSE:BRO) in its Q2 2026 investor letter:
"We sold Brown & Brown Inc. during the quarter. Brown & Brown, Inc. (NYSE:BRO) remains a high-quality business, but we see rising near term risks as the company navigates an industry downturn, integrates a large acquisition and works to close an AI capability gap versus larger peers."
Brown & Brown, Inc. (NYSE:BRO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 44 hedge fund portfolios held Brown & Brown, Inc. (NYSE:BRO) at the end of the second quarter, compared to 41 in the previous quarter. While we acknowledge the potential of Brown & Brown, Inc. (NYSE:BRO) 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.

#quarter #letter

Pfizer Inc. (NYSE:PFE) and Valneva SE (NASDAQ:VALN) reported on August 14 that the European Medicines Agency has validated the Marketing Authorization Application for PF-07307405, the companies' experimental Lyme disease vaccine candidate, and will now begin the official review.
For a vaccine candidate first proposed in a 2020 collaboration deal between Pfizer Inc. (NYSE:PFE) and French biotech Valneva SE (NASDAQ:VALN), this represents the formal transition from years of clinical development into European regulatory review.
The application is based on the Phase 3 VALOR trial, a placebo-controlled, randomized study of 9,437 participants aged five and older from high-incidence Lyme disease locations in US, Canada, and Europe. Participants got four doses on a phased schedule: one at months 0, 2, and 5-9, followed by a fourth dosage around a year later, shortly before the start of the next Lyme season. Topline data released in March 2026 demonstrated efficacy of over 70% in reducing confirmed Lyme disease cases, with the vaccine generally tolerated and no safety issues detected. However, the statistical picture was less clean than the headline efficacy suggests. The first prespecified **** ysis, which served as the primary endpoint, showed 73.2% efficacy but failed the trial's predefined statistical criterion because the lower bound of the 95% confidence interval was 15.8%, below the required 20%. A second prespecified **** ysis showed 74.8% efficacy and did meet that threshold.
Valneva SE (NASDAQ:VALN), the smallest of the two partners, views the vaccine as a clean competitive setup. According to the company, PF-07307405 is the most advanced Lyme disease vaccine candidate currently in clinical development, a rare spot in the vaccine industry where new entrants often face competition from existing treatments. Under the terms of the 2020 partnership and license agreement, Pfizer Inc. (NYSE:PFE) will have exclusive rights to produce and commercialize the vaccine if it is approved, while Valneva SE (NASDAQ:VALN) will benefit as a development partner.
The institutional stance is very different between the two companies, reflecting their very different sizes. Pfizer Inc. (NYSE:PFE) is still a strong name in the institutional **** e, with hedge fund ownership stable at 83 funds in the second quarter of 2026, the same as the first quarter, reflecting its position as a large, diversified pharmaceutical holding, rather than a name driven by a specific pipeline event. Valneva SE (NASDAQ:VALN), however, has little hedge fund exposure, with only 4 funds holding a position in the second quarter, up from 1 in the first quarter, reflecting the continued lack of visibility of the smaller partner among institutional investors.

#disease

Meta jumped 7% and Nvidia dropped 8% after Amodei, Altman, and Musk publicly called for slowing frontier AI model development.
Microsoft held flat while ASML fell 10% and SoftBank dropped 11%, as markets rotated from AI hardware suppliers into enterprise software names.
With Fed rate hike odds at 85% and the 10-year yield near 5%, the rotation holds only if hyperscalers revise their massive capex plans.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.
Shares of Meta Platforms (NASDAQ:META) climbed 7.12% over the past week to $660.71, while Alphabet (NASDAQ:GOOGL) added 2.09% and Microsoft (NASDAQ:MSFT) held roughly flat at $499.83. NVIDIA (NASDAQ:NVDA) fell 8.38% over the same stretch to $210.82, and Amazon (NASDAQ:AMZN) slipped 1.74%. Prices are delayed intraday as of the morning of September 14, 2026, according to NBC News.

#NASDAQ #flat #fell

On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC). In response, Mad Money host Jim Cramer said:
Okay, now, let's own this right up front. I got too excited about Intel because I knew it was going to have a good quarter. It had an unbelievable quarter, and the stock went down anyway... Here's the problem: The government has a huge position in it, and they're supposed to be able to sell it if they want to, and we're all waiting for the government to sell the stake, and that's why the stock's been going down. And I have been saying, listen, I may just have to go in and buy more right here, get a better average, and have it come back. I understand it is mixed, but my belief in Intel is 100%. I just need to see the government get out of the stock or just go buy it anyway.
Intel Corporation's (NASDAQ:INTC) fundamental business is finally turning a corner. The company blew past Wall Street estimates with $16.1 billion in second-quarter revenue, fueled by heavy demand for its Xeon data center chips and solid progress on its 18A manufacturing technology. For patient investors who watched management pour billions into rebuilding the company's chip-making muscle, these results offer encouraging signs that Intel's long-term comeback and push into AI hardware are starting to pay off.
Even with those solid numbers, the stock faces a major psychological roadblock: the federal government's massive equity stake. As Cramer noted, investors are sitting on their hands, worried about when and how that big block of shares might be sold off, creating a potential overhang on the stock. Adding to this narrative are structural headwinds in the foundry segment, which continues to report operating losses as it scales up capital-intensive fabrication infrastructure, leaving the stock vulnerable to sentiment-driven pullbacks.
Institutional interest reflects growing engagement along with the company's operational recovery. According to Insider Monkey's tracking data, 138 hedge funds held positions in Intel Corporation (NASDAQ:INTC) during the second quarter, marking an increase from 112 funds in the prior quarter. Short interest stands at 2.57% of the public float, showing a measured level of skepticism without aggressive bearish shorting.

#Intel #quarter #government #right

Advanced Micro Devices (AMD) has been one of the standout performers of 2026, already up around 136% year-to-date as the market rewards its accelerating push into AI data center chips.
The options flow from today suggests institutional traders are positioning for this AI-driven rally to keep running.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
Unusual Call Options Activity in Takeover Target GFL Environmental Stock
Get Paid to Wait: Buy OXY at a Discount or Earn Options Income

#micro #rising #credit

"Magnificent Seven" stocks like Microsoft and Amazon may still trade at or near all-time highs, but you may want to diversify your megacap positions. The "Mag Seven" may have surged thanks to the artificial intelligence (AI) boom, but their future success hinges heavily on AI spending.
There's nothing wrong with being bullish on the AI megatrend, but consider spreading your wagers elsewhere, to other high-growth opportunities. Take, for instance, another trend that isn't slowing down: the digitalization of payments. With this trend, one stock in particular fits the bill: Mastercard (NYSE: MA).
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 »
Mastercard may be synonymous with credit cards, but neither Mastercard nor its competitor Visa (NYSE: V) issues payment cards. Banks issue the cards but use the companies' respective payment networks to operate them.
In other words, payment stocks like Mastercard don't carry consumer credit risk like bank stocks. Think of Mastercard and similar names as the midstream names among financial stocks: middlemen that collect a small fee on every card swipe or digital payment transaction processed through their networks.

#stocks #like #seven

De Nederlandsche Bank (DNB), the Dutch central bank, announced on September 2 that it had relocated approximately 86 metric tons of gold (GCZ26) from its vaults in New York and Ottawa to London between March and August of this year.
The bank explicitly cited "increasing geopolitical unrest" and the need to strengthen "crisis preparedness" as the driving rationale for the transfer.
Dollar Slips as T-note Yields Stabilize and Stocks Rally
Dollar Tumbles on Dovish Waller and Yen Strength
Dollar Erases Early Gains as Crude Oil and T-note Yields Move Lower

#yields

This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ***** ysis delivered straight to their inbox with the free CRE Daily newsletter.
National Resources, Great Point Studios, and Lindsay Goldberg refinanced their 719,943-square-foot "Hollywood on the Hudson" studio portfolio in Yonkers for $435 million.
The floating-rate loan from Bank of Montreal, Starwood Mortgage Capital, and Bank of America replaces $376.8 million in debt and funds tenant improvements.
The portfolio is 98.9% leased with Lionsgate Studio Corp. alone occupying 52.5% of the ***** e, underscoring strong demand for film and TV production real estate.
A four-building Yonkers film studio and office portfolio has landed a $435 million refinancing, according to Commercial Property Executive. The borrower, a joint venture between National Resources, Great Point Studios Operations, and Lindsay Goldberg, used the floating-rate loan to retire $376.8 million in prior debt on the 719,943-square-foot "Hollywood on the Hudson" portfolio, with the balance covering closing costs, equity returns, and tenant improvements.

#Portfolio #national #point #lindsay

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.
It is possible to use a credit card to send payments on Venmo. Before you do, however, it's important to understand the potential costs involved.
Here's what you need to know about using a credit card on Venmo and alternatives to consider.
Venmo allows users to send payments and transfer money using a variety of payment methods, including:
Bank accounts

#venmo #credit #send #using

Anthony Mathew Eisen, Director of Block, Inc. (NYSE:XYZ), sold 18,000 shares in multiple transactions on Aug. 25 and Aug. 26, 2026, according to an SEC Form 4 filing.
Metric
Value
Transaction value
$1.5 million

#anthony #eisen #form

Billionaire Ray Dalio warned last week that the U.S. is heading for a major debt crisis, likening the nation to a person on the verge of a heart attack.
The Bridgewater ***** ociates founder wrote in an August 21 LinkedIn post that a $4 billion U.S. debt buyback, combined with rising bond yields, a weak dollar and a ***** anese sell-off of U.S. bond holdings all point to a potential government debt crisis, which can result in "the equivalent of an economic heart attack that comes when the constriction of debt-financed spending shuts down the normal flow of the economic circulatory system."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#debt #crisis #heart #attack

US stock futures traded flat in premarket trading on Wednesday ahead of the release of a key inflation reading and Nvidia's (NVDA) earnings report.
Futures on the Dow Jones Industrial Average (YM=F) and the S&P 500 (ES=F) hovered near the flat line, and the tech-heavy Nasdaq-100 (NQ=F) fell 0.2% after posting broad gains on Tuesday.
At 8:30 a.m. ET, investors will find out if the Fed's preferred inflation gauge continued its downward trajectory, stalled, or reaccelerated, which would put more pressure on the central bank to raise rates. Economists expect a core Personal Consumption Expenditures (PCE) of 3.3%, unchanged from the month before.
The report comes amid angst in the bond market and ahead of the Jackson Hole annual gathering of Fed policymakers this week, where Chairman Kevin Warsh will deliver a speech on the central bank's future plans.
Tech and chip stocks, meanwhile, face their next test after the closing bell, when Nvidia opens its books in what has become a quarterly yardstick for the health of the artificial intelligence trade. Expectations are high heading into the earnings report, as investors increasingly focus on companies' ability to generate returns on their massive AI investments.

#investors

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Companies can keep their on-tap cold brew and "unlimited" PTO. What employees really want are fertility benefits, and there's a market for providing them that's underserved.
Wells Fargo **** ysts last week rated fertility-benefits provider Progyny a strong buy, saying the category leader so far only serves 5% of its potential market. Progyny provides family-focused services to about 7 million patients at more than 600 companies, but Wells Fargo sees a potential market of 156 million.
The decade-old company made nearly $1.3 billion in revenue in the past fiscal year, up 10%, as it continued expanding beyond basic fertility services.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.

#wells

They say beauty is in the eye of the beholder, but for Jinny Lu, being judged the ugliest of them all just paid off — to the tune of $5,000.
The 6-year-old pug, whose bulging eyes and perpetually dangling tongue helped her stand out from the pack, was crowned the winner of the 2026 World's Ugliest Dog® Contest, produced by the Sonoma-Marin Agricultural ***** ociation during the Sonoma County Fair in Santa Rosa, California. The quirky competition celebrated its 50th anniversary this year.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#jinny #marin

Indianapolis, Indiana-based Simon Property Group, Inc. (SPG) is a leading publicly traded real estate investment trust in the United States, engaged in acquiring, owning, and leasing shopping, dining, entertainment, and mixed-use destinations. The company has a market capitalization of $71.4 billion and owns or has an interest in 229 properties totaling 183 million square feet across North America, Asia, and Europe.
SPG stock has rallied the broader market over the past year, surging 27.9% compared to the S&P 500 Index's ($SPX) 19.3% surge. Moreover, in 2026, the stock has risen nearly 19.2%, outperforming the SPX's 12.4% rise as well.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#House #group

BULL surged 13% after Q2 revenue jumped 51% to $199M and adjusted operating profit soared 169%, driven by the June PDT rule elimination.
HOOD ticked up just 2% on a peer read-through while flat IAI confirms today's move is entirely specific to Webull's earnings, not a sector rally.
Webull's registered-user growth hit a three-year low of 13%, meaning the record quarter rested on existing customers trading more, not new account arrivals.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Webull didn't make the cut. Grab the names FREE today.
Webull (NASDAQ:BULL) stock is up 13% to $9.76 in early Thursday trading after the online broker posted its strongest quarter as a public company. Meanwhile, Robinhood Markets (NASDAQ:HOOD) stock practically unchanged at $95.34. For the broader sector context, the iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI) shares are flat/unchanged at around $190.

#hood #webull #broker #trading

By Chris Prentice and Stefano Rebaudo
NEW YORK/MILAN, Aug 13 (Reuters) - Global equities rose on Thursday as investors pared back their bets on a U.S. rate hike, while oil prices fell more than 2% as higher inventories and lower global demand forecasts offset geopolitical concerns.
U.S. ‌producer price data, which was unchanged in July, reduced expectations for a Federal Reserve rate hike next month, helping tech stocks power the S&P ‌500 to an intraday record high.
The data followed Wednesday's consumer price report, which showed U.S. prices rose 3.4% in the 12 months through July, in line with economists' expectations.
Traders scaled back their bets on a September rate hike, pricing in a 65% probability of the Fed staying on hold next month versus 50% on Wednesday.

#hike #bets

During the August 6 episode of Mad Money, a caller asked host Jim Cramer about Honeywell Aerospace Inc. (NASDAQ:HONA) following a steep, near 28% collapse in the stock between August 4 and August 6. Cramer revealed that the Charitable Trust immediately unloaded the position at the opening bell. He stated:
It really hurt us. Both Phil LeBeau and I were stunned. Phil said three times that they could've told us that things were bad. I called the management, and I said, management called me back, and said, look, I said, listen, I think it's a very suboptimal situation.
I really don't like the situation. I think that the company should have been much more forthcoming. I think it was a rookie mistake. We sold the stock at the opening for the Charitable Trust. It is a great company, but man, they are not ready for prime time, and it was very disappointing.
The sudden plunge caught institutional investors and **** ysts off guard, landing the newly minted standalone company in Wall Street's penalty box. Honeywell Aerospace Inc. (NASDAQ:HONA) watched its shares implode after management slashed its full-year outlook following the second-quarter results.
The core catalyst behind the selloff was a severe downgrade to the corporate financial roadmap. Management aligned full-year forecasts with supply-chain capabilities, scaling back expectations across some major financial metrics. Organic growth guidance was reduced to a range of 4% to 5%, compared to previous guidance of 7% to 9%. Pro forma standalone adjusted EBIT was lowered to a range of $4.35 billion to $4.45 billion, down from earlier projections of $4.65 billion to $4.75 billion. In addition, year-over-year adjusted EBIT growth was revised to a range of flat to 3%, down from prior guidance of 7% to 10%. Persistent supply-chain constraints forced the company to prioritize original equipment manufacturer deliveries to major planemakers like Boeing and Airbus. As a result, production was diverted away from higher-revenue, higher-margin aftermarket operations, squeezing profitability right out of the gate as an independent entity.

#management #guidance #range #cramer

The dollar index (DXY00) is up by +0.22% today. The dollar is climbing today amid higher T-note yields, which are strengthening the dollar's interest rate differentials. Also, today's more than +2% increase in WTI crude oil prices is raising inflation expectations and may persuade the Fed to tighten monetary policy, a supportive factor for the dollar.
President Trump on Sunday signaled he's prepared to let economic pressure on Iran build rather than launch additional military strikes, saying the US was only "semi-negotiating" with Iran on the Strait of Hormuz and that the US blockade of Iran was deepening the country's financial woes.
Complacency in Gold May Be Hiding the Next Big Move
Dollar Pushes Higher as Crude Oil Surges and T-Note Yields Rise
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!

#today #note

Interested in Louisiana-Pacific Corporation? Here are five stocks we like better.
Second-quarter results weakened: Sales fell $90 million year over year to $664 million and EBITDA dropped $63 million to $79 million, primarily because of lower OSB prices and volumes. LP expects OSB EBITDA of approximately negative $45 million in Q3 and negative $120 million for 2026 if prices remain flat.
Siding showed resilience and is expected to rebound: Despite a 4% sales decline and weather, freight and inflation disruptions, the segment maintained a 26% EBITDA margin. LP forecasts Q3 Siding revenue of $460 million–$470 million and EBITDA of $110 million–$120 million, with modest volume growth anticipated.
LP is prioritizing Siding investment while reducing spending elsewhere: The company cut its 2026 capital-expenditure outlook by $70 million to about $320 million, largely by delaying OSB maintenance projects, while directing roughly three-quarters of spending toward Siding capacity expansions.
These 3 Rising Dividend Plays Come Cheap

#negative

Interested in Dexterra Group Inc.? Here are five stocks we like better.
Strong Q2 financial performance: Revenue rose 8% year over year to C$269 million, adjusted EBITDA increased 9% to C$33 million, and free cash flow reached C$22 million. Net debt fell to C$206 million, reducing leverage to 1.5 times adjusted EBITDA.
Workforce accommodations drove growth and margins: Support Services revenue increased 10%, while ***** et Based Services adjusted EBITDA margins improved to 40% as higher-margin rental activity and Right Choice contributions offset weaker wildfire-related work.
Growth opportunities remain significant: Dexterra is pursuing U.S. data-center workforce-housing projects, including through a new partnership, while also targeting Canadian energy, mining, infrastructure, government and defense opportunities. The company renewed its share-repurchase program and expects more than 50% adjusted EBITDA-to-free-cash-flow conversion for 2026.
Dexterra Group (TSE:DXT) reported higher second-quarter revenue, adjusted EBITDA and free cash flow, supported by workforce accommodations occupancy, new contract activity and contributions from the Right Choice acquisition.

#adjusted #flow

Sign in to access your portfolio

#sign #access #Portfolio

Every earnings season has a moment where a CEO says something that cuts through the noise. Not a guidance range or a revenue beat. Something that reframes how investors are supposed to think about the company. Meta's Q2 call on July 29 had one of those moments, and it didn't come from the income statement.
The numbers themselves were rough. Earnings per share dropped 13% year over year to $6.18, missing Wall Street's $7.10 consensus by nearly a dollar. Free cash flow fell almost 91% to just $784 million, down from $8.55 billion a year earlier. Capital expenditure hit $31.1 billion in the quarter alone, nearly double what Meta spent in the same period last year. The stock fell roughly 8% to 10% in after-hours trading. The company had already slid 21% since July 15. None of that was new information by the time Zuckerberg opened his mouth on the call.
What Zuckerberg said on that call is what investors who have been selling need to sit with.
Meta has been building AI infrastructure at a pace that has alarmed some investors. Capital expenditures hit $31.1 billion in just the second quarter, nearly double what Meta spent in the same quarter a year earlier. The company has guided to $130 billion to $145 billion in full-year 2026 capex, more than double the $72 billion it spent in 2025. The question everyone has been asking is whether any of that spending will ever pay back, according to Fortune.
More Mark Zuckerberg:

#call #nearly #quarter

Rivian Automotive (NASDAQ: RIVN) remains one of my favorite growth stocks on the market today. Many investors still value the company as an EV stock. In reality, however, I think the company should be valued as an AI stock.
That's because Rivian is attempting to transform its business to take maximum advantage of its biggest growth opportunities.
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 »
Building electric vehicles can be a profitable business. Just look at what Tesla accomplished despite having a fairly limited lineup. But the future of transportation will look very different than today.
McKinsey & Co. recently surveyed more than 90 industry insiders to see how quickly these experts believe fully autonomous vehicles will be deployed. On average, the panel believes that autonomous vehicles will be the norm in most major countries by 2032. Notably, however, robotaxis will precede private autonomous vehicles.

#NVIDIA

Apple's June quarter produced numbers that looked solid on the surface but left investors with a question: Was September quarter guidance conservative, or was the business actually slowing?
Bank of America published its answer on July 30. The firm says investors are misreading the results and that the underlying business is stronger than the headline numbers show.
Bank of America ***** yst Wamsi Mohan reiterated his Buy rating on Apple and held his $380 price target. Apple's stock closed July 30 at $333.43, making the target roughly 14% above where shares ended the day. Mohan also raised his EPS estimates for the next three fiscal years, Investing.com reported.
Apple reported Q3 2026 revenue of $109.4 billion, up 16% from a year earlier. EPS came in at $2.02. Bank of America flagged that about $0.11 of that figure came from a tariff refund. Once you back that out, earnings were roughly in line with ***** yst projections. Apple met expectations. It did not clear them by a wide margin.
More Apple:

#America #numbers

The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector.
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% in Q1 2026 and projects a 58%–63% increase in Q2. NAND flash prices are also expected to remain strong.
The price surges come as the global memory supply struggles to keep pace with demand. Some industry experts expect the memory shortage to last beyond 2030.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) and SanDisk Corporation (NASDAQ:SNDK) have emerged as two of the biggest beneficiaries of the memory shortage.

#prices #dram #NASDAQ

Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined after the initial publication, Axios reported on July 27.
Nvidia sells the hardware and software used to train and run AI models. A larger field of model developers, more local deployments, and cheaper inference can all expand demand for its products. Nvidia can benefit even if the models themselves become difficult to monetize.
Source: unsplash
Meta Platforms, Inc. (NASDAQ:META) has another reason to favor open weights. Its models can enter products and corporate systems that might otherwise rely on OpenAI or Anthropic. Outside developers improve the tools, hosting services and integrations around them. Meta can benefit through its applications, advertising business and infrastructure without charging for every model call.
Closed frontier labs can still justify their prices through better performance, enterprise support, reliability and safety. But every task an open model can perform well enough becomes harder to sell through an expensive proprietary API. Customers can also host a model themselves instead of sending data to one provider indefinitely. OpenAI and Anthropic could consequently lose some pricing power and customer lock-in.

#openai #NVIDIA #anthropic #open