2 months ago
By Akash Sriram
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft to move satellites and other payloads said on Wednesday, as it looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million round announced in June that valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and works to turn a growing backlog of government and commercial contracts into revenue.
#impulse #space
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft to move satellites and other payloads said on Wednesday, as it looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million round announced in June that valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and works to turn a growing backlog of government and commercial contracts into revenue.
#impulse #space
2 months ago
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Debt settlement is a debt relief strategy where you negotiate with creditors to pay less than the full amount you owe, often through a lump-sum payment. In some cases, a creditor will accept as little as 50% of your balance.
A successful debt settlement has the potential to save you money and get you out of debt, but it comes with serious trade-offs, including potential fees, damage to your credit, and tax liabilities. There's also no guarantee that your lender will agree to settle your debt.
It's important to understand these pros and cons to determine whether debt settlement is a viable path for you.
While you can pursue debt settlement on your own, there are companies that offer debt settlement services and negotiate directly with the lender on your behalf. Here are the steps you'll typically take to settle a debt:
#settlement #lender #disclosure #here
Debt settlement is a debt relief strategy where you negotiate with creditors to pay less than the full amount you owe, often through a lump-sum payment. In some cases, a creditor will accept as little as 50% of your balance.
A successful debt settlement has the potential to save you money and get you out of debt, but it comes with serious trade-offs, including potential fees, damage to your credit, and tax liabilities. There's also no guarantee that your lender will agree to settle your debt.
It's important to understand these pros and cons to determine whether debt settlement is a viable path for you.
While you can pursue debt settlement on your own, there are companies that offer debt settlement services and negotiate directly with the lender on your behalf. Here are the steps you'll typically take to settle a debt:
#settlement #lender #disclosure #here
2 months ago
Many older Americans are millionaires. In fact, the average household net worth among 65- to 74-year-olds is $1.79 million, according to Fidelity.
Some people have far more than that in retirement, which provides them with the financial security that people dream of enjoying during their later years in life. Of course, you still need to be cautious about how much money you withdraw each year so you don't drain your accounts dry.
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
#americans #year #ramsey
Some people have far more than that in retirement, which provides them with the financial security that people dream of enjoying during their later years in life. Of course, you still need to be cautious about how much money you withdraw each year so you don't drain your accounts dry.
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
#americans #year #ramsey
2 months ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Barclays raised its year-end S&P 500 target to 7,950 Wednesday, betting stronger earnings and continued artificial intelligence spending can keep the rally going.
The bank lifted its target from 7,800 and raised its 2026 earnings-per-share forecast to $365 from $337, Reuters reported. The S&P 500 was trading around 7,625 Wednesday, leaving Barclays' target about 4% above current levels. The index is tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY).
Even after the upgrade, Barclays is still one of the more cautious voices on Wall Street. HSBC raised its target to 8,100 Tuesday, while UBS, Goldman Sachs and Citigroup also see the index finishing at or above 8,000.
Prediction traders are more skeptical. Polymarket puts roughly 40% on an S&P 500 finish above 8,000, while its contracts put more combined weight on the index ending below 7,500 than above 8,000.
#below
Barclays raised its year-end S&P 500 target to 7,950 Wednesday, betting stronger earnings and continued artificial intelligence spending can keep the rally going.
The bank lifted its target from 7,800 and raised its 2026 earnings-per-share forecast to $365 from $337, Reuters reported. The S&P 500 was trading around 7,625 Wednesday, leaving Barclays' target about 4% above current levels. The index is tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY).
Even after the upgrade, Barclays is still one of the more cautious voices on Wall Street. HSBC raised its target to 8,100 Tuesday, while UBS, Goldman Sachs and Citigroup also see the index finishing at or above 8,000.
Prediction traders are more skeptical. Polymarket puts roughly 40% on an S&P 500 finish above 8,000, while its contracts put more combined weight on the index ending below 7,500 than above 8,000.
#below
2 months ago
Brent crude traded close to $100 a barrel on Wednesday, reaching levels last seen in July as markets ****** sed further military activity in the Middle East and its potential impact on regional oil supplies.
At 0614 GMT, Brent crude futures were up 1.3% at $99.22 a barrel, while U.S. West Texas Intermediate crude gained 1.2% to $94.13 a barrel.
Brent has risen approximately 25% since early August as fighting in the six-month conflict resumed and expectations for a permanent resolution diminished.
The conflict escalated on Tuesday as Iranian-backed Houthi forces in Yemen carried out strikes against several Saudi Arabian cities.
U.S. forces also struck multiple Iranian oil tankers, while Iran targeted a U.S. base in Jordan and attacked vessels.
#iranian #forces #east
At 0614 GMT, Brent crude futures were up 1.3% at $99.22 a barrel, while U.S. West Texas Intermediate crude gained 1.2% to $94.13 a barrel.
Brent has risen approximately 25% since early August as fighting in the six-month conflict resumed and expectations for a permanent resolution diminished.
The conflict escalated on Tuesday as Iranian-backed Houthi forces in Yemen carried out strikes against several Saudi Arabian cities.
U.S. forces also struck multiple Iranian oil tankers, while Iran targeted a U.S. base in Jordan and attacked vessels.
#iranian #forces #east
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2 months ago
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."
#NASDAQ #global #quarter
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."
#NASDAQ #global #quarter
2 months ago
If you want to invest in stocks, one of the best strategies is to just "buy all the stocks" with low-cost index funds. Among all the exchange-traded funds (ETFs) that let you invest in the entire U.S. stock market, the Vanguard Morningstar Total Stock Market ETF (NYSEMKT: VTI) is one of the best.
The U.S. stock market has been on a strong run for the past 10 years, and because VTI owns 3,515 stocks representing publicly traded American companies of all sizes, it has captured those broader gains. Over the past 10 years, the Vanguard Morningstar Total Stock Market ETF has delivered an average annual return of 14.53%, using recent prices.
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 »
Let's see where VTI could be in 2036 based on past performance.
Over the past 10 years, VTI has delivered an average annual return of 14.53% for investors. That means if you had invested $10,000 in VTI 10 years ago, you'd have $38,832 today (at recent prices).
#total
The U.S. stock market has been on a strong run for the past 10 years, and because VTI owns 3,515 stocks representing publicly traded American companies of all sizes, it has captured those broader gains. Over the past 10 years, the Vanguard Morningstar Total Stock Market ETF has delivered an average annual return of 14.53%, using recent prices.
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 »
Let's see where VTI could be in 2036 based on past performance.
Over the past 10 years, VTI has delivered an average annual return of 14.53% for investors. That means if you had invested $10,000 in VTI 10 years ago, you'd have $38,832 today (at recent prices).
#total
3 months ago
Amcor is supplying Tiptree, the preserves and spreads business owned by Wilkin & Sons, with packaging films containing certified 30% post-consumer recycled (PCR) plastic for use in shrink film and pallet stretch wrap.
The change covers Amcor's collation shrink film and Bontite Sustane stretch wrap, each made with 30% PCR content.
Tiptree is making the switch before revisions to the UK Plastic Packaging Tax (PPT) take effect in April 2027.
Under those rules, post-industrial recycled (PIR) material will no longer qualify towards the 30% minimum recycled plastic requirement, with only PCR content set to count.
According to Amcor, the films are intended to preserve packaging, supporting efficiency, load stability and wider cost considerations.
#post
The change covers Amcor's collation shrink film and Bontite Sustane stretch wrap, each made with 30% PCR content.
Tiptree is making the switch before revisions to the UK Plastic Packaging Tax (PPT) take effect in April 2027.
Under those rules, post-industrial recycled (PIR) material will no longer qualify towards the 30% minimum recycled plastic requirement, with only PCR content set to count.
According to Amcor, the films are intended to preserve packaging, supporting efficiency, load stability and wider cost considerations.
#post
3 months ago
When you first start investing, getting your brokerage account balance to even $1,000 can seem like a real accomplishment. Getting it to $100,000 can seem almost impossible.
But you don't necessarily need a huge salary, flawless stock-picking skills, or perfect market timing. In reality, you just need discipline, a consistent pattern of investing, and a diversified portfolio of high quality stocks. Give it enough time and you can let the long-term power of compounding do a lot of the work for you.
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 »
But the best path to success involves knowing exactly what it takes to get to where you want to be. Saying you want your portfolio to get to $100,000 is all well and good. But understanding exactly how much you need to be putting aside every month and making it happen is the key.
During the past century, the S&P 500 has produced an average annual return of roughly 10%. Some years have generated much higher returns. Some have delivered steep losses. Those who have ridden out that volatility and maintained their long-term focus, however, have been rewarded.
#NVIDIA #signal #need #Portfolio
But you don't necessarily need a huge salary, flawless stock-picking skills, or perfect market timing. In reality, you just need discipline, a consistent pattern of investing, and a diversified portfolio of high quality stocks. Give it enough time and you can let the long-term power of compounding do a lot of the work for you.
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 »
But the best path to success involves knowing exactly what it takes to get to where you want to be. Saying you want your portfolio to get to $100,000 is all well and good. But understanding exactly how much you need to be putting aside every month and making it happen is the key.
During the past century, the S&P 500 has produced an average annual return of roughly 10%. Some years have generated much higher returns. Some have delivered steep losses. Those who have ridden out that volatility and maintained their long-term focus, however, have been rewarded.
#NVIDIA #signal #need #Portfolio
3 months ago
Irving, Texas-based Vistra Corp. (VST) operates as an integrated retail electricity and power generation company in the United States. Valued at a market cap of $45.7 billion, the company operates through five segments: Retail, Texas, East, West, and ***** et Closure, and retails electricity and natural gas to residential, commercial, and industrial customers across states in the United States and the District of Columbia.
The electricity supplier's shares have lagged behind the broader market over the past year, declining 28.4% compared to the S&P 500 Index's ($SPX) 20.5% surge. Moreover, in 2026, the stock has fallen by nearly 15.6%, underperforming the SPX's 12.1% rise as well.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#states #Stock #electricity #NVIDIA
The electricity supplier's shares have lagged behind the broader market over the past year, declining 28.4% compared to the S&P 500 Index's ($SPX) 20.5% surge. Moreover, in 2026, the stock has fallen by nearly 15.6%, underperforming the SPX's 12.1% rise as well.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#states #Stock #electricity #NVIDIA
3 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Nike (NYSE: NKE) has long been one of the most recognizable brands on the planet — a powerhouse that dominated sneakers, apparel and popular culture for decades.
But lately, its story has taken a sharp turn.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#jeff #bezos #jpmorgan #priority
Nike (NYSE: NKE) has long been one of the most recognizable brands on the planet — a powerhouse that dominated sneakers, apparel and popular culture for decades.
But lately, its story has taken a sharp turn.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#jeff #bezos #jpmorgan #priority
3 months ago
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Samsara Inc. (NYSE:IOT). Samsara Inc. (NYSE:IOT), which provides solutions to connect physical operations data to its connected operations platform, detracted from the fund's performance during the quarter. On August 7, 2026, Samsara Inc. (NYSE:IOT) closed at $40.88 per share. One-month return of Samsara Inc. (NYSE:IOT) was 11.00% and its shares gained 25.78% over the past 52 weeks. Samsara Inc. (NYSE:IOT) has a market capitalization of $23.89 billion.
Sands Capital Technology Innovators Fund stated the following regarding Samsara Inc. (NYSE:IOT) in its Q2 2026 investor letter:
"Samsara Inc. (NYSE:IOT) is a leading developer of connected hardware and software for industrial operations. Shares declined despite strong first-quarter results, as broader multiple compression across select vertical software peers outweighed continued evidence of strong execution. Revenue growth remained steady at approximately 30 percent, while the company delivered roughly 500 basis points of margin leverage, reflecting improving scale and operating discipline. Samsara continues to benefit from a powerful data network effect: as more customers and connected ***** ets join the platform, Samsara captures more proprietary operational data, which improves its products, strengthens customer outcomes, and creates new monetization opportunities. This flywheel is supporting success across an expanding product portfolio and should be reinforced by upcoming product announcements and disclosures. With the stock trading near multiyear lows on forward revenue despite
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Samsara Inc. (NYSE:IOT). Samsara Inc. (NYSE:IOT), which provides solutions to connect physical operations data to its connected operations platform, detracted from the fund's performance during the quarter. On August 7, 2026, Samsara Inc. (NYSE:IOT) closed at $40.88 per share. One-month return of Samsara Inc. (NYSE:IOT) was 11.00% and its shares gained 25.78% over the past 52 weeks. Samsara Inc. (NYSE:IOT) has a market capitalization of $23.89 billion.
Sands Capital Technology Innovators Fund stated the following regarding Samsara Inc. (NYSE:IOT) in its Q2 2026 investor letter:
"Samsara Inc. (NYSE:IOT) is a leading developer of connected hardware and software for industrial operations. Shares declined despite strong first-quarter results, as broader multiple compression across select vertical software peers outweighed continued evidence of strong execution. Revenue growth remained steady at approximately 30 percent, while the company delivered roughly 500 basis points of margin leverage, reflecting improving scale and operating discipline. Samsara continues to benefit from a powerful data network effect: as more customers and connected ***** ets join the platform, Samsara captures more proprietary operational data, which improves its products, strengthens customer outcomes, and creates new monetization opportunities. This flywheel is supporting success across an expanding product portfolio and should be reinforced by upcoming product announcements and disclosures. With the stock trading near multiyear lows on forward revenue despite
3 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
According to rates from the Zillow lender marketplace, current purchase mortgage rates are lower than current refinance rates for Monday, August 10, 2026.
The current 30-year purchase fixed rate today is 6.51%, 13 basis points lower than the current refinance rate. The 15-year fixed purchase rate of 6.01% is 2 basis points lower than the 15-year refi rate. The 5/1 ARM purchase rate of 6.37% is 13 basis points lower than the 5/1 refi rate.
Read more: Weekly survey of mortgage lenders with the lowest rates: Revealing the wide gaps among rates and fees
Here are the current mortgage rates today, Monday, August 10, 2026, according to the latest Zillow data:
#current #purchase #lower #points
According to rates from the Zillow lender marketplace, current purchase mortgage rates are lower than current refinance rates for Monday, August 10, 2026.
The current 30-year purchase fixed rate today is 6.51%, 13 basis points lower than the current refinance rate. The 15-year fixed purchase rate of 6.01% is 2 basis points lower than the 15-year refi rate. The 5/1 ARM purchase rate of 6.37% is 13 basis points lower than the 5/1 refi rate.
Read more: Weekly survey of mortgage lenders with the lowest rates: Revealing the wide gaps among rates and fees
Here are the current mortgage rates today, Monday, August 10, 2026, according to the latest Zillow data:
#current #purchase #lower #points
3 months ago
Investors interested in Quantinuum (QNT) should mark Aug. 11 on their calendars. The quantum computing pioneer is scheduled to report its second-quarter 2026 financial results after the market closes, offering Wall Street its latest look at the company's commercial momentum and financial performance.
With enthusiasm surrounding quantum computing continuing to build, investors will be watching closely for revenue growth, updates on customer adoption, progress in expanding enterprise partnerships, and management's outlook for the remainder of the year.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ****** eX Earnings on Tap
#investors #quantum #quantinuum
With enthusiasm surrounding quantum computing continuing to build, investors will be watching closely for revenue growth, updates on customer adoption, progress in expanding enterprise partnerships, and management's outlook for the remainder of the year.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ****** eX Earnings on Tap
#investors #quantum #quantinuum
3 months ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Mettler-Toledo International Inc. (NYSE:MTD). Mettler-Toledo International Inc. (NYSE:MTD) manufactures and supplies precision instruments and services in the Americas, Europe, Asia, and internationally. On August 03, 2026, Mettler-Toledo International Inc. (NYSE:MTD) closed at $1,445.00 per share. The one-month return of Mettler-Toledo International Inc. (NYSE:MTD) was 10.84%, and its shares gained 15.44% over the past 52 weeks. Mettler-Toledo International Inc. (NYSE:MTD) has a market capitalization of $28.95 billion..
Baron Health Care Fund stated the following regarding Mettler-Toledo International Inc. (NYSE:MTD) in its Q2 2026 investor letter:
"We added to our position in Mettler-Toledo International Inc. (NYSE:MTD), a company we have owned in the Fund since inception. Mettler is a leading global provider of precision instruments and services. The company's products are used in key R&D, quality control, and manufacturing processes for customers in the life sciences, food, and chemicals industries, among others. We believe Mettler has multiple competitive advantages, including its strong brand, product offering and large installed base; large direct sales and service network; global supply chain; sophisticated sales and marketing programs; longstanding local presence in fast growing emerging markets; and culture of operational excellence and execution. The company has a long track record of generating consistent earnings growth. In the quarter, Mettler's organic revenue growth rate and guidance were slightly below expectations. We thought the negative stock reaction was way overblown, leading to a valuation the stock had not seen in many years. We are confident that over the long-term Mettler can generate mid-teens or better annual earnings growth."
#toledo
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Mettler-Toledo International Inc. (NYSE:MTD). Mettler-Toledo International Inc. (NYSE:MTD) manufactures and supplies precision instruments and services in the Americas, Europe, Asia, and internationally. On August 03, 2026, Mettler-Toledo International Inc. (NYSE:MTD) closed at $1,445.00 per share. The one-month return of Mettler-Toledo International Inc. (NYSE:MTD) was 10.84%, and its shares gained 15.44% over the past 52 weeks. Mettler-Toledo International Inc. (NYSE:MTD) has a market capitalization of $28.95 billion..
Baron Health Care Fund stated the following regarding Mettler-Toledo International Inc. (NYSE:MTD) in its Q2 2026 investor letter:
"We added to our position in Mettler-Toledo International Inc. (NYSE:MTD), a company we have owned in the Fund since inception. Mettler is a leading global provider of precision instruments and services. The company's products are used in key R&D, quality control, and manufacturing processes for customers in the life sciences, food, and chemicals industries, among others. We believe Mettler has multiple competitive advantages, including its strong brand, product offering and large installed base; large direct sales and service network; global supply chain; sophisticated sales and marketing programs; longstanding local presence in fast growing emerging markets; and culture of operational excellence and execution. The company has a long track record of generating consistent earnings growth. In the quarter, Mettler's organic revenue growth rate and guidance were slightly below expectations. We thought the negative stock reaction was way overblown, leading to a valuation the stock had not seen in many years. We are confident that over the long-term Mettler can generate mid-teens or better annual earnings growth."
#toledo
3 months ago
On the surface, Apple (NASDAQ: AAPL) delivered a strong third-quarter earnings report with revenue jumping 16% to $109.4 billion, edging out the consensus at $109 billion.
IPhone sales jumped 22% to $54.3 billion, and Mac was a bright spot as well, up 29%, and Apple reported double-digit revenue growth in all five of its regions.
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 »
Gross margin reached 50.1%, which included a benefit of two percentage points from tariff refunds. On the bottom line, the company reported earnings per share of $2.02, which included an $0.11 benefit from tariff refunds, compared to **** yst estimates of $1.89.
However, the stock still finished down 7.4%, cooling off what had been a breakout run in recent weeks, as the company issued disappointing guidance. Apple stock had soared as it got credit for avoiding spending hundreds of billions on AI infrastructure, unlike its big tech peers.
#flashing #down #revenue
IPhone sales jumped 22% to $54.3 billion, and Mac was a bright spot as well, up 29%, and Apple reported double-digit revenue growth in all five of its regions.
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 »
Gross margin reached 50.1%, which included a benefit of two percentage points from tariff refunds. On the bottom line, the company reported earnings per share of $2.02, which included an $0.11 benefit from tariff refunds, compared to **** yst estimates of $1.89.
However, the stock still finished down 7.4%, cooling off what had been a breakout run in recent weeks, as the company issued disappointing guidance. Apple stock had soared as it got credit for avoiding spending hundreds of billions on AI infrastructure, unlike its big tech peers.
#flashing #down #revenue
3 months ago
Boston Scientific posted second-quarter net sales of $5.44 billion and adjusted earnings of $0.86 per share on Wednesday, beating its own guidance, but the company trimmed its full-year profit outlook as demand for its Watchman heart implant fell short of expectations.
The company now expects full-year 2026 adjusted earnings per share of $3.28 to $3.32, the company said. That compares to a prior forecast of $3.34 to $3.41 per share. ***** ysts had expected full-year adjusted profit of $3.36 per share, according to Reuters.
Boston Scientific also cut its full-year organic sales growth outlook to a range of 5% to 6%, down from a prior range of 6.5% to 8%, the company said.
The Watchman is a device implanted in the heart to block blood clots that can cause strokes in patients who have atrial fibrillation. The drag on that business stems from changing clinical practice — doctors are more often pairing the Watchman with other heart procedures in one visit, which has eaten into the volume of dedicated Watchman-only cases, according to Reuters. Boston Scientific indicated that Watchman revenue is on track to be roughly unchanged in the second quarter and probably the third as well, even as combined-procedure volumes keep climbing.
The quarterly results themselves topped expectations. Second-quarter adjusted EPS of $0.86 came in above the company's guidance range of $0.82 to $0.84. Revenue of $5.44 billion exceeded the high end of the company's guided range of 5.5% to 7.5% reported growth. ***** ysts had expected quarterly revenue of $5.36 billion and adjusted profit of $0.83 per share.
#range
The company now expects full-year 2026 adjusted earnings per share of $3.28 to $3.32, the company said. That compares to a prior forecast of $3.34 to $3.41 per share. ***** ysts had expected full-year adjusted profit of $3.36 per share, according to Reuters.
Boston Scientific also cut its full-year organic sales growth outlook to a range of 5% to 6%, down from a prior range of 6.5% to 8%, the company said.
The Watchman is a device implanted in the heart to block blood clots that can cause strokes in patients who have atrial fibrillation. The drag on that business stems from changing clinical practice — doctors are more often pairing the Watchman with other heart procedures in one visit, which has eaten into the volume of dedicated Watchman-only cases, according to Reuters. Boston Scientific indicated that Watchman revenue is on track to be roughly unchanged in the second quarter and probably the third as well, even as combined-procedure volumes keep climbing.
The quarterly results themselves topped expectations. Second-quarter adjusted EPS of $0.86 came in above the company's guidance range of $0.82 to $0.84. Revenue of $5.44 billion exceeded the high end of the company's guided range of 5.5% to 7.5% reported growth. ***** ysts had expected quarterly revenue of $5.36 billion and adjusted profit of $0.83 per share.
#range
4 months ago
Thiel loaded PayPal (PYPL) and Palantir (PLTR) founder shares into a self-directed Roth IRA, turning $2,000 into $5 billion completely tax-free.
A self-directed Roth, unlike a standard Schwab (SCHW) account, lets you hold private startups, real estate, and LLC interests tax-free.
Triggering IRC Section 4975's prohibited transaction rules collapses your entire Roth into a taxable distribution, plus a 10% penalty if under 59½.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
If you own a Roth IRA, you own the same tax shelter Peter Thiel used to turn $2,000 into roughly $5 billion. This is the exact same account type, governed by the exact same tax code, sitting in millions of ordinary brokerage logins right now. The buried feature: a Roth IRA can hold far more than index funds. It can hold private startup shares, LLC interests, real estate, and other alternative ******* ets, and every dollar of growth comes out tax-free after age 59½.
#hold #same #self #directed
A self-directed Roth, unlike a standard Schwab (SCHW) account, lets you hold private startups, real estate, and LLC interests tax-free.
Triggering IRC Section 4975's prohibited transaction rules collapses your entire Roth into a taxable distribution, plus a 10% penalty if under 59½.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
If you own a Roth IRA, you own the same tax shelter Peter Thiel used to turn $2,000 into roughly $5 billion. This is the exact same account type, governed by the exact same tax code, sitting in millions of ordinary brokerage logins right now. The buried feature: a Roth IRA can hold far more than index funds. It can hold private startup shares, LLC interests, real estate, and other alternative ******* ets, and every dollar of growth comes out tax-free after age 59½.
#hold #same #self #directed
4 months ago
US sportswear retailer Nike will bar major wholesale partners in China from selling its products online from January, shifting sales to its own branded storefronts instead.
The change means most of Nike's 16 store partners in China, which together own and operate thousands of Nike outlets, will stop selling online and shift entirely to in-store retail.
"Our marketplace has become so fragmented and cluttered. What consumers want is an experience that's premium, true to the brand, trustworthy, and certainly connected between digital and physical", Cathy Sparks, vice-president and Greater China general manager at Nike told Reuters.
Sales will instead be redirected to Nike-branded storefronts on Tmall, JD.com and Douyin, as well as its own website and app.
According to the company, the move aims to reduce marketplace fragmentation, restore consumer confidence, and back full-price sales.
#partners #selling #branded
The change means most of Nike's 16 store partners in China, which together own and operate thousands of Nike outlets, will stop selling online and shift entirely to in-store retail.
"Our marketplace has become so fragmented and cluttered. What consumers want is an experience that's premium, true to the brand, trustworthy, and certainly connected between digital and physical", Cathy Sparks, vice-president and Greater China general manager at Nike told Reuters.
Sales will instead be redirected to Nike-branded storefronts on Tmall, JD.com and Douyin, as well as its own website and app.
According to the company, the move aims to reduce marketplace fragmentation, restore consumer confidence, and back full-price sales.
#partners #selling #branded
4 months ago
Interested in Mitie Group plc? Here are five stocks we like better.
Mitie reported strong trading momentum, with first-quarter fiscal 2027 revenue rising 10% to £1.4 billion, well ahead of the broader market's roughly 3% growth. Contract wins and renewals also jumped more than 30% to £1.6 billion, while the bidding pipeline hit a record £32.5 billion.
The company is leaning into higher-margin services through "facilities transformation" and "facilities compliance," supported by its Marlowe acquisition. Mitie said the deal is already helping cross-sell fire, security and water services, and it now sees water management as a major growth area.
Mitie's board backed a recommended £3.1 billion cash takeover by OCS, offering shareholders £2.216 per share including the proposed final dividend. The offer represents a significant premium to recent trading prices, and the AGM resolutions were passed on proxy votes.
Mitie Group (LON:MTO) used its 2026 annual general meeting to report continued trading momentum, outline progress from its Marlowe acquisition and confirm details of a recommended cash offer from OCS.
#momentum #Growth #Services #acquisition
Mitie reported strong trading momentum, with first-quarter fiscal 2027 revenue rising 10% to £1.4 billion, well ahead of the broader market's roughly 3% growth. Contract wins and renewals also jumped more than 30% to £1.6 billion, while the bidding pipeline hit a record £32.5 billion.
The company is leaning into higher-margin services through "facilities transformation" and "facilities compliance," supported by its Marlowe acquisition. Mitie said the deal is already helping cross-sell fire, security and water services, and it now sees water management as a major growth area.
Mitie's board backed a recommended £3.1 billion cash takeover by OCS, offering shareholders £2.216 per share including the proposed final dividend. The offer represents a significant premium to recent trading prices, and the AGM resolutions were passed on proxy votes.
Mitie Group (LON:MTO) used its 2026 annual general meeting to report continued trading momentum, outline progress from its Marlowe acquisition and confirm details of a recommended cash offer from OCS.
#momentum #Growth #Services #acquisition
4 months ago
Living Wall Street legend Warren Buffett confirmed during a CNBC interview on Wednesday, July 15, 2026, that he was the driving force behind Berkshire Hathaway's (BRK.A) (BRK.B) major investment in Alphabet (GOOG) (GOOGL) , the parent company of Google.
The 95-year-old chairman stated plainly that he initiated the investment, putting to rest speculation about whether the decision originated with him or with his successor, new CEO Greg Abel:
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
The 95-year-old chairman stated plainly that he initiated the investment, putting to rest speculation about whether the decision originated with him or with his successor, new CEO Greg Abel:
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
4 months ago
By Helen Reid and Kane Wu
LONDON/HONG KONG, July 10 (Reuters) - Fast-fashion retailer Shein won approval for its long-awaited Hong Kong IPO on Friday, a notice posted on the China Securities Regulatory Commission (CSRC) website showed, clearing the way for a listing after failed attempts in New York and London.
Shein, a fast-growing e-commerce giant, would be the highest-profile retailer to list in years, as many consumer brands have delayed initial public offerings due to weak investor sentiment and subdued spending by lower- to middle-income shoppers.
Founded by Chinese-born entrepreneur Sky Xu in 2012, Shein has waited a year for the green light from Beijing for its IPO, which had to be cleared by the highest levels of the ruling Communist Party, according to a source with direct knowledge of the matter.
Beijing views Shein as politically sensitive and has been cautious about endorsing a listing after controversies including a ******* doll scandal in France and reports of poor labour practices at its supplier factories in China, the source said.
LONDON/HONG KONG, July 10 (Reuters) - Fast-fashion retailer Shein won approval for its long-awaited Hong Kong IPO on Friday, a notice posted on the China Securities Regulatory Commission (CSRC) website showed, clearing the way for a listing after failed attempts in New York and London.
Shein, a fast-growing e-commerce giant, would be the highest-profile retailer to list in years, as many consumer brands have delayed initial public offerings due to weak investor sentiment and subdued spending by lower- to middle-income shoppers.
Founded by Chinese-born entrepreneur Sky Xu in 2012, Shein has waited a year for the green light from Beijing for its IPO, which had to be cleared by the highest levels of the ruling Communist Party, according to a source with direct knowledge of the matter.
Beijing views Shein as politically sensitive and has been cautious about endorsing a listing after controversies including a ******* doll scandal in France and reports of poor labour practices at its supplier factories in China, the source said.
4 months ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Aspen Standard Wealth, a New York-based holding company that takes majority stakes in registered investment advisors, has acquired a wealth manager based in Kalamazoo, Mich., managing $1.3 billion in client ***** ets across the United States.
CWS Financial Advisors, which dates back to 1983, will join the Aspen platform while maintaining its fee-only, RIA structure, the firms announced Tuesday. The 10-person RIA is led by Principal and co-owner Joe Splendorio, a former Wells Fargo advisor who joined CWS in 2014, according to BrokerCheck.
CWS was started as an A.G. Edwards office. That firm was acquired by Wachovia, which was then taken over by Wells Fargo. CWS broke away to become a fee-only RIA in 2018.
Aspen was founded by CEO Aly Kassim-Lakha, a former hedge fund manager, and is backed by private equity firm Alpine Investors. Aspen takes a majority stake in RIAs, with those RIA owners getting a minority stake in the Aspen holding company.
Aspen Standard Wealth, a New York-based holding company that takes majority stakes in registered investment advisors, has acquired a wealth manager based in Kalamazoo, Mich., managing $1.3 billion in client ***** ets across the United States.
CWS Financial Advisors, which dates back to 1983, will join the Aspen platform while maintaining its fee-only, RIA structure, the firms announced Tuesday. The 10-person RIA is led by Principal and co-owner Joe Splendorio, a former Wells Fargo advisor who joined CWS in 2014, according to BrokerCheck.
CWS was started as an A.G. Edwards office. That firm was acquired by Wachovia, which was then taken over by Wells Fargo. CWS broke away to become a fee-only RIA in 2018.
Aspen was founded by CEO Aly Kassim-Lakha, a former hedge fund manager, and is backed by private equity firm Alpine Investors. Aspen takes a majority stake in RIAs, with those RIA owners getting a minority stake in the Aspen holding company.
4 months ago
Metabolic health-focused drug developer Kalohexis is eyeing a debut on the public market after confidentially filing for an initial public offering (IPO) – potentially adding it to a growing list of American biotechs that have opted to go public thus far in 2026.
Though the details around the biotech's public debut remain sparse, the company notes it has submitted a draft registration statement to the US Securities and Exchange Commission (SEC) related to the IPO. Kalohexis is yet to determine how many shares it will offer and at what price upon its potential public market debut.
Kalohexis' proposed IPO comes four months after the clinical-stage biotech spun out of peptide therapeutic specialist Endevica Bio in March 2026, as it looks to progress its range of therapies for both obesity and cancer cachexia.
At the core of Kalohexis' approach is the melanocortin system, which is involved in balancing energy intake and expenditure, while also regulating appetite and inflammation. By modulating this system through the melanocortin-3 and -4 receptors (MC3R/MC4R), the biotech proposes that it can treat "many metabolic disorders".
Currently, Kalohexis has two lead, clinical-stage pipeline programmes to its name.
Though the details around the biotech's public debut remain sparse, the company notes it has submitted a draft registration statement to the US Securities and Exchange Commission (SEC) related to the IPO. Kalohexis is yet to determine how many shares it will offer and at what price upon its potential public market debut.
Kalohexis' proposed IPO comes four months after the clinical-stage biotech spun out of peptide therapeutic specialist Endevica Bio in March 2026, as it looks to progress its range of therapies for both obesity and cancer cachexia.
At the core of Kalohexis' approach is the melanocortin system, which is involved in balancing energy intake and expenditure, while also regulating appetite and inflammation. By modulating this system through the melanocortin-3 and -4 receptors (MC3R/MC4R), the biotech proposes that it can treat "many metabolic disorders".
Currently, Kalohexis has two lead, clinical-stage pipeline programmes to its name.
4 months ago
The Bank of England is considering introducing an AI "kill switch" to stop trading bots from causing a meltdown in financial markets.
Sarah Breeden, the deputy governor, said officials were running simulations on what would happen if AI traders all tried to execute similar trades at the same time.
She told central bankers at an event in Sintra, Portugal, that the capabilities of AI "could amplify volatility" when financial markets come under stress.
As a result, the Bank has been researching how to combat so-called "herding behaviour" by AI tools, along with Germany's Bundesbank and the Bank for International Settlements.
Ms Breeden told the conference that central banks were exploring "mitigants" such as "circuit breakers or kill switches that would limit or stop trading market-wide if faulty AI models cause market meltdown".
Sarah Breeden, the deputy governor, said officials were running simulations on what would happen if AI traders all tried to execute similar trades at the same time.
She told central bankers at an event in Sintra, Portugal, that the capabilities of AI "could amplify volatility" when financial markets come under stress.
As a result, the Bank has been researching how to combat so-called "herding behaviour" by AI tools, along with Germany's Bundesbank and the Bank for International Settlements.
Ms Breeden told the conference that central banks were exploring "mitigants" such as "circuit breakers or kill switches that would limit or stop trading market-wide if faulty AI models cause market meltdown".
5 months ago
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company's Q3 earnings beat. DA Davidson said Micron has entered a period with some of the semiconductor industry's best visibility, a shift from its historical role in the market. The firm also noted that another blowout quarter and positive forward-looking commentary suggest the memory cycle is far from over.
Also on June 25, Deutsche Bank ***** yst Melissa Weathers raised the firm's price target on Micron to $1,550 from $1,500 and maintained a Buy rating. Weathers said the earnings report "cleared a high bar," pointing to financial and strategic performance. Deutsche Bank viewed the quarter as "stunning," citing favorable pricing dynamics that drove revenue and gross margins to "extraordinary levels," and raised its estimates after the report.
Wedbush also raised its price target on Micron to $1,400 from $1,300 and kept an Outperform rating. Wedbush said Micron delivered another earnings beat with stronger-than-expected forward guidance, but highlighted the company's detailed disclosure of long-term forward contracts covering a significant portion of bit output as the key takeaway. The firm said those contracts meaningfully increase visibility into future revenue, margins, and earnings.
Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, ***** an, Mainland China, Hong Kong, Europe, and internationally.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company's Q3 earnings beat. DA Davidson said Micron has entered a period with some of the semiconductor industry's best visibility, a shift from its historical role in the market. The firm also noted that another blowout quarter and positive forward-looking commentary suggest the memory cycle is far from over.
Also on June 25, Deutsche Bank ***** yst Melissa Weathers raised the firm's price target on Micron to $1,550 from $1,500 and maintained a Buy rating. Weathers said the earnings report "cleared a high bar," pointing to financial and strategic performance. Deutsche Bank viewed the quarter as "stunning," citing favorable pricing dynamics that drove revenue and gross margins to "extraordinary levels," and raised its estimates after the report.
Wedbush also raised its price target on Micron to $1,400 from $1,300 and kept an Outperform rating. Wedbush said Micron delivered another earnings beat with stronger-than-expected forward guidance, but highlighted the company's detailed disclosure of long-term forward contracts covering a significant portion of bit output as the key takeaway. The firm said those contracts meaningfully increase visibility into future revenue, margins, and earnings.
Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, ***** an, Mainland China, Hong Kong, Europe, and internationally.
5 months ago
Greg Abel's first quarterly report as Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) CEO came with a number that's hard to look past. The conglomerate ended the first quarter of 2026 with a record $397 billion in cash, cash equivalents, and short-term Treasury bills -- up from around $373 billion at the end of 2025, and equal to more than a third of the company's market value.
A pile that size invites a dramatic reading: that Warren Buffett and Abel are bracing for a crash. But that may read too much into it. The cash is less a market call than the result of a simpler problem. At today's prices, Berkshire continues to struggle to find much worth buying.
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 »
The balance didn't swell in a single quarter. Berkshire has been a net seller of stocks for more than a dozen quarters in a row, parting with well over $150 billion more in equities than it has bought since late 2022.
In the first quarter of 2026 specifically, Berkshire sold about $8 billion more stock than it purchased. Money that leaves the equity portfolio and isn't put into a new investment generally lands in Treasury bills, where it earns a decent yield while it waits.
A pile that size invites a dramatic reading: that Warren Buffett and Abel are bracing for a crash. But that may read too much into it. The cash is less a market call than the result of a simpler problem. At today's prices, Berkshire continues to struggle to find much worth buying.
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 »
The balance didn't swell in a single quarter. Berkshire has been a net seller of stocks for more than a dozen quarters in a row, parting with well over $150 billion more in equities than it has bought since late 2022.
In the first quarter of 2026 specifically, Berkshire sold about $8 billion more stock than it purchased. Money that leaves the equity portfolio and isn't put into a new investment generally lands in Treasury bills, where it earns a decent yield while it waits.
5 months ago
By Andrea Shalal
WASHINGTON, June 26 (Reuters) - The International Monetary Fund's chief economist on Friday said Federal Reserve Chair Kevin Warsh's plan to reduce forward rate guidance on monetary policy was "entirely appropriate," although central banks would always need to provide some long-term guidance for markets.
Pierre-Olivier Gourinchas, who leaves his post to return to academic life next week, said strong forward guidance had gotten "really bad press" because it committed central banks to some future action, regardless of economic developments.
"That is something that is not tenable, of course," Gourinchas told Reuters in an interview, adding that such rigid guidance had proven to be very costly when U.S. inflation surged in 2021 and 2022 but the Fed did not act quickly because it had earlier promised to keep rates steady.
"So I think moving away from these strong forms of forward guidance is entirely appropriate. Saying there is no forward guidance, I don't think that is actually the case ever. You do it explicitly, or implicitly, the market is going to form a view," he said.
WASHINGTON, June 26 (Reuters) - The International Monetary Fund's chief economist on Friday said Federal Reserve Chair Kevin Warsh's plan to reduce forward rate guidance on monetary policy was "entirely appropriate," although central banks would always need to provide some long-term guidance for markets.
Pierre-Olivier Gourinchas, who leaves his post to return to academic life next week, said strong forward guidance had gotten "really bad press" because it committed central banks to some future action, regardless of economic developments.
"That is something that is not tenable, of course," Gourinchas told Reuters in an interview, adding that such rigid guidance had proven to be very costly when U.S. inflation surged in 2021 and 2022 but the Fed did not act quickly because it had earlier promised to keep rates steady.
"So I think moving away from these strong forms of forward guidance is entirely appropriate. Saying there is no forward guidance, I don't think that is actually the case ever. You do it explicitly, or implicitly, the market is going to form a view," he said.
5 months ago
Argus
•
Jun 26, 2026
Sector(s)
Communication Services, Utilities, Financial Services, Energy, Basic Materials, Technology, Healthcare, Consumer Defensive, Industrials, Consumer Cyclical
•
Jun 26, 2026
Sector(s)
Communication Services, Utilities, Financial Services, Energy, Basic Materials, Technology, Healthcare, Consumer Defensive, Industrials, Consumer Cyclical
