Is there any investment market segment more debated than gold (XAUUSD)? I'm not sure there is. We have "gold bugs," including those who see the yellow metal as the ***** et to own when the world goes haywire.
Then, there are the "we're going back on the gold standard" types. The ones that preceded crypto bros in believing fiat currencies weren't for this world. It follows that gold would return to its former role as the reserve currency.
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Of course, there are also plenty of investors who don't really think about gold investing very much, and who will simply trade it when there's a good opportunity. I'm in this camp.
Financial media pundits routinely tout gold as some sort of bulletproof allocation. Inflation worries? Own gold. Currency debasement? Own gold. Want your kitchen to be decorated like the Oval Office? You'll need a lot of gold.

#Gold #free #barchart #brief

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ****** e, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company's SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity governance into the overall investigation process. The expanded partnership will facilitate security teams in lining up the identity insights with Falcon's existing security telemetry.
Copyright: franckito / 123RF Stock Photo
The announcement aligns strongly with SailPoint's broader strategic narrative revealed in its Q2 FY27 print. It builds upon several recent initiatives undertaken by the management, such as introduction of the SailPoint Identity Security solution. This is aimed toward integrating SailPoint Agentic Fabric with SailPoint Human Fabric for real-time discovery and security of complex digital ecosystems. The company also launched its Cursor Enterprise connector, which helps organizations to leverage a highly-integrated control plane to manage human developers and autonomous AI agents.
The recently released financials also back this narrative as the company delivered a 25% year-over-year growth in its annual recurring revenue, which stood at $1.231 billion. SailPoint generated $45 million in operating cash flow during the second quarter, along with $37 million in free cash flow.
By weaving SailPoint's identity intelligence into Falcon Next-Gen SIEM, customers gain extra context inside workflows they already rely on, making it easier to probe identity-related risks. The integration augments SailPoint's position at a time when identity threats are on a rise. This leads to an opportunity for SailPoint to cement itself as a leading provider of advanced security solutions.

#sailpoint #falcon #next

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter.
It's been another week with far more retail news than there is time in the day. Below, we break down some things you may have missed during the week, and what we're still thinking about.
From executive shuffling in the athletics market to a truly sparkling KitchenAid stand mixer, here's our closeout for the week.
Express rides the nostalgia wave with 'Archives' menswear reissues
Express, which launched in the 1980s, peaked earlier this century and remains a mall fixture, is the latest apparel retailer to tap into consumers' affinity for nostalgia and vintage finds. The company has reissued designs first introduced in the 1990s and early 2000s, including some from its now-defunct Structure menswear brand, featuring "relaxed proportions, bold graphics, utility details and bootcut denim."

#retail #dive #express

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter.
TJX Companies is confident in navigating weather-related events such as El Niño due to its warehouse distribution model, CEO Ernie Herrman said in a Q2 earnings call on Aug. 19.
Herrman said since the company keeps its liquidity and shipping out of its warehouses, it has better control than traditional retailers. Inventory doesn't need to go straight to the stores if the off-price retailer thinks there's going to be an unusual weather pattern in a certain region, he added.
"[T]his is a benefit of our model where we stage goods in our warehouses versus goods at most brick-and-mortar retailers come into the warehouse and have to go out," Herrman told **** ysts. He added that the company's "planning organization is really good at reacting to any wild swings in weather or natural disasters or any of those red flags."
Off-price retailers and classic retailers tend to have different supply chain models when it comes to how they manage their inventory, but it's not one-size fits all, Dheera Anand, a partner at Bain and Co., told Supply Chain Dive in an interview. The supply chain strategy Hermann described in TJX's earnings call is known as the hold and flow, or staged, model, Anand said.

#supply

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter.
Truckload LLC, doing business as Expedite Express, filed for Chapter 11 bankruptcy last week, a process typically done to reorganize operations.
The Southwest Florida-based carrier estimated its **** ets between $100,000 and $500,000 with estimated liabilities of $50,000 or less, per a voluntary petition in court. The business also suggested it had at least 50 creditors.
The business has four power units and eight drivers, according to a federal database as of early June, and provides services across North America, per its website.
Expedite Express joins a list of trucking companies declaring bankruptcy in 2026 as financial and operational challenges continue to batter the industry.

#dive #estimated #chapter

With a dividend yield of 4.3%, Ford (F) is among the highest-yielding constituents of the S&P 500 Index ($SPX). That number would look even more compelling considering Ford's dividend yield is over four times what an average S&P 500 Index constituent pays.
However, a bit of number-crunching tells a different picture. Dividend yield is basically a function of the per-share dividend, which is the numerator in the equation, and the stock price, which is the denominator. Dividend yield rises when the company raises its dividends or the share price falls. More often than not, the latter is true for companies that have a very high dividend yield.
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The S&P 500's dividend yield is near its historical lows. Two factors can be blamed for the dip in the world's most popular index's dividend yield. First, tech companies' share in the market-cap-weighted index has soared amid the artificial intelligence (AI) driven rally. Mega-cap tech companies are known to be frugal with dividends, and their rising weightage in the index pulls down its dividend yield. Second, while the annualized dividend per share of the S&P 500 has continued to rise over the years, the increase has been much lower compared to the surge in stock prices.
In contrast, Ford's quarterly dividend has been static since July 2022, when the company raised the payout by 50% to $0.15. Notably, while Ford paid special dividends in the preceding three years to reach its payout targets, it hasn't raised its payout for over four years. Its dividend yield is still high because of its underperforming stock, which has essentially gone nowhere in the last five years and trades 46% below its October 2022 highs.

#Dividend #yield #Share #dividends

See how leading shippers are using their own freight data to find where they're overpaying, where service risk is building, and where they can save — live and in real time.
Shippers have spent years being told to let the data drive decisions. The harder problem has always been getting the right data, in the right context, fast enough to actually act on it.
SONAR's new SCI: Custom Insights is designed to close that gap — and on Thursday, October 1st at 2:30 PM ET, SONAR is hosting a free live demo so shippers can see exactly how it works.
Register free here.
What SCI: Custom Insights Does

#data #live

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.
Tech leased 1.1 million square feet of New York office ***** e in Q3 so far, surpassing legal to become the market's second-largest leasing sector behind finance.
AI companies are driving roughly 60% of tech leasing this quarter, competing for ***** e as Manhattan office supply hits its lowest point since 2020.
Flatiron remains the top tech submarket, while Hudson Square, the Penn District and Downtown are emerging as alternatives for ***** e-constrained tenants.
New York's tech sector has overtaken legal to become the city's second-largest office sector, trailing only finance, according to a September JLL report cited by GlobeSt.com. Tech tenants have leased 1.1 million square feet across the metro so far in the third quarter, a pace JLL Managing Director Joe Sipala called one of the "busiest summers" for office leasing the brokerage has seen in some time.

#daily #square #sector

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter.
Business executives consider artificial intelligence a leading tool for decision-making, with 61% citing large language models such as ChatGPT, Claude, Gemini and Copilot among the sources that most influence their strategic decisions, AI enterprise planning platform Board said in a report released Wednesday.
The finding was most ***** ounced among CFOs, with 69% citing LLMs among the resources that inform their decisions, compared with 58% of chief operating officers and 56% of chief information officers.
"CFOs, by nature, are typically a little bit more conservative and skeptical, so I think what this shows is that the AI wave is so strong that it can't be ignored," Board CFO Gordon Pothier said in an interview.
The findings come just a few years after ChatGPT burst onto the market, highlighting how quickly advanced AI tools have reshaped the way businesses operate and make decisions.

#decisions #daily #officers #business

This story was originally published on Multifamily Dive. To receive daily news and insights, subscribe to our free daily Multifamily Dive newsletter.
For the first time in more than three years, the Federal Open Market Committee raised interest rates, following its two-day September meeting on Wednesday.
In a unanimous vote, the FOMC raised the target range for the federal funds rate by 25 basis points to 3.75% to 4%.
"This summer's inflation readings do not tell me that underlying trends have meaningfully improved," Kevin Warsh, chair of the Federal Reserve, said in a press conference following the announcement.
Despite persistent concern about inflation and the rate hike, multifamily executives thought the near-term impact on the market would be limited, as they kept their focus on Treasury rates.

#rate

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter.
The combined application of six artificial intelligence-enabled levers can cut project costs by 17% to 20% while trimming schedules by 22% to 25%, according to an ***** ysis of a sample, 180,000-square-foot multifamily project by Suffolk Construction and the Massachusetts Institute of Technology.
Suffolk and MIT published a white paper that tags six interrelated construction processes where AI can spur productivity gains.
The study's authors cite improvements in AI models, the tech's ability to sift through mounds of construction data and economic pressures to adopt AI as the driving forces behind the industry's increasing focus on AI.
The paper, ***** led "Construction in the Age of AI," defines the six key levers as:

#suffolk #published #levers #institute

Walmart and SCAN Health Plan announced a partnership on Wednesday to offer co-branded Medicare Advantage plans in two states, targeting a pool of more than two million Medicare enrollees.
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.

#Wellness #members #scan #advantage

Stock futures are higher after two days of losses for major indexes as traders await the Federal Reserve's decision on interest rates; the Fed is widely expected to raise its benchmark interest rate for the first time in three years to tame inflation; the European Union could add Canada as an "associate member" amid the country's growing trade war with the Trump administration; shares of SK Hynix and Intel are climbing following a report that the companies could partner to build chips in the U.S.; and retail sales data is due this morning. Here's what you need to know today.
Stock futures are rising this morning ahead of the highly anticipated Federal Reserve decision on interest rates. Dow Jones Industrial Average and S&P 500 futures were each up 0.3% in recent trading while futures tracking the tech-heavy Nasdaq added 0.6%. The major indexes fell Tuesday for the second straight session as oil prices and government bond yields rose. WTI crude oil futures were recently down more more than 2% at $103.50 per barrel after hitting a fresh four-month high yesterday. The yield on the 10-year Treasury note was at 4.97%, after jumping as high as 5.04% in yesterday's session, the highest point since the financial crisis of 2007. Bitcoin was holding steady at $76,100, after the cryptocurrency slumped yesterday as the Clarity Act failed to pass through a cloture vote in the Senate. Gold futures were up 1% to $4,390 an ounce.
The Federal Reserve's policy committee will wrap up its two-day meeting this afternoon amid expectations that the central bank will hike its benchmark rate for the first time in three years to address mounting inflationary pressure. The Federal Open Market Committee's decision is scheduled to be released at 2:00 p.m. ET, along with quarterly economic projections from FOMC members. Fed Chair Kevin Warsh, who took over the top position in May, has said repeatedly the Fed is squarely focussed on bringing inflation down to the Fed's target. Recent inflation data has confirmed that price pressures persist as oil prices rise owing to the Iran war. Investors will be looking for additional insights from Warsh, who is scheduled to speak at a press conference half an hour after the decision is announced. A rate hike is meant to raise borrowing costs, slowing economic activity such that inflation moderates. The challenge the Fed faces is that it can't address the underlying causes of the inflation, including the Iran war, tariffs and rampant corporate spending on AI.

#interest

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter.
Adolfson & Peterson has tapped John Herrera, a company veteran who joined when he was a teenager, as its next chief operating officer, according to a Tuesday announcement from the builder.
In his capacity as COO, Herrera will focus on leadership across the Minneapolis-based firm's national operations, per the announcement.
Prior to his appointment, Herrera served as the regional president of AP Mountain States, which includes Colorado, Kansas, Montana, Wyoming, New Mexico, Washington, Oregon, Idaho and Utah. He will remain based in Colorado during his tenure as COO.
The appointment comes amid a broader executive shuffle at AP that began early last year when the firm tapped Brad Hendrickson as its COO in March 2025. Less than a year later, then-CEO Jeff Hansen announced his retirement, with Hendrickson lined up as successor.

#construction #dive #Colorado

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter.
Is there a disconnect between finance teams and procurement teams? A new survey of 2,005 procurement leaders in the U.S. and the U.K. suggests there is for some companies, and it may ultimately be affecting their bottom lines.
Released Tuesday, the report from California-based contract lifecycle management company Agiloft showed that about one in 10 respondents said they have no shared metrics between chief procurement officers and CFOs. The lack of shared metrics was cited among the biggest obstacles preventing companies from "closing the gap between what procurement negotiates and what finance realizes."
Other barriers cited were lack of contract data visibility, selected by 14% of respondents, along with manual processes that create exceptions that go unseen (23%).
Agiloft's survey included responses gathered from 2,005 chief procurement officers and other procurement leaders Aug. 5-20.

#procurement

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter.
Nearly three-quarters of Gen Z healthcare workers intend to find a new role in the next year, according to a new poll of more than 1,500 U.S. healthcare employees.
The survey, commissioned by the Harris Poll found that less than half of Gen Z healthcare workers feel very loyal to their current employer, in part because professional development and career advancement feel out of reach.
At the same time, three-quarters of employers said retaining and recruiting this age group is important as they anticipate older healthcare workers entering retirement soon.
The poll comes as the healthcare industry is facing workforce shortages, with a projected scarcity of around 500,000 healthcare workers predicted by 2038. Currently, healthcare professionals, especially physicians and nurses, are mostly over the age of 50, opening the door for younger workers to fill the gap.

#healthcare #feel

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter.
Chipotle will expand its Apprentice program by placing these employees in over 4,200 company-owned locations by the end of 2027, the chain said in a press release Tuesday.
Apprentices — high-performing employees working toward a management position — are currently in about 75% of its restaurants. Adding more apprentices will create additional opportunities for crew members to advance their careers, while the organization builds a deeper management bench.
These up-and-coming leaders are a key part of the chain's unit growth strategy, particularly as it expands towards 7,000 restaurants in the U.S. and Canada. This year, it expects to open between 350 to 370 company-owned units.
Developing its leadership pipeline is part of the chain's Recipe for Growth strategy, which also includes strengthening its core menu, improving brand messaging and menu innovations, modernizing its business model with technology and expanding its global reach.

#restaurant #dive #employees

NBC4's helicopter was one of several news aircraft flying over the scene of a deadly bus crash in Chatsworth Tuesday evening at sunset.
It's common for multiple news choppers to arrive at the scene of breaking news, beaming live images for newscasts and streaming.
But around 7 p.m., something went horribly wrong and in a matter of seconds the NBC4 chopper dropped out of the sky, crashing into shipping containers and vehicles outside a warehouse a few blocks away, bursting into flames. Two station journalists, reporter Eliana Moreno and pilot George Marciniw, were killed along with a bystander on the ground.
Federal investigators are now trying to figure out what went wrong. The Times interviewed several experts, who reviewed recordings of the chopper's final moments. They offered insights into the helicopter itself, its movements that afternoon and what is known about how its mechanics work.
Here's what they had to say:

#went #wrong #tuesday #nbc4

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.
Dallas, Tarrant, and Collin county records show 1,197 commercial and multifamily loans totaling $13.3 billion maturing over the next 12 months, with another $12.5 billion in loans already past their maturity date.
Only 3 of the 1,197 forward-maturing loans carry a recorded distress filing, underscoring how little of the real risk shows up in public records before a loan actually fails.
The wall stems from two colliding loan vintages: roughly $4.3 billion in 2016-2017 peak-era loans and $2.6 billion in short-term bridge debt originated since 2025.
DFW loan maturities over the next 12 months total $13.3 billion, according to a county-by-county read of deed of trust records by Circlemark. That's on top of $12.5 billion in loans that have already passed their stated maturity date and remain open. Circlemark, which reads scanned county clerk instruments rather than relying on servicer-reported data, calls its own $13.3 billion figure a floor, not a ceiling.

#records

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.
Legacy West apartments average $1,845 a month, a 9% premium over comparable Dallas properties that's smaller than any other demand pocket RealPage tracks, yet the submarket needs the fewest concessions to stay leased.
The pocket posted 95.5% occupancy in the second quarter, two points above the Dallas metro average, anchored by roughly 12,000 corporate jobs from employers including Toyota, JPMorgan Chase, and Frito-Lay.
Because Legacy West's strength rests on continued corporate expansion rather than a larger price premium, its durability depends on employers in the Plano-Frisco corridor keeping up their hiring pace.
Apartments in Legacy West command the smallest rent premium of any demand pocket in the Dallas metro, yet the submarket needs fewer concessions to stay full than any of its peers, according to RealPage. The corporate-anchored district straddling the Plano-Frisco border averaged $1,845 in effective rent in the second quarter, a 9% premium over comparable metro properties. That's the smallest premium among the demand pockets RealPage tracks across Dallas, even though Legacy West's occupancy and leasing strength outperform them.

#legacy #dallas #demand

This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter.
More than half of consumers — 56% — have left brands that ignored their feedback, according to a survey of 1,500 consumers and 750 digital leaders from Quantum Metric, released earlier this month.
Fewer than 1 in 5 consumers see surveys as an effective way to provide their feedback, and another one-third said they don't feel heard by digital brands at all.
One-quarter of digital leaders have daily access to recent customer feedback, while about half — 52% — have no formal process for acting on the feedback they do collect, the report found.
Gathering data on customer sentiment and behavior without acting on it is a fruitless exercise, but taking action on data is easier said than done.

#consumers #digital #half #leaders

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter.
Coca-Cola said the beverage giant and its bottlers will invest $10 billion in U.S. infrastructure by 2030 to meet growing demand for its offerings.
The system-wide investments include a mix of new and previously announced projects that will expand production, distribution and office facilities, according to a Tuesday press release.
This includes a bottling distribution facility in Rancho Cucamonga, California; a bottling plant in Colorado Springs, Colorado; a manufacturing plant in Indianapolis; a Coca-Cola United campus in Birmingham, Alabama; a Fairlife plant in Coopersville, Michigan; and a distribution center in Orlando.
Other investments are planned for St. Cloud, Minnesota, and at a Fairlife plant in Webster, New York. Additional investments will be made during the next four years, a Coca-Cola spokesperson said in an email.

#Colorado

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter.
Stewart Grierson took the fifth CFO seat of his career this summer, joining Austin, Texas-based AI development company Anaconda.
In addition to his two decades of experience in the data infrastructure sector, Grierson brings to his new post all the experience gained after helping to complete multiple initial public offerings: Like when serving as the CFO of the security management company ArcSight, which went public and then was acquired in 2010 by HP in a $1.5 billion transaction.
Yet Grierson in a recent interview said taking Anaconda or any company public has never been an end goal for him, **** erting that it is just one path that any company may take as it evolves and grows.
"We have shareholders who will want liquidity at some point and I think my background gives [Anaconda] the optionality" of either looking at public markets in the futuure or taking other routes, including private equity investments or acquisitions, Grierson told CFO Dive.

#taking

Broyhill **** et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill **** et Management highlighted IQVIA Holdings Inc. (NYSE:IQV). IQVIA Holdings Inc. (NYSE:IQV) is a US-based provider of clinical research services, commercial insights, and healthcare intelligence to the life sciences and healthcare industries. On September 14, 2026, IQVIA Holdings Inc. (NYSE:IQV) closed at $265.67 per share. Over the past month, IQVIA Holdings Inc. (NYSE:IQV) returned 10.68%, and its shares are up 42.21% over the past year. IQVIA Holdings Inc. (NYSE:IQV) has a market capitalization of $43.73 billion, and its stock has traded within a 52-week range of $154.50 to $271.80.
Broyhill **** et Management stated the following regarding IQVIA Holdings Inc. (NYSE:IQV) in its Q2 2026 investor letter:
"IQVIA Holdings Inc. (NYSE:IQV) gained 14% after being our largest detractor in the first quarter. We set out our full case last quarter and will not repeat it here. The second quarter added evidence: results came in ahead, and request-for-proposal flow and award timing both improved. We trimmed the position in June and rolled the proceeds into Thermo Fisher, an exercise in portfolio management rather than a statement about our conviction."
IQVIA Holdings Inc. (NYSE:IQV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 58 hedge fund portfolios held IQVIA Holdings Inc. (NYSE:IQV) at the end of the second quarter, down from 64 in the previous quarter. While we acknowledge the potential of IQVIA Holdings Inc. (NYSE:IQV) 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.

#iqvia

With a market cap of $30.1 billion, Willis Towers Watson Public Limited Company (WTW) is a leading global advisory, broking, and solutions company, serving clients worldwide. Through its two segments: Health, Wealth & Career and Risk & Broking, the firm delivers services that help organizations manage risk, optimize benefits, and enhance performance.
Companies valued over $10 billion are generally described as "large-cap" stocks, and Willis Towers Watson fits right into that category. Headquartered in London, the United Kingdom, the company combines deep expertise, data-driven insights, and innovative solutions to support businesses of all sizes.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#towers #public

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter.
Coca-Cola said the beverage giant and its bottlers will invest $10 billion in U.S. infrastructure by 2030 to meet growing demand for its offerings.
The system-wide investments include a mix of new and previously announced projects that will expand production, distribution and office facilities, according to a Tuesday press release.
This includes a bottling distribution facility in Rancho Cucamonga, California; a bottling plant in Colorado Springs, Colorado; a manufacturing plant in Indianapolis; a Coca-Cola United campus in Birmingham, Alabama; a Fairlife plant in Coopersville, Michigan; and a distribution center in Orlando.
Other investments are planned for St. Cloud, Minnesota, and at a Fairlife plant in Webster, New York. Additional investments will be made during the next four years, a Coca-Cola spokesperson said in an email.

#coca #cola

Broyhill **** et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill **** et Management highlighted IQVIA Holdings Inc. (NYSE:IQV). IQVIA Holdings Inc. (NYSE:IQV) is a US-based provider of clinical research services, commercial insights, and healthcare intelligence to the life sciences and healthcare industries. On September 14, 2026, IQVIA Holdings Inc. (NYSE:IQV) closed at $265.67 per share. Over the past month, IQVIA Holdings Inc. (NYSE:IQV) returned 10.68%, and its shares are up 42.21% over the past year. IQVIA Holdings Inc. (NYSE:IQV) has a market capitalization of $43.73 billion, and its stock has traded within a 52-week range of $154.50 to $271.80.
Broyhill **** et Management stated the following regarding IQVIA Holdings Inc. (NYSE:IQV) in its Q2 2026 investor letter:
"IQVIA Holdings Inc. (NYSE:IQV) gained 14% after being our largest detractor in the first quarter. We set out our full case last quarter and will not repeat it here. The second quarter added evidence: results came in ahead, and request-for-proposal flow and award timing both improved. We trimmed the position in June and rolled the proceeds into Thermo Fisher, an exercise in portfolio management rather than a statement about our conviction."
IQVIA Holdings Inc. (NYSE:IQV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 58 hedge fund portfolios held IQVIA Holdings Inc. (NYSE:IQV) at the end of the second quarter, down from 64 in the previous quarter. While we acknowledge the potential of IQVIA Holdings Inc. (NYSE:IQV) 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.

#holdings #letter #investor

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter.
Two recent road projects have been turning heads in the construction industry, and they have something interesting in common.
Both the $9.2 billion Interstate 24 Southeast Choice Lanes project in Tennessee and the $4.6 billion state Route 400 Express Lanes in Georgia use concessions, which allow a consortium in a public-private partnership to benefit from future use fees, such as revenue from tolls.
In exchange, the consortium puts forward a significant amount of cash to design, build, operate and maintain the roadways. For contractors, being a part of a consortium can potentially give them stable work and revenue for decades.
For example, in the case of the Georgia state Route 400 project, the consortium is Peach Partners, comprising Acciona Concessions, ACS Infrastructure and Meridiam, which will deliver and maintain the project under a 56-year public-private partnership. The consortium is providing a $3.8 billion concession fee to the state's DOT to help fund other roadway projects as part of the P3 to design, build, operate and maintain the express lanes, per the U.S. DOT.

#consortium #lanes #route

With a market cap of $30.1 billion, Willis Towers Watson Public Limited Company (WTW) is a leading global advisory, broking, and solutions company, serving clients worldwide. Through its two segments: Health, Wealth & Career and Risk & Broking, the firm delivers services that help organizations manage risk, optimize benefits, and enhance performance.
Companies valued over $10 billion are generally described as "large-cap" stocks, and Willis Towers Watson fits right into that category. Headquartered in London, the United Kingdom, the company combines deep expertise, data-driven insights, and innovative solutions to support businesses of all sizes.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#risk

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Revenue growth of 60% year-over-year was driven by a combination of competitive share gains, market expansion, and a higher mix of in-network patients.
Management attributes the 11th consecutive quarter of gross margin expansion to attractive unit economics and volume leverage inherent in the rental business model.
The 'integrated care model' is cited as a key differentiator, where therapeutic protection is paired with responsive support services to convert clinical insights into urgent patient care.
Strategic territory management, including splitting high-volume 'platinum' territories and adding clinical specialists, is compounding growth by deepening penetration in existing accounts.

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