Former ******* nal star Takehiro Tomiyasu is currently training with Crystal Palace as he plots a Premier League return, according to The Athletic. The ******* anese left the Gunners in July 2025 after his contract was terminated by mutual agreement at the North London club. Tomiyasu was a key player for ******* nal manager Mikel Arteta whenever he was fit, making 84 appearances for the Emirates Stadium club during his four seasons at the club. The Palace target joined Ajax last December on a six-month deal, leaving at the end of last season.
He is currently a free agent and a move to the Selhurst Park club could be on the cards. The former Gunners star could make an appearance for the Eagles in a friendly later this week. He has been training with the South London club as part of their pre-season preparations. The high-level training environment Palace is providing has come in handy for Tomiyasu as he looks to maintain and improve his fitness.
Tomiyasu made three appearances at the World Cup with ******* an and will fancy his chances of impressing in the Premier League again after overcoming his injury woes.
The Eagles are not the only ones keen on the full-back, with clubs in the Championship and other European leagues also looking to recruit his services.
He will not be short of suitors even if a move to Palace falls through, but a return to the English top-flight appeals to him.

#premier

The club will hopefully announce Bodø/Glimt striker Kasper Høgh on a multi-million pound deal, after the Bhoys struck a record-breaking £11m transfer fee with the Norwegian side for his services.
News last night, as reported on Celtic Shorts, was that the big centre-forward has completed a successful medical in London ahead of the club confirming his signing on a four-year deal later today.
Martin O'Neill is in the marketplace for several more major targets, as the squad is in desperate need of refreshment following a close shave in Scottish football last year.
Hearts and Derek McInnes gave the 5IAR Champions a good run for their money, after Tony Bloom's initial involvement at the Tynecastle club, which could have easily been avoided, had proper investment in the playing squad been achieved last summer, as Brendan Rodgers continually pleaded for.
Now reports from Spain have confirmed that the World Cup star will return to pre-season training with the rest of his Real Oviedo teammates this midweek, as the Hoops' hierarchy has yet to strike an agreement with the Segunda Division side for the transfer to proceed. That is another frustrating update for Celtic supporters, but one that we are well used to, unfortunately.

#last #celtic #transfer

As well as Yan Diomande and Rodri, Real Madrid have not yet ruled out the possible signing of another central defender. Ibrahima Konate has also been brought in as a free agent, but head coach Jose Mourinho wants to have another option at his disposal in time for the 2026-27 season starting in a few weeks' time.
Earlier in the summer, Nico Schlotterbeck had been Real Madrid's leading target, but after he picked up an ankle injury while on duty with Germany at the 2026 World Cup, club officials have pivoted to Alessandro Bastoni. Mourinho is also a big fan of the Inter Milan and Italy star, who could soon be set to make the move to the Bernabeu.
As per MD, Inter have agreed a deal to sign former Manchester City defender John Stones, and the expectation is this will open the door for Bastoni to move to Real Madrid later this summer, should an approach be made.
Real Madrid want to go for Bastoni, although they are clear that any new defender cannot be signed until someone leaves. Mourinho has already informed Raul Asencio that he is not in his plans for the new season, so he would be the prime candidate to leave, which would open the door for Bastoni to move to the Bernabeu.
Asencio has some interest in his services, but right now, there is no indication from the player himself that he wants to leave. Thus, Real Madrid may have a problem doing the necessary business to bring in Bastoni, which would be frustrating for Mourinho in his efforts to build the perfect squad ahead of the first season of his second spell as manager. For now, it simply remains to be seen how the situation plays out with both defenders.

#mourinho #bernabeu

WSL Full-Time were informed of the news via an official club press release from The Magpies this morning.
It has been reported that Newcastle United have paid an undisclosed fee to Liverpool to secure the player's services.
The 27-year-old joined Liverpool from West Ham United in summer 2021. Kiernan went on to make 76 appearances for The Reds in all competitions in which she scored 23 goals. The forward was a Barclays WSL2 ******* le-winner with Liverpool in 2021/2022.
On the international stage, Kiernan has been capped by the Republic of Ireland on 44 occasions while she has scored four goals for her country.
After joining Newcastle United, Kiernan said "I'm really excited. I'm looking forward to a fresh start and meeting the fans. It was a dream of mine to come and play professionally and to go to a club like Newcastle, it really felt right when the contact came in.

#newcastle #Liverpool #kiernan #full

Real Madrid are a couple of signings away from building a squad that Jose Mourinho will be content with taking into the new season, which gets underway in a few weeks' time. The hope is that Yan Diomande will be done in the next 48 hours, after which the club can turn their full attention to the pursuit of Manchester City and Spain midfielder Rodri.
Real Madrid had originally ruled out signing Rodri this summer, but after being priced out of a move for Enzo Fernandez, they have decided to go after the 2026 World Cup Golden Ball winner. An agreement on personal terms is already in place, with the 30-year-old very keen on a return to the Spanish capital, where he was previously with Atletico Madrid.
There is no doubt that Real Madrid are favourites to sign Rodri, who is looking more and more likely to leave Man City this summer. His unwillingness to extend his stay beyond 2027 – when his current contract expires – has alerted several clubs' attention, and while Paris Saint-Germain has been one of them, it's now been reported by Le Parisien (via Diario AS) that the reigning back-to-back European champions have ended their interest.
PSG had recognised that Rodri would be a market opportunity, but ultimately, they have decided that midfield is an area that they do not need to address this summer. That leaves Real Madrid with a free run at the world champion, although there is no guarantee that an agreement with Man City is reached in the coming weeks.
The latest is that Real Madrid are ready to pay up to €60m to sign Rodri this summer, but Man City's current stance is that any offers below €80m will not be considered. Bernabeu officials must now hope that the Premier League giants relax their stance in the coming weeks, otherwise they may need to wait until 2027 to secure his services.

#real #summer #attention #decided

Eintracht Frankfurt's previously reported signing of Brazilian centre back Otávio has been officially confirmed. Almost all reliable German footballing media sources confirm that the Bundesliga club has paid €4.5m to secure the 20-year-old's services. Otávio's new contract in Hessen runs through 2031. The new signing shall receive a chance to work directly ahead of his countryman Kaua Santos, who currently competes with Michael Zetterer for the No. 1 slot in goal.
"With Otávio, we're bringing in a young and highly talented center back with a lot of potential for development," SGE sporting director Timmo Hrdung noted in a club statement. "He's left-footed, tall, athletic, and fast, and combines that with a strong defensive mindset—something we specifically want to strengthen in our squad. We're convinced that he'll enjoy plenty of success here at Eintracht."
"Joining a club with such a rich tradition – one that regularly competes in major tournaments – is a dream come true and a very important step in my career," the player himself added. "I'd like to thank everyone who believes in me and has been part of my journey so far. Now a new challenge begins. I arrive with a strong determination and am ready for this challenge."
GGFN | Peter Weis

#we 're #brazilian

Currently, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is trailing Apple (NASDAQ: AAPL) in the race to join Nvidia (NASDAQ: NVDA) in the $5 trillion market-cap club. Apple is just over $200 billion in market cap away from joining, while Alphabet is about $1 trillion away following its sell-off.
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
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 »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.

#NASDAQ #company #signal #trillion

Baker Hughes raised its 2026 Industrial & Energy Technology (IET) order outlook after posting record second-quarter bookings, as surging investment in LNG export facilities, gas-fired power generation and data center infrastructure continued to fuel demand for its equipment and services.
The company reported second-quarter orders of $10.5 billion, up 49% from a year earlier, while IET orders more than doubled to a record $7.1 billion. Remaining performance obligations reached a record $40.1 billion, including $37.1 billion for the IET segment, providing increased visibility into future revenue. Revenue totaled $6.74 billion, while adjusted EBITDA rose to $1.23 billion, exceeding the high end of the company's guidance range.
Chairman and CEO Lorenzo Simonelli said Baker Hughes benefited from continued strength in data centers, gas infrastructure and upstream markets despite operational challenges in the Middle East. He said the company now expects to reach the midpoint of its full-year guidance while increasing its Horizon 2 (2026-2028) IET orders target to more than $45 billion.
The record order intake was supported by a series of major LNG and power generation contracts. During the quarter, Baker Hughes secured equipment awards from Venture Global, Cheniere Energy, Golar LNG and Nigeria LNG, alongside large power generation orders from Dynamis Power Solutions and Kodiak Gas Services to support growing electricity demand from data centers and energy infrastructure across North America.
Oilfield Services & Equipment also outperformed expectations despite geopolitical disruptions. Segment EBITDA exceeded guidance as activity improved in the Middle East late in the quarter, while North America land operations and Latin America delivered solid results. However, segment revenue remained 5% below the prior year, reflecting ****** et divestitures and regional disruptions.

#record

Amazon (AMZN) has been one of the market's strongest large-cap technology stocks in 2026, helped by rapid growth in Amazon Web Services (AWS), advertising, and artificial intelligence. The company also delivered an impressive first quarter, beating Wall Street estimates.
But the story has recently shifted. Recently, Bloomberg reported that Senate investigators are examining allegations of Chinese influence over Amazon's third-party marketplace, sending AMZN shares down about 4% in a single session.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
What a Major Anthropic Chip Deal Really Means for AMD Stock

#amazon #senate

WASHINGTON – Six weeks after he was hospitalized for a fall and pneumonia, Sen. Mitch McConnell's doctors still have not medically cleared him to return to work or leave a rehabilitation facility, the Capitol physician's office said.
Since June, the Kentucky Republican's health has been a source of widespread speculation and interest. He has missed 38 roll call votes in the Senate, including on key measures such as the annual defense policy bill and ending the Iran war, as well as high-profile confirmation hearings for crucial Trump nominees like Todd Blanche, who is awaiting a vote to become the next attorney general.
All summer his office has provided only limited updates on his condition. But in a statement July 27, McConnell, 84, said he was still having "intense physical therapy" and wouldn't be able to travel to western Kentucky for the annual Fancy Farm picnic, a marquee political event in the state.
"As always, I appreciate all of your continued well wishes, and I'm looking forward to getting back to the Senate and to Kentucky soon," he said.
The Office of the Attending Physician, which provides medical services and guidance to members of Congress, said the lifelong effects of McConnell's bout with childhood polio continue to be a "significant factor in his mobility." Doctors visit with him every day.

#still #annual

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Bryan Hipsher was named chief financial officer of Dow Jones, the professional news and services division within News Corp. that includes The Wall Street Journal and MarketWatch. Hipsher, who will join the company on Sept. 8, most recently spent seven years as CFO of Dun & Bradstreet. He earlier was a senior vice president of finance at Black Knight. He started his career at Fidelity National Financial and Fidelity Information Services. Hipsher replaces interim CFO Brian Carlesimo, who has been in the role since January. Carlesimo, who has been senior vice president of finance at Dow Jones since 2025, stepped in for Jared DiPalma when he became deputy CFO of News Corp.
Chanel has appointed Helene de Tissot as its ⁠new chief financial officer, starting in October. De Tissot will join the French luxury fashion company in October. For the last 23 years, she has worked at French distiller Pernod Ricard, the owner of spirits brands including Absolut vodka and Jameson whiskey. She has been executive vice president of finance and IT of Pernod Ricard since 2018, according to her LinkedIn profile. De Tissot succeeds Philippe Blondiaux, who is retiring at the end of the year. Blondiaux has been CFO since 2011.
Pernod Ricard promoted Mauve Croizat to EVP of finance and technology, effective Oct. 1, to succeed Helene de Tissot. Croizat has worked at Pernod Ricard for almost 20 years, where she has held senior leadership positions across finance, business development and general management in France, the U.S. and Sweden. She was most recently global senior vice president of transformation, a role she has held since 2023.
Sharon McCollam, president and chief financial officer of Albertsons, will retire later this year. The company is currently looking for her replacement, and McCollam will remain in her role at the food and drug retailer until her successor is named. She will then remain with the company in an advisory capacity until Feb. 27, 2027. McCollam retired from Best Buy in 2016, where she was EVP, chief administrative officer and CFO, before joining Albertsons in 2021. She previously held leadership positions at Williams-Sonoma, including chief operating officer and chief financial officer.

#financial

Markets were recalibrating after the European Central Bank kept its benchmark rates unchanged. It maintained the deposit rate at 2.25%, the main refinancing rate at 2.40%, and the marginal lending facility rate at 2.65%. "Decisions next time will be meeting by meeting and data dependent," Christine Lagarde said. "As regards the inflationary effects of higher energy prices in view of the Middle East escalation, this adds to the uncertainty of the path of inflation over time."
The dollar continued to be supported by strong fundamentals, and Treasury bonds were also higher. Attention turned to today's S&P Global flash PMI surveys with US manufacturing seen at 54.5, services at 51.5, and the composite above the 50 threshold for expansion. A good set of numbers will provide more evidence of the US economy's resilience ahead of the Federal Reserve meeting next week. Investors will also hope the Fed keeps rates on hold with officials signaling their cautious approach.
The euro was less focused on the outcome than on the ECB's communication. Policymakers noted that inflation was easing in the euro area. But they said inflation might not return sustainably to the 2% target for some time due to fluctuating energy prices and noted that there is still room for more hikes.
Sterling focused on June retail sales and the flash PMI data for July this afternoon. The manufacturing PMI is projected at 52.0 and services PMI at 50.0. Stronger sales figures will provide more proof of the resilience of the domestic economy, supporting the Bank of England's approach as the focus turns to fighting inflation.
The USD Index remains positive after bouncing off the 100.50-100.60 support area and recapturing the 101.20 level. Current quotes around 101.33 sit above the 50-EMA (at 101.06) and the 100-EMA (at 100.97), which indicates buyers have been taking charge. The DXY's rising trend line is continuing to act as support, and the current reading at RSI 60 suggests there is room for further upside, with no imminent signs of overbought conditions.

#inflation #rate #higher

July 24 (Reuters) - India's HCLTech said on Friday it would invest 142.57 billion rupees ($1.48 billion) to set up its first AI ‌data center in the eastern state of Odisha in partnership with ‌homegrown startup Sarvam AI.
India's IT services firms are entering the data center business to capitalise on demand from AI and cloud computing while diversifying beyond their traditional outsourcing operations.
HCLTech's investment will include financial support from the Odisha government, the company said.
The project, based in the state capital of Bhubaneswar, will utilise HCLTech's full-stack ‌AI capabilities and Sarvam's foundation ⁠models to offer sector-specific AI applications to both government-owned and private companies.
Last month, HCLTech acquired a 10.5% stake in ⁠Sarvam AI for $150 million.

#sarvam #reuters

BENGALURU, July 24 (Reuters) - India's private sector growth skidded to its weakest in over four years in July as a sharp ‌slowdown in services constrained overall expansion even though rising export ‌orders and hiring offered limited support, a survey showed.
• HSBC's flash India Composite Purchasing Managers' Index (PMI), compiled by S&P Global, fell to 54.3 in July from June's 57.1, confounding a Reuters poll median forecast for a jump to 57.7. However the index remained above the 50-mark separating growth from contraction.
• Export ‌orders offered a brighter spot ⁠with international sales growing at the fastest pace since March.
• Among sectors, services was the biggest lag. The ⁠business activity index fell to 53.1 from June's 57.4 - its weakest reading since February 2022 - weighed by challenging market conditions, order cancellations and reduced client enquiries.
• Manufacturing was steadier but not strong enough to change the broader trend. ‌The factory activity index eased to a four-month low of 53.9 from 54.2. Output and new orders continued to expand at a stronger pace helped by robust demand from overseas markets.

#orders #reuters #Services

Slipping 2.15% to 25,138, the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped sharply today, driven by a broad retreat in technology stocks following earnings reports. The S&P 500 (SNPINDEX:^GSPC) lost 1.21% to 7,408 and the Dow Jones Industrial Average (DJINDICES:^DJI) fell 0.97% to 51,712.
Gold prices fell 2.36% to $4,048.76 as of U.S. market close, and the 10-Year Treasury yield rose 0.04% to 4.67%, a 52-week high. Communication services and consumer cyclicals were the biggest losers today, while industrials and healthcare stocks showed strength.
Alphabet fell by 7%, and Tesla shares tumbled almost 15% following yesterday's earnings. In contrast, Intel rose in after-hours trading following its Q2 results, which beat expectations. EquipmentShare.com rose 8%, extending gains after increasing its revenue guidance earlier this month.
The risk that the huge outlays on artificial intelligence (AI) infrastructure might not pay off pressured technology stocks today. Rising oil prices and high Treasury yields compounded the risk-off mood. WTI crude oil gained 5.8% to $91.84 a barrel on reports that Houthi militia had attacked tankers in the Red Sea, threatening an alternative supply route to the Strait of Hormuz, which remains largely closed.
Mounting concern over heavy AI capital expenditures hit both Alphabet and Tesla shares. Increased spending from both firms — without a clear indication of when investors will see returns — weighed on shares. Investors are shifting their stances on AI spending sprees, which could justify a more cautious stance on big tech firms.

#stocks #rose #tesla

Alphabet (NASDAQ:GOOGL), a search, ads, video, cloud, and AI infrastructure platforms provider, closed at $317.69, down 7.13%. Investors are reacting to higher AI-related spending and watching whether cloud growth can support returns on that build-out. Trading volume reached 68.6M shares, coming in about 111% above its three-month average of 32.5M shares. Alphabet IPO'd in 2004 and has grown 12,557% since going public.
The S&P 500 (SNPINDEX:^GSPC) fell 1.20% to 7,409, while the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among internet content and information, digital advertising, and cloud services rivals, Microsoft closed at $381.58, down 2.24%, and Meta Platforms finished at $606.10, down 3.36%.
On the surface, it was a great-looking quarter for Alphabet as:
sales rose 24%
search revenue increased 17%

#shares #googl

Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributed the second quarter underperformance to unusually adverse conditions in May, where high fuel prices and persistent drought in the Southeast pressured discretionary spending during the peak spring season.
The business model remains resilient in needs-based categories, with consumable, usable, and edible (CUE) products maintaining positive momentum despite broader macro headwinds.
A strategic shift is underway to prioritize the productivity of existing ******* ets over aggressive new store expansion, reflecting a more cautious approach to the current demand environment.
The acquisition of VIP Petcare is intended to bridge a critical gap in the company's pet ecosystem by integrating veterinary services with physical and digital product channels.

#petcare #analysts #Stock #Potential

Updated July 23, 2026 4:56 pm ET
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1010 ET – Fewer apartments are sitting empty, rents are climbing, and yet the deals keep coming, Zillow says. The typical U.S. asking rent rose to $1,965, up 2.2% compared to a year ago, and nearly 2 in 5 rental listings came with a concession attached. A concession is a move-in discount, commonly a free month’s rent, waived fees or free parking. For renters who land a freebie, the real cost of renting can be softer than the asking price suggests. The 2.2% annual rent growth in June is a slight acceleration from the previous month. Yet the increase in concessions-39.7% of rental listings on Zillow offered one in June, up from 35.2% a year ago—softens the blow for renters. The backdrop is a rental market that has added significant new inventory over the past few years, giving renters more choices.(chris.wackwsj.com)

#concession

Amazon (AMZN) confirmed on July 22 that it has eliminated positions within its Artificial General Intelligence division — the unit responsible for building large-scale AI models, autonomous agents, and tools such as Nova Act.
The company declined to reveal the exact number of employees affected, though workers involved in model customization, post-training, and data services were among those let go.
Dear **** eX Stock Fans, Mark Your Calendars for July 23
The Biggest Risk to **** eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback

#july #artificial #general #intelligence

In a promotional video posted to social media on Friday, July 24, agent Rich Paul broke out his famous whiteboard featured on the "Game Over" podcast he co-hosts with Max Kellerman and circled a group of names representing the Philadelphia 76ers in red marker.
"It's Philly. Rich, there's a star by [Tyrese] Maxey's name. Was that a breadcrumb I missed?" Kellerman asked. Paul replied, "Maybe you did. Maybe you didn't, Max. But it's Philly."
Yes, Akron native LeBron James announced on July 24 he will sign with the 76ers instead of the other top suitors vying for his services in NBA free agency — the Cavaliers, Miami Heat and Golden State Warriors. James will join the Sixers on a two-year, $8 million contract, which includes a player option for the 2027-28 season, Paul told ESPN.
LeBron James news: NBA's all-time leading scorer passes on third Cavs tour and chooses to sign with 76ers
Should we have known all along it would be the 76ers?

#kellerman #philly #maybe #sign

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company provides transaction processing and other payment-related products and services. On July 22, 2026, Mastercard Incorporated (NYSE:MA) closed at $531.98 per share, reflecting a market capitalization of $470.05 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 8.81%, while its shares lost 5.59% over the past 52 weeks.
Montaka Global Investments stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"On the other side of the market are some of the world's highest quality businesses which have been overlooked during the semiconductor–mania.
Take Visa and Mastercard Incorporated (NYSE:MA), for example. Both are extraordinarily advantaged businesses and have consistently grown annual revenues at double–digit percentage rates for many years. And in our view, strong growth will likely continue – driven by new value–added services attached to their payment networks (related to stablecoins, agentic commerce, fraud detection, and other data services) which are growing at even faster rates.

#incorporated #businesses #Investments #quarter

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 22, 2026, Visa Inc. (NYSE:V) closed at $353.42 per share. One-month return of Visa Inc. (NYSE:V) was 5.95%, and its shares lost 1.07% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $665.89 billion.
Montaka Global Investments stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor update:
"On the other side of the market are some of the world's highest quality businesses which have been overlooked during the semiconductor–mania.
Take Visa Inc. (NYSE:V) and Mastercard, for example. Both are extraordinarily advantaged businesses and have consistently grown annual revenues at double–digit percentage rates for many years. And in our view, strong growth will likely continue – driven by new value–added services attached to their payment networks (related to stablecoins, agentic commerce, fraud detection, and other data services) which are growing at even faster rates.

#NYSE #Services #quarter #investor

Oklo (OKLO), a clean energy technology firm headquartered in Santa Clara, California, was launched in 2013 by CEO Jacob DeWitte and co-founder Caroline Cochran. The firm designs and builds Aurora fast fission powerhouses, compact, modular nuclear reactors capable of generating 15 to 75 megawatts of electricity, while operating an integrated platform for nuclear fuel recycling and production.
Oklo's commercial model covers three main pillars: power generation, nuclear fuel services, and medical and industrial radioisotopes produced via its Groves reactor initiative. Backed by a contracted customer pipeline of over 14 GW across AI data centers, defense, industrial, and government clients, and $2.5 billion in cash secured through a successful $1.2 billion ATM offering, Oklo is positioning itself as a core advanced fission provider for the AI infrastructure market.
Costco Officially Launched Standalone Gas Stations. Don't Count on This Fueling Another Leg Higher in COST Stock.
Hot US Weather Forecasts Boost Nat-Gas Prices
Escalating Global Supply Risks Underpin Crude Oil Prices

#nuclear #prices #launched #billion

What do an HVAC company and a power-and-cooling equipment supplier have in common? Comfort Systems USA (NYSE: FIX) and Vertiv Holdings (NYSE: VRT) are both riding the artificial intelligence (AI) boom thanks to the data center build-out happening behind the scenes.
The market has noticed. Over the past year, Comfort Systems' stock has risen 214%, while Vertiv's has risen 131%. They're tied to AI infrastructure in very different ways, which matters when you're trying to figure out what's really driving the gains.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two under-the-radar infrastructure plays have already more than doubled. The question now is whether the fundamentals still support the story. Let's find out.
Comfort Systems is a specialized construction and building services company focused on the systems that make large facilities function. That includes mechanical, electrical, plumbing, HVAC, piping, controls, modular construction, monitoring, and fire-protection services.

#risen #infrastructure

Growth in last-mile delivery for big and bulky e-commerce items has slowed by half because stagnant home sales mean people are ordering fewer large-ticket discretionary items like furniture and appliances, cutting into profit margins, according to a report from Armstrong & ******* ociates and the National Home Delivery ******* ociation.
Armstrong & ******* ociates estimated the $10.6 billion market for residential delivery of oversized and heavyweight items will grow at a 5.1% compound annual rate through 2027, down from 10.6% over the past eight years, reaching an estimated value of $12.3 billion. Winning service providers will be those that can best execute core, commoditized services such as white-glove delivery, time-definite, returns and in-home ******* embly.
The expansion continues to be driven by major retailers and e-commerce platforms, including Amazon, Wayfair, Home Depot and Lowe's, which have made large-format products central to their online offerings. Many third-party logistics providers (3PLs) support them, primarily utilizing independent contractors and freight brokerage operations, but the work is more complex and cost-intensive than for final-mile couriers in parcel networks who simply drop off packages at doorsteps, or in mailboxes.
As more consumers purchase ******* bersome products online, carriers face growing pressure to provide not just transportation to the curb, but a premium, in-home delivery experience that may include setup, installation, and even haul-away services, while keeping costs under control, the report said.
Demand for exercise equipment, mattresses, furniture and other large items is closely tied to switches in living locations. When people and businesses move, they tend to upgrade items, or add new ones to fill larger ******* es.

#home #associates #furniture

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

#moon

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial that it affects the entire market cycle. Key factors include a 400% increase in memory demand due to AI, a slow supply response that takes years to catch up, and minimal demand destruction. The Fund's investment strategy focuses on essential infrastructure that maintains competitive advantages, rather than chasing speculative momentum. The firm emphasizes secular long-term growth, regardless of which AI technologies prevail. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brasada Capital Management highlighted Cavco Industries, Inc. (NASDAQ:CVCO). Cavco Industries, Inc. (NASDAQ:CVCO) is a leading manufacturer of factory-built homes primarily in the United States. On July 22, 2026, Cavco Industries, Inc. (NASDAQ:CVCO) closed at $570.05 per share, reflecting a market capitalization of $4.39 billion. Cavco Industries, Inc. (NASDAQ:CVCO) posted a one-month return of -6.32%, while its shares gained 38.35% over the past 52 weeks.
Brasada Capital Management stated the following regarding Cavco Industries, Inc. (NASDAQ:CVCO) in its Q2 2026 investor update:
"Cavco Industries, Inc. (NASDAQ:CVCO) is one of the largest producers of manufactured and modular homes, serving as a critical supplier of affordable housing solutions across the U.S. Cavco utilizes 33 manufacturing production lines and distributes its homes through a network of 92 company-owned retail locations as well as independent retailers. To support the entire homebuying lifecycle, Cavco also offers integrated services through its Standard Casualty insurance group and CountryPlace Mortgage finance subsidiary, making it a comprehensive player in the factory-built housing ecosystem.
What makes Cavco a high-quality business is that it operates within a highly consolidated and attractive oligopoly that heavily favors scale and established distribution. The top three manufacturers in this industry, Clayton Homes, Skyline Champion, and Cavco, control more than 86% of total industry production. This concentrated industry structure creates significant barriers to entry for new competitors, allowing the dominant players to maintain rational pricing, and driving outsized returns on capital by leveraging procurement scale and a wide geographic reach. And unlike AI, housing is one of those industries that has been around for centuries and will likely continue to be around for centuries more..." (Click here to read the full text)

#homes

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN), a professional services company that focuses on consulting, technology, and outsourcing. On July 22, 2026, Accenture plc (NYSE:ACN) closed at $140.09 per share. One-month return of Accenture plc (NYSE:ACN) was 9.41%, and its shares lost 51.13% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $84.17 billion.
Bristol US Equity Strategy stated the following regarding Accenture plc (NYSE:ACN) in its Q2 2026 investor update:
"We liquidated our stakes in Accenture plc (NYSE:ACN) and Intuit due to overlapping thematic headwinds. Both companies face intensifying market scrutiny regarding the potential for generative AI to disrupt their core business models. Accenture's labour-intensive consulting framework and Intuit's legacy software franchise. Because these structural debates will take considerable time to resolve, the near-term visibility on earnings durability has diminished. More critically, our forward-looking model signaled a material deterioration in their projected dividend-growth trajectories. Consequently, we redeployed this capital into higher-conviction opportunities with what we believe are superior risk adjusted return profiles."
Accenture plc (NYSE:ACN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 64 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the first quarter, compared to 71 in the previous quarter. In the first quarter of fiscal 2026, Accenture plc (NYSE:ACN) reported revenues of $18.7 billion, reflecting a 5% increase in local currency. While we acknowledge the potential of Accenture plc (NYSE:ACN) 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.

#Equity #quarter #investor #letter

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted EMCOR Group, Inc. (NYSE:EME). Headquartered in Norwalk, Connecticut, EMCOR Group, Inc. (NYSE:EME) offers electrical and mechanical construction and facilities, building, and industrial services. On July 22, 2026, EMCOR Group, Inc. (NYSE:EME) closed at $755.15 per share, reflecting a market capitalization of $33.56 billion. EMCOR Group, Inc. (NYSE:EME) posted a one-month return of -11.05%, while its shares gained 32.58% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding EMCOR Group, Inc. (NYSE:EME) in its Q2 2026 investor update:
"EMCOR Group, Inc. (NYSE:EME), which we purchased in late April, is a diversified construction and building-services company with broad exposure across US end markets, from pharmaceutical manufacturing to data centres. It is well positioned for the data centre build-out, where demand for complex mechanical and electrical work is strong and skilled labor is scarce. Management has been disciplined with capital allocation, investing in the business and returning capital to shareholders while maintaining a strong balance sheet."
EMCOR Group, Inc. (NYSE:EME) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge fund portfolios held EMCOR Group, Inc. (NYSE:EME) at the end of the first quarter, compared to 65 in the previous quarter. In Q1 2026, EMCOR Group, Inc. (NYSE:EME) reported revenues of $4.63 billion, representing year-over-year growth of 19.7% and organic growth of 16.8%. While we acknowledge the potential of EMCOR Group, Inc. (NYSE:EME) 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.

#emcor #capital #Growth #investor

Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted Celestica Inc. (NYSE:CLS). Celestica Inc. (NYSE:CLS) is a leading technology and electronic manufacturing services company that offers supply chain solutions across multiple countries. On July 22, 2026, Celestica Inc. (NYSE:CLS) closed at $335.50 per share, reflecting a market capitalization of $38.57 billion. Celestica Inc. (NYSE:CLS) posted a one-month return of -7.17%, while its shares gained 104.60% over the past 52 weeks.
Deep Sail Capital Partners stated the following regarding Celestica Inc. (NYSE:CLS) in its Q2 2026 investor update:
"Celestica Inc. (NYSE:CLS) has transitioned from its legacy roots as an IBM captive manufacturer to become a design and technology integration leader within the AI and cloud infrastructure ***** e. Celestica was founded in 1994 as a subsidiary of IBM Canada. It was subsequently acquired by PE, and then IPOed in the late 1990s. The company's strategy from there was an acquisition model for the next two decades, acquiring various electronics and computer peripherals manufacturing and supply companies, highly tied to major OEMs like IBM, Avaya, and Lucent. At the beginning of the AI boom, the company found itself incredibly well positioned to provide specialized design, operational, and engineering services to large technology companies looking to build data centers or ***** ociated integrated rack systems.
The business segments of Celestica are split into two highly specialized operational segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). Within the CCS segment, the company serves enterprise AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others. Within the ATS segment, Celestica supports highly complex capital equipment, aerospace, and defense programs for Tier-1 customers such as Applied Materials, Honeywell, Lam Research, and Raytheon..." (Click here to read the full text)

#deep #solutions