45 mins. ago
Dubai United 'fully support' Andrea Pirlo and insist the Italian tactician is 'fully committed' to the Club after failing to get the Italy job.
The former midfielder was Paolo Maldini's favourite candidate to become Italy's new head coach after the ex-Azzurri technical director failed to secure agreements with either Carlo Ancelotti or Pep Guardiola.
Political protests over Pirlo's role as a brand ambassador for a Russian betting company eventually led to the ex-midfielder not getting the job, while Maldini and Leonardo resigned, feeling that their decision-making autonomy was no longer present.
Pirlo's Club Dubai United have now released an official statement on the Italian tactician's future, confirming their full trust in him: "Over the past few days there has been significant speculation in the media regarding Andrea Pirlo's future, including a number of reports that do not reflect the facts," the Club said.
#Dubai #pirlo
The former midfielder was Paolo Maldini's favourite candidate to become Italy's new head coach after the ex-Azzurri technical director failed to secure agreements with either Carlo Ancelotti or Pep Guardiola.
Political protests over Pirlo's role as a brand ambassador for a Russian betting company eventually led to the ex-midfielder not getting the job, while Maldini and Leonardo resigned, feeling that their decision-making autonomy was no longer present.
Pirlo's Club Dubai United have now released an official statement on the Italian tactician's future, confirming their full trust in him: "Over the past few days there has been significant speculation in the media regarding Andrea Pirlo's future, including a number of reports that do not reflect the facts," the Club said.
#Dubai #pirlo
51 mins. ago
The WNBA schedule has two games on tap tonight, but who's playing Wednesday?
Here's a look at WNBA TV schedule, results, Indiana Fever guard Caitlin Clark's appeal on her 7th technical foul of the season, and more:
Atlanta Dream at Dallas Wings, 8 p.m. ET, USA
Golden State Valkyries at Phoenix Mercury, 10 p.m. ET, USA | CNBC
Washington Mystics 92, Connecticut Sun 82; box score: Connecticut Sun at Washington Mystics
#schedule #fever #atlanta
Here's a look at WNBA TV schedule, results, Indiana Fever guard Caitlin Clark's appeal on her 7th technical foul of the season, and more:
Atlanta Dream at Dallas Wings, 8 p.m. ET, USA
Golden State Valkyries at Phoenix Mercury, 10 p.m. ET, USA | CNBC
Washington Mystics 92, Connecticut Sun 82; box score: Connecticut Sun at Washington Mystics
#schedule #fever #atlanta
3 hours ago
Former Georgia Tech coach Josh Pastner has a habit of, let's say, awkward speech. No one doubts his intelligence. He finished at Arizona in 2 1/2 years, despite being a walk-on on the basketball team and having, for all intents and purposes, a part-time coaching job.
It takes a tremendous amount of intelligence and discipline to do that.
But he does at times say awkward things. At one point, he set up his voicemail with a riff on being positive that lasted at least a minute. On another, he spoke of wanting to live to 120 because he loved college basketball so much.
And just within the last few days, Pastner, now at UNLV, said he was looking for "an owner" for his basketball program.
That caused a bit of an uproar, so Pastner had to put out a statement about it, and here's what he said:
#pastner #Tech
It takes a tremendous amount of intelligence and discipline to do that.
But he does at times say awkward things. At one point, he set up his voicemail with a riff on being positive that lasted at least a minute. On another, he spoke of wanting to live to 120 because he loved college basketball so much.
And just within the last few days, Pastner, now at UNLV, said he was looking for "an owner" for his basketball program.
That caused a bit of an uproar, so Pastner had to put out a statement about it, and here's what he said:
#pastner #Tech
6 hours ago
Memory-chip stocks Micron Technology (MU) and SK Hynix (SKHY) fell Monday after Chinese rival ChangXin Memory Technologies, known as CXMT, rocketed in its initial public offering on the Shanghai Stock Exchange.
CXMT shares soared 466% in an IPO on Monday, giving the company a market capitalization of $484 billion, the Wall Street Journal reported. CXMT makes dynamic random-access memory (DRAM) chips, competing with Micron, Samsung and SK Hynix.
Another Chinese memory-chip maker, Yangtze Memory Technologies, is expected to conduct an IPO later this year, the Journal said. Yangtze, also known as YMTC, makes Nand flash memory chips and competes with Sandisk (SNDK) as well as Micron, Samsung and SK Hynix.
On the stock market today, Micron slid 2.3% to close at 900.20. SK Hynix dropped 7.5% to 143.02. Sandisk stock plunged 11% to 1,278.23.
In a client note, Wedbush Securities ******* yst Matt Bryson questioned how successful CXMT's business could be outside of China. Because of U.S. export restrictions, CXMT doesn't have access to ASML's (ASML) extreme ultraviolet (EUV) lithography gear so it can't make faster, higher-capacity chips to compete with Micron and its South Korean peers.
#micron #Stock
CXMT shares soared 466% in an IPO on Monday, giving the company a market capitalization of $484 billion, the Wall Street Journal reported. CXMT makes dynamic random-access memory (DRAM) chips, competing with Micron, Samsung and SK Hynix.
Another Chinese memory-chip maker, Yangtze Memory Technologies, is expected to conduct an IPO later this year, the Journal said. Yangtze, also known as YMTC, makes Nand flash memory chips and competes with Sandisk (SNDK) as well as Micron, Samsung and SK Hynix.
On the stock market today, Micron slid 2.3% to close at 900.20. SK Hynix dropped 7.5% to 143.02. Sandisk stock plunged 11% to 1,278.23.
In a client note, Wedbush Securities ******* yst Matt Bryson questioned how successful CXMT's business could be outside of China. Because of U.S. export restrictions, CXMT doesn't have access to ASML's (ASML) extreme ultraviolet (EUV) lithography gear so it can't make faster, higher-capacity chips to compete with Micron and its South Korean peers.
#micron #Stock
6 hours ago
Dogecoin (DOGE) is among the worst losers in the top 10 so far this year, booking a 39% retreat in 2026 as the price action continues to break key supports.
Interest for meme coins has waned recently, as the public's attention has turned to other corners of the tech ****** e like artificial intelligence (AI) and ****** e exploration.
Meanwhile, although market sentiment has improved recently, the macroeconomic backdrop remains unfavorable for the crypto market as a whole, and that is even more real for meme coins as a niche segment.
Persistent geopolitical tensions in the Middle East and a hawkish outlook when it comes to the Federal Reserve's monetary policy decisions continue to keep a lid on crypto prices and have pushed investors out of the sector as higher rates favor low-risk ****** ets.
Dogecoin has failed to stay above key levels despite its status as the king of this niche. Not even the launch of an exchange-traded fund (ETF) in the United States has prevented it from falling off a cliff, and now the price action appears to be eyeing a sustained decline toward the ****** et's October 2023 lows.
#dogecoin #recently #market #even
Interest for meme coins has waned recently, as the public's attention has turned to other corners of the tech ****** e like artificial intelligence (AI) and ****** e exploration.
Meanwhile, although market sentiment has improved recently, the macroeconomic backdrop remains unfavorable for the crypto market as a whole, and that is even more real for meme coins as a niche segment.
Persistent geopolitical tensions in the Middle East and a hawkish outlook when it comes to the Federal Reserve's monetary policy decisions continue to keep a lid on crypto prices and have pushed investors out of the sector as higher rates favor low-risk ****** ets.
Dogecoin has failed to stay above key levels despite its status as the king of this niche. Not even the launch of an exchange-traded fund (ETF) in the United States has prevented it from falling off a cliff, and now the price action appears to be eyeing a sustained decline toward the ****** et's October 2023 lows.
#dogecoin #recently #market #even
10 hours ago
It's shaping up to be an interesting earnings season for the big tech stocks. Alphabet set the tone on July 22 with a solid second-quarter earnings report that saw revenue jump 24% from a year ago to $119.76 billion. Growth in Google Cloud was even better at 82%.
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
10 hours ago
WNBA makes final decision on Caitlin Clark technical foul appeal originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Caitlin Clark will have to remain on her best behavior for the rest of the WNBA regular season.
The Indiana Fever appealed the technical foul Clark received during their 123-88 victory over the Connecticut Sun on July 22, hoping the league would remove it from her season total. However, the WNBA reportedly denied that appeal, leaving Clark with seven technical fouls and only one more separating her from an automatic one-game suspension.
"The WNBA will not rescind the technical foul ****** sed to Caitlin Clark during last Wednesday's win over the Connecticut Sun, a league source confirmed to IndyStar," Brian Haenchen of the Indianapolis Star reported.
Clark avoided another technical during Indiana's 103-93 win over the Seattle Storm on Tuesday. Still, the league's decision means the threat of a suspension will follow the Fever star into every remaining game of the regular season.
#clark #sporting #connecticut
Caitlin Clark will have to remain on her best behavior for the rest of the WNBA regular season.
The Indiana Fever appealed the technical foul Clark received during their 123-88 victory over the Connecticut Sun on July 22, hoping the league would remove it from her season total. However, the WNBA reportedly denied that appeal, leaving Clark with seven technical fouls and only one more separating her from an automatic one-game suspension.
"The WNBA will not rescind the technical foul ****** sed to Caitlin Clark during last Wednesday's win over the Connecticut Sun, a league source confirmed to IndyStar," Brian Haenchen of the Indianapolis Star reported.
Clark avoided another technical during Indiana's 103-93 win over the Seattle Storm on Tuesday. Still, the league's decision means the threat of a suspension will follow the Fever star into every remaining game of the regular season.
#clark #sporting #connecticut
10 hours ago
As of 11:38 AM ET, the Dow Jones Industrial Average (DJINDICES:^DJI) is up 0.13% to 52,017.19, while the S&P 500 (SNPINDEX:^GSPC) is down 0.33% to 7,387.76, and the Nasdaq Composite (NASDAQINDEX:^IXIC) has slipped 0.44% to 24,840.43 as tech pressure offsets optimism from cooling geopolitical tensions.
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.
#earnings
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.
#earnings
10 hours ago
Alphabet (GOOG) (GOOGL) did almost everything investors had hoped for in its latest quarterly report. While the top and bottom line grew impressively, Google Cloud revenue generated an eye-popping annual growth as businesses continued pouring money into AI infrastructure and generative AI solutions. Under normal circumstances, those numbers would have fueled another rally. Instead, the stock headed in the opposite direction.
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.
#sell #driven
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.
#sell #driven
10 hours ago
July 27, 2026 12:34 pm ET
Listen
(4 min)
The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
0849 ET – While many artificial-intelligence startups are exploring the technology’s potential to find new drugs, AstraZeneca executives say the company is using it in other areas. AI is important in drug development, which entails large, expensive risks, AstraZeneca CEO Pascal Soriot says on a call with reporters. If AI can help fine-tune the design of a clinical trial to improve its chances of success, that could end up being a big benefit, Soriot says. The U.K. drugmaker is also using AI to improve productivity across the business, in areas like regulatory submissions, CFO Aradhana Sarin says on the call. AstraZeneca doesn’t expect any direct impact on jobs from AI as its portfolio continues to grow, Sarin adds. Shares rise 1.2%. (adria.calatayudwsj.com)
#using #market
Listen
(4 min)
The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
0849 ET – While many artificial-intelligence startups are exploring the technology’s potential to find new drugs, AstraZeneca executives say the company is using it in other areas. AI is important in drug development, which entails large, expensive risks, AstraZeneca CEO Pascal Soriot says on a call with reporters. If AI can help fine-tune the design of a clinical trial to improve its chances of success, that could end up being a big benefit, Soriot says. The U.K. drugmaker is also using AI to improve productivity across the business, in areas like regulatory submissions, CFO Aradhana Sarin says on the call. AstraZeneca doesn’t expect any direct impact on jobs from AI as its portfolio continues to grow, Sarin adds. Shares rise 1.2%. (adria.calatayudwsj.com)
#using #market
10 hours ago
Hyliion Holdings (HYLN) develops modular power generation systems designed to run on a variety of fuel sources. After spending years under the radar, Hyliion has been attracting fresh investor attention in 2026 as its commercial strategy begins to gain traction. The company has been making headlines for advancing deployments of its KARNO generators, a technology built to deliver reliable, low-emission power across multiple fuel types.
That growing momentum received a major boost this week after Hyliion landed a $41.7 million contract from the United States Office of Naval Research to design, develop, build, test, and deliver 2-megawatt and 3-megawatt KARNO power generation systems. Beyond the immediate revenue opportunity, the award serves as a meaningful endorsement of the company's technology by a key U.S. government agency, potentially opening the door to additional defense and commercial opportunities.
Dear ***** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#karno #fuel #technology
That growing momentum received a major boost this week after Hyliion landed a $41.7 million contract from the United States Office of Naval Research to design, develop, build, test, and deliver 2-megawatt and 3-megawatt KARNO power generation systems. Beyond the immediate revenue opportunity, the award serves as a meaningful endorsement of the company's technology by a key U.S. government agency, potentially opening the door to additional defense and commercial opportunities.
Dear ***** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#karno #fuel #technology
10 hours ago
Cathie Wood doesn't mind volatility. The founder, CEO, and chief investment officer of Ark Invest went shopping as many of her existing positions were sinking.
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
10 hours ago
Macerich Company (MAC), a retail REIT, is demonstrating strong technical momentum.
Shares are up nearly 50% over the past year.
A 2.59% dividend yield also sweetens things for potential Macerich investors.
Analyst sentiment is mixed with price targets ranging from $19 to $31.
Author's note: In times of financial uncertainty, real estate starts to look like an attractive edge. This last week, all three of my favorite real estate ETFs – Vanguard Real Estate ETF (VNQ), Cohen & Steers Real Estate ETF (ICF), and the S&P 500 Real Estate SPDR (XLRE) – all showed gains.
#vanguard
Shares are up nearly 50% over the past year.
A 2.59% dividend yield also sweetens things for potential Macerich investors.
Analyst sentiment is mixed with price targets ranging from $19 to $31.
Author's note: In times of financial uncertainty, real estate starts to look like an attractive edge. This last week, all three of my favorite real estate ETFs – Vanguard Real Estate ETF (VNQ), Cohen & Steers Real Estate ETF (ICF), and the S&P 500 Real Estate SPDR (XLRE) – all showed gains.
#vanguard
10 hours ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Getting rejected from jobs is frustrating. Getting rejected over and over again while being told it's your own fault can make it even worse.
That's the situation one Gen Z job seeker found themselves in after a heated argument with their father about today's hiring market. Despite months of searching, earning a forklift license and trying to move into technical roles, opportunities kept slipping away, the young worker said in a recent Reddit post.
"It must be YOU who is doing something wrong," they recalled their father telling them after a layoff. "I genuinely exploded because I spent months looking for any job."
Don't Miss:
#don 't
Getting rejected from jobs is frustrating. Getting rejected over and over again while being told it's your own fault can make it even worse.
That's the situation one Gen Z job seeker found themselves in after a heated argument with their father about today's hiring market. Despite months of searching, earning a forklift license and trying to move into technical roles, opportunities kept slipping away, the young worker said in a recent Reddit post.
"It must be YOU who is doing something wrong," they recalled their father telling them after a layoff. "I genuinely exploded because I spent months looking for any job."
Don't Miss:
#don 't
11 hours ago
It's amazing how the free cash flow line has meant wildly different things for Apple (AAPL) and Oracle (ORCL) investors this year.
Call it an Investing 101 reminder: Cash is king.
Quick insight: With tech investors laser-focused on capex, free cash flow has emerged as a major driver of share prices this year.
The latest example: Alphabet (GOOGL) reported its first negative free cash flow quarter, and the stock was hammered last week after its earnings. Free cash flow could remain negative for Alphabet in the near-term, based on guidance from its earnings call.
As for Apple, it has generated about $129 billion in trailing 12-month free cash flow. On the other hand, Oracle has seen a $24 billion outflow. It's not that Apple isn't investing in AI, but Oracle's business model requires it to take bigger financial swings. In this case, those swings are being funded by new debt.
#Apple #investors
Call it an Investing 101 reminder: Cash is king.
Quick insight: With tech investors laser-focused on capex, free cash flow has emerged as a major driver of share prices this year.
The latest example: Alphabet (GOOGL) reported its first negative free cash flow quarter, and the stock was hammered last week after its earnings. Free cash flow could remain negative for Alphabet in the near-term, based on guidance from its earnings call.
As for Apple, it has generated about $129 billion in trailing 12-month free cash flow. On the other hand, Oracle has seen a $24 billion outflow. It's not that Apple isn't investing in AI, but Oracle's business model requires it to take bigger financial swings. In this case, those swings are being funded by new debt.
#Apple #investors
11 hours ago
Every major AI chip story seems to lead back to Arm Holdings (ARM) as the industry's biggest players rely on the company's architecture to build their processors. As ARM gears up for its fiscal Q1 earnings on July 29, investors are eager to see if the company can continue to translate strong demand into sustained growth needed to justify its premium valuation.
Valued at $277.7 billion, Arm Holdings develops the processor technology that powers billions of chips globally, licenses that technology to semiconductor firms, and gets royalties on each chip shipped. The company earns money through licensing revenue and royalty revenue. While historically, Arm's business was dominated by smartphones, today its processors power PCs and laptops, cloud servers, AI data centers, automotive chips, smart TVs, IoT devices, and much more. Thanks to AI, the company now has new growth opportunities in Cloud AI, Edge AI, and Physical AI.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #chip #processors
Valued at $277.7 billion, Arm Holdings develops the processor technology that powers billions of chips globally, licenses that technology to semiconductor firms, and gets royalties on each chip shipped. The company earns money through licensing revenue and royalty revenue. While historically, Arm's business was dominated by smartphones, today its processors power PCs and laptops, cloud servers, AI data centers, automotive chips, smart TVs, IoT devices, and much more. Thanks to AI, the company now has new growth opportunities in Cloud AI, Edge AI, and Physical AI.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #chip #processors
11 hours ago
Brandes Investment Partners, an ***** et management company, released its second-quarter 2026 investor letter for its "Brandes Small Cap Value Fund". A copy of the letter is available to download here. In Q2 2026, the Fund underperformed the Russell 2000 Index's 21.49% gain and the Russell 2000 Value Index's 17.19% rise. However, year-to-date, the fund (Class I Shares) increased by 23.17%, surpassing the 22.57% and 22.99% returns of the indexes, respectively. The second quarter's performance was mainly driven by holdings in the industrial sector, particularly aerospace and defense, as well as energy. Its underperformance was due to holdings and an underweight position in the information technology sector. The Firm remains optimistic about value stocks, citing their attractive valuations and strong free cash flow generation. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)
#company #investor #letter
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)
#company #investor #letter
11 hours ago
Circle—the company behind USDC (the digital dollar used by millions worldwide for payments, savings, and international transfers)—just bought the blockchain patent library IBM spent more than a decade building. The deal, announced July 27, hands Circle over 1,000 blockchain patents issued by IBM worldwide.
Patents are legal rights that give the holder exclusive control over a specific invention. If you hold a patent on a method for processing transactions on a blockchain—the shared digital ledger where crypto activity is permanently recorded and can't be altered—you get to decide who else uses it and on what terms. IBM had been building that kind of leverage since its mid-2010s enterprise blockchain push.
By December 2025, patent ******* ytics firm PatSnap credited IBM with 790 U.S. blockchain patents—more than any other American company, with Bank of America a distant second at roughly 200. Circle, which received its first-ever patent in December 2023 (covering parallel blockchain data processing—a technique for verifying multiple groups of transactions simultaneously), went from essentially zero to the top of the U.S. rankings overnight.
"The portfolio comprises over 680 patent families and nearly 1,000 issued patents worldwide, spanning foundational blockchain technology, banking, financial services, insurance, enterprise infrastructure, supply chain verification, and secure cloud operations," Circle said in its official announcement.
Circle plans to put them to work across its entire stack. "The expanded IP position directly supports Circle's foundation for building the internet financial system, including USDC, Circle Payments Network, Arc, and a growing suite of onchain products and agentic financial tools," the company added. Arc is Circle's own payment-focused blockchain built for institutional finance. The agentic tools are AI-powered software programs that can execute financial transactions autonomously—no human required for each step.
#building
Patents are legal rights that give the holder exclusive control over a specific invention. If you hold a patent on a method for processing transactions on a blockchain—the shared digital ledger where crypto activity is permanently recorded and can't be altered—you get to decide who else uses it and on what terms. IBM had been building that kind of leverage since its mid-2010s enterprise blockchain push.
By December 2025, patent ******* ytics firm PatSnap credited IBM with 790 U.S. blockchain patents—more than any other American company, with Bank of America a distant second at roughly 200. Circle, which received its first-ever patent in December 2023 (covering parallel blockchain data processing—a technique for verifying multiple groups of transactions simultaneously), went from essentially zero to the top of the U.S. rankings overnight.
"The portfolio comprises over 680 patent families and nearly 1,000 issued patents worldwide, spanning foundational blockchain technology, banking, financial services, insurance, enterprise infrastructure, supply chain verification, and secure cloud operations," Circle said in its official announcement.
Circle plans to put them to work across its entire stack. "The expanded IP position directly supports Circle's foundation for building the internet financial system, including USDC, Circle Payments Network, Arc, and a growing suite of onchain products and agentic financial tools," the company added. Arc is Circle's own payment-focused blockchain built for institutional finance. The agentic tools are AI-powered software programs that can execute financial transactions autonomously—no human required for each step.
#building
11 hours ago
Micron (MU) stock has multiple strong positive and negative catalysts at this point, making its performance difficult to predict. On the positive side, the memory-chip maker should continue to benefit significantly in the near-to-medium term from the AI boom, and Bank of America recently ******* erted that MU should be boosted by the release of low-cost, open-source AI models made in China. Additionally, the valuation of MU stock remains low.
On the other hand, Alphabet's (GOOG) (GOOGL) technological breakthrough remains a long-term threat for MU, and investors have been unenthusiastic about Micron in recent weeks.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#micron #positive #America #China
On the other hand, Alphabet's (GOOG) (GOOGL) technological breakthrough remains a long-term threat for MU, and investors have been unenthusiastic about Micron in recent weeks.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#micron #positive #America #China
11 hours ago
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a 'value trap'. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins to 15-17%, nearly doubling its previous 8.2-8.4% prediction, citing a better customer and product mix.
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.
#micro #smci #billion #company
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.
#micro #smci #billion #company
11 hours ago
With a market cap of $55.3 billion, Ciena Corporation (CIEN) is a global network technology company that provides hardware, software, and services to telecom operators, cloud providers, enterprises, and government organizations across multiple regions worldwide. It specializes in optical networking, routing and switching platforms, automation software, and network support services through segments such as Networking Platforms, Blue Planet Automation, and Global Services.
The Hanover, Maryland-based company is slated to announce its fiscal Q3 2026 results soon. Ahead of the release, **** ysts predict CIEN to report EPS of $1.45, a surge of 253.7% from $0.41 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#ahead
The Hanover, Maryland-based company is slated to announce its fiscal Q3 2026 results soon. Ahead of the release, **** ysts predict CIEN to report EPS of $1.45, a surge of 253.7% from $0.41 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#ahead
11 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."
#NASDAQ #mksi #semiconductor
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."
#NASDAQ #mksi #semiconductor
11 hours ago
September U.S. T-Bond futures (ZNU26) present a selling opportunity on more price weakness.
See on the daily bar chart for September U.S. Treasury bond futures that prices are trending down and last week hit a two-month low. Bears have the near-term technical advantage.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #bond #bears
See on the daily bar chart for September U.S. Treasury bond futures that prices are trending down and last week hit a two-month low. Bears have the near-term technical advantage.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #bond #bears
11 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Allegro MicroSystems, Inc. (NASDAQ:ALGM). Allegro MicroSystems, Inc. (NASDAQ:ALGM) is a semiconductor company that develops sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions. On July 24, 2026, Allegro MicroSystems, Inc. (NASDAQ:ALGM) closed at $46.03 per share, reflecting a market capitalization of $8.58 billion. Allegro MicroSystems, Inc. (NASDAQ:ALGM) posted a one-month return of -32.12%, while its shares gained 31.09% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Allegro MicroSystems, Inc. (NASDAQ:ALGM) in its Q2 2026 investor update:
"Allegro MicroSystems, Inc. (NASDAQ:ALGM) is perhaps better known as a sensor company, creating advanced position and movement sensors for use in areas such as robotics. However as a provider of specialist semiconductor chips into the datacentre market they too saw a sharp increase in demand, as well as share price performance."
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 34 hedge fund portfolios held Allegro MicroSystems, Inc. (NASDAQ:ALGM) at the end of the first quarter, up from 28 in the previous quarter. While we acknowledge the potential of Allegro MicroSystems, Inc. (NASDAQ:ALGM) 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.
#allegro #algm #investor
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Allegro MicroSystems, Inc. (NASDAQ:ALGM). Allegro MicroSystems, Inc. (NASDAQ:ALGM) is a semiconductor company that develops sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions. On July 24, 2026, Allegro MicroSystems, Inc. (NASDAQ:ALGM) closed at $46.03 per share, reflecting a market capitalization of $8.58 billion. Allegro MicroSystems, Inc. (NASDAQ:ALGM) posted a one-month return of -32.12%, while its shares gained 31.09% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Allegro MicroSystems, Inc. (NASDAQ:ALGM) in its Q2 2026 investor update:
"Allegro MicroSystems, Inc. (NASDAQ:ALGM) is perhaps better known as a sensor company, creating advanced position and movement sensors for use in areas such as robotics. However as a provider of specialist semiconductor chips into the datacentre market they too saw a sharp increase in demand, as well as share price performance."
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 34 hedge fund portfolios held Allegro MicroSystems, Inc. (NASDAQ:ALGM) at the end of the first quarter, up from 28 in the previous quarter. While we acknowledge the potential of Allegro MicroSystems, Inc. (NASDAQ:ALGM) 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.
#allegro #algm #investor
15 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) 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.
#fund #amati #global
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) 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.
#fund #amati #global
15 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) 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, se
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) 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, se
16 hours ago
Wave announced news of the deal via a post on their official club website this evening.
The 19-year-old has signed a deal which will keep her Stateside until the end of the 2029 NWSL season.
Harbert is a product of the ******* nal academy system and she signed her first professional terms with the club in 2025. The youngster has got some vital senior experience under her belt in loan spells with Watford, Southampton, Portland Thorns and Everton. Harbert also represented ******* nal's first team in a couple of non-competitive fixtures.
On the international stage, Harbert has represented England up to and including Under-23 level.
After taking Harbert to San Diego Wave, the club's Sporting Director and General Manager, Camille Ashton said "We're really excited to welcome Laila to San Diego. She's an exciting young talent with exceptional technical quality, vision, and composure under pressure.
#wave #diego #signed #represented
The 19-year-old has signed a deal which will keep her Stateside until the end of the 2029 NWSL season.
Harbert is a product of the ******* nal academy system and she signed her first professional terms with the club in 2025. The youngster has got some vital senior experience under her belt in loan spells with Watford, Southampton, Portland Thorns and Everton. Harbert also represented ******* nal's first team in a couple of non-competitive fixtures.
On the international stage, Harbert has represented England up to and including Under-23 level.
After taking Harbert to San Diego Wave, the club's Sporting Director and General Manager, Camille Ashton said "We're really excited to welcome Laila to San Diego. She's an exciting young talent with exceptional technical quality, vision, and composure under pressure.
#wave #diego #signed #represented
17 hours ago
Day four of Patriots training camp brought cornerback Christian Gonzalez to the podium.
It was the first time the star defensive back has talked to the media since owner Robert Kraft said Saturday the Patriots will offer Gonzalez a team-record and position-record contract. Gonzalez emphasized his desire to participate in camp despite the deal not being done.
"I mean, it's ball," Gonzalez said. "I'm going to come out and play some ball and have fun. We had a tough ending of the year that sits on everybody's mind all year, and I just wanted to get on the field and do what I do."
Gonzalez's teammates have commended his participation and attitude throughout the ongoing contract negotiations, and linebacker K.J. Britt noted the value he brings to the defense.
"Anytime you got a corner that can shut down a side of the field, and then with the defensive line you got, it's a scary combo," Britt said. "Very elite, smart, athletic, understands coverages and tendencies and techniques, and just a great player."
#gonzalez #Patriots #record #year
It was the first time the star defensive back has talked to the media since owner Robert Kraft said Saturday the Patriots will offer Gonzalez a team-record and position-record contract. Gonzalez emphasized his desire to participate in camp despite the deal not being done.
"I mean, it's ball," Gonzalez said. "I'm going to come out and play some ball and have fun. We had a tough ending of the year that sits on everybody's mind all year, and I just wanted to get on the field and do what I do."
Gonzalez's teammates have commended his participation and attitude throughout the ongoing contract negotiations, and linebacker K.J. Britt noted the value he brings to the defense.
"Anytime you got a corner that can shut down a side of the field, and then with the defensive line you got, it's a scary combo," Britt said. "Very elite, smart, athletic, understands coverages and tendencies and techniques, and just a great player."
#gonzalez #Patriots #record #year
18 hours ago
The Florida State Seminoles have been picked to finish 11th in the ACC Preseason Media Poll, the conference announced on Tuesday.
The Seminoles received 1,439 points and three first-place votes out of 188, which was the fifth most of any team. The Miami Hurricanes were picked to win the conference, receiving 165 first-place votes and 3,159 points.
The SMU Mustangs finished second with 2,759 points and the Louisville Cardinals third with 2,569 points. Despite finishing fourth, the Clemson Tigers received the second most first-place votes with seven, SMU received six. The Georgia Tech Yellow Jackets round out the top five with 2,006 points and two first-place votes.
The Seminoles will open ACC play against SMU on Sept. 7 in ******* Howser Stadium. They will follow it up with two non-conference games before they host Virginia on Oct. 3. Their first road ACC games will be the following weeks, with them playing at Louisville and Miami.
They will follow that stretch up with a bye before hosting Clemson on Oct. 31. They will return to the road, playing at Boston College and at Pittsburgh on Nov. 7 and Nov. 13, respectively. They will end their ACC slate at home, welcoming NC State to Tallahassee on Nov. 21.
#points #place #received #state
The Seminoles received 1,439 points and three first-place votes out of 188, which was the fifth most of any team. The Miami Hurricanes were picked to win the conference, receiving 165 first-place votes and 3,159 points.
The SMU Mustangs finished second with 2,759 points and the Louisville Cardinals third with 2,569 points. Despite finishing fourth, the Clemson Tigers received the second most first-place votes with seven, SMU received six. The Georgia Tech Yellow Jackets round out the top five with 2,006 points and two first-place votes.
The Seminoles will open ACC play against SMU on Sept. 7 in ******* Howser Stadium. They will follow it up with two non-conference games before they host Virginia on Oct. 3. Their first road ACC games will be the following weeks, with them playing at Louisville and Miami.
They will follow that stretch up with a bye before hosting Clemson on Oct. 31. They will return to the road, playing at Boston College and at Pittsburgh on Nov. 7 and Nov. 13, respectively. They will end their ACC slate at home, welcoming NC State to Tallahassee on Nov. 21.
#points #place #received #state
19 hours ago
This story was originally published on BioPharma Dive. To receive daily news and insights, subscribe to our free daily BioPharma Dive newsletter.
Sarepta Therapeutics has found the leader it hopes can engineer a desperately needed turnaround.
The company on Monday announced that Michael Severino, an executive with leadership experience at startups as well as large drugmakers, will become its next CEO effective July 28. He'll replace longtime leader Doug Ingram, who in February announced plans to retire after a tumultuous run.
Severino has been working in the biopharmaceutical industry for more than two decades, including stops at AbbVie and Amgen. At AbbVie, Severino helped bring to market multiple drugs for psoriasis, arthritis, cancer and hepatitis C. At Amgen, he oversaw research and development as the company's senior vice president of development and corporate chief medical officer.
In 2022, Severino left AbbVie to run Tessera Therapeutics, a buzzy "gene writing" startup backed by Flagship Pioneering. Tessera recently brought its first drug prospect, a gene editing treatment for alpha-1 antitrypsin deficiency, into clinical testing. Last week, Tessera announced that Severino had joined a "commercial stage" biotech company and that former Merck & Co. executive Joseph Romanelli would serve as its next leader.
#abbvie #tessera #biopharma #amgen
Sarepta Therapeutics has found the leader it hopes can engineer a desperately needed turnaround.
The company on Monday announced that Michael Severino, an executive with leadership experience at startups as well as large drugmakers, will become its next CEO effective July 28. He'll replace longtime leader Doug Ingram, who in February announced plans to retire after a tumultuous run.
Severino has been working in the biopharmaceutical industry for more than two decades, including stops at AbbVie and Amgen. At AbbVie, Severino helped bring to market multiple drugs for psoriasis, arthritis, cancer and hepatitis C. At Amgen, he oversaw research and development as the company's senior vice president of development and corporate chief medical officer.
In 2022, Severino left AbbVie to run Tessera Therapeutics, a buzzy "gene writing" startup backed by Flagship Pioneering. Tessera recently brought its first drug prospect, a gene editing treatment for alpha-1 antitrypsin deficiency, into clinical testing. Last week, Tessera announced that Severino had joined a "commercial stage" biotech company and that former Merck & Co. executive Joseph Romanelli would serve as its next leader.
#abbvie #tessera #biopharma #amgen
