George Clooney is sounding the alarm on artificial intelligence.
The "Ocean's Eleven" star addressed the future of AI in the entertainment industry, telling reporters during a panel at the 83rd Venice International Film Festival that it will be a "very big" part of show business moving forward.
However, the obvious drawback, according to Clooney, is that it will become "harder and harder and harder" to discern fact from fiction.
"... So, it's a very complicated moment in time and we're gonna have to find a way to discern this," Clooney said. "And everybody's working furiously at it and I haven't seen any great strides yet in success."
He later added: "I would like to avoid being in a tampon commercial 20 years after I'm dead. I would like that. I would like to avoid that."

#harder #like #avoid #film

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Grand Canyon Education, Inc. (NASDAQ:LOPE). Grand Canyon Education, Inc. (NASDAQ:LOPE), a US-based education services company, detracted from performance this quarter. On August 31, 2026, Grand Canyon Education, Inc. (NASDAQ:LOPE) closed at $148.13 per share. Grand Canyon Education, Inc. (NASDAQ:LOPE) fell 1.77% over the past month, and its shares are down 27.09% over the past 52 weeks. Grand Canyon Education, Inc. (NASDAQ:LOPE) has a market capitalization of around $3.86 billion with a 52-week trading range between $134.27 - $223.04.
Riverwater Partners Small Cap Strategy stated the following regarding Grand Canyon Education, Inc. (NASDAQ:LOPE) in its Q2 2026 investor letter:
"Grand Canyon Education, Inc. (NASDAQ:LOPE), the education services provider, declined approximately 16% and was the portfolio's largest detractor. Our investment thesis remains intact; LOPE's steady, profitable, countercyclical enrollment business was simply left behind in a market that rewarded beta and speculation. Enrollment trends and cash generation remain consistent with our expectations, and we continue to hold the position."

#Education #lope #market #partners

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted LeMaitre Vascular, Inc. (NASDAQ:LMAT). LeMaitre Vascular, Inc. (NASDAQ:LMAT) is a medical device company focusing on the manufacturing and development of products and services for vascular surgery. On August 31, 2026, LeMaitre Vascular, Inc. (NASDAQ:LMAT) closed at $80.28 per share.LeMaitre Vascular, Inc. (NASDAQ:LMAT) declined 24.11% in a month and 15.52% over the past 52 weeks. LeMaitre Vascular, Inc. (NASDAQ:LMAT) has a market capitalization of $1.84 billion with a 52-week trading range between $78.27 - 118.01.
Riverwater Partners Small Cap Strategy stated the following regarding LeMaitre Vascular, Inc. (NASDAQ:LMAT) in its Q2 2026 investor letter:
"LeMaitre Vascular, Inc. (NASDAQ:LMAT), our peripheral vascular device holding, declined approximately 12% in a quarter when nearly everything profitable in small cap health care went down and nearly everything speculative went up. The company's niche leadership, pricing power, and consistent execution are unchanged, and we view the weakness as sentiment-driven rather than fundamental."
LeMaitre Vascular, Inc. (NASDAQ:LMAT) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held LeMaitre Vascular, Inc. (NASDAQ:LMAT) at the end of the second quarter which was 26 in the previous quarter. While we acknowledge the potential of LeMaitre Vascular, Inc. (NASDAQ:LMAT) 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 sto

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Oceaneering International, Inc. (NYSE:OII). Oceaneering International, Inc. (NYSE:OII), a subsea engineering and offshore services company that serves the offshore energy, defense, aerospace, and manufacturing industries, was added to the portfolio in the quarter. On August 31, 2026, Oceaneering International, Inc. (NYSE:OII) closed at $51.76 per share. The one-month return of Oceaneering International, Inc. (NYSE:OII) was 2.64% and its shares gained 112.92% over the past 52 weeks. Oceaneering International, Inc. (NYSE:OII) has a market capitalization of $5.15 billion.
Riverwater Partners Small Cap Strategy stated the following regarding Oceaneering International, Inc. (NYSE:OII) in its Q2 2026 investor letter:
"Within energy, we repositioned toward services. We initiated Oceaneering International (OII), a leader in subsea robotics and offshore services, as offshore and subsea capital spending emerges from a seven-year drought and the U.S. rig count climbs; the position was funded in part by our exit of natural gas producer CNX Resources (CNX)."

#small #riverwater #investor #letter

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Werner Enterprises, Inc. (NASDAQ:WERN). The Fund added Werner Enterprises, Inc. (NASDAQ:WERN) which engages in transporting truckload shipments of general commodities in interstate and intrastate commerce, to its portfolio during the quarter. On August 31, 2026, Werner Enterprises, Inc. (NASDAQ:WERN) closed at $39.18 per share. The one-month return of Werner Enterprises, Inc. (NASDAQ:WERN) was 2.27% and its shares gained 37.43% over the past 52 weeks. Werner Enterprises, Inc. (NASDAQ:WERN) has a market capitalization of $2.35 billion with a 52-week trading range between $23.06 to $47.49.
Riverwater Partners Small Cap Strategy stated the following regarding Werner Enterprises, Inc. (NASDAQ:WERN) in its Q2 2026 investor letter:
"Late in the quarter we initiated Werner Enterprises, Inc. (NASDAQ:WERN), one of the largest truckload carriers. A landmark liability ruling now places responsibility for driver safety squarely on carriers with the balance sheets to insure it, a change we believe will force as much as a third of industry capacity, concentrated among small and marginal operators, to consolidate or exit. Large, well-capitalized carriers such as Werner should be the direct beneficiaries through pricing power and share gains. Only two of fifteen covering ****** ysts rated the stock a buy when we purchased it, which is precisely the setup we look for: identifying the inflection before the upgrade cycle begins."

#wern

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Stevanato Group S.p.A. (NYSE:STVN) as a new holding. Stevanato Group S.p.A. (NYSE:STVN) is an Italian company that designs and distributes products and processes that offer integrated solutions for the biopharma and healthcare industries. On August 31, 2026, Stevanato Group S.p.A. (NYSE:STVN) closed at $21.03 per share. Stevanato Group S.p.A. (NYSE:STVN) gained 9.06% in the past month while its shares lost 5.39% over the past 52 weeks. Stevanato Group S.p.A. (NYSE:STVN) has a market capitalization of $5.85 billion and its stock has traded within a 52-week range of $12.89 to $28.00.
Riverwater Partners Small Cap Strategy stated the following regarding Stevanato Group S.p.A. (NYSE:STVN) in its Q2 2026 investor letter:
"In addition, we initiated positions in Stevanato Group S.p.A. (NYSE:STVN), a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries. The stock sold off following the launch of oral GLP-1s, which many believe will end the need for injectable forms. Experts believe an expanding GLP-1 TAM, coupled with varying use cases, will necessitate ongoing need for injectable forms. Indeed, 25% of drugs approved in 2025 were biologics which will require injectable devices. This market overreaction offered an attractive entry valuation of 12.5x FY2026E EBITDA vs. STVN's historic multiple of 20X and its nearest comp West Pharmaceutical (WST) at approximately 22–25x."

#stevanato #partners #investor

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted NetScout Systems, Inc. (NASDAQ:NTCT) as a new addition. NetScout Systems, Inc. (NASDAQ:NTCT) provides carrier service ****** urance, cybersecurity, and Distributed Denial-of-Service (DDoS) solutions to protect digital business services against disruptions. On August 31, 2026, NetScout Systems, Inc. (NASDAQ:NTCT) closed at $38.83 per share. The one-month return of NetScout Systems, Inc. (NASDAQ:NTCT) was -8.01% and its shares gained 57.59% over the past 52 weeks. NetScout Systems, Inc. (NASDAQ:NTCT) has a market capitalization of $2.82 billion with a 52-week trading range between $24.27 - $45.28.
Riverwater Partners Small Cap Strategy stated the following regarding NetScout Systems, Inc. (NASDAQ:NTCT) in its Q2 2026 investor letter:
"We initiated a position in NetScout Systems, Inc. (NASDAQ:NTCT) in April. Founded in 1984, NetScout Systems, Inc. (NTCT), with a stated mission of "Guardians of A Connected World," has been a technology innovator providing service ****** urance and cybersecurity solutions based on its pioneering deep packet inspection technology at scale. While high-growth competitors trade at significant premiums, NetScout offers a more attractive valuation for what we view as a durable software business with deeply embedded customer relationships among the Fortune 500. Its deep packet inspection technology is increasingly critical as enterprises navigate complex digital transformations, cloud migrations, and a heightened threat landscape. We view NTCT as a disciplined way to gain exposure to secular technology tail

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Kaiser Aluminum Corporation (NASDAQ:KALU) as a portfolio addition. Kaiser Aluminum Corporation (NASDAQ:KALU) manufactures and sells semi-fabricated specialty aluminum mill products. On August 31, 2026, Kaiser Aluminum Corporation (NASDAQ:KALU) closed at $158.78 per share. Kaiser Aluminum Corporation (NASDAQ:KALU) fell 9.07% over the past month, while its shares are up 107.53% over the last 52 weeks. Kaiser Aluminum Corporation (NASDAQ:KALU) has a market capitalization of $2.59 billion.
Riverwater Partners Small Cap Strategy stated the following regarding Kaiser Aluminum Corporation (NASDAQ:KALU) in its Q2 2026 investor letter:
"We also purchased Kaiser Aluminum Corporation (NASDAQ:KALU) as roughly two and a half million tons of global aluminum capacity remains offline following the Middle East smelter disruptions, a supply shock we believe supports elevated pricing for well-positioned domestic producers through at least 2027. Also, continued tariffs on aluminum and alumina products will help pricing stay elevated, even if Middle East capacity comes on faster than expected."

#investor

Ravindra Jadeja has been a mainstay of India's Test team for more than a decade, but former India wicketkeeper-batter Deep Dasgupta believes the time has come for the team to start looking beyond the veteran all-rounder in the longest format.

Jadeja aged 37, finished India's recent two-Test tour of Sri Lanka with eight wickets across four innings. However, Dasgupta felt the Indian spin attack failed to consistently exert pressure on the hosts, particularly on surfaces where the visitors would have expected their spinners to play a major role.

The former India player singled out the second Test in Colombo, where Sri Lanka were forced to follow on but managed to fight back strongly. Sonal Dinusha's century helped the hosts frustrate India and build a substantial lead before the match eventually ended in a draw.
While Jadeja picked up three wickets in Sri Lanka's second innings, Dasgupta felt India needed more penetration from their experienced spinners.

"Apart from Manav, our spinners didn't look as lethal as we expected. I'm not saying there is no ability. On such pitches, Jadeja has always been very destructive and lethal. I thought he would be crucial on the fifth day. He has been a great servant, but it's done now. He was not as accurate as he is. His action is very shoulder-dominant," Dasgupta said on his YouTube channel.
The Sri Lanka series also highlighted an issue with India's bowling discipline, with the spinners repeatedly overstepping. Saransh Jain, making his Test debut in Colombo, bowled four no-balls, while Jadeja overstepped once. Dasgupta believes such problems need to be addressed during training rather than waiting for them to surface in matches.

"If you are not careful in the nets, it will happen. Even when I was playing, a lot of them would bowl from ahead and say it would not happen in the match, but they would repeat the same thing in the match. You need to avoid this in the nets. This issue is not new with Jadeja; it has only gotten worse," he added.
133717849
India won the two-match series 1-0, with victory by 165 runs in the opening Test in Galle before the second Test in Colombo ended in a draw. India's next Test ******* ignments will come with a tour of New Zealand scheduled for November before Australia travel to India for a five match Test series beginning in January 2027.

#India #dasgupta #colombo #second

Sacks are among the most detrimental occurrences to an NFL offense. From 2020-2024, a drive's odds of scoring plummeted from 41.2% to 23.3% if just one sack occurred on that drive.
Similarly, the average points per drive fell from 2.26 to just 1.03.
Thus, an offense's and quarterback's ability to avoid these sacks and mitigate the losses when they do occur can be the factor that determines wins and losses.
The 2025 Tennessee ***** ans, for instance, lost 128 expected points to sacks last season, whereas the Denver Broncos lost just 39.04.
While it is a no-brainer that offensive line play has a massive impact on how often a quarterback is pressured and, thus sacked, a quarterback's ability to avoid sacks has just as big an impact.

#sacks #thus #drive #similarly

It's 11:30 p.m. on Tuesday, and 19-year-old Delsina Desanctes is standing outside the Palazzo de Cinema — the iconic venue where the Venice Film Festival takes place — surrounded by umbrellas, suitcases, sleeping bags and even a tent.
"I'm hoping to see Sydney Sweeney, Kendall Jenner and Jonathan Bailey," says Desanctes, who traveled to Lido from Rome. (None of them are at the fest for movies; they're attending as brand ambassadors for Armani.)
More from Variety
Venice Jury President Maggie Gyllenhaal Says Films Are 'Fundamentally, Unavoidably Political' and Questions Lack of Female Directors in Competition: 'There's a Systemic Problem'
Ruben Östlund's Plattform Produktion Boards Jessica Hausner's Satirical Drama 'Toxic' Ahead of Venice Gap-Financing Market (EXCLUSIVE)

#film

The indicator that caught my eye this week is good ol' Bollinger Bands. Bollinger Bands are one of the most popular technical indicators and are available on any charting software that I've seen. Bollinger Bands typically use a 20-day moving average as the centerline, and upper and lower bands are drawn two standard deviations above and below the moving average. The conventional way to interpret the indicator is that when the stock closes below the lower Bollinger Band, it's oversold. When it closes above the top band, it's considered overbought.
What caught my eye was that at the close on Monday, the S&P 500 Index (SPX) was within 1.5% of its all-time high, but many stocks had Bollinger Band signals, and a large majority of them were to the downside. I wondered if this was common and if it could tell us anything about what to expect from the market going forward.
Also, one of the largest and most popular stocks, Apple (AAPL), was one of just a handful of stocks that recently signaled above its top Bollinger Band. In the article below, I dig into AAPL's historical signals to see how the stock tends to perform based on the indicator.
On Monday, the SPX was still within 1.5% of its all-time high (it fell below that today). Over the previous 10 days, there were over 100 Bollinger Band signals, and over two-thirds of those signals were stocks closing below their lower Bollinger Bands, as opposed to closing above the top bands.
Going back to 2016 and using the criteria above (SPX within 1.5% of the high, over 100 Bollinger Band signals, and over two-thirds of them oversold), there have been 20 previous signals. To avoid bunches of signals, I only considered the first signal over a 20-day period. The table below summarizes the SPX returns after these signals. The second table below shows typical index returns for comparison.

#signals #band

Medicare drug plans can silently shift on January 1, moving drugs to costlier tiers, adding prior authorization, or dropping coverage entirely without notice.
A $0-premium plan can cost more annually than a higher-premium plan if it places your maintenance drugs on unfavorable tiers.
Check your Annual Notice of Change each fall and compare total annual drug costs in Medicare Plan Finder, not just premiums, to avoid January surprises.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A 72-year-old walks into her pharmacy on January 5 and hands over the same prescription she has filled every month for three years. The copay was $12 in December. Now the pharmacist is asking for $87.

#january #plan #drugs #check

Tesla
TSLA
-3.22%
stock rose Monday with investors waiting for more self-driving updates. The company continues to work on its
autonomous driving technology
. Pothole avoidance is coming soon, according to
Elon Musk
.
TSLA
-3.22%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#Monday

Tesla stock shot to the top of the S&P 500 on Monday. Shares rose more than 5% over the course of the day, according to MarketSurge.
There was no immediate catalyst for the stock. However, a series of developments over the weekend may have been responsible for the rally. CEO Elon Musk made comments about future updates to Tesla's self-driving software. When an X user said they would like their "Tesla to be able to avoid potholes," Musk replied: "Coming soon."
Any remarks about upgrades to Full Self-Driving tend to catch investors' attention, given the software's importance to Tesla's future.
Musk also hinted at an imminent release of Cybercabs in Austin, Texas. The long-awaited launch of Tesla's robotaxi-specific EV model would be a notable milestone for its still nascent service. Last month, when Musk and team, told investors the robotaxi expansion would be slow, the stock tanked.
Stock Market Today: Dow Skids, Oil Stock Tests Entry

#Stock

Week 1 of the NFL season is on the horizon and we're about to enter the REAL start of the college football season this weekend. But it's not too early to peek at the talent expected to hear their names called in the 2027 NFL Draft.
Here is my first big board, ranking players Nos. 1-31 and a list of 10 to watch who could break into the mix later this season. Why 31 instead of 30? You'll see why I gave both of those ranked players, each quarterbacks, some shine.
Manning is an excellent athlete with size. He plays with a proper timing on plays when working from the pocket, but he can also throw consistently on the move and has the toughness and core strength to get any throw off no matter his platform or how muddy the pocket is or how he is getting hit. He has a good arm that he unlocks because of his creativity, ability to anticipate and willingness to push the football down the field. Manning's quick throwing motion unlocks underneath throws and he already has advanced feel in the pocket. He constantly keeps his eyes downfield, which allows him to get the ball off and avoid sacks, turning negative plays to positive, or even explosive ones.
His progression as a player was overlooked last year after an early-season loss to Ohio State and Texas having to gut out several wins, but his play, along with his tools, indicated a future No. 1 draft pick despite what looked like lackluster performances. There's a lot of hype, but he looks like he's worth it.
A force of nature at receiver, Smith has been a standout player and absurdly productive at every level of his career. He is strong, explosive, and has an excellent build that allows him to bounce off tackles and constantly eat up yards after the catch. His power as a player makes him dangerous on in-breakers that allow him to build up speed and get downhill in a hurry, and his speed and burst out of breaks make him dangerous. Even without pristine route refinement, Smith is still dominant. It's hard to compare any athlete to Julio Jones, and welp, here we are with Smith. At worst you're looking at a Josh Gordon-like player.

#player #like

NEW YORK (AP) — Alexander Zverev rallied just in time to avoid becoming the first men's No. 1 seed to lose in the first round of a Grand Slam tournament since 2003, edging Lorenzo Sonego 6-4, 3-6, 6-7 (7), 7-5, 6-4 in a match that ended Wednesday morning.
Zverev won his first major **** le at the French Open, lost to top-ranked Jannik Sinner in the Wimbledon final, then became the No. 1 seed in a major for the first time when Sinner had to withdraw with a right knee injury.
He couldn't cash in on repeated chances to break Sonego's serve for much of the night and was in danger of becoming the first top-seeded man to fall in his first match in a major since Ivo Karlovic beat Lleyton Hewitt at Wimbledon in 2003.
It hasn't happened at the U.S. Open since Stefan Edberg lost to Alexander Volkov in 1990. Zverev finally broke through against Sonego's serve late to pull out the match in 4 hours, 52 minutes.
Zverev is 7-0 against Sonego, an Italian who came in 1-9 against top-10 men in Grand Slams. But Sonego's speed around the court allowed him to track down **** that on other nights would have been winners, and he came up with enough clutch serves to make Zverev just 5 for 22 on break points for the match.

#zverev #first #match #sonego

Denny Hamlin posted an 11th-place finish in last Saturday's ***** e Zero Sugar 400 at Daytona. However, there was confusion on the driver of the No. 11's end on why he finished where he did.
Based on the timing of when the caution came on the final lap of Saturday's NASCAR Cup Series race, Hamlin believes he scored a top-10 result. Instead, the 45-year-old was ranked 11th, while Josh Berry earned a ninth-place run.
The call to place Hamlin 11th left the Cup Series points leader puzzled after the race.
It did not matter to Hamlin where he finished at Daytona. Because the Joe Gibbs Racing star had already locked up the top seed for the Chase, he was not concerned about points.
However, Hamlin had a discussion with NASCAR following the race as he revealed on his "Actions Detrimental" podcast. Hamlin plans to have a follow-up discussion about the caution light procedure in the future to avoid future misunderstandings.

#race #daytona #however

If there was any team that needed a win — really, really needed a win — it was the Colorado Rockies. Their odds of avoiding another 100-loss season were sagging by the day, and they were drowning after their 10th consecutive loss at Coors Field.
Making things worse were Monday night's near win that ended in heartbreak thanks to a Colton Cowser bottom-of-the-ninth home run robbery.
But the Rockies came to play on Tuesday and finished the evening having defeated the Orioles 4-2 and ended that home-field losing streak — their first win at Coors Field since August 2.
"I think it was a good win," manager Warren Schaeffer said after the game. "It's good to see the boys get rewarded with a W tonight."
Jake McCarthy picked up where he left off on Monday night with a lead0ff double (28). He got to third, when, with two outs, TJ Rumfield took his 65th walk, leaving runners at the corners. However, Cole Carrigg flew out to second to end the threat.

#coors #loss

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Digi International Inc. (NASDAQ:DGII) as a material contributor. Digi International Inc. (NASDAQ:DGII) provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States and internationally. On August 28, 2026, Digi International Inc. (NASDAQ:DGII) closed at $75.77 per share. Over the past month, Digi International Inc. (NASDAQ:DGII) returned 6.61%, while its shares have gained 116.16% in the last 52 weeks. Digi International Inc. (NASDAQ:DGII) has a market capitalization of $2.88 billion, and its stock has traded within a 52-week range of $33.41 to $86.84.
Riverwater Partners Small Cap Strategy stated the following regarding Digi International Inc. (NASDAQ:DGII) in its Q2 2026 investor letter:
"Digi International Inc. (NASDAQ:DGII), our industrial internet-of-things connectivity holding, gained approximately 55% as demand for connected infrastructure accelerated alongside the broader AI and automation buildout. Given its expansion into one of our largest holdings, we trimmed modestly during the quarter to fund new ideas and maintain sizing discipline."

#NASDAQ #strategy #riverwater #partners

Azariah Levells is back — and right on time, too.
A New Mexico district judge granted the Lobo cornerback's motion for an expedited temporary restraining order against the NCAA on Monday, allowing him to return to UNM for the time being.
While the fifth-year senior's restraining order is based only on preliminary findings, it made him eligible to rejoin UNM's roster ahead of Monday's cutoff date. Levells has since returned to practice and will be available to play Saturday in the Lobos' season opener against Central Michigan.
"The ordinary time required to notice and brief this motion would itself moot the relief sought and inflict the very harm (Levells) seeks to avoid," read the court order signed by Judge Beatrice Brickhouse of the 2nd Judicial District Court.
But unlike Brett Karhu — another Lobo granted a restraining order last week — Levells likely has more work to do. His motion was filed ex parte, meaning the NCAA has had no opportunity to respond.

#motion #lobo

MD Sass, a boutique ****** et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted Knight-Swift Transportation Holdings Inc. (NYSE:KNX). Knight-Swift Transportation Holdings Inc. (NYSE:KNX) is a freight transportation services provider that operates through Truckload, Less-than-truckload (LTL), Logistics, and Intermodal segments. On August 28, 2026, Knight-Swift Transportation Holdings Inc. (NYSE:KNX) closed at $67.24 per share, reflecting a market capitalization of $10.94 billion. Knight-Swift Transportation Holdings Inc. (NYSE:KNX) posted a one‑month return of ‑1.04%, while its shares gained 54.24% over the past 52 weeks.
MD Sass Concentrated Value Strategy stated the following regarding Knight-Swift Transportation Holdings Inc. (NYSE:KNX) in its Q2 2026 investor letter:
"Knight-Swift Transportation Holdings Inc. (NYSE:KNX) operates the largest full-truckload fleet in North America and operates approximately 21,000 tractors across its irregular route and dedicated fleets. Excluding fuel surcharges and intersegment transactions, Truckload represents approximately 63% of revenue, less-than-truckload represents 19%, logistics 8%, and intermodal 5%.
Trucking is a cyclical, fragmented, and historically low-margin business, and for those reasons we have avoided it. So why own it now? We believe the industry is entering a rate cycle that is meaningfully different from the demand-driven cycles of the past. This cycle is being manufactured on the supply side through a combination of economic attrition, regulatory enforcement, and increased legal liability. Importantly

The Green Bay Packers' initial 53-man roster entering the 2026 season has been finalized, and it contains an oddity in that Green Bay opted to keep seven defensive tackles.
That is more than they have rostered in Brian Gutekunst's tenure as general manager and the most since 2013. It is a different world from where the Packers were a year ago, as the defensive tackle position looked thin entering the season and was decimated by the end of it.
The fact they have decided to keep so many this time around is perhaps a consequence of wanting to avoid such a situation again, but it is more so a testament to the work done to fortify the room this offseason, as well as some impressive growth by various preexisting players.
Javon Hargrave via free agency and Chris McClellan were the headline additions and along with Devonte Wyatt and Karl Brooks, made the position look stronger.
Beyond those four, no one else was certain of a roster spot entering training camp. In the end, so many other players impressed that the Packers had no choice but to keep seven.

#keep #defensive #position

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted The Middleby Corporation (NASDAQ:MIDD). The Middleby Corporation (NASDAQ:MIDD) is a leading player in the foodservice industry. On August 28, 2026, The Middleby Corporation (NASDAQ:MIDD) closed at $112.75 per share. The one-month return of The Middleby Corporation (NASDAQ:MIDD) was -17.98% and its shares gained 1.19% over the past 52 weeks. The Middleby Corporation (NASDAQ:MIDD) has a market capitalization of $5.14 billion with a 52-week trading range between $89.14 - $148.55.
Riverwater Partners Small Cap Strategy stated the following regarding The Middleby Corporation (NASDAQ:MIDD) in its Q2 2026 investor letter:
"In May we established a position in The Middleby Corporation (NASDAQ:MIDD), the commercial foodservice and food processing equipment leader, funded by trims of Modine (MOD) and Kodiak Gas Services (KGS). Middleby delivered its strongest organic growth in two years, with commercial foodservice up nearly 10% and food processing up 25%, repurchased almost 5% of its shares outstanding in a single quarter, and set a July 6 date for the spin-off of its food processing business. We believe the separation will let the market properly value two focused businesses, and we wanted to own the company ahead of that catalyst."

#middleby #small #riverwater #partners

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted PDF Solutions, Inc. (NASDAQ:PDFS). PDF Solutions, Inc. (NASDAQ:PDFS) provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services. On August 28, 2026, PDF Solutions, Inc. (NASDAQ:PDFS) closed at $44.81 per share. One-month return of PDF Solutions, Inc. (NASDAQ:PDFS) was -7.31% and its shares gained 117.56% over the past 52 weeks. PDF Solutions, Inc. (NASDAQ:PDFS) has a market capitalization of $1.89 billion.
Riverwater Partners Small Cap Strategy stated the following regarding PDF Solutions, Inc. (NASDAQ:PDFS) in its Q2 2026 investor letter:
"PDF Solutions, a provider of yield ***** ytics and data software for semiconductor manufacturers, returned approximately 52% in the quarter. During May, long-time strategic holder Advantest exited its entire 8% stake through an upsized secondary offering, with PDF selling additional shares alongside to fund general corporate purposes and potential debt reduction. We interpreted the heavily oversubscribed deal as a sign of management taking control of its own destiny, and we used the offering-related weakness to add a full percentage point to the position, funded by a sale of Veeco (VECO) to keep our overall semiconductor exposure in check. Late in the quarter we trimmed a portion of the position after the sharp run, consistent with our practice of harvesting gains in extended semiconductor names..." (Click here to read the full text)

#solutions #quarter #investor #lette

College football is officially back, and after a handful of games took place last Saturday during Week 0, the rest of the country gets back on the field from Thursday to Monday during Week 1. It's the first full college football weekend of the season, and the long offseason is finally over.
Here at Sooners Wire, we'll certainly have our eyes all over the season-opening game for the Oklahoma Sooners, which will take place in Norman on Friday at 7 p.m. against the UTEP Miners. However, with a full slate of games for the first time since late November, there will be plenty of intriguing matchups to keep an eye on during Labor Day weekend.
Here are the top five games to watch in Week 1.
Louisville and Ole Miss will face off at a neutral site at Nissan Stadium in Nashville, Tennessee for the Liberty Mutual Music City Kickoff. The Cardinals are viewed as a dark horse team in the ACC heading into this season, and they'll have a big stage to make an early statement in non-league action. Head coach Jeff Brohm and quarterback Lincoln Kienholz will look to get off to a fast start in 2026.
On the other sideline, star quarterback Trinidad Chambliss leads the Rebels after a run in the College Football Playoff last year. It's Pete Golding's first full season as head coach, and his team has very high expectations this fall. The whole country will be watching, and the Rebs need to avoid the early setback.

#Sooners

Scotland and the Netherlands have tied their one-day-international series 1-1 after the third match was abandoned without a ball being bowled at Stirling County following heavy and persistent rain throughout the day.
The series was arranged at short notice as the Dutch women sought to regain their ODI ranking and avoid a substantial funding cut next year.
The visitors won the opening match by 58 runs at Clydesdale, with the Scots securing a convincing nine-wicket victory in a rain-affected second in Stirling.
However, it does mean that the Dutch have done enough to secure their ranking and much-needed funds.
Notifications, social media and more with BBC Sport

#clydesdale

Prince Harry and Meghan Markle arrived in the U.K. on Aug. 26 for an extended period
A source close to the royal family recently told PEOPLE that the move presents Harry with the "best opportunity" to patch up his relationship with his brother, Prince William
However, another source said William and wife Kate Middleton are avoiding any "knee-jerk reactions" to the Sussexes' move
Prince William and Kate Middleton are quietly navigating Prince Harry and Meghan Markle's move back to the U.K.
Harry, 41, and Meghan, 45, have relocated their family to the U.K. for an extended period after more than six years in California. Their children, Prince Archie, 7, and Princess Lilibet, 5, will begin school in Britain this month. The family arrived in the U.K. on Aug. 26, though details about their home and school are being kept private.

#kate

Just because an NFL player is injured and will be on the shelf -- for a little (or longer) while -- doesn't mean you should completely avoid him in fantasy football.
This is especially true if you have some IR spots that can be filled with a player who is on the actual injured reserve list. Sometimes, the best strategy with a talented player like that is to wait until the later rounds when that player is overlooked and to ***** them with a late pick.
In this case, we're ranking the names who could be noteworthy IR stashes in your draft. Let's run through some of them and rank them based on priority:
Obviously, rookie Jadarian Price is going to handle a lot of work from the get-go, and we may see more George Holani than we think. But Charbonnet is coming back from a torn ACL in the playoffs, and when he does return, it's possible he'll get more work than you think he might. I'd take him late and stash him in the hopes that he's a factor by the middle of the season.
Jeremiyah Love is injured and a rookie. Tyler Allgeier will have a role. And Conner? The veteran with a foot injury will miss at least the first four games. Given some of the uncertainty here, I'd recommend a stash in the hopes that he's a factor in the offense sometime in October or November.

#sometimes

One of the hardest things to do for players on the PGA Tour is work to improve their game while trying to win every week against the best players in the world. But now, with the 2026 PGA Tour season concluded, Golfweek is taking a statistical look to see which players improved the most in key areas of the game, year over year. The first part of the series (PGA Tour most improved in 2026: Driving distance, strokes gained off tee) can be found here.
In his 2014 book "Every Shot Counts: Using the Revolutionary Strokes Gained Approach to Improve Your Golf Performance and Strategy," Columbia professor Dr. Mark Brodie dispelled the longstanding myth that pros "Drive for show and putt for dough."
What Brodie's research found was that the golfers who are consistently contending for wins on the PGA Tour and who earn the most money tend to be players who are elite **** trikers because they avoid making big numbers and get more chances to score birdies.
Making more putts combines improving in three skills: reading greens, judging the ideal speed and making a repeatable, high-quality putting stroke. As any golfer at any level will tell you, getting better at putting is hard, but the players in the table below did it better than anyone on the PGA Tour last season.
While there are several other putting stats that are tracked by the PGA Tour, Strokes Gained: Putting is the most accurate **** sment of a golfer's putting performance because it isolates putting. Counting stats, like three-putt avoidance as an example, inherently include other aspects of a player's game.

#tour #players #gained #performance