9 mins. ago
Castleford Tigers head coach Ryan Carr is to miss Friday's home game against Hull KR for "personal reasons".
The Super League side confirmed on Wednesday that director of rugby Chris Chester and coaches Rob Nickolay and Scott Murrell will lead the team for the match against the Robins.
The Tigers said they will be supported by ex-Man of Steel Adrian Vowles, with the Australian back at the club this week to host a function.
Carr was appointed Tigers head coach on a three-year deal last August after a spell as **** istant at NRL side St George Illawarra Dragons.
Cas are 11th in the 14-team table and have lost five of their past six matches.
#head #ryan #super
The Super League side confirmed on Wednesday that director of rugby Chris Chester and coaches Rob Nickolay and Scott Murrell will lead the team for the match against the Robins.
The Tigers said they will be supported by ex-Man of Steel Adrian Vowles, with the Australian back at the club this week to host a function.
Carr was appointed Tigers head coach on a three-year deal last August after a spell as **** istant at NRL side St George Illawarra Dragons.
Cas are 11th in the 14-team table and have lost five of their past six matches.
#head #ryan #super
32 mins. ago
CharlesOliveira has vowed that AllanNascimento's legacy will live on through Chute Boxe following the death of his longtime teammate.
Wednesday, Aug. 5, marked a solemn day for the Brazilian gym asmembers of the Chute Boxe family gathered to pay their finalrespects to Nascimento. Teammates and coaches formed a guard ofhonor and applauded as Nascimento's casket was carried by membersof the academy.
After Nascimento's funeral, Oliveira shared an emotional message onhis Instagram Stories while fighting back tears. The formerlightweight champion and current BMF ***** leholder promised thatNascimento's impact would continue to inspire the team.
"Allanzito, you were always an example of commitment, disciplineand character to our team," Oliveira said. "Be sure your legacywill never be forgotten. Now we have something even greater tofight for. Every time we step into the cage, you will be there withus, yelling 'Heeyyy.' The spirit of Chute Boxe has only grownstronger."
Nascimento died after suffering a heart attack in his sleep. He was34 years old. "Puro Osso" signed with the Ultimate Fighting Championship in 2021, competing in theflyweight division. He had won four of his six Octagon appearancesbefore his death.
#chute #wednesday #brazilian
Wednesday, Aug. 5, marked a solemn day for the Brazilian gym asmembers of the Chute Boxe family gathered to pay their finalrespects to Nascimento. Teammates and coaches formed a guard ofhonor and applauded as Nascimento's casket was carried by membersof the academy.
After Nascimento's funeral, Oliveira shared an emotional message onhis Instagram Stories while fighting back tears. The formerlightweight champion and current BMF ***** leholder promised thatNascimento's impact would continue to inspire the team.
"Allanzito, you were always an example of commitment, disciplineand character to our team," Oliveira said. "Be sure your legacywill never be forgotten. Now we have something even greater tofight for. Every time we step into the cage, you will be there withus, yelling 'Heeyyy.' The spirit of Chute Boxe has only grownstronger."
Nascimento died after suffering a heart attack in his sleep. He was34 years old. "Puro Osso" signed with the Ultimate Fighting Championship in 2021, competing in theflyweight division. He had won four of his six Octagon appearancesbefore his death.
#chute #wednesday #brazilian
41 mins. ago
MichaelOliveira has no intention of following the growing trend ofwelterweights moving up to middleweight.
Fresh off an impressive Ultimate Fighting Championship debut in Serbia, the unbeatenBrazilian told Sherdog he plans to spend the remainder of hiscareer competing at welterweight despite carrying significantlymore weight outside camp.
Oliveira, who improved to 10-0 and recorded his ninth knockoutvictory at UFC Belgrade, acknowledged that making the welterweight limitis demanding. However, he said the process is manageable with thehelp of nutrition and weight-cut specialist Rogerio Camoes.
"I think because I arrived late to the weigh-in, a lot of peopleassumed I had trouble making weight," Oliveira told Sherdog. "Theodds in my favor even dropped, but the truth is everything isplanned. I make 77 kilograms (170 pounds) without much difficulty,mainly because I work with Rogerio Camoes. He has worked withAndersonSilva, RonaldoSouza and RafaelCavalcante. He knows exactly what he's doing."
Although Oliveira entered the Octagon at just over 90 kilogramsafter making the welterweight non-title limit, he dismissed anysuggestion that he could eventually follow fighters such asKhamzatChimaev to middleweight.
"The plan is to stay at welterweight until the end of mycareer—another nine or 10 years—without any issues," Oliveirasaid.
The Brazilian also revealed that he is targeting a Novemberreturn.
"I'm planning to come back in November, but if the UFC calls, wewill be ready," the Dana White's Contender Series signee added.
#camoes #middleweight #told #without
Fresh off an impressive Ultimate Fighting Championship debut in Serbia, the unbeatenBrazilian told Sherdog he plans to spend the remainder of hiscareer competing at welterweight despite carrying significantlymore weight outside camp.
Oliveira, who improved to 10-0 and recorded his ninth knockoutvictory at UFC Belgrade, acknowledged that making the welterweight limitis demanding. However, he said the process is manageable with thehelp of nutrition and weight-cut specialist Rogerio Camoes.
"I think because I arrived late to the weigh-in, a lot of peopleassumed I had trouble making weight," Oliveira told Sherdog. "Theodds in my favor even dropped, but the truth is everything isplanned. I make 77 kilograms (170 pounds) without much difficulty,mainly because I work with Rogerio Camoes. He has worked withAndersonSilva, RonaldoSouza and RafaelCavalcante. He knows exactly what he's doing."
Although Oliveira entered the Octagon at just over 90 kilogramsafter making the welterweight non-title limit, he dismissed anysuggestion that he could eventually follow fighters such asKhamzatChimaev to middleweight.
"The plan is to stay at welterweight until the end of mycareer—another nine or 10 years—without any issues," Oliveirasaid.
The Brazilian also revealed that he is targeting a Novemberreturn.
"I'm planning to come back in November, but if the UFC calls, wewill be ready," the Dana White's Contender Series signee added.
#camoes #middleweight #told #without
47 mins. ago
Baseball is a funny sport sometimes. There aren't very many sports or opportunities in life where you can get embarrassed and then come back less than 24 hours later to face the exact same team and completely flip the script and result of the two contests. Thankfully, baseball isn't most sports and that's exactly what the D-Backs were able to accomplish on Wednesday night, taking a shutout performance all the way into the top of the ninth while absolutely teeing off on San Diego pitching throughout the night. The victory not only gave the D-Backs some extra padding in their Wild Card lead, but also put them that much closer to securing the season series against the Friar's – an important tiebreak consideration as we enter the last quarter of the season and sprint towards the playoffs.
The starting rotation has been a weakness for the team throughout the season – led by disappointing results from Merrill Kelly and Zac Gallen. That disappointment and weakness has opened the opportunity for a pair of rookies to make their case for a rotation spot in Mitch Bratt and Kohl Drake, two of the three players the Rangers exchanged in the Merrill Kelly trade last season. The two rookies have had an uneven introduction to the big leagues in their first eight combined starts, but Bratt's sixth career start was a huge step forward, giving the youngster his first big league win. I don't want to overstate the performance. It's always impressive when a rookie is able to complete seven innings of scoreless baseball, regardless of the relative weakness of the opposing offense. But it's also not as if Bratt had pinpoint command of all of his pitches, throwing slightly more than half of his 92 pitches on the night for a strike.I think it's more accurate to describe the outing as effectively wild rather than wildly effective. Regardless, limiting the Padres to just three walks is an important developmental milestone for the young lefty whose walk rate has skyrocketed since making his debut and will be a closely watched development moving forward.
Of course, with the way the Arizona offense was cooking tonight, an effective position player could have likely earned a win on the mound. It was exactly the kind of balanced offensive attack that Torey Lovullo often preaches with valuable contributions coming from nearly every player in the lineup as seven out of nine of the starters got at least one hit or more. Even better, it didn't overly rely on a single method for scoring, but featured sacrifice flies, home runs, and timely hits with runners in scoring position. They got the party started in the third with a sacrifice fly from Gabriel Moreno scoring Corbin Carroll who had walked, stolen second, and moved to third already. Tim Tawa added another run on a two-out blast off a lifeless splitter, but it wasn't until the fourth that the party really started. After James McCann led off the inning with a harmless flyout, his teammates started a hit parade with five straight k
The starting rotation has been a weakness for the team throughout the season – led by disappointing results from Merrill Kelly and Zac Gallen. That disappointment and weakness has opened the opportunity for a pair of rookies to make their case for a rotation spot in Mitch Bratt and Kohl Drake, two of the three players the Rangers exchanged in the Merrill Kelly trade last season. The two rookies have had an uneven introduction to the big leagues in their first eight combined starts, but Bratt's sixth career start was a huge step forward, giving the youngster his first big league win. I don't want to overstate the performance. It's always impressive when a rookie is able to complete seven innings of scoreless baseball, regardless of the relative weakness of the opposing offense. But it's also not as if Bratt had pinpoint command of all of his pitches, throwing slightly more than half of his 92 pitches on the night for a strike.I think it's more accurate to describe the outing as effectively wild rather than wildly effective. Regardless, limiting the Padres to just three walks is an important developmental milestone for the young lefty whose walk rate has skyrocketed since making his debut and will be a closely watched development moving forward.
Of course, with the way the Arizona offense was cooking tonight, an effective position player could have likely earned a win on the mound. It was exactly the kind of balanced offensive attack that Torey Lovullo often preaches with valuable contributions coming from nearly every player in the lineup as seven out of nine of the starters got at least one hit or more. Even better, it didn't overly rely on a single method for scoring, but featured sacrifice flies, home runs, and timely hits with runners in scoring position. They got the party started in the third with a sacrifice fly from Gabriel Moreno scoring Corbin Carroll who had walked, stolen second, and moved to third already. Tim Tawa added another run on a two-out blast off a lifeless splitter, but it wasn't until the fourth that the party really started. After James McCann led off the inning with a harmless flyout, his teammates started a hit parade with five straight k
1 hr. ago
Bayern Munich's basketball division will be undergoing an upgrade on their facilities, which will be shared by the youth football players as per the club's official website:
The future begins now: FC Bayern München eV has applied to the city for permission for the construction of a basketball performance centre at the FC Bayern Campus. President Herbert Hainer recently confirmed the plans for a new headquarters for the FCBB's basketball organisation, which have been in the works for years. With this groundbreaking project, the seven-time German champions aim to bring their sporting infrastructure up to the highest international standards and further expand their youth development programmes. The complex is also designed to include shared ****** es that will be used by FCB footballers from the Campus.
The modern training centre is set to become the home of all FC Bayern Basketball teams in the future: from the EuroLeague team to the second team (ProB South) and the youth teams, with a competition arena to be integrated for the young talents. The entire office will also move from BMW Park to the Campus grounds. Construction is scheduled to begin in early 2027, and the project is expected to take about two years to complete.
FC Bayern München eV is the developer of the new training centre and the club is also the sole shareholder of FC Bayern München Basketball GmbH. The project is being carried out by SHA Scheffler Helbich Architekten GmbH; the Dortmund-based firm won the architectural competition and has extensive experience in sports infrastructure projects.
Since returning to the Bundesliga in 2011, the FCBB pros have been playing and training at the basketball arena in Munich's Westpark – now known as BMW Park – which opened in 1972 for the Summer Olympics. The club's steadily growing administrative offices have also been housed there ever since. Even after the team moves into the planned training centre on the campus grounds, BMW Park is set to remain an attractive venue for games and events. The arena has been successfully operated and marketed by the tenant, FCBB, for several years.
#Basketball #campus #park
The future begins now: FC Bayern München eV has applied to the city for permission for the construction of a basketball performance centre at the FC Bayern Campus. President Herbert Hainer recently confirmed the plans for a new headquarters for the FCBB's basketball organisation, which have been in the works for years. With this groundbreaking project, the seven-time German champions aim to bring their sporting infrastructure up to the highest international standards and further expand their youth development programmes. The complex is also designed to include shared ****** es that will be used by FCB footballers from the Campus.
The modern training centre is set to become the home of all FC Bayern Basketball teams in the future: from the EuroLeague team to the second team (ProB South) and the youth teams, with a competition arena to be integrated for the young talents. The entire office will also move from BMW Park to the Campus grounds. Construction is scheduled to begin in early 2027, and the project is expected to take about two years to complete.
FC Bayern München eV is the developer of the new training centre and the club is also the sole shareholder of FC Bayern München Basketball GmbH. The project is being carried out by SHA Scheffler Helbich Architekten GmbH; the Dortmund-based firm won the architectural competition and has extensive experience in sports infrastructure projects.
Since returning to the Bundesliga in 2011, the FCBB pros have been playing and training at the basketball arena in Munich's Westpark – now known as BMW Park – which opened in 1972 for the Summer Olympics. The club's steadily growing administrative offices have also been housed there ever since. Even after the team moves into the planned training centre on the campus grounds, BMW Park is set to remain an attractive venue for games and events. The arena has been successfully operated and marketed by the tenant, FCBB, for several years.
#Basketball #campus #park
4 hours ago
Greenskeeper **** et Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum stocks and toward companies supported by reasonable valuations. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its second-quarter 2026 investor letter, Greenskeeper **** et Management highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On August 03, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $372.47 per share, reflecting a market capitalization of $4.56 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of 2.43%, while its shares gained 90.70% over the past 52 weeks.
Greenskeeper **** et Management stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG), +23.2%, was our third-best performer in the quarter. After more than two years of market concern that AI chatbots would cannibalize Google's core search business, recent results are proving those fears unfounded. Boosted by AI Overviews and AI mode, Search revenue grew nearly 20% in the most recent quarter. This performance was driven primarily by higher paid-click volume, alongside a modest rise in revenue per click— demonstrating that AI integration is enhancing, rather than displacing, the platform's core value proposition. Alphabet's Cloud division is showing even stronger momentum: its backlog has nearly doubled, while operating margins expanded to 33%, highlighting both robust demand and expanding operating leverage. Meanwhile, management continues to invest heavily in compute infrastructure. With market-leading positions across search, cloud, digital advertising, and AI, we believe Alphabet remains exceptionally well-positioned to earn strong returns on its capex and compound intrinsic value over time."
Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 201 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the first quarter, compared to 203 in the previous quarter. In 2025, Alphabet Inc. (NASDAQ:GOOG) achieved its first-ever $400 billion annual revenue and in Q1 2026 its consolidated revenue reached $109.9 billion, up 22% or 19% in constant currency. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) 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 s
In its second-quarter 2026 investor letter, Greenskeeper **** et Management highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On August 03, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $372.47 per share, reflecting a market capitalization of $4.56 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of 2.43%, while its shares gained 90.70% over the past 52 weeks.
Greenskeeper **** et Management stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG), +23.2%, was our third-best performer in the quarter. After more than two years of market concern that AI chatbots would cannibalize Google's core search business, recent results are proving those fears unfounded. Boosted by AI Overviews and AI mode, Search revenue grew nearly 20% in the most recent quarter. This performance was driven primarily by higher paid-click volume, alongside a modest rise in revenue per click— demonstrating that AI integration is enhancing, rather than displacing, the platform's core value proposition. Alphabet's Cloud division is showing even stronger momentum: its backlog has nearly doubled, while operating margins expanded to 33%, highlighting both robust demand and expanding operating leverage. Meanwhile, management continues to invest heavily in compute infrastructure. With market-leading positions across search, cloud, digital advertising, and AI, we believe Alphabet remains exceptionally well-positioned to earn strong returns on its capex and compound intrinsic value over time."
Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 201 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the first quarter, compared to 203 in the previous quarter. In 2025, Alphabet Inc. (NASDAQ:GOOG) achieved its first-ever $400 billion annual revenue and in Q1 2026 its consolidated revenue reached $109.9 billion, up 22% or 19% in constant currency. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) 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 s
4 hours ago
Greenskeeper ***** et Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum stocks and toward companies supported by reasonable valuations. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its second-quarter 2026 investor letter, Greenskeeper ***** et Management highlighted Elevance Health, Inc. (NYSE:ELV). Elevance Health, Inc. (NYSE:ELV) is a US-based health benefits company, which contributed to the portfolio's performance during the quarter. On August 03, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $382.77 per share, reflecting a market capitalization of $81.54 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -8.61%, while its shares gained 38.48% over the past 52 weeks.
Greenskeeper ***** et Management stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q2 2026 investor letter:
"Elevance Health, Inc. (NYSE:ELV) was another strong contributor during the quarter, gaining 32.1%. Profitability has begun to turn the corner following a challenging period marked by elevated medical cost inflation across its government sponsored insurance plans. While medical utilization remains elevated, cost trends have stabilized into a more predictable pattern, and government reimbursement updates were more favorable than expected. We anticipate 2026 will mark the bottom for operating margins, with disciplined repricing and better alignment between premiums and medical expenses driving an earnings recovery in 2027. Our investment thesis remains grounded in the strength of ELV's commercial health insurance franchise, which continues to perform well and provides a durable foundation for the company's long-term earnings power."
Elevance Health, Inc. (NYSE:ELV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 87 hedge fund portfolios held Elevance Health, Inc. (NYSE:ELV) at the end of the first quarter which was 78 in the previous quarter. While we acknowledge the potential of Elevance Health, Inc. (NYSE:ELV) 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.
#Health #elevance #NYSE #fund
In its second-quarter 2026 investor letter, Greenskeeper ***** et Management highlighted Elevance Health, Inc. (NYSE:ELV). Elevance Health, Inc. (NYSE:ELV) is a US-based health benefits company, which contributed to the portfolio's performance during the quarter. On August 03, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $382.77 per share, reflecting a market capitalization of $81.54 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -8.61%, while its shares gained 38.48% over the past 52 weeks.
Greenskeeper ***** et Management stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q2 2026 investor letter:
"Elevance Health, Inc. (NYSE:ELV) was another strong contributor during the quarter, gaining 32.1%. Profitability has begun to turn the corner following a challenging period marked by elevated medical cost inflation across its government sponsored insurance plans. While medical utilization remains elevated, cost trends have stabilized into a more predictable pattern, and government reimbursement updates were more favorable than expected. We anticipate 2026 will mark the bottom for operating margins, with disciplined repricing and better alignment between premiums and medical expenses driving an earnings recovery in 2027. Our investment thesis remains grounded in the strength of ELV's commercial health insurance franchise, which continues to perform well and provides a durable foundation for the company's long-term earnings power."
Elevance Health, Inc. (NYSE:ELV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 87 hedge fund portfolios held Elevance Health, Inc. (NYSE:ELV) at the end of the first quarter which was 78 in the previous quarter. While we acknowledge the potential of Elevance Health, Inc. (NYSE:ELV) 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.
#Health #elevance #NYSE #fund
4 hours ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Kosmos Energy Ltd. (NYSE:KOS). Kosmos Energy Ltd. (NYSE:KOS), a deepwater oil and gas exploration and production company, detracted from the Fund's performance during the quarter due to crude oil price weakness. On August 3, 2026, Kosmos Energy Ltd. (NYSE:KOS) closed at $2.53 per share. One-month return of Kosmos Energy Ltd. (NYSE:KOS) was 14.48%, and its shares gained 37.50% over the past 52 weeks. Kosmos Energy Ltd. (NYSE:KOS) has a market capitalization of $1.50 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its Q2 2026 investor letter:
"Kosmos Energy Ltd. (NYSE:KOS) is an independent offshore E&P company with producing ******* ets in the US Gulf of Mexico and Ghana. We own it because its offshore operating expertise, quality ******* ets, attractive reinvestment economics, and compelling valuation create a favorable risk/reward profile. The stock declined during Q2 due to broader crude oil price weakness following the reopening of the Strait of Hormuz. We believe oil undersupply could continue for months and that prices could remain above normal levels, even if the reopening progresses smoothly. Given the company's strong ******* ets, high returns on investment, attractive valuation, and reduced liquidity concerns, our investment thesis remains intact."
Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 43 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, up from 21 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) 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 al
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Kosmos Energy Ltd. (NYSE:KOS). Kosmos Energy Ltd. (NYSE:KOS), a deepwater oil and gas exploration and production company, detracted from the Fund's performance during the quarter due to crude oil price weakness. On August 3, 2026, Kosmos Energy Ltd. (NYSE:KOS) closed at $2.53 per share. One-month return of Kosmos Energy Ltd. (NYSE:KOS) was 14.48%, and its shares gained 37.50% over the past 52 weeks. Kosmos Energy Ltd. (NYSE:KOS) has a market capitalization of $1.50 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its Q2 2026 investor letter:
"Kosmos Energy Ltd. (NYSE:KOS) is an independent offshore E&P company with producing ******* ets in the US Gulf of Mexico and Ghana. We own it because its offshore operating expertise, quality ******* ets, attractive reinvestment economics, and compelling valuation create a favorable risk/reward profile. The stock declined during Q2 due to broader crude oil price weakness following the reopening of the Strait of Hormuz. We believe oil undersupply could continue for months and that prices could remain above normal levels, even if the reopening progresses smoothly. Given the company's strong ******* ets, high returns on investment, attractive valuation, and reduced liquidity concerns, our investment thesis remains intact."
Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 43 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, up from 21 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) 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 al
4 hours ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM), an American insurance company that provides medical and specialty insurance products, delivered strong performance during the quarter. On August 03, 2026, Humana Inc. (NYSE:HUM) closed at $374.50 per share. The one-month return of Humana Inc. (NYSE:HUM) was -5.10%, and its shares gained 47.17% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $44.97 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Humana Inc. (NYSE:HUM) in its Q2 2026 investor letter:
"Humana Inc. (NYSE:HUM) is one of the largest pure Medicare Advantage (MA) health insurer in the United States. Performance over the quarter was strong following news that the US agreed to increase 2027 payments for private MA plans above its initial proposal earlier in the year. The company's stock has been undervalued due to higher utilization by enrollees and uncertainty regarding reimbursement rates. We view these issues as temporary because the company reprices its business every year, which could lead to a recovery in margins."
Humana Inc. (NYSE:HUM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 61 hedge fund portfolios held Humana Inc. (NYSE:HUM) at the end of the first quarter, up from 53 in the previous quarter. While we acknowledge the potential of Humana Inc. (NYSE:HUM) 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.
#wiley #stocks
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM), an American insurance company that provides medical and specialty insurance products, delivered strong performance during the quarter. On August 03, 2026, Humana Inc. (NYSE:HUM) closed at $374.50 per share. The one-month return of Humana Inc. (NYSE:HUM) was -5.10%, and its shares gained 47.17% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $44.97 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Humana Inc. (NYSE:HUM) in its Q2 2026 investor letter:
"Humana Inc. (NYSE:HUM) is one of the largest pure Medicare Advantage (MA) health insurer in the United States. Performance over the quarter was strong following news that the US agreed to increase 2027 payments for private MA plans above its initial proposal earlier in the year. The company's stock has been undervalued due to higher utilization by enrollees and uncertainty regarding reimbursement rates. We view these issues as temporary because the company reprices its business every year, which could lead to a recovery in margins."
Humana Inc. (NYSE:HUM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 61 hedge fund portfolios held Humana Inc. (NYSE:HUM) at the end of the first quarter, up from 53 in the previous quarter. While we acknowledge the potential of Humana Inc. (NYSE:HUM) 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.
#wiley #stocks
4 hours ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Centene Corporation (NYSE:CNC) as a leading performance contributor. Centene Corporation (NYSE:CNC) is a US-based healthcare enterprise that offers services to underinsured and uninsured families and commercial organizations. On August 3, 2026, Centene Corporation (NYSE:CNC) closed at $63.76 per share, reflecting a market capitalization of $31.49 billion. Centene Corporation (NYSE:CNC) posted a one-month return of -3.57%, while its shares gained 146.27% over the past 52 weeks.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Centene Corporation (NYSE:CNC) in its Q2 2026 investor letter:
"Centene Corporation (NYSE:CNC) is a managed care organization focused on the Medicaid market, with approximately 28 million at-risk enrollees and one of the largest Medicaid market share among publicly traded peers. It is a capital-light business well positioned to potentially benefit as the U.S. continues shifting healthcare toward government-funded, cost-controlled programs. Centene outperformed sharply this quarter as adjusted EPS beat consensus by 48%, management raised full-year guidance, and investors gained confidence that the Medicaid margin recovery and ACA membership reset were both tracking ahead of plan."
Centene Corporation (NYSE:CNC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 72 hedge fund portfolios held Centene Corporation (NYSE:CNC) at the end of the first quarter, compared to 78 in the previous quarter. While we acknowledge the potential of Centene Corporation (NYSE:CNC) 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 fre
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Centene Corporation (NYSE:CNC) as a leading performance contributor. Centene Corporation (NYSE:CNC) is a US-based healthcare enterprise that offers services to underinsured and uninsured families and commercial organizations. On August 3, 2026, Centene Corporation (NYSE:CNC) closed at $63.76 per share, reflecting a market capitalization of $31.49 billion. Centene Corporation (NYSE:CNC) posted a one-month return of -3.57%, while its shares gained 146.27% over the past 52 weeks.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Centene Corporation (NYSE:CNC) in its Q2 2026 investor letter:
"Centene Corporation (NYSE:CNC) is a managed care organization focused on the Medicaid market, with approximately 28 million at-risk enrollees and one of the largest Medicaid market share among publicly traded peers. It is a capital-light business well positioned to potentially benefit as the U.S. continues shifting healthcare toward government-funded, cost-controlled programs. Centene outperformed sharply this quarter as adjusted EPS beat consensus by 48%, management raised full-year guidance, and investors gained confidence that the Medicaid margin recovery and ACA membership reset were both tracking ahead of plan."
Centene Corporation (NYSE:CNC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 72 hedge fund portfolios held Centene Corporation (NYSE:CNC) at the end of the first quarter, compared to 78 in the previous quarter. While we acknowledge the potential of Centene Corporation (NYSE:CNC) 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 fre
5 hours ago
Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.
Two Multiples, Two Opposite Answers
Amazon.com (AMZN) trades at 22.6 times earnings against 23.9 for the S&P 500, the cheaper of the two on the line buyers check first, though that headline P/E is flattered by a wide gap between net income and operating income: LTM net income of $135.3 billion runs $41.6 billion above operating income, lifted by non-operating gains including Amazon's stake in Anthropic. Switch to cash, and the answer inverts: pricier at 18.7 times operating cash flow against 15.7 for the index, with free cash flow negative outright over the trailing twelve months.
The Cloud Build Is Why Free Cash Flow Is Negative
Management now expects about $220 billion of cash capital spending in 2026, up from an earlier estimate of roughly $200 billion because memory got more expensive. Most of it supports AI and AWS, and it splits two ways: data centers, which take about two years to open and then earn for 30-plus years, and servers and networking equipment, which the company says break even in a little under three years. Earnings already show the profit; the cash statement carries the bill. Buying the earnings multiple means buying that bill too.
#cash #flow #operating #earnings
Two Multiples, Two Opposite Answers
Amazon.com (AMZN) trades at 22.6 times earnings against 23.9 for the S&P 500, the cheaper of the two on the line buyers check first, though that headline P/E is flattered by a wide gap between net income and operating income: LTM net income of $135.3 billion runs $41.6 billion above operating income, lifted by non-operating gains including Amazon's stake in Anthropic. Switch to cash, and the answer inverts: pricier at 18.7 times operating cash flow against 15.7 for the index, with free cash flow negative outright over the trailing twelve months.
The Cloud Build Is Why Free Cash Flow Is Negative
Management now expects about $220 billion of cash capital spending in 2026, up from an earlier estimate of roughly $200 billion because memory got more expensive. Most of it supports AI and AWS, and it splits two ways: data centers, which take about two years to open and then earn for 30-plus years, and servers and networking equipment, which the company says break even in a little under three years. Earnings already show the profit; the cash statement carries the bill. Buying the earnings multiple means buying that bill too.
#cash #flow #operating #earnings
5 hours ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Edwards Lifesciences Corporation (NYSE:EW). Edwards Lifesciences Corporation (NYSE:EW) is a medical technology company that provides products and technologies to treat advanced cardiovascular diseases. On August 3, 2026, Edwards Lifesciences Corporation (NYSE:EW) closed at $88.82 per share. The one-month return of Edwards Lifesciences Corporation (NYSE:EW) was -6.33% and its shares gained 12.09% over the past 52 weeks. Edwards Lifesciences Corporation (NYSE:EW) has a market capitalization of $51.14 billion.
Baron Health Care Fund stated the following regarding Edwards Lifesciences Corporation (NYSE:EW) in its Q2 2026 investor letter:
"Edwards Lifesciences Corporation (NYSE:EW) was a material tailwind in the period. Shares of Edwards, a medical technology company specializing in structural heart disease therapies, rose due to solid first quarter results and an updated Medicare coverage decision for transcatheter aortic valve replacement (TAVR), which has the potential to increase procedure volumes. We retain conviction as Edwards' lead in replacement therapies for mitral and tricuspid valves, which combined with a total addressable market that could approach the scale of core TAVR provides a durable and differentiated growth runway that competitors are years away from replicating."
Edwards Lifesciences Corporation (NYSE:EW) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Edwards Lifesciences Corporation (NYSE:EW) at the end of the first quarter which was 64 in the previous quarter. While we acknowledge the potential of Edwards Lifesciences Corporation (NYSE:EW) 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 tarif
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Edwards Lifesciences Corporation (NYSE:EW). Edwards Lifesciences Corporation (NYSE:EW) is a medical technology company that provides products and technologies to treat advanced cardiovascular diseases. On August 3, 2026, Edwards Lifesciences Corporation (NYSE:EW) closed at $88.82 per share. The one-month return of Edwards Lifesciences Corporation (NYSE:EW) was -6.33% and its shares gained 12.09% over the past 52 weeks. Edwards Lifesciences Corporation (NYSE:EW) has a market capitalization of $51.14 billion.
Baron Health Care Fund stated the following regarding Edwards Lifesciences Corporation (NYSE:EW) in its Q2 2026 investor letter:
"Edwards Lifesciences Corporation (NYSE:EW) was a material tailwind in the period. Shares of Edwards, a medical technology company specializing in structural heart disease therapies, rose due to solid first quarter results and an updated Medicare coverage decision for transcatheter aortic valve replacement (TAVR), which has the potential to increase procedure volumes. We retain conviction as Edwards' lead in replacement therapies for mitral and tricuspid valves, which combined with a total addressable market that could approach the scale of core TAVR provides a durable and differentiated growth runway that competitors are years away from replicating."
Edwards Lifesciences Corporation (NYSE:EW) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Edwards Lifesciences Corporation (NYSE:EW) at the end of the first quarter which was 64 in the previous quarter. While we acknowledge the potential of Edwards Lifesciences Corporation (NYSE:EW) 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 tarif
6 hours ago
Ocean Network Express (ONE) reported Q1 FY2026 revenue of US$4.539 billion and a net profit of $31 million, while lifting its full-year profit forecast sharply to $900 million from the prior $300 million guidance.
For the April–June period, the joint venture of three ****** an-based container carriers posted revenue of $4.54 billion, up from $4.05 billion in the year-ago fiscal quarter. Earnings before interest, taxes, depreciation and amortization (EBITDA) rose to $707 million from $616 million, while EBITDA margin improved to 15.6% from 15.2%.
That compares to EBITDA margin of 22.7% for competitors CMA CGM of France and 16.8% for Maersk (OTC: AMKBY)
Earnings before interest and taxes (EBIT) totaled $76 million against $38 million, while EBIT margin was better at 1.7% versus 0.9%.
But higher fuel costs from the effects of the Iran war undercut net profit that tumbled to $31 million from $86 million. Container volumes grew 3.257 million twenty foot equivalent units (TEUs) from 3.165 million TEUs in Q1 FY2025.
#Margin #earnings
For the April–June period, the joint venture of three ****** an-based container carriers posted revenue of $4.54 billion, up from $4.05 billion in the year-ago fiscal quarter. Earnings before interest, taxes, depreciation and amortization (EBITDA) rose to $707 million from $616 million, while EBITDA margin improved to 15.6% from 15.2%.
That compares to EBITDA margin of 22.7% for competitors CMA CGM of France and 16.8% for Maersk (OTC: AMKBY)
Earnings before interest and taxes (EBIT) totaled $76 million against $38 million, while EBIT margin was better at 1.7% versus 0.9%.
But higher fuel costs from the effects of the Iran war undercut net profit that tumbled to $31 million from $86 million. Container volumes grew 3.257 million twenty foot equivalent units (TEUs) from 3.165 million TEUs in Q1 FY2025.
#Margin #earnings
7 hours ago
Former New England Patriots wide receiver Stefon Diggs has reportedly agreed to a one-year deal with the Washington Commanders, according to ESPN's Adam Schefter and Ian Rapoport.
It has been a long wait for Diggs, who was released by the Patriots back in March, but the former four-time Pro Bowler is returning to his old stomping grounds in Maryland.
Diggs signed with the Patriots last year and helped turn a losing franchise into a 14-3 team with the kind of swagger that hadn't been seen since Tom Brady was in New England. Granted, so many others had a lot to do with the turnaround, but Diggs brought an unwavering confidence with him that seeped through to the foundation of the organization.
"We all we got, we all we need," Diggs said in a huddle before the Patriots' Week 5 upset win over the Buffalo Bills last year.
That phrase carried the Patriots through the season, the playoffs and ultimately to the Super Bowl. Fans had hoped Diggs would return if the team decided to move on from Kayshon Boutte. But instead, it will go down in the history books as a one-and-done run for the ages.
#diggs #england
It has been a long wait for Diggs, who was released by the Patriots back in March, but the former four-time Pro Bowler is returning to his old stomping grounds in Maryland.
Diggs signed with the Patriots last year and helped turn a losing franchise into a 14-3 team with the kind of swagger that hadn't been seen since Tom Brady was in New England. Granted, so many others had a lot to do with the turnaround, but Diggs brought an unwavering confidence with him that seeped through to the foundation of the organization.
"We all we got, we all we need," Diggs said in a huddle before the Patriots' Week 5 upset win over the Buffalo Bills last year.
That phrase carried the Patriots through the season, the playoffs and ultimately to the Super Bowl. Fans had hoped Diggs would return if the team decided to move on from Kayshon Boutte. But instead, it will go down in the history books as a one-and-done run for the ages.
#diggs #england
7 hours ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Intuitive Surgical, Inc. (NASDAQ:ISRG). Intuitive Surgical, Inc. (NASDAQ:ISRG) develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. On August 3, 2026, Intuitive Surgical, Inc. (NASDAQ:ISRG) closed at $375.41 per share. The one-month return of Intuitive Surgical, Inc. (NASDAQ:ISRG) was -13.53% and its shares lost 26.60% over the past 52 weeks. Intuitive Surgical, Inc. (NASDAQ:ISRG) has a market capitalization of $132.62 billion.
Baron Health Care Fund stated the following regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) in its Q2 2026 investor letter:
"Intuitive Surgical, Inc. (NASDAQ:ISRG) sells robotic-assisted surgical systems. Shares declined after the company's first-quarter U.S. system placements came in below investor expectations. Medical device stocks also broadly underperformed the market amid concerns that health care utilization trends could decelerate following the expiration of Affordable Care Act (ACA) subsidies. Concerns were further compounded by the potential impact of Medicaid work requirements expected to take effect in 2027. Despite these headwinds, we believe Intuitive can continue to grow revenue at a mid-teens rate for many years and remain positive on the company's long-term growth outlook."
Intuitive Surgical, Inc. (NASDAQ:ISRG) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 103 hedge fund portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) at the end of the first quarter which was 109 in the previous quarter. While we acknowledge the potential of Intuitive Surgical, Inc. (NASDAQ:ISRG) 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
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Intuitive Surgical, Inc. (NASDAQ:ISRG). Intuitive Surgical, Inc. (NASDAQ:ISRG) develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. On August 3, 2026, Intuitive Surgical, Inc. (NASDAQ:ISRG) closed at $375.41 per share. The one-month return of Intuitive Surgical, Inc. (NASDAQ:ISRG) was -13.53% and its shares lost 26.60% over the past 52 weeks. Intuitive Surgical, Inc. (NASDAQ:ISRG) has a market capitalization of $132.62 billion.
Baron Health Care Fund stated the following regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) in its Q2 2026 investor letter:
"Intuitive Surgical, Inc. (NASDAQ:ISRG) sells robotic-assisted surgical systems. Shares declined after the company's first-quarter U.S. system placements came in below investor expectations. Medical device stocks also broadly underperformed the market amid concerns that health care utilization trends could decelerate following the expiration of Affordable Care Act (ACA) subsidies. Concerns were further compounded by the potential impact of Medicaid work requirements expected to take effect in 2027. Despite these headwinds, we believe Intuitive can continue to grow revenue at a mid-teens rate for many years and remain positive on the company's long-term growth outlook."
Intuitive Surgical, Inc. (NASDAQ:ISRG) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 103 hedge fund portfolios held Intuitive Surgical, Inc. (NASDAQ:ISRG) at the end of the first quarter which was 109 in the previous quarter. While we acknowledge the potential of Intuitive Surgical, Inc. (NASDAQ:ISRG) 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
7 hours ago
The US dollar has rallied a bit against the ***** anese yen as we are trying to break above the 200-day EMA. The market breaking above the 200-day EMA on a close, I think, would be a very bullish turn of events. The hammer from the previous session on Monday does suggest that there is real support here, especially near the 155-yen level, but if we were to break down below there, it could really open the floodgates. Keep in mind that the Bank of ***** an and the Federal Reserve intervened, that's what caused this chaos, but the interest rate differential will continue to entice carry traders to hold the dollar against the yen, as they get paid at the end of the day.
The US dollar has rallied against the Canadian dollar during the session as we are in the midst of forming a double bottom. Ultimately, this is a market that continues to see a lot of noisy behavior, but a push towards the upside, maybe towards 1.4150 again, could be possible. The 50-day EMA offering support comes into the picture as well, and the 38.2% Fibonacci retracement level has been tested twice and found supportive. This is an area that a lot of people seem to be watching.
The US dollar slightly negative against the Swiss franc, but only barely so, and it looks like it's in the midst of forming some type of double bottom as well. In fact, it looks very much like the US dollar Canadian dollar pair. And with that, this is a market that seems to be attracted to the 0.8150 level. The Swiss National Bank is very interested in keeping the Swiss franc weak, therefore that helps the carry traders here in this market.
If you'd like to know more about how to trade forex, please visit our educational area.
This article was originally posted on FX Empire
#rallied #break
The US dollar has rallied against the Canadian dollar during the session as we are in the midst of forming a double bottom. Ultimately, this is a market that continues to see a lot of noisy behavior, but a push towards the upside, maybe towards 1.4150 again, could be possible. The 50-day EMA offering support comes into the picture as well, and the 38.2% Fibonacci retracement level has been tested twice and found supportive. This is an area that a lot of people seem to be watching.
The US dollar slightly negative against the Swiss franc, but only barely so, and it looks like it's in the midst of forming some type of double bottom as well. In fact, it looks very much like the US dollar Canadian dollar pair. And with that, this is a market that seems to be attracted to the 0.8150 level. The Swiss National Bank is very interested in keeping the Swiss franc weak, therefore that helps the carry traders here in this market.
If you'd like to know more about how to trade forex, please visit our educational area.
This article was originally posted on FX Empire
#rallied #break
7 hours ago
The Houston Rockets have had players donning a total of 52 different jersey numbers (and have one not part of any numerical series for Houston ******* istant coach and general manager Carroll Dawson) since their founding at the start of the 1967-68 season, worn by just under 500 players in the course of Rockets history.
To honor all of the players who wore those numbers over the decades, Rockets Wire is covering the entire history of jersey numbers and the players who wore them since the founding of the team all those years ago right up to the present day.
With seven of those jerseys now retired to honor some of the greatest Rockets of all time to wear those jerseys, there is a lot of history to cover.
And for today's article, we will continue with the eighth of 14 who wore the No. 25, center Jake Tsakalidis. After starting his pro career abroad, Tsakalidis was picked up with the 25th overall selection of the 2000 NBA Draft by the Phoenix Suns.
The Rustavi, Georgia native played the first 3 seasons of his NBA career with Phoenix. He also played for the Memphis Grizzlies before he was dealt to the Houston Rockets for the final season of his career in 2007.
#players #tsakalidis
To honor all of the players who wore those numbers over the decades, Rockets Wire is covering the entire history of jersey numbers and the players who wore them since the founding of the team all those years ago right up to the present day.
With seven of those jerseys now retired to honor some of the greatest Rockets of all time to wear those jerseys, there is a lot of history to cover.
And for today's article, we will continue with the eighth of 14 who wore the No. 25, center Jake Tsakalidis. After starting his pro career abroad, Tsakalidis was picked up with the 25th overall selection of the 2000 NBA Draft by the Phoenix Suns.
The Rustavi, Georgia native played the first 3 seasons of his NBA career with Phoenix. He also played for the Memphis Grizzlies before he was dealt to the Houston Rockets for the final season of his career in 2007.
#players #tsakalidis
8 hours ago
Although the transportation market cooled in July from a seasonally stronger June, it remained very tight, according to data from a monthly survey of supply chain professionals. Key transportation metrics in the Logistics Managers' Index showed mixed results, with capacity falling faster while pricing grew at a slightly slower pace.
The index is a diffusion index in which a reading above 50 indicates expansion, while one below 50 signals contraction. The LMI displayed a 28.4 reading for transportation capacity in July. Sentiment around capacity declined at a rate that was 2.4 percentage points faster than June, tying the second-fastest contraction rate captured by the 10-year-old dataset. (The record-low reading was 23.8 in September 2020.)
A push by regulatory authorities to remove unsafe drivers has significantly tightened supply in the truckload market. Further, most publicly traded carriers aren't adding equipment, instead making better use of what they have.
Recent initiatives to improve **** et utilization were apparent in second-quarter results.
Omaha, Nebraska-based Werner Enterprises (NASDAQ: WERN) announced an official restructuring of its one-way TL fleet in February. The plan involved exiting non-profitable accounts and repurposing or disposing under-utilized tractors. Revenue per truck per week (excluding fuel surcharges) jumped 28% year over year in the latest quarter, as miles per truck were up 16% and revenue per total mile increased 10%. It expects rate per mile to increase by 10% to 13% y/y in the third quarter.
#index #year
The index is a diffusion index in which a reading above 50 indicates expansion, while one below 50 signals contraction. The LMI displayed a 28.4 reading for transportation capacity in July. Sentiment around capacity declined at a rate that was 2.4 percentage points faster than June, tying the second-fastest contraction rate captured by the 10-year-old dataset. (The record-low reading was 23.8 in September 2020.)
A push by regulatory authorities to remove unsafe drivers has significantly tightened supply in the truckload market. Further, most publicly traded carriers aren't adding equipment, instead making better use of what they have.
Recent initiatives to improve **** et utilization were apparent in second-quarter results.
Omaha, Nebraska-based Werner Enterprises (NASDAQ: WERN) announced an official restructuring of its one-way TL fleet in February. The plan involved exiting non-profitable accounts and repurposing or disposing under-utilized tractors. Revenue per truck per week (excluding fuel surcharges) jumped 28% year over year in the latest quarter, as miles per truck were up 16% and revenue per total mile increased 10%. It expects rate per mile to increase by 10% to 13% y/y in the third quarter.
#index #year
8 hours ago
Gigi Hadid and Bradley Cooper's latest Paris outing produced a more specific clue about their relationship. The rings they wore are designs officially sold as wedding bands.
The couple was photographed holding hands on August 3rd with rings on their left-hand ring fingers. PEOPLE identified both pieces as designs from Boucheron, the French luxury jewelry house.
Hadid wore the diamond-set Quatre Radiant Edition Wedding Band, while Cooper selected the simpler Godron Pink Gold Wedding Band. The two rings are not identical matching pieces.
Neither Hadid nor Cooper has announced an engagement or marriage.
Hadid and Cooper wore the rings while walking hand in hand through Paris after leaving a gym. Both were dressed casually, carried reusable water bottles and wore the jewelry on the fingers traditionally ******* ociated with marriage in the United States.
#cooper
The couple was photographed holding hands on August 3rd with rings on their left-hand ring fingers. PEOPLE identified both pieces as designs from Boucheron, the French luxury jewelry house.
Hadid wore the diamond-set Quatre Radiant Edition Wedding Band, while Cooper selected the simpler Godron Pink Gold Wedding Band. The two rings are not identical matching pieces.
Neither Hadid nor Cooper has announced an engagement or marriage.
Hadid and Cooper wore the rings while walking hand in hand through Paris after leaving a gym. Both were dressed casually, carried reusable water bottles and wore the jewelry on the fingers traditionally ******* ociated with marriage in the United States.
#cooper
8 hours ago
This past week, I asked the following question:
Which side of the ball, offense or defense, will be the unit more likely to carry or be the overall strength of the 2026-2027 version of the Miami Dolphins, and why?
Below are some of your thoughts and answers-
PA phinphan seems wildly over-optimistic, which I always appreciate even when unrealistic.
I am hoping the offense and defense take turns carrying the team all the way to the playoffs and beyond. 20- 0 record. Undefeated times two.
#dolphins
Which side of the ball, offense or defense, will be the unit more likely to carry or be the overall strength of the 2026-2027 version of the Miami Dolphins, and why?
Below are some of your thoughts and answers-
PA phinphan seems wildly over-optimistic, which I always appreciate even when unrealistic.
I am hoping the offense and defense take turns carrying the team all the way to the playoffs and beyond. 20- 0 record. Undefeated times two.
#dolphins
8 hours ago
Georgia produces enough high-level football talent to fill recruiting boards across the country, so narrowing the state's senior class down to 11 players is no small distinction.
Clemson football running back commit Gary Walker made that elite group Wednesday when the Atlanta Journal-Constitution named him to its 2026 Super 11. The annual honor has recognized Georgia's top 11 senior football players since 1985, with a list of past selections that includes Charlie Ward, Eric Berry and Travis Hunter.
Walker earned his place after a dominant junior season at Creekside High School. The four-star prospect rushed for 1,669 yards and 20 touchdowns while helping the Seminoles finish 15-0 and capture the Georgia Class 4A state championship.
Walker delivered one more productive performance in the championship game for Creekside, rushing for 149 yards and a touchdown on 17 carries during Creekside's 42-39 victory over Benedictine.
The Atlanta Journal-Constitution also named him an all-state selection and a first-team All-Southside player following the season.
#constitution #class
Clemson football running back commit Gary Walker made that elite group Wednesday when the Atlanta Journal-Constitution named him to its 2026 Super 11. The annual honor has recognized Georgia's top 11 senior football players since 1985, with a list of past selections that includes Charlie Ward, Eric Berry and Travis Hunter.
Walker earned his place after a dominant junior season at Creekside High School. The four-star prospect rushed for 1,669 yards and 20 touchdowns while helping the Seminoles finish 15-0 and capture the Georgia Class 4A state championship.
Walker delivered one more productive performance in the championship game for Creekside, rushing for 149 yards and a touchdown on 17 carries during Creekside's 42-39 victory over Benedictine.
The Atlanta Journal-Constitution also named him an all-state selection and a first-team All-Southside player following the season.
#constitution #class
8 hours ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Kosmos Energy Ltd. (NYSE:KOS). Kosmos Energy Ltd. (NYSE:KOS), a deepwater oil and gas exploration and production company, detracted from the Fund's performance during the quarter due to crude oil price weakness. On August 3, 2026, Kosmos Energy Ltd. (NYSE:KOS) closed at $2.53 per share. One-month return of Kosmos Energy Ltd. (NYSE:KOS) was 14.48%, and its shares gained 37.50% over the past 52 weeks. Kosmos Energy Ltd. (NYSE:KOS) has a market capitalization of $1.50 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its Q2 2026 investor letter:
"Kosmos Energy Ltd. (NYSE:KOS) is an independent offshore E&P company with producing ******* ets in the US Gulf of Mexico and Ghana. We own it because its offshore operating expertise, quality ******* ets, attractive reinvestment economics, and compelling valuation create a favorable risk/reward profile. The stock declined during Q2 due to broader crude oil price weakness following the reopening of the Strait of Hormuz. We believe oil undersupply could continue for months and that prices could remain above normal levels, even if the reopening progresses smoothly. Given the company's strong ******* ets, high returns on investment, attractive valuation, and reduced liquidity concerns, our investment thesis remains intact."
Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 43 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, up from 21 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) 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 al
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Kosmos Energy Ltd. (NYSE:KOS). Kosmos Energy Ltd. (NYSE:KOS), a deepwater oil and gas exploration and production company, detracted from the Fund's performance during the quarter due to crude oil price weakness. On August 3, 2026, Kosmos Energy Ltd. (NYSE:KOS) closed at $2.53 per share. One-month return of Kosmos Energy Ltd. (NYSE:KOS) was 14.48%, and its shares gained 37.50% over the past 52 weeks. Kosmos Energy Ltd. (NYSE:KOS) has a market capitalization of $1.50 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its Q2 2026 investor letter:
"Kosmos Energy Ltd. (NYSE:KOS) is an independent offshore E&P company with producing ******* ets in the US Gulf of Mexico and Ghana. We own it because its offshore operating expertise, quality ******* ets, attractive reinvestment economics, and compelling valuation create a favorable risk/reward profile. The stock declined during Q2 due to broader crude oil price weakness following the reopening of the Strait of Hormuz. We believe oil undersupply could continue for months and that prices could remain above normal levels, even if the reopening progresses smoothly. Given the company's strong ******* ets, high returns on investment, attractive valuation, and reduced liquidity concerns, our investment thesis remains intact."
Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 43 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, up from 21 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) 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 al
8 hours ago
By Heejin Kim and Kyu-seok Shim
SEOUL, Aug 5 (Reuters) - North Korea's Kim Yo Jong, the powerful sister of leader Kim Jong Un, warned on Wednesday that Pyongyang would adopt "additional military options" in response to what she called ****** an's transformation into a military power, after Tokyo test-fired a U.S.-made Tomahawk cruise missile.
In a statement carried by state media KCNA, Kim accused ****** an of moving beyond a defensive posture and turning its armed forces into a force capable of pre-emptive attacks and overseas military operations.
She cited ****** an's recent Tomahawk test from the Aegis destroyer Chokai in the Pacific Ocean, as well as test-firings of other missiles and its participation in a U.S.-led joint military drill in the Philippines in May.
Kim said that North Korea would respond in ways that made ****** an feel that its security has been exposed to greater danger. "We should make it regret," she said, in some of her strongest rhetoric toward Tokyo in recent months.
#north #tomahawk
SEOUL, Aug 5 (Reuters) - North Korea's Kim Yo Jong, the powerful sister of leader Kim Jong Un, warned on Wednesday that Pyongyang would adopt "additional military options" in response to what she called ****** an's transformation into a military power, after Tokyo test-fired a U.S.-made Tomahawk cruise missile.
In a statement carried by state media KCNA, Kim accused ****** an of moving beyond a defensive posture and turning its armed forces into a force capable of pre-emptive attacks and overseas military operations.
She cited ****** an's recent Tomahawk test from the Aegis destroyer Chokai in the Pacific Ocean, as well as test-firings of other missiles and its participation in a U.S.-led joint military drill in the Philippines in May.
Kim said that North Korea would respond in ways that made ****** an feel that its security has been exposed to greater danger. "We should make it regret," she said, in some of her strongest rhetoric toward Tokyo in recent months.
#north #tomahawk
8 hours ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM), an American insurance company that provides medical and specialty insurance products, delivered strong performance during the quarter. On August 03, 2026, Humana Inc. (NYSE:HUM) closed at $374.50 per share. The one-month return of Humana Inc. (NYSE:HUM) was -5.10%, and its shares gained 47.17% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $44.97 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Humana Inc. (NYSE:HUM) in its Q2 2026 investor letter:
"Humana Inc. (NYSE:HUM) is one of the largest pure Medicare Advantage (MA) health insurer in the United States. Performance over the quarter was strong following news that the US agreed to increase 2027 payments for private MA plans above its initial proposal earlier in the year. The company's stock has been undervalued due to higher utilization by enrollees and uncertainty regarding reimbursement rates. We view these issues as temporary because the company reprices its business every year, which could lead to a recovery in margins."
Humana Inc. (NYSE:HUM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 61 hedge fund portfolios held Humana Inc. (NYSE:HUM) at the end of the first quarter, up from 53 in the previous quarter. While we acknowledge the potential of Humana Inc. (NYSE:HUM) 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.
#value #quarter #wiley
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM), an American insurance company that provides medical and specialty insurance products, delivered strong performance during the quarter. On August 03, 2026, Humana Inc. (NYSE:HUM) closed at $374.50 per share. The one-month return of Humana Inc. (NYSE:HUM) was -5.10%, and its shares gained 47.17% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $44.97 billion.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Humana Inc. (NYSE:HUM) in its Q2 2026 investor letter:
"Humana Inc. (NYSE:HUM) is one of the largest pure Medicare Advantage (MA) health insurer in the United States. Performance over the quarter was strong following news that the US agreed to increase 2027 payments for private MA plans above its initial proposal earlier in the year. The company's stock has been undervalued due to higher utilization by enrollees and uncertainty regarding reimbursement rates. We view these issues as temporary because the company reprices its business every year, which could lead to a recovery in margins."
Humana Inc. (NYSE:HUM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 61 hedge fund portfolios held Humana Inc. (NYSE:HUM) at the end of the first quarter, up from 53 in the previous quarter. While we acknowledge the potential of Humana Inc. (NYSE:HUM) 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.
#value #quarter #wiley
8 hours ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Hotchkis & Wiley Mid-Cap Value Fund." A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, despite concerns about inflation, a hawkish Federal Reserve, and rising oil prices due to the Iran conflict. Narrow market leadership was evident, particularly semiconductor stocks and other stocks in the AI sector, which saw returns exceeding 100%. The Firm favors quality businesses with attractive valuations, believing that fears regarding AI's impact are overstated. The Hotchkis & Wiley Mid-Cap Value Fund lagged the Russell Midcap Value Index, achieving a 4.74% return in the second quarter, primarily due to underperformance in technology and energy sectors, while stock selection in healthcare contributed positively. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Centene Corporation (NYSE:CNC) as a leading performance contributor. Centene Corporation (NYSE:CNC) is a US-based healthcare enterprise that offers services to underinsured and uninsured families and commercial organizations. On August 3, 2026, Centene Corporation (NYSE:CNC) closed at $63.76 per share, reflecting a market capitalization of $31.49 billion. Centene Corporation (NYSE:CNC) posted a one-month return of -3.57%, while its shares gained 146.27% over the past 52 weeks.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Centene Corporation (NYSE:CNC) in its Q2 2026 investor letter:
"Centene Corporation (NYSE:CNC) is a managed care organization focused on the Medicaid market, with approximately 28 million at-risk enrollees and one of the largest Medicaid market share among publicly traded peers. It is a capital-light business well positioned to potentially benefit as the U.S. continues shifting healthcare toward government-funded, cost-controlled programs. Centene outperformed sharply this quarter as adjusted EPS beat consensus by 48%, management raised full-year guidance, and investors gained confidence that the Medicaid margin recovery and ACA membership reset were both tracking ahead of plan."
Centene Corporation (NYSE:CNC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 72 hedge fund portfolios held Centene Corporation (NYSE:CNC) at the end of the first quarter, compared to 78 in the previous quarter. While we acknowledge the potential of Centene Corporation (NYSE:CNC) 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 fre
In its Q2 2026 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted Centene Corporation (NYSE:CNC) as a leading performance contributor. Centene Corporation (NYSE:CNC) is a US-based healthcare enterprise that offers services to underinsured and uninsured families and commercial organizations. On August 3, 2026, Centene Corporation (NYSE:CNC) closed at $63.76 per share, reflecting a market capitalization of $31.49 billion. Centene Corporation (NYSE:CNC) posted a one-month return of -3.57%, while its shares gained 146.27% over the past 52 weeks.
Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Centene Corporation (NYSE:CNC) in its Q2 2026 investor letter:
"Centene Corporation (NYSE:CNC) is a managed care organization focused on the Medicaid market, with approximately 28 million at-risk enrollees and one of the largest Medicaid market share among publicly traded peers. It is a capital-light business well positioned to potentially benefit as the U.S. continues shifting healthcare toward government-funded, cost-controlled programs. Centene outperformed sharply this quarter as adjusted EPS beat consensus by 48%, management raised full-year guidance, and investors gained confidence that the Medicaid margin recovery and ACA membership reset were both tracking ahead of plan."
Centene Corporation (NYSE:CNC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 72 hedge fund portfolios held Centene Corporation (NYSE:CNC) at the end of the first quarter, compared to 78 in the previous quarter. While we acknowledge the potential of Centene Corporation (NYSE:CNC) 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 fre
8 hours ago
King Charles has headed to Scotland to start his summer break, and he was recently in Caithness in the Scottish Highlands. During his time there, he stayed at the Castle of Mey, as he traditionally does in late July and early August.
On this occasion, the King made a new addition to the home, planting the King's Rose in the gardens, which were previously cultivated by his late grandmother, the Queen Mother. Charles was pictured in the Walled Garden at the castle, which is located by the Pink Arbor.
In images from the King's Foundation, Charles was seen in a tweed jacket and kilt, while he carried a walking stick that he often employs when on the uneven ground of Scotland. He was seen standing by a vase that carried the King's Rose, which was bred by David Austin Roses and named in Charles' honour.
The semi-double, repeat-flowering shrub boasts delicately papery petals with distinct stripes in shades of fuchsia pink and white.
The King has now added the rose to the gardens (PA)
#king
On this occasion, the King made a new addition to the home, planting the King's Rose in the gardens, which were previously cultivated by his late grandmother, the Queen Mother. Charles was pictured in the Walled Garden at the castle, which is located by the Pink Arbor.
In images from the King's Foundation, Charles was seen in a tweed jacket and kilt, while he carried a walking stick that he often employs when on the uneven ground of Scotland. He was seen standing by a vase that carried the King's Rose, which was bred by David Austin Roses and named in Charles' honour.
The semi-double, repeat-flowering shrub boasts delicately papery petals with distinct stripes in shades of fuchsia pink and white.
The King has now added the rose to the gardens (PA)
#king
8 hours ago
Day 7 of Cleveland Browns training camp took place Wednesday, August 5.
1. A Change at Center: Cleveland has been rolling with Elgton Jenkins at center, but that changed today, as not only was he sitting out, but Parker Brailsford was sidelined too. Luke Wypler jumped the depth chart to practice with the ones.
2. Watson Finds a Groove: It's a low bar, but the word is that QB Deshaun Watson had his best practice session by far. The stat tracker shows him throwing 7 touchdown passes, but don't be in awe of that, since some were goal line passes in 7 on 7 drills. Nonetheless, he was at least sharp in the basics on the day, which is a step forward.
3. Look Out, Malachi Corley: Last year, we saw WR Malachi Corley have success on jet sweeps. However, in addition to catching everything coming his way, WR Denzel Boston got the carry on both an end around and jet sweep today. To my surprise, it was also noted that he's been taking some reps on the return team too.
4. Growing List: Earlier, we mentioned that two centers missed practice. But the injury list in general is growing (although not everyone is an injury, like TE Joe Royer).
#watson #list #passes
1. A Change at Center: Cleveland has been rolling with Elgton Jenkins at center, but that changed today, as not only was he sitting out, but Parker Brailsford was sidelined too. Luke Wypler jumped the depth chart to practice with the ones.
2. Watson Finds a Groove: It's a low bar, but the word is that QB Deshaun Watson had his best practice session by far. The stat tracker shows him throwing 7 touchdown passes, but don't be in awe of that, since some were goal line passes in 7 on 7 drills. Nonetheless, he was at least sharp in the basics on the day, which is a step forward.
3. Look Out, Malachi Corley: Last year, we saw WR Malachi Corley have success on jet sweeps. However, in addition to catching everything coming his way, WR Denzel Boston got the carry on both an end around and jet sweep today. To my surprise, it was also noted that he's been taking some reps on the return team too.
4. Growing List: Earlier, we mentioned that two centers missed practice. But the injury list in general is growing (although not everyone is an injury, like TE Joe Royer).
#watson #list #passes
9 hours ago
BRISBANE, Australia (AP) — Argentina flyhalf Tomás Albornoz has been suspended for four matches after admitting to misconduct for "intimidatory" interactions with match officials following the Pumas' Nations Championshiprugby loss against England last month.
England won 31-24, holding on despite twice being reduced to 13 men. The referee issued seven yellow cards during the July 18 match and both teams were reduced to 13 at stages in the second half at Santiago del Estero, Argentina.
The committee on Wednesday said that contact with referee Angus Gardner, "although limited in nature, occurred while disputing a match official's decision and formed part of that overall course of intimidatory conduct."
It also found that Albornoz approached the referee on two separate occasions and had to be restrained by teammates.
Although the offense could carry a six-match suspension, the committee took into account Albornoz's early acceptance of the charge, private written apologies and his previously clear disciplinary record to reduce the ban to four games.
#referee
England won 31-24, holding on despite twice being reduced to 13 men. The referee issued seven yellow cards during the July 18 match and both teams were reduced to 13 at stages in the second half at Santiago del Estero, Argentina.
The committee on Wednesday said that contact with referee Angus Gardner, "although limited in nature, occurred while disputing a match official's decision and formed part of that overall course of intimidatory conduct."
It also found that Albornoz approached the referee on two separate occasions and had to be restrained by teammates.
Although the offense could carry a six-match suspension, the committee took into account Albornoz's early acceptance of the charge, private written apologies and his previously clear disciplinary record to reduce the ban to four games.
#referee
10 hours ago
The Tennessee ******* ans have a great history at running back, with players such as Earl Campbell, Eddie George, Chris Johnson, and Derrick Henry carrying the torch for the organization.
Of those, watching Henry flourish with Lamar Jackson and the Baltimore Ravens is still a sore spot with some of the fanbase, and unfortunately, things won't be getting any easier in 2026. Not only will the ******* ans face Henry and the Ravens during the season, but he dealt a crushing blow to his legacy in Nashville.
Meeting with Kay Adams on the Up and Adams Show, Henry made it clear that he is all in on Baltimore and wants to retire a Raven.
"What other place would there to be to retire?" Henry said, "When I'm done playing, I want to be done playing here. When I hang it up, Baltimore is the last place I want to be."
Henry is one of the most dominant backs of this generation and made his name with the ******* ans before leaving the organization as a free agent in 2024. Over his career in Nashville, he played 119 games, rushing for 9,502 yards with 93 touchdowns, and chipped in another 155 receptions for 1,458 yards and nine touchdowns; leading the league in rushing twice, rushing touchdowns three times, and becoming the 2020 NFL Offensive Player of the Year.
#Titans #rushing #touchdowns #adams
Of those, watching Henry flourish with Lamar Jackson and the Baltimore Ravens is still a sore spot with some of the fanbase, and unfortunately, things won't be getting any easier in 2026. Not only will the ******* ans face Henry and the Ravens during the season, but he dealt a crushing blow to his legacy in Nashville.
Meeting with Kay Adams on the Up and Adams Show, Henry made it clear that he is all in on Baltimore and wants to retire a Raven.
"What other place would there to be to retire?" Henry said, "When I'm done playing, I want to be done playing here. When I hang it up, Baltimore is the last place I want to be."
Henry is one of the most dominant backs of this generation and made his name with the ******* ans before leaving the organization as a free agent in 2024. Over his career in Nashville, he played 119 games, rushing for 9,502 yards with 93 touchdowns, and chipped in another 155 receptions for 1,458 yards and nine touchdowns; leading the league in rushing twice, rushing touchdowns three times, and becoming the 2020 NFL Offensive Player of the Year.
#Titans #rushing #touchdowns #adams
10 hours ago
After the crisis meeting he allegedly convened himself, FIFA president Gianni Infantino has now commented on the much-criticized plan to sell the World Cup, which he had already abandoned earlier after a wave of outrage from all sides.
In a letter published by the world governing body on Wednesday night, signed by both Gianni Infantino and FIFA secretary general Mattias Grafström, it says: "We acknowledge that mistakes were also made after the plan was leaked to the media."
It is Infantino's first apology since the controversial plans became public, which had envisaged selling shares in football's biggest tournament to private investors.
"We sincerely apologize for these mistakes and commit to ensuring that they will not happen again," the letter continues.
A necessary review is to be carried out, and the report presented to the FIFA Council at its next meeting.
#gianni #World #letter #mattias
In a letter published by the world governing body on Wednesday night, signed by both Gianni Infantino and FIFA secretary general Mattias Grafström, it says: "We acknowledge that mistakes were also made after the plan was leaked to the media."
It is Infantino's first apology since the controversial plans became public, which had envisaged selling shares in football's biggest tournament to private investors.
"We sincerely apologize for these mistakes and commit to ensuring that they will not happen again," the letter continues.
A necessary review is to be carried out, and the report presented to the FIFA Council at its next meeting.
#gianni #World #letter #mattias
