After spending years trading like a premium-priced AI leader, Nvidia may now be among the cheapest names in Piper Sandler's AI universe. NVIDIA Corporation (NASDAQ:NVDA) is trading at an attractive valuation according to Piper Sandler's forecast, with rapid AI growth backing its trajectory.
On September 9, Piper Sandler ***** yst David O'Connor initiated coverage on NVIDIA Corporation (NASDAQ:NVDA) with an Overweight rating and a price target of $300, implying roughly 34% upside.
The firm believes that the chipmaker is an outright AI compute leader controlling 80% of the market by value and an estimated 50% by units. Owing to its annual cadence of next-generation products, it has been able to continue to drive the industry forward.
Everyone knows and agrees that Nvidia has grown at an exponential pace. Its recent results offer evidence of operational strength as well. The company reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106% year-over-year.
The chipmaker's data center revenue also surged 117% to $89 billion. GAAP gross margin was75%, while adjusted diluted earnings reached $2.22 per share. The figures highlight how Nvidia's robust demand is translating into profitability for the company.

#NVIDIA #corporation #trading #company

NEW YORK — Forget the Honey Deuces and the celebrities-in-the-audience shots. The finest element of the U.S. Open — the Grand Slam held in the largest tennis stadium in the world — will always be the tennis itself. The trick, in 2026 and beyond, is how to get audiences to actually care about, you know, that tennis.
Ben Shelton and Alexander Zverev did their very best on Sunday, bringing both narrative and firepower to the four-set men's final. Yes, the influencers were posing at every aisle on every changeover, and more than a few fans appeared unclear on the basic concept of "sit your ******* down while the point is going on." But when Shelton and Zverev locked in, unleashing serves that nearly hit 150 mph or lashing shots that skipped a fingernail's width in bounds, the crowd was right there with them, rising and falling, a living thing that pulsed with energy unlike any other stadium in tennis.
Less than 24 hours earlier on the same court, Elena Rybakina finished off Aryna Sabalenka in a three-set triumph of resolve and willpower over emotion and firepower. Sabalenka, who had won the previous two Opens, entered as the crowd favorite. But the fans in the stands at Arthur Ashe love hard-fought on-court battles as much as they love the endless scroll of celebrity cameos on the video boards. So after a couple dozen Hollywood and music stars took their turns to varying volumes of applause, the crowd focused in on the match. Sabalenka drew motivational cheers, and then, once the result was clear, Rybakina inspired celebratory ones.
The two matches ended this year's U.S. Open on a triumphant note. At last, the tennis tournament centered on actual tennis, not ticket prices or runway-style entrances to Arthur Ashe Stadium or hundred-dollar chicken nuggets. (Yes, I admit it, I was part of the problem with that last one.)
The influencers' presence dominated the early coverage of the U.S. Open, in large part because they did their job of drawing attention to themselves. But by the time the tournament reached its final crescendo, the influencers had moved on. Two hours before the men's final, the cheapest tickets to get in the stadium could be had for less than $400, suggesting that tennis for tennis' sake isn't the primary motivator for many attending the U.S. Open.

#crowd #shelton

The New York Knicks season-opener for the 2026-27 NBA season is proving to be one of the most valuable regular-season games in recent memory.
The Knicks brought the city its first NBA ****** le in 53 years and re-established basketball as a city-wide passion. With a ****** le-defense campaign ahead in the 2026-27 season, the energy is still high.
The Knicks will open the season on October 20 against the Philadelphia 76ers, receiving their championship rings and raising their championship banner into the rafters.
The Knicks opened their season against the Cleveland Cavaliers last season, but this season opener is proving to be more significant, as prices are reportedly up 526% on secondary markets from last season.
"The cheapest seats on the secondary market for the Oct. 20 opening night game against the Philadelphia 76ers at Madison Square Garden cost $1,346 a piece, including fees, according to data company TicketIQ. That is a massive 526% increase from the 2025 home opener against the Cleveland Cavaliers, which had a final get-in price of $215."

#city

Affordability in a car market usually looks like a math problem. Every so often it turns out to be a permission problem.
Americans have spent four years watching window stickers climb and calling it inflation. The average new vehicle sold for $50,089 in August, the first month of 2026 that the industry average cleared $50,000, according to Kelley Blue Book.
Buyers feel it without reading the data.
"Many American households are under significant financial pressure," said Erin Keating, executive ***** yst at ***** Automotive, in comments published by Kelley Blue Book.
Electric cars sit higher up the ladder. The cheapest new EV on sale in the U.S. starts at $29,990 before destination, a price Nissan (NSANY) called "the lowest starting MSRP for any new EV currently on sale in the U.S.," according to Electrek.

#according

Number-one ranked Ohio State is traveling to Austin to take on the fourth-ranked Longhorns this weekend in what has become the most-anticipated college football game of the season so far.
According to ticketdata.com, the cheapest tickets available for the game are $463 - nearly three times higher than any other college football game this week. However, not only are the tickets hot, but the weather will be too. Game day temperatures in Austin will rise to dangerous levels, with heat index values rising to nearly 110 degrees.
Saturday's temperatures will be similar to last week's game against Texas State, during which Austin-Travis County EMS transported 13 fans from DKR-Texas Memorial Stadium to surrounding local hospitals due to heat-related illnesses.
Temperatures in Austin are expected to be in the mid-90s at noon Saturday before rising to 100-102 degrees by 3 to 4 p.m. Due to elevated humidity levels, the heat index, or "feel-like" temperature, is likely to reach as high as 108 degrees. There will be a slight breeze, as southeast winds are expected at around 10 mph.
Shown are the expected heat index values across Texas at 4 p.m. Saturday. Austin will likely be experiencing temps that feel like 108 degrees. (WeatherBell)

#temperatures

Cheapest freight isn't always best, especially when a late shipment can cost millions. ShipStation Global CEO Tom Madine breaks down why SMB shippers need parcel, LTL and truckload in one workflow, and why better freight decisions now matter more than just lower rates. From the merger that created ShipStation Global to adding more modes into the platform, this conversation gets into where shipping tech is heading, how data shapes carrier selection, and what smaller shippers actually need from logistics partners. #FreightTech #LTL #SupplyChain
ShipStation Global is formally launching its less-than-truckload product, marking the first tangible freight expansion since the merger of software provider Auctane, formerly the parent of the Stamps.com andShipStation,and WWEX Group, which previously housed freight brokerages like Worldwide Express. The company's CEO said the rollout represents the opening move in a broader strategy to let small and midsize shippers purchase and manage all transportation modes through a single platform.
"Today's the first day we've really launched the LTL product," said Tom Madine, CEO of ShipStation Global, noting the company plans to add truckload, final mile, and eventually ocean and forwarding capabilities after establishing its inland position.
The strategic rationale centers on eliminating the workflow gap that forced ShipStation users to leave the platform whenever they needed to move freight beyond parcel. Customer surveys repeatedly flagged the absence of additional modes as the top improvement request, he said. With LTL now integrated, shippers can manage inbound inventory movements alongside outbound parcel without switching systems.
"Cheapest is not always best…But at the same time, you don't want to overpay," Madine said, illustrating the point with a customer whose engine shipments carry multi-million-dollar consequences if delayed.

#madine #shippers #parcel #cheapest

The cost of holding ETFs has fallen for years amid an intense fee war among issuers. Single-digit expense ratios are commonplace now, and in some cases even those look expensive, like the 0.09% charged by the SPDR S&P 500 ETF Trust (SPY), triple what some competitors charge for the same exposure.
All this is unequivocally great news for investors, but for ETF issuers, not so much. As expense ratios drop, so do the revenues those funds generate, and in most cases, there is little issuers can do about it. Failing to lower fees can lead to hefty outflows, as cost-conscious investors and fiduciary-bound advisors gravitate to cheaper funds.
Case in point: SPY has lost a lot of ****** ets over the years to the Vanguard S&P 500 ETF (VOO) and the iShares Core S&P 500 ETF (IVV), two cheaper funds tracking the same index. VOO has since grown into the largest ETF in the world, at more than $1 trillion in AUM.
Even in a price war, the victors take hits. The cheapest ETFs may gather the most ****** ets, but that is often more than offset by the decline in fees. On the list of the biggest ETF cash cows, only a handful of funds are ultra-cheap. Many more are expensive by ETF standards.
The table below lists the 20 ETFs with the highest implied revenue, an approximation of how much money a fund generates for its issuer, derived by multiplying ****** ets under management by the expense ratio.

#funds

Former England captain Michael Vaughan has called a 43% ticket price increase for next year's men's Ashes Test at Edgbaston "really poor".
The Birmingham ground will host the third Test of the best-of-five series between England and Australia next summer with ticket prices in the Hollies Stand - which holds almost 6,000 spectators - costing £165, up from £115 in 2023.
Elsewhere in the stadium, members can purchase tickets for £92, but the cheapest adult tickets across the first three days are £115, with every ticket carrying a £2.50 booking fee.
"This is really poor," Vaughan posted on social media in response to the news.
Following the 2023 series, which ended in a 2-2 draw after Australia won the first two Tests (at Edgbaston and Lord's), the England and Wales Cricket Board (ECB) said "every day sold out in advance, with total attendance topping 545,000".

#england

NVIDIA's (NVDA) blowout earnings and guidance – expected 70% revenue growth in 2028 –prove the AI boom is still booming up and down the stack, from energy to data centers. Today I'll show you two AI memory stocks with huge potential.
This is very much a pick and axe story. As AI is deployed, more high-bandwidth memory is required. The winners are the ones receiving institutional support.
Right now, Micron (MU) is the poster child for relentless institutional support. The company builds memory for AI processors and sports a $1 trillion market capitalization.
Memory needs have only increased, and yet the stock has been range-bound:
But that 5.91X forward P/E ratio is incredible. It's one of the cheapest stocks in the market and is projected for huge per-share earnings growth – from $73.23 this year to almost $170 in 2028.

#stocks #institutional #support #today

NEA delivers a 7.14% federally tax-free yield, which is double MUB's 3.52%, and posted a 12% price return over the past year.
NEA slashed its distribution nearly in half during 2022-2023 rate hikes and now trades at a NAV premium, eliminating the traditional CEF discount cushion.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Investors who bought the iShares National Muni Bond ETF (NYSEARCA:MUB) did so for a good reason: it is the cheapest, most liquid way to own a diversified basket of federally tax-free municipal bonds. With a 0.05% expense ratio and $45.4 billion in **** ets, MUB has become the default core holding for taxable brokerage accounts. The problem is the payout. MUB's 30-day SEC yield of 3.52% as of August 13, 2026 looks thin against a 10-year Treasury at 4.63%, and even thinner for anyone trying to live on the income. A specific municipal fund pays more than double that rate, with the same AMT-free federal exemption, and Wall Street is only now re-rating it.
Roughly 5,900 investment-grade munis make up the portfolio at MUB, held with no leverage and no active security selection. That structure keeps the fee at a rounding error, though it also caps income near the underlying bond coupons. A retiree in the 32% federal bracket with $100,000 in MUB collects about $3,520 a year in tax-free interest. The taxable-equivalent yield is roughly 5.18%, which is respectable but leaves real purchasing power close to flat once inflation is deducted. For an investor whose entire reason for holding munis is tax-free monthly income, MUB is doing the job at half speed.

#federally

On the hottest of summer days, a natural gas "peaker" usually kicks in to support the wave of air conditioning units turning on at once. It's the electrical grid's lifesaver, a turbine built only for the highest-demand hours of the year, and also one of the most expensive to run. It's what made 7 p.m. electricity so expensive in different parts of the U.S in the first place.
But a shift is taking place. California and Texas are now turning to batteries to power their grids. Power units that were typically used simply to store energy are now being deployed as power sources themselves. California's grid operator has at least 13,000 megawatts of battery capacity, enough to serve several million homes through evening peak hours, and Texas' batteries already power up to 10% of the state's grid at peak.
Electricity customers see the benefits. When batteries set the marginal price instead of gas turbines that cost two to three times as much to run, wholesale power gets cheaper during the hours it used to be most expensive. Gas peakers that already sat idle for more than 86% of the year will eventually lose the few remaining hours that kept them viable, and utilities will likely choose batteries over new gas plants long term.
Unlike gas turbines, batteries don't generate electricity on their own. They move it from the hours when it's cheapest to the hours when it's most valuable. Solar panels flood the grid with power in the middle of the day, pushing wholesale prices close to zero and sometimes below it. Batteries absorb that cheap surplus. When the sun sets and demand surges past what the remaining generation can deliver, they discharge into the gap that gas peakers once filled, offering to do it at a lower price.
In California, the cycle has run at a scale large enough to reshape the wholesale market. In 2024, across the California Independent System Operator's territory, batteries provided an average of 8.6% of all electricity consumed during the highest-demand evening hours, keeping the lights on in roughly three million homes. By 2025, they were regularly delivering more than 6,000 megawatts at peak, six times the roughly 1,000 megawatts they managed three years earlier.

#hours #electricity

Thinking about taking your family to a college football game in Utah this year? Be prepared to pay. How much depends largely on the opponent.
The University of Utah opens the season Sept. 3. at home against the Idaho Vandals, a Football Championship Subdivision or FCS school in the Big Sky Conference. A single-game ticket starts at $38 on SeatGeek.
But when BYU plays Utah in Salt Lake City in November, the cheapest seat starts at $331.
Fans yell during the first quarter of the game between BYU and Utah at LaVell Edwards Stadium in Provo on Saturday, Oct. 18, 2025. | Rio Giancarlo, Deseret News
And speaking of BYU, you could see the Cougars take on the Utah Tech Trailblazers, also a Big Sky team, in the first game of the season, for as low as $88 per ticket, according to SeatGeek.

#starts

Many stocks on the Nasdaq exchange are trading at extremely high valuations. That can make picking stocks to buy there a challenge, as many of them may be due for significant corrections due to their inflated price tags. Below, however, I'm going to look at three of the cheapest stocks on the Nasdaq-100 index, which, based on their expected future profits, appear to be bargain buys, and I'll look at why they appear to be so cheap and why they may be trading at discounts.
Micron Technology (NASDAQ:MU), PDD Holdings(NASDAQ:PDD) , and Adobe (NASDAQ:ADBE) all appear to be trading at dirt cheap valuations. Are they incredible buys right now, or is there more to the story with their seeming low prices?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
What's intriguing about Micron Technology is that it has generated massive gains over the past year -- up around 660%. Normally, when that happens, a stock's valuation becomes rich, and it looks to run out of room to rise higher. But with Micron, that doesn't appear to be the case. Based on ******* yst projections, it's trading at a forward price-to-earnings (P/E) multiple of just 6.5. By comparison, the average stock on the S&P 500 trades at a forward earnings multiple of 21. Micron, it seems, may still be due to rise higher.

#appear

US Open ticket prices remain steep, with the main draw nearly a week away.
The average get-in ticket price to enter the Billie Jean King National Tennis Center for the 2026 US Open main draw is $288 on the secondary market, about 13% more than at the same point last year ($255), according to TicketData.
The average get-in price for the women's singles final (Saturday, Sept. 12) and men's singles final (Sunday, Sept. 13) at Arthur Ashe Stadium is $510—also up 13% from last year.
One-day grounds pass tickets started for around $65–$135 at face value, depending on the date and time. Resale prices are much higher, but vary widely, with weeknight tickets the most affordable; the cheapest ticket for any main draw event is $157, for the night session at Arthur Ashe on Wednesday, Sept. 2.
The pricey tickets have persisted since the first batch of face-value tickets were released through the American Express presale in May. Many were scooped up by bots, contributing to the price hikes.

#arthur

Organizers of the European championships have defended ticket prices in Birmingham after British sprinter Amy Hunt won the 100-meter final at a nearly half-empty Alexander Stadium.
One of Olympic champion Keely Hodgkinson's coaches was among those questioning prices and raising concerns about parking and the cost of food — with bratwurst hot dogs going for 15 pounds ($20).
The category A seats for Monday night's session — which included Jakob Ingebrigtsen's victory in the 5,000 meters and Hunt's gold — cost 150 pounds ($202). The cheapest adult ticket was 26 pounds ($35).
Official attendance Monday night was 13,623, though journalists on hand said the actual figure seemed lower, in a stadium with capacity at 23,000.
"Hearing from fans re high ticket prices, parking issues & even people not knowing it was taking place," Jenny Meadows, a coach of Hodgkinson, wrote on social media.

#ticket #pounds #stadium #organizers

Lebron James will open his 24th NBA season on one of the biggest platforms the NBA could have provided.
The Philadelphia 76ers will face the NBA championship-winning New York Knicks at Madison Square Garden on opening night on Tuesday, Oct. 20. The 76ers will open their season at home, in front of a surely massive crowd of Sixers fans, on Thursday, Oct. 22 when the team faces the Cleveland Cavaliers.
This is the start of a wild story for the LeBron James era in Philly—first up, the NBA champs, then welcoming LeBron to Philly against the team that drafted him. Sixers fans are not going to want to miss this, here's a look at how to get tickets to both games:
Shop all Philadelphia 76ers tickets
As of publication, the cheapest tickets to see the Knicks and 76ers at Madison Square Garden start at $1,743. If you're looking for a better view of the floor and want to sit close to the famous faces on celebrity row, lower-level tickets start at $3,348.

#lebron

Elena Khoziaeva's story is basically a masterclass in staying somewhere because it's actually good. Khoziaeva, CFA, shared her journey from Belarus to a Houston master's degree, from walking into Bridgeway in 1998 as partner number six to 25-plus years later as the Co-CIO of a firm now running roughly $5 billion on the latest Behind the Ticker episode with host Brad Roth, founder and CIO of Thor Funds. What makes Bridgeway drastically different than your average shop was baked in from the very beginning of the firm. It gives away half its profits to a foundation fighting genocide, caps pay so no partner earns more than 7x the lowest-paid employee, and runs on a research culture where being wrong in a meeting isn't a career risk but half the point. Khoziaeva calls the approach systematic rather than quantitative, but it all comes down to trusting the process, being open to arguments internally to shape better strategies, and not getting defensive when the model's wrong.
Then there's BSVO, the EA Bridgeway Omni Small-Cap Value ETF, one of the more interesting products in a crowded category. It's got a real 15-year track record (born as a mutual fund in 2010, wrapped as an ETF in 2023), holds roughly 600 names instead of the usual sub-200, and deliberately goes smaller and cheaper than the Russell 2000 Value benchmark, with an average market cap under $3 billion. The value screen runs across the whole universe rather than sector-by-sector, which is why it naturally tilts toward financials and energy and away from healthcare currently, not because anyone's trying to time sectors, but because that's just where the cheapest stuff happens to sit.
The bigger picture Khoziaeva paints is a valuation gap that's stretched further than usual, with small value trading around a 14-15 P/E while large growth sits in the 30s, and the book-to-market gap versus the S&P 500 is nearly double its historical norm. Her line for advisors is memorable: "the tighter the spring, the more powerful the release"and Q1 2026 proved it, with small value up 5% while large growth dropped 10%. Her advice isn't to time it, though but to hold the allocation, stay systematic, and let the spring do what springs do.
To learn more about Bridgeway Capital Management, go here.
Disclaimer: The market insights, projections, and investment strategies expressed in this article are solely those of the contributor and do not necessarily reflect the views or opinions of ETF.com. This content is provided for informational purposes only and does not constitute financial, investment, or legal advice.

#market #partner #firm #average

For three years, owning the Magnificent 7 was the only trade that mattered. Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta and Tesla drove the majority of the S&P 500's gains and came to represent more than a third of the entire index. But 2026 has been different. The group is on track for its worst year since 2022, the performance within it has splintered dramatically, and investors are rethinking just how much concentration they want. If you want targeted Magnificent 7 exposure, or want to understand how much you already own, these are the three Magnificent 7 ETFs that hold the most.
MAGS, MGK and QQQ are the three largest ETFs that hold all seven Magnificent 7 stocks, with Magnificent 7 weightings of roughly 100%, 56% and 38%, respectively.
MAGS is the only pure play, but it is actively managed and gets most of its exposure through swaps and forwards rather than by owning the shares.
MGK is the cheapest at 0.05%, while QQQ charges 0.18% and MAGS charges 0.30%.
The seven names have splintered in 2026: Amazon is up about 23% while Tesla is down about 28%, a spread of more than 50 percentage points.

#three #amazon #owning #only

TSMC beat Q2 estimates with 36% revenue growth; NVIDIA locked in $119B in supply commitments and guided Q2 revenue to $91B.
Meta beat Q1 EPS estimates by 57% on 33% revenue growth and trades at a forward P/E of 19, the cheapest valuation in Coleman's portfolio.
All five picks carry BUY ratings with base-case upside ranging from 23% to 42% and bullish **** yst consensus at 89% or higher across the board.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Hyperscaler CapEx is going vertical. Alphabet is guiding $175 to $185 billion in 2026 CapEx, Amazon roughly $200 billion and Meta $125 to $145 billion. That is the setup billionaire Chase Coleman positioned Tiger Global around in the fund's latest 13F (holdings as of March 31, filed on May 15): five mega-cap names sitting directly on top of the AI infrastructure supercycle.

#billion #NVIDIA #meta #capex

WASHINGTON (AP) — President Donald Trump has been losing his own battle to cut interest rates.
The president likes to vilify high rates as an affront to the size and strength of the U.S. economy, saying that America deserves the cheapest borrowing costs in the world. Trump for months publicly pressured the Federal Reserve to slash its benchmark rates, claiming it would be "Rocket Fuel!" for growth and make housing more affordable.
But since the war in Iran began at the end of February, borrowing money has become more expensive, meaning fewer families can afford mortgages or auto loans. The government is getting squeezed, too — as it has spent $827 billion so far this fiscal year to service the national debt, more than it has devoted to national defense.
The scope of the problem became clear this past week when Kevin Warsh, the Fed's new chair picked by Trump, said in his second press conference on the job that inflation continues to run hot but offered no clear guidance on how to fix the problem.
Rates on 30-year U.S. Treasury bonds hit their highest levels in nearly two decades, the exact opposite of what Trump had pledged to voters. The 10-year U.S. Treasury note saw its interest rate shoot up above 4.7% on Friday, surpassing what the president inherited when he returned to the White House last year.

#year #treasury #national #clear

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#carillon #fund #letter #investment

Harris Oakmark recently released its second-quarter 2026 investor letter for the "Oakmark U.S. Concentrated Strategy". A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000 Value Index's 13.87%. U.S. equities finished higher during the quarter, with nine of eleven GICS sectors posting gains, led by technology and industrials, while energy and utilities detracted. The market showed concentrated leadership, with investors favoring companies that benefit from AI spending. However, the firm continues to focus on value discipline, avoiding AI-driven market fads, prioritizing companies trading below intrinsic value. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Oakmark U.S. Concentrated Strategy highlighted Keurig Dr Pepper Inc. (NASDAQ:KDP) as a notable performance contributor. Keurig Dr Pepper Inc. (NASDAQ:KDP) owns and distributes beverages and single serve brewing systems. On July 28, 2026, Keurig Dr Pepper Inc. (NASDAQ:KDP) closed at $31.08 per share, reflecting a market capitalization of $42.29 billion. Keurig Dr Pepper Inc. (NASDAQ:KDP) posted a one-month return of -6.86%, while its shares lost 8.10% over the past 52 weeks.
Oakmark U.S. Concentrated Strategy stated the following regarding Keurig Dr Pepper Inc. (NASDAQ:KDP) in its Q2 2026 investor update:
"Keurig Dr Pepper Inc. (NASDAQ:KDP) was a contributor during the quarter. The U.S.-headquartered beverage company's stock rose after better-than-expected first-quarter results, a reaffirmed outlook, and a Barclays rating upgrade. Sales were strong, led by the cold beverage portfolio and the U.S. Refreshment Beverages segment, while U.S. Coffee remained pressured but met expectations. Management continues to make pro gress on its JDE Peet's integration. We met with management to discuss the departure of Rafa Oliveira, head of its coffee unit, who is leaving for the CEO role at Heineken; the company has begun searching for his replacement. We continue to believe strong execution and integra tion will help close the valuation gap relative to peers."
Keurig Dr Pepper Inc. (NASDAQ:KDP) 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 Keurig Dr Pepper Inc. (NASDAQ:KDP) at the end of the first quarter, up from 41 in the previous quarter. While we acknowledge the risk and potential of Keurig Dr Pepper Inc. (NASDAQ:KDP) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Keurig Dr Pepper Inc. (NASDAQ:KDP) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#pepper #strategy

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#letter #software

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#adsk #letter #software

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW). ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 27, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $107.78 per share, reflecting a market capitalization of $111.15 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Night View Capital stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"ServiceNow, Inc. (NYSE:NOW) runs the digital plumbing of the enterprise: the workflows that move a request from "someone asked" to "someone did it." Automation is not a threat to that kind of business. The more work an organization wants to hand to software agents, the more it needs a trusted place to route, track, and govern what those agents do. We added here as well during the quarter."
ServiceNow, Inc. (NYSE:NOW) ranks 25 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 108 hedge fund portfolios held ServiceNow, Inc. (NYSE:NOW) at the end of the first quarter, compared to 118 in the previous quarter. In the first quarter of 2026, ServiceNow, Inc.'s (NYSE:NOW) subscription revenues increased 19% year-over-year (in constant currency) to $3.67 billion. While we acknowledge the risk and potential of ServiceNow, Inc. (NYSE:NOW) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ServiceNow, Inc. (NYSE:NOW) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#servicenow #software #quarter

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 27, 2026, Salesforce, Inc. (NYSE:CRM) closed at $173.60 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 17.57%, and its shares lost 31.12% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $142.78 billion.
Night View Capital stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"Salesforce, Inc. (NYSE:CRM) is our clearest expression of the system-of-record thesis. It holds the customer relationships of a large slice of the corporate world. That data is the fuel for every AI sales and service agent a company might want to deploy, and the natural place to deploy them is inside the platform that already holds the data. When the software selloff was at its most indiscriminate, we added to our position. We were, in effect, buying the fear."
Salesforce, Inc. (NYSE:CRM) ranks 28 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 101 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the first quarter, compared to 115 in the previous quarter. While we acknowledge the risk and potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Salesforce, Inc. (NYSE:CRM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#salesforce #letter #investor

Microsoft Corporation (NASDAQ:MSFT) is a key quantum computing stock through its Azure Quantum, which is a cloud platform that gives access to multiple quantum hardware providers. The stock also ranks as one of the Best Quantum Computing Stocks to buy and Hold Forever.
Recently, on July 9, Citi noted that the firm's Q2 2026 survey of 100 IT decision makers found Microsoft Corporation (NASDAQ:MSFT) as the top vendor CIOs are considering increasing AI spend with, ahead of Amazon and Google. The survey also found an improving spending backdrop compared to the previous quarter. This was evident as both the US and EMEA IT budgets for the next 12 months accelerated as AI investment continued to gain priority.
More specifically, forward IT budget growth expectations rose to 3.3%, up from 2.6% in the March 2026 survey, a figure Citi said sits 0.8 percentage points above the seven-year historical average. Moreover, EMEA budget growth climbed to 3.9%, while US growth rose to 3.0%. The firm noted that Data **** ytics and AI remained the top investment priority and gained further share, followed by cybersecurity, digital transformation, and customer-facing applications. Citi noted web security jumped into the top-priority group, driven by a surge in bot and agentic internet traffic along with expanding API surfaces.
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.
While we acknowledge the risk and potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MSFT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Demand for tickets to Wednesday's FIFA World Cup semifinal match between England and Argentina are among the highest Atlanta has ever seen, second only to the Super Bowl.
Channel 2's Karyn Greer went through the remaining tickets at the Atlanta Stadium and found that the most expensive tickets will cost you $4,400 and the cheapest remaining are around $3,500.
People Channel 2 Action News spoke with are willing to pay a premium to get a seat.
[DOWNLOAD: Free WSB-TV News app for alerts as news breaks]
"I got my World Cup tickets for this game coming up in Atlanta in December of 2025, so I got them quite early," fan Matthew Bar said.

Demand for tickets to Wednesday’s FIFA World Cup semifinal match between England and Argentina are among the highest Atlanta has ever seen, second only to the Super Bowl.
Channel 2’s Karyn Greer went through the remaining tickets at the Atlanta Stadium and found that the most expensive tickets will cost you $4,400 and the cheapest remaining are around $3,500.
People Channel 2 Action News spoke with are willing to pay a premium to get a seat.
[DOWNLOAD: Free WSB-TV News app for alerts as news breaks]
"I got my World Cup tickets for this game coming up in Atlanta in December of 2025, so I got them quite early," fan Matthew Bar said.

We recently published Bill Miller Portfolio: Top 10 Stock Picks. United Parcel Service, Inc. (NYSE:UPS) is one of the top stock picks.
Postal giant United Parcel Service, Inc. (NYSE:UPS)'s shares are up by 9.3% over the past year and by 11% year-to-date. The firm was in the news recently after the US Postal Inspector General raised the need to reevaluate its contract with the USPS. The contract is United Parcel Service, Inc. (NYSE:UPS)'s air cargo contract, and the oversight body advised contract termination in order to shift cargo to cheaper ground-based transportation instead of air freight. The Inspector General pointed towards the nature of the contract to outline that minimum volume commitments had forced the USPS to fly its cargo instead of using land transportation.
Leonard Zhukovsky / Shutterstock.com
United Parcel Service, Inc. (NYSE:UPS) is also currently in the process of expanding its portfolio of temperature-controlled facilities. According to a press release, the firm is investing $48 million in 27 facilities across the US. Following United Parcel Service, Inc. (NYSE:UPS)'s first quarter earnings report, UBS lowered the firm's share price target to $123 from $125 and kept a Buy rating on the shares.
While we acknowledge the risk and potential of UPS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than UPS and that has 10,000% upside potential, check out our report about the cheapest AI stock.