Law Roach wore a 53-carat diamond ring on that finger at the 2026 Met Gala, sparking engagement speculation
At the time, Roach described the ring as a "gift" from a mystery man but has kept details about his rumored fiancé private
Now, Roach says his "wedding has been postponed"
Law Roach isn't walking down the aisle anytime soon.
The Project Runway judge, 48, sparked engagement rumors on Monday, May 4, when he stepped out wearing a massive 53-carat diamond ring by Leviev Diamonds on that finger at the 2026 Met Gala. Less than three months later on Monday, July 27, the stylist's left-hand ring finger was bare at the Los Angeles premiere of Spider-Man: Brand New Day, in which his longtime client Zendaya stars.

#roach #finger #project

Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributes strong performance to the 'historic shift' in global workforce redesign, where AI is reshaping tasks rather than eliminating jobs at scale.
The company is embedding AI into the core of HCM through 'ADP **** ist' and 'The Zone' to drive operational efficiency and real-time compliance insights.
Strategic positioning is anchored in 'structural advantages,' specifically a massive data foundation of 42 million wage earners that allows for granular task-level economic **** ysis.
Lyric HCM is gaining significant traction in the enterprise market, with live clients increasing 94% year-over-year and a pipeline heavily weighted toward new logos.

#year #NVIDIA #management

Jalynn Grantham went viral after her car broke down during a "Get Ready with Me" video en route to a client and spoke with PEOPLE exclusively about the incident
The makeup artist's mom hit a pothole, causing her tire to roll off, delaying Jalynn by two hours on a wedding day
Despite the chaos, Jalynn explained how she was able to complete all five clients' makeup on time
Well, this took an unexpected turn.
Jalynn Grantham, a 25-year-old makeup artist from Idaho, went viral on social media after posting a "Get Ready with Me" video of herself doing glam en route to a bridal client and accidentally capturing the moment her car broke down.

#jalynn #viral

Memory-chip stocks Micron Technology (MU) and SK Hynix (SKHY) fell Monday after Chinese rival ChangXin Memory Technologies, known as CXMT, rocketed in its initial public offering on the Shanghai Stock Exchange.
CXMT shares soared 466% in an IPO on Monday, giving the company a market capitalization of $484 billion, the Wall Street Journal reported. CXMT makes dynamic random-access memory (DRAM) chips, competing with Micron, Samsung and SK Hynix.
Another Chinese memory-chip maker, Yangtze Memory Technologies, is expected to conduct an IPO later this year, the Journal said. Yangtze, also known as YMTC, makes Nand flash memory chips and competes with Sandisk (SNDK) as well as Micron, Samsung and SK Hynix.
On the stock market today, Micron slid 2.3% to close at 900.20. SK Hynix dropped 7.5% to 143.02. Sandisk stock plunged 11% to 1,278.23.
In a client note, Wedbush Securities ******* yst Matt Bryson questioned how successful CXMT's business could be outside of China. Because of U.S. export restrictions, CXMT doesn't have access to ASML's (ASML) extreme ultraviolet (EUV) lithography gear so it can't make faster, higher-capacity chips to compete with Micron and its South Korean peers.

#micron #Stock

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, se

Carlyle and Bain Capital are in contention to acquire Wealth Enhancement in a deal that could value the wealth management platform at about $7bn including debt, the Financial Times has reported.
Wealth Enhancement oversees nearly $160bn in client ***** ets, according to the report. Its private equity owners, TA ***** ociates and Onex, have put the business up for sale.
The two firms are now the final bidders in the process after other contenders dropped out, people familiar with the matter told the FT.
The sale comes as private equity groups continue to pursue independent wealth management firms, which have seen strong deal activity in recent years.
Wealth Enhancement is a registered investment adviser, or RIA. These firms compete with banks by advising wealthy individuals and business owners on investments in exchange for fees.

#Equity #owners #business

The attorney for Duane "Keefe D" Davis, the man charged with the first-degree murder of Tupac Shakur, is speaking out ahead of the start of his trial.
In an interview with The U.S. Sun published Tuesday, July 28, Mike Sanft said there "should never have been charges" against Davis in the first place, adding that his client's past comments about his alleged involvement in Shakur's murder were not necessarily truthful.
"It's exercising your First Amendment right to free speech," Sanft said. "Is it in good taste? Probably not. But once again, it's exercising in his right to free speech."
Davis previously recalled in his 2019 memoir Compton Street Legend the night Shakur was shot.
According to Sanft, authorities "should have rolled their eyes at Keefe and been like, 'Dude, seriously, why'd you even write that book? That's dumb.' Ultimately, when you really look into the book itself and the details of it it's not necessarily criminal."

#first #exercising

Wall Street just delivered one of its most impressive earnings weeks in history, with the five largest US banks reporting a combined net income of around $49 billion in the second quarter of 2026, up 39% year-over-year, and combined trading revenue close to $39 billion.
Global investment banking income managed to reach $61.4 billion in the first half of the year, a 24% increase over 2025, with ******* eX's record-breaking IPO alone accounting for an estimated $500 million in underwriting fees for the banks leading it.
Morgan Stanley (NYSE:MS) came in with arguably the best result of the group. The company achieved an undeniable Q2 earnings beat, achieving record net revenue of $21.35 billion, an 8.6% surprise over the $19.65 billion consensus expectation, marking a 27.1% increase year-over-year and a 4% sequential gain. Diluted earnings per share increased 62.4% year-over-year to $3.46, solidly above Wall Street's $2.92 projection and boosting first-half return on tangible common equity (ROTCE) to an impressive 26.6%. Following the report, Freedom Broker upgraded Morgan Stanley to Buy from Hold on July 17, raising the price objective to $245 from $200.
Meanwhile, equities trading revenue reached an all-time high of $6.3 billion, roughly $1.9 billion higher than ******* ysts had predicted, with Morgan Stanley (NYSE:MS) citing general strength across its equities franchise, especially "strength in Asia," a phrase now heard in almost every major bank's earnings call as the AI trade spreads far beyond US markets to Hong Kong, India, ******* an, and South Korea.
While turbulent equities trading provided the headlines, Morgan Stanley (NYSE:MS)'s primary competitive advantage is its recurring Wealth and Investment Management franchise, which offers a high-margin buffer against market downturns. Wealth Management earned a record quarterly revenue of $8.9 billion, up 14% year-over-year, with a strong 30.5% pretax margin, driven by higher ******* et management fees and net interest income. During the quarter, the company added a record $148 billion in net new ******* ets, bringing total client ******* ets throughout Wealth and Investment Management above the $10 trillion level.

#year #revenue

Any type of big-money negotiations is tough. Neither side wants to budge, and neither wants to leave money on the table. A little give here, a concession here, until the deal is done – or both sides step away. Cleveland Browns fans have seen it play out time and time again.
For the most part, NFL contracts are handled by attorneys who are called sports agents. And they should be. Each NFL club has a lawyer who draws up the agreements, so it's only fitting that on the other side, a licensed, fully-schooled law school graduate should be looking it over for his client.
RELATED: DT DEPTH CHART AND EXPECTATIONS
Back in the day, Green Bay Packers head coach Vince Lombardi traded anybody away who had an agent. He dealt with all contracts and wanted it one-on-one. Even though Lombardi wasn't the owner of the Packers, he acted like it and was the team's GM. Former Cleveland Browns Paul Brown was the same way. He always owned a small percentage of the Browns, but in every aspect, it was his decisions.
There is a little trick that sports agents do these days, called "back loading." What this is, the agent will get his client signed for, say, $60 million on a four-year deal. There is a signing bonus, workout incentives, plus other bonuses, and of course, the obligatory guarantee. The athlete gets paid $9 million the first year, $12 million in the second season, $14 million in Year 3, and then $25 million in the final year.

#neither

Currently, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is trailing Apple (NASDAQ: AAPL) in the race to join Nvidia (NASDAQ: NVDA) in the $5 trillion market-cap club. Apple is just over $200 billion in market cap away from joining, while Alphabet is about $1 trillion away following its sell-off.
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.

#NASDAQ #company #signal #trillion

Marvell Technology (NASDAQ:MRVL) primarily earns revenue by developing data infrastructure semiconductor solutions and system-on-a-chip architectures for enterprise clients across the globe.
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.

#revenue #Margin #quarter

Concerns about the private credit market have prompted investors to withdraw capital from Blackstone's (NYSE: BX) flagship private credit fund, BCRED (Blackstone Private Credit Fund). They requested to redeem 10% of their money in the second quarter, up from 7.9% in the first quarter, well above Blackstone's quarterly withdraw cap of 5%. These withdraws and concerns about the continued negative impact of private credit have sent Blackstone's stock down more than 30% from its 52-week high.
While the withdrawals are impacting the leading alternative investment manager's stock price, here's a look at what its latest quarter says about their effect on its overall results.
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 »
Given all the headlines and the decline in Blackstone's share price, you'd expect that the financial giant's earnings would be under significant pressure. However, that hasn't been the case. Blackstone recently reported strong second-quarter financial results. Its distributable earnings surged 26% to nearly $2 billion, driven by strong fee-related earnings growth (up 22%) and net realizations (up 27%). Meanwhile, its year-to-date distributable earnings are also up 26% (to $3.7 billion).
While existing clients are pulling some of their funds from BCRED, Blackstone isn't having any trouble raising capital from investors. Total inflows approached $70 billion during the quarter, pushing its ***** ets under management up to $1.35 trillion.

#credit #blackstone #NVIDIA #billion

Morgan Stanley kept Alibaba (BABA) stock as a "top pick" ahead of late-August earnings. ****** yst Gary Yu made the call over two weeks after cutting his target to $180 from $190.
That target sits roughly 60% above where BABA shares closed on Friday at $112.14. Thus, Wall Street is telling clients the stock is worth far more than buyers are currently willing to pay.
Yu lowered his Alibaba target in early July. He still kept an overweight rating on the stock.
Other banks pivoted in the same direction. HSBC cut its target to $170 from $176 in July. The bank still maintained its buy rating.
Daiwa moved earlier, cutting to $175 from $200 on June 24. The firm pointed to weak sales during China's 618 shopping festival.

#rating

Marvell Technology (NASDAQ: MRVL) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
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 »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.

#major #NASDAQ

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

#orders #reuters #Services

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Remember when gas was under $4 a gallon and you could take the family out to eat without taking out a second mortgage? Ahhh, those were the days.
As the cost of living rises, everyday expenses are eating into retirement savings. Americans currently participating in workplace retirement plans anticipate needing $1.2 million on average to retire comfortably, according to a Schroders survey released this month. However, just 30% believe they will reach $1 million due in large part to rising costs, debt and competing expenses. In fact, a third of those surveyed said they have more credit card debt than retirement savings. There are also signs that wealthier clients are feeling the squeeze. It's a great chance for advisors to help clients prioritize spending to stay on track for retirement without overextending their resources today.
"While many are still contributing to retirement, they're finding it harder to increase their savings each year," said Nathan Sebesta, an advisor at Access Wealth Strategies. "Retirement savings shouldn't simply be what's left over at the end of the month. It should be treated like any other essential bill."
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.

#savings #without #cost

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Mark Twain may have been right when he quipped that all a person needs in life is ignorance and confidence. But when it comes to successfully navigating retirement, that's playing a dangerous game.
Many Americans make a lot of ****** umptions about retirement, from when they'll finally leave the job to when they'll claim Social Security, according to new research from J.P. Morgan ****** et Management. That's mostly a good thing, because planning for retirement requires a lot of forethought and careful financial and behavioral preparation. The problem is that many people seem to be working from faulty premises, starting with the belief that retirement is a one-time event that can be carefully orchestrated according to one's personal wishes. In reality, retirement is more of a journey than a one-time event, with timing that can vary widely due to factors not entirely (or even partly) within the individual's control. That's why the research compares the experiences of current retirees with the expectations of savers, while highlighting the important role that financial advisors can play in helping their clients cut through the noise.
"Retirees can offer a valuable reference point for [those people] still saving," said Michael Conrath, chief retirement strategist for J.P. Morgan ****** et Management. "This year's survey highlights several disconnects between what people expect and what retirees actually experience."
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.

#Retirement

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We've all heard the saying: If you wouldn't want it splashed across the front page of tomorrow's newspaper (or The Daily Upside newsletter), it's probably best not to say it at all.
The same rule applies when it comes to sharing sensitive estate planning information with general-purpose AI chatbots. It may seem like a harmless exercise to run one's trust-funding strategy or family business succession plans past the likes of Claude or ChatGPT, but doing so can actually subject that information to future discovery if the plan is challenged in court, according to a team of specialist attorneys at ArentFox Schiff. So advisors and their clients should utilize extreme caution when utilizing public generative AI tools as part of the estate planning process, especially in situations where a lot of wealth is at stake or a future estate dispute seems likely.
"It's fraught with risk when we recklessly invite AI into the attorney-advisor-client relationship," said Sarah Kerr Severson, a partner on ArentFox Schiff's private wealth and tax planning team. "There's no attorney-client privilege there. Courts have already confirmed that."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.

#Planning

Romelu Lukaku's agent Federico Pastorello says the Belgian striker cannot be a back-up at Napoli: 'He isn't the kind of person who stays where he's not wanted.'
Pastorello spoke to Sky Sport Italia on Friday night, discussing his client's situation at Napoli.
Lukaku is about to begin his third season at the Stadio Maradona, but has less than a year left in his contract.
He only played 64 minutes of football at a club level in 2025-26, mostly due to a serious muscle injury he suffered during the pre-season.
Asked whether Lukaku would accept being a Napoli reserve in 2026-27, Pastorello replied: "Obviously not. He's an extraordinary player, and he's proved it. He's one of the most prolific strikers in the world. It's hard for us to accept a situation like that.

#accept #federico

July 23 (Reuters) - Digital Realty Trust raised its full-year forecast for funds from operations on Thursday, betting on resilient leasing ‌momentum from cloud and AI customers to drive growth, sending ‌its shares up 3% in extended trading.
Austin, Texas-based Digital Realty is a real estate investment trust (REIT) that provides data center, colocation and interconnection solutions.
The company leases managed data centers to clients across industries ranging from cloud and information technology to social networking, communications, and manufacturing, and has been a ‌major beneficiary of the ⁠race to adopt generative AI, which requires vast amounts of computing power housed in specialized facilities.
Here are some ⁠more details:
• Digital Realty now expects fiscal 2026 adjusted funds from operations, a key cash flow metric for REITs, in the range of $8.15 to $8.20 per share, compared with its earlier projection of $8 to $8.10 per share.

#cloud #july

Two of the biggest heavyweights in the chip sector are Taiwan Semiconductor Manufacturing (NYSE: TSM) and Nvidia (NASDAQ: NVDA). They have a great working relationship in the real world, as Nvidia designs its logic chips and then sends them to TSMC to be fabricated. So, as one succeeds, so does the other. However, TSMC has plenty of other clients for which it does foundry work.
For those investors who may be curious about which of these behemoths is the better buy right now, let's compare them across a few key categories.
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 »
Taiwan Semiconductor has a large client list that includes Nvidia's primary competitors. It also has exposure to other industrial markets, and chips for everything from automobiles to smartphones. Nvidia, on the other hand, is at this point nearly a pure-play investment in artificial intelligence. While Nvidia has other products, the reality is that the vast majority of its revenue now comes from data center-related items. This focus is making Nvidia a boatload of money and has propelled it to the position of the world's largest company by market cap. So clearly, its bet on data center processors is paying off.
However, while that kind of business concentration can be incredible during boom times, it can be a disaster when spending in that focus area slows. There are no signs that will occur in the data center ****** e anytime soon, but when it does, it will hammer Nvidia.

#data #however

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

#nuclear #prices #launched #billion

IBM (IBM) is pinning its hopes for a 2026 rebound in mainframe computing demand after a shock warning on the second quarter sent the stock reeling. But there's a lot left to be determined.
Quick insight: When IBM reported second quarter earnings Tuesday evening, one thing stood out more than most. Fresh off a major sales warning a week ago, the company didn't provide a complete reset of full-year sales guidance — instead, it gave a modest markdown.
The outlook appears to hinge on improved demand for mainframe computing after IBM's business was dented by business leaders allocating more capital to AI-centric infrastructure, such as servers and chips.
It's a bold **** umption by IBM, based on the strong demand for all things AI, which is likely to persist well into 2027.
"We do not see any evidence of clients getting off of mainframe," IBM CFO Jim Kavanaugh told Yahoo Finance. "So the key indicators for us that give us confidence in mainframe is that we expect a record year compared to prior programs in the high 120s. It's all driven off of what we're seeing capacity growth happening, the value proposition of AI inferencing that's happening, and the economic equation that will flip to us moving forward. So that's what gives us confidence."

#computing #year #business

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial that it affects the entire market cycle. Key factors include a 400% increase in memory demand due to AI, a slow supply response that takes years to catch up, and minimal demand destruction. The Fund's investment strategy focuses on essential infrastructure that maintains competitive advantages, rather than chasing speculative momentum. The firm emphasizes secular long-term growth, regardless of which AI technologies prevail. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brasada Capital Management highlighted Fastenal Company (NASDAQ:FAST). Fastenal Company (NASDAQ:FAST) is a leading industrial and construction supply distributor that offers fasteners, tools, safety equipment, and inventory management solutions. On July 22, 2026, Fastenal Company (NASDAQ:FAST) closed at $45.33 per share, reflecting a market capitalization of $52.02 billion. Fastenal Company (NASDAQ:FAST) posted a one-month return of -3.39%, while its shares lost 5.42% over the past 52 weeks.
Brasada Capital Management stated the following regarding Fastenal Company (NASDAQ:FAST) in its Q2 2026 investor update:
"Fastenal Company (NASDAQ:FAST) distributes a wide array of products including fasteners, tools, safety equipment, and janitorial supplies, but at its core Fastenal is an outsourced procurement and supply chain partner for the industrial sector, helping to seamlessly manage customer inventory. Fastenal embeds itself within its customers' operations through local branches, automated industrial vending machines, FASTBins equipped with RFID technology, and dedicated Onsite locations where full-time Fastenal employees work directly on the customer's manufacturing floor. By handling the complexities of sourcing and replenishment, Fastenal ensures parts are always available, allowing clients to focus on their core competencies without the risk of costly production delays caused by a missing screw.
What makes Fastenal a high-quality business is that their customers have come to depend on them for cheap, mission critical parts – any delay or having the wrong type of fastener in inventory can mean millions of dollars in costs for the manufacturers in the form of slowdowns, shutdowns, poor product quality, or recalls. If you're missing a $0.30 screw on a $10K or $10M machine, you're just not shipping that machine, and if you have too many of those screws laying around, you're likely wasting ***** e and money. As such, Fastenal commands premium pricing power, high returns on capital, and reoccurring revenue. On top of that, Fast

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Maybe one size really can fit all.
As financial and investment advisors face rising client loads and portfolio complexity, the challenge is no longer simply building portfolios, but turning them into consistent and customized strategies. That's leading some advisors to take another look at model portfolios. Sometimes models have been dismissed as commoditized, one-size-fits-all solutions, but as the wealth industry has evolved, so too have model portfolios. Rather than forcing every client into the same allocation, today's products are dynamic, outcome-oriented frameworks that help RIAs implement their best thinking more consistently.
By providing a repeatable foundation for portfolio construction, they can reduce ad hoc decision-making, improve communication around portfolio changes and create greater flexibility to accommodate client-specific preferences and circumstances. We've heard it before, but the result is that advisors can spend less time manually building portfolios and more time delivering the advice clients increasingly value.
But not every customization is right for every client, and advisors need to serve as gatekeepers to ensure that adjustments are creating value rather than simply introducing additional complexity, implementation burdens and costs.

#client #Portfolio #rather #simply

Soon-to-be former Amazon (AMZN) Web Services (AWS) veteran Dave Brown will be joining Facebook parent Meta (META) to bolster the latter's cloud ambitions. Brown, who was with AWS for 19 years, will leave his post in July, according to internal communications at AWS.
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.

#cloud #internal

Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The RS Large Cap Value Strategy underperformed the Russell 1000 Value Index in the second quarter of 2026 as unfavorable stock selection and sector allocation weighed on relative performance. U.S. equities remained resilient despite the Iran conflict, elevated inflation, labor market concerns and uncertainty around Federal Reserve leadership, with the S&P 500 gaining 15% and the Russell 1000 Value returning 13.9%. Market leadership broadened beyond the Magnificent Seven toward semiconductor, memory, power and other AI infrastructure beneficiaries, while investors also moved down the cap spectrum, helping the Russell 2000 Value rise 17.2%. Information Technology returned 80.63%, while Energy fell 13.77%; stock selection in Technology and Industrials and an underweight Technology position were key detractors. Looking ahead, the firm remains focused on risk management, valuation discipline and identifying financially strong, out-of-favor or misunderstood companies with capable management, improving ROIC, attractive reinvestment opportunities and share prices below estimated intrinsic value. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, RS Large Cap Value Strategy highlighted MarketAxess Holdings Inc. (NASDAQ:MKTX). MarketAxess Holdings Inc. (NASDAQ:MKTX) operates an electronic trading platform for institutional investor and broker-dealer firms. On July 21, 2026, MarketAxess Holdings Inc. (NASDAQ:MKTX) closed at $112.27 per share. One-month return of MarketAxess Holdings Inc. (NASDAQ:MKTX) was -1.05% and its shares gained -47.06% over the past 52 weeks. MarketAxess Holdings Inc. (NASDAQ:MKTX) has a market capitalization of $3.99 billion with a 52-week trading range between $108.75 - $214.98.
RS Large Cap Value Strategy stated the following regarding MarketAxess Holdings Inc. (NASDAQ:MKTX) in its Q2 2026 investor letter:
"MarketAxess Holdings Inc is a leading electronic trading platform for fixed income securities. MKTX connects institutional investors and broker-dealers for trading across corporate and government bonds. Servicing over 2,100 institutional clients, with nearly 20% market share of US corporate investment grade bond trading, the company has established a strong market position. Shares were under pressure during the quarter over concerns of increased competition and margin pressure. Despite the recent underperformance and broader market concerns, we remain positive on the structural change opportunity taking place under the new CEO and continue to hold the position."

#large #trading

Blackstone may manage more than $1.3 trillion in **** ets, but president Jon Gray doesn't want the firm's newest class of Gen Z **** ysts thinking like stereotypical employees at a Wall Street giant. To succeed, he says, they should approach their jobs like they're working at a startup.
"Think about wherever you're working, whatever capacity in our firm or elsewhere, how you can be an agent of change, how you can make things better, how you can serve clients in a better way," Gray said in a recent address to Blackstone's newest class of **** ysts, adding they should focus on "this idea of being entrepreneurial."
Gray has spent 34 years at Blackstone and has seen that philosophy play out firsthand. He credits the firm's rise to becoming the world's largest alternative **** et manager to preserving the culture it had as a small business when it was founded by Peter Peterson and Stephen Schwarzman in 1985.
"We're as nimble and entrepreneurial when there's something new that emerges," Gray said. "And yet we can continue to do it at a larger and larger scale."
"The beating heart of the place, that feels the same. Drive, desire to be successful, operate with integrity, be excellent in what we do," he added.

#blackstone #newest #analysts #entrepreneurial

Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted AmpliTech Group, Inc. (NASDAQ:AMPG). AmpliTech Group, Inc. (NASDAQ:AMPG) is a technology company that focuses on the design, engineering, and ***** embly of microwave component-based amplifiers and systems. On July 21, 2026, AmpliTech Group, Inc. (NASDAQ:AMPG) closed at $6.09 per share. One-month return of AmpliTech Group, Inc. (NASDAQ:AMPG) was -13.86%, and its shares gained 126.39% over the past 52 weeks. AmpliTech Group, Inc. (NASDAQ:AMPG) has a market capitalization of $154.31 million.
Deep Sail Capital Partners stated the following regarding AmpliTech Group, Inc. (NASDAQ:AMPG) in its Q2 2026 investor update:
"There were a few large detractors at the end of the Q1 that have reversed in Q2 including our two biggest contributors in Q2 Credo Technology and AmpliTech Group, Inc. (NASDAQ:AMPG). Amplitech (which I shared my long thesis in the fund's Q1 investment letter) returned even more in Q2 at 266% driven on a narrative pushed by retail investors that Amazon has become a client and that their devices will be used in future satellite launches. The fund exited the position in May with a return of 166% because we believe this narrative is incorrect and the stock had reached our valuation target of $6. I had no idea Amplitech would get caught up in this retail bubble, but I'll take the win and move on."
AmpliTech Group, Inc. (NASDAQ:AMPG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 5 hedge fund portfolios held AmpliTech Group, Inc. (NASDAQ:AMPG) at the end of the first quarter, compared to 7 in the previous quarter. While we acknowledge the potential of AmpliTech Group, Inc. (NASDAQ:AMPG) 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.

#capital

CLA Global, an international ******* ociation of independent accounting and advisory companies, has added Bulgarian operators Simbula and Existra to its network.
Both practices will gradually adopt the CLA Global branding in the coming months and operate under the name CLA Bulgaria.
CLA Global CEO Paul English said: "We are delighted to welcome both firms to CLA Global. With over 15 years in the Bulgarian market and a full-service offering across audit, advisory, tax and outsourcing, the firms bring real depth to our network.
"They share our commitment to quality, independence and long-term client relationships, making them a genuine fit. We look forward to working with them to support clients with cross-border needs and growing the network together."
Once complete, CLA Bulgaria will have a team of more than 40 professionals and six partner-level leaders, working from two offices in Sofia.

#network #bulgarian #simbula