6 mins. ago
Alphabet (GOOG) (GOOGL) did almost everything investors had hoped for in its latest quarterly report. While the top and bottom line grew impressively, Google Cloud revenue generated an eye-popping annual growth as businesses continued pouring money into AI infrastructure and generative AI solutions. Under normal circumstances, those numbers would have fueled another rally. Instead, the stock headed in the opposite direction.
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.
#sell #driven
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.
#sell #driven
47 mins. ago
The EMA GARP Fund, managed by Equity Management ******* ociates, recently released its second-quarter investor letter for 2026. The letter can be downloaded here. The letter emphasizes that capital expenditures in artificial intelligence (AI) are driving growth and earnings, despite extreme valuations in the U.S. market, which resemble a bubble-like situation. It also discusses the impact of passive ETF flows, fiscal deficits, and inflationary policies. For the quarter, the Fund's value decreased by 20.00%, and it is down 21.96% for the first half of the year, even though AI and related growth stocks were prominent during Q2. Additionally, the firm identified precious metals miners as a potentially strong investment, noting that they are significantly undervalued and present substantial asymmetrical opportunities. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, EMA GARP Fund highlighted Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) is a Canadian precious metal mining company that engages in the acquisition, exploration, and advancement of mineral properties. On July 24, 2026, Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) closed at $5.63 per share, reflecting a market capitalization of $986.77 million. Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) posted a one-month return of -10.21%, while its shares gained 69.07% over the past 52 weeks.
EMA GARP Fund stated the following regarding Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) in its Q2 2026 investor update:
"The miners are way, way too cheap at present gold and silver prices. And their earnings outlook is robust at higher bullion prices given the substantial operating leverage. Miner industry profitability is as good as it's been at any point in the last 25 years. Two Miner Case Studies are outlined – Aris and Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Crazy cheap and massive asymmetry.
Avino Silver and Gold is a mid-tier producer of mostly silver with some gold and copper credits. They operate two mines which share one mill in Mexico's Durango Province, a generally safe area free of cartel activity. In calendar 2025, they produced 2.6 million silver equivalent ounces at an average cost (AISC) of $23.75/ounce. With an average silver selling price of $44.70 per ounce during the year their average margin was $20.95/ounce. So, at the mine operating level they had contribution of $54 million. After SG&A, EBITDA for 2025 was $28.5 million. However silver prices today ($60/ounce) are substantially above last year's average price and in Q1 of 2026 they had EBITDA of $20 million. Bloomberg ******* yst's consensus for 2026 EBITDA is $80 million. So, the Company is trading at 12.5x EBITDA…." (Click here to read the full text)
#silver #Gold #fund #letter
In its Q2 2026 investor letter, EMA GARP Fund highlighted Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) is a Canadian precious metal mining company that engages in the acquisition, exploration, and advancement of mineral properties. On July 24, 2026, Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) closed at $5.63 per share, reflecting a market capitalization of $986.77 million. Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) posted a one-month return of -10.21%, while its shares gained 69.07% over the past 52 weeks.
EMA GARP Fund stated the following regarding Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) in its Q2 2026 investor update:
"The miners are way, way too cheap at present gold and silver prices. And their earnings outlook is robust at higher bullion prices given the substantial operating leverage. Miner industry profitability is as good as it's been at any point in the last 25 years. Two Miner Case Studies are outlined – Aris and Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Crazy cheap and massive asymmetry.
Avino Silver and Gold is a mid-tier producer of mostly silver with some gold and copper credits. They operate two mines which share one mill in Mexico's Durango Province, a generally safe area free of cartel activity. In calendar 2025, they produced 2.6 million silver equivalent ounces at an average cost (AISC) of $23.75/ounce. With an average silver selling price of $44.70 per ounce during the year their average margin was $20.95/ounce. So, at the mine operating level they had contribution of $54 million. After SG&A, EBITDA for 2025 was $28.5 million. However silver prices today ($60/ounce) are substantially above last year's average price and in Q1 of 2026 they had EBITDA of $20 million. Bloomberg ******* yst's consensus for 2026 EBITDA is $80 million. So, the Company is trading at 12.5x EBITDA…." (Click here to read the full text)
#silver #Gold #fund #letter
1 hr. ago
Brandes Investment Partners, an ***** et management company, released its second-quarter 2026 investor letter for its "Brandes Small Cap Value Fund". A copy of the letter is available to download here. In Q2 2026, the Fund underperformed the Russell 2000 Index's 21.49% gain and the Russell 2000 Value Index's 17.19% rise. However, year-to-date, the fund (Class I Shares) increased by 23.17%, surpassing the 22.57% and 22.99% returns of the indexes, respectively. The second quarter's performance was mainly driven by holdings in the industrial sector, particularly aerospace and defense, as well as energy. Its underperformance was due to holdings and an underweight position in the information technology sector. The Firm remains optimistic about value stocks, citing their attractive valuations and strong free cash flow generation. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)
#company #investor #letter
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)
#company #investor #letter
1 hr. ago
ACCIONA Energía has finalised the sale of a 361MW portfolio of operational wind farms in Spain to Galp New Energies in a deal valued at €432m ($491.2m).
The transaction, which covered ***** ets with no financial debt, was signed and closed simultaneously, with all proceeds received at closing.
The portfolio comprises 15 wind farms in the provinces of Ciudad Real, Guadalajara, Navarra, Palencia, Seville and Zaragoza.
The wind ***** ets have an average operating age of 21 years, with an average commercial operation date of 2005.
They are expected to generate around 800GW-hours of electricity annually and currently operate on a merchant basis.
#energ
The transaction, which covered ***** ets with no financial debt, was signed and closed simultaneously, with all proceeds received at closing.
The portfolio comprises 15 wind farms in the provinces of Ciudad Real, Guadalajara, Navarra, Palencia, Seville and Zaragoza.
The wind ***** ets have an average operating age of 21 years, with an average commercial operation date of 2005.
They are expected to generate around 800GW-hours of electricity annually and currently operate on a merchant basis.
#energ
2 hours ago
Bloom Energy (BE) investors have a date they should not forget.
The fuel cell maker is set to report second-quarter earnings on July 28, and this one carries extra weight. Bloom just closed its best quarter ever, then followed it up with two of the biggest announcements in company history.
Tesla Missed by 38% But Elon Musk Is Not Worried. Here's What TSLA Investors Should Make of That.
What Do Monday Morning's Markets Bring to Mind?
Crude Oil Prices Plunge as Supply Threats Ease
#energy #july #missed #musk
The fuel cell maker is set to report second-quarter earnings on July 28, and this one carries extra weight. Bloom just closed its best quarter ever, then followed it up with two of the biggest announcements in company history.
Tesla Missed by 38% But Elon Musk Is Not Worried. Here's What TSLA Investors Should Make of That.
What Do Monday Morning's Markets Bring to Mind?
Crude Oil Prices Plunge as Supply Threats Ease
#energy #july #missed #musk
2 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."
#NASDAQ #mksi #semiconductor
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."
#NASDAQ #mksi #semiconductor
2 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Allegro MicroSystems, Inc. (NASDAQ:ALGM). Allegro MicroSystems, Inc. (NASDAQ:ALGM) is a semiconductor company that develops sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions. On July 24, 2026, Allegro MicroSystems, Inc. (NASDAQ:ALGM) closed at $46.03 per share, reflecting a market capitalization of $8.58 billion. Allegro MicroSystems, Inc. (NASDAQ:ALGM) posted a one-month return of -32.12%, while its shares gained 31.09% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Allegro MicroSystems, Inc. (NASDAQ:ALGM) in its Q2 2026 investor update:
"Allegro MicroSystems, Inc. (NASDAQ:ALGM) is perhaps better known as a sensor company, creating advanced position and movement sensors for use in areas such as robotics. However as a provider of specialist semiconductor chips into the datacentre market they too saw a sharp increase in demand, as well as share price performance."
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 34 hedge fund portfolios held Allegro MicroSystems, Inc. (NASDAQ:ALGM) at the end of the first quarter, up from 28 in the previous quarter. While we acknowledge the potential of Allegro MicroSystems, Inc. (NASDAQ:ALGM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#allegro #algm #investor
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Allegro MicroSystems, Inc. (NASDAQ:ALGM). Allegro MicroSystems, Inc. (NASDAQ:ALGM) is a semiconductor company that develops sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions. On July 24, 2026, Allegro MicroSystems, Inc. (NASDAQ:ALGM) closed at $46.03 per share, reflecting a market capitalization of $8.58 billion. Allegro MicroSystems, Inc. (NASDAQ:ALGM) posted a one-month return of -32.12%, while its shares gained 31.09% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Allegro MicroSystems, Inc. (NASDAQ:ALGM) in its Q2 2026 investor update:
"Allegro MicroSystems, Inc. (NASDAQ:ALGM) is perhaps better known as a sensor company, creating advanced position and movement sensors for use in areas such as robotics. However as a provider of specialist semiconductor chips into the datacentre market they too saw a sharp increase in demand, as well as share price performance."
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 34 hedge fund portfolios held Allegro MicroSystems, Inc. (NASDAQ:ALGM) at the end of the first quarter, up from 28 in the previous quarter. While we acknowledge the potential of Allegro MicroSystems, Inc. (NASDAQ:ALGM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#allegro #algm #investor
4 hours ago
WASHINGTON (AP) — Iran launched multiple ballistic missiles at American forces in the Middle East on Tuesday, shattering a brief pause in fighting as mediators tried to get both sides back to negotiations and toward a ceasefire, the U.S. military said.
All Iranian missiles were successfully intercepted, the U.S. Central Command said in a statement, adding that U.S. forces "remain vigilant and at a high state of readiness."
The United States and Iran had experienced a period of calm, during which neither announced attacks for days following weeks of escalation over the strategic Strait of Hormuz, the Persian Gulf waterway and narrow chokepoint through which 20% of the world's oil normally flows.
There was no immediate comment from Tehran on the U.S. military statement or the strikes.
Iran effectively closed the strait when the war began by firing at freighters and tankers off its coast or threatening them. Following the signing of an interim ceasefire deal in June, a battle for control over the strait erupted.
#Iran #following #military #statement
All Iranian missiles were successfully intercepted, the U.S. Central Command said in a statement, adding that U.S. forces "remain vigilant and at a high state of readiness."
The United States and Iran had experienced a period of calm, during which neither announced attacks for days following weeks of escalation over the strategic Strait of Hormuz, the Persian Gulf waterway and narrow chokepoint through which 20% of the world's oil normally flows.
There was no immediate comment from Tehran on the U.S. military statement or the strikes.
Iran effectively closed the strait when the war began by firing at freighters and tankers off its coast or threatening them. Following the signing of an interim ceasefire deal in June, a battle for control over the strait erupted.
#Iran #following #military #statement
5 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#fund #amati #global
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#fund #amati #global
5 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, se
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, se
7 hours ago
FLORHAM PARK, N.J. (AP) — Geno Smith is eager to get back to work for the New York Jets after off-field allegations this offseason had him concerned he could've been a "distraction" to the team.
The 35-year-old quarterback opened his news conference Tuesday after he and his teammates reported for training camp by addressing ******* ault accusations by a woman last month in Davie, Florida. After a short investigation, the case was closed without any charges filed.
"I really hate the fact that, you know, something I was a part of could have been a distraction for this team, my teammates, this organization because a lot of hard work's been put in," Smith said. "And a lot of guys have put a lot of work in for us to be in a good spot as a team. I'm happy that I'm able to put this behind me. I'm looking forward to moving forward and just continuing to build day by day with my guys."
Smith, in his second stint with the Jets after being acquired from Las Vegas in March, said he spoke with coach Aaron Glenn, general manager Darren Mougey and his teammates about the situation but didn't discuss any details. Smith also reportedly had two traffic violations in Florida during the offseason.
"Like I said, we'll put this behind us and we're moving forward," Smith said.
#teammates #Jets
The 35-year-old quarterback opened his news conference Tuesday after he and his teammates reported for training camp by addressing ******* ault accusations by a woman last month in Davie, Florida. After a short investigation, the case was closed without any charges filed.
"I really hate the fact that, you know, something I was a part of could have been a distraction for this team, my teammates, this organization because a lot of hard work's been put in," Smith said. "And a lot of guys have put a lot of work in for us to be in a good spot as a team. I'm happy that I'm able to put this behind me. I'm looking forward to moving forward and just continuing to build day by day with my guys."
Smith, in his second stint with the Jets after being acquired from Las Vegas in March, said he spoke with coach Aaron Glenn, general manager Darren Mougey and his teammates about the situation but didn't discuss any details. Smith also reportedly had two traffic violations in Florida during the offseason.
"Like I said, we'll put this behind us and we're moving forward," Smith said.
#teammates #Jets
7 hours ago
TORONTO (AP) — Amazon's Prime Video will exclusively broadcast Wednesday night national NHL regular-season games in Canada in English and French beginning next season as part of a new 12-year licensing agreement with Rogers Communications Inc. announced Tuesday.
The streaming service will also carry select Stanley Cup playoff series, including two first-round series and one second-round matchup annually.
The agreement spans the length of Rogers' $11 billion, 12-year deal with the NHL for national media rights on all platforms in Canada through the 2037-38 season. Terms were not disclosed.
"We're thrilled to expand our partnership with the NHL and Rogers in this landmark agreement, which brings even more premium live sports to Prime members in Canada," said Jay Marine, head of global sports at Prime Video.
Prime Video's lineup will include at least 26 national regular-season games, starting Sept. 30, and will be available to Prime subscribers in Canada at no additional cost; Rogers-owned Sportsnet retains the majority of national NHL games. A Rogers spokesperson said the playoff allocation will follow a draft format: Prime Video will receive the fourth and fifth selections among the eight first-round series and the third choice among the four second-round matchups.
#national #regular
The streaming service will also carry select Stanley Cup playoff series, including two first-round series and one second-round matchup annually.
The agreement spans the length of Rogers' $11 billion, 12-year deal with the NHL for national media rights on all platforms in Canada through the 2037-38 season. Terms were not disclosed.
"We're thrilled to expand our partnership with the NHL and Rogers in this landmark agreement, which brings even more premium live sports to Prime members in Canada," said Jay Marine, head of global sports at Prime Video.
Prime Video's lineup will include at least 26 national regular-season games, starting Sept. 30, and will be available to Prime subscribers in Canada at no additional cost; Rogers-owned Sportsnet retains the majority of national NHL games. A Rogers spokesperson said the playoff allocation will follow a draft format: Prime Video will receive the fourth and fifth selections among the eight first-round series and the third choice among the four second-round matchups.
#national #regular
7 hours ago
The Detroit Lions, who will conduct their first training camp practice of the year Wednesday, placed offensive lineman Christian Mahogany on the active/Non-Football Injury (NFI) list Tuesday, and defensive back Christian Izien was placed on the active/Non-Football Illness (NFI) list.
These designations are similar to that of the active/Physically Unable to Perform (PUP) list, which safeties Kerby Joseph (knee) and Brian Branch (Achilles), as well as tight end Tyler Conklin (undisclosed), were placed on Sunday. All five players cannot practice until being activated, but they can be activated at any time. The one difference is PUP has to do with football-related injuries. NFI is for injuries or illnesses that occurred away from the team.
Veterans reported to Allen Park on Tuesday.
It's not immediately known what exactly Mahogany and Izien are dealing with, though Lions coach Dan Campbell will likely share injury updates regarding those two, along with Joseph, Branch and Conklin, during his news conference Wednesday.
The Lions on Tuesday also released defensive tackle Jay Tufele, a veteran who was signed in April and figured to compete for opportunties as depth behind presumed starters Alim McNeill and Tyleik Williams.
#christian #mahogany
These designations are similar to that of the active/Physically Unable to Perform (PUP) list, which safeties Kerby Joseph (knee) and Brian Branch (Achilles), as well as tight end Tyler Conklin (undisclosed), were placed on Sunday. All five players cannot practice until being activated, but they can be activated at any time. The one difference is PUP has to do with football-related injuries. NFI is for injuries or illnesses that occurred away from the team.
Veterans reported to Allen Park on Tuesday.
It's not immediately known what exactly Mahogany and Izien are dealing with, though Lions coach Dan Campbell will likely share injury updates regarding those two, along with Joseph, Branch and Conklin, during his news conference Wednesday.
The Lions on Tuesday also released defensive tackle Jay Tufele, a veteran who was signed in April and figured to compete for opportunties as depth behind presumed starters Alim McNeill and Tyleik Williams.
#christian #mahogany
8 hours ago
The Jets moved wide receiver Tim Patrick back to the active roster on Tuesday, the team announced. Defensive end Joseph Ossai, though, was added to the active/physically unable to perform list.
Patrick, whose injury was undisclosed, went on the list Saturday.
He signed with the Jets in May after appearing in 16 games for the Jaguars last season. He totaled 15 receptions for 187 yards and three touchdowns in 2025.
Ossai, whose injury is undisclosed, signed with the Jets on March 12. A third-round pick of the Bengals in 2021, he has totaled 116 total tackles, 44 quarterback hits and 14.5 sacks.
In 2025, Ossai played a career-high 616 defensive snaps and logged 71 special teams snaps.
#patrick #list #injury
Patrick, whose injury was undisclosed, went on the list Saturday.
He signed with the Jets in May after appearing in 16 games for the Jaguars last season. He totaled 15 receptions for 187 yards and three touchdowns in 2025.
Ossai, whose injury is undisclosed, signed with the Jets on March 12. A third-round pick of the Bengals in 2021, he has totaled 116 total tackles, 44 quarterback hits and 14.5 sacks.
In 2025, Ossai played a career-high 616 defensive snaps and logged 71 special teams snaps.
#patrick #list #injury
9 hours ago
WASHINGTON (AP) — A former Olympian charged with deliberately damaging the Lincoln Memorial Reflecting Pool is seeking access to all of the closed-door testimony that led to his indictment, pointing to "irregularities" in those grand jury proceedings.
In a court filing Monday, David Hearn's attorneys requested an order for the government to turn over a complete transcript of all grand jury proceedings. They also want prosecutors to disclose the legal instructions they gave to grand jurors about the elements of Hearn's alleged crime.
Hearn pleaded not guilty earlier this month to one felony count of property destruction and has a trial scheduled to start Sept. 28 in D.C. Superior Court. The charge, which carries a maximum prison sentence of 10 years upon conviction, accuses Hearn of causing at least $1,000 in damage to the pool.
But his lawyers question whether prosecutors properly presented the grand jury with adequate evidence to support the amount of damage alleged in Hearn's indictment. A National Park Service official testified that the pool already was damaged before Hearn allegedly touched it, couldn't quantify any damage attributable to Hearn and said the same repairs would have been required regardless of his conduct, defense attorneys said.
"The witness's testimony established that the pool had substantial preexisting damage requiring repair before any alleged conduct by Mr. Hearn," his lawyers wrote. "According to the witness, the pool was leaking more than one million gallons of water per week; its expansion joints had exceeded their service life; and the liner already contained a rip."
#pool #jury #court #service
In a court filing Monday, David Hearn's attorneys requested an order for the government to turn over a complete transcript of all grand jury proceedings. They also want prosecutors to disclose the legal instructions they gave to grand jurors about the elements of Hearn's alleged crime.
Hearn pleaded not guilty earlier this month to one felony count of property destruction and has a trial scheduled to start Sept. 28 in D.C. Superior Court. The charge, which carries a maximum prison sentence of 10 years upon conviction, accuses Hearn of causing at least $1,000 in damage to the pool.
But his lawyers question whether prosecutors properly presented the grand jury with adequate evidence to support the amount of damage alleged in Hearn's indictment. A National Park Service official testified that the pool already was damaged before Hearn allegedly touched it, couldn't quantify any damage attributable to Hearn and said the same repairs would have been required regardless of his conduct, defense attorneys said.
"The witness's testimony established that the pool had substantial preexisting damage requiring repair before any alleged conduct by Mr. Hearn," his lawyers wrote. "According to the witness, the pool was leaking more than one million gallons of water per week; its expansion joints had exceeded their service life; and the liner already contained a rip."
#pool #jury #court #service
9 hours ago
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Nvidia Corp. CEO Jensen Huang said the U.S. should embrace, not ban, China's AI models, arguing that high-quality open-source technology should be used rather than feared.
In an interview with Axios on Tuesday, Huang called the Chinese models "excellent" and dismissed concerns that OpenAI and Anthropic should fear open AI models, saying they broaden AI adoption by attracting new users, while many customers will still pay for the superior performance and reliability of closed models.
Huang pushed back on fears that downloaded Chinese AI models create a "backdoor" to Beijing, arguing they can be securely customized and isolated.
Don't Miss:
#chinese #arguing #finance #NVIDIA
Nvidia Corp. CEO Jensen Huang said the U.S. should embrace, not ban, China's AI models, arguing that high-quality open-source technology should be used rather than feared.
In an interview with Axios on Tuesday, Huang called the Chinese models "excellent" and dismissed concerns that OpenAI and Anthropic should fear open AI models, saying they broaden AI adoption by attracting new users, while many customers will still pay for the superior performance and reliability of closed models.
Huang pushed back on fears that downloaded Chinese AI models create a "backdoor" to Beijing, arguing they can be securely customized and isolated.
Don't Miss:
#chinese #arguing #finance #NVIDIA
9 hours ago
DUBAI, July 28 (Reuters) - Iran has proposed to Oman a temporary arrangement to reopen the Strait of Hormuz under which one direction of traffic would pass through Iranian waters and part of the opposite route would also be in Iranian waters, Deputy Foreign Minister Kazem Gharibabadi told state television on Tuesday.
Gharibabadi said Tehran rejected an Omani proposal for an equal division of transit routes between the two countries, saying such a plan did not address Tehran's security concerns until long-term regional stability is achieved.
He said the Strait of Hormuz would remain closed if Muscat rejected Iran's proposal, adding that Tehran had never recognised the southern route along Oman's coast.
Gharibabadi also said Tehran had made it clear to Muscat that it no longer recognised the Traffic Separation Scheme (TSS), arguing that this pathway roughly in the middle of the waterway lies mostly within Omani waters and runs contrary to Iran's need to monitor transiting vessels after being attacked by the U.S. and Israel in late February.
The TSS, adopted by the International Maritime Organization, is currently unusable due to the risk of mines and has been replaced with Iran's northern route and Oman's southern route.
#route #tehran #muscat #TRAFFIC
Gharibabadi said Tehran rejected an Omani proposal for an equal division of transit routes between the two countries, saying such a plan did not address Tehran's security concerns until long-term regional stability is achieved.
He said the Strait of Hormuz would remain closed if Muscat rejected Iran's proposal, adding that Tehran had never recognised the southern route along Oman's coast.
Gharibabadi also said Tehran had made it clear to Muscat that it no longer recognised the Traffic Separation Scheme (TSS), arguing that this pathway roughly in the middle of the waterway lies mostly within Omani waters and runs contrary to Iran's need to monitor transiting vessels after being attacked by the U.S. and Israel in late February.
The TSS, adopted by the International Maritime Organization, is currently unusable due to the risk of mines and has been replaced with Iran's northern route and Oman's southern route.
#route #tehran #muscat #TRAFFIC
10 hours ago
The BitMart and BitMEX shutdowns have drawn bullish reactions, with ******* ysts calling the closures a healthy reset.
BitMart began winding down on Sunday, three days after BitMEX confirmed its own exit. AscendEX closed on July 1, bringing the total number of exchange closures this month to 3.
Moonrock Capital founder and managing partner Simon Dedic argued that the recent closures of several centralised crypto exchanges reflect deeper flaws in the industry's business model.
"The extraction model has a fatal flaw: it needs a steady supply of victims. When those dry up, so does the business. One of the underrated perks of a brutal bear: the market is actually healing," he noted.
Ran Neuner, CEO of Crypto Banter, made a cycle-timing argument instead. According to him,
#bitmart #business #model #moonrock
BitMart began winding down on Sunday, three days after BitMEX confirmed its own exit. AscendEX closed on July 1, bringing the total number of exchange closures this month to 3.
Moonrock Capital founder and managing partner Simon Dedic argued that the recent closures of several centralised crypto exchanges reflect deeper flaws in the industry's business model.
"The extraction model has a fatal flaw: it needs a steady supply of victims. When those dry up, so does the business. One of the underrated perks of a brutal bear: the market is actually healing," he noted.
Ran Neuner, CEO of Crypto Banter, made a cycle-timing argument instead. According to him,
#bitmart #business #model #moonrock
10 hours ago
After another frenetic week in the markets, investors are preparing on Monday to step into a new five-day stretch that might get even busier, with a ream of Big Tech earnings, a Fed decision, and rapidly worsening conditions in the Middle East all front and center.
The S&P 500 (^GSPC) closed out Friday 0.1% in the green, for a loss of 0.6% on the week. The Dow (^DJI) gained 0.6% on Friday to close the week 0.4% down, while the Nasdaq (^IXIC) slid 0.6% on Friday, for a weekly loss of 2.1%.
Earnings from four of the "Magnificent Seven" Big Tech leaders headline the week: Microsoft (MSFT) and Meta (META) on Wednesday, then Apple (AAPL) and Amazon.com (AMZN) on Thursday.
As was true for earnings last week from Alphabet and Tesla, there's one big question looming over the Magnificent Seven's second quarter reports: How much are you spending, and, crucially, what are you getting for it? Can you show real return on investment?
But it's not all about the Magnificent Seven as investors step into the busiest week of the quarter.
#Friday #meta
The S&P 500 (^GSPC) closed out Friday 0.1% in the green, for a loss of 0.6% on the week. The Dow (^DJI) gained 0.6% on Friday to close the week 0.4% down, while the Nasdaq (^IXIC) slid 0.6% on Friday, for a weekly loss of 2.1%.
Earnings from four of the "Magnificent Seven" Big Tech leaders headline the week: Microsoft (MSFT) and Meta (META) on Wednesday, then Apple (AAPL) and Amazon.com (AMZN) on Thursday.
As was true for earnings last week from Alphabet and Tesla, there's one big question looming over the Magnificent Seven's second quarter reports: How much are you spending, and, crucially, what are you getting for it? Can you show real return on investment?
But it's not all about the Magnificent Seven as investors step into the busiest week of the quarter.
#Friday #meta
10 hours ago
Northrop Grumman Corporation (NYSE:NOC) beat quarterly expectations, secured $20 billion in net awards, reported record backlog, and raised its 2026 sales and MTM-adjusted earnings forecasts. Yet the shares closed 2.23% lower at $512.29 on July 21.
The contradiction becomes clearer when the quality of the earnings beat is separated from the size of the order book. ***** ysts said a substantially lower tax rate drove much of the upside, while operating income declined in two of Northrop's four segments. The company also left its segment operating-income and adjusted free-cash-flow forecasts unchanged.
JPMorgan ***** yst Seth Seifman pointed to the market's "tendency to punish execution challenges." That appears to capture the reaction. Investors did not question whether Northrop can win more work. They questioned how much profit it can retain while delivering that work and expanding production.
Are the latest program charges temporary costs of meeting surging defense demand, or evidence that Northrop's backlog is growing faster than its ability to execute profitably?
The bull case is that Northrop's execution problems remain concentrated in a few programs, while the broader demand environment is becoming stronger.
#adjusted #forecasts #much
The contradiction becomes clearer when the quality of the earnings beat is separated from the size of the order book. ***** ysts said a substantially lower tax rate drove much of the upside, while operating income declined in two of Northrop's four segments. The company also left its segment operating-income and adjusted free-cash-flow forecasts unchanged.
JPMorgan ***** yst Seth Seifman pointed to the market's "tendency to punish execution challenges." That appears to capture the reaction. Investors did not question whether Northrop can win more work. They questioned how much profit it can retain while delivering that work and expanding production.
Are the latest program charges temporary costs of meeting surging defense demand, or evidence that Northrop's backlog is growing faster than its ability to execute profitably?
The bull case is that Northrop's execution problems remain concentrated in a few programs, while the broader demand environment is becoming stronger.
#adjusted #forecasts #much
10 hours ago
PORTLAND, Ore. (AP) — Part of a major interstate highway in Oregon was closed Monday due to a wildfire that forced a small town to evacuate, one of dozens of blazes burning across the state.
The Fox Fire forced the closure of Interstate 84 for some 70 miles (113 kilometers) between Baker City and Ontario near the Idaho state line before reopening later in the day, the Oregon Department of Transportation said. I-84 is a key thoroughfare, running from Portland in the west through the Columbia River Gorge and into eastern Oregon before crossing the Snake River eastward through Boise.
The transportation department said the wildfire remains active in the area and that intermittent closures were still possible.
Challenging wildfires have burned across the Western U.S. this summer, following months of dry weather, a record lack of snow in some areas, hot spells and erratic winds. Federal authorities announced Saturday that a fourth firefighter died of his injuries after he and several colleagues were overcome last month by a fast-moving wildfire near the Colorado-Utah border.
The Fox Fire was burning near the Oregon-Idaho state line about 12 miles (19 kilometers) northeast of the small town of Huntington, which was under a Level 3 "Go Now" evacuation order, meaning its roughly 500 residents have been told to leave immediately.
#portland #idaho
The Fox Fire forced the closure of Interstate 84 for some 70 miles (113 kilometers) between Baker City and Ontario near the Idaho state line before reopening later in the day, the Oregon Department of Transportation said. I-84 is a key thoroughfare, running from Portland in the west through the Columbia River Gorge and into eastern Oregon before crossing the Snake River eastward through Boise.
The transportation department said the wildfire remains active in the area and that intermittent closures were still possible.
Challenging wildfires have burned across the Western U.S. this summer, following months of dry weather, a record lack of snow in some areas, hot spells and erratic winds. Federal authorities announced Saturday that a fourth firefighter died of his injuries after he and several colleagues were overcome last month by a fast-moving wildfire near the Colorado-Utah border.
The Fox Fire was burning near the Oregon-Idaho state line about 12 miles (19 kilometers) northeast of the small town of Huntington, which was under a Level 3 "Go Now" evacuation order, meaning its roughly 500 residents have been told to leave immediately.
#portland #idaho
10 hours ago
Both Alphabet and Tesla posted negative quarterly free cash flow, but their profitability, balance sheets and stock swings after earnings show quite different dangers.
Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for artificial intelligence spending without asking about its cash flow impact.
But their stocks tell two distinct tales presently.
Shares of Tesla sank more than 14% on July 23, while Alphabet slid almost 7% after both companies disclosed negative quarterly free cash flow and detailed plans for increased spending. The selloff also dragged on the broader market, as the Magnificent Seven account for over 30% of the S&P 500's value.
But by July 27, Alphabet was up about 3%, trading near $328.60 in late-morning trading. Tesla was last down about 1.4% at $308.76.
#negative
Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for artificial intelligence spending without asking about its cash flow impact.
But their stocks tell two distinct tales presently.
Shares of Tesla sank more than 14% on July 23, while Alphabet slid almost 7% after both companies disclosed negative quarterly free cash flow and detailed plans for increased spending. The selloff also dragged on the broader market, as the Magnificent Seven account for over 30% of the S&P 500's value.
But by July 27, Alphabet was up about 3%, trading near $328.60 in late-morning trading. Tesla was last down about 1.4% at $308.76.
#negative
11 hours ago
Walsall have made their 10th signing of the summer transfer window with the arrival of Harrogate Town winger Reece Smith on a three-year contract for an undisclosed fee.
The 24-year-old featured in all but one of Harrogate's League Two games last term, having joined from non-league Maidenhead United where he came through the academy and spent four and a half seasons in the first team.
Smith, who played in Harrogate's 2-0 win at the Pallet-Track Stadium in the penultimate game of last season, said his move to Walsall felt like "a big step up" and added boss Lee Grant's plan to use him on the left or as a number 10 was "music to my ears".
Grant, who is putting the finishing touches to his first pre-season at the club having taken charge in May, described the deal for Smith as "another coup" for the Saddlers having been keen to sign him for "a very long time".
Walsall begin the new campaign in the Carabao Cup at Bristol City on 6 August before opening their League Two programme away to Gillingham the following Saturday.
#year
The 24-year-old featured in all but one of Harrogate's League Two games last term, having joined from non-league Maidenhead United where he came through the academy and spent four and a half seasons in the first team.
Smith, who played in Harrogate's 2-0 win at the Pallet-Track Stadium in the penultimate game of last season, said his move to Walsall felt like "a big step up" and added boss Lee Grant's plan to use him on the left or as a number 10 was "music to my ears".
Grant, who is putting the finishing touches to his first pre-season at the club having taken charge in May, described the deal for Smith as "another coup" for the Saddlers having been keen to sign him for "a very long time".
Walsall begin the new campaign in the Carabao Cup at Bristol City on 6 August before opening their League Two programme away to Gillingham the following Saturday.
#year
11 hours ago
Four days after OpenAI disclosed that its models had escaped a cyber evaluation and compromised Hugging Face, CEO Sam Altman said humanity had entered science-fiction territory.
"We are now, like, in the singularity. This is the moment."— Sam Altman, July 25 episode of Relentless
Altman did not present the breach as evidence for that claim, but the timing gave his words an uncomfortable real-world backdrop.
OpenAI disabled its production safety classifiers to measure the models' maximum cyber capability. Its July 21 disclosure said they exploited a proxy zero-day, escaped isolation, reached the internet and used stolen credentials and other methods to enter Hugging Face's production systems. They pursued benchmark answers, not a self-selected goal, yet improvised against a live company beyond a boundary their operators expected to hold.
Reuters reported on July 24 that the intrusion ran from July 11 through July 13 and OpenAI took nearly a week after the first escape attempt to connect its test to the breach. Hugging Face had already disclosed it and contacted the FBI. An OpenAI spokeswoman alleged "several inaccuracies" without identifying them. This is not proof that AI has surpassed humanity or begun rewriting itself. It shows agents can sustain complex operations long enough to outrun their controls.
#humanity
"We are now, like, in the singularity. This is the moment."— Sam Altman, July 25 episode of Relentless
Altman did not present the breach as evidence for that claim, but the timing gave his words an uncomfortable real-world backdrop.
OpenAI disabled its production safety classifiers to measure the models' maximum cyber capability. Its July 21 disclosure said they exploited a proxy zero-day, escaped isolation, reached the internet and used stolen credentials and other methods to enter Hugging Face's production systems. They pursued benchmark answers, not a self-selected goal, yet improvised against a live company beyond a boundary their operators expected to hold.
Reuters reported on July 24 that the intrusion ran from July 11 through July 13 and OpenAI took nearly a week after the first escape attempt to connect its test to the breach. Hugging Face had already disclosed it and contacted the FBI. An OpenAI spokeswoman alleged "several inaccuracies" without identifying them. This is not proof that AI has surpassed humanity or begun rewriting itself. It shows agents can sustain complex operations long enough to outrun their controls.
#humanity
11 hours ago
Tom Cruise and Katie Holmes' daughter has legally changed her name from Suri Cruise to Suri Noelle.
Voter-registration records obtained by People show that the 20-year-old registered in Pennsylvania under the new name during her freshman year at Carnegie Mellon University. Noelle is Holmes' middle name.
Suri had already begun using the name publicly before starting college. She was identified as Suri Noelle in the program for her June 2024 graduation from New York City's LaGuardia High School and in an earlier school-theater production.
The location and date of the formal name-change process have not been disclosed.
Suri registered to vote in Allegheny County, Pennsylvania, in October 2024, shortly after beginning her first year at Carnegie Mellon. The registration lists her as Suri Noelle, according to People.
#suri #year #cruise #mellon
Voter-registration records obtained by People show that the 20-year-old registered in Pennsylvania under the new name during her freshman year at Carnegie Mellon University. Noelle is Holmes' middle name.
Suri had already begun using the name publicly before starting college. She was identified as Suri Noelle in the program for her June 2024 graduation from New York City's LaGuardia High School and in an earlier school-theater production.
The location and date of the formal name-change process have not been disclosed.
Suri registered to vote in Allegheny County, Pennsylvania, in October 2024, shortly after beginning her first year at Carnegie Mellon. The registration lists her as Suri Noelle, according to People.
#suri #year #cruise #mellon
14 hours ago
The Yankees (60-46) continue their four-game series at Rate Field tonight looking to build on last night's come from behind 9-5 win over the White Sox (55-50). New York remains 2.5 games behind the Rays in the AL East and comfortably atop the Wild Card standings. Thanks to the Guardians' loss last night, the Sox remain two games up in the AL Central.
Last night, the Sox jumped Max Fried early scoring three times in the first inning, highlighted by RBI hits from Colson Montgomery and Braden Montgomery. New York rallied in the fourth. The Yankees plated four runs. Ben Rice drove in a run with a groundout before Jazz Chisholm Jr. delivered the biggest hit of the inning, a two-run double to tie the game. Spencer Jones closed the scoring that inning with an RBI groundout. Chicago tied it in the fifth before the Yankees blew it open with a run in the seventh and four more in the eighth. Backup catcher Alí Sánchez delivered the knockout blow with a three-run homer to left in that decisive eighth inning.
Chicago managed 10 hits, matching New York's total, but defensive miscues proved costly. The White Sox committed three errors which extended rallies and certainly did not help Chicago's comeback efforts.
Tonight, the Yankees are expected to hand the ball to veteran ace Gerrit Cole (3-5, 3.92 ERA). Cole's last outing was against the Pirates last Wednesday. He threw a season-best seven innings allowing four hits and three runs while striking out 11. Two of the four Bucs' hits were home runs. Cole has now served up 11 home runs over his last 9 starts. Chicago is expected to counter with left-hander Anthony Kay (7-4, 4.21 ERA), who has been consistently good for much of the season. In July, Kay has given up seven runs in 18.1 innings of work. The issue has been stamina for the southpaw as Kay has not pitched more than 5.1 innings in any of his last 5 starts and has not reached the fifth in three of those five.
Lets dive further into tonight's game and find a sweat or two.
#yankees #runs #hits #innings
Last night, the Sox jumped Max Fried early scoring three times in the first inning, highlighted by RBI hits from Colson Montgomery and Braden Montgomery. New York rallied in the fourth. The Yankees plated four runs. Ben Rice drove in a run with a groundout before Jazz Chisholm Jr. delivered the biggest hit of the inning, a two-run double to tie the game. Spencer Jones closed the scoring that inning with an RBI groundout. Chicago tied it in the fifth before the Yankees blew it open with a run in the seventh and four more in the eighth. Backup catcher Alí Sánchez delivered the knockout blow with a three-run homer to left in that decisive eighth inning.
Chicago managed 10 hits, matching New York's total, but defensive miscues proved costly. The White Sox committed three errors which extended rallies and certainly did not help Chicago's comeback efforts.
Tonight, the Yankees are expected to hand the ball to veteran ace Gerrit Cole (3-5, 3.92 ERA). Cole's last outing was against the Pirates last Wednesday. He threw a season-best seven innings allowing four hits and three runs while striking out 11. Two of the four Bucs' hits were home runs. Cole has now served up 11 home runs over his last 9 starts. Chicago is expected to counter with left-hander Anthony Kay (7-4, 4.21 ERA), who has been consistently good for much of the season. In July, Kay has given up seven runs in 18.1 innings of work. The issue has been stamina for the southpaw as Kay has not pitched more than 5.1 innings in any of his last 5 starts and has not reached the fifth in three of those five.
Lets dive further into tonight's game and find a sweat or two.
#yankees #runs #hits #innings
15 hours ago
The Chicago Bears kick off training camp this week at Halas Hall, which marks the unofficial start to the 2026 NFL season -- and the second under head coach Ben Johnson.
While players have already started to report, training camp officially begins on Wednesday, July 22 with a closed practice. But there are 11 practices open to the public (a free ticket is required for entry). The Bears will also have one joint practice with the Cincinnati Bengals and another with the Tennessee **** ans -- both open to the public -- ahead of their respective road preseason games on Aug. 20 and Aug. 27.
This will mark the seventh time the Bears will hold training camp at Halas Hall after 18 years practicing at Olivet Nazarene University in Bourbonnais.
Here's a list of the dates, times and details for each of the Bears' training camp practices, including joint practices and how to attend.
Friday, July 31
#halas
While players have already started to report, training camp officially begins on Wednesday, July 22 with a closed practice. But there are 11 practices open to the public (a free ticket is required for entry). The Bears will also have one joint practice with the Cincinnati Bengals and another with the Tennessee **** ans -- both open to the public -- ahead of their respective road preseason games on Aug. 20 and Aug. 27.
This will mark the seventh time the Bears will hold training camp at Halas Hall after 18 years practicing at Olivet Nazarene University in Bourbonnais.
Here's a list of the dates, times and details for each of the Bears' training camp practices, including joint practices and how to attend.
Friday, July 31
#halas
15 hours ago
The recent entry of Elon Musk's ******* eX (SPCX) into public markets has garnered investment interest on Capitol Hill, with half a dozen lawmakers taking stakes in the company, according to recently disclosed transactions.
The first apparent purchase came from Rep. Lisa McClain, a Republican and member of House Speaker Mike Johnson's leadership team. Her husband purchased between $100,000 and $250,000 in Musk's xAI in December 2025, before it was folded into ******* eX in February, giving the lawmaker and her family early exposure to the public debut on June 12.
SpaceX's initial public offering then saw five more lawmakers make purchases, according to the disclosures.
Rep. John James, a Michigan Republican, was first in as his wife bought between $15,000 and $50,000 worth of stock on the day of the IPO.
Three more GOP lawmakers — Rep. Daniel Meuser of Pennsylvania, William Timmons of South Carolina, and John McGuire of Virginia — obtained shares three days later.
#SpaceX #john #first #elon
The first apparent purchase came from Rep. Lisa McClain, a Republican and member of House Speaker Mike Johnson's leadership team. Her husband purchased between $100,000 and $250,000 in Musk's xAI in December 2025, before it was folded into ******* eX in February, giving the lawmaker and her family early exposure to the public debut on June 12.
SpaceX's initial public offering then saw five more lawmakers make purchases, according to the disclosures.
Rep. John James, a Michigan Republican, was first in as his wife bought between $15,000 and $50,000 worth of stock on the day of the IPO.
Three more GOP lawmakers — Rep. Daniel Meuser of Pennsylvania, William Timmons of South Carolina, and John McGuire of Virginia — obtained shares three days later.
#SpaceX #john #first #elon
16 hours ago
In five weeks time the summer 2026 transfer window will have closed and Bruno Guimaraes will be with Newcastle United, ***** nal, or another club.
That we can be sure of.
About the only thing we can be sure of.
What to believe?
So far the battle for Bruno Guimaraes has been a phony war.
#weeks
That we can be sure of.
About the only thing we can be sure of.
What to believe?
So far the battle for Bruno Guimaraes has been a phony war.
#weeks
16 hours ago
Grimsby Town have signed midfielder Cian Doyle on a two-year contract from Bray Wanderers.
Doyle has joined for an undisclosed fee from the League of Ireland First Division side for whom he has played 53 league games, scoring five times.
"Cian is a bright, energetic and young midfielder who we feel has a high ceiling," said Grimsby head coach David Artell.
The 21-year-old is the Mariners' fifth signing of the summer as they try to improve on last year's seventh place in League Two.
#league #year #bray
Doyle has joined for an undisclosed fee from the League of Ireland First Division side for whom he has played 53 league games, scoring five times.
"Cian is a bright, energetic and young midfielder who we feel has a high ceiling," said Grimsby head coach David Artell.
The 21-year-old is the Mariners' fifth signing of the summer as they try to improve on last year's seventh place in League Two.
#league #year #bray
