18 hours ago
Shares of Sprouts Farmers Market (NASDAQ: SFM) climbed more than 16% this past week after the natural and organic grocery chain delivered healthier-than-expected financial results in its most recent quarter.
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 »
Sprouts' net sales grew 5% year over year to $2.3 billion in its fiscal second quarter, which ended on June 28.
The retailer opened 7 new stores during the quarter, bringing its total to 490 locations across 25 states.
However, Sprouts' comparable sales, which include revenue from stores open for at least 60 weeks, declined by 1%. Sprouts faced difficult comparisons to the prior-year quarter, when its competitors' supply chain disruptions drove additional traffic to its stores.
#sprouts #NVIDIA #signal
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 »
Sprouts' net sales grew 5% year over year to $2.3 billion in its fiscal second quarter, which ended on June 28.
The retailer opened 7 new stores during the quarter, bringing its total to 490 locations across 25 states.
However, Sprouts' comparable sales, which include revenue from stores open for at least 60 weeks, declined by 1%. Sprouts faced difficult comparisons to the prior-year quarter, when its competitors' supply chain disruptions drove additional traffic to its stores.
#sprouts #NVIDIA #signal
24 hours ago
Interested in Loblaw Companies Limited? Here are five stocks we like better.
Loblaw delivered solid Q2 growth: Revenue rose 4.1% to C$15.3 billion, adjusted EBITDA increased 5.1% to C$1.9 billion, and adjusted diluted EPS climbed 11.9% to C$0.66.
Discount grocery, pharmacy and e-commerce led momentum. Hard-discount comparable sales grew nearly 4%, drug retail sales increased 6.1%, and online sales rose 19.3%; management also sees significant longer-term growth potential from generic GLP-1 medications.
Management maintained an upbeat outlook and boosted shareholder returns. Loblaw reaffirmed high-single-digit adjusted EPS growth for 2026, raised expected share repurchases to C$2.1 billion, and expects store expansion and distribution-center costs to ease in the second half.
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
#adjusted #sales
Loblaw delivered solid Q2 growth: Revenue rose 4.1% to C$15.3 billion, adjusted EBITDA increased 5.1% to C$1.9 billion, and adjusted diluted EPS climbed 11.9% to C$0.66.
Discount grocery, pharmacy and e-commerce led momentum. Hard-discount comparable sales grew nearly 4%, drug retail sales increased 6.1%, and online sales rose 19.3%; management also sees significant longer-term growth potential from generic GLP-1 medications.
Management maintained an upbeat outlook and boosted shareholder returns. Loblaw reaffirmed high-single-digit adjusted EPS growth for 2026, raised expected share repurchases to C$2.1 billion, and expects store expansion and distribution-center costs to ease in the second half.
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
#adjusted #sales
3 days ago
Starbucks Corp (NASDAQ:SBUX, XETRA:SRB) beat Wall Street estimates for fiscal third-quarter revenue and profit as its turnaround plan drove stronger-than-expected US sales growth.
Adjusted earnings per share came in at $0.85, above the $0.66 ***** yst estimate and up 70% year-over-year. Revenue was $9.3 billion, topping the $9.16 billion consensus though down 1% from a year earlier.
Global comparable sales rose 7.9%, with North America up 8.1% and international sales up 5.7%. US comparable sales climbed 7.9%, driven by a 4.2% rise in traffic and a 3.6% increase in average ticket.
Starbucks raised its full-year guidance, now expecting adjusted EPS of $2.55 to $2.65, above the $2.40 consensus. Global comparable sales growth is expected to near 6% for the year, with non-GAAP operating margin above 11% and 600 to 650 net new coffeehouses planned. Fourth-quarter US comparable sales are guided to grow at least 6.5%.
North America net revenue reached $7.4 billion, up 7%, while International net revenue fell 34% to $1.3 billion. Channel Development revenue rose 22% to $587.9 million.
#revenue #comparable
Adjusted earnings per share came in at $0.85, above the $0.66 ***** yst estimate and up 70% year-over-year. Revenue was $9.3 billion, topping the $9.16 billion consensus though down 1% from a year earlier.
Global comparable sales rose 7.9%, with North America up 8.1% and international sales up 5.7%. US comparable sales climbed 7.9%, driven by a 4.2% rise in traffic and a 3.6% increase in average ticket.
Starbucks raised its full-year guidance, now expecting adjusted EPS of $2.55 to $2.65, above the $2.40 consensus. Global comparable sales growth is expected to near 6% for the year, with non-GAAP operating margin above 11% and 600 to 650 net new coffeehouses planned. Fourth-quarter US comparable sales are guided to grow at least 6.5%.
North America net revenue reached $7.4 billion, up 7%, while International net revenue fell 34% to $1.3 billion. Channel Development revenue rose 22% to $587.9 million.
#revenue #comparable
4 days ago
NASCAR's first-ever In-Season Challenge appears to have accomplished exactly what the sport and its newest broadcast partner hoped it would.
TNT Sports released new audience data this week highlighting strong growth throughout its five-race stretch of the 2026 NASCAR Cup Series season, pointing to gains across television, streaming and younger audiences during the inaugural tournament.
The numbers offer an early indication that NASCAR's newest midseason competition resonated with fans while helping TNT build momentum during its first year back as a Cup Series broadcaster.
According to TNT Sports, coverage across TNT, truTV and HBO Max reached 16.6 million total viewers over the five-race In-Season Challenge, marking a 43% increase compared to 2025.
The network also reported its five Cup Series broadcasts averaged 2.0 million viewers. Excluding the weather-affected EchoPark Speedway race in Atlanta, which aired after a three-hour, nine-minute delay and produced the latest Cup Series finish in seven years, average viewership climbed to 2.2 million, an increase of more than 2.1 million viewers over the comparable races last season.
#race #viewers #sports #newest
TNT Sports released new audience data this week highlighting strong growth throughout its five-race stretch of the 2026 NASCAR Cup Series season, pointing to gains across television, streaming and younger audiences during the inaugural tournament.
The numbers offer an early indication that NASCAR's newest midseason competition resonated with fans while helping TNT build momentum during its first year back as a Cup Series broadcaster.
According to TNT Sports, coverage across TNT, truTV and HBO Max reached 16.6 million total viewers over the five-race In-Season Challenge, marking a 43% increase compared to 2025.
The network also reported its five Cup Series broadcasts averaged 2.0 million viewers. Excluding the weather-affected EchoPark Speedway race in Atlanta, which aired after a three-hour, nine-minute delay and produced the latest Cup Series finish in seven years, average viewership climbed to 2.2 million, an increase of more than 2.1 million viewers over the comparable races last season.
#race #viewers #sports #newest
4 days ago
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.
Philips had the kind of quarter that sounds great until you read past the headline. Sales up, margins up, cash flow guidance up. Then you notice the margin beat is wearing a costume: a U.S. tariff refund, not better medicine.
Philips posted second-quarter sales of €4.4 billion (about $5 billion), up 4% on a comparable basis. Adjusted EBITA margin jumped to 16.4%, but a €186 million US tariff refund did most of the actual lifting, worth 4.2 percentage points out of €609 million in operating income. Take that refund away and underlying margin actually slipped.
Orders told a rougher story: comparable intake fell 1%, dragged down by several big Connected Care contracts in North America that simply slid into next quarter. Europe, meanwhile, posted strong double-digit order growth, no asterisk required. All three divisions still grew, Diagnosis & Treatment up 2%, Connected Care up 2%, Personal Health up a genuinely solid 8%.
Management left full-year sales guidance untouched at 3-4.5%, but raised margin guidance to 13.5-14% and lifted free cash flow guidance to €1.5-1.7 billion, all while quietly excluding the still-unresolved Respironics legal mess, including active US investigations. Shares fell anyway. Investors did the math on the refund themselves.
#billion #connected
Philips had the kind of quarter that sounds great until you read past the headline. Sales up, margins up, cash flow guidance up. Then you notice the margin beat is wearing a costume: a U.S. tariff refund, not better medicine.
Philips posted second-quarter sales of €4.4 billion (about $5 billion), up 4% on a comparable basis. Adjusted EBITA margin jumped to 16.4%, but a €186 million US tariff refund did most of the actual lifting, worth 4.2 percentage points out of €609 million in operating income. Take that refund away and underlying margin actually slipped.
Orders told a rougher story: comparable intake fell 1%, dragged down by several big Connected Care contracts in North America that simply slid into next quarter. Europe, meanwhile, posted strong double-digit order growth, no asterisk required. All three divisions still grew, Diagnosis & Treatment up 2%, Connected Care up 2%, Personal Health up a genuinely solid 8%.
Management left full-year sales guidance untouched at 3-4.5%, but raised margin guidance to 13.5-14% and lifted free cash flow guidance to €1.5-1.7 billion, all while quietly excluding the still-unresolved Respironics legal mess, including active US investigations. Shares fell anyway. Investors did the math on the refund themselves.
#billion #connected
5 days ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Atlassian Corporation (NASDAQ:TEAM). Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration, project management, and software development tools. On July 27, 2026, Atlassian Corporation (NASDAQ:TEAM) closed at $95.87 per share, reflecting a market capitalization of $24.33 billion. Atlassian Corporation (NASDAQ:TEAM) posted a one-month return of 23.24%, while its shares lost 52.08% over the past 52 weeks.
Night View Capital stated the following regarding Atlassian Corporation (NASDAQ:TEAM) in its Q2 2026 investor update:
"Atlassian Corporation (NASDAQ:TEAM) is a new position this quarter. It owns the tools that software teams use to plan and ship their work, which places it at an interesting spot in the AI story. The world is about to write a great deal more software, much of it with AI ****** istance, and all of that software still has to be organized, tracked, and shipped by human teams. We think the company that sits at the center of how software gets built is a fine place to own in a decade defined by building more of it."
Wright Studio/Shutterstock.com
#NASDAQ #letter
In its Q2 2026 investor letter, Night View Capital highlighted Atlassian Corporation (NASDAQ:TEAM). Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration, project management, and software development tools. On July 27, 2026, Atlassian Corporation (NASDAQ:TEAM) closed at $95.87 per share, reflecting a market capitalization of $24.33 billion. Atlassian Corporation (NASDAQ:TEAM) posted a one-month return of 23.24%, while its shares lost 52.08% over the past 52 weeks.
Night View Capital stated the following regarding Atlassian Corporation (NASDAQ:TEAM) in its Q2 2026 investor update:
"Atlassian Corporation (NASDAQ:TEAM) is a new position this quarter. It owns the tools that software teams use to plan and ship their work, which places it at an interesting spot in the AI story. The world is about to write a great deal more software, much of it with AI ****** istance, and all of that software still has to be organized, tracked, and shipped by human teams. We think the company that sits at the center of how software gets built is a fine place to own in a decade defined by building more of it."
Wright Studio/Shutterstock.com
#NASDAQ #letter
5 days ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#letter #software
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#letter #software
5 days ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#adsk #letter #software
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#adsk #letter #software
5 days ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW). ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 27, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $107.78 per share, reflecting a market capitalization of $111.15 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Night View Capital stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"ServiceNow, Inc. (NYSE:NOW) runs the digital plumbing of the enterprise: the workflows that move a request from "someone asked" to "someone did it." Automation is not a threat to that kind of business. The more work an organization wants to hand to software agents, the more it needs a trusted place to route, track, and govern what those agents do. We added here as well during the quarter."
ServiceNow, Inc. (NYSE:NOW) ranks 25 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 108 hedge fund portfolios held ServiceNow, Inc. (NYSE:NOW) at the end of the first quarter, compared to 118 in the previous quarter. In the first quarter of 2026, ServiceNow, Inc.'s (NYSE:NOW) subscription revenues increased 19% year-over-year (in constant currency) to $3.67 billion. While we acknowledge the risk and potential of ServiceNow, Inc. (NYSE:NOW) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ServiceNow, Inc. (NYSE:NOW) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#servicenow #software #quarter
In its Q2 2026 investor letter, Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW). ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 27, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $107.78 per share, reflecting a market capitalization of $111.15 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Night View Capital stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"ServiceNow, Inc. (NYSE:NOW) runs the digital plumbing of the enterprise: the workflows that move a request from "someone asked" to "someone did it." Automation is not a threat to that kind of business. The more work an organization wants to hand to software agents, the more it needs a trusted place to route, track, and govern what those agents do. We added here as well during the quarter."
ServiceNow, Inc. (NYSE:NOW) ranks 25 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 108 hedge fund portfolios held ServiceNow, Inc. (NYSE:NOW) at the end of the first quarter, compared to 118 in the previous quarter. In the first quarter of 2026, ServiceNow, Inc.'s (NYSE:NOW) subscription revenues increased 19% year-over-year (in constant currency) to $3.67 billion. While we acknowledge the risk and potential of ServiceNow, Inc. (NYSE:NOW) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ServiceNow, Inc. (NYSE:NOW) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#servicenow #software #quarter
5 days ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 27, 2026, Salesforce, Inc. (NYSE:CRM) closed at $173.60 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 17.57%, and its shares lost 31.12% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $142.78 billion.
Night View Capital stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"Salesforce, Inc. (NYSE:CRM) is our clearest expression of the system-of-record thesis. It holds the customer relationships of a large slice of the corporate world. That data is the fuel for every AI sales and service agent a company might want to deploy, and the natural place to deploy them is inside the platform that already holds the data. When the software selloff was at its most indiscriminate, we added to our position. We were, in effect, buying the fear."
Salesforce, Inc. (NYSE:CRM) ranks 28 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 101 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the first quarter, compared to 115 in the previous quarter. While we acknowledge the risk and potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Salesforce, Inc. (NYSE:CRM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#salesforce #letter #investor
In its Q2 2026 investor letter, Night View Capital highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 27, 2026, Salesforce, Inc. (NYSE:CRM) closed at $173.60 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 17.57%, and its shares lost 31.12% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $142.78 billion.
Night View Capital stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"Salesforce, Inc. (NYSE:CRM) is our clearest expression of the system-of-record thesis. It holds the customer relationships of a large slice of the corporate world. That data is the fuel for every AI sales and service agent a company might want to deploy, and the natural place to deploy them is inside the platform that already holds the data. When the software selloff was at its most indiscriminate, we added to our position. We were, in effect, buying the fear."
Salesforce, Inc. (NYSE:CRM) ranks 28 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 101 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the first quarter, compared to 115 in the previous quarter. While we acknowledge the risk and potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Salesforce, Inc. (NYSE:CRM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#salesforce #letter #investor
5 days ago
McDonald's (NYSE:MCD) is among the top dividend stocks in President Trump's portfolio, according to his disclosures earlier this year. MCD has about 50 years of consecutive dividend increases under its belt. The company is scheduled to announce earnings on August 4. The stock is down about 10% so far this year. Is this an opportunity to buy?
McDonald's real business isn't food. About 95% of its restaurants are run by franchisees, not the company. McDonald's keeps the land and the buildings, and it collects rent and royalties on top of the franchise fee. Franchised locations run at roughly an 83% operating margin. Company-run restaurants sit closer to 12%, before corporate costs even get factored in. Franchisees eat the labor bills, the food cost swings, the day-to-day headaches. McDonald's just cashes the check.
Revenue was up 9.4% year over year. Comparable sales grew 3.8% globally and 3.9% in the US, and a chunk of that came from the McValue menu plus a Netflix crossover with K-Pop Demon Hunters that apparently got younger customers walking in.
Systemwide sales (this counts every franchised store, not just company-owned ones) were up 11% on a reported basis.
The Dividend Case, In Plain Numbers
#company #Dividend #Food #sales
McDonald's real business isn't food. About 95% of its restaurants are run by franchisees, not the company. McDonald's keeps the land and the buildings, and it collects rent and royalties on top of the franchise fee. Franchised locations run at roughly an 83% operating margin. Company-run restaurants sit closer to 12%, before corporate costs even get factored in. Franchisees eat the labor bills, the food cost swings, the day-to-day headaches. McDonald's just cashes the check.
Revenue was up 9.4% year over year. Comparable sales grew 3.8% globally and 3.9% in the US, and a chunk of that came from the McValue menu plus a Netflix crossover with K-Pop Demon Hunters that apparently got younger customers walking in.
Systemwide sales (this counts every franchised store, not just company-owned ones) were up 11% on a reported basis.
The Dividend Case, In Plain Numbers
#company #Dividend #Food #sales
9 days ago
Interested in Nokia Corporation? Here are five stocks we like better.
Nokia posted stronger Q2 2026 results, with 9% constant-currency net sales growth and improved margins. Network Infrastructure led the gain, while comparable operating profit rose to EUR 434 million and gross margin increased to 46%.
AI and cloud demand was a major growth driver, with sales from those customers more than doubling to EUR 446 million and order intake reaching EUR 2.8 billion. Management warned the orders were lumpy and that about half should convert to revenue within the next 12 months.
Nokia highlighted strategic investments in AI-RAN and optical capacity, including the launch of its first commercial AI-RAN platform and expansion of manufacturing in San Jose, Pennsylvania, and Arizona. The company also maintained its outlook, though it expects third-quarter mobile margins to dip before improving later in the year.
The New Nokia: A Bullish Upgrade Ignites This Big AI Bet
#Growth #million
Nokia posted stronger Q2 2026 results, with 9% constant-currency net sales growth and improved margins. Network Infrastructure led the gain, while comparable operating profit rose to EUR 434 million and gross margin increased to 46%.
AI and cloud demand was a major growth driver, with sales from those customers more than doubling to EUR 446 million and order intake reaching EUR 2.8 billion. Management warned the orders were lumpy and that about half should convert to revenue within the next 12 months.
Nokia highlighted strategic investments in AI-RAN and optical capacity, including the launch of its first commercial AI-RAN platform and expansion of manufacturing in San Jose, Pennsylvania, and Arizona. The company also maintained its outlook, though it expects third-quarter mobile margins to dip before improving later in the year.
The New Nokia: A Bullish Upgrade Ignites This Big AI Bet
#Growth #million
9 days ago
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 the 12% comparable EPS growth to the consistent execution of a balanced growth strategy designed to derisk the portfolio and shift toward less capital-intensive business models.
The business mix has successfully transitioned from being FMS-dominant in 2018 to approximately 60% ****** et-light revenue from supply chain and dedicated segments in 2026.
Operational outperformance relative to prior cycles is driven by a high-quality contractual base, with over 90% of revenue now generated by long-term contracts.
Strategic initiatives delivered $70 million in incremental benefits for 2026, focusing on lease pricing, maintenance cost savings, and omnichannel network optimization.
#operational
Management attributes the 12% comparable EPS growth to the consistent execution of a balanced growth strategy designed to derisk the portfolio and shift toward less capital-intensive business models.
The business mix has successfully transitioned from being FMS-dominant in 2018 to approximately 60% ****** et-light revenue from supply chain and dedicated segments in 2026.
Operational outperformance relative to prior cycles is driven by a high-quality contractual base, with over 90% of revenue now generated by long-term contracts.
Strategic initiatives delivered $70 million in incremental benefits for 2026, focusing on lease pricing, maintenance cost savings, and omnichannel network optimization.
#operational
10 days ago
The Seattle Seahawks shouldn't have to squeeze back into the spotlight.
That ****** e typically would be reserved for the defending Super Bowl champion throughout the offseason. In Seattle's case, however, gazes began to stray not long after Mike Macdonald and Co. got their hands on the Lombardi Trophy.
The Seahawks were, without question, compelling victors. Their systematic dismantling of the New England Patriots in Super Bowl 60 was a fitting capstone to a campaign that eradicated all doubt as to who was the NFL's strongest outfit by season's end.
But it wasn't long before a group known for its lack of braggadocio – and perhaps star power – became somewhat of an afterthought.
As the organization's veterans report for training camp on Friday, July 24, the Seahawks begin preparation for their ****** le defense with a diminished level of buzz. Despite last season's accomplishments, Seattle doesn't stoke comparable offseason intrigue to the Los Angeles Rams, who might have secured their place as the focal point of the NFC West – and perhaps the league at large – with their acquisition of Myles Garrett. And as the Patriots also begin work the same day in preparation for the season-opening Super Bowl rematch, New England clearly is on track to command more attention after the addition of A.J. Brown.
#Seattle #offseason #perhaps
That ****** e typically would be reserved for the defending Super Bowl champion throughout the offseason. In Seattle's case, however, gazes began to stray not long after Mike Macdonald and Co. got their hands on the Lombardi Trophy.
The Seahawks were, without question, compelling victors. Their systematic dismantling of the New England Patriots in Super Bowl 60 was a fitting capstone to a campaign that eradicated all doubt as to who was the NFL's strongest outfit by season's end.
But it wasn't long before a group known for its lack of braggadocio – and perhaps star power – became somewhat of an afterthought.
As the organization's veterans report for training camp on Friday, July 24, the Seahawks begin preparation for their ****** le defense with a diminished level of buzz. Despite last season's accomplishments, Seattle doesn't stoke comparable offseason intrigue to the Los Angeles Rams, who might have secured their place as the focal point of the NFC West – and perhaps the league at large – with their acquisition of Myles Garrett. And as the Patriots also begin work the same day in preparation for the season-opening Super Bowl rematch, New England clearly is on track to command more attention after the addition of A.J. Brown.
#Seattle #offseason #perhaps
11 days ago
Novo Nordisk (NYSE:NVO) has filed a federal lawsuit against Eli Lilly, alleging that its rival's advertising campaigns for blockbuster GLP-1 obesity and diabetes drugs mislead consumers about the effectiveness of competing treatments.
The complaint, filed on July 21, 2026, in the US District Court for the District of New Jersey, challenges nationwide advertisements for Lilly's Zepbound and Mounjaro that Novo claims rely on outdated clinical trial data and create an inaccurate comparison between the companies' medicines.
Novo alleges that Lilly's campaigns compare the highest approved doses of its drugs with lower doses of Novo's treatments, while excluding newer data from higher-dose versions of Wegovy. The company argues that the advertisements give consumers the impression that Lilly's medicines deliver superior weight-loss results, despite newer evidence showing more comparable outcomes at higher doses.
The lawsuit specifically targets advertisements comparing Zepbound's 10 mg and 15 mg doses with Wegovy's earlier 1.7 mg and 2.4 mg doses, while not including data from Wegovy's newer 7.2 mg dose. Novo also argues that comparisons between Mounjaro and Ozempic do not account for Ozempic's higher 2 mg maintenance dose.
According to separate late-stage trial data cited by Reuters, patients receiving Lilly's highest Zepbound dose lost around 48 pounds on average, while those receiving Novo's higher-dose Wegovy formulation lost around 47 pounds.
#data #advertisements
The complaint, filed on July 21, 2026, in the US District Court for the District of New Jersey, challenges nationwide advertisements for Lilly's Zepbound and Mounjaro that Novo claims rely on outdated clinical trial data and create an inaccurate comparison between the companies' medicines.
Novo alleges that Lilly's campaigns compare the highest approved doses of its drugs with lower doses of Novo's treatments, while excluding newer data from higher-dose versions of Wegovy. The company argues that the advertisements give consumers the impression that Lilly's medicines deliver superior weight-loss results, despite newer evidence showing more comparable outcomes at higher doses.
The lawsuit specifically targets advertisements comparing Zepbound's 10 mg and 15 mg doses with Wegovy's earlier 1.7 mg and 2.4 mg doses, while not including data from Wegovy's newer 7.2 mg dose. Novo also argues that comparisons between Mounjaro and Ozempic do not account for Ozempic's higher 2 mg maintenance dose.
According to separate late-stage trial data cited by Reuters, patients receiving Lilly's highest Zepbound dose lost around 48 pounds on average, while those receiving Novo's higher-dose Wegovy formulation lost around 47 pounds.
#data #advertisements
11 days ago
3M (MMM) led the Dow Jones Industrial Average early Tuesday as the Post-it notes maker posted better-than-expected Q2 results and raised its full-year outlook. MMM stock cleared an early entry buy point.
The industrial conglomerate has been shedding noncore ***** ets and leveraging AI to accelerate product launches. 3M said it's on track to launch more than 350 new products this year and 1,000 by the end of 2027. The company said last week that its new expanded beam optics technology for data centers is being deployed by Microsoft Azure.
Results: Adjusted earnings per share grew 11% to $2.40, 15 cents ahead of forecasts. Operating profit rose 40 basis points from a year ago to 24.9%. Sales rose 5.6% to $6.5 billion, as comparable sales growth (excluding divestitures, acquisitions and currency adjustment) picked up to 5.4% from 1.2% in Q1.
Outlook: 3M now expects full-year EPS of $8.80 to $8.95, up from the prior range of $8.50 to $8.70. Organic sales growth is now seen above 3.5% vs. the prior outlook of around 3%.
#outlook #industrial #early
The industrial conglomerate has been shedding noncore ***** ets and leveraging AI to accelerate product launches. 3M said it's on track to launch more than 350 new products this year and 1,000 by the end of 2027. The company said last week that its new expanded beam optics technology for data centers is being deployed by Microsoft Azure.
Results: Adjusted earnings per share grew 11% to $2.40, 15 cents ahead of forecasts. Operating profit rose 40 basis points from a year ago to 24.9%. Sales rose 5.6% to $6.5 billion, as comparable sales growth (excluding divestitures, acquisitions and currency adjustment) picked up to 5.4% from 1.2% in Q1.
Outlook: 3M now expects full-year EPS of $8.80 to $8.95, up from the prior range of $8.50 to $8.70. Organic sales growth is now seen above 3.5% vs. the prior outlook of around 3%.
#outlook #industrial #early
13 days ago
Brooklyn Nets guard Egor Demin had already been considered "too good" for summer league with the way he played during the California Classic given how much he improved on both ends of the floor. With that being said, Brooklyn had to be pleased to see Demin playing as well as he did and the NBA recognized just how much impact he had in Las Vegas.
The NBA announced on Tuesday that Demin played well enough during the Las Vegas Summer League that he was placed on the 2026 NBA All-Summer League second-team. Joining Demin on the second team was Minnesota Timberwolves guard Zyon Pullin, Memphis Grizzlies Cedric Coward, Charlotte Hornets forward Liam McNeeley, and Phoenix Suns center Khaman Maluach.
Demin, 20, finished the Las Vegas Summer League with averages of 21.0 points, 3.7 rebounds, 4.3 **** ists, and 2.3 steals per game while shooting 42.6% from the field and 30.0% from behind the three-point line. While Demin made the second team for what he did in Las Vegas, one could argue that he was better in Sacramento during the California Classic as he averaged 23.0 points, 7.5 rebounds, 3.0 **** ists, and 1.0 steals per contest while shooting 55.6% from the floor and 26.7% from deep.
Not only has Demin been recognized as one of the better players that took part in the Las Vegas Summer League, but ESPN's Ben Golliver regarded Demin as the best sophomore of the bunch. While summer league isn't necessarily comparable to playing NBA basketball on a nightly basis, Demin performing well has to do wonders for the team as well as his confidence.
Demin did not shoot the ball well in summer league play compared to how well he shoot the three-pointer during his rookie season, but he showed that he has the ability to be physical on both ends of the floor thanks to his work in the weight room. Demin spoke about how much he was trying to improve the flaws in his game and now, the NBA has recognized how much work he has put in to get better.
#vegas
The NBA announced on Tuesday that Demin played well enough during the Las Vegas Summer League that he was placed on the 2026 NBA All-Summer League second-team. Joining Demin on the second team was Minnesota Timberwolves guard Zyon Pullin, Memphis Grizzlies Cedric Coward, Charlotte Hornets forward Liam McNeeley, and Phoenix Suns center Khaman Maluach.
Demin, 20, finished the Las Vegas Summer League with averages of 21.0 points, 3.7 rebounds, 4.3 **** ists, and 2.3 steals per game while shooting 42.6% from the field and 30.0% from behind the three-point line. While Demin made the second team for what he did in Las Vegas, one could argue that he was better in Sacramento during the California Classic as he averaged 23.0 points, 7.5 rebounds, 3.0 **** ists, and 1.0 steals per contest while shooting 55.6% from the floor and 26.7% from deep.
Not only has Demin been recognized as one of the better players that took part in the Las Vegas Summer League, but ESPN's Ben Golliver regarded Demin as the best sophomore of the bunch. While summer league isn't necessarily comparable to playing NBA basketball on a nightly basis, Demin performing well has to do wonders for the team as well as his confidence.
Demin did not shoot the ball well in summer league play compared to how well he shoot the three-pointer during his rookie season, but he showed that he has the ability to be physical on both ends of the floor thanks to his work in the weight room. Demin spoke about how much he was trying to improve the flaws in his game and now, the NBA has recognized how much work he has put in to get better.
#vegas
14 days ago
GM (GM) will report second-quarter results before the bell on Tuesday, with investors expecting the Big Three stalwart to keep growing profit, despite fewer sales.
For the quarter, GM is expected to report Q2 revenue of $46.61 billion per Bloomberg consensus, down roughly 1% from the $47.1 billion GM posted a year ago. GM's adjusted earnings per share is estimated at $3.19, with adjusted EBITDA of $5.65 billion.
While not directly comparable, GM's adjusted EBIT in Q2 last year came in at $3.0 billion — a figure weighed down heavily by tariff costs that are now easing, as tariff offsets take hold.
In addition to government offsets that are reducing its tariff bill, GM has spent the past year reworking its supply chain, shifting production, and negotiating with suppliers to blunt the tariff hit.
That allowed GM to raise its full-year 2026 guidance when it reported first quarter results back in April.
For the quarter, GM is expected to report Q2 revenue of $46.61 billion per Bloomberg consensus, down roughly 1% from the $47.1 billion GM posted a year ago. GM's adjusted earnings per share is estimated at $3.19, with adjusted EBITDA of $5.65 billion.
While not directly comparable, GM's adjusted EBIT in Q2 last year came in at $3.0 billion — a figure weighed down heavily by tariff costs that are now easing, as tariff offsets take hold.
In addition to government offsets that are reducing its tariff bill, GM has spent the past year reworking its supply chain, shifting production, and negotiating with suppliers to blunt the tariff hit.
That allowed GM to raise its full-year 2026 guidance when it reported first quarter results back in April.
15 days ago
For the past few years, the ****** sment of coffee stocks on Wall Street has been simple: The upstart was winning. Dutch Bros (NYSE: BROS) ran circles around the incumbent, while Starbucks (NASDAQ: SBUX) stumbled through slumping sales and a leadership shake-up.
In 2026, the script flipped hard. Starbucks shares climbed sharply this year, while Dutch Bros slid somewhat. The question now is whether the elephant can keep stepping on the challenger through the back half of the year.
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 »
The turnaround is real, and it has a name: "Back to Starbucks," the plan led by CEO Brian Niccol. After a long stretch of falling traffic, Starbucks coaxed customers back into its cafes, posting positive comparable sales after several quarters of declines and, crucially, seeing morning visits recover across the U.S.
The company credits simple, unglamorous fixes. These include better staffing, faster service, and a renewed focus on the in-store experience. They have helped bring some of the regulars back. When a business this size gets its foot traffic moving in the right direction again, the momentum tends to feed on itself. And management has grown confident enough to raise its outlook for the year.
In 2026, the script flipped hard. Starbucks shares climbed sharply this year, while Dutch Bros slid somewhat. The question now is whether the elephant can keep stepping on the challenger through the back half of the year.
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 »
The turnaround is real, and it has a name: "Back to Starbucks," the plan led by CEO Brian Niccol. After a long stretch of falling traffic, Starbucks coaxed customers back into its cafes, posting positive comparable sales after several quarters of declines and, crucially, seeing morning visits recover across the U.S.
The company credits simple, unglamorous fixes. These include better staffing, faster service, and a renewed focus on the in-store experience. They have helped bring some of the regulars back. When a business this size gets its foot traffic moving in the right direction again, the momentum tends to feed on itself. And management has grown confident enough to raise its outlook for the year.
17 days ago
The Mortgage Bankers **** ociation reported a 2.7% drop in total mortgage application volume for the week ending July 10, as the 30-year fixed rate climbed to its highest point in nearly a year.
The MBA reported that the average contract interest rate on conforming 30-year fixed mortgages climbed to 6.65% — its highest reading since August 2025 — up from 6.58% the week before, with points ticking up to 0.67 from 0.64 on loans carrying a 20% down payment, after accounting for the origination fee.
Purchase mortgage applications slipped 7% week over week and trailed the comparable period from a year earlier by 2%, the MBA said. "Mortgage applications declined as the 30-year fixed rate increased to 6.65 percent, the highest level since August 2025. Purchase applications were down over the week and dipped below last year's pace in the week following the July 4th holiday," Joel Kan, MBA's vice president and deputy chief economist, said in a statement.
Prospective buyers continue to face a difficult market, squeezed by elevated home prices and a thin supply of affordable listings, according to CNBC.
Refinance applications moved in the opposite direction, rising 4% for the week and running 7% above the same period a year ago. Refinances accounted for 43.2% of all mortgage applications, up from a 40.6% share the week before, the MBA said. FHA refinance applications rose 9% and VA refinance applications gained 10%.
The MBA reported that the average contract interest rate on conforming 30-year fixed mortgages climbed to 6.65% — its highest reading since August 2025 — up from 6.58% the week before, with points ticking up to 0.67 from 0.64 on loans carrying a 20% down payment, after accounting for the origination fee.
Purchase mortgage applications slipped 7% week over week and trailed the comparable period from a year earlier by 2%, the MBA said. "Mortgage applications declined as the 30-year fixed rate increased to 6.65 percent, the highest level since August 2025. Purchase applications were down over the week and dipped below last year's pace in the week following the July 4th holiday," Joel Kan, MBA's vice president and deputy chief economist, said in a statement.
Prospective buyers continue to face a difficult market, squeezed by elevated home prices and a thin supply of affordable listings, according to CNBC.
Refinance applications moved in the opposite direction, rising 4% for the week and running 7% above the same period a year ago. Refinances accounted for 43.2% of all mortgage applications, up from a 40.6% share the week before, the MBA said. FHA refinance applications rose 9% and VA refinance applications gained 10%.
19 days ago
Lionel Messi's Argentina clash with England in a marquee World Cup semi-final on Wednesday, with Spain lying in wait after shattering French hopes of a third triumph.
The fixture between two of the big beasts of global football is mouthwatering enough but is given added spice by long-standing political tensions.
Lionel Scaloni's Argentina are seeking to become the first team since Brazil in 1962 to win back-to-back World Cups, which would be a staggering send-off for the incomparable Messi.
The 39-year-old, joint top of the Golden Boot standings with eight goals, inspired his team to victory in Qatar in 2022 in what was expected to be his final hurrah on football's biggest stage.
But he is back for more and has played a pivotal role in dragging his team to the semi-finals, scoring in hard-fought 3-2 victories against Cape Verde and Egypt.
The fixture between two of the big beasts of global football is mouthwatering enough but is given added spice by long-standing political tensions.
Lionel Scaloni's Argentina are seeking to become the first team since Brazil in 1962 to win back-to-back World Cups, which would be a staggering send-off for the incomparable Messi.
The 39-year-old, joint top of the Golden Boot standings with eight goals, inspired his team to victory in Qatar in 2022 in what was expected to be his final hurrah on football's biggest stage.
But he is back for more and has played a pivotal role in dragging his team to the semi-finals, scoring in hard-fought 3-2 victories against Cape Verde and Egypt.
20 days ago
Walmart (NASDAQ: WMT) has quietly become one of the market's strongest large-cap performers over the past few years, rewarding investors who had long underestimated it. Lately, though, the run has cooled. Yet even after slipping from a 52-week high near $135 to about $114 as of this writing, the stock still fetches about 40 times earnings -- a growth stock multiple for a retailer that rings up most of its sales on low-margin groceries.
That gap is the whole question for anyone buying today. Can a company this enormous grow into a price like that over the next five years? The answer sits in a surprisingly small corner of the business.
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 »
On the surface, Walmart's results read like a big, dependable retailer's. In its fiscal first quarter of 2027 (the period ended April 30, 2026), total revenue rose 7.3% to $177.8 billion. Comparable sales in the U.S., excluding fuel, grew 4.1% -- healthy, but a notch below the 4.5% it posted a year earlier. Growth like that doesn't explain such a premium.
The explanation sits beneath the top line. Walmart's fastest-growing businesses happen to be its highest-margin, and they are finally big enough to matter. In the U.S., its Walmart Connect ad platform grew 44%, part of a broad jump in higher-margin advertising across the company. Membership fee income climbed 17.4% globally. And e-commerce sales rose 26%, now about 23% of net sales.
That gap is the whole question for anyone buying today. Can a company this enormous grow into a price like that over the next five years? The answer sits in a surprisingly small corner of the business.
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 »
On the surface, Walmart's results read like a big, dependable retailer's. In its fiscal first quarter of 2027 (the period ended April 30, 2026), total revenue rose 7.3% to $177.8 billion. Comparable sales in the U.S., excluding fuel, grew 4.1% -- healthy, but a notch below the 4.5% it posted a year earlier. Growth like that doesn't explain such a premium.
The explanation sits beneath the top line. Walmart's fastest-growing businesses happen to be its highest-margin, and they are finally big enough to matter. In the U.S., its Walmart Connect ad platform grew 44%, part of a broad jump in higher-margin advertising across the company. Membership fee income climbed 17.4% globally. And e-commerce sales rose 26%, now about 23% of net sales.
20 days ago
We recently published Bill Miller Portfolio: Top 10 Stock Picks. Bloomin' Brands, Inc. (NASDAQ:BLMN) is one of the top stock picks.
Bloomin' Brands, Inc. (NASDAQ:BLMN) is a new appearance in Miller Value's 13F holdings as the firm disclosed two million shares worth $10.9 million in its first quarter filings. The stock is down by 17.9% over the past year and is up by 30.7% year-to-date. Depending on when Miller Value added the shares, the decision might have been a wise one. This is because Bloomin' Brands, Inc. (NASDAQ:BLMN)'s stock closed a whopping 41% higher on May 6th. On the 6th, the firm posted its fiscal first quarter earnings report before markets opened at Eastern time. The results saw Bloomin' Brands, Inc. (NASDAQ:BLMN) post $1.1 billion in revenue and $0.65 in earnings per share to meet ******* yst revenue estimates and beat them for earnings.
With the restaurant sector struggling, the results marked a nice breath of fresh air. Bloomin' Brands, Inc. (NASDAQ:BLMN)'s comparable sales grew by 0.9% in the first quarter to reverse the 0.5% drop in the previous quarter. The firm's Bonefish Grill brand grew sales by 6% while sales at Outback Steakhouse dipped by 0.3%.
While we acknowledge the risk and potential of BLMN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BLMN and that has 10,000% upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Bloomin' Brands, Inc. (NASDAQ:BLMN) is a new appearance in Miller Value's 13F holdings as the firm disclosed two million shares worth $10.9 million in its first quarter filings. The stock is down by 17.9% over the past year and is up by 30.7% year-to-date. Depending on when Miller Value added the shares, the decision might have been a wise one. This is because Bloomin' Brands, Inc. (NASDAQ:BLMN)'s stock closed a whopping 41% higher on May 6th. On the 6th, the firm posted its fiscal first quarter earnings report before markets opened at Eastern time. The results saw Bloomin' Brands, Inc. (NASDAQ:BLMN) post $1.1 billion in revenue and $0.65 in earnings per share to meet ******* yst revenue estimates and beat them for earnings.
With the restaurant sector struggling, the results marked a nice breath of fresh air. Bloomin' Brands, Inc. (NASDAQ:BLMN)'s comparable sales grew by 0.9% in the first quarter to reverse the 0.5% drop in the previous quarter. The firm's Bonefish Grill brand grew sales by 6% while sales at Outback Steakhouse dipped by 0.3%.
While we acknowledge the risk and potential of BLMN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BLMN and that has 10,000% upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
21 days ago
Four of the cities in the state's **** ysis received private contributions ranging from 18% to 62% of the project. Some cities secured annual rent payments or other revenue sharing to offset public funding. Among the state's six comparable projects, only Memphis, where negotiations are ongoing, and Orlando relied entirely on public funding for construction.
This article originally appeared on Hoops Hype: Four of the cities in the state's **** ysis received …
This article originally appeared on Hoops Hype: Four of the cities in the state's **** ysis received …
21 days ago
A new state-commissioned report found most comparable NBA arena renovation deals included significant private investment or long-term revenue sharing — unlike the proposal currently being negotiated for the Moda Center. The report, required by the legislation authorizing Oregon's $365 million commitment to the project, also highlights disagreement between the state's consultant and the Trail Blazers over which NBA cities should serve as the best comparisons for Portland.
This article originally appeared on Hoops Hype: A new state-commissioned report found most comparable …
This article originally appeared on Hoops Hype: A new state-commissioned report found most comparable …
22 days ago
Adam Wharton's market has cooled sharply after early expectations that he would become one of the summer's headline midfield stories. According to Caught Offside, the Crystal Palace midfielder began the window as one of the division's most coveted young players, yet the landscape has changed as rival clubs reassessed priorities and Palace held firm on price.
There was a point when a genuine scramble looked possible. Tottenham were firmly in the conversation, but after spending £185m on Mateus Fernandes and Sandro Tonali, they have now moved away. That matters, because their exit removes one of the most credible competitors for Wharton.
Liverpool also appear to have backed off. The report states the Merseyside club were prepared to go beyond £70m in mid-June, only for "internal changes in recruitment strategy" to pause the move. With that interest fading, Palace's confidence over keeping the 22-year-old has naturally grown.
Photo IMAGO
Manchester United's interest has weakened too, with the source explaining they have been put off by the level of fees now attached to this profile of player. Palace are said to want a valuation comparable to Manchester City's £116m deal for Anderson, a number that has clearly had a market-shaping effect.
There was a point when a genuine scramble looked possible. Tottenham were firmly in the conversation, but after spending £185m on Mateus Fernandes and Sandro Tonali, they have now moved away. That matters, because their exit removes one of the most credible competitors for Wharton.
Liverpool also appear to have backed off. The report states the Merseyside club were prepared to go beyond £70m in mid-June, only for "internal changes in recruitment strategy" to pause the move. With that interest fading, Palace's confidence over keeping the 22-year-old has naturally grown.
Photo IMAGO
Manchester United's interest has weakened too, with the source explaining they have been put off by the level of fees now attached to this profile of player. Palace are said to want a valuation comparable to Manchester City's £116m deal for Anderson, a number that has clearly had a market-shaping effect.
22 days ago
In the current NIL era, with complete freedom of player movement and consistent waiver applications for extra eligibility based on injuries or playing time, the college sports world has been in crisis for several years. Fans have grown accustomed to seeing eighth-year seniors on their fourth college team competing against 18-year-olds. It has been clear for quite some time that change was needed.
That change came when the NCAA Division I Cabinet passed a monumental rule change in late June, sending shockwaves throughout the college sports world. The age-based eligibility system, known as the "5-for-5 rule," contains multiple stipulations aimed at stabilizing college athletics.
First, the rule grants all Division I athletes five years to complete five seasons. While the previous model was essentially five years to complete four seasons, the additional year eliminates redshirt loopholes and extended eligibility due to injury. It is now a straightforward five seasons for every athlete.
Second, the five-year clock begins upon high school graduation or an athlete's 19th birthday. Age-based eligibility is especially relevant in college basketball, where European players beginning their college careers in their early 20s have become increasingly common. Programs like Illinois have leaned into this strategy, bringing in older, more physically developed players to compete against what ***** Vitale might call "Diaper Dandies." Under the new model, players will be on more comparable timelines, which should help balance age disparities.
This shift could also impact reclassification among high school players, a common trend among top basketball recruits. With fewer advantages to starting the eligibility clock early, reclassifying may become less appealing.
That change came when the NCAA Division I Cabinet passed a monumental rule change in late June, sending shockwaves throughout the college sports world. The age-based eligibility system, known as the "5-for-5 rule," contains multiple stipulations aimed at stabilizing college athletics.
First, the rule grants all Division I athletes five years to complete five seasons. While the previous model was essentially five years to complete four seasons, the additional year eliminates redshirt loopholes and extended eligibility due to injury. It is now a straightforward five seasons for every athlete.
Second, the five-year clock begins upon high school graduation or an athlete's 19th birthday. Age-based eligibility is especially relevant in college basketball, where European players beginning their college careers in their early 20s have become increasingly common. Programs like Illinois have leaned into this strategy, bringing in older, more physically developed players to compete against what ***** Vitale might call "Diaper Dandies." Under the new model, players will be on more comparable timelines, which should help balance age disparities.
This shift could also impact reclassification among high school players, a common trend among top basketball recruits. With fewer advantages to starting the eligibility clock early, reclassifying may become less appealing.
22 days ago
The company is making a big bet on professional contractors just as its core DIY customer is pulling back, creating a new kind of vulnerability.
If you hold Home Depot (HD) stock, you already know it's been a tough year. The shares have been under pressure, lagging the broader market significantly over the past 12 months with a decline of -6%. The options market is signaling that this uncertainty isn't going away, with implied volatility in the 72nd percentile of its annual range, a sign that traders are bracing for larger-than-usual price swings.
The market is pricing in a slowdown. The real question is whether the nature of that slowdown is changing. Home Depot is navigating a deliberate, high-stakes pivot toward professional customers at the exact moment its traditional DIY base is showing signs of fatigue, creating a delicate balancing act.
When Big Projects Go On Hold
The most immediate drag on Home Depot's results is clear: homeowners are thinking twice about major renovations. Management stated directly that "larger discretionary projects remain under pressure." This isn't a minor issue. While the company managed to post a small 0.6% increase in comparable sales last quarter, the hesitation on big-ticket items puts a hard ceiling on growth. These large, multi-item purchases are the engine of both revenue and profit. When a consumer facing "housing affordability pressure" decides to repaint a room instead of redoing a kitchen, it directly impacts sales totals and the bottom line. The core of Home Depot's business depends on homeowner confidence, and right now, that confidence is being tested.
If you hold Home Depot (HD) stock, you already know it's been a tough year. The shares have been under pressure, lagging the broader market significantly over the past 12 months with a decline of -6%. The options market is signaling that this uncertainty isn't going away, with implied volatility in the 72nd percentile of its annual range, a sign that traders are bracing for larger-than-usual price swings.
The market is pricing in a slowdown. The real question is whether the nature of that slowdown is changing. Home Depot is navigating a deliberate, high-stakes pivot toward professional customers at the exact moment its traditional DIY base is showing signs of fatigue, creating a delicate balancing act.
When Big Projects Go On Hold
The most immediate drag on Home Depot's results is clear: homeowners are thinking twice about major renovations. Management stated directly that "larger discretionary projects remain under pressure." This isn't a minor issue. While the company managed to post a small 0.6% increase in comparable sales last quarter, the hesitation on big-ticket items puts a hard ceiling on growth. These large, multi-item purchases are the engine of both revenue and profit. When a consumer facing "housing affordability pressure" decides to repaint a room instead of redoing a kitchen, it directly impacts sales totals and the bottom line. The core of Home Depot's business depends on homeowner confidence, and right now, that confidence is being tested.
23 days ago
This week, Chiefs Wire's Ed Easton Jr. spoke with Pro Football Hall of Famer Dwight Freeney.
In his interview with Easton Jr., Freeney, who is participating in this weekend's American Century Championship at Edgewood Tahoe, currently airing on NBC and Peacock, shared his excitement for the tournament, his partnership with Performance Golf, and his mindset while collecting sacks during his playing career.
"I got hooked up with Performance Golf, and they have some great things going on from their standpoint. The app is called PG1, which uses A.I. to scan your swing and tell you exactly what your root flaw is," said Freeney. "So, going into this event, it's kind of like having them behind you, helping with that technology. A.I. is taking over now; I can put my phone behind me. It can ***** yze my swing, and tell me, without a coach, the A.I. is my coach, tells me, okay, this is what you're doing wrong, and then sends me a video on how to fix that problem, it's been a good journey, I think it's going to do good for me, and hopefully I can apply it the right way, you know, during the American Century Championship."
During his career against the Kansas City Chiefs, Freeney recorded 4 sacks and 17 combined tackles in multiple regular-season matchups. He recorded 125.5 career sacks over 16 years and said his favorite sack was the one that affected the immediate outcome of a close game.
"For me, it's the sacks that matter now; they all matter, but whenever you can close a game with a sack that is, I mean, there is no better feeling," said Freeney. "It's very comparable to basketball. You have the ball in your hands, the clock is running down three to one, you freaking let it go, and you win it for your team, kind of how you see all the time in the bracket NCAA basketball championship games; that's the feeling of what it is when you go out there. You get a sack on a quarterback when he's driving; they need to score a touchdown or a field goal. I sack him, I cause the fumble, and we recover the fumble, and we win."
In his interview with Easton Jr., Freeney, who is participating in this weekend's American Century Championship at Edgewood Tahoe, currently airing on NBC and Peacock, shared his excitement for the tournament, his partnership with Performance Golf, and his mindset while collecting sacks during his playing career.
"I got hooked up with Performance Golf, and they have some great things going on from their standpoint. The app is called PG1, which uses A.I. to scan your swing and tell you exactly what your root flaw is," said Freeney. "So, going into this event, it's kind of like having them behind you, helping with that technology. A.I. is taking over now; I can put my phone behind me. It can ***** yze my swing, and tell me, without a coach, the A.I. is my coach, tells me, okay, this is what you're doing wrong, and then sends me a video on how to fix that problem, it's been a good journey, I think it's going to do good for me, and hopefully I can apply it the right way, you know, during the American Century Championship."
During his career against the Kansas City Chiefs, Freeney recorded 4 sacks and 17 combined tackles in multiple regular-season matchups. He recorded 125.5 career sacks over 16 years and said his favorite sack was the one that affected the immediate outcome of a close game.
"For me, it's the sacks that matter now; they all matter, but whenever you can close a game with a sack that is, I mean, there is no better feeling," said Freeney. "It's very comparable to basketball. You have the ball in your hands, the clock is running down three to one, you freaking let it go, and you win it for your team, kind of how you see all the time in the bracket NCAA basketball championship games; that's the feeling of what it is when you go out there. You get a sack on a quarterback when he's driving; they need to score a touchdown or a field goal. I sack him, I cause the fumble, and we recover the fumble, and we win."
23 days ago
The Ohio State Buckeyes stretched their aggressive recruiting outreach to California in recent years. It's how the Buckeyes reeled in five-star wide receiver Chris Henry Jr. and past star quarterback CJ Stroud.
Now the Buckeyes have their eyes set on someone comparable to the latter. Especially one hailing from Stroud's home region.
Stroud dominated the prep competition out of Rancho Cucamonga High in California's Inland Empire. The "I.E" has emerged as quite the quarterback hot spot since Stroud. Washington Commanders QB and 2023 Heisman Trophy winner from LSU Jayden Daniels represents one more QB from that region, who was once offered by the Buckeyes too out of Cajon High in San Bernardino.
Now the Buckeyes are rising as the favorite to land this ultra-talented passer. But must fight off Alabama and a reported late surge from Big Ten rival Oregon.
Four-star for the class of 2028 Josiah Boyd is emerging as a potential future Buckeye. The 6-foot-4 dual-threat stars for Vista del Lago High down in Moreno Valley.
Now the Buckeyes have their eyes set on someone comparable to the latter. Especially one hailing from Stroud's home region.
Stroud dominated the prep competition out of Rancho Cucamonga High in California's Inland Empire. The "I.E" has emerged as quite the quarterback hot spot since Stroud. Washington Commanders QB and 2023 Heisman Trophy winner from LSU Jayden Daniels represents one more QB from that region, who was once offered by the Buckeyes too out of Cajon High in San Bernardino.
Now the Buckeyes are rising as the favorite to land this ultra-talented passer. But must fight off Alabama and a reported late surge from Big Ten rival Oregon.
Four-star for the class of 2028 Josiah Boyd is emerging as a potential future Buckeye. The 6-foot-4 dual-threat stars for Vista del Lago High down in Moreno Valley.
