2 days ago
Tesla (TSLA) is a global leader in electric vehicles, energy storage, and artificial intelligence, headquartered in Austin, Texas. Led by CEO Elon Musk, Tesla designs and manufactures EVs, energy storage systems, and solar products while aggressively expanding into autonomous driving, robotics, and AI infrastructure through its Full Self-Driving (FSD) software, Robotaxi network, and Optimus humanoid robot program. The company operates through two primary segments: Automotive, and Energy Generation and Storage. As Tesla transitions from a pure-play automaker into a broader AI and robotics powerhouse, it continues to invest heavily in manufacturing capacity, battery technology, and next-generation autonomous systems worldwide.
Tesla's stock has struggled in 2026, trading near the bottom of its 52-week range and below its 200-day moving average. Shares recently closed around $336.87, down sharply from a 52-week high of $498.83 set in June, though still above the 52-week low of $297.38 touched in late July. The stock has been pressured by margin compression, a negative free cash flow quarter, and investor anxiety over Tesla's massive AI and robotics capital spending, even as anticipation builds around the upcoming public Cybercab robotaxi launch in Austin and continued progress on Optimus humanoid robot production.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#robotics #driving
Tesla's stock has struggled in 2026, trading near the bottom of its 52-week range and below its 200-day moving average. Shares recently closed around $336.87, down sharply from a 52-week high of $498.83 set in June, though still above the 52-week low of $297.38 touched in late July. The stock has been pressured by margin compression, a negative free cash flow quarter, and investor anxiety over Tesla's massive AI and robotics capital spending, even as anticipation builds around the upcoming public Cybercab robotaxi launch in Austin and continued progress on Optimus humanoid robot production.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#robotics #driving
4 days ago
On August 7, Kodiak Gas Services (NYSE:KGS) held its second-quarter 2026 earnings call, and the numbers backed up the excitement. Revenue climbed 21% year-over-year to $391 million, while adjusted EBITDA hit a company record of $217 million, up 22% from a year earlier. Adjusted net income landed at $54 million, or $0.55 per diluted share. Management used the call to lay out how Kodiak plans to turn a compression business already running near full capacity into a much bigger power infrastructure company by 2030.
Kodiak's core contract compression business kept climbing. The company ended the quarter with 4.4 million revenue-generating horsepower and fleet utilization of 98.2%, and it priced that equipment at $23.80 per horsepower, a 4.5% increase from a year ago. Compression infrastructure adjusted gross margin reached 70% for a second straight quarter, up 170 basis points year-over-year, even as the company absorbed higher lube oil costs tied to the war in Iran. Kodiak has already locked in large horsepower compressor packages for 2027 through 2029 and is roughly 50% contracted for next year's deliveries, giving it unusual visibility into future revenue.
The bigger story is power. Kodiak signed a multiyear turbine supply deal with Baker Hughes for 1 gigawatt of capacity by 2030, with an option to grow that to 1.8 gigawatts, and it has secured about 1.8 gigawatts of power generation overall toward its 2-gigawatt target. The current power fleet is about 90% utilized, and the company executed a limited notice to proceed on a West Texas data center project tied to a hyperscaler, invoicing an initial deposit while it negotiates a long-term contract to begin supplying power in early 2027. Total capital spending among the top four hyperscalers rose roughly 80% year over year in the quarter, a demand backdrop Kodiak is positioning to serve.
Power infrastructure remains far less profitable than compression for now. The segment generated $33 million in revenue with an adjusted gross margin of 65%, well below compression's 70%, and building it out is expensive: Kodiak estimates roughly $1.2 million per megawatt before balance of plant costs. Power infrastructure growth capital spending alone was $134 million in the quarter. Net debt stood at about $2.6 billion at quarter-end, and while an $836 million equity raise in May pushed leverage down to 3.1 times, a company-record low, that debt load will grow as gigawatt-scale turbine and power projects come online through 2030. The West Texas data center deal, still under negotiation, also underscores how much of Kodiak's power growth depends on locking in long-term contracts with a small number of hyperscale counterparties.
#million #company #compression
Kodiak's core contract compression business kept climbing. The company ended the quarter with 4.4 million revenue-generating horsepower and fleet utilization of 98.2%, and it priced that equipment at $23.80 per horsepower, a 4.5% increase from a year ago. Compression infrastructure adjusted gross margin reached 70% for a second straight quarter, up 170 basis points year-over-year, even as the company absorbed higher lube oil costs tied to the war in Iran. Kodiak has already locked in large horsepower compressor packages for 2027 through 2029 and is roughly 50% contracted for next year's deliveries, giving it unusual visibility into future revenue.
The bigger story is power. Kodiak signed a multiyear turbine supply deal with Baker Hughes for 1 gigawatt of capacity by 2030, with an option to grow that to 1.8 gigawatts, and it has secured about 1.8 gigawatts of power generation overall toward its 2-gigawatt target. The current power fleet is about 90% utilized, and the company executed a limited notice to proceed on a West Texas data center project tied to a hyperscaler, invoicing an initial deposit while it negotiates a long-term contract to begin supplying power in early 2027. Total capital spending among the top four hyperscalers rose roughly 80% year over year in the quarter, a demand backdrop Kodiak is positioning to serve.
Power infrastructure remains far less profitable than compression for now. The segment generated $33 million in revenue with an adjusted gross margin of 65%, well below compression's 70%, and building it out is expensive: Kodiak estimates roughly $1.2 million per megawatt before balance of plant costs. Power infrastructure growth capital spending alone was $134 million in the quarter. Net debt stood at about $2.6 billion at quarter-end, and while an $836 million equity raise in May pushed leverage down to 3.1 times, a company-record low, that debt load will grow as gigawatt-scale turbine and power projects come online through 2030. The West Texas data center deal, still under negotiation, also underscores how much of Kodiak's power growth depends on locking in long-term contracts with a small number of hyperscale counterparties.
#million #company #compression
4 days ago
Latest 13F filings show that billionaire Stanley Druckenmiller's family office fund and Brad Gerstner's Altimeter Capital both sold Broadcom Inc. (NASDAQ: AVGO) during the second quarter and opened new stakes in Lam Research Corporation (NASDAQ: LRCX) instead.
Bulls say Lam's multiple compression is due to the overall semiconductor selloff, not a fundamental issue. In fiscal Q4, the company beat earnings estimates and guided to a 52% gross margin for Q1, well above previous expectations. Wafer fab equipment demand remains strong, with memory and advanced packaging contributing more meaningfully. Industry-wide equipment spending guidance for fiscal 2027 was also raised. Advanced packaging growth guidance was raised. The company is expected to benefit from rising capex as companies spend to complete AI infrastructure buildouts.
However, bears point to risks that spending on wafer fab equipment will prove less durable. The company's EPS estimates ******* ume demand will stay strong, but customers can delay deliveries if memory prices weaken and utilization rates fall. Despite the multiple compression, its multiple of over 30x is still above the company's historical average, and cyclical volatility could create valuation issues if the AI capex cycle slows.
Brad Gerstner of Altimeter CapitalBroadcom Falling Out of Favor?
AVGO is up just about 13% so far this year. The stock recently wavered amid disclosure of a security vulnerability in VMware. In Q2, the company signed over $30 billion in AI orders during the quarter. For fiscal Q3, the company expects AI semiconductor revenue up 200% year over year. For fiscal 2027, Broadcom expects $100 billion in AI revenue.
#year #altimeter #broadcom
Bulls say Lam's multiple compression is due to the overall semiconductor selloff, not a fundamental issue. In fiscal Q4, the company beat earnings estimates and guided to a 52% gross margin for Q1, well above previous expectations. Wafer fab equipment demand remains strong, with memory and advanced packaging contributing more meaningfully. Industry-wide equipment spending guidance for fiscal 2027 was also raised. Advanced packaging growth guidance was raised. The company is expected to benefit from rising capex as companies spend to complete AI infrastructure buildouts.
However, bears point to risks that spending on wafer fab equipment will prove less durable. The company's EPS estimates ******* ume demand will stay strong, but customers can delay deliveries if memory prices weaken and utilization rates fall. Despite the multiple compression, its multiple of over 30x is still above the company's historical average, and cyclical volatility could create valuation issues if the AI capex cycle slows.
Brad Gerstner of Altimeter CapitalBroadcom Falling Out of Favor?
AVGO is up just about 13% so far this year. The stock recently wavered amid disclosure of a security vulnerability in VMware. In Q2, the company signed over $30 billion in AI orders during the quarter. For fiscal Q3, the company expects AI semiconductor revenue up 200% year over year. For fiscal 2027, Broadcom expects $100 billion in AI revenue.
#year #altimeter #broadcom
7 days ago
On August 5, Corpay Inc. (NYSE:CPAY) announced in its second-quarter 2026 earnings call that the company's revenue hit $1.34 billion. This number was up 21% year-over-year and $45 million above expectations, while cash earnings per share reached $7.00, up 36% and an all-time company record. Management didn't just celebrate the quarter. It raised guidance for the rest of the year.
Corpay's organic revenue growth ran 10% in the quarter, led by 16% growth in Corporate Payments and 8% in Vehicle Payments, with those two segments combining for 12% organic growth on their own. Retention held at 93%, new bookings grew 30% year over year, and same-store sales turned positive at 1%. Two recent deals, the Alpha acquisition and the Avid investment, added $0.39 to cash EPS in the quarter, right on the company's own target. Alpha's integration is more than 80% complete, with its corporate volume moved onto Corpay's global platform, while Avid grew sales more than 30% and doubled its EBITDA to a record level.
On the back of that performance, Corpay raised full-year 2026 revenue guidance to $5.31 billion at the midpoint, 17% growth, and lifted cash EPS guidance to $27.35, up from an initial $26 target and implying 28% growth for the year. The company also pointed to roughly $15 billion of available capital over its forecast period, earmarked for either share buybacks or acquisitions of other corporate payment businesses.
Not every line in the report was clean. Corpay recorded a $100 million settlement charge tied to an FTC matter, still subject to final commission approval, and operating costs rose 9% excluding currency, stock compensation, and amortization, driven partly by sales investment and modestly higher credit losses. Corporate Payments organic growth of 16% already absorbed a 180 basis point drag from float revenue compression as interest rates came down.
Corpay is also divesting Epics, a smaller vehicle payments **** et, in a deal expected to close between September and October, with planning built around a September 1 date. That sale is expected to cut 2026 revenue by about $40 million, though management says proceeds will fund buybacks to keep the earnings impact neutral. Executives also acknowledged that Q2's beat included roughly $30 million from favorable macro conditions, on top of underlying performance, a reminder that not every dollar of upside is repeatable.
#Growth #payments #corporate #quarter
Corpay's organic revenue growth ran 10% in the quarter, led by 16% growth in Corporate Payments and 8% in Vehicle Payments, with those two segments combining for 12% organic growth on their own. Retention held at 93%, new bookings grew 30% year over year, and same-store sales turned positive at 1%. Two recent deals, the Alpha acquisition and the Avid investment, added $0.39 to cash EPS in the quarter, right on the company's own target. Alpha's integration is more than 80% complete, with its corporate volume moved onto Corpay's global platform, while Avid grew sales more than 30% and doubled its EBITDA to a record level.
On the back of that performance, Corpay raised full-year 2026 revenue guidance to $5.31 billion at the midpoint, 17% growth, and lifted cash EPS guidance to $27.35, up from an initial $26 target and implying 28% growth for the year. The company also pointed to roughly $15 billion of available capital over its forecast period, earmarked for either share buybacks or acquisitions of other corporate payment businesses.
Not every line in the report was clean. Corpay recorded a $100 million settlement charge tied to an FTC matter, still subject to final commission approval, and operating costs rose 9% excluding currency, stock compensation, and amortization, driven partly by sales investment and modestly higher credit losses. Corporate Payments organic growth of 16% already absorbed a 180 basis point drag from float revenue compression as interest rates came down.
Corpay is also divesting Epics, a smaller vehicle payments **** et, in a deal expected to close between September and October, with planning built around a September 1 date. That sale is expected to cut 2026 revenue by about $40 million, though management says proceeds will fund buybacks to keep the earnings impact neutral. Executives also acknowledged that Q2's beat included roughly $30 million from favorable macro conditions, on top of underlying performance, a reminder that not every dollar of upside is repeatable.
#Growth #payments #corporate #quarter
8 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.
Achieved record Q2 revenue of $21.5 million, a 65% year-over-year increase, primarily driven by the integration of CDM and new installations across the legacy business.
Completed the majority of CDM integration, realizing approximately 75% of the targeted $10 million in annualized synergies to date.
Attributed service revenue growth to the inclusion of $7 million from CDM and positive momentum in legacy CRI installs, despite the expiration of some high-margin contracts.
Reported hardware gross margin compression to 17.2% due to product mix, while service margins remained robust at 50.1% despite competitive pricing pressures.
#million #year #legacy #service
Achieved record Q2 revenue of $21.5 million, a 65% year-over-year increase, primarily driven by the integration of CDM and new installations across the legacy business.
Completed the majority of CDM integration, realizing approximately 75% of the targeted $10 million in annualized synergies to date.
Attributed service revenue growth to the inclusion of $7 million from CDM and positive momentum in legacy CRI installs, despite the expiration of some high-margin contracts.
Reported hardware gross margin compression to 17.2% due to product mix, while service margins remained robust at 50.1% despite competitive pricing pressures.
#million #year #legacy #service
11 days ago
During the August 6 episode of Mad Money, Jim Cramer focused on the shifting trajectory of Akamai Technologies, Inc. (NASDAQ:AKAM), as he said:
Look at this incredible move in the stock of Akamai Technologies. Over the past few years, this company's evolved from a simple content delivery network- I used to call it the fast lane on the internet superhighway- into more of a cybersecurity and cloud infrastructure business, fast growing. Going into the close, Akamai was already up more than 35% for the year. Then they reported basically in-line revenue, slightly better-than-expected earnings, mixed outlook, current quarter trimmed, full-year forecast down just a tad. Initially, the stock got slammed, but then it caught fire, I think, because Akamai reported a big cloud infrastructure win in the robotic ***** e.
Akamai Technologies, Inc. (NASDAQ:AKAM) reported second-quarter revenue of $1.1 billion, marking a 5% year-over-year increase. Non-GAAP diluted earnings per share reached $1.59, beating consensus estimates, while GAAP diluted earnings per share landed at $0.52 due to rising investment expenses. Segment results showed security revenue climbing 10% to $604 million and cloud infrastructure services surging 39% to $99 million. Meanwhile, legacy delivery revenue contracted 6% to $396 million.
Investor attention quickly shifted to a multi-year customer commitment valued over $600 million for cloud infrastructure powering robotic workloads. During the earnings call, Chief Executive Officer Tom Leighton noted that graphics processing unit capacity remains entirely sold out, while Chief Financial Officer Ed McGowan highlighted that total multi-year cloud commitments signed year-to-date have surpassed $2.8 billion. Management guided full-year revenue between $4.445 billion and $4.530 billion, with capital expenditures remaining elevated at roughly 40% of revenue to support infrastructure scaling.
Despite artificial intelligence growth tailwinds, professional ***** ysts flagged heavy capital intensity and margin compression risks. Highlighting these structural cost pressures, on August 10, HSBC downgraded the stock to a Hold rating and cut its price target to $123, pointing to compressed operating margins and temporary pauses in share repurchases.
#technologies #billion
Look at this incredible move in the stock of Akamai Technologies. Over the past few years, this company's evolved from a simple content delivery network- I used to call it the fast lane on the internet superhighway- into more of a cybersecurity and cloud infrastructure business, fast growing. Going into the close, Akamai was already up more than 35% for the year. Then they reported basically in-line revenue, slightly better-than-expected earnings, mixed outlook, current quarter trimmed, full-year forecast down just a tad. Initially, the stock got slammed, but then it caught fire, I think, because Akamai reported a big cloud infrastructure win in the robotic ***** e.
Akamai Technologies, Inc. (NASDAQ:AKAM) reported second-quarter revenue of $1.1 billion, marking a 5% year-over-year increase. Non-GAAP diluted earnings per share reached $1.59, beating consensus estimates, while GAAP diluted earnings per share landed at $0.52 due to rising investment expenses. Segment results showed security revenue climbing 10% to $604 million and cloud infrastructure services surging 39% to $99 million. Meanwhile, legacy delivery revenue contracted 6% to $396 million.
Investor attention quickly shifted to a multi-year customer commitment valued over $600 million for cloud infrastructure powering robotic workloads. During the earnings call, Chief Executive Officer Tom Leighton noted that graphics processing unit capacity remains entirely sold out, while Chief Financial Officer Ed McGowan highlighted that total multi-year cloud commitments signed year-to-date have surpassed $2.8 billion. Management guided full-year revenue between $4.445 billion and $4.530 billion, with capital expenditures remaining elevated at roughly 40% of revenue to support infrastructure scaling.
Despite artificial intelligence growth tailwinds, professional ***** ysts flagged heavy capital intensity and margin compression risks. Highlighting these structural cost pressures, on August 10, HSBC downgraded the stock to a Hold rating and cut its price target to $123, pointing to compressed operating margins and temporary pauses in share repurchases.
#technologies #billion
11 days ago
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Samsara Inc. (NYSE:IOT). Samsara Inc. (NYSE:IOT), which provides solutions to connect physical operations data to its connected operations platform, detracted from the fund's performance during the quarter. On August 7, 2026, Samsara Inc. (NYSE:IOT) closed at $40.88 per share. One-month return of Samsara Inc. (NYSE:IOT) was 11.00% and its shares gained 25.78% over the past 52 weeks. Samsara Inc. (NYSE:IOT) has a market capitalization of $23.89 billion.
Sands Capital Technology Innovators Fund stated the following regarding Samsara Inc. (NYSE:IOT) in its Q2 2026 investor letter:
"Samsara Inc. (NYSE:IOT) is a leading developer of connected hardware and software for industrial operations. Shares declined despite strong first-quarter results, as broader multiple compression across select vertical software peers outweighed continued evidence of strong execution. Revenue growth remained steady at approximately 30 percent, while the company delivered roughly 500 basis points of margin leverage, reflecting improving scale and operating discipline. Samsara continues to benefit from a powerful data network effect: as more customers and connected ***** ets join the platform, Samsara captures more proprietary operational data, which improves its products, strengthens customer outcomes, and creates new monetization opportunities. This flywheel is supporting success across an expanding product portfolio and should be reinforced by upcoming product announcements and disclosures. With the stock trading near multiyear lows on forward revenue despite
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Samsara Inc. (NYSE:IOT). Samsara Inc. (NYSE:IOT), which provides solutions to connect physical operations data to its connected operations platform, detracted from the fund's performance during the quarter. On August 7, 2026, Samsara Inc. (NYSE:IOT) closed at $40.88 per share. One-month return of Samsara Inc. (NYSE:IOT) was 11.00% and its shares gained 25.78% over the past 52 weeks. Samsara Inc. (NYSE:IOT) has a market capitalization of $23.89 billion.
Sands Capital Technology Innovators Fund stated the following regarding Samsara Inc. (NYSE:IOT) in its Q2 2026 investor letter:
"Samsara Inc. (NYSE:IOT) is a leading developer of connected hardware and software for industrial operations. Shares declined despite strong first-quarter results, as broader multiple compression across select vertical software peers outweighed continued evidence of strong execution. Revenue growth remained steady at approximately 30 percent, while the company delivered roughly 500 basis points of margin leverage, reflecting improving scale and operating discipline. Samsara continues to benefit from a powerful data network effect: as more customers and connected ***** ets join the platform, Samsara captures more proprietary operational data, which improves its products, strengthens customer outcomes, and creates new monetization opportunities. This flywheel is supporting success across an expanding product portfolio and should be reinforced by upcoming product announcements and disclosures. With the stock trading near multiyear lows on forward revenue despite
14 days ago
SOUTH BEND —Adon Shuler, stalwart safety for Notre Dame football, experienced a brief scare early in the third practice of fall camp.
The two-time captain and multiyear starter came up limping after CJ Carr completed a short pass over the middle to Micah Gilbert on the first play of a two-minute drill.
Shuler headed to the sideline medical tent, where he spent several minutes with a team athletic trainer. Shuler's right cleat was removed, and training staff appeared to focus on the safety's right knee as well.
A compression sleeve was added to Shuler's right knee.
Jonaz Walton: Could freshman be the next great Notre Dame football running back?
#dame #Football
The two-time captain and multiyear starter came up limping after CJ Carr completed a short pass over the middle to Micah Gilbert on the first play of a two-minute drill.
Shuler headed to the sideline medical tent, where he spent several minutes with a team athletic trainer. Shuler's right cleat was removed, and training staff appeared to focus on the safety's right knee as well.
A compression sleeve was added to Shuler's right knee.
Jonaz Walton: Could freshman be the next great Notre Dame football running back?
#dame #Football
16 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.
Revenue growth acceleration to 10% in constant currency was driven by the return of high-spending customers and record WOW membership levels following a prior-year data incident.
Management attributes the 8% Product Commerce growth to a 'blended' rate where the vast majority of spend has returned to record levels, while a minority cohort remains absent from the year-over-year comparison.
Current margin compression reflects a deliberate decision to maintain fixed costs and capacity sized for pre-incident demand trajectories to protect the long-term customer experience.
Supply chain efficiencies and volume-based savings are temporarily suppressed due to demand being below planned capacity, a dynamic management expects to reverse as volume grows into the network.
#levels #NVIDIA
Revenue growth acceleration to 10% in constant currency was driven by the return of high-spending customers and record WOW membership levels following a prior-year data incident.
Management attributes the 8% Product Commerce growth to a 'blended' rate where the vast majority of spend has returned to record levels, while a minority cohort remains absent from the year-over-year comparison.
Current margin compression reflects a deliberate decision to maintain fixed costs and capacity sized for pre-incident demand trajectories to protect the long-term customer experience.
Supply chain efficiencies and volume-based savings are temporarily suppressed due to demand being below planned capacity, a dynamic management expects to reverse as volume grows into the network.
#levels #NVIDIA
16 days ago
Conestoga Capital Advisors, an ***** et management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm and semiconductor stocks. However, market leadership was uneven, mirroring the Tech Bubble, as high-beta stocks outperformed while high-quality companies lagged, impacting Conestoga's quality-focused strategies. Management expressed confidence in long-term outcomes, noting that speculative leadership won't last as monetary policy tightens and market breadth improves. The firm remains committed to high-quality growth businesses, expecting these to regain favor as leadership broadens. The Conestoga Small Cap Composite returned 14.32% net-of-fees in the second quarter, with 25.71% for the Russell 2000 Growth Index. Narrow Index leadership hurt the relative results, but it also hid Composite improvements. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Conestoga Capital Advisors highlighted Kodiak Gas Services, Inc. (NYSE:KGS). Kodiak Gas Services, Inc. (NYSE:KGS), an independent contract compression infrastructure provider for customers in the oil and gas industry, was added to the firm's Small Cap Composite this quarter. On August 4, 2026, Kodiak Gas Services, Inc. (NYSE:KGS) closed at $59.54 per share, reflecting a market capitalization of $6.01 billion. Kodiak Gas Services, Inc. (NYSE:KGS) posted a one-month return of -14.77%, while its shares gained 86.24% over the past 52 weeks.
Conestoga Capital Advisors stated the following regarding Kodiak Gas Services, Inc. (NYSE:KGS) in its Q2 2026 investor letter:
"Kodiak Gas Services, Inc. (NYSE:KGS) provides contract natural gas compression and distributed power solutions to energy infrastructure customers. We believe the company is well positioned to benefit from growing demand for natural gas infrastructure, LNG exports, and power generation supporting AI-related data center development. Long term customer contracts, industry-leading fleet utilization, and expansion into distributed power provide multiple avenues for durable growth and cash flow generation."
Kodiak Gas Services, Inc. (NYSE:KGS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Kodiak Gas Services, Inc. (NYSE:KGS) at the end of the first quarter, up from 34 in the previous quarter. While we acknowledge the potential of Kodiak Gas Services, Inc. (NYSE:KGS) 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
In its Q2 2026 investor letter, Conestoga Capital Advisors highlighted Kodiak Gas Services, Inc. (NYSE:KGS). Kodiak Gas Services, Inc. (NYSE:KGS), an independent contract compression infrastructure provider for customers in the oil and gas industry, was added to the firm's Small Cap Composite this quarter. On August 4, 2026, Kodiak Gas Services, Inc. (NYSE:KGS) closed at $59.54 per share, reflecting a market capitalization of $6.01 billion. Kodiak Gas Services, Inc. (NYSE:KGS) posted a one-month return of -14.77%, while its shares gained 86.24% over the past 52 weeks.
Conestoga Capital Advisors stated the following regarding Kodiak Gas Services, Inc. (NYSE:KGS) in its Q2 2026 investor letter:
"Kodiak Gas Services, Inc. (NYSE:KGS) provides contract natural gas compression and distributed power solutions to energy infrastructure customers. We believe the company is well positioned to benefit from growing demand for natural gas infrastructure, LNG exports, and power generation supporting AI-related data center development. Long term customer contracts, industry-leading fleet utilization, and expansion into distributed power provide multiple avenues for durable growth and cash flow generation."
Kodiak Gas Services, Inc. (NYSE:KGS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Kodiak Gas Services, Inc. (NYSE:KGS) at the end of the first quarter, up from 34 in the previous quarter. While we acknowledge the potential of Kodiak Gas Services, Inc. (NYSE:KGS) 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
20 days ago
The Detroit Lions are dealing with a slew of injuries to their rookie class.
Lions coach Dan Campbell said rookie defensive end Derrick Moore will miss seven to 10 days with a minor groin strain he suffered in practice Sunday, Aug. 2, while fourth-round pick Jimmy Rolder "will be out for a while" with a hamstring injury he suffered in practice July 31.
"It's unfortunate for all the rookies," Campbell said. "These reps are valuable, man. You miss valuable, valuable time, but it also is what it is. So the good news is that like I say with Derrick, it won't be too long. For Rolder it's a little unfortunate, but at the same time it's not a season-ender, so that's good news."
The Lions did not hold a rookie minicamp this year for the first time under Campbell and Brad Holmes, and four of their seven draft picks have suffered some sort of injury in recent months.
First-round pick Blake Miller was held out of team drills Sunday with an undisclosed injury − he wore a compression sleeve on his left leg − and fifth-round pick Kendrick Law tore his ACL in the spring. Law is out for the season, while Campbell said Miller will practice without restrictions in the first day of pads Monday, Aug. 3.
#lions #round
Lions coach Dan Campbell said rookie defensive end Derrick Moore will miss seven to 10 days with a minor groin strain he suffered in practice Sunday, Aug. 2, while fourth-round pick Jimmy Rolder "will be out for a while" with a hamstring injury he suffered in practice July 31.
"It's unfortunate for all the rookies," Campbell said. "These reps are valuable, man. You miss valuable, valuable time, but it also is what it is. So the good news is that like I say with Derrick, it won't be too long. For Rolder it's a little unfortunate, but at the same time it's not a season-ender, so that's good news."
The Lions did not hold a rookie minicamp this year for the first time under Campbell and Brad Holmes, and four of their seven draft picks have suffered some sort of injury in recent months.
First-round pick Blake Miller was held out of team drills Sunday with an undisclosed injury − he wore a compression sleeve on his left leg − and fifth-round pick Kendrick Law tore his ACL in the spring. Law is out for the season, while Campbell said Miller will practice without restrictions in the first day of pads Monday, Aug. 3.
#lions #round
20 days ago
The Detroit Lions are dealing with a slew of injuries to their rookie class.
Lions coach Dan Campbell said rookie defensive end Derrick Moore will miss seven to 10 days with a minor groin strain he suffered in practice Sunday, Aug. 2, while fourth-round pick Jimmy Rolder "will be out for a while" with a hamstring injury he suffered in practice July 31.
"It's unfortunate for all the rookies," Campbell said. "These reps are valuable, man. You miss valuable, valuable time, but it also is what it is. So the good news is that like I say with Derrick, it won't be too long. For Rolder it's a little unfortunate, but at the same time it's not a season-ender, so that's good news."
The Lions did not hold a rookie minicamp this year for the first time under Campbell and Brad Holmes, and four of their seven draft picks have suffered some sort of injury in recent months.
First-round pick Blake Miller was held out of team drills Sunday with an undisclosed injury − he wore a compression sleeve on his left leg − and fifth-round pick Kendrick Law tore his ACL in the spring. Law is out for the season, while Campbell said Miller will practice without restrictions in the first day of pads Monday, Aug. 3.
#lions #rookie
Lions coach Dan Campbell said rookie defensive end Derrick Moore will miss seven to 10 days with a minor groin strain he suffered in practice Sunday, Aug. 2, while fourth-round pick Jimmy Rolder "will be out for a while" with a hamstring injury he suffered in practice July 31.
"It's unfortunate for all the rookies," Campbell said. "These reps are valuable, man. You miss valuable, valuable time, but it also is what it is. So the good news is that like I say with Derrick, it won't be too long. For Rolder it's a little unfortunate, but at the same time it's not a season-ender, so that's good news."
The Lions did not hold a rookie minicamp this year for the first time under Campbell and Brad Holmes, and four of their seven draft picks have suffered some sort of injury in recent months.
First-round pick Blake Miller was held out of team drills Sunday with an undisclosed injury − he wore a compression sleeve on his left leg − and fifth-round pick Kendrick Law tore his ACL in the spring. Law is out for the season, while Campbell said Miller will practice without restrictions in the first day of pads Monday, Aug. 3.
#lions #rookie
22 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.
Second quarter RevPAR growth of 5.6% was driven entirely by average daily rate (ADR) as occupancy remained flat year-over-year.
Management attributed the modest 3.3% Total RevPAR growth to a shift in business mix, where transient demand filled gaps left by large FIFA World Cup room block releases, resulting in lower out-of-room spend.
The portfolio saw broad-based strength across markets, with Philadelphia and Salt Lake City leading growth, while the Grand Hyatt Scottsdale continues to track favorably toward stabilization.
Margin compression of 65 basis points was primarily caused by the lapping of a $1.5 million real estate tax refund from 2025 and startup costs for new food and beverage outlets at W Nashville.
#Growth #room #tell #fifa
Second quarter RevPAR growth of 5.6% was driven entirely by average daily rate (ADR) as occupancy remained flat year-over-year.
Management attributed the modest 3.3% Total RevPAR growth to a shift in business mix, where transient demand filled gaps left by large FIFA World Cup room block releases, resulting in lower out-of-room spend.
The portfolio saw broad-based strength across markets, with Philadelphia and Salt Lake City leading growth, while the Grand Hyatt Scottsdale continues to track favorably toward stabilization.
Margin compression of 65 basis points was primarily caused by the lapping of a $1.5 million real estate tax refund from 2025 and startup costs for new food and beverage outlets at W Nashville.
#Growth #room #tell #fifa
23 days ago
July 22 and 23 proved to be one of the most significant 48-hour periods of 2026's artificial intelligence trade, showing a clear flaw in how public equity markets reward massive capital spending. Both Tesla, Inc. (NASDAQ:TSLA) and Alphabet published second-quarter financial results after the market closed on July 22, with both reporting negative quarterly free cash flow due to significant AI infrastructure investments. However, the market distinguished between spending connected to visible near-term margin conversion and spending ***** ociated with core margin compression and an indefinite payout period. While Alphabet had a modest reversal, Tesla, Inc. (NASDAQ:TSLA) fell as much as 15% intraday, marking one of the company's worst single-day falls in history.
On the surface, Tesla's top-line headline numbers were strong, with second-quarter revenue reaching a record $28.24 billion, a 26% year-over-year increase that comfortably exceeded Wall Street consensus projections of $25.55 billion to $25.71 billion. Vehicle deliveries set a quarterly high of 480,126 units, while automotive revenue increased 23% to $20.52 billion. Auxiliary areas grew even faster, with Energy Generation and Storage up 13% to $3.14 billion and Services up 50% to a record $4.58 billion.
However, underneath these top-line gains lies considerable margin deterioration. Non-GAAP adjusted earnings per share came in at $0.33, roughly a third lower than the consensus forecast of $0.51 to $0.53, while GAAP operating income fell 57% year-over-year to $398 million, implying an operating margin of 1.4% versus slightly over 4% posted both in last quarter and the same quarter last year.
This profitability compression was directly related to Tesla's core vehicle price strategy. Total gross margin fell to 16.8%, down from 17.2% a year ago and well below ***** ysts' expectations of 19.4%. Tesla's decision to introduce lower-cost variants of the Model 3 and Model Y while discontinuing its higher-margin Model S and Model X flagship vehicles reduced average selling prices throughout the fleet. This structural decline in average selling price, combined with a rapid contraction in high-margin regulatory credit revenue, severely harmed profitability while fixed overhead increased.
An enormous spike in spending added to the core vehicle pricing pressures. Operating expenses increased by 47% year-over-year to $4.35 billion, while capital expenditures nearly doubled to $5.80 billion, resulting in a $1.10 billion negative free cash flow balance. This substantial cash burn represents significant expenditures in AI compute infrastructure, custom semiconductor development, battery material manufacture, and production capacity for the Cybercab and Optimus humanoid robots.
#vehicle #operating
On the surface, Tesla's top-line headline numbers were strong, with second-quarter revenue reaching a record $28.24 billion, a 26% year-over-year increase that comfortably exceeded Wall Street consensus projections of $25.55 billion to $25.71 billion. Vehicle deliveries set a quarterly high of 480,126 units, while automotive revenue increased 23% to $20.52 billion. Auxiliary areas grew even faster, with Energy Generation and Storage up 13% to $3.14 billion and Services up 50% to a record $4.58 billion.
However, underneath these top-line gains lies considerable margin deterioration. Non-GAAP adjusted earnings per share came in at $0.33, roughly a third lower than the consensus forecast of $0.51 to $0.53, while GAAP operating income fell 57% year-over-year to $398 million, implying an operating margin of 1.4% versus slightly over 4% posted both in last quarter and the same quarter last year.
This profitability compression was directly related to Tesla's core vehicle price strategy. Total gross margin fell to 16.8%, down from 17.2% a year ago and well below ***** ysts' expectations of 19.4%. Tesla's decision to introduce lower-cost variants of the Model 3 and Model Y while discontinuing its higher-margin Model S and Model X flagship vehicles reduced average selling prices throughout the fleet. This structural decline in average selling price, combined with a rapid contraction in high-margin regulatory credit revenue, severely harmed profitability while fixed overhead increased.
An enormous spike in spending added to the core vehicle pricing pressures. Operating expenses increased by 47% year-over-year to $4.35 billion, while capital expenditures nearly doubled to $5.80 billion, resulting in a $1.10 billion negative free cash flow balance. This substantial cash burn represents significant expenditures in AI compute infrastructure, custom semiconductor development, battery material manufacture, and production capacity for the Cybercab and Optimus humanoid robots.
#vehicle #operating
26 days ago
Athletics prospect Ryan Lasko says he has regained sensation in parts of his legs nearly a month after a frightening on-field collision
The 24-year-old fractured his C6-C7 vertebrae and underwent spinal decompression and stabilization surgery following the collision
Lasko said he is "very happy" with his progress and thanked supporters for helping motivate his recovery
Ryan Lasko is sharing an encouraging update on his recovery nearly a month after a frightening on-field collision left him with a fractured vertebra and without feeling in the lower half of his body.
The 24-year-old Athletics prospect revealed in an Instagram Stories post on Monday, July 27, that he has regained sensation in parts of his legs and has seen improvement in the use of both hands following the June 30 collision.
#collision #regained
The 24-year-old fractured his C6-C7 vertebrae and underwent spinal decompression and stabilization surgery following the collision
Lasko said he is "very happy" with his progress and thanked supporters for helping motivate his recovery
Ryan Lasko is sharing an encouraging update on his recovery nearly a month after a frightening on-field collision left him with a fractured vertebra and without feeling in the lower half of his body.
The 24-year-old Athletics prospect revealed in an Instagram Stories post on Monday, July 27, that he has regained sensation in parts of his legs and has seen improvement in the use of both hands following the June 30 collision.
#collision #regained
1 month ago
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and keeping low correlation with traditional equity strategies. The portfolio tailed in the speculative mania environment as investors broadly avoided boring, cash-flowing, non-AI stocks. The Fund returned -6.6% (net) in Q2 compared to +14.3% return for the S&P Midcap 400 ETF (MDY) and +10.3% gain for the HFRX Equity Hedge Index. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Upslope Capital Management highlighted Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY). Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) is a financial technology company that offers solutions and payment processing services for community banks and credit unions. On July 21, 2026, Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) closed at $148.90 per share, reflecting a market capitalization of $10.58 billion. Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) posted a one-month return of 16.27%, while its shares lost 17.52% over the past 52 weeks.
Upslope Capital Management stated the following regarding Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) in its Q2 2026 investor update:
"The Fund also exited Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY), fintech business focused on core processing and payments for regional banks). This was disappointing, as the exit was largely due to risk management. Fundamentals remained solid, but shares were hit hard by AI worries. "Proving" the market wrong about these worries will simply take time (a lot of it) and, possibly, additional valuation compression. JKHY was not the only holding with this perceived risk and exiting was aimed at reducing broader exposure to a manageable level."
Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) 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.
#henry #management #upslope #fund
In its Q2 2026 investor letter, Upslope Capital Management highlighted Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY). Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) is a financial technology company that offers solutions and payment processing services for community banks and credit unions. On July 21, 2026, Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) closed at $148.90 per share, reflecting a market capitalization of $10.58 billion. Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) posted a one-month return of 16.27%, while its shares lost 17.52% over the past 52 weeks.
Upslope Capital Management stated the following regarding Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) in its Q2 2026 investor update:
"The Fund also exited Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY), fintech business focused on core processing and payments for regional banks). This was disappointing, as the exit was largely due to risk management. Fundamentals remained solid, but shares were hit hard by AI worries. "Proving" the market wrong about these worries will simply take time (a lot of it) and, possibly, additional valuation compression. JKHY was not the only holding with this perceived risk and exiting was aimed at reducing broader exposure to a manageable level."
Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of Jack Henry & ******* ociates, Inc. (NASDAQ:JKHY) 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.
#henry #management #upslope #fund
1 month ago
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and keeping low correlation with traditional equity strategies. The portfolio tailed in the speculative mania environment as investors broadly avoided boring, cash-flowing, non-AI stocks. The Fund returned -6.6% (net) in Q2 compared to +14.3% return for the S&P Midcap 400 ETF (MDY) and +10.3% gain for the HFRX Equity Hedge Index. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Upslope Capital Management highlighted Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY). Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) is a financial technology company that offers solutions and payment processing services for community banks and credit unions. On July 21, 2026, Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) closed at $148.90 per share, reflecting a market capitalization of $10.58 billion. Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) posted a one-month return of 16.27%, while its shares lost 17.52% over the past 52 weeks.
Upslope Capital Management stated the following regarding Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) in its Q2 2026 investor update:
"The Fund also exited Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY), fintech business focused on core processing and payments for regional banks). This was disappointing, as the exit was largely due to risk management. Fundamentals remained solid, but shares were hit hard by AI worries. "Proving" the market wrong about these worries will simply take time (a lot of it) and, possibly, additional valuation compression. JKHY was not the only holding with this perceived risk and exiting was aimed at reducing broader exposure to a manageable level."
Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) 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.
#henry #management #capital #risk
In its Q2 2026 investor letter, Upslope Capital Management highlighted Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY). Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) is a financial technology company that offers solutions and payment processing services for community banks and credit unions. On July 21, 2026, Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) closed at $148.90 per share, reflecting a market capitalization of $10.58 billion. Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) posted a one-month return of 16.27%, while its shares lost 17.52% over the past 52 weeks.
Upslope Capital Management stated the following regarding Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) in its Q2 2026 investor update:
"The Fund also exited Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY), fintech business focused on core processing and payments for regional banks). This was disappointing, as the exit was largely due to risk management. Fundamentals remained solid, but shares were hit hard by AI worries. "Proving" the market wrong about these worries will simply take time (a lot of it) and, possibly, additional valuation compression. JKHY was not the only holding with this perceived risk and exiting was aimed at reducing broader exposure to a manageable level."
Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of Jack Henry & ***** ociates, Inc. (NASDAQ:JKHY) 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.
#henry #management #capital #risk
1 month ago
BlackRock (BLK) is the world's largest ****** et manager, helping individuals, institutions, and governments invest across stocks, bonds, ETFs, private markets, and alternative ****** ets. That scale was on full display in the second quarter as the company delivered another blockbuster earnings report, fueled by strong investor demand and broad-based growth across its business.
Net inflows accelerated across ETFs, private markets, active fixed income, and systematic equity strategies, while the top and bottom lines comfortably topped Wall Street's expectations. More importantly, those inflows pushed BlackRock's ****** ets under management (AUM) to a record $15.34 trillion, highlighting the company's ability to attract fresh capital even in an uncertain market.
Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn't Broken
Costco Delivers Another Strong Sales Report. Buy COST Stock Now for More Upside Ahead.
Why ****** ysts Still See Nvidia as the Top Chip Stock to Buy for Q2 Earnings Season
Net inflows accelerated across ETFs, private markets, active fixed income, and systematic equity strategies, while the top and bottom lines comfortably topped Wall Street's expectations. More importantly, those inflows pushed BlackRock's ****** ets under management (AUM) to a record $15.34 trillion, highlighting the company's ability to attract fresh capital even in an uncertain market.
Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn't Broken
Costco Delivers Another Strong Sales Report. Buy COST Stock Now for More Upside Ahead.
Why ****** ysts Still See Nvidia as the Top Chip Stock to Buy for Q2 Earnings Season
1 month ago
Decades ago, it would take weeks or even months to send a message to someone, especially if they were far away. Today, finding information and staying connected have never been easier. People can communicate instantly and find answers in seconds through digital technology. It's no exaggeration to say that these platforms have become a key part of everyday life.
That's what makes companies like Alphabet and Meta so interesting- at least as investments. Both have had their hand in driving the digital landscape to where it is today, and both are still hard at work shaping the future.
Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn't Broken
BlackRock Just Achieved Record AUM. How to Play BLK Stock After Q2.
Costco Delivers Another Strong Sales Report. Buy COST Stock Now for More Upside Ahead.
That's what makes companies like Alphabet and Meta so interesting- at least as investments. Both have had their hand in driving the digital landscape to where it is today, and both are still hard at work shaping the future.
Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn't Broken
BlackRock Just Achieved Record AUM. How to Play BLK Stock After Q2.
Costco Delivers Another Strong Sales Report. Buy COST Stock Now for More Upside Ahead.
1 month ago
HD carries $20B in debt due this year against $1B in cash, and JNJ's STELARA lost 60% to biosimilars. Neither risk shows up in a red trading day.
PG absorbed a $400M tariff hit and margin compression while MSFT dropped 20% despite 40% Azure growth, and in both stories the driving factor is execution risk rather than volatility.
Sather warns that even Buffett let positions run to 40% of his portfolio, moves that build wealth but wreck it just as fast.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
On the July 6 episode of The Investing for Beginners Podcast, hosts Andrew Sather and Stephen Morris pushed back on a common instinct among retail investors: treating a red day as the definition of risk. Sather framed volatility as "temporary pain," the price of admission for compounding.
PG absorbed a $400M tariff hit and margin compression while MSFT dropped 20% despite 40% Azure growth, and in both stories the driving factor is execution risk rather than volatility.
Sather warns that even Buffett let positions run to 40% of his portfolio, moves that build wealth but wreck it just as fast.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
On the July 6 episode of The Investing for Beginners Podcast, hosts Andrew Sather and Stephen Morris pushed back on a common instinct among retail investors: treating a red day as the definition of risk. Sather framed volatility as "temporary pain," the price of admission for compounding.
1 month ago
Thessaloniki, Greece — A man was nearly sucked out the window of a Ryanair flight when it "detached" midair en route to Germany, with other passengers pulling him back inside, a witness told Greek media on Friday.
The passenger, described as a tourist from Serbia on a flight from Thessaloniki in Greece to Memmingen in Germany, was hospitalized with friction burns but was otherwise in good condition, authorities said. The ****** ociated Press quoted an unnamed Greek hospital official as saying the 61-year-old man was treated for neck and shoulder injuries and friction burns.
"Most of us had fallen asleep, we had closed our eyes. There was a noise, like a tire bursting," a fellow passenger told Radio Thessaloniki.
"We immediately realized there had been a decompression. There were screams ... for a moment I thought someone had accidentally opened the emergency door," the woman said. "The masks dropped and there was a strong smell. The head and shoulders of one passenger were outside the window. Fortunately, he hadn't taken off his seat belt."
Other passengers near the man helped to pull him in, she said.
The passenger, described as a tourist from Serbia on a flight from Thessaloniki in Greece to Memmingen in Germany, was hospitalized with friction burns but was otherwise in good condition, authorities said. The ****** ociated Press quoted an unnamed Greek hospital official as saying the 61-year-old man was treated for neck and shoulder injuries and friction burns.
"Most of us had fallen asleep, we had closed our eyes. There was a noise, like a tire bursting," a fellow passenger told Radio Thessaloniki.
"We immediately realized there had been a decompression. There were screams ... for a moment I thought someone had accidentally opened the emergency door," the woman said. "The masks dropped and there was a strong smell. The head and shoulders of one passenger were outside the window. Fortunately, he hadn't taken off his seat belt."
Other passengers near the man helped to pull him in, she said.
1 month ago
QDTE's weekly distributions have dropped from a $0.35 per-share average in 2024 to $0.19 in 2026 as VIX compression steadily shrinks option premiums.
QDTE's trailing 48% yield is misleading, given that QQQ already outpaces it year-to-date at 16% vs 12%, while sister fund XDTE offers a lower-decay alternative.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
The Roundhill Innovation-100 0DTE Covered Call Strategy ETF (CBOE:QDTE) pays income every single week, and that cadence is the entire reason people own it. QDTE sells zero-days-to-expiration call options against synthetic NASDAQ-100 exposure, then routes the collected premiums back to shareholders as distributions that most recently ran $0.24 per share on July 1, 2026. With a trailing 12-month yield near 48%, the question every QDTE holder needs answered is not whether the checks will keep arriving, but whether they will keep arriving at anything close to today's size.
QDTE does not own the NASDAQ-100 outright. Its March 2026 NPORT filing shows roughly 90% of the fund's $798.9 million in net ****** ets tied up in four derivative positions that synthetically replicate the index, while the remaining collateral sits in the First American Government Obligations fund and the Roundhill Weekly T-Bill ETF (WEEK). Each morning, the manager writes 0DTE calls near the money on that synthetic exposure. Buyers pay premium for a one-day lottery ticket. If the index closes below strike, QDTE keeps the premium. If it blows through the strike, the position caps out and the fund gives up the rally.
QDTE's trailing 48% yield is misleading, given that QQQ already outpaces it year-to-date at 16% vs 12%, while sister fund XDTE offers a lower-decay alternative.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
The Roundhill Innovation-100 0DTE Covered Call Strategy ETF (CBOE:QDTE) pays income every single week, and that cadence is the entire reason people own it. QDTE sells zero-days-to-expiration call options against synthetic NASDAQ-100 exposure, then routes the collected premiums back to shareholders as distributions that most recently ran $0.24 per share on July 1, 2026. With a trailing 12-month yield near 48%, the question every QDTE holder needs answered is not whether the checks will keep arriving, but whether they will keep arriving at anything close to today's size.
QDTE does not own the NASDAQ-100 outright. Its March 2026 NPORT filing shows roughly 90% of the fund's $798.9 million in net ****** ets tied up in four derivative positions that synthetically replicate the index, while the remaining collateral sits in the First American Government Obligations fund and the Roundhill Weekly T-Bill ETF (WEEK). Each morning, the manager writes 0DTE calls near the money on that synthetic exposure. Buyers pay premium for a one-day lottery ticket. If the index closes below strike, QDTE keeps the premium. If it blows through the strike, the position caps out and the fund gives up the rally.
1 month ago
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its "RiverPark Large Growth Fund" Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index ("S&P") and the Russell 1000 Growth index ("RLG") falling 4.33% and 9.78%, respectively. Markets started the year positively but became volatile mainly due to increased tensions with Iran. The Federal Reserve kept rates unchanged in January and February. Still, rising energy prices and weaker economic data sparked concerns about stagflation, leading investors to rethink the timing and scale of future rate cuts. Investor sentiment shifted from growth and tech stocks amid inflation, interest rate, and supply chain concerns. Opposing AI-driven rotations heavily influenced investor sentiment, affecting growth stocks—enthusiasm grew for semiconductor firms linked to AI infrastructure spending, while enterprise software companies, viewed as vulnerable to AI disruption, faced pessimism. The Fund's software holdings were sold off heavily, while the underweight in semiconductor companies, which benefited most from AI infrastructure spending, affected the performance. Despite challenges, the firm remains confident in the long-term prospects and valuations of its portfolio companies. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On July 7, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $388.84 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was -2.14%, and its shares lost 22.77% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $2.89 trillion.
RiverPark Large Growth Fund stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
"Microsoft Corporation (NASDAQ:MSFT): MSFT was the portfolio's largest detractor for the quarter due to various headwinds. In January, Microsoft reported its fiscal Q2 2026 results with strong operational metrics, revenue up 17% year-over-year, Azure up 39%, and RPO of $392 billion up more than 50% year-over-year, but management's guidance for a sequential deceleration in Azure growth and sharply elevated capital expenditures weighed on investor sentiment. This was then compounded by the sector-wide reassessment of hyperscaler capex cycles in February following Alphabet's $175–$185 billion and Amazon's $200 billion 2026 spending announcements. The combination of slowing near-term growth expectations and rising capital intensity drove multiple compression ac
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On July 7, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $388.84 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was -2.14%, and its shares lost 22.77% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $2.89 trillion.
RiverPark Large Growth Fund stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
"Microsoft Corporation (NASDAQ:MSFT): MSFT was the portfolio's largest detractor for the quarter due to various headwinds. In January, Microsoft reported its fiscal Q2 2026 results with strong operational metrics, revenue up 17% year-over-year, Azure up 39%, and RPO of $392 billion up more than 50% year-over-year, but management's guidance for a sequential deceleration in Azure growth and sharply elevated capital expenditures weighed on investor sentiment. This was then compounded by the sector-wide reassessment of hyperscaler capex cycles in February following Alphabet's $175–$185 billion and Amazon's $200 billion 2026 spending announcements. The combination of slowing near-term growth expectations and rising capital intensity drove multiple compression ac
2 months ago
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its "RiverPark Large Growth Fund" Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index ("S&P") and the Russell 1000 Growth index ("RLG") falling 4.33% and 9.78%, respectively. Markets started the year positively but became volatile mainly due to increased tensions with Iran. The Federal Reserve kept rates unchanged in January and February. Still, rising energy prices and weaker economic data sparked concerns about stagflation, leading investors to rethink the timing and scale of future rate cuts. Investor sentiment shifted from growth and tech stocks amid inflation, interest rate, and supply chain concerns. Opposing AI-driven rotations heavily influenced investor sentiment, affecting growth stocks—enthusiasm grew for semiconductor firms linked to AI infrastructure spending, while enterprise software companies, viewed as vulnerable to AI disruption, faced pessimism. The Fund's software holdings were sold off heavily, while the underweight in semiconductor companies, which benefited most from AI infrastructure spending, affected the performance. Despite challenges, the firm remains confident in the long-term prospects and valuations of its portfolio companies. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On July 7, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $388.84 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was -2.14%, and its shares lost 22.77% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $2.89 trillion.
RiverPark Large Growth Fund stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
"Microsoft Corporation (NASDAQ:MSFT): MSFT was the portfolio's largest detractor for the quarter due to various headwinds. In January, Microsoft reported its fiscal Q2 2026 results with strong operational metrics, revenue up 17% year-over-year, Azure up 39%, and RPO of $392 billion up more than 50% year-over-year, but management's guidance for a sequential deceleration in Azure growth and sharply elevated capital expenditures weighed on investor sentiment. This was then compounded by the sector-wide reassessment of hyperscaler capex cycles in February following Alphabet's $175–$185 billion and Amazon's $200 billion 2026 spending announcements. The combination of slowing near-term growth expectations and rising capital intensity drove multiple compression ac
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On July 7, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $388.84 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was -2.14%, and its shares lost 22.77% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $2.89 trillion.
RiverPark Large Growth Fund stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
"Microsoft Corporation (NASDAQ:MSFT): MSFT was the portfolio's largest detractor for the quarter due to various headwinds. In January, Microsoft reported its fiscal Q2 2026 results with strong operational metrics, revenue up 17% year-over-year, Azure up 39%, and RPO of $392 billion up more than 50% year-over-year, but management's guidance for a sequential deceleration in Azure growth and sharply elevated capital expenditures weighed on investor sentiment. This was then compounded by the sector-wide reassessment of hyperscaler capex cycles in February following Alphabet's $175–$185 billion and Amazon's $200 billion 2026 spending announcements. The combination of slowing near-term growth expectations and rising capital intensity drove multiple compression ac
2 months ago
Is KHC a good stock to buy? We came across a bullish thesis on The Kraft Heinz Company on StockCompass's Substack. In this article, we will summarize the bulls' thesis on KHC. The Kraft Heinz Company's share was trading at $25.01 as of July 1st. KHC's trailing and forward P/E were 22.43 and 12.25 respectively according to Yahoo Finance.
Copyright: kornienko / 123RF Stock Photo
The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in North America and internationally. KHC is positioned as a contrarian deep-value opportunity in the consumer staples sector, offering an unusually high 6.56% free cash flow-backed dividend yield as its shares trade near historic lows following years of valuation compression and investor skepticism.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Copyright: kornienko / 123RF Stock Photo
The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in North America and internationally. KHC is positioned as a contrarian deep-value opportunity in the consumer staples sector, offering an unusually high 6.56% free cash flow-backed dividend yield as its shares trade near historic lows following years of valuation compression and investor skepticism.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
2 months ago
PLANO, Texas — A's prospect Ryan Lasko was in stable condition after undergoing back surgery following a scary collision with minor league teammate Devin Taylor during a Double-A game in Frisco, Texas.
Dr. Jonathan Poggi performed the spinal decompression and stabilization operation at Texas Health Presbyterian Hospital Plano to address a fractured C6–C7 vertebra.
Lasko is an outfielder with Double-A Midland. He and Taylor dove into each other trying to catch a flyball, and Lasko remained motionless on the field after the play.
“I’ve been in touch with Ryan’s mom, Patti, to pass along the organization’s support and to let her know that all of us, throughout our system, have them in our thoughts and prayers,” A’s general manager David Forst said in a statement. “We are incredibly grateful to Noah Huff and Audy Merrick, our athletic trainers in Midland, for their on-field actions last night, as well as to the Frisco RoughRiders and the paramedics on the scene.
“We are encouraged by the reports and updates from Dr. Poggi, and we will continue to put all of the resources of our medical staff towards supporting Ryan and his recovery.”
Dr. Jonathan Poggi performed the spinal decompression and stabilization operation at Texas Health Presbyterian Hospital Plano to address a fractured C6–C7 vertebra.
Lasko is an outfielder with Double-A Midland. He and Taylor dove into each other trying to catch a flyball, and Lasko remained motionless on the field after the play.
“I’ve been in touch with Ryan’s mom, Patti, to pass along the organization’s support and to let her know that all of us, throughout our system, have them in our thoughts and prayers,” A’s general manager David Forst said in a statement. “We are incredibly grateful to Noah Huff and Audy Merrick, our athletic trainers in Midland, for their on-field actions last night, as well as to the Frisco RoughRiders and the paramedics on the scene.
“We are encouraged by the reports and updates from Dr. Poggi, and we will continue to put all of the resources of our medical staff towards supporting Ryan and his recovery.”
2 months ago
Santos has executed a long-term Gas Sale Agreement (GSA) with the South Australian Government to supply 200 petajoules (PJ) of natural gas over a decade beginning in 2030, cementing a key domestic supply arrangement that underpins the state's energy security strategy.
Under the agreement, Santos will deliver 20 PJ of gas annually from March 1, 2030, through February 2040, with supply delivered ex-Moomba. The contract features indexed pricing and a prepayment structure, with first gas scheduled to coincide with the expiration of Santos' Horizon contract with the GLNG joint venture.
The deal provides a cornerstone market for gas from the Cooper Basin's Central Fields, which contain more than half of the basin's remaining proved and probable (2P) reserves. It also supports the recently approved Moomba Central Optimisation (MCO) project, in which Santos and joint venture partner Beach Energy reached a final investment decision in March 2026.
The MCO project is designed to modernize production infrastructure by replacing seven aging gas-driven compressor stations with a single electric-driven compressor station, while adding new inlet compression and power generation capacity at the Moomba Gas Plant. Santos said the upgrades will increase productivity, lower operating costs and reduce carbon emissions, while enabling more remote operations.
The agreement's prepayment mechanism will directly support capital investment in the three-year MCO development program.
Under the agreement, Santos will deliver 20 PJ of gas annually from March 1, 2030, through February 2040, with supply delivered ex-Moomba. The contract features indexed pricing and a prepayment structure, with first gas scheduled to coincide with the expiration of Santos' Horizon contract with the GLNG joint venture.
The deal provides a cornerstone market for gas from the Cooper Basin's Central Fields, which contain more than half of the basin's remaining proved and probable (2P) reserves. It also supports the recently approved Moomba Central Optimisation (MCO) project, in which Santos and joint venture partner Beach Energy reached a final investment decision in March 2026.
The MCO project is designed to modernize production infrastructure by replacing seven aging gas-driven compressor stations with a single electric-driven compressor station, while adding new inlet compression and power generation capacity at the Moomba Gas Plant. Santos said the upgrades will increase productivity, lower operating costs and reduce carbon emissions, while enabling more remote operations.
The agreement's prepayment mechanism will directly support capital investment in the three-year MCO development program.
2 months ago
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the quarter as the market favored value stocks over growth. The Russell 2000 Growth Index fell 2.82% in the quarter, while the Russell 2000® Value Index increased 4.96%. The first quarter saw equity market volatility due to Iran strikes, boosting energy prices. The firm is optimistic that the turbulence in the market will be short-lived, with improved valuations and potential positive developments from de-escalation in the Middle East. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Archrock, Inc. (NYSE:AROC). Archrock, Inc. (NYSE:AROC) is a US-based energy infrastructure company that provides natural gas compression services. On June 24, 2026, Archrock, Inc. (NYSE:AROC) closed at $38.79 per share. One-month return of Archrock, Inc. (NYSE:AROC) was 12.11%, and its shares gained 53.81% over the past 52 weeks. Archrock, Inc. (NYSE:AROC) has a market capitalization of $6.79 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding Archrock, Inc. (NYSE:AROC) in its Q1 2026 investor letter:
"Archrock, Inc. (NYSE:AROC), an energy infrastructure company focused on midstream natural gas compression, performed well as improving oil prices supported expectations for modestly stronger US production growth in the near term. Given that its earnings are closely tied to natural gas volumes, this shift in outlook benefited sentiment. Archrock is well positioned longer term to capitalize on the robust sustained growth in domestic natural gas production. This is driven by expanding LNG export capacity and ever-increasing power demand ******* ociated with the buildout of artificial intelligence infrastructure."
Archrock, Inc. (NYSE:AROC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 36 hedge fund portfolios held Archrock, Inc. (NYSE:AROC) at the end of the first quarter, up from 30 in the previous quarter. While we acknowledge the potential of Archrock, Inc. (NYSE:AROC) 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.
In its first-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Archrock, Inc. (NYSE:AROC). Archrock, Inc. (NYSE:AROC) is a US-based energy infrastructure company that provides natural gas compression services. On June 24, 2026, Archrock, Inc. (NYSE:AROC) closed at $38.79 per share. One-month return of Archrock, Inc. (NYSE:AROC) was 12.11%, and its shares gained 53.81% over the past 52 weeks. Archrock, Inc. (NYSE:AROC) has a market capitalization of $6.79 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding Archrock, Inc. (NYSE:AROC) in its Q1 2026 investor letter:
"Archrock, Inc. (NYSE:AROC), an energy infrastructure company focused on midstream natural gas compression, performed well as improving oil prices supported expectations for modestly stronger US production growth in the near term. Given that its earnings are closely tied to natural gas volumes, this shift in outlook benefited sentiment. Archrock is well positioned longer term to capitalize on the robust sustained growth in domestic natural gas production. This is driven by expanding LNG export capacity and ever-increasing power demand ******* ociated with the buildout of artificial intelligence infrastructure."
Archrock, Inc. (NYSE:AROC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 36 hedge fund portfolios held Archrock, Inc. (NYSE:AROC) at the end of the first quarter, up from 30 in the previous quarter. While we acknowledge the potential of Archrock, Inc. (NYSE:AROC) 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.
2 months ago
Usha Vance is not breaking the bank with her maternity wear.
After The New York Times published a story ******* led "The Politics and Power of the Pregnancy Image," in which fashion critic Vanessa Friedman ******* yzed how pregnant women in President Donald Trump's administration present themselves, the second lady, 40 — married to Vice President JD Vance — sent a clear message that she doesn't put much stock in what she's wearing.
"Now that we know the political significance of my $8.75 coral maternity dress from Old Navy, can't wait to hear what the New York Times has to say about my elastic-waistband pants and compression socks!" Usha wrote on X. "In the meantime, enjoy my pregnancy fashion (or lack thereof) and a good story with your kids on Storytime with the Second Lady."
Usha followed up by sharing a screenshot of the receipt for the purchase, confirming the garment was on sale for $12.49, down from $49.99, and she only paid $8.75 because she had a discount.
Usha wore the dress in the special Father's Day episode of her Storytime with the Second Lady podcast, where JD, 41, joined her to read the children's classic Winnie-the-Pooh.
After The New York Times published a story ******* led "The Politics and Power of the Pregnancy Image," in which fashion critic Vanessa Friedman ******* yzed how pregnant women in President Donald Trump's administration present themselves, the second lady, 40 — married to Vice President JD Vance — sent a clear message that she doesn't put much stock in what she's wearing.
"Now that we know the political significance of my $8.75 coral maternity dress from Old Navy, can't wait to hear what the New York Times has to say about my elastic-waistband pants and compression socks!" Usha wrote on X. "In the meantime, enjoy my pregnancy fashion (or lack thereof) and a good story with your kids on Storytime with the Second Lady."
Usha followed up by sharing a screenshot of the receipt for the purchase, confirming the garment was on sale for $12.49, down from $49.99, and she only paid $8.75 because she had a discount.
Usha wore the dress in the special Father's Day episode of her Storytime with the Second Lady podcast, where JD, 41, joined her to read the children's classic Winnie-the-Pooh.
2 months ago
ASMPT Limited (OTC:ASMVY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company sharpened its HBM relevance on June 8, 2026, when it announced a repeat order for eight chip-to-wafer Thermo-Compression Bonding tools from a leading global integrated device manufacturer. ASMPT said the order followed the customer's use of its Firebird TCB tools in high-volume manufacturing since 2024, giving the update more weight than a routine product showcase.
TCB is important in HBM and advanced AI packaging because memory stacks, logic dies, and substrates require precise, high-yield interconnects as chip designs move deeper into 2.5D and 3D integration. The update also fits ASMPT's recent financial momentum. In Q1 2026, revenue rose 32.0% year over year to $507.9 million, while bookings increased 71.6% to $727.0 million. ASMPT remains an equipment supplier rather than a memory producer, but its bonding tools are closely tied to the manufacturing constraints of HBM, AI accelerators, and chiplet-based packaging.
ASMPT Limited (OTC:ASMVY) is a Singapore-headquartered semiconductor and electronics manufacturing equipment company that supplies advanced packaging, bonding, ***** embly, surface-mount technology, and related solutions.
While we acknowledge the potential of ASMVY 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.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
TCB is important in HBM and advanced AI packaging because memory stacks, logic dies, and substrates require precise, high-yield interconnects as chip designs move deeper into 2.5D and 3D integration. The update also fits ASMPT's recent financial momentum. In Q1 2026, revenue rose 32.0% year over year to $507.9 million, while bookings increased 71.6% to $727.0 million. ASMPT remains an equipment supplier rather than a memory producer, but its bonding tools are closely tied to the manufacturing constraints of HBM, AI accelerators, and chiplet-based packaging.
ASMPT Limited (OTC:ASMVY) is a Singapore-headquartered semiconductor and electronics manufacturing equipment company that supplies advanced packaging, bonding, ***** embly, surface-mount technology, and related solutions.
While we acknowledge the potential of ASMVY 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.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
