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Achieved first criticality at the Groves isotope facility in less than one year from groundbreaking, demonstrating a record-setting pace for privately funded nuclear deployment.
Transitioned from a design-focused entity to a functioning nuclear operator by building in-house capabilities across site development, federal safety authorization, and reactor commissioning.
Advancing a vertically integrated 'Power, Fuel, and Isotopes' platform to capture value across the entire nuclear lifecycle and reduce dependency on fragmented third-party supply chains.
Strengthened the execution engine through the strategic acquisitions of ARMEC and Creative Engineers, shortening feedback loops between engineering, specialized manufacturing, and deployment.

#nuclear #deployment #tell

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Performance was driven by record fiber address delivery, with the first half of 2026 exceeding the peak construction period of late 2025 due to expanded capacity and strong execution.
Management attributed the decline in total operating revenues to discrete adjustments to wholesale revenues and legacy copper and cable pressures, which were partially offset by a 13% increase in residential fiber revenue.
The company is leveraging its position as the largest E-ACAM recipient to accelerate fiber deployment in hard-to-reach rural areas, converting copper footprints to fiber to mitigate legacy headwinds.
Strategic positioning has shifted toward a fiber-centric model, with 60% of the total footprint now served by fiber and 80% of addresses capable of gigabit speeds.

#total #copper #tell #management

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch where the risk is hiding, and Tenable wants to be the company holding that flashlight.
The scale of the problem Tenable is chasing is hard to ignore. The company said it detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over 30 days. That is the kind of number that makes the case for exposure management on its own. Tenable One AI Exposure now extends discovery to every major LLM, all major Model Context Protocol deployments, and AI-native development tools like Cursor, Windsurf, and Trae, roughly doubling its coverage of sanctioned and shadow AI in one release. Beyond just finding the exposures, the platform lets security teams act on them directly, creating tickets in Jira or ServiceNow (NYSE:NOW), or firing off alerts through email, Slack, or Teams. That combination of visibility and Tenable's Hexa AI engine, which automates remediation tasks, is what the company is positioning as a full loop rather than another dashboard ******* ody checks.
The business results back up the demand story. Tenable One made up half of the company's new sales in the second quarter, evidence that customers are consolidating onto the full platform instead of buying individual point tools. Second-quarter revenue came in at $268.5 million, ahead of management's guided range of $263 million to $266 million, while operating expenses fell to $195.8 million from $200.3 million a year earlier. That combination flipped a $14.7 million net loss into a $3.8 million net profit, and adjusted profit jumped 40% to $57.9 million. The stock is up more than 40% in 2026 on the back of that improvement, yet Tenable's market capitalization of $3.6 billion is still a fraction of CrowdStrike Holdings (NASDAQ:CRWD) and Palo Alto Networks (NASDAQ:PANW), whose combined market cap tops $450 billion.
That gap shows up in valuation too. Tenable trades at a price-to-sales ratio of 3.7, well below its own historical average of 7.1 since going public in 2018, and far cheaper than Palo Alto Networks at 22.9 times sales or CrowdStrike at 38.1 times. But cheap multiples usually come with a reason attached. Tenable's revenue grew 8.6% year over year in the quarter, modest next to CrowdStrike's annual recurring revenue growth of 24% to $5.5 billion. Some of Tenable's profit turnaround came from cutting costs, including in growth-oriented areas like marketing, rather than from accelerating sales. That is a reasonable way to prove discipline, but it raises the question of whether faster growth is coming or whether the company is simply managing a slower-growth business more efficiently

Executives at GXO Logistics said its transformation strategy is beginning to pay off as the company reported its strongest commercial quarter in three years and expressed confidence that growth will accelerate into 2027.
During the second-quarter earnings call on Wednesday before the market opened, CEO Patrick Kelleher said the company has moved beyond leadership changes and strategic planning into execution, with commercial momentum, artificial intelligence deployments and operational improvements beginning to translate into financial results.
"This quarter marks five years since GXO became an independent public company," Kelleher said. "The foundation established over the past five years combined with new leadership and a new strategic agenda are now translating into results. We're seeing real momentum build behind our strategy and we're still in the early innings."
Greenwich, Connecticut-based GXO Logistics (NYSE: GXO) is one of the largest pure-play contract logistics providers in the world. It has more than 970 facilities totaling approximately 200 million square feet, with a global workforce of more than 130,000 people.
The company released its second quarter earnings after the market closed on Tuesday.

#years #kelleher #strategy #commercial

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Performance was driven by disciplined cost management and a simplified go-to-market strategy, resulting in expanded gross and adjusted EBITDA margins despite revenue pressure.
Management attributed broadband subscriber losses to intense competitive pressure, particularly from fiber overbuilders and fixed wireless providers in the West footprint.
The company is pivoting toward a convergence-led strategy, leveraging a new multiyear agreement with T-Mobile to expand its mobile addressable market into wearables and connected devices.
Operational efficiency improved significantly through the deployment of AI-powered tools like Google CES and Gemini, which contributed to a 20% year-over-year decline in truck rolls and service calls.

#market #tell

Lenni Hameenaho had quite the season for his first campaign in North America in 2025-26. Starting the season in the AHL with the Utica Comets, Hameenaho initially got off to a slow start with no points in his first nine games. He would come on strong after an that initial adjustment period to post 22 points in his next 25 games, earning himself a spot in the NHL for much of the remainder of the Devils' season. His 33 NHL appearances would see him post just eight points (two goals and six ***** ists) while mostly being used in the Bottom Six. The Devils would send Lenni back down for the final push for the Comets to make the postseason; while they came up just short, Hameenaho contibuted four points in those three games.
2025-26 was a good start for a 21 year old rookie; while you might be disappointed in his NHL point totals, keep in mind his deployment, He was typically playing on the fourth line with little to no time on special teams. He wasn't consistently put with teammates who could help him generate offense. He did make a number of mistakes as young players often do, but by the end of the season I would argue Hameenaho was a more complete player in game 33 in New Jersey than he was in game one. This upcoming season will be a good opportunity for him to take another step forward. The only question has to be where in the organization will that be?
For 2026-27, the Devils have added to their forward depth, so much so that if Hameenaho were to be on the NHL roster alongside everyone else listed on PuckPedia, he would be one of 14 forwards. While the Devils carried 14 forwards for a portion of last season, I don't think the argument could be made that all of them belonged at the NHL level. This season, while you could argue their role and deployment, each of the other 13 forwards is at least an NHL player. The Devils are trying to ensure future success, but also want to win now; if there's players better than Lenni, that means 12 other Devils will be on the ice nightly, and at the same time you don't want one of your better prospects sitting in the press box on a nightly or almost nightly basis. So is Hameenaho destined for a full season with Utica?
I think a lot of it is going to depend on how much he's learned from last season and what he has done this summer. If Lenni spent the offseason looking over game footage, furthering his understanding of Sheldon Keefe's system, adding muscle to his frame and continuing to improve his skills, then there's a chance he could leap over a number of the lower tier Devils forwards and work his way onto the opening night roster. If that were the case, then the Devils would probably have to send a goaltender or fringe forward down, but hey, would the Devils really be that much worse without one of Nico Daws/David Rittich or Jesper Boqvist/Nick Bjugstad?
Conversely, Hameenaho is still a very young player, as he will just be turning 22 shortly into the upcoming season. It wouldn't be a bad thing if the Devi

While Formula 1 insists - based on its own Formula 1 Fan Voice programme - that fans are enjoying the racing, drivers have been far more critical of the 2026 regulations so far.
One of the biggest talking points emerged at Spa-Francorchamps, where Oscar Piastri highlighted the issue of drivers being surprised by their own power units.
During qualifying, the Australian lost significant time on the straights compared to team-mate Lando Norris, with McLaren initially unable to explain why.
When team principal Andrea Stella held his media session on Saturday evening, the Italian explained that the power unit settings on both cars were virtually identical, leading him to point towards the "self-learning elements" of the power unit.
This is not Artificial Intelligence as most people know it, but it does involve forward-thinking algorithms that learn from lap to lap and even during a lap. If there is a deviation from the ideal energy management, these algorithms can adapt and determine the optimal deployment strategy for the remainder of the lap.

#formula

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter.
McDonald's traffic fell in the United States in Q2 2026, but increased check offset the transaction decline, resulting in 0.8% same-store sales growth, according to the chain's earnings release. The result is a significant deceleration compared to Q1, when comps rose 3.9%.
CEO Chris Kempczinski attributed the U.S. traffic slowdown to execution problems, and said the chain did not have a strategy problem, on the chain's Tuesday earnings call.
McDonald's operations were strained by a large number of menu deployments, resulting in increased ticket times and decreased consumer satisfaction. The brand is "acting with urgency" to improve its value proposition and operations in the U.S., Chief Financial Officer Ian Borden said on the earnings call.
The chain's traffic was also hindered by changes to the structure of its value menu and its promotional offers, Borden said.

#increased

Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung's report revived confidence in the memory cycle.
Samsung has signed supply agreements with the five largest global data-center companies and is nearing deals with five more. It aims to place about two-thirds of its longer-term memory output under contracts lasting at least five years, typically with upfront payments and price floors. Customers are paying for supply certainty before new fabrication capacity can materially relieve the shortage. Micron Technology, Inc. (NASDAQ:MU) has already moved in the same direction. On June 24, it disclosed 16 strategic customer agreements covering roughly 20% of its DRAM volume and one-third of its NAND volume through 2030. The agreements contain take-or-pay commitments, while the largest generally include floor prices that Micron says would protect gross margins above previous cycle peaks.
The other side of scarcity runs through Nvidia's systems. On March 16, Micron said it had begun volume shipments of HBM4 designed for Nvidia's Vera Rubin platform. Advanced memory must arrive alongside processors, packaging, and networking components before demand can become completed systems. Tight HBM allocations could therefore slow shipments even when accelerator orders remain strong. NVIDIA Corporation (NASDAQ:NVDA) has some protection through multiple suppliers. Samsung counts Nvidia among its HBM customers and expects its HBM4 revenue to more than triple in the third quarter, which could make the constraint manageable.
Portogas D Ace/Shutterstock.com
The data supports staying constructive on Micron, although the 18.4% jump makes chasing the stock less attractive. Long-term commitments give Micron more pricing visibility than in previous memory cycles, while scarcity could strengthen prices on uncontracted output. The limitation is that HBM, conventional DRAM, and NAND can loosen at different rates, and new capacity or better manufacturing yields could weaken pricing before 2028. For Nvidia, the shortage warrants monitoring but does not justify a bearish shift. It threatens deployment timing more directly than demand, and supplier diversification reduces the risk that one producer becomes a single point of failure.

#agreements

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Ares Management sees three major themes shaping the next phase of alternative investing: growing institutional demand for private credit, a rapidly expanding market for private equity secondaries, and artificial intelligence becoming a competitive advantage across investing and operations.
The comments came during the firm's second-quarter earnings call, where Ares reported record fundraising and said it is seeing improving deployment opportunities across credit, infrastructure and secondaries while increasingly using AI to improve investment decisions and operating efficiency.
Ares raised a record $36 billion during the quarter, pushing ******* ets under management to approximately $671 billion, up 17% from a year earlier, while fee-paying ******* ets climbed 17% to roughly $410 billion.
Don't Miss:

#ares #billion #across

A finance employee at the global design firm Arup transferred $25.6 million in a deepfake fraud after joining a video call with synthetic versions of senior executives. The faces looked real. The voices sounded real. The instructions were false.
That was not an isolated warning. Starbucks quietly retired an AI inventory system only nine months after deployment after baristas reported that it miscounted products and slowed their work. Deloitte's Australian member firm agreed to partially refund the government for a $290,000 AI-assisted report that included nonexistent academic sources and a fabricated court quotation. Different industries. Different technologies. The same failure: people could not trust the output, the identity, or the system.
Trust is becoming a form of economic infrastructure. Companies that cannot engineer it will move slower, spend more, and lose markets. When trust is strong, capital moves, partnerships form, and companies scale. When it breaks, transactions slow, compliance and insurance costs rise, and leaders retreat from risk.
Trust is not blind faith. It is earned confidence that facts are real, identities are authentic, systems are secure, contracts will be honored, and someone will be accountable when things go wrong. In business terms, trust reduces friction. In strategic terms, it creates speed.
As America marks its 250th anniversary, we should remember that trust was not a side note to the founding. It was the bet. In my first three essays in this Freedom & Enterprise series, I described the Declaration of Independence as America's first founding bet, the system it created as one that let people build free, and the freedom to fail as one of our greatest competitive advantages. Beneath all three is a more fundamental principle: America trusted free people to govern themselves, take risks, honor commitments, and build institutions strong enough to survive disagreement.

#trust #different #America #freedom

In the latest Bitcoin news, Gelephu Mindfulness City, Bhutan's southern special administrative region, has named Toronto-based 3iQ Corp. as the first institutional manager for a portion of its Bitcoin treasury, formalizing what had been a state-level BTC accumulation strategy into an active, named-mandate arrangement.
The announcement, dated July 30, 2026, marks the first concrete step toward deployment since Bhutan announced in December 2025 that up to 10,000 Bitcoin from its national holdings would be allocated to support GMC's long-term development.
The mandate grants 3iQ discretionary management over a defined portion of GMC's Bitcoin reserves, though the press release does not disclose the specific amount of BTC, the custody arrangement, permitted strategies, or the fee structure.
That opacity is notable for a sovereign-linked reserve mandate; operational details that traders would typically expect to accompany an institutional announcement of this scale remain absent.
Discover: Crypto prediction markets, regulated and live

#institutional #arrangement #mindfulness

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Enterprise organic bookings surged 37%, resulting in a record $12.1 billion backlog that provides high visibility into revenue acceleration for the second half of 2026 and into 2027.
The Americas Commercial HVAC segment achieved exceptional bookings growth of 50%, with all 14 key verticals growing by over 20% during the quarter., with particular strength in data centers.
Applied bookings grew over 100% for the fourth consecutive quarter, reflecting a fourfold increase on a two-year stack as customers prioritize energy-efficient thermal management systems.
Management attributed margin performance to intentional, heavy reinvestment in capacity expansions, innovation, and the deployment of the business operating system into recent acquisitions like Stellar.

#enterprise #americas #hvac

Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI's next infrastructure expansion. The Wall Street Journal reported on July 26 that Nvidia was in talks to guarantee roughly $250 billion of financing for a proposed 10-gigawatt data center campus in southern Ohio, with OpenAI as a prospective tenant. Reuters said the project, being developed by SoftBank's SB Energy, could cost more than $500 billion including hardware. Nvidia was also reportedly discussing separate financing of as much as $350 billion for chips at the site.
These are negotiations, not completed commitments. Nvidia's connection runs through two specific financing channels. A guarantee could let lenders underwrite the OpenAI lease against Nvidia's stronger credit, while separate chip financing could fund purchases of Nvidia's own accelerators. Both could accelerate product deployment, but the guarantee would also expose Nvidia to customer-credit and project-execution risk. That proposed combination explains why investors worried that some future chip demand may depend on the supplier helping customers finance it.
Copyright: ralwel / 123RF Stock Photo
Microsoft Corporation (NASDAQ:MSFT) is linked through OpenAI's cloud spending, not through general AI-sector exposure. If OpenAI directly leases and controls the Ohio campus instead of buying the equivalent compute through Azure, Microsoft could avoid some capital burden but miss the related cloud-infrastructure revenue and control over workload placement. It does not, however, establish that OpenAI is leaving Microsoft.
The companies' April 27 amended agreement says Microsoft remains OpenAI's primary cloud partner and OpenAI products will ship first on Azure unless Microsoft cannot and chooses not to support the required capabilities. OpenAI can serve products across other cloud providers, while Microsoft retains a non-exclusive license to OpenAI models and products through 2032 and remains a major shareholder. An October 2025 agreement also included an incremental $250 billion commitment by OpenAI to buy Azure services. The Ohio proposal therefore represents infrastructure diversification at the margin, not a clean break.

#NVIDIA #ohio #infrastructure

Nvidia Corporation (NASDAQ:NVDA) is reportedly the previously unnamed customer behind Hut 8 Corp.'s (NASDAQ:HUT) Beacon Point data center leases in Texas. The Financial Times identified Nvidia as the tenant on July 28, citing five people familiar with the arrangement. Nvidia discussed its work with infrastructure partners but neither confirmed nor denied that it was the customer. Hut 8 has also not publicly named the tenant.
That attribution is important, but the contract math also needs equal attention. Hut 8 disclosed on July 20 that a second 15-year lease for 352 megawatts of IT capacity doubled the same investment-grade tenant's footprint to 704 MW. The two leases give the campus a $19.6 billion base-term contract value. The often-quoted $50.2 billion figure applies only if renewal options are exercised, so it is neither guaranteed revenue nor the present value of a firm $50 billion obligation.
If the FT's reporting is correct, Nvidia Corporation (NASDAQ:NVDA) is not relevant merely because Beacon Point will use AI chips. As the reported lease counterparty, it would support rent on 704 MW of Hut 8 capacity and could turn that capacity into a deployment channel for customers buying Nvidia systems. The FT said Nvidia could sublease the site to neocloud partners that buy its GPUs and sell AI computing services. No sublease has been announced. Nvidia's public response instead emphasized DSX, its architecture for designing, building and operating large AI factories with ecosystem partners.
Hut 8's link is contractual. Tenant rent underpins the $19.6 billion base-term value and the credit case for the project, while Hut 8 Corp. (NASDAQ:HUT) must supply the energized buildings on schedule. The company closed $4.25 billion of non-recourse, investment-grade senior secured notes for Beacon Point in June and expects the first Phase 2 data hall in the second quarter of 2028. It must still manage construction, tenant concentration, and the financing demands of a 1-gigawatt development.
Insider Monkey's database showed a small decline in hedge funds backing the stock. As of the end of the first quarter of 2026, 60 hedge-fund portfolios reported long positions in HUT at March 31, 2026, down from 64 at December 31, 2025.

#billion #tenant #beacon #value

Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts.
The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and buildings designed for high-density racks. Core Scientific supplies that infrastructure, while the companies will jointly design facilities around AMD Instinct GPUs, EPYC CPUs, and ROCm software. For AMD, reserving compatible capacity can turn customer interest into installable systems rather than stranded chip demand, although the agreement discloses no GPU-purchase commitment.
For illustration purposes only. Photo by Brett Sayles on Pexels
The full 2.5 GW is not firm capacity. Core Scientific said the partnership is anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue. That company estimate is not recognized revenue, and no disclosed GPU-purchase commitment lets investors translate it into AMD chip sales.
Advanced Micro Devices, Inc. (NASDAQ:AMD) will receive market-priced warrants to buy Core Scientific common stock, subject to commercial conditions. That feature aligns AMD with the infrastructure provider's execution and gives it potential equity upside. It may also dilute existing CORZ holders if warrants vest and are exercised, but the companies did not disclose enough terms to quantify that effect.

#scientific #infrastructure

Scale AI announced Thursday that its board of directors has appointed Francis deSouza as chief executive officer, effective Aug. 10, 2026. At Google Cloud, deSouza held the roles of chief operating officer and president of security products before taking on the CEO position at Scale.
Before joining Google Cloud, deSouza served as president and CEO of Illumina, a publicly traded genomics company, where the company's revenue grew to more than $4.5 billion and its operations expanded across more than 150 countries, Scale said. His earlier career included a stint as president of products and services at Symantec, and he founded two startups that Microsoft and Symantec each went on to acquire. He holds bachelor's and master's degrees in electrical engineering and computer science from MIT.
deSouza replaces Jason Droege, who has led Scale as interim CEO since June 2025. Droege will work with deSouza over the coming months to ****** ist with the transition, the company said.
"Scale sits at a rare intersection of frontier model development and real-world deployment, and the opportunity for continued growth and success is enormous," deSouza said in a statement. "My focus will be getting Scale's solutions into more businesses and governments, delivering the best data for AI labs, and showing our value through provable outcomes."
Scale AI founder Alexandr ****** , who now serves as chairman of the board, said in a statement that deSouza "has led and scaled complex, technical businesses, and understands what it takes to serve both enterprises and governments at the highest level of trust and reliability."

#scale

The physical infrastructure enabling artificial intelligence requires considerably more than just high-performance accelerators and primary grid connections. It also relies on millions of high-density connectors, backplane interconnects, and power-filtering devices to connect rack-level structures, areas where TE Connectivity plc (NYSE:TEL) holds a significant bottleneck position. As hyperscalers and enterprise data center operators ramp up capital expenditure deployment around the world, demand for critical electrical connector systems has transformed from a passive secondary tailwind to a direct beneficiary of the AI growth cycle.
The company's fiscal third-quarter 2026 report showed this demand in real time, with record top-line performance, order velocity, and profitability. Despite exceeding Wall Street expectations in every fundamental indicator, shares fell roughly 7% following the release, indicating the market's focus on sequential forecast trends over historical trailing figures.
Operational execution in the third quarter set new highs across numerous business areas. Net revenue increased 14% year-over-year to $5.16 billion, above Wall Street expectations by more than 3%. Adjusted earnings per share rose 22% year-over-year to $2.94, exceeding the average estimate of $2.85. The report's defining metric was order flow, which increased 27% year-over-year to a record $5.7 billion, reflecting over $1 billion in incremental booking expansion vs. the prior year period. Meanwhile, profitability increased significantly, with adjusted operating margins improving 90 basis points to 22% and quarterly free cash flow totaling $883 million.
The underlying sector distribution highlights where AI momentum is growing the fastest. Industrial Solutions revenue increased 22% year-over-year to $2.58 billion, driven mainly by data center rack deployments and energy infrastructure growth. Chief Executive Officer Terrence Curtin stated that AI cloud momentum is far above initial multi-year predictions, with data center connection and power distribution orders rising more than 70% year-to-date.
Moreover, to back up its power-handling portfolio, TE Connectivity plc (NYSE:TEL) signed a $1.4 billion formal agreement to acquire Astrodyne TDI. The acquisition includes specialized power management and electromagnetic filtering solutions for critical industrial, semiconductor, and defense applications, providing approximately $250 million in annual revenue to the Industrial Solutions segment once completed.

#year #solutions #data

Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined after the initial publication, Axios reported on July 27.
Nvidia sells the hardware and software used to train and run AI models. A larger field of model developers, more local deployments, and cheaper inference can all expand demand for its products. Nvidia can benefit even if the models themselves become difficult to monetize.
Source: unsplash
Meta Platforms, Inc. (NASDAQ:META) has another reason to favor open weights. Its models can enter products and corporate systems that might otherwise rely on OpenAI or Anthropic. Outside developers improve the tools, hosting services and integrations around them. Meta can benefit through its applications, advertising business and infrastructure without charging for every model call.
Closed frontier labs can still justify their prices through better performance, enterprise support, reliability and safety. But every task an open model can perform well enough becomes harder to sell through an expensive proprietary API. Customers can also host a model themselves instead of sending data to one provider indefinitely. OpenAI and Anthropic could consequently lose some pricing power and customer lock-in.

#openai #NVIDIA #anthropic #open

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 gained 15.2%, while the semiconductor index surged 87.8%. Unlike earlier AI rallies led by megacaps and strong earnings growth, some smaller technology stocks rose 200% to 300%, making the advance more fragile. Software and services stocks declined as investors questioned the impact of AI disruption. Oil prices also rose during the Iran conflict before retreating, briefly increasing inflation and interest-rate concerns. Despite the volatility, economic data and corporate earnings remained strong. S&P 500 earnings are projected to rise 25% in 2026 and 15% in 2027, with the market trading near 20x earnings. The Fund continues to focus on financially strong companies with durable earnings growth that can perform across different economic conditions. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Growth & Income Fund highlighted Chevron Corporation (NYSE:CVX). Chevron Corporation (NYSE:CVX) engages in the integrated energy and chemicals operations. On July 27, 2026, Chevron Corporation (NYSE:CVX) closed at $190.00 per share. One-month return of Chevron Corporation (NYSE:CVX) was 14.62% and its shares gained 21.00% over the past 52 weeks. Chevron Corporation (NYSE:CVX) has a market capitalization of $378.4 billion with a 52-week range between $146.49 - $214.71.
Carillon Eagle Growth & Income Fund stated the following regarding Chevron Corporation (NYSE:CVX) in its Q2 2026 investor letter:
"Chevron Corporation's (NYSE:CVX) weak share price performance in the second quarter, following very strong performance in the first quarter, closely aligns with crude oil prices throughout 2026. Crude prices mirror news flows out of the Middle East with particular attention to transit levels through the Strait of Hormuz. This will continue for the duration of the conflict. However, Chevron is well placed to benefit from generally high commodity price levels, a high-quality ***** et base, and continued discipline around cash flow generation and capital deployment."
Chevron Corporation (NYSE:CVX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 103 hedge fund portfolios held Chevron Corporation (NYSE:CVX) at the end of the first quarter which was 86 in the previous quarter. While we acknowledge the potential of Chevron Corporation (NYSE:CVX) 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 significantl

Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts.
The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and buildings designed for high-density racks. Core Scientific supplies that infrastructure, while the companies will jointly design facilities around AMD Instinct GPUs, EPYC CPUs, and ROCm software. For AMD, reserving compatible capacity can turn customer interest into installable systems rather than stranded chip demand, although the agreement discloses no GPU-purchase commitment.
For illustration purposes only. Photo by Brett Sayles on Pexels
The full 2.5 GW is not firm capacity. Core Scientific said the partnership is anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue. That company estimate is not recognized revenue, and no disclosed GPU-purchase commitment lets investors translate it into AMD chip sales.
Advanced Micro Devices, Inc. (NASDAQ:AMD) will receive market-priced warrants to buy Core Scientific common stock, subject to commercial conditions. That feature aligns AMD with the infrastructure provider's execution and gives it potential equity upside. It may also dilute existing CORZ holders if warrants vest and are exercised, but the companies did not disclose enough terms to quantify that effect.

#core #devices

Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp. (NYSE:COHR) also traded sharply lower. Coherent belongs in this story for a specific reason: the two companies monetize different components of the same AI data-center links.
Corning Incorporated (NYSE:GLW) supplies the passive layer, including optical fiber, cable and dense connector systems. Coherent supplies active devices and modules, including lasers, photodiodes and 800G and 1.6T transceivers that convert electrical signals into light and back again. As clusters add accelerators, network builders need both more fiber paths and faster optical endpoints. Corning's order pace can therefore provide a partial read-through on the volume and timing of deployments that create transceiver demand for Coherent Corp. (NYSE:COHR). It cannot establish Coherent's market share, pricing or margins.
Corning reported second-quarter core sales of $4.74 billion, up 17% year over year, and core earnings of $0.78 a share, up 30%. Optical Communications sales increased 32% to $2.07 billion. Within that segment, Enterprise Networks grew 65%, and the company said generative-AI product sales grew significantly faster.
The disappointment came from the next quarter. Corning projected $4.9 billion to $5.0 billion of third-quarter core sales, about 16% year-over-year growth but slightly below Wall Street's expectation, according to Reuters. Optical growth also eased from 36% in the first quarter to 32% in the second. Corning had gained roughly 64% in 2026 through the prior close, leaving little room for even modest deceleration.
Coherent's own latest quarter, ended March 31, argues against treating Corning's guidance as proof of weaker Coherent operations. Revenue rose 21% to $1.81 billion, GAAP gross margin reached 37.7%, and management cited exceptionally strong data-center and communications demand while expanding capacity. Its product roadmap includes 1.6T transceivers, lasers and photodiodes for AI networks. Different customer mixes, active-component content and manufacturing yields can make its results diverge from Corning's.

#corning #optical

Hyliion Holdings (HYLN) develops modular power generation systems designed to run on a variety of fuel sources. After spending years under the radar, Hyliion has been attracting fresh investor attention in 2026 as its commercial strategy begins to gain traction. The company has been making headlines for advancing deployments of its KARNO generators, a technology built to deliver reliable, low-emission power across multiple fuel types.
That growing momentum received a major boost this week after Hyliion landed a $41.7 million contract from the United States Office of Naval Research to design, develop, build, test, and deliver 2-megawatt and 3-megawatt KARNO power generation systems. Beyond the immediate revenue opportunity, the award serves as a meaningful endorsement of the company's technology by a key U.S. government agency, potentially opening the door to additional defense and commercial opportunities.
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Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#karno #fuel #technology

The physical infrastructure enabling artificial intelligence requires considerably more than just high-performance accelerators and primary grid connections. It also relies on millions of high-density connectors, backplane interconnects, and power-filtering devices to connect rack-level structures, areas where TE Connectivity plc (NYSE:TEL) holds a significant bottleneck position. As hyperscalers and enterprise data center operators ramp up capital expenditure deployment around the world, demand for critical electrical connector systems has transformed from a passive secondary tailwind to a direct beneficiary of the AI growth cycle.
The company's fiscal third-quarter 2026 report showed this demand in real time, with record top-line performance, order velocity, and profitability. Despite exceeding Wall Street expectations in every fundamental indicator, shares fell roughly 7% following the release, indicating the market's focus on sequential forecast trends over historical trailing figures.
Operational execution in the third quarter set new highs across numerous business areas. Net revenue increased 14% year-over-year to $5.16 billion, above Wall Street expectations by more than 3%. Adjusted earnings per share rose 22% year-over-year to $2.94, exceeding the average estimate of $2.85. The report's defining metric was order flow, which increased 27% year-over-year to a record $5.7 billion, reflecting over $1 billion in incremental booking expansion vs. the prior year period. Meanwhile, profitability increased significantly, with adjusted operating margins improving 90 basis points to 22% and quarterly free cash flow totaling $883 million.
The underlying sector distribution highlights where AI momentum is growing the fastest. Industrial Solutions revenue increased 22% year-over-year to $2.58 billion, driven mainly by data center rack deployments and energy infrastructure growth. Chief Executive Officer Terrence Curtin stated that AI cloud momentum is far above initial multi-year predictions, with data center connection and power distribution orders rising more than 70% year-to-date.
Moreover, to back up its power-handling portfolio, TE Connectivity plc (NYSE:TEL) signed a $1.4 billion formal agreement to acquire Astrodyne TDI. The acquisition includes specialized power management and electromagnetic filtering solutions for critical industrial, semiconductor, and defense applications, providing approximately $250 million in annual revenue to the Industrial Solutions segment once completed.

#year #solutions #revenue

Following Advanced Micro Devices Inc.'s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology ****** ysts are issuing aggressive price targets and bullish forecasts for the chipmaker.
Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring "AMD is one of our top convictions." At the same time, Moor Insights & Strategy chief ****** yst Patrick Moorhead highlighted projections indicating the server CPU market will surge past $200 billion by 2030.
Daniel Newman of Futurum Equities cited AMD's rapidly expanding hardware ecosystem and customer momentum following major keynote announcements. Key among them is a strategic 2-gigawatt deployment deal with Anthropic, bringing AMD's total committed accelerator deployments to 14 gigawatts.
Futurum models $38 billion in GPU revenue next year, accelerated by 6th Gen EPYC "Venice" CPUs and AMD Helios rackscale solutions, which deliver up to 30% more tokens per dollar than competitors. Newman noted AMD is well-positioned across an accelerator total addressable market reaching $1.4 trillion by 2030.
$AMD Futurum Equities reiterates Buy and ups PT to $800.

Top 5 takes from today's event by rolfbulk pic.twitter.com/GgpY2nzqtB

#futurum #newman #price #billion

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New draft EB-5 regulations propose significant limits on the use of bridge financing for qualifying investments.
Stricter job creation standards and full-capital deployment requirements could upend common practices for both investors and regional centers.
The rule changes risk slowing EB-5 project pipelines and may tighten the program in ways that reshape real estate funding strategies nationwide.
For the first time since 2022, the EB-5 immigrant investor program is facing a major regulatory overhaul. According to Bisnow, the Department of Homeland Security released a draft of updated EB-5 rules on July 2, introducing proposals that could sharply curtail the use of bridge financing—a pillar of many real estate deals reliant on foreign capital.

#estate #financing

X-Energy (XE) is back in the spotlight on Wednesday after gaining 7.22% on intraday trading following news that it will participate in a Trump administration-backed initiative aimed at accelerating nuclear reactor deployment for artificial intelligence (AI) data centers. However, the stock gave up that quick gain at the closing bell and closed with a 2.03% drop as investors fully digested the news.
This comes after a difficult few months for the advanced nuclear developer, whose shares remain 50% below their April IPO price despite the recent bounce.
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Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
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#following

Drivers have been vocal about how the complex energy deployment needs of the 2026 generation of Formula 1 cars have impacted how they have to be driven, with the reliance on energy harvesting causing a big mental shift in how to approach faster corners.
Mercedes driver George Russell is one driver who has struggled to gel with his machinery this year, which has come more naturally to his championship-leading team-mate Kimi Antonelli.
Norris, whose McLaren team has only finished on the podium four times this year as it tries to reel in Mercedes, appeared to have little sympathy for Russell's plight in what is still F1 fastest car in 2026.
"I mean, I've had to change my driving style every single year of my life," Norris said in Hungary. "I guess for him it's worked for 20 years, for me it's not worked. My driving style worked back in 2018 when I did my test year. That's probably about it. Ever since then I've had to change.
"I think the more experience you have in Formula 1, the better equipped you should be. If you're not ready to adapt to a different car, then you're not at a good enough level. It's our job, it's what we've got paid millions to do. It's to drive any car you get given, whether it's a good one, a bad one, an easy one or a hard one. You have to do it."

#norris #energy #team #change

It has been an up-and-down year for Iren (NASDAQ: IREN), but the stock of the neocloud operator surged 20% on July 20 after it announced $2.8 billion in new contracts. The stock has more than doubled over the past year, but has also been cut nearly in half from its highs.
The average weighted length of Iren's new contracts is four years and includes deals with hyperscalers, frontier labs, artificial intelligence (AI) developers, and enterprises. It also said that its recent arrangements include prepayments covering approximately 45% of the cost of the graphics processing units (GPUs) to be used in the deployments.
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 »
In addition to its new contract announcements, Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion, up from a prior target of $3.7 billion. The company is expanding aggressively. A year ago, it had a capacity of 3 megawatts, and it's expected to bring that total to 480 megawatts in 2026 and 1.2 gigawatts in 2027. Despite its growth, it said demand continues to exceed its planned capacity additions.
Iren is one of a handful of former Bitcoin miners that have shifted their focus toward AI data centers. While at first this shift may seem like a red flag, it actually does make a lot of strategic sense.

#billion #total #Stock

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to $5 billion in the artificial intelligence startup.
Under the agreement, Anthropic plans to deploy up to 2 gigawatts of AMD Helios rack-scale solutions, with the first gigawatt expected to begin deployment in the first half of 2027. The systems will feature AMD Instinct MI455X GPUs, part of the MI450 Series, alongside AMD EPYC "Venice" CPUs, Pensando networking technology and ROCm software.
The deployment expands Anthropic's existing use of AMD Instinct MI355X GPUs as the AI company increases computing capacity to support growing demand for its Claude AI models.
The companies also announced a multi-year engineering collaboration focused on software development. Anthropic's Claude AI ****** istant will be used to optimize workloads for AMD Instinct GPUs and accelerate development of AMD's ROCm software platform. AMD also plans to adopt Claude more broadly across its engineering and product development teams.
In addition, AMD committed to make a strategic equity investment of up to $5 billion in Anthropic in the future.

#anthropic