1 hr. ago
Greenskeeper ***** et Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum stocks and toward companies supported by reasonable valuations. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its second-quarter 2026 investor letter, Greenskeeper ***** et Management highlighted Elevance Health, Inc. (NYSE:ELV). Elevance Health, Inc. (NYSE:ELV) is a US-based health benefits company, which contributed to the portfolio's performance during the quarter. On August 03, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $382.77 per share, reflecting a market capitalization of $81.54 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -8.61%, while its shares gained 38.48% over the past 52 weeks.
Greenskeeper ***** et Management stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q2 2026 investor letter:
"Elevance Health, Inc. (NYSE:ELV) was another strong contributor during the quarter, gaining 32.1%. Profitability has begun to turn the corner following a challenging period marked by elevated medical cost inflation across its government sponsored insurance plans. While medical utilization remains elevated, cost trends have stabilized into a more predictable pattern, and government reimbursement updates were more favorable than expected. We anticipate 2026 will mark the bottom for operating margins, with disciplined repricing and better alignment between premiums and medical expenses driving an earnings recovery in 2027. Our investment thesis remains grounded in the strength of ELV's commercial health insurance franchise, which continues to perform well and provides a durable foundation for the company's long-term earnings power."
Elevance Health, Inc. (NYSE:ELV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 87 hedge fund portfolios held Elevance Health, Inc. (NYSE:ELV) at the end of the first quarter which was 78 in the previous quarter. While we acknowledge the potential of Elevance Health, Inc. (NYSE:ELV) 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.
#Health #elevance #NYSE #fund
In its second-quarter 2026 investor letter, Greenskeeper ***** et Management highlighted Elevance Health, Inc. (NYSE:ELV). Elevance Health, Inc. (NYSE:ELV) is a US-based health benefits company, which contributed to the portfolio's performance during the quarter. On August 03, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $382.77 per share, reflecting a market capitalization of $81.54 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -8.61%, while its shares gained 38.48% over the past 52 weeks.
Greenskeeper ***** et Management stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q2 2026 investor letter:
"Elevance Health, Inc. (NYSE:ELV) was another strong contributor during the quarter, gaining 32.1%. Profitability has begun to turn the corner following a challenging period marked by elevated medical cost inflation across its government sponsored insurance plans. While medical utilization remains elevated, cost trends have stabilized into a more predictable pattern, and government reimbursement updates were more favorable than expected. We anticipate 2026 will mark the bottom for operating margins, with disciplined repricing and better alignment between premiums and medical expenses driving an earnings recovery in 2027. Our investment thesis remains grounded in the strength of ELV's commercial health insurance franchise, which continues to perform well and provides a durable foundation for the company's long-term earnings power."
Elevance Health, Inc. (NYSE:ELV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 87 hedge fund portfolios held Elevance Health, Inc. (NYSE:ELV) at the end of the first quarter which was 78 in the previous quarter. While we acknowledge the potential of Elevance Health, Inc. (NYSE:ELV) 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.
#Health #elevance #NYSE #fund
2 hours ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Elevance Health, Inc. (NYSE:ELV). The fund re-established a position in Elevance Health, Inc. (NYSE:ELV), a US-based health benefits company, during the quarter. On August 03, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $382.77 per share, reflecting a market capitalization of $81.54 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -8.61%, while its shares gained 38.48% over the past 52 weeks.
Baron Health Care Fund stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q2 2026 investor letter:
"We re-established positions in two previously owned managed care companies, UnitedHealth Group Incorporated and Elevance Health, Inc. Both companies manage diversified portfolios, providing insurance and health care services to Commercial, Exchange, Medicaid and Medicare Advantage members. We believe that the insurance cycle is turning more favorable for these companies, particularly in their Medicare Advantage businesses. After several years of elevated utilization trends, inadequate reimbursement, and regulatory challenges coupled with aggressive pricing to drive share gains, which drove operating margins to depressed levels, UnitedHealth and Elevance have exited unprofitable Medicare Advantage markets and products, right-sized benefits, and are now in the process of rebuilding profitability. We further think that the application of AI will enable them to take a significant bite out of administrative costs as well. Finally, we believe that the earnings power of both companies is well above current levels ******* uming they can approach their longterm target margins over the next few years. If we further ******* ume a reasonable multiple on future earnings power, we believe there is substantial upside in both stocks."
#care #baron
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Elevance Health, Inc. (NYSE:ELV). The fund re-established a position in Elevance Health, Inc. (NYSE:ELV), a US-based health benefits company, during the quarter. On August 03, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $382.77 per share, reflecting a market capitalization of $81.54 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -8.61%, while its shares gained 38.48% over the past 52 weeks.
Baron Health Care Fund stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q2 2026 investor letter:
"We re-established positions in two previously owned managed care companies, UnitedHealth Group Incorporated and Elevance Health, Inc. Both companies manage diversified portfolios, providing insurance and health care services to Commercial, Exchange, Medicaid and Medicare Advantage members. We believe that the insurance cycle is turning more favorable for these companies, particularly in their Medicare Advantage businesses. After several years of elevated utilization trends, inadequate reimbursement, and regulatory challenges coupled with aggressive pricing to drive share gains, which drove operating margins to depressed levels, UnitedHealth and Elevance have exited unprofitable Medicare Advantage markets and products, right-sized benefits, and are now in the process of rebuilding profitability. We further think that the application of AI will enable them to take a significant bite out of administrative costs as well. Finally, we believe that the earnings power of both companies is well above current levels ******* uming they can approach their longterm target margins over the next few years. If we further ******* ume a reasonable multiple on future earnings power, we believe there is substantial upside in both stocks."
#care #baron
3 days ago
Glasgow might have saved the Commonwealth Games, but don't expect to see them back on these shores for a generation.
Four of the last seven editions have been staged in Great Britain, and it's clear that Commonwealth Sport realises it needs to cut ties to the mother country for its future relevance.
Scotland gets its eternal thanks for stepping in at just 18 months' notice when Australia said it couldn't afford to host. Australian taxpayers ended up paying Glasgow £100m in compensation to stage the Games on their behalf and then duly topped the medal table with 70 golds.
"Glasgow has acted as a bridge to the future of the Commonwealth Games movement," said Commonwealth Sport president Dr Donald Rukare.
"Every host writes its own chapter, and Glasgow's has been one of bravery, courage, friendship and, above all, outstanding innovation."
#glasgow #sport #host
Four of the last seven editions have been staged in Great Britain, and it's clear that Commonwealth Sport realises it needs to cut ties to the mother country for its future relevance.
Scotland gets its eternal thanks for stepping in at just 18 months' notice when Australia said it couldn't afford to host. Australian taxpayers ended up paying Glasgow £100m in compensation to stage the Games on their behalf and then duly topped the medal table with 70 golds.
"Glasgow has acted as a bridge to the future of the Commonwealth Games movement," said Commonwealth Sport president Dr Donald Rukare.
"Every host writes its own chapter, and Glasgow's has been one of bravery, courage, friendship and, above all, outstanding innovation."
#glasgow #sport #host
4 days ago
The college football season is now just four weeks away from its Week Zero kickoff. Programs will begin their quests for the College Football Playoff, and fan bases across the country will have renewed hope before their teams take the field.
Several programs and their fan bases are hoping for a much better 2026, especially after disappointing 2025 campaigns. Many schools have also hired new head coaches, hoping they can lead their programs back to national relevance.
MORE: Former FSU quarterback Thomas Castellanos plans to explore a potential return to college football
The 2026 season will bring renewed optimism and excitement for fans nationwide. Not every team will rebound into a College Football Playoff contender, but meaningful progress is often enough to energize a fan base. Here are three schools that should bounce back in 2026 after dreadful 2025 seasons.
Colorado Buffaloes quarterback Julian Lewis (10) warms up in the second quarter against the Georgia Tech Yellow Jackets at Folsom Field. Mandatory Credit: Ron Chenoy-Imagn Images
#schools
Several programs and their fan bases are hoping for a much better 2026, especially after disappointing 2025 campaigns. Many schools have also hired new head coaches, hoping they can lead their programs back to national relevance.
MORE: Former FSU quarterback Thomas Castellanos plans to explore a potential return to college football
The 2026 season will bring renewed optimism and excitement for fans nationwide. Not every team will rebound into a College Football Playoff contender, but meaningful progress is often enough to energize a fan base. Here are three schools that should bounce back in 2026 after dreadful 2025 seasons.
Colorado Buffaloes quarterback Julian Lewis (10) warms up in the second quarter against the Georgia Tech Yellow Jackets at Folsom Field. Mandatory Credit: Ron Chenoy-Imagn Images
#schools
13 days ago
When we think about the major global automakers these days, many investors forget all about Stellantis (NYSE: STLA), while General Motors (NYSE: GM) and Ford Motor Company (NYSE: F) remain hot topics. It's understandable, considering Stellantis' declining relevance in multiple markets, lack of a true branding identity, and numerous management missteps. No doubt, Stellantis has many, many issues to fix in the coming years to regain lost global notoriety. That said, the company could be in oversold territory, and Wall Street forward estimates suggest ***** ysts are in "prove it" mode regarding the company's massive $70 billion turnaround plan. Here's a look at how Stellantis is poised to outperform its rivals over the next five years.
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
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 »
Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
#ford #NYSE #signal
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
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 »
Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
#ford #NYSE #signal
14 days ago
Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.
Elevance Health (ELV) stock has a history of rewarding patient investors, and with a gain of 18.8% over the last three months, it seems to be at it again. But look under the hood and you'll find a glaring issue that has ***** ysts on edge: a Medicaid business projected to run at a negative 1.75% operating margin this year. That's a tough number to ignore.
So, what could possibly drive the stock materially higher from here? The answer may lie in looking everywhere but the segment grabbing all the headlines. The real opportunity is in the market recognizing that the rest of Elevance Health is strong enough to power through the Medicaid drag and deliver on its ambitious growth targets for next year.
A Turnaround Story in Medicare Advantage
For a case study in how Elevance can execute a turnaround, look no further than its Medicare Advantage business. After a period of what management calls "deliberate actions" to reposition the portfolio, the segment is now showing "clear evidence" of "stronger performance." The company is confident it's on a "path to at least a 2% operating margin this year" in that business. This forecast also serves as a proof point. It shows that when management applies disciplined plan design and focuses on a sustainable portfolio, it can deliver results. That's a powerful precedent as it applies the same tough-love approach to its other segments.
#business #story
Elevance Health (ELV) stock has a history of rewarding patient investors, and with a gain of 18.8% over the last three months, it seems to be at it again. But look under the hood and you'll find a glaring issue that has ***** ysts on edge: a Medicaid business projected to run at a negative 1.75% operating margin this year. That's a tough number to ignore.
So, what could possibly drive the stock materially higher from here? The answer may lie in looking everywhere but the segment grabbing all the headlines. The real opportunity is in the market recognizing that the rest of Elevance Health is strong enough to power through the Medicaid drag and deliver on its ambitious growth targets for next year.
A Turnaround Story in Medicare Advantage
For a case study in how Elevance can execute a turnaround, look no further than its Medicare Advantage business. After a period of what management calls "deliberate actions" to reposition the portfolio, the segment is now showing "clear evidence" of "stronger performance." The company is confident it's on a "path to at least a 2% operating margin this year" in that business. This forecast also serves as a proof point. It shows that when management applies disciplined plan design and focuses on a sustainable portfolio, it can deliver results. That's a powerful precedent as it applies the same tough-love approach to its other segments.
#business #story
15 days ago
We've reached the running backs on our All-NFC South Team of the 2020s, and it looks like a changing of the guard is on the way halfway through the decade. New Orleans Saints star Alvin Kamara has been the top dog at his position group for a long time -- but Bijan Robinson is closing the gap quickly after singlehandedly dragging the Atlanta Falcons into relevance. But the Carolina Panthers and Tampa Bay Buccaneers may have something to say about our list, too. Let's get to it.
One key stat we're relying on is Approximate Value from Pro Football Reference, which PFR defines as "an attempt to put a single number on the seasonal value of a player at any position from any year." In practice, that means giving higher numbers to player who start more games, play more snaps, and do more to help their team win by racking up yards, scoring touchdowns, creating turnovers and sacking quarterbacks, and so on. We're also ***** igning point values to being named a first-team All-Pro (ten points), second-team All-Pro (five points), and Pro Bowler (three points). And then we're adding those numbers together. Remember, these are all-decade teams for the NFC South, which didn't exist until 2002, and only contributions on the four teams in the division factor into our formula. So Drew Brees earning a Pro Bowl nod with the San Diego Chargers in 2005 doesn't help him, for example.
Team: New Orleans Saints (2020 to present)
AV: 51
Awards: All-Pro second team (1), Pro Bowler (2)
#saints #value #position
One key stat we're relying on is Approximate Value from Pro Football Reference, which PFR defines as "an attempt to put a single number on the seasonal value of a player at any position from any year." In practice, that means giving higher numbers to player who start more games, play more snaps, and do more to help their team win by racking up yards, scoring touchdowns, creating turnovers and sacking quarterbacks, and so on. We're also ***** igning point values to being named a first-team All-Pro (ten points), second-team All-Pro (five points), and Pro Bowler (three points). And then we're adding those numbers together. Remember, these are all-decade teams for the NFC South, which didn't exist until 2002, and only contributions on the four teams in the division factor into our formula. So Drew Brees earning a Pro Bowl nod with the San Diego Chargers in 2005 doesn't help him, for example.
Team: New Orleans Saints (2020 to present)
AV: 51
Awards: All-Pro second team (1), Pro Bowler (2)
#saints #value #position
20 days ago
Health insurance shares moved sharply lower in premarket trading after Elevance Health's (NYSE:ELV) latest quarterly results revealed continued pressure on margins within its core Health Benefits business, raising concerns that similar challenges could affect the wider managed-care sector.
Although Elevance reported second-quarter earnings and revenue that comfortably exceeded ******* ysts' expectations, investors focused on the deterioration in profitability.
The company's adjusted operating margin declined to 3.6% from 5.0% a year earlier, sending Elevance shares down 6.7% in premarket trading.
The Health Benefits division, Elevance's largest business, recorded a sharp drop in operating profit as lower Medicaid reimbursement rates and ongoing changes to its Medicare Advantage portfolio weighed on margins.
The results triggered broad selling across the health insurance industry ahead of UnitedHealth Group's (NYSE:UNH) own quarterly earnings release.
Although Elevance reported second-quarter earnings and revenue that comfortably exceeded ******* ysts' expectations, investors focused on the deterioration in profitability.
The company's adjusted operating margin declined to 3.6% from 5.0% a year earlier, sending Elevance shares down 6.7% in premarket trading.
The Health Benefits division, Elevance's largest business, recorded a sharp drop in operating profit as lower Medicaid reimbursement rates and ongoing changes to its Medicare Advantage portfolio weighed on margins.
The results triggered broad selling across the health insurance industry ahead of UnitedHealth Group's (NYSE:UNH) own quarterly earnings release.
21 days ago
NEW YORK (AP) — U.S. stocks ticked higher Wednesday following strong profit reports from BlackRock and other big companies. The tentative gains came as oil prices swung to their highest levels in a month because of the war with Iran.
The S&P 500 rose 0.4% after flipping between modest gains and losses through the day, and it's back within 0.5% of its all-time high set last month. The Dow Jones Industrial Average added 150 points, or 0.3%, and the Nasdaq composite climbed 0.6%.
BlackRock helped lead the market with a rise of 6.6% after the company behind some of the most popular investment funds reported stronger profit and revenue for the latest quarter than **** ysts expected. CEO Laurence Fink said its iShares funds topped $6 trillion in **** ets under management during the quarter, roughly doubling in three years.
Bank of New York Mellon rose 5.1% after adding to the spate of strong earnings reports from many of the biggest U.S. banks a day earlier. Cintas climbed 4.4% after the provider of office uniforms, restroom supplies and other products likewise delivered a better profit for the latest quarter than **** ysts forecast.
They helped offset a drop for Elevance Health, which fell 8.5% even though it reported stronger profit and revenue than **** ysts expected.
The S&P 500 rose 0.4% after flipping between modest gains and losses through the day, and it's back within 0.5% of its all-time high set last month. The Dow Jones Industrial Average added 150 points, or 0.3%, and the Nasdaq composite climbed 0.6%.
BlackRock helped lead the market with a rise of 6.6% after the company behind some of the most popular investment funds reported stronger profit and revenue for the latest quarter than **** ysts expected. CEO Laurence Fink said its iShares funds topped $6 trillion in **** ets under management during the quarter, roughly doubling in three years.
Bank of New York Mellon rose 5.1% after adding to the spate of strong earnings reports from many of the biggest U.S. banks a day earlier. Cintas climbed 4.4% after the provider of office uniforms, restroom supplies and other products likewise delivered a better profit for the latest quarter than **** ysts forecast.
They helped offset a drop for Elevance Health, which fell 8.5% even though it reported stronger profit and revenue than **** ysts expected.
23 days ago
Yahoo Sports' new college fantasy football platform allows followers of the sport to draft players from their favorite programs. With a revamped roster, featuring more than 50 additions, the Gators may have more uncertainty than established star power for owners to consider. However, there are a number of surefire producers to target in the draft's initial rounds.
Star running back Jadan Baugh is the clear No. 1 option for the Gators under new offensive coordinator Buster Faulkner. The returning 1,000-yard rusher is likely to sustain his productive level from 2025 as the junior becomes more of a focal point for the Orange and Blue. Inexperience at the quarterback position makes Baugh the centerpiece for Jon Sumrall and company in 2026. The All-SEC playmaker will see an increased workload with plenty of red zone opportunities. Baugh projects as a potential high-end fantasy starter.
Behind Baugh is last year's breakout freshman Vernell Brown III. He led Florida in receiving yards last season in his first year with the Gators, making history by becoming the first true freshman in program history to earn All-SEC honors at three different positions in a single season. Brown enters 2026 as one of the team's most important players; the Gainesville, Florida, native's 773 all-purpose yards ranked second among all true freshman wide receivers, highlighting his versatility and impact — a big reason many feel he'll continue improving.
Auburn transfer Eric Singleton Jr. provides a more experienced option and is the only receiver on Florida's roster who has eclipsed 600 yards in a single season. Dallas Wilson also deserves attention after showing flashes of elite potential during an injury-shortened freshman season.
Florida's eventual starting quarterback will no doubt have fantasy relevance, but managers should be wary of both Aaron Philo and Tramell Jones Jr., treating the pair as valuable backup options.
Star running back Jadan Baugh is the clear No. 1 option for the Gators under new offensive coordinator Buster Faulkner. The returning 1,000-yard rusher is likely to sustain his productive level from 2025 as the junior becomes more of a focal point for the Orange and Blue. Inexperience at the quarterback position makes Baugh the centerpiece for Jon Sumrall and company in 2026. The All-SEC playmaker will see an increased workload with plenty of red zone opportunities. Baugh projects as a potential high-end fantasy starter.
Behind Baugh is last year's breakout freshman Vernell Brown III. He led Florida in receiving yards last season in his first year with the Gators, making history by becoming the first true freshman in program history to earn All-SEC honors at three different positions in a single season. Brown enters 2026 as one of the team's most important players; the Gainesville, Florida, native's 773 all-purpose yards ranked second among all true freshman wide receivers, highlighting his versatility and impact — a big reason many feel he'll continue improving.
Auburn transfer Eric Singleton Jr. provides a more experienced option and is the only receiver on Florida's roster who has eclipsed 600 yards in a single season. Dallas Wilson also deserves attention after showing flashes of elite potential during an injury-shortened freshman season.
Florida's eventual starting quarterback will no doubt have fantasy relevance, but managers should be wary of both Aaron Philo and Tramell Jones Jr., treating the pair as valuable backup options.
23 days ago
The Mets need to stop pretending this season can still be rescued. That means trading Bo Bichette, Freddy Peralta, Luke Weaver, and Devin Williams before the deadline. None of those names should be moved willy-nilly. Bichette was supposed to become part of the next core, Peralta was acquired to stabilize the rotation, Weaver has been one of the more dependable arms on the staff, and Williams still carries the reputation of a proven closer. But the MLB standings matter more than the original plan.
MORE: Francisco Lindor gives cryptic answer when asked if he will waive his no-trade clause
May 23, 2026; Miami, Florida, USA; New York Mets shortstop Bo Bichette (19) reacts after his at bat against the Miami Marlins during the sixth inning at loanDepot Park. Mandatory Credit: Sam Navarro-Imagn Images
The Mets are drifting toward irrelevance, and holding short-term pieces just to preserve the appearance of competitiveness would be the worst possible outcome. Bichette has dealt with ankle soreness and has not changed the direction of the season.
Peralta owns a 4.81 ERA and may still be the best trade chip on the roster because contenders always pay for starting pitching. Weaver has performed well enough to attract real interest. And Williams remains valuable because late-inning experience becomes expensive every July.
MORE: Francisco Lindor gives cryptic answer when asked if he will waive his no-trade clause
May 23, 2026; Miami, Florida, USA; New York Mets shortstop Bo Bichette (19) reacts after his at bat against the Miami Marlins during the sixth inning at loanDepot Park. Mandatory Credit: Sam Navarro-Imagn Images
The Mets are drifting toward irrelevance, and holding short-term pieces just to preserve the appearance of competitiveness would be the worst possible outcome. Bichette has dealt with ankle soreness and has not changed the direction of the season.
Peralta owns a 4.81 ERA and may still be the best trade chip on the roster because contenders always pay for starting pitching. Weaver has performed well enough to attract real interest. And Williams remains valuable because late-inning experience becomes expensive every July.
24 days ago
We are 63 days away from the Kansas City Chiefs‘ season-opening game against the Denver Broncos on “Monday Night Football” in Week 1.
The No. 63 jersey is one of the 10 retired numbers in franchise history, in honor of linebacker Willie Lanier, who was a leader on the Chiefs’ defense for the early years, including a shutdown performance against the Minnesota Vikings in the 23-7 Super Bowl IV victory. From 1967 to 1977, Lanier earned eight Pro Bowl selections and three first-team All-Pro selections, building a resume worthy of the Pro Football Hall of Fame.
He is immortalized in the Chiefs’ Ring of Honor, with the No. 63 forever tied with him, but there is another all-time No. 63 in team history:
After being selected with the fifth pick in the 1984 NFL Draft from the University of Pittsburgh, Maas hit the ground running in Kansas City by winning AP Defensive Rookie of the Year. He would also appear in two Pro Bowls as a Chiefs representative, but the team was unable to find relevance until after his prime seasons.
He forced 11 fumbles during his time in Kansas City, one of the many factors in his induction into the Chiefs’ Hall of Fame. He is still involved in the local community.
The No. 63 jersey is one of the 10 retired numbers in franchise history, in honor of linebacker Willie Lanier, who was a leader on the Chiefs’ defense for the early years, including a shutdown performance against the Minnesota Vikings in the 23-7 Super Bowl IV victory. From 1967 to 1977, Lanier earned eight Pro Bowl selections and three first-team All-Pro selections, building a resume worthy of the Pro Football Hall of Fame.
He is immortalized in the Chiefs’ Ring of Honor, with the No. 63 forever tied with him, but there is another all-time No. 63 in team history:
After being selected with the fifth pick in the 1984 NFL Draft from the University of Pittsburgh, Maas hit the ground running in Kansas City by winning AP Defensive Rookie of the Year. He would also appear in two Pro Bowls as a Chiefs representative, but the team was unable to find relevance until after his prime seasons.
He forced 11 fumbles during his time in Kansas City, one of the many factors in his induction into the Chiefs’ Hall of Fame. He is still involved in the local community.
27 days ago
Hello from somewhere north of Stockholm where I've been jumping into my texts and emails the past day during connecting trains and such to configure some final fine tuning for Mock Draft 2.0 from The Sporting Tribune, roughly 24 hours before the first selection.
Time to write hasn't come at a luxury, so sorry for the month-plus gap between Mock 1.0 and Mock 2.0, and that it comes just a day ahead of the draft itself.
While some of the waters have cleared, it's still pretty muddy at the top and throughout the first round.
Most players who will have their name called in the first 50-100 picks have already had their parties express their bonus demands, and the real wheeling and dealing started right after the MLB Draft Combine where most (not all, or close to it) turned in their medicals and there has been some financial maneuvering on all fronts to turn the draft into a more "open market" to some degree.
Add in finances with peak data, performance across all forms of amateur ball, age relevance, development windows, makeup, variance and private workout data; and suddenly, everyone has an internal model to lean on. While you can never say it's an end all item, models have taken over the draft heavier than in-house opinions which means some players have made serious leaps and bounds no matter what the previous feeling or connection was from club-player-agent.
Time to write hasn't come at a luxury, so sorry for the month-plus gap between Mock 1.0 and Mock 2.0, and that it comes just a day ahead of the draft itself.
While some of the waters have cleared, it's still pretty muddy at the top and throughout the first round.
Most players who will have their name called in the first 50-100 picks have already had their parties express their bonus demands, and the real wheeling and dealing started right after the MLB Draft Combine where most (not all, or close to it) turned in their medicals and there has been some financial maneuvering on all fronts to turn the draft into a more "open market" to some degree.
Add in finances with peak data, performance across all forms of amateur ball, age relevance, development windows, makeup, variance and private workout data; and suddenly, everyone has an internal model to lean on. While you can never say it's an end all item, models have taken over the draft heavier than in-house opinions which means some players have made serious leaps and bounds no matter what the previous feeling or connection was from club-player-agent.
27 days ago
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the "Palm Valley Capital Fund." A copy of the letter can be downloaded here. In the second quarter, the fund's investor class gained 1.80%, while the S&P SmallCap 600 rose 19.7% and the Morningstar Small Cap Total Return Index returned 14.0%. The Strategy primarily focused on small-cap categories, allocating 75% to cash equivalents. This led to underperformance relative to benchmarks. The Fund is currently seeking more small-cap opportunities that meet its return criteria and will act swiftly if market conditions improve. The Index benefited from strong contributions from data center construction and biotech sectors, while the energy industry lagged. Additionally, reviewing the fund's top five holdings can reveal its best investments in 2026.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Vontier Corporation (NYSE:VNT) as a newly added position. Vontier Corporation (NYSE:VNT) is a global industrial technology and mobility solutions company that operates through mobility technologies, repair solutions, and environmental and fueling solutions segments. On July 7, 2026, Vontier Corporation (NYSE:VNT) closed at $28.49 per share, reflecting a market capitalization of $4.01 billion. Vontier Corporation (NYSE:VNT) posted a one-month return of 0.60%, while its shares lost 25.56% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Vontier Corporation (NYSE:VNT) in its Q2 2026 investor letter:
"The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corporation (NYSE:VNT). Vontier sells the equipment, software, and recurring services that help convenience stores pump gas and process payments, repair shops diagnose problems, and car washes operate efficiently. It was spun out of Fortive Corporation in 2020, which itself was formerly part of Danaher. Key operations include fueling equipment and payment systems through the brands Invenco and Gilbarco Veeder-Root, vehicle repair and diagnostics tools through Matco Tools, and car wash technology through DRB. The company touches a large portion of the world's fuel transactions, since its equipment is installed at hundreds of thousands of fuel sites globally. Vontier enjoyed a significant temporary tailwind, peaking in 2021, when U.S. gas stations were required to upgrade payment terminals at the pump to support EMV chip card transactions due to shifting fraud liability rules. Some investors have long-term concerns about the company's relevance as the transportation fleet moves away from internal combustion engines. Vontier has become more fuel agnostic in recent years, with its products serving vehicles powered by gasoline, electricity, and hydrogen. The firm owns a leading provider of electric vehicle (EV) charging softw
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Vontier Corporation (NYSE:VNT) as a newly added position. Vontier Corporation (NYSE:VNT) is a global industrial technology and mobility solutions company that operates through mobility technologies, repair solutions, and environmental and fueling solutions segments. On July 7, 2026, Vontier Corporation (NYSE:VNT) closed at $28.49 per share, reflecting a market capitalization of $4.01 billion. Vontier Corporation (NYSE:VNT) posted a one-month return of 0.60%, while its shares lost 25.56% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Vontier Corporation (NYSE:VNT) in its Q2 2026 investor letter:
"The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corporation (NYSE:VNT). Vontier sells the equipment, software, and recurring services that help convenience stores pump gas and process payments, repair shops diagnose problems, and car washes operate efficiently. It was spun out of Fortive Corporation in 2020, which itself was formerly part of Danaher. Key operations include fueling equipment and payment systems through the brands Invenco and Gilbarco Veeder-Root, vehicle repair and diagnostics tools through Matco Tools, and car wash technology through DRB. The company touches a large portion of the world's fuel transactions, since its equipment is installed at hundreds of thousands of fuel sites globally. Vontier enjoyed a significant temporary tailwind, peaking in 2021, when U.S. gas stations were required to upgrade payment terminals at the pump to support EMV chip card transactions due to shifting fraud liability rules. Some investors have long-term concerns about the company's relevance as the transportation fleet moves away from internal combustion engines. Vontier has become more fuel agnostic in recent years, with its products serving vehicles powered by gasoline, electricity, and hydrogen. The firm owns a leading provider of electric vehicle (EV) charging softw
28 days ago
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.
Top 5 Upgrades:
Scotiabank upgraded Cloudflare (NET) to Outperform from Sector Perform with a price target of $300, up from $225. After a deeper dive on Cloudflare's opportunity, the firm is "convinced that the time is now to own shares" given its view that Cloudflare is winning "the best of the best AI-native customers" and more evidence of wins in CIO/CISO fieldwork for Cloudflare SASE and edge compute in the enterprise.
Erste Group upgraded Meta Platforms (META) to Buy from Hold. Revenue growth and operating margin are higher than those of competitors, while the price to earnings ratio is slightly below the sector average, the firm tells investors.
Deutsche Bank upgraded First Solar (FSLR) to Buy from Hold with a $272 price target. The "recent sharp stock pullback," with shares down 27% since June 1, creates an opportunity for investors to enter a "fundamentally strong business" in U.S.-based panel production that has a strong balance sheet and is poised for a stronger second half, the firm tells investors.
Melius Research upgraded Allegiant Travel (ALGT) to Buy from Hold with a $160 price target to reflect optimism around the many earnings building blocks ahead. The firm notes Allegiant has been ******* bent on realigning the business around the airline, and says the sale of Sunseeker and now the acquisition of Sun Country position the company to drive further relevance with investors.
Top 5 Upgrades:
Scotiabank upgraded Cloudflare (NET) to Outperform from Sector Perform with a price target of $300, up from $225. After a deeper dive on Cloudflare's opportunity, the firm is "convinced that the time is now to own shares" given its view that Cloudflare is winning "the best of the best AI-native customers" and more evidence of wins in CIO/CISO fieldwork for Cloudflare SASE and edge compute in the enterprise.
Erste Group upgraded Meta Platforms (META) to Buy from Hold. Revenue growth and operating margin are higher than those of competitors, while the price to earnings ratio is slightly below the sector average, the firm tells investors.
Deutsche Bank upgraded First Solar (FSLR) to Buy from Hold with a $272 price target. The "recent sharp stock pullback," with shares down 27% since June 1, creates an opportunity for investors to enter a "fundamentally strong business" in U.S.-based panel production that has a strong balance sheet and is poised for a stronger second half, the firm tells investors.
Melius Research upgraded Allegiant Travel (ALGT) to Buy from Hold with a $160 price target to reflect optimism around the many earnings building blocks ahead. The firm notes Allegiant has been ******* bent on realigning the business around the airline, and says the sale of Sunseeker and now the acquisition of Sun Country position the company to drive further relevance with investors.
30 days ago
Sean Payton helped the Denver Broncos return to relevance since taking over as the head coach in 2023. However, there was reportedly a master plan considered that would have had legendary coach Bill Belichick in the coaching driver's seat in Denver instead.
According to ESPN's Seth Wickersham, Payton considered pitching the idea of temporarily stepping down as head coach and relinquishing his job to Belichick after he parted ways with the New England Patriots in 2024. Payton and Belichick had developed a strong friendship, and the Broncos coach was willing to step aside to give the six-time Super Bowl-winning head coach a chance to reach the 15 wins needed for him to break Don Shula's record of 347 victories.
The thinking was that Payton would step down and ******* ume the role as ******* istant head coach and offensive coordinator until Belichick reached the necessary win total.
Wickersham wrote:
"Payton and Belichick go back decades, forged by mutual respect -- and mutual trauma from working under Parcells. When Belichick and the Patriots divorced in 2024, Payton considered presenting Broncos owner Greg Penner a proposal for the ages: Hire Belichick as head coach until he reached 15 wins, enough to break Don Shula's career record of 347. Payton would temporarily step down to ******* istant head coach and run the offense, then move back after Belichick became the all-time leader. In the end, it was too complicated -- and maybe too fanciful."
According to ESPN's Seth Wickersham, Payton considered pitching the idea of temporarily stepping down as head coach and relinquishing his job to Belichick after he parted ways with the New England Patriots in 2024. Payton and Belichick had developed a strong friendship, and the Broncos coach was willing to step aside to give the six-time Super Bowl-winning head coach a chance to reach the 15 wins needed for him to break Don Shula's record of 347 victories.
The thinking was that Payton would step down and ******* ume the role as ******* istant head coach and offensive coordinator until Belichick reached the necessary win total.
Wickersham wrote:
"Payton and Belichick go back decades, forged by mutual respect -- and mutual trauma from working under Parcells. When Belichick and the Patriots divorced in 2024, Payton considered presenting Broncos owner Greg Penner a proposal for the ages: Hire Belichick as head coach until he reached 15 wins, enough to break Don Shula's career record of 347. Payton would temporarily step down to ******* istant head coach and run the offense, then move back after Belichick became the all-time leader. In the end, it was too complicated -- and maybe too fanciful."
1 month ago
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Best AI and Technology Stocks to Buy Now. On June 24, ****** yst Shrenik Kothari of Robert W. Baird maintained a "Buy" rating on the company's stock, retaining the price objective of $320.00. The ****** yst's rating is backed by several factors that are related to Palo Alto Networks, Inc. (NASDAQ:PANW)'s strategic positioning and product relevance amidst the evolving cybersecurity landscape.
The ****** yst believes that the new partnership with IBM and Red Hat's Project Lightwell demonstrates a meaningful validation of Palo Alto Networks, Inc. (NASDAQ:PANW)'s virtual patching technology. Furthermore, the ****** yst opines that the collaboration bolsters the company's platform integration. This is done by linking network security, threat intelligence, and exposure management into a more unified remediation workflow, with AI-driven tools accelerating vulnerability discovery.
Even though the near-term revenue contribution from the single agreement remains uncertain, the architectural role and long-term demand tailwinds are expected to support continued growth and profitability.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity company that provides a variety of products, like firewalls, malware protection, and cloud security.
While we acknowledge the potential of PANW 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.
The ****** yst believes that the new partnership with IBM and Red Hat's Project Lightwell demonstrates a meaningful validation of Palo Alto Networks, Inc. (NASDAQ:PANW)'s virtual patching technology. Furthermore, the ****** yst opines that the collaboration bolsters the company's platform integration. This is done by linking network security, threat intelligence, and exposure management into a more unified remediation workflow, with AI-driven tools accelerating vulnerability discovery.
Even though the near-term revenue contribution from the single agreement remains uncertain, the architectural role and long-term demand tailwinds are expected to support continued growth and profitability.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity company that provides a variety of products, like firewalls, malware protection, and cloud security.
While we acknowledge the potential of PANW 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.
1 month ago
Less than four months after helping usher in a new era of Florida State basketball under head coach Luke Loucks, former Seminoles teammates LaJae Jones and Robert McCray V found themselves on opposite benches during NBA Summer League action. The matchup marked another milestone for a Florida State program that has continued to produce professional opportunities under its new coaching staff.
Jones, who was selected by the Golden State Warriors with the 54th overall pick in the 2026 NBA Draft, suited up for Golden State's Summer League squad after becoming the first NBA draft selection of the Luke Loucks era at Florida State. McCray, meanwhile, earned an Exhibit 10 contract with the Los Angeles Lakers after going undrafted, giving him an opportunity to compete for a roster spot and continue his professional development.
Jones had the stronger night statistically in Golden State Gold's 104-72 win. The Warriors rookie played 19 minutes and finished with three points, three defensive rebounds, two ****** ists, and one steal. He shot 1-of-3 from the field and 1-of-2 from 3-point range while posting a plus-19 rating.
McCray had a tougher Summer League opener with the Lakers. He played a little more than 10 minutes, finishing scoreless on 0-of-6 shooting, including 0-of-3 from beyond the arc. He also grabbed two rebounds, committed one turnover and finished with a minus-10 rating.
While Summer League results rarely define a player's long-term trajectory, the sight of Jones and McCray competing against one another served as a reminder of the talent ****** embled in Loucks' first season in Tallahassee. The duo played key roles for the Seminoles during the 2025-26 campaign, helping Florida State return to postseason relevance while showcasing the versatility and athleticism that attracted NBA evaluators.
Jones, who was selected by the Golden State Warriors with the 54th overall pick in the 2026 NBA Draft, suited up for Golden State's Summer League squad after becoming the first NBA draft selection of the Luke Loucks era at Florida State. McCray, meanwhile, earned an Exhibit 10 contract with the Los Angeles Lakers after going undrafted, giving him an opportunity to compete for a roster spot and continue his professional development.
Jones had the stronger night statistically in Golden State Gold's 104-72 win. The Warriors rookie played 19 minutes and finished with three points, three defensive rebounds, two ****** ists, and one steal. He shot 1-of-3 from the field and 1-of-2 from 3-point range while posting a plus-19 rating.
McCray had a tougher Summer League opener with the Lakers. He played a little more than 10 minutes, finishing scoreless on 0-of-6 shooting, including 0-of-3 from beyond the arc. He also grabbed two rebounds, committed one turnover and finished with a minus-10 rating.
While Summer League results rarely define a player's long-term trajectory, the sight of Jones and McCray competing against one another served as a reminder of the talent ****** embled in Loucks' first season in Tallahassee. The duo played key roles for the Seminoles during the 2025-26 campaign, helping Florida State return to postseason relevance while showcasing the versatility and athleticism that attracted NBA evaluators.
1 month ago
A lot of Penn State fans are gearing up for the 2026-27 season with hopes that the Nittany Lions can get back to national relevance after a stunning decline last season. A huge part of that optimism stems from the fact Tony Rojas is back and leading the defense. After a tough injury before Penn State's game against UCLA last year, Rojas is primed to be a key part of Penn State's potential bounce back.
In fact, Rojas recently said that he expects the Nittany Lions to be "better than people expect." This mindset lends itself not only to the team's belief, but Rojas' as well. When you look at the stats, Rojas was a major reason why Penn State got off to a solid start last year. The defense only gave up 8.5 points per game with Rojas leading the way. He added 25 tackles and two sacks in just four games himself to boot.
So while last season did not end well for Rojas and the Blue and White, this year is a chance for redemption. Most importantly, though, is that Rojas not only believes in a Penn State bounce-back, but was willing to return to play his role.
“Obviously, I know a bunch of guys that stayed, but [Penn State] just felt like home,” Rojas said. “And I don't want to be in the predicament where, once I graduate, it's awkward going back to the college where I go for a year. Knowing that I can come back here anytime is a good feeling.”
Penn State should be very glad to have him back.
In fact, Rojas recently said that he expects the Nittany Lions to be "better than people expect." This mindset lends itself not only to the team's belief, but Rojas' as well. When you look at the stats, Rojas was a major reason why Penn State got off to a solid start last year. The defense only gave up 8.5 points per game with Rojas leading the way. He added 25 tackles and two sacks in just four games himself to boot.
So while last season did not end well for Rojas and the Blue and White, this year is a chance for redemption. Most importantly, though, is that Rojas not only believes in a Penn State bounce-back, but was willing to return to play his role.
“Obviously, I know a bunch of guys that stayed, but [Penn State] just felt like home,” Rojas said. “And I don't want to be in the predicament where, once I graduate, it's awkward going back to the college where I go for a year. Knowing that I can come back here anytime is a good feeling.”
Penn State should be very glad to have him back.
1 month ago
Elevance Health Inc. (NYSE:ELV) is one of the best value stocks to buy right now. On June 23, Elevance Health announced enhancements to Health OS, a secure platform that streamlines clinical reviews by integrating directly with electronic health records. By replacing manual processes with automated data sharing, the system significantly reduces administrative burdens for providers, including a 61% drop in prior authorization denials and faster decision-making.
The platform's electronic prior authorization capabilities are particularly impactful, with over 42% of requests now processed in under one minute. These efficiencies eliminate the need for traditional paper and fax submissions, allowing providers to focus more time on patient care while ensuring members receive faster access to approved treatments.
Through ongoing collaboration with partners like Epic, Elevance Health Inc. (NYSE:ELV) is scaling these connected workflows to simplify the healthcare experience. By facilitating transparent, real-time communication between payers and providers, the company is successfully driving a more predictable and efficient care journey for patients.
Elevance Health Inc. (NYSE:ELV) is a US health company providing managed care and health solutions to over 119 million people. It operates across commercial, Medicare, and Medicaid markets through brands like Anthem Blue Cross Blue Shield, WellPoint, and Carelon.
While we acknowledge the potential of ELV 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.
The platform's electronic prior authorization capabilities are particularly impactful, with over 42% of requests now processed in under one minute. These efficiencies eliminate the need for traditional paper and fax submissions, allowing providers to focus more time on patient care while ensuring members receive faster access to approved treatments.
Through ongoing collaboration with partners like Epic, Elevance Health Inc. (NYSE:ELV) is scaling these connected workflows to simplify the healthcare experience. By facilitating transparent, real-time communication between payers and providers, the company is successfully driving a more predictable and efficient care journey for patients.
Elevance Health Inc. (NYSE:ELV) is a US health company providing managed care and health solutions to over 119 million people. It operates across commercial, Medicare, and Medicaid markets through brands like Anthem Blue Cross Blue Shield, WellPoint, and Carelon.
While we acknowledge the potential of ELV 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.
1 month ago
Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for the "Heartland Opportunistic Value Equity Strategy". A copy of the letter can be downloaded here. Improving market breadth was noted in the first quarter, but geopolitical instability in the Middle East disrupted this trend. Instead of speculating on the conflict's duration or crude oil prices, we focus on bottom-up fundamental ******* ysis. The market also favored AI winners with high valuations and penalized losers. Against this backdrop, the strategy appreciated 3.66%, outperforming the Russell 3000 Value Index, which rose 2.23%. Stock selection was positive across most sectors. In addition, you can check the Fund's top 5 holdings to determine its best picks for 2026.
In its first-quarter 2026 investor letter, Heartland Opportunistic Value Equity Strategy highlighted stocks such as Elevance Health, Inc. (NYSE:ELV). Elevance Health, Inc. (NYSE:ELV) is a health benefits company that detracted from the Strategy's performance in the quarter. On June 26, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $395.18 per share, reflecting a market capitalization of $85.81 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -1.86%, while its shares gained 1.60% over the past 52 weeks.
Heartland Opportunistic Value Equity Strategy stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q1 2026 investor letter:
"One of the biggest detractors to our performance in the first quarter was Elevance Health, Inc. (NYSE:ELV), a large, diversified managed care insurer across commercial, individual and government lines with integrated healthcare services as well. Elevance operates under the Blue Cross Blue Shield brand in several states.
The entire health insurance industry has been through a brutal period marked by a combination of elevated healthcare utilization and medical cost inflation, along with policy-related disruptions to its enrollment mix in Medicaid and ACA exchanges. The result has been significant margin and earnings headwinds for all industry players, but with smaller competitors in particular suffering significant financial pressures. Elevance, one of the largest health insurers in the nation, is likely to emerge from this period with more market share and embedded earnings power.
In its first-quarter 2026 investor letter, Heartland Opportunistic Value Equity Strategy highlighted stocks such as Elevance Health, Inc. (NYSE:ELV). Elevance Health, Inc. (NYSE:ELV) is a health benefits company that detracted from the Strategy's performance in the quarter. On June 26, 2026, Elevance Health, Inc. (NYSE:ELV) closed at $395.18 per share, reflecting a market capitalization of $85.81 billion. Elevance Health, Inc. (NYSE:ELV) posted a one-month return of -1.86%, while its shares gained 1.60% over the past 52 weeks.
Heartland Opportunistic Value Equity Strategy stated the following regarding Elevance Health, Inc. (NYSE:ELV) in its Q1 2026 investor letter:
"One of the biggest detractors to our performance in the first quarter was Elevance Health, Inc. (NYSE:ELV), a large, diversified managed care insurer across commercial, individual and government lines with integrated healthcare services as well. Elevance operates under the Blue Cross Blue Shield brand in several states.
The entire health insurance industry has been through a brutal period marked by a combination of elevated healthcare utilization and medical cost inflation, along with policy-related disruptions to its enrollment mix in Medicaid and ACA exchanges. The result has been significant margin and earnings headwinds for all industry players, but with smaller competitors in particular suffering significant financial pressures. Elevance, one of the largest health insurers in the nation, is likely to emerge from this period with more market share and embedded earnings power.
1 month ago
Zscaler, Inc. (NASDAQ:ZS) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, KeyBanc lowered its price target on Zscaler, Inc. (NASDAQ:ZS) to $176 from $190 and kept an Overweight rating. KeyBanc's chief investment officer survey for the first half of 2026 showed the gap "between the haves and the have-nots in the IT budget just got wider." The firm said AI and AI-readiness spending rose sharply in priority and recommended investors stick with security, data, infrastructure, and monitoring names.
Earlier in June, Guggenheim upgraded Zscaler to Buy from Neutral with a $214 price target. Guggenheim called Zscaler a "trust me story," but said the valuation presents an opportunity to buy a category leader in a still nascent and hyper-growth market. The firm also said Zscaler's relevance is likely to grow in the AI era, especially with C-level executives who believe in Zero Trust security.
Last month, Wells Fargo lowered its price target on Zscaler to $180 from $210 and kept an Overweight rating. Wells Fargo said resetting next year's top-line numbers was needed, but noted that several noise factors, including meaningful free cash flow headwinds, would likely keep investors sidelined for now. The firm said that Zenith, in a couple of weeks, could provide more clarity.
Zscaler, Inc. (NASDAQ:ZS) operates as a cloud security company worldwide.
On June 25, 2026, KeyBanc lowered its price target on Zscaler, Inc. (NASDAQ:ZS) to $176 from $190 and kept an Overweight rating. KeyBanc's chief investment officer survey for the first half of 2026 showed the gap "between the haves and the have-nots in the IT budget just got wider." The firm said AI and AI-readiness spending rose sharply in priority and recommended investors stick with security, data, infrastructure, and monitoring names.
Earlier in June, Guggenheim upgraded Zscaler to Buy from Neutral with a $214 price target. Guggenheim called Zscaler a "trust me story," but said the valuation presents an opportunity to buy a category leader in a still nascent and hyper-growth market. The firm also said Zscaler's relevance is likely to grow in the AI era, especially with C-level executives who believe in Zero Trust security.
Last month, Wells Fargo lowered its price target on Zscaler to $180 from $210 and kept an Overweight rating. Wells Fargo said resetting next year's top-line numbers was needed, but noted that several noise factors, including meaningful free cash flow headwinds, would likely keep investors sidelined for now. The firm said that Zenith, in a couple of weeks, could provide more clarity.
Zscaler, Inc. (NASDAQ:ZS) operates as a cloud security company worldwide.
1 month ago
The UFC's second event in Baku, Azerbaijan delivered in a big way with nine of 13 bouts Saturday at UFC Fight Night 280 ending inside the distance.
Arguable the most impressive finish of all went to headliner Rafael Fiziev (14-5 MMA, 8-5 UFC), who largely styled on Manuel Torres (17-4 MMA, 5-2 UFC) en route to a second-round TKO that put him back into relevance in the lightweight division.
For more on the numbers, check below for MMA Junkie's UFC Fight Night 280 post-event facts.
The UFC Promotional Guidelines Compliance payout for the event totaled $162,000.
Debuting fighters went 2-2 at the event.
Arguable the most impressive finish of all went to headliner Rafael Fiziev (14-5 MMA, 8-5 UFC), who largely styled on Manuel Torres (17-4 MMA, 5-2 UFC) en route to a second-round TKO that put him back into relevance in the lightweight division.
For more on the numbers, check below for MMA Junkie's UFC Fight Night 280 post-event facts.
The UFC Promotional Guidelines Compliance payout for the event totaled $162,000.
Debuting fighters went 2-2 at the event.
1 month 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.
1 month ago
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construction partner for the first phase of its leading-edge memory manufacturing complex in Clay, New York. Micron said the site is planned to become the largest semiconductor manufacturing facility in the U.S. and described it as a cornerstone of American AI-era memory leadership.
The project has direct relevance to HBM because AI servers require large volumes of advanced DRAM, and Micron is one of the few global suppliers competing in high-bandwidth memory. The company said it broke ground on the first New York fab in January 2026 and is now moving into the next construction phase. The update follows fiscal Q2 2026 results, in which revenue rose 196% year over year to $23.86 billion, driven by strong AI data-center memory demand.
Micron Technology, Inc. (NASDAQ:MU) develops and manufactures memory and storage products, including DRAM, NAND, NOR, SSDs, and high-bandwidth memory used across data centers, AI systems, mobile devices, automotive applications, industrial markets, and consumer electronics.
While we acknowledge the potential of MU 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.
The project has direct relevance to HBM because AI servers require large volumes of advanced DRAM, and Micron is one of the few global suppliers competing in high-bandwidth memory. The company said it broke ground on the first New York fab in January 2026 and is now moving into the next construction phase. The update follows fiscal Q2 2026 results, in which revenue rose 196% year over year to $23.86 billion, driven by strong AI data-center memory demand.
Micron Technology, Inc. (NASDAQ:MU) develops and manufactures memory and storage products, including DRAM, NAND, NOR, SSDs, and high-bandwidth memory used across data centers, AI systems, mobile devices, automotive applications, industrial markets, and consumer electronics.
While we acknowledge the potential of MU 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.
2 months ago
Broadcast sports radio is still a megaphone that sports podcasts wish they had. It remains one of the most valuable ******* ets sports radio provides: a built-in audience that is highly engaged and rarely listens passively. That’s why so many broadcast companies use the medium as a promotional tool for their podcast platforms.
You’ve heard the ads. Check out this random podcast on the (insert company name) podcast network. Streaming on the (insert company name) app. These spots are often programmed from afar and inserted based on broad audience demographics. The problem is they frequently have little to do with what local listeners actually want from their local sports radio station.
They’re a headache for programmers and talent alike. Instead of getting back to the content and personalities audiences tune in for, stations extend commercial breaks to accommodate company priorities. Quantity takes precedence over quality. Plus, local brands are often forced to promote content that may have little relevance to their listeners.
Just the other day, I tuned into my local sports radio station here in Tampa Bay and heard a 30-second commercial for a soccer podcast hosted by names I didn’t recognize. Yes, the World Cup is here and people are watching. However, you just can’t say soccer and expect me to check it out because. “Hey, soccer is here.”
It reminded me of my time programming the station. We were the home of the Tampa Bay Buccaneers, yet it seemed like we ran promotional spots every hour for Off The Edge with Cam Jordan. When I questioned management why we were promoting a star player from a rival team, I was told the ads had to run at the allotted frequency.
You’ve heard the ads. Check out this random podcast on the (insert company name) podcast network. Streaming on the (insert company name) app. These spots are often programmed from afar and inserted based on broad audience demographics. The problem is they frequently have little to do with what local listeners actually want from their local sports radio station.
They’re a headache for programmers and talent alike. Instead of getting back to the content and personalities audiences tune in for, stations extend commercial breaks to accommodate company priorities. Quantity takes precedence over quality. Plus, local brands are often forced to promote content that may have little relevance to their listeners.
Just the other day, I tuned into my local sports radio station here in Tampa Bay and heard a 30-second commercial for a soccer podcast hosted by names I didn’t recognize. Yes, the World Cup is here and people are watching. However, you just can’t say soccer and expect me to check it out because. “Hey, soccer is here.”
It reminded me of my time programming the station. We were the home of the Tampa Bay Buccaneers, yet it seemed like we ran promotional spots every hour for Off The Edge with Cam Jordan. When I questioned management why we were promoting a star player from a rival team, I was told the ads had to run at the allotted frequency.
2 months ago
After leading James Madison to their first-ever College Football Playoffs, Bob Chesney departed from the Sun Belt Conference to join the UCLA Bruins out west in the Big Ten Conference. But why did Chesney make the jump?
For as much success as Chesney had at James Madison, a CFP appearance was about as far as the Dukes could push it against Power Four competition. While UCLA hasn’t accomplished much of anything in the CFP era, the belief is that under Chesney, UCLA can return to national relevance.
Chesney entered Westwood with more playoff appearances than the UCLA program but there were still plenty of things about the Bruins program that enticed Chesney to lead UCLA. Chesney sat down with the Big Ten Conference Network about why he chose the Bruins.
“Everywhere I’d been prior to this, there were certain things, aspects, about that school that I liked. I liked the town that one was in, I liked the mentorship of the alums from another. I liked the education, at Johns Hopkins when I was there, it was the No. 1 pre-med school in the world,” Chesney said. “Then when I looked at UCLA, they had all of those things in one. That really was it for me.”
Chesney added that he can’t stroll through campus without feeling inspired.
For as much success as Chesney had at James Madison, a CFP appearance was about as far as the Dukes could push it against Power Four competition. While UCLA hasn’t accomplished much of anything in the CFP era, the belief is that under Chesney, UCLA can return to national relevance.
Chesney entered Westwood with more playoff appearances than the UCLA program but there were still plenty of things about the Bruins program that enticed Chesney to lead UCLA. Chesney sat down with the Big Ten Conference Network about why he chose the Bruins.
“Everywhere I’d been prior to this, there were certain things, aspects, about that school that I liked. I liked the town that one was in, I liked the mentorship of the alums from another. I liked the education, at Johns Hopkins when I was there, it was the No. 1 pre-med school in the world,” Chesney said. “Then when I looked at UCLA, they had all of those things in one. That really was it for me.”
Chesney added that he can’t stroll through campus without feeling inspired.
2 months ago
Redwire Corporation (NYSE:RDW) is one of the fastest-growing ***** e stocks to buy now. On June 4, Redwire said it won a contract from Astrobiome ***** e to launch its first ***** e agriculture mission using Redwire's Greenhouse system on the International ***** e Station, described as the world's first commercial ***** e greenhouse. The mission will grow strawberries and test Astrobiome's soil-enhancement product, giving Redwire another customer use case for microgravity research and life-support technologies. For this growth screen, the relevance is less about the undisclosed contract size and more about how the award extends Redwire's infrastructure base into commercial biological research.
The award sits on top of a stronger first-quarter growth profile. On May 6, Redwire reported first-quarter 2026 revenue of $97.0 million, up 57.9% year over year, with a record backlog of $498.1 million and a 1.92 book-to-bill ratio. Gross margin improved to 26.6%, although the company remained unprofitable. The growth case is tied to rising contract activity across ***** e infrastructure and microgravity research.
Redwire Corporation (NYSE:RDW) is an integrated ***** e and defense technology company that provides ***** e infrastructure, autonomous systems, microgravity research platforms, deployable structures, sensors, and related mission-critical technologies.
While we acknowledge the potential of RDW 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.
The award sits on top of a stronger first-quarter growth profile. On May 6, Redwire reported first-quarter 2026 revenue of $97.0 million, up 57.9% year over year, with a record backlog of $498.1 million and a 1.92 book-to-bill ratio. Gross margin improved to 26.6%, although the company remained unprofitable. The growth case is tied to rising contract activity across ***** e infrastructure and microgravity research.
Redwire Corporation (NYSE:RDW) is an integrated ***** e and defense technology company that provides ***** e infrastructure, autonomous systems, microgravity research platforms, deployable structures, sensors, and related mission-critical technologies.
While we acknowledge the potential of RDW 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.
2 months ago
Ron Sellers excelled at football’s highest levels.
He was an All-American receiver at Florida State, a Super Bowl champion with the Miami Dolphins and a College Football Hall of Famer. Yet decades later, Sellers still speaks about the Seminoles’ 1960s teams with the kind of pride that only comes from having lived it.
“I had the pleasure of playing with some of the greatest players in FSU history,” Sellers told the Tallahassee Democrat. “Unfortunately, we’ve lost too many of them. But that’s what makes weekends like this so special — bringing everyone back together, along with the coaches and the people who meant so much to us.”
Now 79, Sellers has returned to Tallahassee for a highly anticipated reunion honoring coach Bill Peterson’s teams of the late 1960s — a stretch widely regarded as the foundation that lifted FSU into national relevance.
Close to 100 attendees — including roughly 45 former players, coaches, spouses and friends — are expected June 19–21 at The Lodge at Wakulla Springs, the same site where those teams stayed on the eve of home games at Doak Campbell Stadium.
He was an All-American receiver at Florida State, a Super Bowl champion with the Miami Dolphins and a College Football Hall of Famer. Yet decades later, Sellers still speaks about the Seminoles’ 1960s teams with the kind of pride that only comes from having lived it.
“I had the pleasure of playing with some of the greatest players in FSU history,” Sellers told the Tallahassee Democrat. “Unfortunately, we’ve lost too many of them. But that’s what makes weekends like this so special — bringing everyone back together, along with the coaches and the people who meant so much to us.”
Now 79, Sellers has returned to Tallahassee for a highly anticipated reunion honoring coach Bill Peterson’s teams of the late 1960s — a stretch widely regarded as the foundation that lifted FSU into national relevance.
Close to 100 attendees — including roughly 45 former players, coaches, spouses and friends — are expected June 19–21 at The Lodge at Wakulla Springs, the same site where those teams stayed on the eve of home games at Doak Campbell Stadium.
2 months ago
The last thing the rest of the SEC wants to see is Florida football become "Florida football" again.
For most of the past decade, Florida has been searching for consistency. During that stint, the Gators' rivals capitalized, gaining ground and putting the Orange and Blue in the rearview.
New additions to the conference also leapfrogged the Gators in both relevance and contention. Frequent turnover at head coach, roster overhauls and program dysfunction allowed the likes of South Carolina, Kentucky, Tennessee and Vanderbilt to gain ground in both recruiting and perception.
Gator Nation hopes that new head coach Jon Sumrall can awaken the sleeping giant and cement Florida as a factor in the SEC ****** le race. The momentum Sumrall has generated on the recruiting trail has already yielded a top-5 class.
The Gators have also been able to retain key stars who are coveted by college football powers from across the country. Perhaps most importantly, he's changed the outlook in Gainesville, Florida's fanbase has a reason to believe and find excitement for the upcoming campaign.
For most of the past decade, Florida has been searching for consistency. During that stint, the Gators' rivals capitalized, gaining ground and putting the Orange and Blue in the rearview.
New additions to the conference also leapfrogged the Gators in both relevance and contention. Frequent turnover at head coach, roster overhauls and program dysfunction allowed the likes of South Carolina, Kentucky, Tennessee and Vanderbilt to gain ground in both recruiting and perception.
Gator Nation hopes that new head coach Jon Sumrall can awaken the sleeping giant and cement Florida as a factor in the SEC ****** le race. The momentum Sumrall has generated on the recruiting trail has already yielded a top-5 class.
The Gators have also been able to retain key stars who are coveted by college football powers from across the country. Perhaps most importantly, he's changed the outlook in Gainesville, Florida's fanbase has a reason to believe and find excitement for the upcoming campaign.
