14 hours ago
Caitlin Clark's production this season has been questioned by some, but Robert Griffin III has explained why she's still exceptional.
The Indiana Fever are tied for the 4th best record in the WNBA this year, and Caitlin Clark has been a huge contributor to that. She missed most of last season with injury, but is now making up for it.
Despite her averaging 21.5 points and 8.0 ***** ists per game, however, some feel that Clark hasn't really elevated to the levels that she was expected to in her third season in the league.
Clark has as many haters as she has fans, so her performances make waves either way. And while some have tried to put her down, former Heisman Trophy winner Robert Griffin III has come to her defence.
Photo by Soobum Im/Getty Images
#clark #caitlin #fever
The Indiana Fever are tied for the 4th best record in the WNBA this year, and Caitlin Clark has been a huge contributor to that. She missed most of last season with injury, but is now making up for it.
Despite her averaging 21.5 points and 8.0 ***** ists per game, however, some feel that Clark hasn't really elevated to the levels that she was expected to in her third season in the league.
Clark has as many haters as she has fans, so her performances make waves either way. And while some have tried to put her down, former Heisman Trophy winner Robert Griffin III has come to her defence.
Photo by Soobum Im/Getty Images
#clark #caitlin #fever
1 day ago
The Brian Flores defense throws so many looks at you that it can be exceptionally confusing for opposing offenses to get anything going. Flores has been regarded as one of the best defensive coordinators in the NFL, and many believed he would be getting a Head Coach gig this offseason. Flores ultimately decided to stay in Minnesota, and one rookie compared his defense to the sport's biggest prize.
Vikings rookie cornerback Chuck Demmings told the media that he compares entering training camp to playing in the Super Bowl. Here is his full quote:
"Me coming out here right now, I treated it like it was the Super Bowl, because I don't want getting to a Super Bowl, or getting in preseason vs the Giants, or week 1 vs the Packers, for it to be that. When I'm out here, ok, I'm playing the Giants, this rep. Ok, we're playing the Packers this rep. Ok now we're in the Super Bowl this rep."
You do love to see the rookies taking every snap seriously. For Demmings, he was a fifth-round pick, meaning he will likely have to grind for significant playing time, but if this is already his mindset, he might turn out to be just fine for Minnesota.
This article originally appeared on Vikings Wire: Vikings draft pick compares getting ready for camp like 'Super Bowl'
#getting #playing
Vikings rookie cornerback Chuck Demmings told the media that he compares entering training camp to playing in the Super Bowl. Here is his full quote:
"Me coming out here right now, I treated it like it was the Super Bowl, because I don't want getting to a Super Bowl, or getting in preseason vs the Giants, or week 1 vs the Packers, for it to be that. When I'm out here, ok, I'm playing the Giants, this rep. Ok, we're playing the Packers this rep. Ok now we're in the Super Bowl this rep."
You do love to see the rookies taking every snap seriously. For Demmings, he was a fifth-round pick, meaning he will likely have to grind for significant playing time, but if this is already his mindset, he might turn out to be just fine for Minnesota.
This article originally appeared on Vikings Wire: Vikings draft pick compares getting ready for camp like 'Super Bowl'
#getting #playing
2 days ago
The Buffalo Bills were fantastic when they used three tight ends last season. In fact, only the Los Angeles Rams were better on offense when using heavy personnel groupings, as the Bills came in second in EPA per play out of 13 personnel at 15.7. They were also exceptional when using two tight ends, and they did so more than any other team in football.
An increase in usage for Buffalo's tight ends means that the team has to carry multiple top-flight options at the position. Or, perhaps it's because the Bills have multiple excellent options at tight end that the team chooses to forgo spread formations, using multiple tight ends instead.
Coming into the 2025 season, the top two names on the tight end depth chart received most of the attention. As the season progressed, however, it became apparent that the third man on that chart was no slouch. In today's edition of "91 players in 91 days," we discuss one of the best blocking tight ends in the NFL.
_____________________________________________________________________________
Name:Jackson Hawes
Number: 85
#multiple #options
An increase in usage for Buffalo's tight ends means that the team has to carry multiple top-flight options at the position. Or, perhaps it's because the Bills have multiple excellent options at tight end that the team chooses to forgo spread formations, using multiple tight ends instead.
Coming into the 2025 season, the top two names on the tight end depth chart received most of the attention. As the season progressed, however, it became apparent that the third man on that chart was no slouch. In today's edition of "91 players in 91 days," we discuss one of the best blocking tight ends in the NFL.
_____________________________________________________________________________
Name:Jackson Hawes
Number: 85
#multiple #options
2 days ago
Interestingly, despite being our most targeted area to strengthen in the summer market, the right side of the pitch again yielded the most rewards as we built our attacks. Le Bris once again played Trai Hume in a pseudo-wing role on the right, as waves of attacks developed between Hume himself, Habib Diarra, Brian Brobbey and the ever-excellent Nordi Mukiele.
It was Nordi, of course, who claimed the only goal of the match, slamming a low shot past the (quite poor) Wrexham goalkeeper on 34 minutes. It finished off a wonderful move involving three of the four aforementioned players, as Hume neatly found Brobbey inside the box, who in turn played Mukiele through on goal with a sublime first touch.
It was a good demonstration of how we like to build attacks through fluid positioning and overlaps, even without the out-and-out right winger we so desperately want to recruit. It was also a timely reminder of Nordi's exceptional quality at right-back, perhaps further cementing that as his primary position for the upcoming season.
Contributing to that excellent play on the right were the individual performances of Habib Diarra and Brian Brobbey. I thought both gave fantastic accounts of themselves and demonstrated just how influential they can be, albeit in very different ways.
Brobbey's hold-up play and tenacity to bully defenders were on full display as he essentially tortured Dominic Hyam for the duration of his appearance, earning the defender a yellow card and somehow having a blatant foul – and potential penalty – waved away. The **** ist for Nordi was a lovely bonus to cap off an excellent performance.
#hume #mukiele
It was Nordi, of course, who claimed the only goal of the match, slamming a low shot past the (quite poor) Wrexham goalkeeper on 34 minutes. It finished off a wonderful move involving three of the four aforementioned players, as Hume neatly found Brobbey inside the box, who in turn played Mukiele through on goal with a sublime first touch.
It was a good demonstration of how we like to build attacks through fluid positioning and overlaps, even without the out-and-out right winger we so desperately want to recruit. It was also a timely reminder of Nordi's exceptional quality at right-back, perhaps further cementing that as his primary position for the upcoming season.
Contributing to that excellent play on the right were the individual performances of Habib Diarra and Brian Brobbey. I thought both gave fantastic accounts of themselves and demonstrated just how influential they can be, albeit in very different ways.
Brobbey's hold-up play and tenacity to bully defenders were on full display as he essentially tortured Dominic Hyam for the duration of his appearance, earning the defender a yellow card and somehow having a blatant foul – and potential penalty – waved away. The **** ist for Nordi was a lovely bonus to cap off an excellent performance.
#hume #mukiele
2 days ago
LIVINGSTON, Mont. (AP) — Trout need cool water to survive, but record heat this summer has driven water temperatures to lethal levels for fish.
Wildlife officials are banning fishing during certain hours on rivers and streams across the U.S. West, following an exceptionally dry winter and amid widespread drought. Lower water levels mean rivers can heat more rapidly.
The restrictions aim to reduce stress on species including highly-prized trout. Anglers travel from around the world to find the fish in Yellowstone National Park or Western Montana's Blackfoot River, featured in the movie "A River Runs Through It."
More record temperatures are forecast this weekend as a heat wave in the Southwest expands north into the Rocky Mountains and east across the High Plains.
On the Yellowstone River near Livingston, Montana, California resident Mike Wever waded into the swiftly-moving water Friday with a fly fishing rod in one hand. He dipped his free hand into the water.
#yellowstone #record #temperatures
Wildlife officials are banning fishing during certain hours on rivers and streams across the U.S. West, following an exceptionally dry winter and amid widespread drought. Lower water levels mean rivers can heat more rapidly.
The restrictions aim to reduce stress on species including highly-prized trout. Anglers travel from around the world to find the fish in Yellowstone National Park or Western Montana's Blackfoot River, featured in the movie "A River Runs Through It."
More record temperatures are forecast this weekend as a heat wave in the Southwest expands north into the Rocky Mountains and east across the High Plains.
On the Yellowstone River near Livingston, Montana, California resident Mike Wever waded into the swiftly-moving water Friday with a fly fishing rod in one hand. He dipped his free hand into the water.
#yellowstone #record #temperatures
2 days ago
Yes, receiver DeAndre Hopkins has taken a coaching job at Georgia Tech. No, he hasn't closed the door on playing in 2026.
"I haven't retired from the NFL," Hopkins posted Saturday on Twitter, via Andy Backstrom of Yahoo Sports. "But if you're a WR and you want to be great, come to Georgia Tech football."
Hopkins, 34, is keeping himself busy as he waits for another opportunity.
"DeAndre is one of the greatest receivers of all time, but his value to our program goes far beyond that," Georgia Tech head coach Brent Key said in the statement announcing Hopkins's arrival. "He has an exceptional knowledge of what we're doing on offense due to his long relationship with [offensive coordinator] George Godsey and strong familiarity with the ACC, but, most importantly, he's a leader of men that I'm very excited for our players to be around, on and off the field."
Hopkins, who spent time working with the Patriots' coaching staff early in camp, would prefer not to be around, if that means continuing to play. For now, opportunity hasn't knocked. Hopkins wants the league to know that, even as he works as a coach, he's ready to keep playing.
#Tech #time #coach
"I haven't retired from the NFL," Hopkins posted Saturday on Twitter, via Andy Backstrom of Yahoo Sports. "But if you're a WR and you want to be great, come to Georgia Tech football."
Hopkins, 34, is keeping himself busy as he waits for another opportunity.
"DeAndre is one of the greatest receivers of all time, but his value to our program goes far beyond that," Georgia Tech head coach Brent Key said in the statement announcing Hopkins's arrival. "He has an exceptional knowledge of what we're doing on offense due to his long relationship with [offensive coordinator] George Godsey and strong familiarity with the ACC, but, most importantly, he's a leader of men that I'm very excited for our players to be around, on and off the field."
Hopkins, who spent time working with the Patriots' coaching staff early in camp, would prefer not to be around, if that means continuing to play. For now, opportunity hasn't knocked. Hopkins wants the league to know that, even as he works as a coach, he's ready to keep playing.
#Tech #time #coach
2 days ago
Microsoft (MSFT) just reported the quarter investors wanted to see. While investors punished Meta (META) for its disappointing Q2, they celebrated Microsoft's results. MSFT stock closed 15.51% higher Thursday, even though it is down 4% year-to-date (YTD). Microsoft delivered accelerating AI demand, exceptional financial strength despite high spending, and growing evidence that its massive AI investments are already translating into higher profits.
Here are the three biggest reasons investors rushed to buy MSFT stock.
Cathie Wood Doubles Down on Tesla and **** eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#thursday
Here are the three biggest reasons investors rushed to buy MSFT stock.
Cathie Wood Doubles Down on Tesla and **** eX as Wall Street Turns Cautious
Why BlackRock Is Betting Big on Ondas Stock Now
Hoping for Lower Prices at the Gas Pump? After Exxon Doubles Profits, CEO Darren Woods Says 'I Wouldn't Hold My Breath.'
#thursday
2 days ago
Claudia Pechstein, whose nine medals are Germany's most for a Winter Olympian, has been appointed national team coach for the allround speed skating team.
The governing body DESG said on Sunday that Pechstein now has the job on a permanent basis after previously acting on an interim basis.
Pechstein, 54, competed at eight Winter Games between 1992 and 2022, winning five gold, two silver and two bronze medals. She also has 42 medals from world championhips, six of them gold.
The DESG said that Pechstein has "an exceptionally long track record and outstanding international experience in speed skating" with many years at the top level.
She has also completed a coaching diploma at the Coaching Academy of the German Olympic Sports Confederation (DOSB).
#medals
The governing body DESG said on Sunday that Pechstein now has the job on a permanent basis after previously acting on an interim basis.
Pechstein, 54, competed at eight Winter Games between 1992 and 2022, winning five gold, two silver and two bronze medals. She also has 42 medals from world championhips, six of them gold.
The DESG said that Pechstein has "an exceptionally long track record and outstanding international experience in speed skating" with many years at the top level.
She has also completed a coaching diploma at the Coaching Academy of the German Olympic Sports Confederation (DOSB).
#medals
3 days ago
Interested in Polaris Renewable Energy Inc.? Here are five stocks we like better.
Second-quarter generation fell 7.7% year over year, while revenue declined 5% and adjusted EBITDA dropped 11%, primarily due to Dominican Republic curtailment, lower Nicaragua geothermal output and more normal hydro conditions in Peru and Ecuador.
Dominican Republic curtailment improved to 29% in the quarter from 42% in Q1, while Nicaragua's binary plant operated about 0.75 MW below capacity; Polaris expects a potential recovery through an acidification program in early 2027.
Polaris is advancing growth projects, including the Puerto Rico ASAP battery project targeted for mid-2027 operation and 250 MW of solar capacity in Mexico with battery storage. Management estimates the Mexican projects could generate roughly $25 million to $30 million in combined EBITDA.
Polaris Renewable Energy (TSE:PIF) reported lower second-quarter generation and financial results compared with an exceptionally strong period a year earlier, as curtailment in the Dominican Republic, normalizing hydrological conditions and expected geothermal declines weighed on output.
#republic #year
Second-quarter generation fell 7.7% year over year, while revenue declined 5% and adjusted EBITDA dropped 11%, primarily due to Dominican Republic curtailment, lower Nicaragua geothermal output and more normal hydro conditions in Peru and Ecuador.
Dominican Republic curtailment improved to 29% in the quarter from 42% in Q1, while Nicaragua's binary plant operated about 0.75 MW below capacity; Polaris expects a potential recovery through an acidification program in early 2027.
Polaris is advancing growth projects, including the Puerto Rico ASAP battery project targeted for mid-2027 operation and 250 MW of solar capacity in Mexico with battery storage. Management estimates the Mexican projects could generate roughly $25 million to $30 million in combined EBITDA.
Polaris Renewable Energy (TSE:PIF) reported lower second-quarter generation and financial results compared with an exceptionally strong period a year earlier, as curtailment in the Dominican Republic, normalizing hydrological conditions and expected geothermal declines weighed on output.
#republic #year
3 days ago
The buzz around DeAndre Hopkins is that he is joining the coaching staff at Georgia Tech.
The school announced the news on Friday, July 31 that the NFL star and former Clemson standout will be an ***** istant wide receivers coach for the Yellow Jackets.
"DeAndre is one of the greatest receivers of all-time, but his value to our program goes far beyond the that," Georgia Tech head football coach Brent Key said on the team's website. "He has an exceptional knowledge of what we're doing on offense due his long relationship with (offensive coordinator) George Godsey and strong familiarity with the ACC, but most importantly, he's a leader of men that I'm very excited for our players to be around, on and off the field."
A day after the school announced his coaching position, Hopkins, who is currently a free agent, posted about his new role on X and gave clarity on his status in the NFL.
"I Haven't retired from the NFL," he said. "… But if you're a WR and you want to be great, come to GeorgiaTechFB."
#announced
The school announced the news on Friday, July 31 that the NFL star and former Clemson standout will be an ***** istant wide receivers coach for the Yellow Jackets.
"DeAndre is one of the greatest receivers of all-time, but his value to our program goes far beyond the that," Georgia Tech head football coach Brent Key said on the team's website. "He has an exceptional knowledge of what we're doing on offense due his long relationship with (offensive coordinator) George Godsey and strong familiarity with the ACC, but most importantly, he's a leader of men that I'm very excited for our players to be around, on and off the field."
A day after the school announced his coaching position, Hopkins, who is currently a free agent, posted about his new role on X and gave clarity on his status in the NFL.
"I Haven't retired from the NFL," he said. "… But if you're a WR and you want to be great, come to GeorgiaTechFB."
#announced
4 days ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Record performance was driven by exceptional operational reliability and commercial execution across all three segments amid significant geopolitical volatility.
Refining margins benefited from a constructive environment characterized by low global product inventories and limited excess refining capacity.
The U.S. Gulf Coast remains a primary strategic advantage due to abundant domestic production and access to diverse feedstocks, including Canadian and Venezuelan crudes.
Renewable Diesel and Ethanol segments saw structural tailwinds as the RVO and D4 RIN values increased at a rate faster than feedstock fat prices.
#segments #tell
Record performance was driven by exceptional operational reliability and commercial execution across all three segments amid significant geopolitical volatility.
Refining margins benefited from a constructive environment characterized by low global product inventories and limited excess refining capacity.
The U.S. Gulf Coast remains a primary strategic advantage due to abundant domestic production and access to diverse feedstocks, including Canadian and Venezuelan crudes.
Renewable Diesel and Ethanol segments saw structural tailwinds as the RVO and D4 RIN values increased at a rate faster than feedstock fat prices.
#segments #tell
4 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
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
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
4 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Exceptional organic revenue growth of 19.6% was driven by mission-critical projects, particularly within the network and communications sector which houses the data center business.
Electrical Construction margins expanded 210 basis points due to superior field execution and a favorable project mix, while Mechanical Construction saw a mix shift toward lower-margin prime contractor and cost-plus roles.
The company achieved significant operating leverage, reducing SG&A margin by 50 basis points even as revenues grew nearly 20%, reflecting the scalability of the current overhead structure.
Management attributes sustained success to 'enduring fundamentals,' specifically prefabrication capabilities, virtual design and construction (VDC) technology, and disciplined labor management.
#construction #Margin #tell #exceptional
Exceptional organic revenue growth of 19.6% was driven by mission-critical projects, particularly within the network and communications sector which houses the data center business.
Electrical Construction margins expanded 210 basis points due to superior field execution and a favorable project mix, while Mechanical Construction saw a mix shift toward lower-margin prime contractor and cost-plus roles.
The company achieved significant operating leverage, reducing SG&A margin by 50 basis points even as revenues grew nearly 20%, reflecting the scalability of the current overhead structure.
Management attributes sustained success to 'enduring fundamentals,' specifically prefabrication capabilities, virtual design and construction (VDC) technology, and disciplined labor management.
#construction #Margin #tell #exceptional
4 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted CarMax, Inc. (NYSE:KMX), which it exited during the year. CarMax, Inc. (NYSE:KMX) is a used vehicle retailer headquartered in Richmond, Virginia. On July 29, 2026, CarMax, Inc. (NYSE:KMX) closed at $59.11 per share, reflecting a market capitalization of $8.39 billion. CarMax, Inc. (NYSE:KMX) posted a one-month return of 15.95%, while its shares gained 1.87% over the past 52 weeks.
Vulcan Value Partners stated the following regarding CarMax, Inc. (NYSE:KMX) in its Q2 2026 investor update:
"CarMax, Inc.'s (NYSE:KMX) stock performed well during the quarter. Fiscal 1Q 2027 (which ends in May) results were in line with management expectations and volumes continued to respond favorably to targeted investments in price. We are excited about the new CEO, Keith Barr, who was hired earlier this year. Our favorable impression of Keith dates back to his long successful tenure as CEO of InterContinental Hotels Group, another MVP company. With the stock price rising and our value stable, we took the opportunity to reallocate capital to more discounted names in the portfolio."
CarMax, Inc. (NYSE:KMX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge fund portfolios held CarMax, Inc. (NYSE:KMX) at the end of the first quarter, compared to 52 in the previous quarter. While we acknowledge the potential of CarMax, Inc. (NYSE:KMX) 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.
#NYSE #value #partners #quarter
In its Q2 2026 investor letter, Vulcan Value Partners highlighted CarMax, Inc. (NYSE:KMX), which it exited during the year. CarMax, Inc. (NYSE:KMX) is a used vehicle retailer headquartered in Richmond, Virginia. On July 29, 2026, CarMax, Inc. (NYSE:KMX) closed at $59.11 per share, reflecting a market capitalization of $8.39 billion. CarMax, Inc. (NYSE:KMX) posted a one-month return of 15.95%, while its shares gained 1.87% over the past 52 weeks.
Vulcan Value Partners stated the following regarding CarMax, Inc. (NYSE:KMX) in its Q2 2026 investor update:
"CarMax, Inc.'s (NYSE:KMX) stock performed well during the quarter. Fiscal 1Q 2027 (which ends in May) results were in line with management expectations and volumes continued to respond favorably to targeted investments in price. We are excited about the new CEO, Keith Barr, who was hired earlier this year. Our favorable impression of Keith dates back to his long successful tenure as CEO of InterContinental Hotels Group, another MVP company. With the stock price rising and our value stable, we took the opportunity to reallocate capital to more discounted names in the portfolio."
CarMax, Inc. (NYSE:KMX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge fund portfolios held CarMax, Inc. (NYSE:KMX) at the end of the first quarter, compared to 52 in the previous quarter. While we acknowledge the potential of CarMax, Inc. (NYSE:KMX) 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.
#NYSE #value #partners #quarter
4 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
4 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Veeva Systems Inc. (NYSE:VEEV), noting its inclusion in the firm's All-Cap strategy this quarter. Veeva Systems Inc. (NYSE:VEEV) is a technology company that provides a cloud-based software platform for the life sciences industry. On July 29, 2026, Veeva Systems Inc. (NYSE:VEEV) closed at $207.91 per share, reflecting a market capitalization of $33.77 billion. Veeva Systems Inc. (NYSE:VEEV) posted a one-month return of 7.87%, while its shares lost 26.84% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Veeva Systems Inc. (NYSE:VEEV) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc. (NYSE:VEEV), Equifax Inc., and ServiceNow Inc. Veeva is the dominant vertical market software system of record for the life sciences industry. Their customers rely on and trust Veeva to help them run their entire business. Everything from the development, regulatory approval, and manufacturing of drugs to the selling and marketing of drugs runs on Veeva's platform.
Veeva grew revenue and EBIT 16% and 24%, respectively in 2025 and it is off to a strong start in 2026. Despite these strong results, the stock is down close to 20% year to date through the end of June in sympathy with the rest of the application software sector.…." (Click here to read the full text)
#systems #veev #vulcan #quarter
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Veeva Systems Inc. (NYSE:VEEV), noting its inclusion in the firm's All-Cap strategy this quarter. Veeva Systems Inc. (NYSE:VEEV) is a technology company that provides a cloud-based software platform for the life sciences industry. On July 29, 2026, Veeva Systems Inc. (NYSE:VEEV) closed at $207.91 per share, reflecting a market capitalization of $33.77 billion. Veeva Systems Inc. (NYSE:VEEV) posted a one-month return of 7.87%, while its shares lost 26.84% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Veeva Systems Inc. (NYSE:VEEV) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc. (NYSE:VEEV), Equifax Inc., and ServiceNow Inc. Veeva is the dominant vertical market software system of record for the life sciences industry. Their customers rely on and trust Veeva to help them run their entire business. Everything from the development, regulatory approval, and manufacturing of drugs to the selling and marketing of drugs runs on Veeva's platform.
Veeva grew revenue and EBIT 16% and 24%, respectively in 2025 and it is off to a strong start in 2026. Despite these strong results, the stock is down close to 20% year to date through the end of June in sympathy with the rest of the application software sector.…." (Click here to read the full text)
#systems #veev #vulcan #quarter
4 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 29, 2026, SAP SE (NYSE:SAP) closed at $185.99 per share, reflecting a market capitalization of $214.67 billion. SAP SE (NYSE:SAP) posted a one-month return of 14.39%, while its shares lost 35.13% over the past 52 weeks.
Vulcan Value Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"SAP SE (NYSE:SAP) is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates. SAP's Q1 results were very strong, with total revenue up 12% and EBIT up 16%. Cloud revenue grew 27% and their cloud backlog grew 25%. They also repurchased €2.6B of stock in the quarter and maintained full-year guidance. Our value continues to grow and we believe its shares remain significantly discounted. We took advantage of stock price volatility to add to our position in SAP during the quarter."
SAP SE (NYSE:SAP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held SAP SE (NYSE:SAP) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of SAP SE (NYSE:SAP) 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.
#letter
In its Q2 2026 investor letter, Vulcan Value Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 29, 2026, SAP SE (NYSE:SAP) closed at $185.99 per share, reflecting a market capitalization of $214.67 billion. SAP SE (NYSE:SAP) posted a one-month return of 14.39%, while its shares lost 35.13% over the past 52 weeks.
Vulcan Value Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"SAP SE (NYSE:SAP) is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates. SAP's Q1 results were very strong, with total revenue up 12% and EBIT up 16%. Cloud revenue grew 27% and their cloud backlog grew 25%. They also repurchased €2.6B of stock in the quarter and maintained full-year guidance. Our value continues to grow and we believe its shares remain significantly discounted. We took advantage of stock price volatility to add to our position in SAP during the quarter."
SAP SE (NYSE:SAP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held SAP SE (NYSE:SAP) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of SAP SE (NYSE:SAP) 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.
#letter
4 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted PROG Holdings, Inc. (NYSE:PRG). Based in Draper, Utah, PROG Holdings, Inc. (NYSE:PRG) is a financial technology holding company. On July 29, 2026, PROG Holdings, Inc. (NYSE:PRG) closed at $42.78 per share, reflecting a market capitalization of $1.71 billion. PROG Holdings, Inc. (NYSE:PRG) posted a one-month return of -3.06%, while its shares gained 34.36% over the past 52 weeks.
Vulcan Value Partners stated the following regarding PROG Holdings, Inc. (NYSE:PRG) in its Q2 2026 investor update:
"PROG Holdings, Inc. (NYSE:PRG) provides lease-to-own financing to retailers and their non-prime customers. Its acquisition of Purchasing Power closed in the first quarter, which brings another attractive tool to the company's financing ecosystem. Additionally, the business, especially its buy now, pay later business, Four Technologies, has continued to execute well in a mixed environment."
PROG Holdings, Inc. (NYSE:PRG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held PROG Holdings, Inc. (NYSE:PRG) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of PROG Holdings, Inc. (NYSE:PRG) 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.
#prog #NYSE
In its Q2 2026 investor letter, Vulcan Value Partners highlighted PROG Holdings, Inc. (NYSE:PRG). Based in Draper, Utah, PROG Holdings, Inc. (NYSE:PRG) is a financial technology holding company. On July 29, 2026, PROG Holdings, Inc. (NYSE:PRG) closed at $42.78 per share, reflecting a market capitalization of $1.71 billion. PROG Holdings, Inc. (NYSE:PRG) posted a one-month return of -3.06%, while its shares gained 34.36% over the past 52 weeks.
Vulcan Value Partners stated the following regarding PROG Holdings, Inc. (NYSE:PRG) in its Q2 2026 investor update:
"PROG Holdings, Inc. (NYSE:PRG) provides lease-to-own financing to retailers and their non-prime customers. Its acquisition of Purchasing Power closed in the first quarter, which brings another attractive tool to the company's financing ecosystem. Additionally, the business, especially its buy now, pay later business, Four Technologies, has continued to execute well in a mixed environment."
PROG Holdings, Inc. (NYSE:PRG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held PROG Holdings, Inc. (NYSE:PRG) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of PROG Holdings, Inc. (NYSE:PRG) 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.
#prog #NYSE
4 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Badger Meter, Inc. (NYSE:BMI), a recent addition to the firm's small‑cap strategy. Badger Meter, Inc. (NYSE:BMI) is a US-based flow measurement, quality, control, and communication solutions company with a strong focus on Utility water smart metering solutions and software technologies. On July 29, 2026, Badger Meter, Inc. (NYSE:BMI) closed at $133.54 per share, reflecting a market capitalization of $3.87 billion. Badger Meter, Inc. (NYSE:BMI) posted a one-month return of -8.61%, while its shares lost 29.38% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Badger Meter, Inc. (NYSE:BMI) in its Q2 2026 investor update:
"We purchased Badger Meter, Inc. (NYSE:BMI) and TPG Inc. during the quarter. Badger Meter is the only pure-play, publicly traded manufacturer of water meters in North America. More than 120 years old, the company now supports over 50,000 water utilities across the country. It is one of three players that have controlled roughly 85% of the North American water meter market for decades. Water meters are essential tools for water utilities in generating revenue. If meter readings are outdated or inaccurate, the utility risks losing revenue by underbilling end customers. Given the cost of failure is high, it comes as no surprise that 85% of Badger Meter's revenue is derived from replacement demand. In addition to stable unit volume growth over the long term, Badger Meter has and will continue to benefit from positive mix benefits tied to its advanced metering infrastructure and ***** ociated software offering, both of which carry higher margins. Despite slowing industry growth due to difficult post-Covid comparisons, we expect operating performance to improve as the company executes against its strong pipeline of opportunities over the coming years. Badger Meter has a long history of profitable growth, is supported by a net cash balance sheet, and is led by a management team compensated on metrics such as FCF conversion and returns on invested capital. After many years of watching the company's success from afar, we
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Badger Meter, Inc. (NYSE:BMI), a recent addition to the firm's small‑cap strategy. Badger Meter, Inc. (NYSE:BMI) is a US-based flow measurement, quality, control, and communication solutions company with a strong focus on Utility water smart metering solutions and software technologies. On July 29, 2026, Badger Meter, Inc. (NYSE:BMI) closed at $133.54 per share, reflecting a market capitalization of $3.87 billion. Badger Meter, Inc. (NYSE:BMI) posted a one-month return of -8.61%, while its shares lost 29.38% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Badger Meter, Inc. (NYSE:BMI) in its Q2 2026 investor update:
"We purchased Badger Meter, Inc. (NYSE:BMI) and TPG Inc. during the quarter. Badger Meter is the only pure-play, publicly traded manufacturer of water meters in North America. More than 120 years old, the company now supports over 50,000 water utilities across the country. It is one of three players that have controlled roughly 85% of the North American water meter market for decades. Water meters are essential tools for water utilities in generating revenue. If meter readings are outdated or inaccurate, the utility risks losing revenue by underbilling end customers. Given the cost of failure is high, it comes as no surprise that 85% of Badger Meter's revenue is derived from replacement demand. In addition to stable unit volume growth over the long term, Badger Meter has and will continue to benefit from positive mix benefits tied to its advanced metering infrastructure and ***** ociated software offering, both of which carry higher margins. Despite slowing industry growth due to difficult post-Covid comparisons, we expect operating performance to improve as the company executes against its strong pipeline of opportunities over the coming years. Badger Meter has a long history of profitable growth, is supported by a net cash balance sheet, and is led by a management team compensated on metrics such as FCF conversion and returns on invested capital. After many years of watching the company's success from afar, we
4 days ago
I broke down the 2027 scouting classes in my early summer scouting series, and the room has a ton of potential with a long list of potential standout players. I broke down the offense and defense in articles and I suggest reading those for a broad aspect of the room. The Raiders do have some talent on the interior OL, and I'd expect Las Vegas to add more in 2027 as John Spytek does.
These rankings are extremely early, and they will evolve over not only the summer but the next 8-10 months throughout the season, and into draft season. Some lists will feature 10, 15, 20, or more ranked prospects but I'll include others on the list below to note.
Colin Simmons, Texas – 6'3/245, Jr
Simmons is twitched up, and he'll have a race to be the first EDGE off the board with Dylan Stewart. He's posted a career 29.5 TFL and 21 sacks in two seasons and he's extremely athletic, strong, and shows a ton of pass rush moves. Simmons converts his speed to power, uses his full body, and plays with extreme violence. While slightly undersized, Simmons does have elite length, he is extremely quick off the ball, and moves exceptionally well when working laterally. Simmons has the ability to anchor vs the run, shows great lower body flexibility, and his biggest goal in 2026 is to continue developing and stay healthy. Simmons reminds me a lot of Jared Verse, and should be a perennial Pro Bowler in the NFL.
Dylan Stewart, South Carolina – 6'5/250, Jr
#extremely #stewart #broke #early
These rankings are extremely early, and they will evolve over not only the summer but the next 8-10 months throughout the season, and into draft season. Some lists will feature 10, 15, 20, or more ranked prospects but I'll include others on the list below to note.
Colin Simmons, Texas – 6'3/245, Jr
Simmons is twitched up, and he'll have a race to be the first EDGE off the board with Dylan Stewart. He's posted a career 29.5 TFL and 21 sacks in two seasons and he's extremely athletic, strong, and shows a ton of pass rush moves. Simmons converts his speed to power, uses his full body, and plays with extreme violence. While slightly undersized, Simmons does have elite length, he is extremely quick off the ball, and moves exceptionally well when working laterally. Simmons has the ability to anchor vs the run, shows great lower body flexibility, and his biggest goal in 2026 is to continue developing and stay healthy. Simmons reminds me a lot of Jared Verse, and should be a perennial Pro Bowler in the NFL.
Dylan Stewart, South Carolina – 6'5/250, Jr
#extremely #stewart #broke #early
4 days ago
Ex-PFL fighter Logan Storley had the charges against him dropped after he was arrested on **** ual **** ault allegations back in May in Key West, Fla.
Online records in Monroe County show that prosecutors closed the case while canceling the next court hearing, which was originally scheduled for Aug. 3. No further details were made available, but the case is now closed and Storley is cleared from the charges.
"We are pleased that the criminal case involving Logan Storley has been resolved through a pretrial diversion program, after which the State has agreed to dismiss the charges," Storley's manager and attorney David Martin said in a statement sent to MMA Fighting.
"We want to thank attorneys Jeff and Diego Weiner for their exceptional representation and most importantly, we want to thank everyone who refused to rush to judgment. The presumption of innocence remains a cornerstone of our criminal justice system, and every person deserves fairness, due process, and the opportunity to have their case decided based on the facts, not public opinion.
"Logan is committed to becoming the best version of himself and looks forward to focusing on his family, his career, and the opportunities that lie ahead."
#storley #case #charges #criminal
Online records in Monroe County show that prosecutors closed the case while canceling the next court hearing, which was originally scheduled for Aug. 3. No further details were made available, but the case is now closed and Storley is cleared from the charges.
"We are pleased that the criminal case involving Logan Storley has been resolved through a pretrial diversion program, after which the State has agreed to dismiss the charges," Storley's manager and attorney David Martin said in a statement sent to MMA Fighting.
"We want to thank attorneys Jeff and Diego Weiner for their exceptional representation and most importantly, we want to thank everyone who refused to rush to judgment. The presumption of innocence remains a cornerstone of our criminal justice system, and every person deserves fairness, due process, and the opportunity to have their case decided based on the facts, not public opinion.
"Logan is committed to becoming the best version of himself and looks forward to focusing on his family, his career, and the opportunities that lie ahead."
#storley #case #charges #criminal
4 days ago
The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer price sensitivity. Since average auto loan interest rates are still more than 8%, consumers are delaying expensive discretionary upgrades, extending payment terms, and challenging aggressive price hikes. Legacy OEMs have been forced to give up unrestricted EV capital expenditure targets because of the sharp slowdown amid an overall shift to electric vehicles. That said, not every auto manufacturer is performing on the same level, with General Motors Co (NYSE:GM) and Ford Motor Company (NYSE:F) serving as a case study on these dynamics.
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
5 days ago
SoFi (SOFI) stock fell 9% on Wednesday morning after it reported second quarter earnings. Despite posting its eighth consecutive quarter of record revenue and raising full-year sales guidance, concerns swirled around its costs and soaring consumer lending.
The fintech bank reported $1.2 billion in net revenue. Net income beat ****** yst estimates, rising 61% from the year-ago period to $157 million, or $0.12 adjusted earnings per share (EPS). ****** ysts were expecting $0.11 per share.
"We had nothing short of an exceptional quarter," CEO Anthony Noto said during the Wednesday morning earnings call.
SoFi also raised its adjusted revenue guidance for the full year to between $4.75 billion and $4.85 billion. But it left its adjusted EPS forecast unchanged at $0.60, raising questions about its added spending.
#quarter #earnings #year #billion
The fintech bank reported $1.2 billion in net revenue. Net income beat ****** yst estimates, rising 61% from the year-ago period to $157 million, or $0.12 adjusted earnings per share (EPS). ****** ysts were expecting $0.11 per share.
"We had nothing short of an exceptional quarter," CEO Anthony Noto said during the Wednesday morning earnings call.
SoFi also raised its adjusted revenue guidance for the full year to between $4.75 billion and $4.85 billion. But it left its adjusted EPS forecast unchanged at $0.60, raising questions about its added spending.
#quarter #earnings #year #billion
5 days ago
Amphenol Corporation (NYSE:APH) reported stronger-than-expected second-quarter results and issued an upbeat third-quarter outlook, driven by robust demand for AI-related data communications products and contributions from recent acquisitions. The company's shares rose around 7% in premarket trading following the announcement.
The connector manufacturer posted adjusted earnings of $1.35 per share, comfortably ahead of Wall Street's consensus estimate of $1.16.
Revenue increased to $8.76 billion from $5.65 billion a year earlier, surpassing ****** ysts' expectations of $8.19 billion. Organic sales grew 30% during the quarter, while orders reached a record $10.7 billion, resulting in a book-to-bill ratio of 1.23.
Amphenol said exceptional demand for its IT datacom products continued to support strong performance as investment in artificial intelligence infrastructure accelerated.
Chairman and Chief Executive Officer R. Adam Norwitt highlighted the company's broad-based momentum across multiple end markets, led by outstanding organic growth within its IT datacom business.
#billion #amphenol #organic #wall
The connector manufacturer posted adjusted earnings of $1.35 per share, comfortably ahead of Wall Street's consensus estimate of $1.16.
Revenue increased to $8.76 billion from $5.65 billion a year earlier, surpassing ****** ysts' expectations of $8.19 billion. Organic sales grew 30% during the quarter, while orders reached a record $10.7 billion, resulting in a book-to-bill ratio of 1.23.
Amphenol said exceptional demand for its IT datacom products continued to support strong performance as investment in artificial intelligence infrastructure accelerated.
Chairman and Chief Executive Officer R. Adam Norwitt highlighted the company's broad-based momentum across multiple end markets, led by outstanding organic growth within its IT datacom business.
#billion #amphenol #organic #wall
5 days ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Record second-quarter performance was driven by 5% core sales growth and exceptional operational execution, resulting in a record 21.3% adjusted operating margin.
Aerospace and Advanced Technologies (AAT) saw 13% core growth fueled by broad-based demand across commercial and military markets, with record backlog reaching nearly $1.3 billion.
Process Flow Technologies (PFT) achieved its second consecutive quarter of sequential core backlog growth, signaling a recovery in industrial and chemical end markets.
Management attributes margin expansion to favorable pricing, strong productivity, and disciplined cost management, which more than offset temporary dilution from recent acquisitions.
#technologies #Margin
Record second-quarter performance was driven by 5% core sales growth and exceptional operational execution, resulting in a record 21.3% adjusted operating margin.
Aerospace and Advanced Technologies (AAT) saw 13% core growth fueled by broad-based demand across commercial and military markets, with record backlog reaching nearly $1.3 billion.
Process Flow Technologies (PFT) achieved its second consecutive quarter of sequential core backlog growth, signaling a recovery in industrial and chemical end markets.
Management attributes margin expansion to favorable pricing, strong productivity, and disciplined cost management, which more than offset temporary dilution from recent acquisitions.
#technologies #Margin
5 days ago
The Indiana State athletic department announced a $300,000 donation to the men's basketball program from the Wilkinson family Thursday.
The commitment will directly enhance the student-athlete experience by providing critical resources that support the continued growth and success of the men's basketball program.
"This investment from the Wilkinson family will have an immediate impact on the student-athlete experience within our basketball program," Indiana State vice president and director of athletics Nathan Christensen said. "We are appreciative of everything the Wilkinson family has done and continues to do to help elevate Indiana State men's basketball."
In a press release by the program, coach Matthew Graves said he was grateful for the support of the Wilkinson family with their commitment to the program.
"When we sat down with Leslie, she wanted to know which areas would have the greatest impact on our players and our program," Graves said. "With her generous support, we were able to address these needs, which will ultimately elevate our men's basketball program and provide an exceptional student-athlete experience."
#wilkinson #indiana #family #experience
The commitment will directly enhance the student-athlete experience by providing critical resources that support the continued growth and success of the men's basketball program.
"This investment from the Wilkinson family will have an immediate impact on the student-athlete experience within our basketball program," Indiana State vice president and director of athletics Nathan Christensen said. "We are appreciative of everything the Wilkinson family has done and continues to do to help elevate Indiana State men's basketball."
In a press release by the program, coach Matthew Graves said he was grateful for the support of the Wilkinson family with their commitment to the program.
"When we sat down with Leslie, she wanted to know which areas would have the greatest impact on our players and our program," Graves said. "With her generous support, we were able to address these needs, which will ultimately elevate our men's basketball program and provide an exceptional student-athlete experience."
#wilkinson #indiana #family #experience
5 days ago
ST. PETERSBURG, Fla. - Bryan Baker of the Tampa Bay Rays pitches against the Cleveland Guardians during the ninth inning at Tropicana Field on July 26, 2026 in St. Petersburg, Florida. (Photo by Mike Carlson/Getty Images)
In the aftermath of a 3-0 win over the Rangers on Wednesday evening, Ryan Vilade said he did not want to face Bryan Baker. The Rays' infielder/outfielder shares a clubhouse with the righthanded closer, so stepping into the batter's box against Baker is not a concern. For Rays' opponents, facing Baker has been a nightmare in 2026.
"To see 'Big Bake' running in from the bullpen with the lights (flashing on and off) and (music) playing, it gets everyone fired up," said Vilade, whose exceptional work (9 HR, 35 RBI, .804 OPS) in a part-time role has often aided the Rays in getting to their closer. "I'm glad he's on our team and whenever we get to the ninth with him on the ***** p, we feel pretty good."
For good reason. The 6-foot-6 Baker nailed down his 30th save of the season Thursday afternoon in the series finale with Texas to tie with Cleveland's Cade Smith for the MLB lead. The 31-year-old heads into a weekend series versus the visiting White Sox having converted 19 straight save opportunities, a stretch that began May 17. During that span, which totals 24 appearances, Baker has allowed one run. That was a solo homer to Kansas City's Josh Rojas on June 24, an outing in which Baker shrugged it off to record his 20th save.
"I have been feeding off the catchers and going for what they see and what they've kind of seen the whole game and let the defenders work behind me," said Baker, when asked about the run he is on. "It's been a lot more (pitching to) contact lately, which as long as there's zeros are on board, I'm good."
#rays #ninth #work
In the aftermath of a 3-0 win over the Rangers on Wednesday evening, Ryan Vilade said he did not want to face Bryan Baker. The Rays' infielder/outfielder shares a clubhouse with the righthanded closer, so stepping into the batter's box against Baker is not a concern. For Rays' opponents, facing Baker has been a nightmare in 2026.
"To see 'Big Bake' running in from the bullpen with the lights (flashing on and off) and (music) playing, it gets everyone fired up," said Vilade, whose exceptional work (9 HR, 35 RBI, .804 OPS) in a part-time role has often aided the Rays in getting to their closer. "I'm glad he's on our team and whenever we get to the ninth with him on the ***** p, we feel pretty good."
For good reason. The 6-foot-6 Baker nailed down his 30th save of the season Thursday afternoon in the series finale with Texas to tie with Cleveland's Cade Smith for the MLB lead. The 31-year-old heads into a weekend series versus the visiting White Sox having converted 19 straight save opportunities, a stretch that began May 17. During that span, which totals 24 appearances, Baker has allowed one run. That was a solo homer to Kansas City's Josh Rojas on June 24, an outing in which Baker shrugged it off to record his 20th save.
"I have been feeding off the catchers and going for what they see and what they've kind of seen the whole game and let the defenders work behind me," said Baker, when asked about the run he is on. "It's been a lot more (pitching to) contact lately, which as long as there's zeros are on board, I'm good."
#rays #ninth #work
6 days ago
O'Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter experienced strong equity rallies, with the S&P 500 gaining 15.2% and the Nasdaq 21.4%, marking the best quarter since Q2 2020. While the software sector faced challenges, with the iShares Software ETF dropping ~27% before a rally, reflecting high volatility. This volatility is seen as an opportunity, despite the potential for 'dead money' in underperforming stocks. The firm remains cautious, focuses on owning durable businesses at reasonable prices, holding cash, and hedging risks to navigate unpredictability. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC) is a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry. On July 27, 2026, Sotera Health Company (NASDAQ:SHC) closed at $17.24 per share, reflecting a market capitalization of $4.92 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of -2.87%, while its shares gained 42.01% over the past 52 weeks.
O'Keeffe Stevens Advisory stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor update:
"Sotera Health Company (NASDAQ:SHC): We have been following Sotera Health for several years. The business is exceptional: a sterilization duopoly with Sterigenics and Steris combined controlling an estimated 70% of the sterilization market. Sotera's Sterigenics business boasts 50% EBITDA margins, mission-critical regulated services, and cobalt-60 production that is nearly impossible to replicate. Yet we never bought it because of one thing: Warburg Pincus held a material stake and was consistently selling into the market. We do not buy high quality businesses where forced sellers will pressure the stock regardless of fundamental improvement. We look for situations where forced sellers create dislocation, allowing us to buy a stock for cheaper than what it would trade for without such selling pressure. On the bip side, we look to sell into forced buyers pushing stock prices up irrespective of fundamentals. In early 2026, Warburg sold its last share. Combined with a valuation that was cheap given the quality of the business model, we thought it made sense to purchase the stock.
At their November 2024 Investor Day, management outlined a 2025-2027 plan targeting 5%-7% organic revenue growth and 5%-8% adjusted EBITDA growth, with at least 50bps of EBITDA margin expansion annually. Sterigenics represents over 60% of revenue, and we expect
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC) is a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry. On July 27, 2026, Sotera Health Company (NASDAQ:SHC) closed at $17.24 per share, reflecting a market capitalization of $4.92 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of -2.87%, while its shares gained 42.01% over the past 52 weeks.
O'Keeffe Stevens Advisory stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor update:
"Sotera Health Company (NASDAQ:SHC): We have been following Sotera Health for several years. The business is exceptional: a sterilization duopoly with Sterigenics and Steris combined controlling an estimated 70% of the sterilization market. Sotera's Sterigenics business boasts 50% EBITDA margins, mission-critical regulated services, and cobalt-60 production that is nearly impossible to replicate. Yet we never bought it because of one thing: Warburg Pincus held a material stake and was consistently selling into the market. We do not buy high quality businesses where forced sellers will pressure the stock regardless of fundamental improvement. We look for situations where forced sellers create dislocation, allowing us to buy a stock for cheaper than what it would trade for without such selling pressure. On the bip side, we look to sell into forced buyers pushing stock prices up irrespective of fundamentals. In early 2026, Warburg sold its last share. Combined with a valuation that was cheap given the quality of the business model, we thought it made sense to purchase the stock.
At their November 2024 Investor Day, management outlined a 2025-2027 plan targeting 5%-7% organic revenue growth and 5%-8% adjusted EBITDA growth, with at least 50bps of EBITDA margin expansion annually. Sterigenics represents over 60% of revenue, and we expect
6 days ago
Because Florence Pugh is one of Marvel's biggest current stars, and her character, Yelena Belova, plays a role in Spider-Man: Brand New Day, it wasn't much of a surprise to see her on the red carpet for the London premiere.
Shane Anthony Sinclair/Getty Images
The British actress has been on an exceptional run of late, so I was delighted to see that continue in this Tamara Ralph Spring 2026 Couture dress.
Remember when I used to cry tears of frustration over Florence's red-carpet choices? Tonight, they were tears of joy as she glided onto the red carpet in this silver bugle-bead fringe gown with its dramatic winged neckline. I'll admit my mind initially wandered to Harris Reed, but Tamara Ralph's execution has a lighter, more fluid elegance, less theatrical feel.
A gown embellished with silver crystal Xilions hardly called for additional jewellery, yet her Bvlgari pieces, particularly the emerald earrings and matching ring, added another layer of glamour.
#tamara #tears #gown #belova
Shane Anthony Sinclair/Getty Images
The British actress has been on an exceptional run of late, so I was delighted to see that continue in this Tamara Ralph Spring 2026 Couture dress.
Remember when I used to cry tears of frustration over Florence's red-carpet choices? Tonight, they were tears of joy as she glided onto the red carpet in this silver bugle-bead fringe gown with its dramatic winged neckline. I'll admit my mind initially wandered to Harris Reed, but Tamara Ralph's execution has a lighter, more fluid elegance, less theatrical feel.
A gown embellished with silver crystal Xilions hardly called for additional jewellery, yet her Bvlgari pieces, particularly the emerald earrings and matching ring, added another layer of glamour.
#tamara #tears #gown #belova
6 days ago
Mauricio Pochettino contract, salary with USMNT: What we know about coach's new deal through 2030 World Cup originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The United States men achieved a respectable but not exceptional result at the 2026 FIFA World Cup, eliminated in the Round of 16 at the hands of Belgium as they were pummeled 4-1 in Seattle.
At the tournament on home soil, the group was led by Mauricio Pochettino, whose coaching experience and leadership were expected to help elevate the profile of the USMNT throughout his time in charge, and he was paid handsomely for such talents.
While it didn't quite translate to tangible growth at the World Cup, the USMNT has still made strides under Pochettino from a federation standpoint.
It now appears likely that U.S. Soccer has convinced Pochettino to stay long-term, warding off interest from the club level and other national teams to keep him around as the focus turns to the next four-year cycle, finishing with the 2030 FIFA World Cup in Spain, Portugal, and Morocco.
#usmnt #fifa #preferred #source
The United States men achieved a respectable but not exceptional result at the 2026 FIFA World Cup, eliminated in the Round of 16 at the hands of Belgium as they were pummeled 4-1 in Seattle.
At the tournament on home soil, the group was led by Mauricio Pochettino, whose coaching experience and leadership were expected to help elevate the profile of the USMNT throughout his time in charge, and he was paid handsomely for such talents.
While it didn't quite translate to tangible growth at the World Cup, the USMNT has still made strides under Pochettino from a federation standpoint.
It now appears likely that U.S. Soccer has convinced Pochettino to stay long-term, warding off interest from the club level and other national teams to keep him around as the focus turns to the next four-year cycle, finishing with the 2030 FIFA World Cup in Spain, Portugal, and Morocco.
#usmnt #fifa #preferred #source
