Recent filings with the Securities and Exchange Commission show that Berkshire Hathaway purchased an additional $27 million in one of its top 20 holdings, SiriusXM (NASDAQ:SIRI).
The purchases were made between Oct. 30 and Nov. 3 for an average price of roughly $29 per share.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The satellite radio company Sirius now accounts for 1.1% of Berkshire's massive, roughly $368 billion equity portfolio, and Berkshire controls over 37% of Sirius's outstanding shares.
Berkshire has owned a significant stake in Sirius for quite a while, but when Liberty Media split off Sirius XM and two of its tracking stocks in 2024, Berkshire went in again, purchasing another $1.2 billion of Sirius stock in early 2024.

#roughly

Nahla Aubry, 18, has defended her mother Halle Berry against allegations made by Olivier Martinez.
Halle Berry's 18-year-old daughter, Nahla Aubry, has spoken out in defense of her mother amid an ongoing custody dispute involving Berry and her ex-husband Olivier Martinez. In a declaration filed in Los Angeles Superior Court, Nahla said she had never witnessed Berry act violently toward anyone or physically abuse 13-year-old Maceo.
Nahla described Berry as a "loving and devoted parent" who is warm, supportive, and deeply involved in her children's lives. She said she has lived with Maceo for most of his life and has never seen her mother hit, slap, choke, grab, or otherwise physically abuse him. Nahla also said she has seen her mother and Maceo playfully wrestle and interact affectionately, adding that she never saw him appear hurt or distressed afterward.
Nahla said she was "shocked, very sad, and very upset" when she learned about the allegations. She also said Berry has encouraged both children to maintain relationships with their fathers and has not spoken negatively about either man to them.
Martinez, Berry's former husband and Maceo's father, has sought sole custody of their son. In court filings, he alleged that Berry physically abused Maceo during a Sept. 26 incident, including allegations that she put her hands around the boy's neck and choked him.

#never

Americans are falling behind on their mortgages and are increasingly having their homes repossessed, a new report has found.
New data from real estate data firm ATTOM's August 2026 U.S. Foreclosure Market Report showed lenders repossessed 5,794 U.S. properties in August through completed foreclosures (REOs), an increase of a whopping 42 percent from a year earlier, and 22 percent from the previous month.
Texas was the hardest-hit state, with 1,835 REOs, followed by California (589 REOs), North Carolina (356 REOs), Arizona (296 REOs) and Alabama (286 REOs).
The report also showed a total of 40,277 U.S. properties with foreclosure filings – default notices, scheduled auctions or bank repossessions – a 13 percent increase from a year ago and up 1 percent from a month ago.
Rob Barber, CEO of ATTOM – a leading provider of property data, AI-powered intelligence and real estate ******* ytics solutions – said: "August's data shows that foreclosure activity continues to trend above year-ago levels, particularly in completed foreclosures, which saw a notable annual increase.

#Foreclosure

After acquiring a restraining order against Dolly Parton's nephew Bryan Seaver, her company is leveling allegations that he implemented evasive measures to avoid being served legal documents in the case.
Lawyers for She's Alive, LLC. – also known as SAL, which Parton established to protect her professional property and business interests upon her death – submitted court filings on Oct. 5 pushing back against Seaver's request to delay the next court hearing so he would have time to meet with his new legal counsel.
One of the reasons, they allege, was that on three occasions he "attempted to evade service of process, and this Court should not reward that behavior."

#court #Legal #lawyers

Americans are falling behind on their mortgages and are increasingly having their homes repossessed, a new report has found.
New data from real estate data firm ATTOM's August 2026 U.S. Foreclosure Market Report showed lenders repossessed 5,794 U.S. properties in August through completed foreclosures (REOs), an increase of a whopping 42 percent from a year earlier, and 22 percent from the previous month.
Texas was the hardest-hit state, with 1,835 REOs, followed by California (589 REOs), North Carolina (356 REOs), Arizona (296 REOs) and Alabama (286 REOs).
The report also showed a total of 40,277 U.S. properties with foreclosure filings – default notices, scheduled auctions or bank repossessions – a 13 percent increase from a year ago and up 1 percent from a month ago.
Rob Barber, CEO of ATTOM – a leading provider of property data, AI-powered intelligence and real estate ***** ytics solutions – said: "August's data shows that foreclosure activity continues to trend above year-ago levels, particularly in completed foreclosures, which saw a notable annual increase.

#real

Tom Sandoval has secured a two-year restraining order against ex-girlfriend Victoria Lee Robinson after months of legal filings stemming from a June confrontation at their Los Angeles home.
A Los Angeles judge approved the order on Oct. 1, extending protection for Sandoval through Oct. 1, 2028. Page Six obtained the court documents detailing the new restrictions.
The order follows the temporary protection Sandoval received in June after accusing Robinson and her father, J. Will Robinson, of attacking him. Victoria Robinson was arrested after police responded to the June 3 confrontation and was released the same day.
Robinson later filed her own domestic violence restraining-order request, accusing Sandoval of physical and verbal abuse during their relationship. Sandoval has denied her allegations.
The new order requires Robinson to remain at least 100 yards away from Sandoval, his home and his workplace. She cannot contact him directly or indirectly by phone, mail, email, text message or other electronic communication.

#order #Victoria #restraining #protection

Cloudflare's Q2 beat and reaccelerating growth (36% revenue growth, 120% net dollar retention, record large customer adds) pushed NET stock to new highs, but the market has already paid up: NTM EV/Revenue sits at 35.17x, just below its all-time high of 36.30x and well above its roughly two-year average of 22.30x.
Free cash flow margin, the exact metric management points to as evidence of a credible path to GAAP profitability by 2028, has fallen for two straight quarters, from 14.55% in Q1 2026 to 9.71% in Q2 2026, even as severance and restructuring costs climbed toward $165 million for the year.
President Michelle Zatlyn, CFO Thomas Seifert, and director John Graham-Cumming all sold stock in August and September, Zatlyn alone disposing of roughly $44 million across two separate filings, while the company also raised $2.175 billion in convertible debt despite already holding $4.2 billion in cash.
Street consensus, which saw NET stock as 13% to 22% undervalued for most of late 2025 and early 2026, has now caught up: the mean ****** yst target of $336.81 sits just 4% above the September 18 close of $323.60, a far thinner cushion than investors had earlier in the rally.
Cloudflare's second quarter gave bulls plenty to like. Revenue grew 36% year over year to $696.1 million, beating the $665.5 million ****** yst estimate. The company added a record 986 large customers over the trailing year and net dollar retention accelerated to 120%, up six points from a year earlier. Management used that momentum to lean harder into its Act 4 story, the plan to turn Cloudflare's network into infrastructure for agentic commerce through products like Monetization Gateway, Wallets, and cloudflare.pay.

#revenue #dollar

An **** ysis of recent filings from American politicians shows that Accenture (NYSE: ACN) and Boston Scientific (NYSE: BSX) saw an uptick in purchases from notable politicians. Rep. Gilbert Ray Cisneros, Jr. (D-CA) bought Boston Scientific shares, according to a filing earlier this month. The trade was made on August 18, 2026. Rep. Ro Khanna (D-CA) also bought the stock twice, on August 3 and August 10, 2026, according to a filing filed on September 4, 2026. Neither politician sold Boston Scientific shares in the same period. Cisneros and Khanna were also the two buyers of Accenture shares in July and August.
This is based on data from Quiver Quantitative, a platform that tracks congressional stock trades from politicians.
Let's focus on BSX in this article.
BSX is down about 50% so far this year amid a cyberattack that disrupted manufacturing, order processing and shipments, forcing the company to withdraw its previous third-quarter and full-year outlook. Bulls say the market has priced in too severe an outcome. By Sept. 8, the company said its major distribution centers were shipping at or above normal levels, sterilization facilities were operating, and manufacturing had restarted at most plants. Bulls believe much of the disrupted revenue could be delayed rather than permanently lost as hospitals wait for products, reschedule procedures and the company works through its backlog.
Bulls also point to a business that was still growing. Second-quarter revenue rose 7.5% year over year and organic growth was 7%. Several core franchises delivered double-digit organic growth, including Interventional Cardiology and Vascular Therapies, Interventional Oncology and Embolization, and Neuromodulation.

#august #NYSE

Billionaire Ray Dalio's Bridgewater ******* ociates and Cathie Wood's ARK Invest follow sharply different investment philosophies. Bridgewater generally runs a diversified, macro-driven portfolio that balances exposure across ******* ets, countries and economic environments. ARK concentrates on companies it believes can benefit from disruptive innovation.
Still, Insider Monkey's ******* ysis of their second-quarter 13F filings shows that the two firms shared exposure to several stocks. Among the largest common holdings were Eli Lilly (LLY) and Nvidia (NVDA).
Bridgewater held 87,023 Eli Lilly shares worth about $104.4 million at the end of the second quarter, after increasing its position by 16,211 shares. ARK held 77,254 shares valued at about $92.7 million, after adding 64,578 shares.
Bridgewater's Nvidia stake was much larger, comprising 3.87 million shares worth about $773.6 million. However, it reduced the position by 826,808 shares during the quarter. ARK moved in the other direction, adding 345,821 Nvidia shares to end the quarter with 1.38 million shares valued at about $276.4 million.
Let's focus on LLY.

#shares #quarter #exposure

During the September 10 episode of Mad Money, a caller inquired about Mad Money host Jim Cramer's confidence that Arista Networks, Inc. (NYSE:ANET) will not go down the same path as Ciena Corporation. He replied:
Okay, so let me just tell you, Arista is up a lot this year. My confidence is with Jayshree Ullall. I think she's amazing and I think it every time the stock has dipped, if you've noticed it. Since her tenure began, you have to buy it, and I'm not backing away from that. I feel the same way I do now, the way I did, oh man, how many years ago when we first met her. She is money, and the company's fantastic.
In its second quarter, the company shattered records by delivering its first-ever $3 billion quarter, reporting $3.036 billion in revenue, a 38% year-over-year and over 12% sequential increase. Management lifted its full-year 2026 revenue guidance to approximately $12.6 billion, representing roughly 40% annual top-line growth. The acceleration is supported by deep integration into cloud architectures, where Arista Networks, Inc. (NYSE:ANET) expects its dedicated AI fabrics revenue to reach at least $3.5 billion in 2026, supported by more than 100 **** ulative Etherlink customers.
Bottom-line performance remains equally strong, with non-GAAP diluted earnings per share reaching $1.02, driven by a 49.9% non-GAAP operating margin and $1.3 billion in non-GAAP quarterly net income. Arista Networks, Inc. (NYSE:ANET) ended the quarter with roughly $13.3 billion in cash and marketable securities, offering substantial liquidity. However, its $9.7 billion of non-cancellable purchase commitments also increase working-capital and inventory risk as the company secures components ahead of expected AI demand.
The company's financial results remain heavily tied to two hyperscale customers. According to its 10-K filings, Microsoft accounted for 26%, and Meta Platforms generated 16% of total revenue in fiscal 2025, bringing combined spending from these two cloud giants to 42%. It leaves Arista Networks, Inc. (NYSE:ANET) vulnerable to sudden capital expenditure adjustments, vendor diversification shifts, or project delays by its core buyers.

#billion #NYSE #year

By Tom Hals
WILMINGTON, Delaware, Sept 15 (Reuters) - As U.S. President Donald Trump seeks to crack down on what he says is widespread illegal voting by noncitizens, several people charged with that crime are trying a novel strategy to get their cases dropped.
Five people being prosecuted in separate federal cases in Miami and Madison, Wisconsin, have ‌argued for the first time in court that the 1996 law used to charge them is unconstitutional, according to a Reuters review of court filings.
A ruling for the ‌defendants, which could come before the November 3 midterm elections, would raise questions about the federal government's authority to prosecute noncitizen voting cases. The Trump administration has pushed to deport noncitizen voters, raising the stakes for defendants who previously faced as little as a $150 fine if convicted.
The defendants were accused of violating the federal "Voting by Aliens" statute enacted three decades ago. The law makes it illegal for noncitizens to vote in federal elections, and violators can be fined up to $100,000 or imprisoned for up to a year.

#cases #people

An ******* ysis of recent filings from American politicians shows that Accenture (NYSE: ACN) and Boston Scientific (NYSE: BSX) saw an uptick in purchases from notable politicians. Rep. Gilbert Ray Cisneros, Jr. (D-CA) bought Boston Scientific shares, according to a filing earlier this month. The trade was made on August 18, 2026. Rep. Ro Khanna (D-CA) also bought the stock twice, on August 3 and August 10, 2026, according to a filing filed on September 4, 2026. Neither politician sold Boston Scientific shares in the same period. Cisneros and Khanna were also the two buyers of Accenture shares in July and August.
This is based on data from Quiver Quantitative, a platform that tracks congressional stock trades from politicians.
Let's focus on BSX in this article.
BSX is down about 50% so far this year amid a cyberattack that disrupted manufacturing, order processing and shipments, forcing the company to withdraw its previous third-quarter and full-year outlook. Bulls say the market has priced in too severe an outcome. By Sept. 8, the company said its major distribution centers were shipping at or above normal levels, sterilization facilities were operating, and manufacturing had restarted at most plants. Bulls believe much of the disrupted revenue could be delayed rather than permanently lost as hospitals wait for products, reschedule procedures and the company works through its backlog.
Bulls also point to a business that was still growing. Second-quarter revenue rose 7.5% year over year and organic growth was 7%. Several core franchises delivered double-digit organic growth, including Interventional Cardiology and Vascular Therapies, Interventional Oncology and Embolization, and Neuromodulation.

#accenture

Billionaire Ray Dalio's Bridgewater ****** ociates and Cathie Wood's ARK Invest follow sharply different investment philosophies. Bridgewater generally runs a diversified, macro-driven portfolio that balances exposure across ****** ets, countries and economic environments. ARK concentrates on companies it believes can benefit from disruptive innovation.
Still, Insider Monkey's ****** ysis of their second-quarter 13F filings shows that the two firms shared exposure to several stocks. Among the largest common holdings were Eli Lilly (LLY) and Nvidia (NVDA).
Bridgewater held 87,023 Eli Lilly shares worth about $104.4 million at the end of the second quarter, after increasing its position by 16,211 shares. ARK held 77,254 shares valued at about $92.7 million, after adding 64,578 shares.
Bridgewater's Nvidia stake was much larger, comprising 3.87 million shares worth about $773.6 million. However, it reduced the position by 826,808 shares during the quarter. ARK moved in the other direction, adding 345,821 Nvidia shares to end the quarter with 1.38 million shares valued at about $276.4 million.
Let's focus on LLY.

#lilly

AI investors are weighing warnings from technology executives about the safety risks posed by the rapid advancement of artificial intelligence. However, some believe that slowing AI development could leave the US behind China and other competitors in the global race. Brad Gerstner, founder and CEO of Altimeter Capital, said on CNBC that he supports AI safety measures but believes some fears are being exaggerated to advance a political agenda.
"I've not talked to a single person in AI who says, full steam ahead, disregard safety," Gerstner said. "It turns out we all care about kids. We all care about the future of the country. We know the massive benefits it offers, but we also want to take the extra time to make sure that we do this safely. But what I didn't like this week is these hyperbolic scare tactics, which I think are hiding behind a political agenda. We learn that all of this catastrophizing about data centers may in fact, have had support from the CCP. Right? So I want a little investigation. Who is behind all of this negativity? Is it coordinated? Right? Where is the money coming from?"
Altimeter's second-quarter 13F filings show that the fund opened new positions in several technology and AI-related companies, including Qualcomm (QCOM) and Micron Technology (MU).
Altimeter bought 1.88 million Qualcomm shares valued at about $347.9 million as of June 30. The position accounted for 3.54% of the fund's reported US equity portfolio. It also acquired 209,520 Micron shares worth roughly $241.8 million, representing 2.46% of the portfolio.
Brad Gerstner of Altimeter Capital

#behind #qualcomm

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio's Bridgewater ******* ociates Q2 13F filings to see what new AI stocks the fund was buying.
ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly $63 million, a 0.26% portfolio weight. Nutanix, Inc. (NASDAQ:NTNX) was the other. The fund bought about 999,000 shares worth roughly $51 million, a 0.21% weight.
NOW regularly gets the limelight in the media, so let's focus on NTNX. The stock is down 11% over the past year.
Nutanix ended fiscal 2026 with recurring revenue of $2.55 billion, up 16%, and added more than 3,000 new customers during the year.
Why Nutanix's business can keep growing

#nutanix #ntnx #roughly #million

Billionaire Ray Dalio's Bridgewater **** ociates has disclosed several new picks in its Q2 filings. In this article, we are going to focus on two non-AI stocks in which the fund opened new stakes in the June quarter.
Vulcan Materials Company (NYSE:VMC) is the larger of the two. Bridgewater bought about 108,700 shares worth roughly $32.1 million, a 0.13% portfolio weight. Toy company Hasbro, Inc. (NASDAQ:HAS) was another notable new pick as the fund bought a stake worth about $20.8 million in the company.
Let's focus on VMC in this article and see whether the stock is a decent buy-the-dip opportunity. It's down about 14% so far this year.
Vulcan Materials is a major producer of construction aggregates in the US. Aggregates are crushed stone, sand and gravel, the base material under roads, bridges, foundations and parking lots. Demand for these materials comes from public infrastructure, private non-residential and residential projects.
The bull case

#bridgewater #vulcan

Dune Oil Corp (CSE:DUNE, OTCQB:DUNXF, FRA:Z620) has changed its OTCQB trading symbol to "DUNXF" and closed additional tranches of its non-brokered private placement, raising gross proceeds of C$422,500.
The new symbol took effect September 14. The company's CSE symbol (DUNE) and Frankfurt symbol (Z62) remain unchanged.
Under the private placement, first announced in filings from April, June and July 2026, Dune issued 2.8 million units at $0.15 per unit for gross proceeds of C$422,500.
The company also settled C$20,000 in outstanding debt with an arm's length party through the issuance of 133,333 units. Each unit consists of one common share and one-half of one warrant, with each whole warrant exercisable at C$0.25 for one year from issuance.
The shares and warrants from this tranche are subject to hold periods until December 26, 2026 and January 15, 2027, respectively.

#placement

Tyler Herro and Katya Elise Henry's custody dispute became public in September, but newly reported court records show they had stopped sharing a home long before either parent went to court.
Henry and the former couple's two children moved out of Herro's Miami residence in February 2025, according to court documents obtained by TMZ Sports. The filing says Henry and the children had lived with Herro from September 2021 through January 2025 before moving into another home a few miles away.
About 18 months later, Herro and Henry both filed petitions on Aug. 20 concerning custody, a parenting plan and financial support for their two children. Herro dismissed his case less than a week later, while Henry continued pursuing hers.
Herro and Henry were still seen arriving together at NBA Summer League in Las Vegas in July 2026, more than a year after the records indicate they had begun maintaining separate homes.
Herro and Henry both filed petitions on Aug. 20 concerning their two children, a daughter born in 2021 and a son born in 2023. According to TMZ's initial report on the filings, Herro asked the court to establish a parenting schedule and determine his child-support obligation. He also said he had already been voluntarily providing financial support.

#herro #september #according

OpenAI launched a product on Thursday called ChatGPT for Financial Services, a version of its enterprise tool tailored to handle tasks traditionally performed by entry-level investment bankers, including company research, financial data ***** ysis, and pitchbook creation.
According to CNBC, the product was developed alongside Morgan Stanley and Evercore as design partners, is built on top of ChatGPT Work, and is powered by GPT-6 Astra, the most capable model in OpenAI's current lineup. It is initially aimed at investment banking and equity research teams.
"We're effectively teaching ChatGPT to research like an ***** yst and back up its conclusions like an ***** yst as well," Nick Turley, OpenAI's vice president of product, told CNBC during a briefing announcing the product.
Unlike the standard ChatGPT Work offering, the financial services version connects directly to data from LSEG, Daloopa, and Pitchbook — giving the system ready access to financial statements and earnings transcripts — and can also tap into a firm's existing data subscriptions automatically, according to CNBC. The product also includes sourcing tools that link figures directly to underlying filings, chart verification functionality, and permission controls designed to safeguard confidential deal information.
In a live demo, Turley walked through the platform's capabilities as it examined a prospective M&A target, drew financial figures from industry-standard data sources, and generated a formatted PowerPoint presentation styled to a bank's existing template, according to CNBC.

#according

A federal court on Sept. 9 dismissed a lawsuit between former Memphis football receiver Cortez Braham and the NCAA, ending a legal saga that stretched on for more than a year.
Braham initially sued the NCAA in 2025 to get an additional year of eligibility. He was granted a preliminary injunction before transferring to Memphis, where he was the Tigers' leading receiver in 2025. After the season ended, Braham's lawyers filed a motion to dismiss the lawsuit.
The NCAA fought it, saying in legal filings that it wanted to enforce the "rule of restitution" against Memphis for playing a player they said should have been ineligible. Lawyers for both sides argued their cases in a Las Vegas courtroom in March.
A ruling finally came on Sept. 9, when the panel of judges ruled that the case was moot and dismissed it.
"Famously, in sports, "it ain't over 'til it's over." But, in this case, it's over," Judge Gabriel P. Sanchez wrote. "The game clock has run out on the 2025 college football season. With these appeals, the NCAA attempts one last Hail Mary pass: asking us to reverse the preliminary injunctions granted to these college football players that allowed them to play in the now complete 2025 season. Because these injunctions have already expired and these players' collegiate careers are over, no effective relief can be granted to the NCAA. We therefore dismiss these appeals as moot."

#granted #season #braham #lawyers

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending that does not require Nvidia to lose outright.
AMD's second-quarter revenue reached a record $11.5 billion, up 50% year over year, and Data Center represented 58% of the company. Its portfolio includes MI450 accelerators, sixth-generation EPYC processors, Helios rack-scale systems, and Pensando networking. Customers seeking a credible second source and more negotiating leverage support the bull case. The countercase is software maturity, execution across a broad roadmap, and the capital required to challenge Nvidia's ecosystem.
Insider Monkey's database counted 164 hedge funds holding Advanced Micro Devices, Inc. (NASDAQ:AMD) in Q2 2026, up from 134 in Q1 2026. Marshall Wace reported 3,898,210 shares, about 3% more than in Q1. The quarter-end filings predate the September 4 rally and cannot show whether funds reacted to it.
Intel's second-quarter Data Center and AI revenue was $6.3 billion, up 59% year over year. A resilient CPU franchise, custom silicon, advanced packaging, and a domestic foundry network form the bull case. The cost and uncertain returns of rebuilding manufacturing leadership form the bear case. Intel generated $1.8 billion of GAAP operating income, while its $2.16 GAAP loss per share was driven largely by a $12.5 billion noncash mark-to-market loss on escrowed shares. Negative $8.4 billion adjusted free cash flow still makes capital efficiency a real concern.
The Q2 2026 database counted 138 hedge funds holding Intel Corporation (NASDAQ:INTC), up from 112 in Q1 2026. AQR Capital Management reported 10,742,567 shares after cutting its position by about 6% from Q1. That disclosure also predates the September rally, so it is historical positioning rather than a reaction.

#billion #advanced #quarter

Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%. The pairing was consistent with investors rotating toward profitable storage infrastructure rather than making a random defensive trade. Generative AI creates enormous data sets, checkpoints, logs, and retrieval stores, so the storage layer can benefit even when investors are less willing to pay for distant software profits. Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corporation (NASDAQ:WDC) represent different ways to express that demand.
Source: Seagate
Seagate is the mass-capacity hard-drive specialist. In its latest fiscal-year release, management attributed performance to robust cloud data-center demand and argued that AI-driven data creation should support durable demand for high-capacity storage. The bull case is economic density: hyperscalers still need low-cost capacity behind expensive compute. The bear case is concentration and cyclicality. A few cloud buyers can change purchasing schedules quickly, and areal-density transitions can disrupt yields or costs.
Insider Monkey's filings database counted 131 hedge funds holding Seagate Technology Holdings plc (NASDAQ:STX) at June 30, up from 93 at March 31. Palestra Capital Management, managed by Andrew Immerman and Jeremy Schiffman, reported 386,123 shares, about 31% more than the 294,000 shares disclosed in Q1. That growing cohort indicates wider professional participation, not a guarantee that managers still held the shares when they rallied.
Western Digital offers exposure to hard drives after the Sandisk separation simplified its public-company story. Its appeal is similar: higher-capacity drives can monetize the expanding archive behind AI training and inference. The bear case is that cloud customers have purchasing leverage, while rapid shifts between flash, disk, and emerging architectures can change the mix more quickly than depreciation schedules do.

#digital #data #case

Wall Street delivered a sharp split on September 4. The S&P 500 fell 0.4% after a stronger-than-expected jobs report lifted rate concerns, but Sandisk jumped 11.9% and Micron gained 6.1%. The divergence matters because it was not a broad risk-on move. The pattern was consistent with investors rotating toward memory and storage suppliers that help keep AI systems fed with data. That put Sandisk Corporation (NASDAQ:SNDK) and Micron Technology, Inc. (NASDAQ:MU) at the center of the session.
Source: Sandisk Corporation
Sandisk offers the purer NAND and flash-storage argument. Its August results established data center as a key growth pillar, and management said it had signed five more new-business-model agreements since April. The bull case is that AI expands high-value enterprise storage demand while tighter supply supports pricing. The bear case is cyclicality: customer agreements cannot eliminate inventory swings, pricing reversals, or the execution risk that comes with a newly independent public company.
Professional ownership broadened before Friday's rally. Insider Monkey counted 128 hedge funds holding Sandisk Corporation (NASDAQ:SNDK) at June 30, up from 114 at March 31. Leopold Aschenbrenner's Situational Awareness LP disclosed 2,495,344 shares, about 119% more than the 1,140,119 shares reported in Q1. Those filings are quarter-end snapshots and do not show what the funds did during the September move.
Micron supplies both high-bandwidth memory and conventional DRAM and NAND. Its fiscal third-quarter revenue reached $41.46 billion, while Cloud Memory revenue rose to $13.77 billion and Core Data Center revenue to $11.52 billion. That operating leverage is the bull case. The counterargument is that extraordinary margins invite capacity additions, and today's scarcity economics may normalize faster than investors expect.

#sandisk #corporation #center #storage

Ameresco insiders have been buying into a steep decline instead of waiting for the chart to improve. Form 4 filings show open-market purchases of roughly $1.9 million since August 7, including about $738,000 over the latest one-week sequence. CEO George Sakellaris accounted for approximately $574,000 across several purchases. Directors Brian ***** , Jennifer Miller, and Joseph Sutton also bought shares of Ameresco, Inc. (NYSE:AMRC). The cluster spread the bullish signal across four insiders rather than one executive.
The timing is interesting because the stock had fallen about 28% over six months. Ameresco develops energy infrastructure, including efficiency projects, renewable ***** ets, battery storage, and power systems that can support data centers. Its opportunity is not to predict which AI model wins. It is to help customers build the electricity and resilience those models require. Second-quarter revenue rose 9.1% to $515.5 million, showing that the operating business was still expanding during the selloff.
Insider buying is a useful signal, but it is not a guarantee. Executives may have long time horizons, personal tax considerations, or confidence that does not translate into near-term returns. Ameresco's projects carry construction, financing, customer-concentration, and execution risk. Diluted EPS of $0.18 fell 25% year over year in Q2, demonstrating that higher revenue does not automatically deliver better profitability. Large AI-related power awards can also produce uneven working-capital needs before cash arrives.
The hedge-fund picture was weaker than the insider activity. Insider Monkey tracked 17 hedge funds holding Ameresco, Inc. (NYSE:AMRC) in Q2, down from 22 in Q1. Millennium Management sharply increased its position by 490% to 1,487,282 shares, however, making the quarter more nuanced than the falling holder count suggests. One large buyer can coexist with broad caution.
Short positioning reinforces that caution. At the August 14 settlement, 4.51 million shares were sold short, equal to about 15% of the reported float and 5.36 days of average volume. The insider cluster suggests people closest to the company see value after the decline. A durable rebound still requires Ameresco to turn AI-power demand and project awards into margins, cash flow, and a balance sheet investors can underwrite without heroic ***** umptions.

#shares #power #august #amrc

C3.ai's fiscal first-quarter results replaced a speculative earnings setup with a mixed turnaround test. The company reported $52.4 million of revenue, within its $50 million to $54 million guidance but down 25% from $70.3 million a year earlier. Subscription revenue was $49.2 million, or 94% of total revenue, compared with $60.3 million in the prior-year quarter. C3.ai, Inc. (NYSE:AI) therefore stabilized within management's lowered expectations, without yet returning to growth.
There were encouraging operating signals. Bookings increased 73% sequentially, the company signed 22 agreements, and free cash flow improved to positive $2.1 million from negative $34.3 million a year earlier. Its non-GAAP operating loss narrowed 33% sequentially to $36.2 million. Management guided fiscal second-quarter revenue to $51 million to $55 million and maintained full-year revenue guidance of $210 million to $240 million. Still, both ranges imply that a rapid return to the prior year's scale is unlikely.
Those figures complicate, rather than erase, DA Davidson ***** yst Lucky Schreiner's bearish case. In a September 1 note, Schreiner reiterated an Underperform rating and a $7 target, while seeing possible professional-services upside and stabilization in subscription trends. Revenue landed near the middle of guidance, and subscription revenue represented a larger share of the mix. However, stabilization at a much lower level is not the same as renewed expansion.
The bearish evidence remains substantial. GAAP gross margin was only 32%, and the company posted a $92.8 million GAAP net loss, or $0.60 per share. C3.ai, Inc. (NYSE:AI) still competes against cloud providers, data platforms, and customers building applications internally. Better bookings and cash flow must translate into durable subscription growth and improving margins before the results demonstrate an economic turnaround.
Hedge funds showed cautious improvement rather than conviction. Insider Monkey counted 29 hedge funds holding the shares in Q2, up from 25 in Q1. Point72 ***** et Management increased its position 154% to 568,406 shares. That is notable, but 13F filings reveal positions rather than investment rationales.

#gaap #company #guidance #NYSE

JetBlue Airways (JBLU) is heading into a more significant phase of its comeback without one of the activist investors who helped alter its board.
Carl Icahn sharply cut his JetBlue position, selling roughly 8.13 million shares for about $40.4 million between Aug. 17 and Aug. 20, regulatory filings show. The transactions reduced the Icahn Group's interest to around 3.32%, or about 12.5 million shares, from over 10% when the activist investor initially revealed his position in 2024.
That's more than some spring cleaning.
Icahn's smaller stake fell below the amount needed to retain board presence at JetBlue. Jesse Lynn and Steven Miller, directors supported by Icahn, resigned both effective Aug. 24 after the group's ownership fell below the appropriate level, the airline said in an Aug. 27 filing with the SEC.
It is interesting timing for investors. JetBlue is aiming to show that its JetForward turnaround will restore sustainable profitability after years of strategic missteps, excessive expenses, and a failed attempt to combine with Spirit Airlines.

#jetblue #icahn #fell

Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE). In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in the $500,001 to $1 million range. These trades were disclosed in August.
Pelosi's spouse also bought Intel Corporation (NASDAQ:INTC) in July, picking up 10,000 shares in the $500,001 to $1 million range plus 50 call options.
Insider Monkey's proprietary database shows that 25 billionaires had stakes in Bloom Energy Corporation (NYSE:BE) as of the end of the second quarter, up from 22 billionaires in the quarter prior.
Intel saw a sharp increase in interest from smart money, as 40 billionaire-led funds ended the second quarter with the chipmaker's stock in their portfolios, up from 32 billionaires a quarter prior.
In this article, we will ******* yze Bloom Energy in detail.

#shares

Growth in the evergreen fund market is being driven by the largest listed alternative managers. But there are ***** et classes in which size is likely to be a weakness rather than a strength in catering to individual investors.
This, at least, is what venture capital and growth equity manager Fairway Capital Management is banking on.
Founded in 2020 by a group of former executives with Adams Street Partners, led by former COO Kevin Callahan, the Chicago manager raised two venture-capital funds of funds with combined commitments of $52 million, including a sizeable GP commitment, before launching an evergreen fund of funds at the end of 2021.
Fairway Private Equity & Venture Capital Opportunities Fund, which makes VC, private equity and private credit investments, aims to offer individuals access to funds and managers "typically only available to large institutional investors." It held about $26.3 million in net ***** ets as of March 31, 2026, per regulatory filings.
While firms such as Blackstone and Apollo Global Management have had success launching evergreen products focused on easily scalable ***** et classes, such as infrastructure and large buyout, VC is inherently "capacity constrained," according to Callahan.

#venture

Guns and ammunition retailers have faced financial distress, leading to store closings and bankruptcy filings as sales have fallen significantly over the last two years.
Industry experts believe some of the decline in sales might have resulted from buyers delaying purchases to take advantage of the reduction in the National Firearms Act tax from $200 to $0 beginning Jan. 1, 2026, the National Rifle **** ociation's American Rifleman reported. The decline of sales, however, has continued in 2026.
Financial issues had led firearms and ammunition retailer White Oak Armory LLC to file for Chapter 11 bankruptcy to reorganize its business, owing a disputed tax debt to the Tennessee Department of Revenue.
White Oak Armory filed its petition in the U.S. Bankruptcy Court for the Eastern District of Tennessee on Aug. 24, listing $500,000 to $1 million in **** ets and liabilities. The petition did not reveal whether the company's sales had declined, and the debtor did not give a specific reason for filing for bankruptcy in its petition.
The retailer was not immediately available for comment. The firearms dealer's website and telephone were still operating on Aug. 30.

#armory #tennessee #ammunition

Ondas (ONDS) falls 6% and Red Cat (RCAT) drops 3% with no company-specific news or filings behind either move this session.
DRNZ slips 2% while SPY falls just 0.5%, bracketing the drone complex and flagging this as a risk-appetite withdrawal, not a fundamental repricing.
The 10-year yield at 4.8% and Brent crude above $91 on U.S.-Iran tensions compress valuations hardest for pre-profit, small-float drone names.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AeroVironment didn't make the cut. Grab the names FREE today.
The drone complex is selling in a strict beta ladder this Tuesday morning, and the ordering itself is the story. The smallest and least profitable names are falling hardest, the sector fund is falling less, and the broad market is falling least of all. That pattern identifies today's action as a risk-appetite event rather than drone-specific news flow.

#risk