Howard Stern walked out of court with a smile, the law on his side.
The popular host has been in a legal battle with his former ***** istant, who was suing for $2.5 million with scathing accusations against him and his wife, Beth Stern. The disgruntled employee claimed that the power couple fostered a hostile work environment.
Howard Stern has been in the headlines previously after being called out by former employees who claimed they were underpaid and fired after requesting a raise.
HRC/ WENN.com/ MEGA
Stern has one less lawsuit to worry about after scoring a major win in court. The judge tossed his ex-assistant's entire lawsuit and ruled that the NDA at the center of their legal battle is to be upheld.

#claimed #beth

July 29 (Reuters) - Bunge raised its full-year adjusted profit forecast on Wednesday after beating ‌Wall Street estimates for second-quarter earnings, helped ‌by strong performances in its soybean and softseed processing businesses amid improving market conditions.
U.S. corn and soybean prices have climbed sharply since the start of the Iran war, prompting farmers to step up ‌sales of grain ⁠they had held back from last year's harvest amid a prolonged period of ⁠weak prices.
The price rally has spurred sales across the Midwest, with farmers moving corn, soybeans and wheat from storage bins to ethanol producers and ‌major grain handlers such as Archer-Daniels-Midland and Bunge.
Prices of crops such as corn, which are used to make biofuels, also got a boost from a spike in crude oil prices due to ‌the war.
Net sales from its soybean processing and refining were $12.07 billion, compared with $7.75 billion a year ago.

#processing

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

#scale

Cricket, archery and shooting are among the sports well placed to regain their spot at the Commonwealth Games in India in 2030.
Only 10 sports were included in the ongoing Glasgow Games because of the rushed build-up after the Australian state of Victoria pulled out as hosts.
Discussions on the sporting programme remain ongoing between Commonwealth Sport, sporting federations and the Indian organising committee for the next Games, which will be held in Ahmedabad, Gujarat.
Speaking to BBC Sport, Commonwealth Sport chief executive Katie Sadlier would not be drawn on the process but India Olympic ***** ociation's Raghu Iyer said: "There are many sports who will feel they have missed out.
"There are sports in which India has done very well, shooting, archery and many other sports."

#commonwealth #games #archery

According to SPORT, FC Barcelona have officially been notified of the complaint filed by Atletico Madrid over the club's pursuit of Julian Alvarez.
The Spanish Football Federation (RFEF) has opened disciplinary proceedings into the matter and given the Catalan club a deadline to submit their response.
The complaint centres on allegations that the Blaugrana held discussions with the Argentine striker while he remains under contract at Atlético until 2030.
The notification from the RFEF informs Barcelona that a formal case has been opened and grants the club several days to present its arguments.
Barcelona's legal team is already reviewing Atletico's complaint and intends to submit a full response defending the club's actions.

#sport

The ACC revealed the pre-season all-conference team on Wednesday, and NC State did not have anybody selected. Which isn't exactly surprising—I'm not sure who outside of CJ Bailey would have a credible argument at this point. There are guys with potential, of course—Harvey Dyson could have himself a year, for one—but the guesswork is a bit tougher in the portal era.
Bailey received 15 votes for Pre-season Player of the Year, fourth behind Darian Mensah, Kevin Jennings, and Isaac Brown.
2026 ACC Football Preseason Player of the Year (votes)
1. Darian Mensah, QB, Miami (97)
2. Kevin Jennings, QB, SMU (25)
3. Isaac Brown, RB, Louisville (16)
4. CJ Bailey, QB, NC State (15)
5. Duce Robinson, WR, Florida State (12)
6. Sammy Brown, LB, Clemson (11)
7. Kam Robinson, LB, Virginia (5)
8. Will Heldt, DE, Clemson (4)
9. Mason Heintschel, QB, Pitt (3)
The absence of Jaron-Keawe Sagapolutele from this list is apparently due to the fact that the ACC did not even put him on the ballot, which is baffling, to say the least. Is there a paper shortage at the league office? What is the need for a list so short that it excludes one of the ACC's best quarterbacks? They, uh, did remember that Cal is in the ACC, right?

#state #bailey #mensah #kevin

Trafford Council held the first of four open days on Wednesday to allow local residents to ****** s the proposed Wharfside Strategic Masterplan, which will have Manchester United's new stadium as its centrepiece.
There are going to be four open days before the consultation period closes on 22 September and for the 90 minutes I attended, there were a steady stream of interested observers, keen to ****** s what the multi-billion pound development will look like and where the stadium will sit within it.
Club, project and council officials were also present, with all noting a general sense of positivity around the plans, which were given the green light by the council last week.
Subtle tweaks can be made, and United officials are keen to stress nothing should be read into the fact the distinctive circus tent aspect of the previous stadium design is not evident in this one.
Not everyone was wholly upbeat. One long-standing local United fan - 73-year-old Phil Sharp, who was keen to tell me he saw Duncan Edwards play - is unhappy the club have moved from the initial site, close to the current Old Trafford, to another location 350 yards away.

#trafford #open

Sanford Stadium is widely regarded as one of the best environments to play in across all of college football. The Georgia Bulldogs have been dominant at home throughout history, and the stadium will be as loud as ever throughout the 2026 season.
Georgia will begin the year with one of the most talented rosters in the nation. Sanford Stadium's atmosphere will once again be an essential component to the Dawgs' success this season, as Georgia held an impressive 6-1 record at home in 2025. USA TODAY's Blake Toppmeyer, Paul Myerberg, Jordan Mendoza and Kevin Skiver recently listed their top 10 stadiums in college football, and Sanford Stadium was ranked No. 6.
"The environment 'Between the Hedges' has made the Bulldogs nearly unbeatable at home under coach Kirby Smart. While the literally barking from Georgia fans doesn't always rattle your eardrums, Sanford Stadium can rumble when challenged. Georgia's .918 home winning percentage during the Kirby Smart era is a credit to the program Smart built. It's also a credit to Bulldogs fans."
Georgia will face a handful of tough opponents at Sanford Stadium this fall. The Bulldogs first true test of the season will be against the Oklahoma Sooners in Athens, followed by a highly anticipated matchup against the Vanderbilt Commodores. The Dawgs are set to face the Auburn Tigers and the Missouri Tigers at Sanford Stadium during SEC play as well, and Georgia will use the atmosphere to their advantage.
The Bulldogs have lost just one home game dating back to 2019. Georgia had a 33-game home winning streak snapped against the Alabama Crimson Tide in 2025, but UGA rebounded with ranked home wins over Ole Miss and Texas.

#home #smart #kirby

This week, Chiefs Wire's Ed Easton Jr. spoke with retired 8-time Pro Bowl defensive back Patrick Peterson.
In his interview with Easton Jr., Peterson, who participated in this year's American Century Championship, held at Edgewood Tahoe and aired on NBC and Peacock, discussed Arizona Cardinals rookie Jeremiyah Love's chances of excelling in his rookie season ahead of the Week 11 matchup with the Kansas City Chiefs.
"I like the pick because they have a receiver; there wasn't a quarterback there that they felt they could get them over the hump right now. Jacoby Brissett was a salvageable quarterback due to the absence of Kyler Murray; they had pretty much everything they wanted on the offensive side of the ball," said Peterson. "Still, they felt like they were missing that home run hitter, that other piece, and that was Jeremiyah Love. I love the pick. My only thing would be, how much are they going to put on his plate?"
The Chiefs will host the Cardinals in Week 11 this season and get an opposing look at Love, the third overall draft pick out of Notre Dame. In 2025, Love rushed 199 times for 1,372 yards and 18 touchdowns, averaging 6.9 yards per carry. He also tallied 27 receptions for 280 yards and three receiving touchdowns, earning finalist status for the Heisman Trophy.
"I know Coach Mike LaFleur is coming from the (Los Angeles) Rams, they have a lot of nuances in their offense to get their playmakers involved in the ball game, but you also gotta think about the Arizona Cardinals, were the fifth pick for a reason, they have a lot of holes in that team, offensive linemen, protecting the quarterback and being able to open lanes for him, you have a quarterback issue," said Peterson, "If your quarterback is not good enough to be able to loosen up defenses, how you expect a rookie running back to be explosive, he definitely has a lot of ups and downs, a lot of challenges that he's facing right now, but he is a home run here; he's a great player, and I'm not upset at all with the pick. Now, Arizona is going to have to do a great job of putting the pieces around him so that he can be successful."

#pick #love #yards

Fifa has been strongly criticised by Concacaf, football's governing body for the Caribbean and North America, along with the Asian Football Confederation (AFC) for failing to consult on its shock plan to sell stakes in the World Cup.
On Tuesday, Fifa said it plans to create a $20bn subsidiary to run the ⁠World Cup and its other ⁠events and will offer stakes of up to 20 per cent in it ⁠to external investors – a move that provoked a ⁠furious response from Uefa, which accused Fifa president Gianni Infantino of putting the game's "soul" up for sale.
Under ‌the plan, Fifa would establish a new entity called Fifa Forward Enterprise to oversee "commercial and event operations".
Fifa, which just held a 48-team World Cup ⁠across North America that was the biggest in the tournament's history, would retain control of the enterprise, but offer minority stakes in it to private investors to raise up to $4.2bn.
"Concacaf was only made aware of this matter through media reports and, subsequently, via a media release," a statement read. "We are deeply concerned by the lack of due process.

#enterprise #investors

Juventus are expected to sign another centre forward after Randal Kolo Muani, but according to Gazzetta, the Bianconeri must first offload Jonathan David and then continue pursuing Joshua Zirkzee, Mateo Pellegrino, and even their ex-star Dusan Vlahovic.
Juventus are looking for even more attacking reinforcements after securing a deal with PSG for Kolo Muani, who is expected to land in Turin in the coming days.
According to Gazzetta, coach Luciano Spalletti hopes to welcome another centre-forward and currently, Manchester United's Zirkzee tops the Bianconeri's list.
According to the report, there have already been positive contacts between Juventus and Zirkzee's entourage.
The Serie A giants have also held talks with Parma for Pellegrino, and Spalletti still hopes to bring Vlahovic back after the Serbian star left the club at the end of his contract this past June.

#gazzetta

Oil prices have just come off a fresh two-month high as the crude oil market has tumbled this week amid signals of de-escalation in the U.S.-Iran conflict.
Despite the slump in crude prices and the extreme volatility in the past five months, the refined product market continues to tighten with refining margins at record highs because the supply of petroleum products is much tighter than crude supply.
Refining margins held at record highs even as crude oil prices soared last week to $100 per barrel. That's because global gasoline, diesel, and jet fuel supply is tightening and has been tightening for months amid a combination of factors, most stemming from the wars in Iran and Ukraine.
While crude oil futures largely reflect market hopes and fears for prices ahead, the gasoline and diesel refining margins, supply, and prices reflect the real-time situation with refinery throughput, global fuel flows, and availability in various markets.
Record High Refining Margins

#crude #margins #record #Iran

Editor's note: As mentioned in the match report yesterday, in a departure from our usual structure I've elaborated on some talking points based on observations I made at the ground as well as a match report; as such, I've done some deeper ******* ysis rather than the high-level talking points we might typically cover.
A fascinating encounter last night in Sydney saw Tottenham Hotspur come out the victors in their latest preseason hit-out against Sydney FC. With Roberto De Zerbi naming a stronger side than the one he selected against Auckland FC, Spurs started on the front foot and looked much the better side, without being able to convert that dominance into goals, with an excellent Mathys Tel free kick Spurs' lone goal. Following Sydney FC equalizing in the second half, the match went to penalties where Spurs held their nerve to win the shootout 2-4, with Joe Lacey hitting the post and Martin Dubravka saving Alexandar Popovic's attempt.
Here's a deep dive into a few things I took away from Spurs' latest preseason fixture.
In preseason, it's always hard to determine tactically what exactly is due to managerial instructions, the opposition, the players on the pitch, or a combination of all three. What was clear though was that Spurs were very much operating in an asymmetrical nature in a variation to their typical 4-2-3-1.
The midfield was clearly set up as a two, with Conor Gallagher in front of Lucas Bergvall and Archie Gray as a #10 ; however, Gallagher often was dropping back to link play and Bergvall routinely pushed forward, as well as at times moving out into wide areas while Solomon at times tucked in. This at times left Gray as the sole holding role.

#preseason #times #i 've #gallagher

Saudi ‌Arabia will organise the next three ⁠editions ⁠of the Asian Champions League Elite finals after the Asian Football Confederation's ⁠executive committee confirmed the country's provisional hosting rights had been made permanent.
The Saudis have hosted the first two editions of the event, which sees the quarterfinals, semifinals and final played in ‌a centralised venue, since the continent's premier club competition was restructured before the 2024/2025 season.
Jeddah-based outfit Al-Ahli have won the **** le on the two occasions the city has hosted the ⁠finals, defeating **** an's Kawasaki ⁠Frontale in 2025 before beating Machida Zelvia, also from **** an, in May.
The upcoming edition of the tournament, which ⁠features the domestic champions of the leading competitions from ⁠the region, will ⁠see the league phase expanded from 24 to 32 teams.
The qualifying rounds will start on August 11, ‌with the draw for the league phase to be held in Kuala Lumpur ‌on ‌August 18 and play commencing on September 14.

#league #arabia

The Dow Jones Industrial Average remained strong into the final moments of trading on Tuesday, but Micron Technology (MU) was among the memory-chip makers that got pounded. Meanwhile, Dow stock Apple (AAPL) hit a coveted level only Nvidia (NVDA) has reached. And ***** eX stock ended a short losing streak while SK Hynix (SKHY) got pummeled on the stock market today.
The Dow ended the day up 1%, or around 537 points, locking in its third consecutive advance. The S&P 500 closed 0.2% higher but held below its 50-day moving average. The Nasdaq composite lost 0.2% as chip names fell hard. The Nasdaq-100 closed down 1%. With the recent sell-off in AI and semiconductor stocks, the index's intraday low of 27,452.95 touched into correction territory as that level was nearly 11% under its record high of 30,762.20.
Small caps improved in the final stretch, with the Russell 2000 ending up 0.2%.
Stocks had found upside support as oil prices slumped. While talks between the U.S. and Iran continue, reports said Oman is in discussions with other Gulf nations about how to manage the Strait of Hormuz. Brent crude, the international benchmark, fell to $81.90, and West Texas intermediate futures lost roughly 4% to $79.20 per barrel.
Also falling, the 10-year Treasury yield dropped 4 basis points to 4.6% and bitcoin declined to near $63,900.

#final

The world's third-largest liner operator is taking a major leap toward becoming a major player in the ports business.
French liner CMA CGM and private equity investor Stonepeak of New York today announced the formation of United Ports LLC, a joint venture aimed at expanding the former's global network of marine terminals.
Stonepeak will invest $2.4 billion in the initiative, and receive a 25% minority stake, the partners said in a release.
"The creation of United Ports LLC, our joint venture with Stonepeak, marks an important step in the development of our terminal activities in the United States and globally," said Rodolphe Saade, chairman and chief executive of closely-held CMA CGM Group.
The venture opened its doors with what are described as 10 key port **** ets on four continents:

#liner #major

Nedim Bajrami is expected to leave Rangers in the coming days, with a return to Italian football emerging as the most likely destination for the 27-year-old Albania winger. (Inside Ibrox)
Leicester City and Swansea City are leading the race to sign John Souttar, with the 29-year-old Scotland centre-half certain to end his four years with Rangers. (Rangers Review)
Rangers and Cardiff City face serious competition for Tromso midfielder Jens Hjerto-Dahl, with Hull City now very interested in the 20-year-old. (Rune Robertsen on X)
Trabzonspor are to make a transfer bid of a one-season loan with an £8.6m purchase option for Besiktas winger Vaclav Cerny, the 28-year-old who spent a year on loan with Rangers. (MyNet)
League One club Luton Town have held talks with Rangers over a move for 23-year-old winger Ross McCausland. (Rangers Review)

#year #italian

Gary O'Neil's Ipswich Town lost their second pre-season friendly 2-1 against La Liga side Osasuna.
The Spanish side took the lead in the opening five minutes, through a rebounded effort from Miguel Auria.
Chuba Akpom, who joined Ipswich on a permanent deal from Ajax in May 2026, scored a second-half equaliser eight minutes after being substituted on.
However, a fantastic strike from Osasuna's Raul Moro ricocheted off the underside of the crossbar to gift the La Liga outfit a pre-season victory at the JobServe Community Stadium.
O'Neil has now failed to win both his opening two warm-up games after the Tractor Boys were held to a goalless draw against Cartagena, who play in the second-tier in Spain.

#season #minutes #gary

WEST SACRAMENTO, Calif. (AP) — Andrew Monasterio hit a two-run home run in the 10th inning and the Boston Red Sox held on to beat the Athletics 4-2 on Wednesday night.
Monasterio and Caleb Durbin each had three hits and Jahmal Jones also homered to lead the Red Sox to a win at Sutter Health Park a night after their road winning streak ended at 10 games.
The Red Sox won despite stranding six runners over the three innings prior to Monasterio's winner.
With Romy Gonzalez at second to begin the 10th, Monasterio crushed a 2-0 fastball off Jose Suarez (1-3) as many fans wearing Red Sox jerseys cheered in the A's home stadium.
Jonah Heim homered and had three hits for the A's, including the 500th of his career. Lawrence Butler added his sixth home run.

#homered #calif

CMA CGM posted impressive Q2 earnings as it navigated volatile supply chain conditions to substantial increases in container volumes and profit.
The closely-held provider of diversified logistics services based in Marseille today said maritime volumes rose 6% to 6.3 million container units from 5.97 million in 2025. Revenue spiked 22% to $9.96 billion from $8.17 billion, while earnings before interest, taxes, depreciation and amortization (EBITDA) were up 42.4%, to $2.26 billion from $1.59 billion. EBITDA margin improved from 19.4% to 22.7%
"Against a backdrop of continued geopolitical instability, the Group delivered solid results in the second quarter of 2026, driven by the performance of our shipping activities, the growth of our terminals and air cargo businesses, and the complementary strengths of our logistics operations," said Rodolphe Saade, chairman and chief executive, whose family controls CMA CGM. "This performance reflects our strategy of expanding in key markets and investing in strategic **** ets. They once again demonstrate the strength of our model, our agility and our resilience, all in support of delivering reliable, high-quality service to our customers."
The company said that the second quarter of 2026 was "a particularly volatile market environment for the shipping and logistics industry, marked by the multiplication of geopolitical conflicts, particularly in the Middle East, and a high level of macroeconomic uncertainty."
Overall revenue grew 19.2% to $15.69 billion from $13.17 billion as EBITDA improved 31% to $2.99 billion from $2.28 billion and EBITDA margin was up 1.7 points to 19% from 17.3%. Net income was better at $770 million from $520 million.

#billion #Logistics #container

CHICAGO − Ohio State football coach Ryan Day said the handful of players who were held out at the end of spring practice in April have been participants in summer workouts and are due to return for the start of training camp in August.
Austin Siereveld and Phillip Daniels, the Buckeyes' returning starting left and right tackles, and Earl Little Jr., a transfer safety from Florida State, were among those who underwent procedures late in spring practice.
Day did not divulge the details of the injuries to Siereveld and Daniels during the spring, but then described their procedures as small ones. He said Little had a cleanup procedure on a knee that led him to miss the spring game.
"It's good to get all those guys back and have a full summer with them, which has been great," Day said during Big Ten media days on July 29. "Now we're ready for the preseason and everything looks good. I think it was the right thing to do. At the end of the year, you've got to clean up your shoulders, you've got to clean up your knees. All that went well."
While Siereveld started at left tackle last season, he also made six starts at left guard in 2024 and could slide inside if the Buckeyes reconfigure their offensive line to include Ian Moore, a promising redshirt sophomore.

#summer

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#letter #software

Trump's latest comments cooled oil prices, but talks over ending the Strait of Hormuz blockade could prove far more consequential.
Hedge Funds Pile Back into Oil as Chokepoint Risks Return
- The signing of the US-Iran Memorandum of Understanding triggered one of the largest hedge fund sell-offs for crude futures and options, however the closure of the Strait of Hormuz (and now of Bab el-Mandeb) has made bullishness in vogue again.
- Net positions held by hedge funds and other money managers in ICE Brent futures and options rebounded to the equivalent of more than 192 million barrels, a 2-month high, in the week ending July 21.
- Interestingly, the positioning of hedge funds in Nymex WTI has been somewhat stagnant throughout June-July, suggesting that speculative market participants prefer to avoid futures contract with physical delivery.

#futures #july

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#adsk #letter #software

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW). ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 27, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $107.78 per share, reflecting a market capitalization of $111.15 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Night View Capital stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"ServiceNow, Inc. (NYSE:NOW) runs the digital plumbing of the enterprise: the workflows that move a request from "someone asked" to "someone did it." Automation is not a threat to that kind of business. The more work an organization wants to hand to software agents, the more it needs a trusted place to route, track, and govern what those agents do. We added here as well during the quarter."
ServiceNow, Inc. (NYSE:NOW) ranks 25 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 108 hedge fund portfolios held ServiceNow, Inc. (NYSE:NOW) at the end of the first quarter, compared to 118 in the previous quarter. In the first quarter of 2026, ServiceNow, Inc.'s (NYSE:NOW) subscription revenues increased 19% year-over-year (in constant currency) to $3.67 billion. While we acknowledge the risk and potential of ServiceNow, Inc. (NYSE:NOW) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ServiceNow, Inc. (NYSE:NOW) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#servicenow #software #quarter

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 27, 2026, Salesforce, Inc. (NYSE:CRM) closed at $173.60 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 17.57%, and its shares lost 31.12% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $142.78 billion.
Night View Capital stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"Salesforce, Inc. (NYSE:CRM) is our clearest expression of the system-of-record thesis. It holds the customer relationships of a large slice of the corporate world. That data is the fuel for every AI sales and service agent a company might want to deploy, and the natural place to deploy them is inside the platform that already holds the data. When the software selloff was at its most indiscriminate, we added to our position. We were, in effect, buying the fear."
Salesforce, Inc. (NYSE:CRM) ranks 28 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 101 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the first quarter, compared to 115 in the previous quarter. While we acknowledge the risk and potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Salesforce, Inc. (NYSE:CRM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#salesforce #letter #investor

Binance co-founder and Canadian entrepreneur Changpeng "CZ" Zhao is promoting a new crypto passport for use across Asia.
CZ discussed the crypto passport and how it would work during a discussion at the ASEAN Tech Summit Manila 2026 held in the Philippines.
The session covered digital ******* ets, stablecoins and the future of regional finance.
More From Cryptoprowl:
MEXC Adds Five Ondo Tokenized Stocks Spanning Semiconductors to Power Infrastructure

#Binance #changpeng #ASEAN #Tech

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

Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund's Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index's 33.65% gain. Stock selection in semiconductors, technology hardware and software, together with an off-benchmark electrical equipment allocation, supported relative performance, while exposure to financials, consumer discretionary and healthcare detracted. Technology stocks rallied as concerns over the Iran conflict eased and AI infrastructure spending boosted demand for semiconductors, memory, networking, servers and power solutions. The Fund expects AI and data-centre investment to remain strong, supported by broadening earnings growth and improving software bookings, cloud consumption and customer spending. However, geopolitical uncertainty, higher interest rates and heavy AI investment could pressure valuations and free cash flow. The strategy holds 50–75 technology companies across market capitalisations and uses bottom-up GARP research to identify misunderstood and undervalued businesses in the technology industry. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Columbia Seligman Global Technology Fund highlighted Applied Materials, Inc. (NASDAQ:AMAT). Applied Materials, Inc. (NASDAQ:AMAT) provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries. On July 27, 2026, Applied Materials, Inc. (NASDAQ:AMAT) closed at $516.89 per share. One-month return of Applied Materials, Inc. (NASDAQ:AMAT) was -28.51% and its shares gained 174.34% over the past 52 weeks. Applied Materials, Inc. (NASDAQ:AMAT) has a market capitalization of about $410.39 billion.
Columbia Seligman Global Technology Fund stated the following regarding Applied Materials, Inc. (NASDAQ:AMAT) in its Q2 2026 investor letter:
"The fund also held an overweight position in Applied Materials, Inc. (NASDAQ:AMAT), which operates in a similar ******* e as Lam Research. The company's share price rose during the quarter as its investor base grew more confident that AI-driven semiconductor demand would support sustained wafer fabrication equipment spending, specifically in leading-edge logic and advanced packaging."
Applied Materials, Inc. (NASDAQ:AMAT) ranks 39 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 138 hedge fund portfolios held Applied Materials, Inc. (NASDAQ:AMAT) at the end of the first quarter, up from 111 in the previous quarter. In the second quarter of fiscal 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported record revenue of $7.91 billion, up 13% sequentially and 11% year-over-year. While we acknowledge the potential of Applied Materials

Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund's Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index's 33.65% gain. Stock selection in semiconductors, technology hardware and software, together with an off-benchmark electrical equipment allocation, supported relative performance, while exposure to financials, consumer discretionary and healthcare detracted. Technology stocks rallied as concerns over the Iran conflict eased and AI infrastructure spending boosted demand for semiconductors, memory, networking, servers and power solutions. The Fund expects AI and data-centre investment to remain strong, supported by broadening earnings growth and improving software bookings, cloud consumption and customer spending. However, geopolitical uncertainty, higher interest rates and heavy AI investment could pressure valuations and free cash flow. The strategy holds 50–75 technology companies across market capitalisations and uses bottom-up GARP research to identify misunderstood and undervalued businesses in the technology industry. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Columbia Seligman Global Technology Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On July 27, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $494.95 per share. One-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -14.80% and its shares gained 178.94% over the past 52 weeks. Advanced Micro Devices, Inc. (NASDAQ:AMD) has a market capitalization of about $807.07 billion.
Columbia Seligman Global Technology Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"The fund did not own some of the larger central processing unit (CPU) companies such as Advanced Micro Devices, Inc. (NASDAQ:AMD) and the server CPU opportunity is having a renaissance driven by agentic AI. This lack of exposure ultimately detracted from performance, as the companies' share prices moved sharply higher during the quarter."
Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 20 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 134 hedge fund portfolios held Advanced Micro Devices, Inc. (NASDAQ:AMD) at the end of the first quarter, up from 132 in the previous quarter. While we acknowledge the potential of Advanced Micro Devices, Inc. (NASDAQ:AMD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extreme