1 hr. 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.
Management attributes the significant Q2 outperformance to a rally in finished product markets, specifically fat and protein prices, alongside favorable trade-related developments.
The Feed Ingredients segment benefited from robust biofuel demand and tightening global fish meal supplies, which strengthened protein values and supported improved gross margins.
Operational excellence programs, including contract management and price risk optimization, are delivering on the Investor Day promise to generate $150 million to $300 million in additional EBITDA over three years.
The Food segment is undergoing a structural shift from gelatin to higher-margin collagen, with collagen currently generating 2.5x to 3x the margin of traditional gelatin products.
#protein #segment #million
Management attributes the significant Q2 outperformance to a rally in finished product markets, specifically fat and protein prices, alongside favorable trade-related developments.
The Feed Ingredients segment benefited from robust biofuel demand and tightening global fish meal supplies, which strengthened protein values and supported improved gross margins.
Operational excellence programs, including contract management and price risk optimization, are delivering on the Investor Day promise to generate $150 million to $300 million in additional EBITDA over three years.
The Food segment is undergoing a structural shift from gelatin to higher-margin collagen, with collagen currently generating 2.5x to 3x the margin of traditional gelatin products.
#protein #segment #million
1 hr. ago
CoreWeave (CRWV) is pushing higher on July 30 after announcing a partnership with government IT giant Leidos to bring secure, specialized AI cloud infrastructure to U.S. federal agencies.
In a joint press release, the companies said their collaboration will target defense, intelligence, and national security applications across classified government environments.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most **** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#coreweave #july #leidos
In a joint press release, the companies said their collaboration will target defense, intelligence, and national security applications across classified government environments.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most **** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#coreweave #july #leidos
2 hours ago
Less-than-truckload carrier Saia's shares were off 12% in midday trading on Thursday following a better-than-expected second-quarter report that was muted by management's softer third-quarter margin outlook. The company has made real estate investments totaling over $1 billion in recent years, and its new locations are still working to close the profitability gap to the rest of the network.
Saia (NASDAQ: SAIA) reeled in its full-year margin outlook on a Thursday call with ***** ysts. It now expects to hit the lower end of a guidance range calling for 100 to 200 basis points of year-over-year improvement.
"Our strong second quarter results highlight the continued enhancement of our expanded service offering, disciplined execution and the commitment of our team members," said Saia CEO Fritz Holzgrefe. "We achieved record revenue and tonnage, along with a second-quarter record in shipments, reflecting solid growth across our network."
The Johns Creek, Georgia-based company reported second-quarter earnings per share of $3.51 on Thursday before the market opened. The result was 84 cents higher y/y and 12 cents better than the consensus estimate. A lower tax rate compared to the prior-year quarter was a 2-cent tailwind. A $3 million decline in net interest expense was an 8-cent tailwind.
Revenue was 17% higher y/y at 957 million, largely in line with consensus. Both tonnage and yield increased by 8% y/y. (Yield was down 2% excluding fuel surcharges.)
#quarter #saia #better
Saia (NASDAQ: SAIA) reeled in its full-year margin outlook on a Thursday call with ***** ysts. It now expects to hit the lower end of a guidance range calling for 100 to 200 basis points of year-over-year improvement.
"Our strong second quarter results highlight the continued enhancement of our expanded service offering, disciplined execution and the commitment of our team members," said Saia CEO Fritz Holzgrefe. "We achieved record revenue and tonnage, along with a second-quarter record in shipments, reflecting solid growth across our network."
The Johns Creek, Georgia-based company reported second-quarter earnings per share of $3.51 on Thursday before the market opened. The result was 84 cents higher y/y and 12 cents better than the consensus estimate. A lower tax rate compared to the prior-year quarter was a 2-cent tailwind. A $3 million decline in net interest expense was an 8-cent tailwind.
Revenue was 17% higher y/y at 957 million, largely in line with consensus. Both tonnage and yield increased by 8% y/y. (Yield was down 2% excluding fuel surcharges.)
#quarter #saia #better
2 hours ago
Shake Shack (NYSE: SHAK) reports second-quarter earnings on Wednesday, Aug. 5, but if you're long on Shake Shack, you should focus less on whether the company beats estimates and more on whether its growth story remains intact. So far, it does.
In Q1, revenue climbed 14.3% year over year to $366.7 million, while same-store sales increased 4.6%. The company also opened 17 company-operated restaurants and five licensed locations, continuing one of the fastest expansion plans in the fast-casual industry. I've personally seen quite a few at the travel plazas along the New York Thruway. They're becoming about as common as Chick-fil-A and Starbucks.
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 »
Expansion hasn't been an issue. But the challenge of profitability is very real. That shouldn't be taken lightly.
Higher beef costs, pre-opening expenses, and investments in technology and marketing helped push Shake Shack to a small net loss of $0.3 million in Q1, compared with net income of $4.5 million a year earlier. Those same pressures prompted management to lower its Q2 and full-year profit guidance. The company now expects Q2 revenue of $415 million to $420 million from a previous range of $424 million to $428 million. It also reduced its full-year adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance to $225 million to $235 million, down from $230 million to $245 million.
#company #year #shake #NVIDIA
In Q1, revenue climbed 14.3% year over year to $366.7 million, while same-store sales increased 4.6%. The company also opened 17 company-operated restaurants and five licensed locations, continuing one of the fastest expansion plans in the fast-casual industry. I've personally seen quite a few at the travel plazas along the New York Thruway. They're becoming about as common as Chick-fil-A and Starbucks.
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 »
Expansion hasn't been an issue. But the challenge of profitability is very real. That shouldn't be taken lightly.
Higher beef costs, pre-opening expenses, and investments in technology and marketing helped push Shake Shack to a small net loss of $0.3 million in Q1, compared with net income of $4.5 million a year earlier. Those same pressures prompted management to lower its Q2 and full-year profit guidance. The company now expects Q2 revenue of $415 million to $420 million from a previous range of $424 million to $428 million. It also reduced its full-year adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance to $225 million to $235 million, down from $230 million to $245 million.
#company #year #shake #NVIDIA
2 hours ago
Bitcoin faced a fresh downside warning Thursday after economist and longtime crypto critic Peter Schiff said the selloff spreading through technology stocks could eventually reach the broader U.S. market and hit Bitcoin even harder.
"The entire U.S. stock market is overpriced, not just tech. I also expect a much bigger selloff in Bitcoin," Schiff wrote on X as technology names came under pressure.
His warning arrived while the Dow Jones Industrial Average was up more than 400 points despite heavier losses across the technology sector. Schiff viewed that split as temporary, arguing that broader indices had not yet absorbed the same correction already moving through higher-valued tech companies.
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#selloff #market
"The entire U.S. stock market is overpriced, not just tech. I also expect a much bigger selloff in Bitcoin," Schiff wrote on X as technology names came under pressure.
His warning arrived while the Dow Jones Industrial Average was up more than 400 points despite heavier losses across the technology sector. Schiff viewed that split as temporary, arguing that broader indices had not yet absorbed the same correction already moving through higher-valued tech companies.
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Ramp Network Brings Multichain Wallet and Rewards to EU
#selloff #market
2 hours ago
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Mortgage rates rose to their highest level in a year amid the re-escalating conflict with Iran and investors grew more worried about the Federal Reserve's plans to tame inflation.
The average 30-year mortgage rate rose 8 basis points to 6.66% this week through Wednesday, according to Freddie Mac data, hitting its highest level since the end of July 2025.
Rates are likely to go higher from here. Government bond yields, which mortgage rates closely track, surged on Wednesday after the Federal Reserve opted to hold short-term interest rates steady, with three voting members supporting a hike.
Bond investors, worried about the Fed's commitment to taming inflation, sold off long-term Treasuries, sending the 30-year Treasury yield to its highest level in nearly two decades. The 10-year Treasury yield, which has the closest relationship with mortgage rates, jumped more than 4 basis points on Thursday to 4.67%.
#rates #mortgage #highest #rose
Mortgage rates rose to their highest level in a year amid the re-escalating conflict with Iran and investors grew more worried about the Federal Reserve's plans to tame inflation.
The average 30-year mortgage rate rose 8 basis points to 6.66% this week through Wednesday, according to Freddie Mac data, hitting its highest level since the end of July 2025.
Rates are likely to go higher from here. Government bond yields, which mortgage rates closely track, surged on Wednesday after the Federal Reserve opted to hold short-term interest rates steady, with three voting members supporting a hike.
Bond investors, worried about the Fed's commitment to taming inflation, sold off long-term Treasuries, sending the 30-year Treasury yield to its highest level in nearly two decades. The 10-year Treasury yield, which has the closest relationship with mortgage rates, jumped more than 4 basis points on Thursday to 4.67%.
#rates #mortgage #highest #rose
2 hours ago
Memory has become the latest pressure point in the AI hardware race. With demand for high-bandwidth memory (HBM) continuing to outstrip supply, soaring memory prices are beginning to ripple across the semiconductor industry, forcing companies to rethink product designs and pricing strategies. Even Nvidia Corporation (NVDA), the undisputed leader of the AI chip market, appears to be feeling the effects.
On Wednesday, Wedbush Securities highlighted how rising memory costs are increasingly influencing Nvidia's business, from changes to the configuration of its upcoming Vera Rubin platform to another reported round of price hikes for its consumer graphics cards. The brokerage believes the company is navigating not only higher costs but also persistent supply constraints in a market where memory has become just as critical as the GPUs themselves.
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
This Dividend Stock Is Up 22% in a Month Despite Mixed Q2 Earnings. Don't Sell Just Yet.
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#market #costs #even #NVIDIA
On Wednesday, Wedbush Securities highlighted how rising memory costs are increasingly influencing Nvidia's business, from changes to the configuration of its upcoming Vera Rubin platform to another reported round of price hikes for its consumer graphics cards. The brokerage believes the company is navigating not only higher costs but also persistent supply constraints in a market where memory has become just as critical as the GPUs themselves.
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
This Dividend Stock Is Up 22% in a Month Despite Mixed Q2 Earnings. Don't Sell Just Yet.
Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!
#market #costs #even #NVIDIA
2 hours ago
September WTI crude oil (CLU26) today is down -0.16 (-0.19%), and September RBOB gasoline (RBU26) is down -0.0740 (-2.29%).
Crude oil and gasoline prices gave up an overnight advance and turned lower on hopes for a diplomatic solution to the US-Iran war, along with signs of increased oil tanker traffic through the Strait of Hormuz. Crude prices initially moved higher today after the dollar index ($DXY) dropped to a 6-week low. Ongoing hostilities in the Middle East are also underpinning crude prices.
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Crude Oil Prices Soar as US-Iran Tensions Escalate
#down #rbob
Crude oil and gasoline prices gave up an overnight advance and turned lower on hopes for a diplomatic solution to the US-Iran war, along with signs of increased oil tanker traffic through the Strait of Hormuz. Crude prices initially moved higher today after the dollar index ($DXY) dropped to a 6-week low. Ongoing hostilities in the Middle East are also underpinning crude prices.
How Volatility Clustering Could Trigger a Comeback in Baker Hughes (BKR) Stock
Nat-Gas Prices Rebound Ahead of August Contract Expiration
Crude Oil Prices Soar as US-Iran Tensions Escalate
#down #rbob
2 hours ago
The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector.
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% in Q1 2026 and projects a 58%–63% increase in Q2. NAND flash prices are also expected to remain strong.
The price surges come as the global memory supply struggles to keep pace with demand. Some industry experts expect the memory shortage to last beyond 2030.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) and SanDisk Corporation (NASDAQ:SNDK) have emerged as two of the biggest beneficiaries of the memory shortage.
#prices #dram #NASDAQ
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% in Q1 2026 and projects a 58%–63% increase in Q2. NAND flash prices are also expected to remain strong.
The price surges come as the global memory supply struggles to keep pace with demand. Some industry experts expect the memory shortage to last beyond 2030.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) and SanDisk Corporation (NASDAQ:SNDK) have emerged as two of the biggest beneficiaries of the memory shortage.
#prices #dram #NASDAQ
2 hours 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.
Shell reported adjusted second-quarter earnings of $9.84 billion, more than double last year's level and ahead of ***** yst expectations. Higher oil and gas prices, strong trading and healthy refining margins helped deliver the company's best quarterly profit since the 2022 energy shock after Russia's invasion of Ukraine.
Shell also kept buybacks at $3 billion for the next quarter. The message was simple: geopolitical chaos is bad for the world, but very good for integrated oil giants.
Shell posted adjusted earnings of $9.84 billion for the April-to-June quarter.
That beat ***** yst expectations of about $8.8 billion and was up from $4.26 billion a year earlier. It also improved sharply from $6.92 billion in the first quarter.
#shell #quarter #next #tell
Shell reported adjusted second-quarter earnings of $9.84 billion, more than double last year's level and ahead of ***** yst expectations. Higher oil and gas prices, strong trading and healthy refining margins helped deliver the company's best quarterly profit since the 2022 energy shock after Russia's invasion of Ukraine.
Shell also kept buybacks at $3 billion for the next quarter. The message was simple: geopolitical chaos is bad for the world, but very good for integrated oil giants.
Shell posted adjusted earnings of $9.84 billion for the April-to-June quarter.
That beat ***** yst expectations of about $8.8 billion and was up from $4.26 billion a year earlier. It also improved sharply from $6.92 billion in the first quarter.
#shell #quarter #next #tell
3 hours ago
The S&P 500 Index ($SPX) (SPY) today is up +0.86%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.65%. September E-mini S&P futures (ESU26) are up +0.84%, and September E-mini Nasdaq futures (NQU26) are up +2.69%.
Stock indexes are rallying sharply today after strong growth at Microsoft reassured investors that massive spending on artificial intelligence is starting to pay off. Microsoft is up more than +13% after reporting late Wednesday that Q4 Azure and other cloud services revenue ex-forex rose +43%, better than the consensus of +39.3% and the fastest quarterly growth in four years. Microsoft's positive earnings are also fueling a sharp rally in chipmakers and AI-infrastructure stocks, pushing the overall market even higher. The markets will get another look at megacap earnings when Amazon.com and Apple report after today's close.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #index #mini
Stock indexes are rallying sharply today after strong growth at Microsoft reassured investors that massive spending on artificial intelligence is starting to pay off. Microsoft is up more than +13% after reporting late Wednesday that Q4 Azure and other cloud services revenue ex-forex rose +43%, better than the consensus of +39.3% and the fastest quarterly growth in four years. Microsoft's positive earnings are also fueling a sharp rally in chipmakers and AI-infrastructure stocks, pushing the overall market even higher. The markets will get another look at megacap earnings when Amazon.com and Apple report after today's close.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #index #mini
3 hours ago
Blackstone Inc. (NYSE:BX) just posted one of its stronger quarters in years. Profit available to shareholders jumped 26% to $1.52 a share, beating estimates that were clustered around $1.33 to $1.35. Total ******* ets under management grew 11% to $1.35 trillion, and revenue jumped 36% to $5.04 billion. Nine of the firm's ten best-performing investments right now are tied to artificial intelligence. Yet Blackstone's stock is down about 20% so far this year as of July 23, roughly in line with its peers.
Part of the answer is that not every number was strong. Base management fees, one of the metrics ******* ysts watch most closely, came in lighter than expected. The private credit business, which lends money to companies rather than owning them outright, had its second straight quarter of falling profit, down 6% to $373 million. That business also saw its flagship retail fund pull in just $1 billion from wealthy individual investors this quarter, down sharply from $1.9 billion last quarter and $3.7 billion a year ago, as some retail investors grew nervous about private credit generally and pulled money out. President Jon Gray of Blackstone said withdrawal requests have "slowed materially" so far in the current quarter, which is a positive sign, but the pullback itself was real.
This makes you wonder: Is Blackstone Inc. (NYSE: BX)'s AI-driven growth fast enough to keep the whole firm doing well even when other parts are struggling, or is the market right to be cautious?
Blackstone's AI bet goes back to 2021, when it took data center operator QTS private for $10 billion. This quarter, it struck new deals tied to Google's AI chips, Broadcom chip financing, and Anthropic compute, and sold a data center portfolio for $8 billion and a battery storage company for $7 billion. Infrastructure financing is a real fee engine now too, a record $321 million in transaction fees this quarter, nearly double last year. Gray argues Blackstone Inc. (NYSE:BX) deserves a higher valuation than it gets: almost no debt, a dividend yield near 4%, and tech-like growth at a discount to tech multiples. Data center leasing has scaled from 1 gigawatt in 2024 to 2 in 2025 to a pace of at least 7 this year, built on signed contracts with creditworthy clients rather than speculative building. The firm is also expanding abroad, joining a $16 billion Kuwait pipeline deal and planning a new Dubai office.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
#blackstone #data #private
Part of the answer is that not every number was strong. Base management fees, one of the metrics ******* ysts watch most closely, came in lighter than expected. The private credit business, which lends money to companies rather than owning them outright, had its second straight quarter of falling profit, down 6% to $373 million. That business also saw its flagship retail fund pull in just $1 billion from wealthy individual investors this quarter, down sharply from $1.9 billion last quarter and $3.7 billion a year ago, as some retail investors grew nervous about private credit generally and pulled money out. President Jon Gray of Blackstone said withdrawal requests have "slowed materially" so far in the current quarter, which is a positive sign, but the pullback itself was real.
This makes you wonder: Is Blackstone Inc. (NYSE: BX)'s AI-driven growth fast enough to keep the whole firm doing well even when other parts are struggling, or is the market right to be cautious?
Blackstone's AI bet goes back to 2021, when it took data center operator QTS private for $10 billion. This quarter, it struck new deals tied to Google's AI chips, Broadcom chip financing, and Anthropic compute, and sold a data center portfolio for $8 billion and a battery storage company for $7 billion. Infrastructure financing is a real fee engine now too, a record $321 million in transaction fees this quarter, nearly double last year. Gray argues Blackstone Inc. (NYSE:BX) deserves a higher valuation than it gets: almost no debt, a dividend yield near 4%, and tech-like growth at a discount to tech multiples. Data center leasing has scaled from 1 gigawatt in 2024 to 2 in 2025 to a pace of at least 7 this year, built on signed contracts with creditworthy clients rather than speculative building. The firm is also expanding abroad, joining a $16 billion Kuwait pipeline deal and planning a new Dubai office.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
#blackstone #data #private
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) 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
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) 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
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) 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 Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#carillon #fund #letter #investment
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) 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 Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#carillon #fund #letter #investment
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."
#holdings #vertiv #carillon
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."
#holdings #vertiv #carillon
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Karman Holdings Inc. (NYSE:KRMN). Karman Holdings Inc. (NYSE:KRMN) engages in designing, testing, and manufacturing mission-critical systems in the United States. On July 29, 2026, Karman Holdings Inc. (NYSE:KRMN) closed at $45.59 per share. One-month return of Karman Holdings Inc. (NYSE:KRMN) was -19.12% and its shares gained -11.82% over the past 52 weeks. Karman Holdings Inc. (NYSE:KRMN) has a market capitalization of $6.04 billion with a 52-week trading range between $43.68 - $118.38.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q2 2026 investor letter:
"Karman Holdings Inc. (NYSE:KRMN) provides components and systems for existing and emerging missile, defense, and **** e programs. The company's stock underperformed after Karman reported quarterly organic growth that came in slightly below market expectations. Ongoing noise surrounding next year's defense budget also has weighed on most defense company valuations in recent months. Despite these near-term dynamics, Karman's positioning as a supplier to a wide range of the most rapidly growing military programs – spanning hypersonics, strategic missile defense, tactical munitions, and **** e and launch operations – provides significant visibility toward robust organic growth for the foreseeable future."
#carillon #defense
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Karman Holdings Inc. (NYSE:KRMN). Karman Holdings Inc. (NYSE:KRMN) engages in designing, testing, and manufacturing mission-critical systems in the United States. On July 29, 2026, Karman Holdings Inc. (NYSE:KRMN) closed at $45.59 per share. One-month return of Karman Holdings Inc. (NYSE:KRMN) was -19.12% and its shares gained -11.82% over the past 52 weeks. Karman Holdings Inc. (NYSE:KRMN) has a market capitalization of $6.04 billion with a 52-week trading range between $43.68 - $118.38.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q2 2026 investor letter:
"Karman Holdings Inc. (NYSE:KRMN) provides components and systems for existing and emerging missile, defense, and **** e programs. The company's stock underperformed after Karman reported quarterly organic growth that came in slightly below market expectations. Ongoing noise surrounding next year's defense budget also has weighed on most defense company valuations in recent months. Despite these near-term dynamics, Karman's positioning as a supplier to a wide range of the most rapidly growing military programs – spanning hypersonics, strategic missile defense, tactical munitions, and **** e and launch operations – provides significant visibility toward robust organic growth for the foreseeable future."
#carillon #defense
3 hours ago
By no means is ON Semiconductor (ON) an easy trade to navigate. Investors are increasingly skeptical about execution risks, particularly tied to how the tech company can fully integrate its $7 billion all-stock deal to buy edge-AI and connectivity chipmaker Synaptics (SYNA). At the same time, the strategic decision should help the firm gain additional ground in the competitive AI ****** e, thus raising an interesting question for ON stock.
Basically, there's a compelling quantitative case that the ticker could be a discount, at least in the near term. It's not a matter of opinion but rather inductive logic. Previously, when ON stock suffered similar bearish cycles, the share price popped higher — perhaps due to dead-cat bounce mechanics — before settling into a consolidatory range.
Corning Delivers Strong FCF Results, But Investors Play GLW Stock's Drop With an Unusual Short-Put Play
How Volatility Clustering Could Trigger a Comeback in Baker Hughes (BKR) Stock
Long Call ****** erfly Trade Ideas for July 27th
#trade #synaptics #corning
Basically, there's a compelling quantitative case that the ticker could be a discount, at least in the near term. It's not a matter of opinion but rather inductive logic. Previously, when ON stock suffered similar bearish cycles, the share price popped higher — perhaps due to dead-cat bounce mechanics — before settling into a consolidatory range.
Corning Delivers Strong FCF Results, But Investors Play GLW Stock's Drop With an Unusual Short-Put Play
How Volatility Clustering Could Trigger a Comeback in Baker Hughes (BKR) Stock
Long Call ****** erfly Trade Ideas for July 27th
#trade #synaptics #corning
3 hours ago
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When Treasury yields reach multiyear highs, some investors get nervous. Higher bond yields are triggered by lower bond prices, and the effects are felt across the financial spectrum: from investing in stocks and bonds to borrowing costs and savings returns.
Two-year and 10-year Treasury yields are rising. Meanwhile, the 30-year Treasury yield ended above 5% for the 14th consecutive trading session on July 24, its longest such streak since July 2007. So far this year, it has closed above 5% on 32 trading days, according to data from the Federal Reserve Bank of St. Louis.
Global bond yields across several major economies have climbed in tandem as higher oil prices, resilient economic data, and heavy government borrowing continue to add pressure.
Here is how rising Treasury yields could impact your finances.
#year #july #prices #across
When Treasury yields reach multiyear highs, some investors get nervous. Higher bond yields are triggered by lower bond prices, and the effects are felt across the financial spectrum: from investing in stocks and bonds to borrowing costs and savings returns.
Two-year and 10-year Treasury yields are rising. Meanwhile, the 30-year Treasury yield ended above 5% for the 14th consecutive trading session on July 24, its longest such streak since July 2007. So far this year, it has closed above 5% on 32 trading days, according to data from the Federal Reserve Bank of St. Louis.
Global bond yields across several major economies have climbed in tandem as higher oil prices, resilient economic data, and heavy government borrowing continue to add pressure.
Here is how rising Treasury yields could impact your finances.
#year #july #prices #across
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focusing on developing therapies for patients with serious and rare diseases. On July 23, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $103.12 per share, reflecting a market capitalization of $22.35 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month return of -10.60%, and its shares lost 7.00% over the past 52 weeks.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company underperformed primarily because first-quarter Brinsupri sales, which were ahead of consensus estimates, fell short of more bullish estimates. Fortunately, second-quarter prescription trends have been strong and point to sales closer to the high end of consensus expectations."
Insmed Incorporated (NASDAQ:INSM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the first quarter which was 75 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) 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.
#insmed #company
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focusing on developing therapies for patients with serious and rare diseases. On July 23, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $103.12 per share, reflecting a market capitalization of $22.35 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month return of -10.60%, and its shares lost 7.00% over the past 52 weeks.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company underperformed primarily because first-quarter Brinsupri sales, which were ahead of consensus estimates, fell short of more bullish estimates. Fortunately, second-quarter prescription trends have been strong and point to sales closer to the high end of consensus expectations."
Insmed Incorporated (NASDAQ:INSM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the first quarter which was 75 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) 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.
#insmed #company
3 hours ago
Intercontinental Exchange Inc. (NYSE:ICE) delivered second-quarter results that exceeded Wall Street's earnings expectations while matching revenue forecasts, supported by continued growth across each of its three operating divisions.
Investors responded positively to the report, with the company's shares rising about 1.8% in premarket trading on Thursday.
ICE reported adjusted diluted earnings of $1.90 per share for the second quarter, surpassing ***** ysts' consensus estimate of $1.88.
Quarterly revenue totaled $2.67 billion, in line with market expectations and 5% higher than the same period a year earlier.
"We are pleased to report our second quarter results, which reflect continued revenue and earnings per share growth and record open interest across our exchange complex," said Jeff Sprecher, ICE Chair and Chief Executive Officer.
#quarter #exchange #continued #across
Investors responded positively to the report, with the company's shares rising about 1.8% in premarket trading on Thursday.
ICE reported adjusted diluted earnings of $1.90 per share for the second quarter, surpassing ***** ysts' consensus estimate of $1.88.
Quarterly revenue totaled $2.67 billion, in line with market expectations and 5% higher than the same period a year earlier.
"We are pleased to report our second quarter results, which reflect continued revenue and earnings per share growth and record open interest across our exchange complex," said Jeff Sprecher, ICE Chair and Chief Executive Officer.
#quarter #exchange #continued #across
3 hours ago
What happened: Long-dated Treasury bond yields stayed elevated on Thursday as investors digested the Fed's decision to hold rates steady, while Wall Street pointed to signs of credibility trouble at the central bank.
The 10-year Treasury (^TNX) rose to 4.66% while the 30-year Treasury (^TYX) yield was at 5.21%, its highest level since 2007.
Read more: What soaring Treasury yields mean for your finances
What's behind the move: While the two-year bond yield shed four basis points during Fed Chairman Kevin Warsh's presser on Wednesday, the 10-year and 30-year inched higher.
The move on long-dated yields signals investors worry the Fed is falling behind the curve on inflation, prompting them to demand a higher yield premium to lock up capital long-term
#treasury #long #yield #bond
The 10-year Treasury (^TNX) rose to 4.66% while the 30-year Treasury (^TYX) yield was at 5.21%, its highest level since 2007.
Read more: What soaring Treasury yields mean for your finances
What's behind the move: While the two-year bond yield shed four basis points during Fed Chairman Kevin Warsh's presser on Wednesday, the 10-year and 30-year inched higher.
The move on long-dated yields signals investors worry the Fed is falling behind the curve on inflation, prompting them to demand a higher yield premium to lock up capital long-term
#treasury #long #yield #bond
3 hours ago
Starbucks (SBUX) kept its growth story piping hot in the third quarter as CEO Brian Niccol leads the company into year three of its turnaround plan.
Starbucks posted same-store sales growth of 7.9%, more than the 5.7% growth Wall Street expected, according to Bloomberg data, and above the 6.2% jump seen in Q2. Last year, the company saw a 2% decline in overall same-store sales growth in the third quarter.
The coffee chain reported adjusted earnings per share of $0.85, higher than the Street's $0.56 forecast and up from $0.50 per share in the same period last year. Revenue of $9.3 billion came in above the Street's $9.2 billion estimate but was down from $9.5 billion in the same period last year due to the transition of its China business to a joint venture.
"It's clear proof that our Back to Starbucks plan is working," Niccol told investors on the company's earnings call.
Starbucks stock rose more than 2% on Thursday as investors ****** sed the report.
#last #billion #niccol #Third
Starbucks posted same-store sales growth of 7.9%, more than the 5.7% growth Wall Street expected, according to Bloomberg data, and above the 6.2% jump seen in Q2. Last year, the company saw a 2% decline in overall same-store sales growth in the third quarter.
The coffee chain reported adjusted earnings per share of $0.85, higher than the Street's $0.56 forecast and up from $0.50 per share in the same period last year. Revenue of $9.3 billion came in above the Street's $9.2 billion estimate but was down from $9.5 billion in the same period last year due to the transition of its China business to a joint venture.
"It's clear proof that our Back to Starbucks plan is working," Niccol told investors on the company's earnings call.
Starbucks stock rose more than 2% on Thursday as investors ****** sed the report.
#last #billion #niccol #Third
4 hours 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 hours ago
Given the huge rally in S&P 500 stocks like Sandisk (SNDK) this year, it's no surprise semiconductor ETFs are thriving. But they're getting competition from oil ETFs.
Four of the top 10 actively traded nonleveraged ETFs this year are oil and energy related, says Morningstar Direct. That's exactly the same number of semiconductor ETFs that make the cut. In fact, $2-billion-in-assets United States Oil (USO) returned 74% this year, outperforming the 64% return of the top semiconductor ETF, First Trust Nasdaq Semiconductor (FTXL).
And shares of Marathon Petroleum (MPC) are up 90% this year. That outstrips the 2% gain by AI semiconductor juggernaut Nvidia (NVDA).
Unique trends are driving oil and semiconductor ETFs this year. And oil has gotten the upper hand in the past month.
"Oil's recent run is due to geopolitical risk premiums from Iran tensions and tech valuation digestion. Escalating war risks in the Middle East create immediate supply-shock fears, pushing oil commodity ETFs higher," said Todd Rosenbluth of TMX VettaFi. "Concurrently, heightened uncertainty triggers profit-taking in high-valuation growth ***** ets like chips, prompting a short-term rotation into traditional commodities."
#year #sandisk
Four of the top 10 actively traded nonleveraged ETFs this year are oil and energy related, says Morningstar Direct. That's exactly the same number of semiconductor ETFs that make the cut. In fact, $2-billion-in-assets United States Oil (USO) returned 74% this year, outperforming the 64% return of the top semiconductor ETF, First Trust Nasdaq Semiconductor (FTXL).
And shares of Marathon Petroleum (MPC) are up 90% this year. That outstrips the 2% gain by AI semiconductor juggernaut Nvidia (NVDA).
Unique trends are driving oil and semiconductor ETFs this year. And oil has gotten the upper hand in the past month.
"Oil's recent run is due to geopolitical risk premiums from Iran tensions and tech valuation digestion. Escalating war risks in the Middle East create immediate supply-shock fears, pushing oil commodity ETFs higher," said Todd Rosenbluth of TMX VettaFi. "Concurrently, heightened uncertainty triggers profit-taking in high-valuation growth ***** ets like chips, prompting a short-term rotation into traditional commodities."
#year #sandisk
4 hours ago
July 30 (Reuters) - Qualcomm shares fell about 5% on Thursday after the chipmaker's warning about higher memory costs and a steeper decline in revenue from Apple raised concerns about near-term profit growth.
A surge in AI infrastructure spending has tightened semiconductor supply chains, driving up costs for memory, wafers, packaging and testing. Qualcomm plans to pass on those increases to customers through double-digit price hikes.
"Cost increases and higher spending are significantly impacting margins, and while the company is trying to raise prices to compensate, the forthcoming data-center ramp seems likely to more than offset that pricing action," Bernstein **** ysts said.
Qualcomm said on Wednesday the benefits from price increases would emerge gradually over the next couple of quarters, and margins will be under pressure in the near term as existing contracts expire and new product cycles begin.
For the current quarter, Qualcomm forecast adjusted profit per share in the range of $2.05 to $2.25, well below LSEG-compiled **** ysts' average estimate of $2.36.
#term #profit #spending #price
A surge in AI infrastructure spending has tightened semiconductor supply chains, driving up costs for memory, wafers, packaging and testing. Qualcomm plans to pass on those increases to customers through double-digit price hikes.
"Cost increases and higher spending are significantly impacting margins, and while the company is trying to raise prices to compensate, the forthcoming data-center ramp seems likely to more than offset that pricing action," Bernstein **** ysts said.
Qualcomm said on Wednesday the benefits from price increases would emerge gradually over the next couple of quarters, and margins will be under pressure in the near term as existing contracts expire and new product cycles begin.
For the current quarter, Qualcomm forecast adjusted profit per share in the range of $2.05 to $2.25, well below LSEG-compiled **** ysts' average estimate of $2.36.
#term #profit #spending #price
6 hours ago
The first day of padded practice for the San Francisco 49ers also included the team's first fight of training camp.
The dustup was initiated when Fred Warner and tight end Jake Tonges got into a heated shoving match after a play according to ESPN's Nick Wagoner. However, it was linebacker Dre Greenlaw and running back Christian McCaffrey who ignited the fuse for a scuffle.
Greenlaw, per the SF Standard's Lombardi, shoved McCaffrey to the ground after the veteran RB caught a pass. That led to McCaffrey throwing the ball at Greenlaw and shoving him back. While things were heated between the two veterans, nothing escalated beyond that shoving.
A few plays later it was Warner and Tonges mixing it up to with Colton McKivitz and Dre Greenlaw catalyzing a kerfuffle that eventually involved the entire roster, per Wagoner.
Typically these types of fights happen well into camp when players have spent several days in the heat hitting their own teammates during their on-field workouts. That the 49ers are already getting into it on the first day with pads on is a sign that their intensity level may be ratcheted up a little higher than normal.
#first #tonges #back
The dustup was initiated when Fred Warner and tight end Jake Tonges got into a heated shoving match after a play according to ESPN's Nick Wagoner. However, it was linebacker Dre Greenlaw and running back Christian McCaffrey who ignited the fuse for a scuffle.
Greenlaw, per the SF Standard's Lombardi, shoved McCaffrey to the ground after the veteran RB caught a pass. That led to McCaffrey throwing the ball at Greenlaw and shoving him back. While things were heated between the two veterans, nothing escalated beyond that shoving.
A few plays later it was Warner and Tonges mixing it up to with Colton McKivitz and Dre Greenlaw catalyzing a kerfuffle that eventually involved the entire roster, per Wagoner.
Typically these types of fights happen well into camp when players have spent several days in the heat hitting their own teammates during their on-field workouts. That the 49ers are already getting into it on the first day with pads on is a sign that their intensity level may be ratcheted up a little higher than normal.
#first #tonges #back
8 hours ago
New England Patriots cornerback Christian Gonzalez stands alone at his position Madden NFL 27.
EA Sports revealed on Thursday that Gonzalez is the top rated cornerback in Madden 27 with a 98 overall rating.
Gonzalez was rated above Denver Broncos former AP Defensive Player of the Year Pat Surtain (97), Los Angeles Rams CB Trent McDuffie (94), Cleveland Browns CB Denzel Ward (93) and Houston Texans CB Derek Stingley Jr. (92).
The 24-year-old Gonzalez had a great year in 2025. He recorded 10 passes defensed on the year and furthered his status as one of the best cover corners in the NFL with many big plays, most notably in the playoffs for New England.
While Gonzalez was not named an All-Pro last season over the likes of Surtain, Stingley Jr., Devon Witherspoon or Quinyon Mitchell, the latter two of whom he also received a higher rating than, the Patriots star wowed with his ability to lock down opposing wide receivers in the biggest of moments, which was a distinguishing factor for the season that he had in 2025.
#england #Patriots #rating
EA Sports revealed on Thursday that Gonzalez is the top rated cornerback in Madden 27 with a 98 overall rating.
Gonzalez was rated above Denver Broncos former AP Defensive Player of the Year Pat Surtain (97), Los Angeles Rams CB Trent McDuffie (94), Cleveland Browns CB Denzel Ward (93) and Houston Texans CB Derek Stingley Jr. (92).
The 24-year-old Gonzalez had a great year in 2025. He recorded 10 passes defensed on the year and furthered his status as one of the best cover corners in the NFL with many big plays, most notably in the playoffs for New England.
While Gonzalez was not named an All-Pro last season over the likes of Surtain, Stingley Jr., Devon Witherspoon or Quinyon Mitchell, the latter two of whom he also received a higher rating than, the Patriots star wowed with his ability to lock down opposing wide receivers in the biggest of moments, which was a distinguishing factor for the season that he had in 2025.
#england #Patriots #rating
8 hours 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
8 hours ago
With the 2026 MLB Trade Deadline rapidly approaching this Monday, we're entering the final stretch as teams try to bolster their rosters and make one last postseason push. Since it's the final episode before the Baseball Bar-B-Cast Trade Deadline live show, we had to welcome ESPN Senior Baseball Reporter Jeff Passan to discuss all the potential deals that might—or might not—go down.
On this episode of Baseball Bar-B-Cast, Jake Mintz and Jordan Shusterman chat with Jeff about whether Detroit Tigers ace Tarik Skubal is likely to be on the move, why he'd love to see him stay in the Motor City and whether anyone can stop the Los Angeles Dodgers from acquiring him. The guys then dive into why the San Diego Padres' asking price for closer Mason Miller is higher than anyone expected, which teams to keep an eye on before Monday's 6 p.m. ET deadline and what David Stearns might do with the New York Mets roster as they navigate a disappointing season.
Later in the show, Jake and Jordan make their weekly picks for The Good, The Bad & The Uggla, including the Tigers calling up top prospect Max Clark and San Francisco Giants outfielder Harrison Bader getting into a scooter accident that ended his season. They also talk about the Women's Professional Baseball League kicking off this weekend and Joel Embiid posting about baseball.
0:52 - Jeff Passan joins the show!
3:43 - The latest on a Tarik Skubal trade
#Baseball #jake
On this episode of Baseball Bar-B-Cast, Jake Mintz and Jordan Shusterman chat with Jeff about whether Detroit Tigers ace Tarik Skubal is likely to be on the move, why he'd love to see him stay in the Motor City and whether anyone can stop the Los Angeles Dodgers from acquiring him. The guys then dive into why the San Diego Padres' asking price for closer Mason Miller is higher than anyone expected, which teams to keep an eye on before Monday's 6 p.m. ET deadline and what David Stearns might do with the New York Mets roster as they navigate a disappointing season.
Later in the show, Jake and Jordan make their weekly picks for The Good, The Bad & The Uggla, including the Tigers calling up top prospect Max Clark and San Francisco Giants outfielder Harrison Bader getting into a scooter accident that ended his season. They also talk about the Women's Professional Baseball League kicking off this weekend and Joel Embiid posting about baseball.
0:52 - Jeff Passan joins the show!
3:43 - The latest on a Tarik Skubal trade
#Baseball #jake
