Interested in Sunrun Inc.? Here are five stocks we like better.
Sunrun lowered its 2026 outlook: It now expects about $200 million in Cash Generation, down from a prior range of $200 million to $375 million, and approximately $4.6 billion in Aggregate Subscriber Value. The company cited installation volumes below expectations and, to a lesser extent, higher interest rates.
Installation trends were mixed: Direct installation volumes grew 9% year over year, while affiliate volumes fell 67%; Sunrun expects affiliates to decline more than 60% for the full year. Storage attachment reached a record 75%, and Upfront Net Subscriber Value rose to about $3,700 per customer.
Sunrun expects growth in 2027 and beyond: It anticipates higher overall installation volumes and meaningfully positive Cash Generation next year, while flagging insurance, California property taxes and capital costs as potential pressures. The company also plans to double its online storage capacity by the end of 2028.
3 Small Caps Hitting 52-Week Highs: Take Profits or Let Ride?

#volumes

Jessica Chastain brought bold color and a playful silhouette to her latest New York City appearance. The actor stepped out in a striking micro minidress that put her legs in the spotlight, while her blonde bob added another noticeable detail to the look. Rather than relying on elaborate accessories, she let the dress's graphic print take centre stage.
Jessica Chastain was spotted outside the Watch What Happens Live studios in New York City while promoting her upcoming film "Heartland". ? pic.twitter.com/DPTdjNzkid
— Jessica Chastain Crave ? (chastaincrave) November 4, 2026
For the outing, Jessica Chastain wore Emilio Pucci's Iride Print Cady Dress. The sleeveless design featured a square neckline, a fitted bodice, and a short wrap-style skirt that barely skimmed her thighs. Its hot pink, black, and brown geometric pattern featured sweeping diagonal stripes that gave the mini a bold, graphic finish.
An asymmetric panel crossed the front of the skirt, creating a layered effect and a subtle opening. The detail added dimension to the short silhouette without taking attention away from the vibrant print.

#jessica #chastain #added #detail

US stocks jumped on Wednesday after Democrats won control of both chambers of Congress in a seismic midterm election, paving the way for a divided government.
The Dow Jones Industrial Average (^DJI) rose 3%, or over 1,500 points, while the S&P 500 (^GSPC) climbed 1.7%. The Nasdaq Composite (^IXIC) traded up by 1.6% amid a post-election relief rally.
Markets swiftly repriced a Democratic sweep of the House and Senate — and the potential for ballot measures and newly elected officials to restrict data center construction. Chip stocks, including Nvidia (NVDA) and Micron (MU), fell. Meanwhile, other parts of the tech sector offset some of those losses, with Apple (AAPL) and Microsoft (MSFT) each hitting all-time highs.
Investors will also be watching for policy actions on housing and pharmaceuticals in the aftermath of the election. As Yahoo Finance's Jared Blikre pointed out on Tuesday, midterm elections have a history of shaping stock performance in the near term but don't tend to move markets much over the long term.
On the economic front, ISM and S&P data showed that US services activity expanded at a slower pace in October as businesses continued to grapple with elevated costs. Private-sector hiring, meanwhile, continued to show strength in October as an ADP report indicated "pretty solid job growth."

#election #october #continued

US stocks jumped on Wednesday after Democrats won control of both chambers of Congress in a seismic midterm election, paving the way for a divided government.
The Dow Jones Industrial Average (^DJI) rose 2.8%, or around 1,400 points, while the S&P 500 (^GSPC) climbed 1.7%. The Nasdaq Composite (^IXIC) traded up by 1.8% as Apple (AAPL) and Microsoft (MSFT) stocks touched record highs.
Markets swiftly repriced a Democratic sweep of the House and Senate — and the potential for ballot measures and newly elected officials to restrict data center construction. Chip stocks, including Nvidia (NVDA) and Micron (MU), fell more than 1%. Meanwhile, other parts of the tech sector offset some of those losses with Apple (AAPL) and Microsoft (MSFT) each hitting all-time highs.
Investors will also be watching for policy actions on housing and pharmaceuticals in the aftermath of the election.
As Yahoo Finance's Jared Blikre pointed out on Tuesday, midterm elections have a history of shaping stock performance in the near term but don't tend to move markets much over the long term.

#midterm #highs

Stocks have been shaky in recent weeks, with the S&P 500 (SNPINDEX: ^GSPC), Dow Jones Industrial Average (DJINDICES: ^DJI), and Nasdaq Composite (NASDAQINDEX: ^IXIC) slipping by around 3%, 4%, and 8%, respectively, from their recent all-time highs.
Investors are also feeling pessimistic about the future. The Fear and Greed Index measures investor sentiment on a scale from 0 to 100, with lower numbers indicating fear and higher values suggesting greed. As of this writing, the index sits at just 23 -- in the "extreme fear" category.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
If a stock market crash is coming, it's not all bad news for investors. Warren Buffett has a simple seven-word strategy for times like these, and it could help you generate life-changing wealth amid market volatility.
In 2008, Buffett penned an opinion piece for The New York Times. The U.S. was deep into the Great Recession at that point, with the S&P 500 having plunged nearly 40% over the previous year, and many investors were losing hope that the market would ever recover.

#greed #index

Former Texas A&M football players delivered several notable performances in Week 7 of the NFL season, including a breakout game from Cleveland Browns rookie wide receiver KC Concepcion and a career milestone for Cincinnati Bengals defensive end Cashius Howell.
Concepcion recorded career highs with eight receptions for 129 yards in Cleveland's 27-24 victory over the Tennessee **** ans. He also added 23 rushing yards on three carries, for 152 total yards from scrimmage. His performance earned him a nomination for the NFL's Rookie of the Week award.
The former Aggie became the first Browns rookie wide receiver since 2016 to surpass 100 receiving yards in a game. His 129 yards also ranked eighth in franchise history for a rookie in a single game. Over seven games, Concepcion has caught 30 passes for 315 yards, establishing himself as an emerging weapon in Cleveland's offense.
Howell also had a memorable afternoon in Cincinnati's 35-13 win over the Baltimore Ravens. The rookie defensive end recorded his first career NFL sack, bringing down quarterback Tyler Huntley for a four-yard loss on Baltimore's opening second-half drive.
The play helped force a punt as Cincinnati rallied from a 13-0 halftime deficit and scored 35 unanswered points to win. Howell, a second-round pick in the 2026 NFL draft, recorded 11.5 sacks in his final season at Texas A&M before moving to the professional level.

#howell #recorded #Browns

In a housing market where affordability is increasingly out of reach for many buyers, Vic Bulbon is looking at a type of property that's becoming less expensive: condominiums.
With national home prices near record highs and mortgage rates topping 7% in recent weeks, buying a home remains out of reach for many Americans. Condos appear to offer a rare bright spot, with prices falling across the country.
But even with cheaper sales prices, rising homeowners' **** ociation (HOA) fees and one-time special **** sments are driving up ownership costs.
Now, guidelines released this year by Fannie Mae and Freddie Mac, the government-sponsored agencies that back nearly half of all US home purchases, aim to reduce the financial and structural risks of condo buildings. Real estate agents told CNN that the changes could add pressure to the condo market by further driving up HOA fees, increasing the total monthly bill for condo owners, and potentially eroding the savings of a lower purchase price.
As of mid-October, condo sales prices lagged behind single-family home prices in 99 of the 100 largest markets in the United States, according to data from financial services company Intercontinental Exchange provided to CNN. Nationally, single-family home prices rose 1.5% from a year earlier, while condo prices fell 1.1%.

#prices #home #sales #year

It was everything the Houston Cougars envisioned when they joined the Big 12.
A ranked matchup, the program's first at TDECU Stadium since 2015. A sellout crowd of 42,544. And most importantly, a statement victory to catapult the Cougars further into the national conversation.
In front of the fourth-largest crowd in TDECU Stadium history, No. 20 Houston outlasted No. 18 Oklahoma State in an offensive shootout, earning its fourth consecutive victory and securing bowl eligibility with a 35-32 win.
"I really felt like we had a homefield advantage," Houston head coach Willie Fritz said. "They were loud and the student section I thought was outstanding. I appreciate everybody coming out and hopefully you saw what UH football is all about and also the experience here."
Houston never trailed after the first quarter, largely thanks to quarterback Conner Weigman. The rising Heisman candidate delivered arguably his finest performance in his five years of college football, bouncing back from an interception on the opening drive to throw for career-highs of 343 yards and five touchdowns. He completed 72.7 percent of attempts while consistently solving every puzzle the Oklahoma State defense threw at him.

#houston #stadium #victory #fourth

As of right now, we're in a bit of trouble.
I despise the fact that I've had to type that sentence and I accept that it's still early in the season and with plenty of time for things to change, but the fact is that Sunderland are enduring a terrible opening stanza of their 2026/2027 Premier League season.
Although Thursday night's Europa League victory over Torreense was memorable, this crash-and-burn display against the Cherries was a brutal comedown and featured all the hallmarks of this lethargic, disjointed side in full cry.
From back to front (bar Robin Roefs, who was exceptional), the Lads were dismal on Sunday and even though Régis Le Bris shuffled the starting eleven in an attempt to shore things up and seemingly eke out a 0-1 away win, it backfired spectacularly, leaving the head coach with yet more wreckage to sift through and a group of players for whom the highs of 2025/2026 must seem a lifetime away.
This wasn't inevitable.

#premier

Kansas City Chiefs wide receiver Xavier Worthy registered game highs with seven receptions and 73 yards on his seven targets in Week 6 against the Los Angeles Chargers.
SOURCE: USA TODAY
Why it Matters: Worthy was the No. 1 receiver with Rashee Rice sidelined, and the former University of Texas standout looked the part. He had some big catches, and he quickly earned the trust of Patrick Mahomes. For now, consider him as WR4 or flex fantasy option with some upside, at least until Rice is healthy enough to return.
This article originally appeared on USA TODAY: Xavier Worthy secures seven receptions in Week 6

#worthy #receiver

The OKC Thunder agreed to a five-year, $139 million rookie-scale contract extension with Cason Wallace on Sunday. ESPN's Shams Charania first reported the news.
Wallace averaged career highs of 8.6 points and 2.6 **** ists last season on 43.2% shooting from the field (35.1% from deep). He also recorded a league-leading 150 steals and earned an All-Defensive second team selection.
More: Lu Dort reflects on OKC Thunder legacy as 'new chapter' with Atlanta Hawks begins
OKC had until Monday to sign Wallace to a new deal and avoid him hitting restricted free agency next summer. It's a sign of confidence in the 22-year-old guard, who'll serve as the Thunder's top point-of-attack defender now that Lu Dort is gone.
It's also a sign of commitment from OKC's ownership group after the team made cost-cutting moves this summer. The Thunder traded Dort, Aaron Wiggins and Isaiah Joe in three separate deals for a combined seven second-round picks and didn't get any players in return. That helped it position itself $6.9 million underneath the second apron with one standard roster spot still open.

#sign #cason

The OKC Thunder agreed to a five-year, $139 million rookie-scale contract extension with Cason Wallace on Sunday. ESPN's Shams Charania first reported the news.
Wallace averaged career highs of 8.6 points and 2.6 **** ists last season on 43.2% shooting from the field (35.1% from deep). He also recorded a league-leading 150 steals and earned an All-Defensive second team selection.
More: Lu Dort reflects on OKC Thunder legacy as 'new chapter' with Atlanta Hawks begins
OKC had until Monday to sign Wallace to a new deal and avoid him hitting restricted free agency next summer. It's a sign of confidence in the 22-year-old guard, who'll serve as the Thunder's top point-of-attack defender now that Lu Dort is gone.
It's also a sign of commitment from OKC's ownership group after the team made cost-cutting moves this summer. The Thunder traded Dort, Aaron Wiggins and Isaiah Joe in three separate deals for a combined seven second-round picks and didn't get any players in return. That helped it position itself $6.9 million underneath the second apron with one standard roster spot still open.

#year #team

Montana Jordan and Jenna Jordan began dating in high school and are expecting their second child
Zoe Perry, Casey Wilson and Will Sasso are among cast members with long-term partners and families
Season 3 of Georgie & Mandy's First Marriage premieres Oct. 8
On-screen, the characters of Georgie & Mandy's First Marriage embrace the highs and lows that accompany relationships, but off-screen, the cast has simpler love stories to tell.
The third season of the Young Sheldon sequel and The Big Bang Theory prequel premieres Oct. 8. The latest installment will continue to follow young couple Georgie Cooper (Montana Jordan) and Mandy McAllister (Emily Osment) as they navigate parenthood, financial struggles and relationship ups and downs — all while dealing with the ever-present meddling of their families.

#georgie #montana #marriage #young

This has been a history-packed year for Wall Street. The Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) have all catapulted to several new highs, and Fed Chair Kevin Warsh was sworn in as only the 17th head of the Fed on May 22.
But the most game-changing event of them all might be Warsh and the Federal Open Market Committee (FOMC) kicking off only the fourth interest rate-hiking cycle of the 21st century on Sept. 16. Fed Chair Warsh and 11 other FOMC colleagues voted unanimously (12-0) to raise the federal funds target rate by 25 basis points to 3.75%-4.00%.
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 »
Kevin Warsh and the FOMC just shifted to a rate-hiking cycle. Image source: Official Federal Reserve Photo.
President Donald Trump hasn't been shy about voicing his displeasure with the FOMC's stance on interest rates. But in Warsh's comments to the press following the Sept. 15-16 FOMC meeting, he indirectly fired back at Donald Trump's ongoing interest rate critiques.

#rate #sept

Stocks are doing something that normally should not happen at the same time.
Major indexes keep closing at record highs even as Treasury yields climb to levels not seen in over two decades. That combination has traditionally meant trouble for expensive growth stocks, not fresh records.
Jim Cramer says there is a clear explanation for the disconnect. It comes down to just three companies carrying far more weight than their size alone would suggest.
Also read: Jim Cramer noticed something odd about the stock market
"Mad Money" host Jim Cramer said Nvidia, Microsoft and Meta are propping up the broader market even as surging Treasury yields pressure nearly everything else on Wall Street. "Here, I think there's tremendous distortion caused by some very big winners, namely Nvidia, Microsoft and Meta," he said.

#cramer #meta #market

It's common for new investors to want to hit home runs in their first at-bats. That situation is arguably amplified at a time when major equity indexes are regularly hitting record highs.
With glamorous, high-octane growth stocks leading the charge, some market participants may be losing sight of the value of the singles-and-doubles approach to dividend investing. Those investors shouldn't ignore history. Though the percentage trended lower over the past decade due to the prominence of low-yield and non-dividend tech darlings, dividends accounted for about a third of the S&P 500's total returns over the past century.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Most investors don't think in 100-year increments, and that's understandable, but when it comes to dividend investing, history and long-term perspectives matter. And the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) is a prime example of a dividend exchange-traded fund (ETF) with a compelling history for long-term investors.
Locked in a seemingly daily battle with the Vanguard Dividend Appreciation ETF for the ******* le of the largest dividend ETF, the $108 billion Schwab fund has a nearly unmatched track record. Two weeks shy of its 15th birthday, this ETF, which tracks the Dow Jones U.S. Dividend 100 Index, has returned 532% since its launch.

#investors

The S&P 500 (SNPINDEX: ^GSPC) has spent most of 2026 at or near record highs. While that's been good news for anyone invested in the index, a problem is developing beneath the surface.
As of Oct. 5, the S&P 500 was trading at less than 1% below its all-time high, yet only 42% of its components were trading above their 200-day moving average. According to Dow Jones Market Data, the last time the S&P 500 was within 1% of a record high while more than half of its stocks traded below their 200-day moving averages was March 2000.
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 »
Clearly, no one likes to see comparisons to the peak of the tech bubble. But this isn't a signal to sell stocks. Rather, it's time to rethink what you're actually owning when you buy the S&P 500.
Obviously, the S&P 500 is historically top-heavy right now. Tech stocks account for roughly 38% of the index, while the top 10 holdings also account for approximately 38%.

#time #Tech #record

"Rocky" franchise star Dolph Lundgren was considering ending his life after a years-long battle with kidney cancer. Then a doctor "saved" his life by discovering a misdiagnosis had led to ineffective treatment.
The Swedish action star, 68, revealed in 2023 that he had been diagnosed with cancer eight years prior and that he'd been given a few years left to live after finding it had metastasized to other parts of his body. However, a review by another doctor's team led to the revelation that his cells showed a mutation commonly found in lung cancer patients.
Now, with his memoir, "Fights Worth Fighting: Finding Strength in Struggle," recently published and a documentary, "Dolph: Unbreakable," due for digital release, he is opening up about the highs and lows he's experienced since his 2015 diagnosis.
In a Us Weekly interview published Oct. 6, "The Expendables" actor explained that obtaining a second opinion "saved my life," adding that "I wouldn't have been sitting here right now" if his oncologist, Dr. Alexandra Drakaki, had not caught his misdiagnosis.
When he switched to a new medication, he felt "relief that it started working quite quickly."

#star

The stock market is pretty much being kept afloat by three tech stocks.
The S&P 500 (^GSPC) has never been more concentrated in just three stocks than it is today, with Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT) representing over 21% of the index, per data from Creative Planning.
The importance of these three stocks to the S&P 500 has never been greater. Only IBM (IBM), AT&T (T), and ExxonMobil (XOM) could hold a candle to the three tech stalwarts of today: In the mid-1980s, those three industrial giants at their peak made up 13.4% of the S&P 500.
Follow live coverage of the Nasdaq and S&P 500 trading at record highs.
Nvidia, Apple, and Microsoft have been enjoying higher stock prices over the past month on the back of favorable news, pushing their concentration in the S&P 500 to a record.

#three #Microsoft #Stock #today

Investors aren't exactly short on reasons to worry.
The Shiller cyclically adjusted price-to-earnings (CAPE) ratio, which measures stock prices against 10-year inflation-adjusted earnings, and the Buffett indicator, the ratio of stock prices to GDP, show that the S&P 500 (SNPINDEX: ^GSPC) is historically expensive. Leadership has been extraordinarily concentrated in megacap tech stocks. Inflation is well above 3%. Long-term Treasury yields are at multidecade highs. And beneath the surface of the major indexes, market breadth has weakened considerably.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Any one of those could sound like a reason to prepare for the next market crash. But decades of stock market history suggest investors may be obsessing over the wrong things.
Instead of asking if and when stock prices will fall next, I'd ask a much simpler question: How long can you stay invested?

#earnings

It's been a year of historic change on Wall Street. We've witnessed the Oracle of Omaha, Warren Buffett, retire as CEO of Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB), stood in awe at the largest-ever initial public offering, and watched the Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) launch to several record highs.
But the biggest change of all has been the swearing in of a new Fed chair. On May 22, President Donald Trump's handpicked successor to Jerome Powell, Kevin Warsh, became only the 17th head of the central bank.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Official White House Photo by Daniel Torok.
President Trump expected Warsh to guide the Federal Open Market Committee (FOMC) to lower interest rates, but in September, the exact opposite occurred: the FOMC kicked off only its fourth rate-hiking cycle of the 21st century. Now, Donald Trump is throwing his new Fed chair, along with the FOMC, under the bus over interest rates.

#only #NYSE #president #warsh

Dakota Johnson was a sight to behold in a Yana Matkivski set as she posed for promo ahead of her "Saturday Night Live" hosting debut. Recently, the actress stepped out in New York City, embodying minimalist glamour as always. Photos and videos of her from the promo shoot have already made the rounds online.
For the outing, Dakota Johnson turned heads in a stunning Yana Matkivski two-piece set. The sage-green satin top featured a structured, high-neck bodice designed with sharp cap sleeves that tapered cleanly into a fitted torso. The fabric converged at the hip into a cropped hem, framing the waistband of the matching skirt beneath it.
Furthermore, the Helen Mini Skirt revealed an exceptionally short hem that sat high on her thighs. Extending from the waistband, the satin fabric skimmed smoothly down her hips, falling softly over her legs as she walked.
The skirt also featured a fitted, straight-cut silhouette with no added volume or pleating. It hugged her hips before ending in a clean, minimalist line above the knee. The pairing blended structured tailoring with soft, fluid satin.
Johnson paired the set with serious sparkle, opting for Marlo Laz's Natasha Diamond Bracelet, a two-tone piece lined with round diamonds, priced at $26,000. On her finger, she added Jessica McCormack's 0.90ct Diamond Golden Snake Ring, valued at $33,500. Meanwhile, her beauty styling leaned into minimalist glamour to complement the muted tones of the set.

#dakota

Ana de Armas brought dazzling high-fashion glamour to Paris as she attended the prestigious La Légion d'Honneur ceremony. The actress captivated onlookers by stepping out in an archival Louis Vuitton creation by Nicolas Ghesquière. Styled by Samantha McMillen, her shimmering look seamlessly blended rock-and-roll glam with classic French sophistication.
Ana de Armas selected a striking black sequin micro minidress from the Louis Vuitton Spring/Summer 2015 runway collection. Designed by creative director Nicolas Ghesquière, the archival garment featured a high rounded collar and structured shoulders.
Intricate lace-like sequin patterns covered the entire fabric, shimmering with every slight movement. Fitted long sleeves balanced the ultra-short hemline that barely skimmed her thighs. Thousands of delicate black sequins caught the room's warm lights, creating a dramatic metallic sheen.
Her expert beauty team complemented the bold dress with effortless styling choices. Stylist Samantha McMillen chose the vintage piece, while Owen Gould styled Ana's brunette hair in soft waves. Makeup artist Charlotte Prevel completed the look with a luminous complexion, subtle liner, and nude gloss.
The actress posed indoors before stepping out to the official Paris event. Standing near a tall glass door, she looked straight into the camera lens with calm confidence. Her reflection behind her showed off the snug fit and detailed craftsmanship from every angle.

#armas #nicolas #samantha

I'll admit that like many economists and market commentators, I have warned about more market calamities than have actually come to pass. I'll say this in my defense:
If you ignore risk, you take your chances with what the market does next. If you always seek to account for risk, you can ride the highs without being pummeled by all the lows. Over time, that's a more gratifying investment experience.
Here's Another Little-Known Firm Jensen Huang's Nvidia Is Quietly Backing
MediaTek Is Stepping Up Competition Against Qualcomm With a New 2-Nanometer Chip. What This Means for QCOM Stock.
1 Year Into the Microsoft Deal, IREN Is Delivering and a Rally May Follow Soon

#little

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

#revenue #dollar

The shipping industry group continues to show why it's one of the best in the current stock market, with boatloads of stocks making new highs. Among them, Scorpio Tankers (STNG) and Matson (MATX) remain in buy zones.
Shares of Monaco-based Scorpio climbed above the 87.39 buy point from an 18-week pattern. The buy zone goes to 91.76. It had already climbed above resistance around 81, a level that could have been treated as an early entry.
After slumping for much of 2024 and 2025, earnings growth surged 157%, 193% and 232% the past three quarters. Sales growth accelerated 26%, 48% and 76%. Scorpio, Tuesday's IBD Stock of the Day, has a 98 IBD Composite Rating.
Matson made new highs the past week but has settled back near its 230.74 buy point from a seven-week base. The buy range goes to 242.28. The company, which mainly serves the Hawaiian islands, has a 98 Composite Rating.
Genco Shipping & Trading (GNK) is at the top of a buy range in choppy trading following a breakout past a 26.80 handle buy point. Genco is the largest U.S.-based shipper of dry-bulk commodities. Iron ore is one of its principal shipments. It made a 52-week high Thursday.

#scorpio #genco

Sept 18 (Reuters) - US equity funds recorded outflows for a fourth consecutive week in the week to September ‌18, as rising crude oil prices heightened inflation ‌concerns and expectations of a Federal Reserve rate hike added to investor caution ahead of its policy decision.
US equity funds recorded net redemptions of $31.44 billion during the week, largely matching the $32 billion withdrawn a week earlier, LSEG Lipper data showed.
Crude oil prices rose to ‌four-month highs during the ⁠week, fueling inflation concerns and lifting Treasury yields, which weighed on growth-oriented funds.
The Fed raised interest ⁠rates by 25 basis points on Wednesday and signaled that further tightening may be needed to curb inflation fueled by higher energy costs linked to the war in Iran.
Investors withdrew $28.71 billion, $1.73 billion ‌and $3.16 billion from US large-cap, mid-cap and multi-cap funds, respectively. In contrast, small-cap funds attracted $568 million in weekly inflows.

#funds #recorded #concerns

With a dividend yield of 4.3%, Ford (F) is among the highest-yielding constituents of the S&P 500 Index ($SPX). That number would look even more compelling considering Ford's dividend yield is over four times what an average S&P 500 Index constituent pays.
However, a bit of number-crunching tells a different picture. Dividend yield is basically a function of the per-share dividend, which is the numerator in the equation, and the stock price, which is the denominator. Dividend yield rises when the company raises its dividends or the share price falls. More often than not, the latter is true for companies that have a very high dividend yield.
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ****** ysis you won't find anywhere else.
The S&P 500's dividend yield is near its historical lows. Two factors can be blamed for the dip in the world's most popular index's dividend yield. First, tech companies' share in the market-cap-weighted index has soared amid the artificial intelligence (AI) driven rally. Mega-cap tech companies are known to be frugal with dividends, and their rising weightage in the index pulls down its dividend yield. Second, while the annualized dividend per share of the S&P 500 has continued to rise over the years, the increase has been much lower compared to the surge in stock prices.
In contrast, Ford's quarterly dividend has been static since July 2022, when the company raised the payout by 50% to $0.15. Notably, while Ford paid special dividends in the preceding three years to reach its payout targets, it hasn't raised its payout for over four years. Its dividend yield is still high because of its underperforming stock, which has essentially gone nowhere in the last five years and trades 46% below its October 2022 highs.

#Dividend #yield #Share #dividends

If you thought a decline in oil prices would bring some relief at gas and diesel outlets, we're sorry. It didn't happen.
Oil prices did fall on Sept. 16, as much as 3.5% during the day. But the story was different for motorists.
Nationally, the price of gasoline climbed nearly 1% from a day earlier and is up more than 50% so far in 2026.
Related: Costco limits motor oil purchases as crude hits 4-month highs
AAA Fuels put the average price of gasoline at $4.367 a gallon on Sept. 16, up 0.9% from a day earlier and 7% in September alone. GasBuddy's late-afternoon average was $4.423 a gallon, up from $4.359 a day earlier.

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Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here. Global equity markets reached record highs in Q2, with the MSCI ACWI Index rising 14.93%, while global fixed income grew modestly by 0.87%. Geopolitical tensions, particularly in the Middle East, affected energy markets and investor sentiment, highlighting volatility and fragility in global supply. Central banks reacted variably to inflationary pressures, with the ECB raising rates amidst concerns of stagflation, while the Fed and Bank of England held rates steady. Despite economic challenges, robust earnings continued in Europe and Asia, driven by AI infrastructure demand. The Aristotle International Equity Fund (Class I-2) recorded an 8.40% return in the quarter, underperforming both the MSCI EAFE Index, which returned 10.82%, and the MSCI ACWI ex USA Index, which returned 14.49%. Going forward, the fund remains focused on quality investments as geopolitical and macroeconomic complexities make forecasting returns challenging. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Aristotle International Equity Fund highlighted Unilever PLC (NYSE:UL). Unilever PLC (NYSE:UL) is a British consumer goods giant, that sell products across food, homecare, beauty, and personal care categories. On September 17, 2026, Unilever PLC (NYSE:UL) closed at $62.22 per share. Over the past month, Unilever PLC (NYSE:UL) declined 2.99%, but its shares are down 5.09% over the past year. Unilever PLC (NYSE:UL) has a market capitalization of $133.98 billion, and its stock has traded within a 52-week range of $54.75 to $74.98.
Aristotle International Equity Fund stated the following regarding Unilever PLC (NYSE:UL) in its Q2 2026 investor letter:
"We first invested in Unilever PLC (NYSE:UL), the global consumer staples company, in the second quarter of 2013. We have long been attracted to the company's broad portfolio of leading personal care and food brands (such as Dove, Knorr and Axe), global scale, significant emerging markets exposure and strong position across everyday use categories. Over our more than decade-long holding period, Unilever strengthened and simplified its portfolio, divesting lower-growth food ***** ets, improving efficiency, increasing focus behind its largest brands and shifting the business toward faster-growing, higher-margin beauty, wellbeing, personal care and home care categories. More recently, the separation of the ice cream business and continued reshaping of the food portfolio have further narrowed Unilever's strategic focus. While we continue to view the remaining Unilever franchise as high quality, we believe the more compelling opportunity now resides in the independent ice cream business, where dedicated management and a category-specific strategy should provide a clearer pa