1 hr. ago
Saudi Arabia suspends Yanbu oil loadings after halting its East-West pipeline, sending Brent back to $108.
Asia's Oil Crunch Sends Regional Benchmarks to Record Highs
- Asia's oil industry is facing a double whammy of supply shortages and better-than-expected demand, with crude differentials across the region gradually climbing towards record highs.
- Futures prices on China's Shanghai Futures Exchange rose to $138 per barrel on Tuesday, the highest reading on record, as Chinese refiners scramble to put their hands on available October supply.
- Saudi Aramco's announced halt in Yanbu loadings could see some recovery in exports from Saudi terminals in the Gulf, however these flows would be massively constrained by unprecedented freight rates.
#record #highs #supply #west
Asia's Oil Crunch Sends Regional Benchmarks to Record Highs
- Asia's oil industry is facing a double whammy of supply shortages and better-than-expected demand, with crude differentials across the region gradually climbing towards record highs.
- Futures prices on China's Shanghai Futures Exchange rose to $138 per barrel on Tuesday, the highest reading on record, as Chinese refiners scramble to put their hands on available October supply.
- Saudi Aramco's announced halt in Yanbu loadings could see some recovery in exports from Saudi terminals in the Gulf, however these flows would be massively constrained by unprecedented freight rates.
#record #highs #supply #west
3 hours ago
GameStop (GME) is a Grapevine, Texas-based specialty retailer operating stores and e-commerce platforms under the GameStop, EB Games, and Micromania banners across the U.S., Canada, Australia, and Europe. Once known primarily as a video game and electronics retailer, GameStop has diversified aggressively under Executive Chairman Ryan Cohen, expanding into collectibles, trading cards, pop culture merchandise, and even cryptocurrency and equity investments. The company has become a prominent "meme stock," attracting substantial retail investor attention while pursuing an unconventional capital allocation strategy that includes bitcoin holdings and a sizable equity stake in eBay (EBAY), positioning GameStop as much an investment vehicle as a traditional retailer.
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital ***** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#shares
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital ***** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#shares
7 hours ago
GameStop (GME) is a Grapevine, Texas-based specialty retailer operating stores and e-commerce platforms under the GameStop, EB Games, and Micromania banners across the U.S., Canada, Australia, and Europe. Once known primarily as a video game and electronics retailer, GameStop has diversified aggressively under Executive Chairman Ryan Cohen, expanding into collectibles, trading cards, pop culture merchandise, and even cryptocurrency and equity investments. The company has become a prominent "meme stock," attracting substantial retail investor attention while pursuing an unconventional capital allocation strategy that includes bitcoin holdings and a sizable equity stake in eBay (EBAY), positioning GameStop as much an investment vehicle as a traditional retailer.
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital **** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Equity
GameStop stock recently traded around $21.15, near the bottom of its 52-week range of $17.79 to $28.10 and below its 200-day moving average. Shares have pulled back significantly from their 2025 meme-stock highs, weighed down by declining video game sales, ongoing store closures, and investor skepticism toward the company's diversification into digital **** ets and equity investments. The stock did see brief bursts of retail-trader enthusiasm this year, including renewed meme-stock speculation tied to its proposed eBay acquisition, though shares have remained volatile and range-bound as GameStop's core retail business continues shrinking alongside its growing collectibles and investment segments.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Equity
18 hours ago
As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity ****** ysts. They may end up becoming the next big opportunities.
Amazon.com (AMZN), Alphabet (GOOGL) and Dell Technologies (DELL) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with an 88.17 buy point, according to IBD MarketSurge pattern recognition. The stock, however, slipped below its 50-day moving average. A 2-for-1 stock split went into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.
#amphenol #investors #data
Amazon.com (AMZN), Alphabet (GOOGL) and Dell Technologies (DELL) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with an 88.17 buy point, according to IBD MarketSurge pattern recognition. The stock, however, slipped below its 50-day moving average. A 2-for-1 stock split went into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.
#amphenol #investors #data
2 days ago
Chad Baker-Mazara's departure from USC last spring came after head coach Eric Musselman went off on a "profanity-laced, racially-charged" tirade against him in the locker room, the former player is alleging in a new lawsuit.
Baker-Mazara filed a lawsuit in Los Angeles on Monday, according to the California Post, claiming that Musselman erupted on him after the team's loss to Nebraska on Feb. 28. Baker-Mazara and the Trojans split just days later. He is suing the university for breach of contract, conversion and intentional interference with prospective economic advantage, among other things.
Baker-Mazara left USC during the final stretch of the regular season last spring. Specifics of his departure weren't known, other than it was reportedly due to "an accumulation of issues," but the timing was very suspect. The announcement came on March 1, just days before the Trojans kicked off the Big Ten tournament.
Baker-Mazara transferred into USC from Auburn, and averaged career-highs 18.5 points and 4.2 rebounds per game.
The incident in question, according to the lawsuit, happened after their loss to Nebraska on Feb. 28. Baker-Mazara said that Musselman started yelling at the team in the locker room. Baker-Mazara tried to address his teammates, and Musselman shut him down.
#last #spring
Baker-Mazara filed a lawsuit in Los Angeles on Monday, according to the California Post, claiming that Musselman erupted on him after the team's loss to Nebraska on Feb. 28. Baker-Mazara and the Trojans split just days later. He is suing the university for breach of contract, conversion and intentional interference with prospective economic advantage, among other things.
Baker-Mazara left USC during the final stretch of the regular season last spring. Specifics of his departure weren't known, other than it was reportedly due to "an accumulation of issues," but the timing was very suspect. The announcement came on March 1, just days before the Trojans kicked off the Big Ten tournament.
Baker-Mazara transferred into USC from Auburn, and averaged career-highs 18.5 points and 4.2 rebounds per game.
The incident in question, according to the lawsuit, happened after their loss to Nebraska on Feb. 28. Baker-Mazara said that Musselman started yelling at the team in the locker room. Baker-Mazara tried to address his teammates, and Musselman shut him down.
#last #spring
3 days ago
SPY surged 11% year-to-date while home prices hit all-time highs, powering a record $12.5 trillion single-quarter wealth gain to $185.7 trillion total.
The personal saving rate collapsed to 2.8% from 5.8% a year ago as Americans spend paper gains concentrated among the wealthiest households.
Household net worth hit 571% of GDP, just shy of the 574% record that previously preceded the Fed's most aggressive rate-hiking cycle in four decades.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
American households just booked the largest quarterly wealth gain in history, and most Americans do not feel any richer. Federal Reserve data released this month shows U.S. household net worth jumped $12.5 trillion in the second quarter of 2026, reaching a record $185.7 trillion. That single-quarter increase exceeds the annual gross domestic product of every country on earth except the United States and China. It is the eleventh straight quarter of gains, a streak that has added $43.4 trillion to household balance sheets and pushed ***** ulative wealth creation since the 2020 pandemic to $83.9 trillion. Yet the University of Michigan's consumer sentiment index came in at 55.2 in July, a level the survey's own interpretation guide classifies as recessionary.
#trillion #quarter #record #year
The personal saving rate collapsed to 2.8% from 5.8% a year ago as Americans spend paper gains concentrated among the wealthiest households.
Household net worth hit 571% of GDP, just shy of the 574% record that previously preceded the Fed's most aggressive rate-hiking cycle in four decades.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
American households just booked the largest quarterly wealth gain in history, and most Americans do not feel any richer. Federal Reserve data released this month shows U.S. household net worth jumped $12.5 trillion in the second quarter of 2026, reaching a record $185.7 trillion. That single-quarter increase exceeds the annual gross domestic product of every country on earth except the United States and China. It is the eleventh straight quarter of gains, a streak that has added $43.4 trillion to household balance sheets and pushed ***** ulative wealth creation since the 2020 pandemic to $83.9 trillion. Yet the University of Michigan's consumer sentiment index came in at 55.2 in July, a level the survey's own interpretation guide classifies as recessionary.
#trillion #quarter #record #year
3 days ago
The Pittsburgh Steelers are 1-0 after a 20-13 victory against the Atlanta Falcons on Sept. 13 at Acrisure Stadium.
The stars played a big part in getting them there. T.J. Watt returned a fourth-quarter interception for a touchdown to provide the game-winning points. Veteran receiver Michael Pittman Jr. – the headliner of the team's 2026 free agent class – caught three passes for 58 yards. And Alex Highsmith knifed through Atlanta blockers to record two sacks of his own.
Add it all up, and the positives were plentiful for first-year coach Mike McCarthy in his debut.
Here's a look at some of the highlights and lowlights through the eyes of Pro Football Focus evaluators, who study every play on film to grade each player individually. For context, players are graded on a 0-100 scale.
#atlanta #stadium #veteran
The stars played a big part in getting them there. T.J. Watt returned a fourth-quarter interception for a touchdown to provide the game-winning points. Veteran receiver Michael Pittman Jr. – the headliner of the team's 2026 free agent class – caught three passes for 58 yards. And Alex Highsmith knifed through Atlanta blockers to record two sacks of his own.
Add it all up, and the positives were plentiful for first-year coach Mike McCarthy in his debut.
Here's a look at some of the highlights and lowlights through the eyes of Pro Football Focus evaluators, who study every play on film to grade each player individually. For context, players are graded on a 0-100 scale.
#atlanta #stadium #veteran
4 days ago
Bond girl Jacqueline Bisset is celebrating her 82nd birthday – and the Hollywood icon looks as glamorous as ever.
The British actress, who entered the Bond universe as the memorably named Miss Goodthighs in the 1967 James Bond spoof Casino Royale, turns 82 on Sunday, September 13 2026. Born in Surrey in 1944, Jacqueline has enjoyed an extraordinary career spanning more than six decades.
And judging by one of her most recent red-carpet appearances, the veteran star has lost none of the elegance that made her one of cinema's most recognizable beauties.
Looking fab at 82 (@ Variety via Getty Images)
Jacqueline looked radiant when she attended the opening night of Filming Italy Los Angeles in February 2026, stepping out in an elegant cream silk suit with her brunette hair worn loose around her shoulders.
#bond #bisset #british #royale
The British actress, who entered the Bond universe as the memorably named Miss Goodthighs in the 1967 James Bond spoof Casino Royale, turns 82 on Sunday, September 13 2026. Born in Surrey in 1944, Jacqueline has enjoyed an extraordinary career spanning more than six decades.
And judging by one of her most recent red-carpet appearances, the veteran star has lost none of the elegance that made her one of cinema's most recognizable beauties.
Looking fab at 82 (@ Variety via Getty Images)
Jacqueline looked radiant when she attended the opening night of Filming Italy Los Angeles in February 2026, stepping out in an elegant cream silk suit with her brunette hair worn loose around her shoulders.
#bond #bisset #british #royale
4 days ago
Something strange is currently happening with interest rates and inflation.
The United States Federal Funds Rate -- essentially the price banks charge each other to borrow money overnight -- currently sits at 3.75%. The rate has remained at 3.75% throughout 2026.
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 »
For much of 2023 and 2024, the Fed Funds Rate was pegged at 5.5% to battle stubbornly high inflation. As inflation fears eased, the rate was gradually lowered to today's 3.75% level.
Despite a low and stable Fed Funds Rate, however, mortgage interest rates have begun to climb. According to the Wall Street Journal, average U.S. mortgage rates have climbed to a 15-month high of nearly 7%. Treasury yields, meanwhile, are approaching multi-year highs.
#NVIDIA #high
The United States Federal Funds Rate -- essentially the price banks charge each other to borrow money overnight -- currently sits at 3.75%. The rate has remained at 3.75% throughout 2026.
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 »
For much of 2023 and 2024, the Fed Funds Rate was pegged at 5.5% to battle stubbornly high inflation. As inflation fears eased, the rate was gradually lowered to today's 3.75% level.
Despite a low and stable Fed Funds Rate, however, mortgage interest rates have begun to climb. According to the Wall Street Journal, average U.S. mortgage rates have climbed to a 15-month high of nearly 7%. Treasury yields, meanwhile, are approaching multi-year highs.
#NVIDIA #high
4 days ago
The news that Tucker Kraft signed a new contract ahead of the Green Bay Packers' 2026 season opener has fired up former teammates, current teammates and fans.
Kraft is getting a four-year contract extension worth $75 million, plus a $26.5 million signing bonus, reports PackersNews' Tom Silverstein.
The tight end signed the contract in Lambeau Field facilities on Saturday before the team departed for Minneapolis for the Week 1 game against the Minnesota Vikings.
Kraft, entering his fourth season, is making his highly anticipated return to game action after he tore his ACL in a Nov. 2 game last season.
He'll look to pick up where he left off prior to the injury. He was having a breakout season where a week prior had set career highs for receptions and receiving yards.
#million
Kraft is getting a four-year contract extension worth $75 million, plus a $26.5 million signing bonus, reports PackersNews' Tom Silverstein.
The tight end signed the contract in Lambeau Field facilities on Saturday before the team departed for Minneapolis for the Week 1 game against the Minnesota Vikings.
Kraft, entering his fourth season, is making his highly anticipated return to game action after he tore his ACL in a Nov. 2 game last season.
He'll look to pick up where he left off prior to the injury. He was having a breakout season where a week prior had set career highs for receptions and receiving yards.
#million
5 days ago
Frances Tiafoe and his girlfriend Ayan Broomfield have been together for 11 years
Broomfield previously played tennis professionally and gives Tiafoe advice on his game
Broomfield launched an initiative to champion representation for women of color on and off the tennis court
As Frances Tiafoe continues to reach career highs, the tennis player's girlfriend, Ayan Broomfield, is serving up endless support.
Tiafoe, who became a US Open semifinalist for the third time in September, has been with Broomfield for over a decade.
#broomfield #tennis #september
Broomfield previously played tennis professionally and gives Tiafoe advice on his game
Broomfield launched an initiative to champion representation for women of color on and off the tennis court
As Frances Tiafoe continues to reach career highs, the tennis player's girlfriend, Ayan Broomfield, is serving up endless support.
Tiafoe, who became a US Open semifinalist for the third time in September, has been with Broomfield for over a decade.
#broomfield #tennis #september
6 days ago
The Yahoo Fantasy Football crew is ready to get bold for Week 1. Which one of these predictions will come true?
I know the quarterback situation in New Orleans is going to make people nervous, but this matchup has all the ingredients for the Chris Olave show. Alvin Kamara looks questionable, first-round rookie Jordyn Tyson will not play and the Saints are facing what many expect to be the best offense in the NFL.
Join a Yahoo Fantasy Football league for the 2026 NFL season
Detroit is going to score points. If New Orleans wants to keep up, Tyler Shough is going to have to throw the football and his easiest answer will be feeding Olave. Olave is coming off career highs with 100 catches, 1,163 yards and nine touchdowns on 155 targets. He finished as the WR7 in fantasy points per game and already showed us this exact ceiling with a 10-catch, 148-yard, two-touchdown performance last season.
I am calling for double-digit targets, more than 125 receiving yards and two touchdowns. There will be bigger names attached to better quarterbacks across the Week 1 slate, but very few receivers have a clearer path to dominating their team's passing volume. Olave takes advantage of the game environment and opens the season as the overall WR1. — Ray Garvin
#season #points
I know the quarterback situation in New Orleans is going to make people nervous, but this matchup has all the ingredients for the Chris Olave show. Alvin Kamara looks questionable, first-round rookie Jordyn Tyson will not play and the Saints are facing what many expect to be the best offense in the NFL.
Join a Yahoo Fantasy Football league for the 2026 NFL season
Detroit is going to score points. If New Orleans wants to keep up, Tyler Shough is going to have to throw the football and his easiest answer will be feeding Olave. Olave is coming off career highs with 100 catches, 1,163 yards and nine touchdowns on 155 targets. He finished as the WR7 in fantasy points per game and already showed us this exact ceiling with a 10-catch, 148-yard, two-touchdown performance last season.
I am calling for double-digit targets, more than 125 receiving yards and two touchdowns. There will be bigger names attached to better quarterbacks across the Week 1 slate, but very few receivers have a clearer path to dominating their team's passing volume. Olave takes advantage of the game environment and opens the season as the overall WR1. — Ray Garvin
#season #points
6 days ago
During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace's (NYSE:GE) nearly $12 billion agreement to acquire castings specialist Consolidated Precision Products (CPP). Commenting on the strategic importance of supply chain control and the enduring strength of commercial and defense aviation despite rising oil prices, Cramer stated:
I still believe in the data center, but I also want to open your eyes to other opportunities. This morning, for example, GE Aerospace spent nearly $12 billion to buy a castings company called Consolidated Precision Products to integrate this key segment into its supply chain. It's vital for both commercial aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time, the whole time the Iranian war's been going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer of GE that needs to boost its production speed.
GE is relatively close to its highs, deservedly so. Boeing? Nowhere near its high. Yet the order book is full. Last week, there was this negative article about how Boeing is being hurt by the problem-filled Spirit AeroSystems acquisition. It made that one two years ago. But that actually had to be done because Boeing, like GE Aerospace, needs to get better control of its supply chain. Aha, you say, who needs that kind of problem? Boeing just reported its slowest deliveries in 4 months. I come back and say, wait a second. First, the problems from the Spirit deal are now behind them. You know what? The story is actually old news.
Plus, CEO Kelly Ortberg has made it clear that orders would be lumpy. I knew that. And look, I know the high price of oil, particularly jet fuel, is bad news for the airlines. But the higher price of fuel also makes these new engines and airplanes far more valuable than before. Why? They're way more energy efficient. It's a good situation that has nothing to do with the data center. It does require more, better tech that AI can help with.
GE Aerospace (NYSE:GE) and The Boeing Company (NYSE:BA) represent two distinct pillars of the aerospace manufacturing ecosystem, operating at massive commercial scale. GE Aerospace reported second-quarter revenue of $13.3 billion, up 21% year-over-year, driven by strong commercial engine services and record internal shop visit output. Its total order backlog extends past $210 billion, supported by sustained airline demand for propulsion systems and aftermarket maintenance.
#boeing #chain #consolidated
I still believe in the data center, but I also want to open your eyes to other opportunities. This morning, for example, GE Aerospace spent nearly $12 billion to buy a castings company called Consolidated Precision Products to integrate this key segment into its supply chain. It's vital for both commercial aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time, the whole time the Iranian war's been going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer of GE that needs to boost its production speed.
GE is relatively close to its highs, deservedly so. Boeing? Nowhere near its high. Yet the order book is full. Last week, there was this negative article about how Boeing is being hurt by the problem-filled Spirit AeroSystems acquisition. It made that one two years ago. But that actually had to be done because Boeing, like GE Aerospace, needs to get better control of its supply chain. Aha, you say, who needs that kind of problem? Boeing just reported its slowest deliveries in 4 months. I come back and say, wait a second. First, the problems from the Spirit deal are now behind them. You know what? The story is actually old news.
Plus, CEO Kelly Ortberg has made it clear that orders would be lumpy. I knew that. And look, I know the high price of oil, particularly jet fuel, is bad news for the airlines. But the higher price of fuel also makes these new engines and airplanes far more valuable than before. Why? They're way more energy efficient. It's a good situation that has nothing to do with the data center. It does require more, better tech that AI can help with.
GE Aerospace (NYSE:GE) and The Boeing Company (NYSE:BA) represent two distinct pillars of the aerospace manufacturing ecosystem, operating at massive commercial scale. GE Aerospace reported second-quarter revenue of $13.3 billion, up 21% year-over-year, driven by strong commercial engine services and record internal shop visit output. Its total order backlog extends past $210 billion, supported by sustained airline demand for propulsion systems and aftermarket maintenance.
#boeing #chain #consolidated
6 days ago
3 burning Blackhawks questions entering 2026-27 NHL season appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Chicago Blackhawks once again missed the Stanley Cup Playoffs in 2026. The Blackhawks did not reach the highs that similar teams such as the San Jose Sharks reached a year ago. But Connor Bedard and his teammates still made progress as a team in 2025-26.
The Blackhawks want to turn the corner sooner rather than later. Chicago has some very intriguing young players they want to see make an impact. They know what they have in Bedard, but they still have spots to fill across the lineup.
This summer, Chicago was hit with unfortunate news. Bedard suffered an injury during a summer practice and will miss the beginning of this coming season. It's a rough blow for the Blackhawks, as the former first-overall pick is clearly the team's best player.
Watch sports LIVE with fuboTV (free trial)
#blackhawks
The Chicago Blackhawks once again missed the Stanley Cup Playoffs in 2026. The Blackhawks did not reach the highs that similar teams such as the San Jose Sharks reached a year ago. But Connor Bedard and his teammates still made progress as a team in 2025-26.
The Blackhawks want to turn the corner sooner rather than later. Chicago has some very intriguing young players they want to see make an impact. They know what they have in Bedard, but they still have spots to fill across the lineup.
This summer, Chicago was hit with unfortunate news. Bedard suffered an injury during a summer practice and will miss the beginning of this coming season. It's a rough blow for the Blackhawks, as the former first-overall pick is clearly the team's best player.
Watch sports LIVE with fuboTV (free trial)
#blackhawks
6 days ago
The NYSE had 52 stocks hitting new 52-week highs on Tuesday and 99 hitting new 52-week lows. Among the stocks hitting new 52-week highs was James Hardie Industries (JHX).
JHX hit its 29th new 52-week low of the past 12 months yesterday at $31.43. Its shares are up 53% over the past year. If you're a momentum investor, JHX might meet your fancy as a stock to buy.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#week #past #NYSE #james
JHX hit its 29th new 52-week low of the past 12 months yesterday at $31.43. Its shares are up 53% over the past year. If you're a momentum investor, JHX might meet your fancy as a stock to buy.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#week #past #NYSE #james
6 days ago
Gasoline has never cost this much in September, while diesel prices touched a new record on Wednesday as crude oil topped $100 a barrel.
"Gasoline prices in the USA are the highest ever for this time of year," Andy Lipow of Lipow Oil ***** ociates said.
While Brent crude (BZ=F) has edged past $100 for the first time in two months, the pain at the pump is even greater. Energy bottlenecks tied to the US-Iran conflict, and refining constraints have pushed crack spreads — the gap between crude and refined fuel prices — to new highs.
Consumers are effectively paying the equivalent of $177 a barrel for gasoline and $250 a barrel for diesel, according to Lipow's ***** ysis.
"Those high prices are starting to impact demand," he said.
#Diesel
"Gasoline prices in the USA are the highest ever for this time of year," Andy Lipow of Lipow Oil ***** ociates said.
While Brent crude (BZ=F) has edged past $100 for the first time in two months, the pain at the pump is even greater. Energy bottlenecks tied to the US-Iran conflict, and refining constraints have pushed crack spreads — the gap between crude and refined fuel prices — to new highs.
Consumers are effectively paying the equivalent of $177 a barrel for gasoline and $250 a barrel for diesel, according to Lipow's ***** ysis.
"Those high prices are starting to impact demand," he said.
#Diesel
6 days ago
Wide receiver Demarcus Robinson hauled in a 38-yard touchdown pass from Brock Purdy with 4:28 left in the second quarter, giving the San Francisco 49ers their first touchdown of the 2026 NFL season.
The score gave the 49ers a 10-7 lead over the Los Angeles Rams in Week 1 from Australia.
Watch:
The score capped a nine-play drive that began at the 49ers' 13-yard line, set up by Renardo Green's interception with 8:52 remaining in the quarter. San Francisco methodically moved the ball downfield before Purdy found Robinson streaking open for the chunk-yardage strike, marking the 49ers' first offensive touchdown of the game.
Robinson is no stranger to facing the Rams — he spent the 2023 and 2024 seasons in Los Angeles before signing a two-year, $9.5 million deal with San Francisco in March 2025. In 2024, his lone full season as a featured piece of the Rams' offense, he set career highs with 31 catches, 505 yards and seven touchdowns.
#robinson #Rams #touchdown #yard
The score gave the 49ers a 10-7 lead over the Los Angeles Rams in Week 1 from Australia.
Watch:
The score capped a nine-play drive that began at the 49ers' 13-yard line, set up by Renardo Green's interception with 8:52 remaining in the quarter. San Francisco methodically moved the ball downfield before Purdy found Robinson streaking open for the chunk-yardage strike, marking the 49ers' first offensive touchdown of the game.
Robinson is no stranger to facing the Rams — he spent the 2023 and 2024 seasons in Los Angeles before signing a two-year, $9.5 million deal with San Francisco in March 2025. In 2024, his lone full season as a featured piece of the Rams' offense, he set career highs with 31 catches, 505 yards and seven touchdowns.
#robinson #Rams #touchdown #yard
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6 days ago
Shares of big data software pioneer Palantir (NASDAQ: PLTR) rallied 51.5% in August, according to data from S&P Global Market Intelligence.
Palantir became a darling of the AI era over the past couple of years, and hit a very high valuation at its peak last November. Since then, the "SaaS-pocalypse" has taken a toll on the entire software sector, including Palantir, as fears of disruption from leading AI labs cut its stock price nearly in half, from its November 2025 highs to its June 2026 lows.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The downturn set Palantir up for a bounce higher if it posted continued strong financial results. Its second-quarter August report provided that, in spades.
In the second quarter, Palantir delivered 93% revenue growth to $1.94 billion, while adjusted (non-GAAP) earnings per share grew 156% to $0.41. Both figures handily beat ****** yst expectations. This amazing growth marked a stunning acceleration from the 48% revenue growth in the year-ago quarter and the 85% growth in the first quarter of 2026. Another impressive metric was profitability, as adjusted free cash flow margins expanded to a massive 63% -- among the highest in the industry.
#palantir #quarter #august #software
Palantir became a darling of the AI era over the past couple of years, and hit a very high valuation at its peak last November. Since then, the "SaaS-pocalypse" has taken a toll on the entire software sector, including Palantir, as fears of disruption from leading AI labs cut its stock price nearly in half, from its November 2025 highs to its June 2026 lows.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The downturn set Palantir up for a bounce higher if it posted continued strong financial results. Its second-quarter August report provided that, in spades.
In the second quarter, Palantir delivered 93% revenue growth to $1.94 billion, while adjusted (non-GAAP) earnings per share grew 156% to $0.41. Both figures handily beat ****** yst expectations. This amazing growth marked a stunning acceleration from the 48% revenue growth in the year-ago quarter and the 85% growth in the first quarter of 2026. Another impressive metric was profitability, as adjusted free cash flow margins expanded to a massive 63% -- among the highest in the industry.
#palantir #quarter #august #software
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to go
6 days ago
By Saqib Iqbal Ahmed
NEW YORK, Sept 9 (Reuters) - With two months until the U.S. midterm elections, the options market is showing a potentially toxic mix of fragility and fearlessness, with some ******* ysts worried markets are ill-prepared to absorb any shock.
Despite recent bond market volatility, stocks remain near record highs, volatility measures are near 2026 lows, and equity market correlations are flirting with record lows, meaning stocks are moving more independently than usual.
While ******* ysts do not expect the elections themselves to prompt a big market reaction, the run-up to the November 3 vote could be volatile.
As the elections approach, investor focus could turn to the uncertainty over control of Congress and its policy implications — along with the risk of a divided or fragile government — which could stir volatility, ******* ysts said.
#market #record #iqbal
NEW YORK, Sept 9 (Reuters) - With two months until the U.S. midterm elections, the options market is showing a potentially toxic mix of fragility and fearlessness, with some ******* ysts worried markets are ill-prepared to absorb any shock.
Despite recent bond market volatility, stocks remain near record highs, volatility measures are near 2026 lows, and equity market correlations are flirting with record lows, meaning stocks are moving more independently than usual.
While ******* ysts do not expect the elections themselves to prompt a big market reaction, the run-up to the November 3 vote could be volatile.
As the elections approach, investor focus could turn to the uncertainty over control of Congress and its policy implications — along with the risk of a divided or fragile government — which could stir volatility, ******* ysts said.
#market #record #iqbal
0.00$ raised of 0.00$ goal
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9 days ago
Copper prices (HG=F) hit new highs on Tuesday as investors anticipated near-term supply tightenings and escalating tariffs.
Futures on the Comex exchange in New York traded near $6.85 a pound, while copper on the London Metal Exchange touched $14,617 a metric ton to hit a second intraday record in a row.
Copper prices are up 21% year to date. Copper Miners (COPX) have also rallied 32% during the same period, according to Yahoo Finance's AlphaSpace data.
US buyers have been snapping up more of the commodity in expectation of higher tariffs. The energy transition and AI build-out are also sucking up supply.
On Tuesday, Canada increased levies on certain US imports to 50%, including certain US-made copper products, in response to American tariffs on Canadian products.
#products #futures
Futures on the Comex exchange in New York traded near $6.85 a pound, while copper on the London Metal Exchange touched $14,617 a metric ton to hit a second intraday record in a row.
Copper prices are up 21% year to date. Copper Miners (COPX) have also rallied 32% during the same period, according to Yahoo Finance's AlphaSpace data.
US buyers have been snapping up more of the commodity in expectation of higher tariffs. The energy transition and AI build-out are also sucking up supply.
On Tuesday, Canada increased levies on certain US imports to 50%, including certain US-made copper products, in response to American tariffs on Canadian products.
#products #futures
9 days ago
Impax ***** et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Verizon Communications Inc. (NYSE:VZ). Verizon Communications Inc. (NYSE:VZ) is a leading telecommunication company that engages in the provision of communications, technology, information, and streaming products and services. On September 04, 2026, Verizon Communications Inc. (NYSE:VZ) closed at $50.14 per share. Over the past month, Verizon Communications Inc. (NYSE:VZ) returned 6.61%, but its shares are up 15.74% over the past year. Verizon Communications Inc. (NYSE:VZ) has a market capitalization of $208.32 billion, and its stock has traded within a 52-week range of $38.39 to $51.68.
Impax US Sustainable Economy Fund stated the following regarding Verizon Communications Inc. (NYSE:VZ) in its Q2 2026 investor letter:
"Verizon Communications Inc. (NYSE:VZ) (Wireless Telecommunication Services, Communication Services) is held for its high Corporate Resilience score and its sustainability opportunity exposure in areas including Digital Infrastructure and Meeting Basic Needs. The stock fell during the quarter as investor focus shifted away from defensive yield plays toward growth and cyclical sectors. Concerns about subscriber churn in a highly competitive wireless market, and the heavy capital expenditure requirements of continued network infrastructure investment, weighed on the share price."
#sustainable
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Verizon Communications Inc. (NYSE:VZ). Verizon Communications Inc. (NYSE:VZ) is a leading telecommunication company that engages in the provision of communications, technology, information, and streaming products and services. On September 04, 2026, Verizon Communications Inc. (NYSE:VZ) closed at $50.14 per share. Over the past month, Verizon Communications Inc. (NYSE:VZ) returned 6.61%, but its shares are up 15.74% over the past year. Verizon Communications Inc. (NYSE:VZ) has a market capitalization of $208.32 billion, and its stock has traded within a 52-week range of $38.39 to $51.68.
Impax US Sustainable Economy Fund stated the following regarding Verizon Communications Inc. (NYSE:VZ) in its Q2 2026 investor letter:
"Verizon Communications Inc. (NYSE:VZ) (Wireless Telecommunication Services, Communication Services) is held for its high Corporate Resilience score and its sustainability opportunity exposure in areas including Digital Infrastructure and Meeting Basic Needs. The stock fell during the quarter as investor focus shifted away from defensive yield plays toward growth and cyclical sectors. Concerns about subscriber churn in a highly competitive wireless market, and the heavy capital expenditure requirements of continued network infrastructure investment, weighed on the share price."
#sustainable
9 days ago
Impax ***** et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS), an animal health company focused on animal health medications, vaccines, and diagnostic products, detracted from the Fund's performance during the quarter. On September 04, 2026, Zoetis Inc. (NYSE:ZTS) closed at $75.81 per share. Over the past month, Zoetis Inc. (NYSE:ZTS) returned 1.31%, but its shares are down 50.04% over the past year. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.33 billion.
Impax US Sustainable Economy Fund stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor letter:
"Zoetis Inc. (NYSE:ZTS) (Pharmaceuticals, Health Care) is owned for its attractive sustainability opportunity profile in areas including Wellbeing and Evolving Health Care Challenge, as well as its strong governance profile. The stock declined sharply in the quarter following a downward revision to near-term earnings guidance. Sales of Librela, the company's key canine arthritis pain management product, continued to face headwinds from safety perception concerns among some veterinarians, and management indicated that the ramp-up of next-generation product launches would extend into the following year."
#economy #Health
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS), an animal health company focused on animal health medications, vaccines, and diagnostic products, detracted from the Fund's performance during the quarter. On September 04, 2026, Zoetis Inc. (NYSE:ZTS) closed at $75.81 per share. Over the past month, Zoetis Inc. (NYSE:ZTS) returned 1.31%, but its shares are down 50.04% over the past year. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.33 billion.
Impax US Sustainable Economy Fund stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor letter:
"Zoetis Inc. (NYSE:ZTS) (Pharmaceuticals, Health Care) is owned for its attractive sustainability opportunity profile in areas including Wellbeing and Evolving Health Care Challenge, as well as its strong governance profile. The stock declined sharply in the quarter following a downward revision to near-term earnings guidance. Sales of Librela, the company's key canine arthritis pain management product, continued to face headwinds from safety perception concerns among some veterinarians, and management indicated that the ramp-up of next-generation product launches would extend into the following year."
#economy #Health
9 days ago
Impax ****** et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Adobe Inc. (NASDAQ:ADBE). Adobe Inc. (NASDAQ:ADBE) is a multinational technology company that offers creative, digital media, and document management products. On September 04, 2026, Adobe Inc. (NASDAQ:ADBE) closed at $266.51 per share. Over the past month, Adobe Inc. (NASDAQ:ADBE) declined 2.36%, but its shares are down 25.69% over the past year. Adobe Inc. (NASDAQ:ADBE) has a market capitalization of $105.94 billion.
Impax US Sustainable Economy Fund stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q2 2026 investor letter:
"Adobe Inc. (NASDAQ:ADBE) (Application Software, Information Technology) is held for its high Sustainability Lens opportunity profile across Digital Infrastructure and Education themes and its strong Corporate Resilience score. The stock declined in the quarter following results that, while solid in absolute terms, fell short of the elevated investor expectations that had built over the prior year. Concerns about the pace of monetization from its AI-integrated creative tools, and competitive pressure from lower-cost generative AI platforms, weighed on sentiment and drove a valuation de-rating."
#letter
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Adobe Inc. (NASDAQ:ADBE). Adobe Inc. (NASDAQ:ADBE) is a multinational technology company that offers creative, digital media, and document management products. On September 04, 2026, Adobe Inc. (NASDAQ:ADBE) closed at $266.51 per share. Over the past month, Adobe Inc. (NASDAQ:ADBE) declined 2.36%, but its shares are down 25.69% over the past year. Adobe Inc. (NASDAQ:ADBE) has a market capitalization of $105.94 billion.
Impax US Sustainable Economy Fund stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q2 2026 investor letter:
"Adobe Inc. (NASDAQ:ADBE) (Application Software, Information Technology) is held for its high Sustainability Lens opportunity profile across Digital Infrastructure and Education themes and its strong Corporate Resilience score. The stock declined in the quarter following results that, while solid in absolute terms, fell short of the elevated investor expectations that had built over the prior year. Concerns about the pace of monetization from its AI-integrated creative tools, and competitive pressure from lower-cost generative AI platforms, weighed on sentiment and drove a valuation de-rating."
#letter
9 days ago
Impax **** et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Micron Technology, Inc. (NASDAQ:MU) as a material contributor to performance. Micron Technology, Inc. is a leading semiconductor company that manufactures memory and storage products, delivering solutions for a wide range of applications. On September 04, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $1,016.59 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was 18.07% and its shares gained 673.31% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.15 trillion.
Impax US Sustainable Economy Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU) (Semiconductors, Information Technology) is held for its high Sustainability Lens opportunity profile across Digital Infrastructure, Meeting Basic Needs and Education themes, and carries a strong Corporate Resilience score. The stock surged during the quarter as demand for high-bandwidth memory used in AI training and inference applications accelerated sharply. The data center build-out by hyperscale providers drove a significant uplift to Micron's pricing power and volume outlook, and the company revised its forward guidance meaningfully higher, prompting a sharp re-rating from investors."
#NASDAQ #sustainable #economy #class
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Micron Technology, Inc. (NASDAQ:MU) as a material contributor to performance. Micron Technology, Inc. is a leading semiconductor company that manufactures memory and storage products, delivering solutions for a wide range of applications. On September 04, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $1,016.59 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was 18.07% and its shares gained 673.31% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.15 trillion.
Impax US Sustainable Economy Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU) (Semiconductors, Information Technology) is held for its high Sustainability Lens opportunity profile across Digital Infrastructure, Meeting Basic Needs and Education themes, and carries a strong Corporate Resilience score. The stock surged during the quarter as demand for high-bandwidth memory used in AI training and inference applications accelerated sharply. The data center build-out by hyperscale providers drove a significant uplift to Micron's pricing power and volume outlook, and the company revised its forward guidance meaningfully higher, prompting a sharp re-rating from investors."
#NASDAQ #sustainable #economy #class
9 days ago
Impax ******* et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a key contributor. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On September 04, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $477.57 per share, reflecting a market capitalization of $779.62 billion. Over the past month, Advanced Micro Devices, Inc. (NASDAQ:AMD) returned 1.71%, but its shares are up 215.42% over the past year.
Impax US Sustainable Economy Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) (Semiconductors, Information Technology) is held for its attractive sustainability opportunity set, particularly in Digital Infrastructure, and for its high Corporate Resilience score across environmental and governance dimensions. The stock rose substantially in the quarter, driven by strong adoption of its AI-optimized GPU (graphics processing unit) and data center processor products. A series of major partnership announcements with cloud computing providers and continued evidence of market share gains in AI accelerator hardware reinforced investor confidence in the company's multi-year earnings growth trajectory."
#NASDAQ #impax #sustainable #letter
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a key contributor. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On September 04, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $477.57 per share, reflecting a market capitalization of $779.62 billion. Over the past month, Advanced Micro Devices, Inc. (NASDAQ:AMD) returned 1.71%, but its shares are up 215.42% over the past year.
Impax US Sustainable Economy Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) (Semiconductors, Information Technology) is held for its attractive sustainability opportunity set, particularly in Digital Infrastructure, and for its high Corporate Resilience score across environmental and governance dimensions. The stock rose substantially in the quarter, driven by strong adoption of its AI-optimized GPU (graphics processing unit) and data center processor products. A series of major partnership announcements with cloud computing providers and continued evidence of market share gains in AI accelerator hardware reinforced investor confidence in the company's multi-year earnings growth trajectory."
#NASDAQ #impax #sustainable #letter
9 days ago
Impax ******* et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Applied Materials, Inc. (NASDAQ:AMAT) as a notable contributor to performance. Applied Materials, Inc. (NASDAQ:AMAT) provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries. On September 04, 2026, Applied Materials, Inc. (NASDAQ:AMAT) closed at $454.71 per share. Over the past month, Applied Materials, Inc. (NASDAQ:AMAT) declined 12.91%, but its shares are up 180.60% over the past year. Applied Materials, Inc. (NASDAQ:AMAT) has a market capitalization of $360.86 billion, and its stock has traded within a 52-week range of $161.75 - $739.67
Impax US Sustainable Economy Fund stated the following regarding Applied Materials, Inc. (NASDAQ:AMAT) in its Q2 2026 investor letter:
"Applied Materials, Inc. (NASDAQ:AMAT) (Semiconductor Equipment, Information Technology) is owned for its Sustainability Lens exposure to Digital Infrastructure and Education themes, and for its high Corporate Resilience score. The stock benefited from a recovery in semiconductor capital expenditure, with leading-edge logic and memory chipmakers restarting investment programs deferred from the prior year. Applied Materials reported strong order intake and revised its full-year guidance upward, reflecting the broad-based nature of the semiconductor equipment recovery."
#NASDAQ #sustainable #economy
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Applied Materials, Inc. (NASDAQ:AMAT) as a notable contributor to performance. Applied Materials, Inc. (NASDAQ:AMAT) provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries. On September 04, 2026, Applied Materials, Inc. (NASDAQ:AMAT) closed at $454.71 per share. Over the past month, Applied Materials, Inc. (NASDAQ:AMAT) declined 12.91%, but its shares are up 180.60% over the past year. Applied Materials, Inc. (NASDAQ:AMAT) has a market capitalization of $360.86 billion, and its stock has traded within a 52-week range of $161.75 - $739.67
Impax US Sustainable Economy Fund stated the following regarding Applied Materials, Inc. (NASDAQ:AMAT) in its Q2 2026 investor letter:
"Applied Materials, Inc. (NASDAQ:AMAT) (Semiconductor Equipment, Information Technology) is owned for its Sustainability Lens exposure to Digital Infrastructure and Education themes, and for its high Corporate Resilience score. The stock benefited from a recovery in semiconductor capital expenditure, with leading-edge logic and memory chipmakers restarting investment programs deferred from the prior year. Applied Materials reported strong order intake and revised its full-year guidance upward, reflecting the broad-based nature of the semiconductor equipment recovery."
#NASDAQ #sustainable #economy
9 days ago
If you are old enough, you remember a time before the internet. And you also remember Yahoo! and America Online being two of the most dominant internet companies early in the internet's development. The stocks were hot way back then, but today, both have basically flamed out and been swallowed up by other companies. Other internet companies became more dominant.
This isn't unusual in the tech sector, and investors piling into artificial intelligence (AI) stocks should keep that in mind. Sure, you could make a big bet on an AI stock that you think has winning tech, like a high-powered chip or a specialized application, or you could go with a picks-and-shovels play like Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). Here's why this clean energy company could be the better bet.
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 »
Right now, artificial intelligence is a hot sector. Too many investors see it as a way to get rich quickly. And that has had pretty predictable consequences. For example, SoundHound (NASDAQ: SOUN) provides AI voice services. That's exciting, but probably not unique enough to build a business around. Still, its stock skyrocketed as investors jumped on the next hot thing. The shares have since plunged back to earth, down 70% from their 2024 peak.
The same could be happening now with Western Digital (NASDAQ: WDC), a maker of data storage devices. Huge demand from the AI build got investors excited about the stock, but that excitement has begun to fade. The stock has fallen roughly 40% from its recent highs. That's actually the second huge drawdown over the last three years. Even AI poster-child Nvidia (NASDAQ: NVDA) has proven to be a highly volatile stock.
#NASDAQ #internet #NYSE
This isn't unusual in the tech sector, and investors piling into artificial intelligence (AI) stocks should keep that in mind. Sure, you could make a big bet on an AI stock that you think has winning tech, like a high-powered chip or a specialized application, or you could go with a picks-and-shovels play like Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). Here's why this clean energy company could be the better bet.
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 »
Right now, artificial intelligence is a hot sector. Too many investors see it as a way to get rich quickly. And that has had pretty predictable consequences. For example, SoundHound (NASDAQ: SOUN) provides AI voice services. That's exciting, but probably not unique enough to build a business around. Still, its stock skyrocketed as investors jumped on the next hot thing. The shares have since plunged back to earth, down 70% from their 2024 peak.
The same could be happening now with Western Digital (NASDAQ: WDC), a maker of data storage devices. Huge demand from the AI build got investors excited about the stock, but that excitement has begun to fade. The stock has fallen roughly 40% from its recent highs. That's actually the second huge drawdown over the last three years. Even AI poster-child Nvidia (NASDAQ: NVDA) has proven to be a highly volatile stock.
#NASDAQ #internet #NYSE
9 days ago
Despite weeks of largely sideways trade, the stock market sent some positive signals heading into the Labor Day shortened trading week. A strong session Thursday and confirmation of technical support by the Nasdaq and S&P 500 indexes led IBD to notch its Stock Market Exposure guide back to 60% to 80%, up from 40% to 60%.
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.
#Stock #bond
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.
#Stock #bond
9 days ago
SK hynix (SKHY) stock was among the hottest stories in the chip sector this year. The South Korean memory maker pulled off a record-breaking listing in the United States this summer, and the proceeds were massive.
Valued at a market cap of almost $900 billion, the Korea-based chipmaker has surged 1,400% over the last five years. However, it is also down over 40% from all-time highs.
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#states #korea
Valued at a market cap of almost $900 billion, the Korea-based chipmaker has surged 1,400% over the last five years. However, it is also down over 40% from all-time highs.
How to Play SNPS Stock as Layoffs Hit Synopsys
Micron Stock More Than Tripled in 2026. Now Taiwan Strike Threat Could Shake the AI Boom.
Dear Adobe Stock Fans, Mark Your Calendars for September 10
#states #korea
