Influencer Bridget Levine created a unique birthday cake using watermelon and whipped bone marrow for her baby daughter
Levine said she prioritizes nutrient-dense foods for her children, with no refined sugar or flour
The mom of two also uses food-based remedies, like bone marrow lollipops and boiled steak, for teething and mild symptoms
Influencer Bridget Levine doesn't do standard cakes when it comes to her children's birthdays.
The content creator and mom of two shares her motherhood journey on her Instagram, bridgetmlevine, and in a post shared in September, Levine revealed why she "refused" to make her youngest child a conventional cake, instead opting for one with just two ingredients.

#bridget #Instagram

PARIS (AP) — Chanel's artistic director Matthieu Blazy sent the fashion house's suits stretching towards sportswear and evening dresses drifting through clouds, with Nicole Kidman, Dua Lipa and Pedro Pascal in the audience as he unveiled his spring-summer 2027 collection.
The Monday night show underscored that a year into his creative revival, Blazy has made the house feel newly unpredictable.
The former Bottega Veneta designer succeeded Virginie Viard, who took over after Karl Lagerfeld 's death in 2019. Viard's tenure brought record sales but Blazy's contribution has been to restore a sense that Chanel's familiar ingredients can produce something unexpected.
That renewal is visible in his treatment of the house's symbols: tweed can stretch; formal jackets sit against bare skin; quilted bags turn slouchy.
The appeal lies in giving established clients something recognizable, and newer ones something to reinterpret.

#kidman

Buying a stock in the hopes of holding it for 20 years or longer can be a difficult task. Warren Buffett likes to say his favorite holding period is "forever," but his trading history shows he has sold holdings, even after owning them for decades.
Knowing that, investors should look for holdings with the potential to survive and thrive for decades. Fortunately, investors have plenty of options, and these three well-established consumer staples stocks should stand out.
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 »
The public knows PepsiCo (NASDAQ: PEP) best for its flagship cola. Nonetheless, the company owns numerous well-known beverage and food brands, including Gatorade, Mountain Dew, Tostitos, and Quaker.
Its stock had suffered in recent years as the public turned against unhealthy beverages and packaged foods. PepsiCo has since pivoted, emphasizing healthier ingredients in its products and buying brands such as Siete to bolster this reputation.

#investors #holdings

On September 4, 2026, the Wall Street Journal reported that Starbucks Corporation (NASDAQ:SBUX)' longtime chai latte devotees have turned against the company's reformulated recipe, introduced in March. It reduced sweetener and shifted from a pre-made concentrate to a new base with just two grams of sugar.
Customers have signed petitions, flooded Starbucks' corporate lines, and taken to Reddit and store review sites demanding the original formula back. Starbucks says the change gives customers more control over sweetness and has introduced new variations like Mango Cream Chai and Pumpkin Cream Chai.
Starbucks Corporation (NASDAQ:SBUX)' broader turnaround remains intact despite the backlash over its chai reformulation. Global comparable sales increased 7.9% in fiscal Q3, with comparable transactions rising 4.2%. The company raised its fiscal 2026 adjusted EPS guidance to $2.55-$2.65 from $2.25-$2.45. Stronger customer traffic and higher earnings give investors evidence that one unpopular menu change has not derailed the recovery.
The chai backlash appears concentrated among loyal customers of one product rather than across Starbucks' broader customer base. The business introduced the new chai formula as part of a personalization strategy. Customers can customize sweetness and other ingredients. If Starbucks keeps transaction growth across its wider menu, the business could improve its product economics without materially damaging overall customer demand.
Starbucks is improving profitability while it executes its turnaround. Non-GAAP operating margin expanded 430 basis points year over year to 14.4% in fiscal Q3, while North America revenue increased 7% to $7.4 billion. These results give investors evidence that the company can improve margins and sales even as it experiments with its menu and customer experience.

#customer

While it's extremely difficult to predict a stock market pullback, there are certainly harbingers that the market could be in for a rough ride over the coming month. The September-October period ahead of U.S. mid-term elections is historically a volatile one. In fact, Cantor Fitzgerald notes that the S&P 500 index has fallen by 5% or more during these two months in 15 of the past 24 midterm election cycles.
At the same time, two major market valuation indicators point to stocks being at extremely frothy valuations. The S&P 500 Shiller CAPE (cyclically adjusted price-to-earnings) ratio is at over 40 times for the first time since before the dot.com market crash. The so-called Buffett indicator (U.S. stock market value divided by gross domestic product), named after Warren Buffett, is over 230%, well above the 120% where the market is considered overvalued. Throw in a war and a stressed consumer, and the ingredients for a market pullback are there.
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 »
There is no guarantee of a big market dip, and even if there were one, I wouldn't panic. Instead, I'd view it as a strong buying opportunity. AI has changed the equation, leading to big productivity gains that are just beginning, and stocks are generally cheap on a forward basis. The market today is very different than in the past. The S&P 500 is no longer led by cyclical and financial companies. Instead, it's dominated by large tech companies with strong balance sheets that produce enormous operating cash flow.
Let's look at five exchange-traded funds (ETFs) to scoop up if the market dips in the coming month.

#NVIDIA #time #pullback

International Flavors & Fragrances Inc. (IFF), headquartered in New York, produces and markets cosmetic active and natural health ingredients for use in various consumer products. Valued at $21.3 billion by market cap, the company flavors and fragrances are individual ingredients and compounds of a large number of ingredients that are blended, mixed, and reacted together to produce proprietary formulas.
Companies worth $10 billion or more are generally described as "large-cap stocks," and IFF perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the specialty chemicals industry. IFF is a preeminent player in global flavors and fragrances, with 35,000+ products spanning food, beverage, personal care, and health & wellness. Its scale, innovation focus, and alignment with natural, sustainable, and customized ingredient trends support a competitive edge, while operations in 60+ countries provide access to emerging markets and evolving consumer preferences.
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#ingredients #markets #Health #products

If you turn to Gordon Ramsay for cooking advice, the legendary chef is probably going to have some useful info, but if it's frozen food you're curious about, the man has sent some mixed signals over the years. As a famous TV yeller/chef, Ramsay is known for speaking his mind on foods he won't touch, and one thing he's been keen to attack in the past is frozen food meals. While many of us might turn to a frozen pizza or burrito for a cheap, quick meal when we don't have the energy to cook, Ramsay once told Bon Appétit it's the one type of food he refuses to eat.
As for why we won't touch frozen food, Ramsay's reasons are understandable, but they're also a little tone-deaf. "It's so easy to prepare a quick meal using fresh produce, such as a simple stir-fry, but people still resort to ready meals that all taste exactly the same," he told the outlet. It's certainly true that there are plenty of quick and easy recipes if you're in a rush and that plenty of frozen foods are of less-than-ideal quality.
But in the life of most non-celebrity chefs, there are times when you simply don't have the ingredients, time, or energy to cook. Additionally, it appears that Ramsay doesn't think every frozen meal tastes the same, or else he wouldn't have launched his own line of frozen meals called "By Chef Ramsay" in 2023. Maybe his frozen chicken pot pie really is that much better?
Read more: 18 Frozen Dinner Brands, Ranked From Worst To Best
Julia Duda/Tasting Table

#chef #foods

Wrexham manager Phil Parkinson acknowledged the 6-0 loss to West Ham United is among the lowest points of his time at the club.
The visitors were outclassed by a West Ham side who were in rampant form at London Stadium.
Parkinson said everyone had to take ownership of the performance including himself.
"We're going to make sure we have that accountability as individuals and as staff – and we will do," Parkinson said.
"And we'll respond and we've got to put the ingredients back in place very quickly to put in a better performance than we did tonight.

#phil

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

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Steak 'n Shake has found an unusual ingredient for its comeback: MAGA.
The Wall Street Journal (1) reports that the nearly century-old Midwestern burger chain has leaned into President Donald Trump's Make America Great Again movement and Health Secretary Robert F. Kennedy Jr.'s Make America Healthy Again campaign — switching its fries to beef tallow, promoting American ingredients and installing massive American flags at its restaurants.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
A record 45% of central banks plan to grow gold reserves — and many investors are following suit. Get your free gold IRA guide from Priority Gold

#MAGA

Celanese Corporation (NYSE:CE) agreed to sell another 19% of the Nutrinova food-ingredients joint venture to Mitsui & Co., Ltd. for approximately $152 million in cash. The transaction, expected to close in the fourth quarter subject to customary conditions, will reduce the retained interest of Celanese Corporation (NYSE:CE) from 30% to 11%.
The interest being sold generated approximately $4 million of equity earnings in 2025. The consideration therefore equals about 38 times that contribution, suggesting Celanese Corporation (NYSE:CE) is receiving a strong price for a noncore holding. The proceeds will reduce debt, fund upcoming maturities, and count toward the goal of Celanese Corporation (NYSE:CE) to generate $1 billion from divestitures by the end of 2027.
The disclosed economics favor the sale. Paying $152 million for an interest that generated $4 million of equity earnings implies an earnings yield of only about 2.6% for the buyer. Celanese Corporation (NYSE:CE) is exchanging a relatively small earnings contribution for immediate debt-repayment capacity and potential interest savings.
Celanese Corporation (NYSE:CE) also retains 11% of Nutrinova, preserving some participation if the food-ingredients venture expands. Under the related diketene-facility arrangement, Nutrinova will cover the facility's full purchase price and ongoing operating costs. Celanese Corporation (NYSE:CE) has no funding obligation, limiting capital exposure while retaining an economic interest.
Combined with the completed $500 million Micromax divestiture, the latest transaction would bring the combined announced transaction values of the two deals to approximately $652 million. That would represent about 65% of the $1 billion divestiture objective.

#NYSE #million #nutrinova

Nvidia (NVDA) CFO Colette Kress told investors last week that the company is seeing "extreme pricing conditions in memory," that the increases have "exceeded our prior expectations," and that they are "headed even higher into next year." Colette Kress said this in prepared remarks on Nvidia's fiscal second-quarter earnings call on Aug. 26, and then delivered the line companies almost never say plainly: "As a result, we are resetting expectations today."
Memory is not an exotic part. It is the DRAM in a phone, the RAM in a laptop, the storage in a game console, and one of the most expensive ingredients in a graphics card… and three companies make nearly all of it. Kress was describing the market for AI server memory, not the shelf price of a laptop, and Nvidia said nothing at all about consumer devices. But those products draw on the same suppliers and the same fabs, which is why a chip company's margin guidance is worth reading even if you never buy a chip.
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#colette #expectations #Companies #never

Seattle, Washington-based Starbucks Corporation (SBUX) roasts, sells and distributes high-quality coffee globally. Valued at $121 billion by market cap, the company offers packaged and single-serve coffees and teas, beverage-related ingredients, and ready-to-drink beverages, as well as produces and sells bottled coffee drinks and a line of ice creams through over 40,000 stores worldwide under the brands Starbucks Coffee, Teavana, Seattle's Best Coffee, Ethos, and Starbucks Reserve.
Companies worth $10 billion or more are generally described as "large-cap stocks," and SBUX definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the restaurants industry. With over 41,000 stores globally, SBUX's strong brand drives growth and its diverse footprint and international presence fuel market dominance.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
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#billion #market #Stock #globally

The star of Cardi B's haircare line is her mini-me.
The "AH HA" rapper shared a new Grow-Good Beauty ad featuring her 8-year-old daughter, Kulture, promoting the brand's Get Rich Hair Mask.
Dressed in pajamas with her hair styled in a roller set, Kulture opens the fridge and puts ingredients in a bowl.
"Okay, let's see. Where are the bananas? Here they are. And avocados, I need those for moisture. Oh, here's the rosemary," she said. "Okay, I think that's everything. Or you can just use Grow Good. Can we put this on my back-to-school list?"
Kulture, born in 2018, is one of three children Cardi B has with Migos rapper Offset. They have two other children: Wave, born in 2021, and Blossom, born in 2024. Her fourth child, whom she shares with NFL player Stefon Diggs, was born last year.

#born #year #children

Illini Isaac is joined by Ethan Pavey of The Champaign Room to break down the UAB Blazers and preview what they hope to see in Illinois' first game of the season.
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#https #gtlk #isaac

ONE Championship returns to Bangkok's iconic Lumpinee Stadium on Friday, September 4, with another stacked lineup at ONE Fight Night 47 on Prime Video.
The card streams live in U.S. primetime and is headlined by former three-sport ONE World Champion Stamp Fairtex against Selina "Teep Queen" Flores in a highly anticipated atomweight Muay Thai showdown.
But some of the night's most intriguing action could come before the headline attraction.
From a collision between aggressive and acrobatic strikers to an undefeated Indian finisher making his global roster debut, these three bouts have all the ingredients to leave a lasting impression at the mecca of Muay Thai.
Jaosuayai Mor Krungthepthonburi and Jordan "Panda Kick" Estupinan rarely need much encouragement to attack.

#thai #championship #stadium #fight

Kai Havertz has laid down the gauntlet to **** nal's rivals by insisting the Premier League champions want "to win everything".
The Gunners ended their 22-year wait for the league **** le last season and started their defence with a comprehensive 3-0 win over Coventry, a week after they saw off Manchester City to take the Community Shield.
Mikel Arteta's side were a penalty shootout away from claiming their first Champions League trophy – succumbing to Paris Saint-Germain in the final in Budapest – but Havertz believes the Gunners have all the ingredients in place to launch an **** ault on the biggest prizes.
"When you have that taste of winning one **** le then you want to do it again, and we have a team that can compete for every **** le possible," said the Germany international in an interview with Sky Sports.
"Last year there was only one, but this year there is a lot more to come and we want to win everything.

#gunners #premier

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Kalshi is partnering with The Weather Company, operator of Weather.com and The Weather Channel app, to expand a weather trading business it expects to reach $1.1 billion in volume this year.
The Weather Company will supply the meteorological data used to verify contract outcomes, and the two firms plan to explore new markets around events such as ski conditions and marathon weather. Kalshi's probabilities will also appear across Weather Company platforms.
Kalshi's weather markets generated $564 million in trading volume through July, the Wall Street Journal reported, already surpassing the platform's full-year 2025 total. Weather and climate volume is up roughly 500% year over year.
That doesn't mean commercial hedging has taken over. But the market is starting to acquire the ingredients of a genuine risk-management tool: trusted settlement data, institutional-scale execution and businesses experimenting with contracts as hedges.

#finance #kalshi

The world of food television exploded with personalities in the 1990s, and these culinary icons didn't just cook — they captivated millions with their on-screen flair, flavor-packed recipes, and unforgettable catchphrases. InTouch brings you a closer look at the chefs who inspired at-home cooks, redefined cooking shows, and became household names. From the bustling streets of New York to the glamour of Hollywood, each of these stars made a mark that's still felt in today's kitchens.
ZUMA Press / MEGA
Renowned for blending French techniques with Californian ingredients, Wolfgang Puck helped revolutionize American fine dining. From elegant Oscar after-parties to his many popular restaurants, Puck remains a pioneer in both taste and innovation. His lively presence brought culinary artistry into the mainstream spotlight. Puck's flagship eatery, Spago, opened on Sunset Strip in January 1982 and introduced the then-unheard-of open-kitchen dining concept, as reported by The Hollywood Reporter.
Joe Russo / MEGA / MA
With his iconic shouts of "Bam!" and "Kick it up a notch," Emeril Lagasse energized home cooking for a generation of TV viewers. His star power on the Food Network and in the kitchen transformed him into a true celebrity, bridging the gap between old-school technique and modern showmanship. His infectious personality and approachable style set the gold standard for TV chefs. Lagasse first stepped in front of cameras in 1993 on Food Network's How to Boil Water, before his own program, Essence of Emeril, and later Emeril Live! turned him into television's breakout culinary star, according to Parade.

#puck #cooking

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter.
Constellation Brands will invest $100 million over five years to boost U.S. farmer profitability in states that produce hops, barley and other ingredients in the Modelo and Corona maker's beers.
The investment will include additional purchases from farmers in Idaho, Montana and North Dakota, plus initiatives to improve market access and economic resiliency.
The beer maker will also establish a farmer-led advisory committee that will provide insight on how the investments can best support growers in the company's agricultural supply chain.
The farm economy is facing a "generational downturn," according to the American Farm Bureau Federation, as increased production costs and sustained weather challenges strain financials.

#farmer

NEW YORK (AP) — In the opening scene of American writer Kim Stanley Robinson's "The Ministry for the Future," a heat wave combined with a breakdown of the electrical grid in India kills 20 million people. The devastation causes the world's nations to unite to combat climate change.
Scientists have long warned that the world will experience more intense extreme weather events like heat waves, storms, floods and droughts. But what once seemed like the realm of fiction is now discussed as a possibility, even an inevitability.
Warning about an "extreme of extremes" or the "Other Big One," a play off the California reference of a big future earthquake, can be fraught. After all, ***** ody can say for sure when a weather catastrophe may happen. But in the last few years, the planetary ingredients needed for a massive disturbance have been building. And alarm is growing.
"The risk is that people just think you are exaggerating," said Daniel Swain, a climate scientist with the California Institute for Water Resources. "It's the 'Boy Who Cried Wolf' problem. Sometimes wolves are real. If it's outside the door, wouldn't you want to know?"
In the 1850s, while living in Seneca Falls, New York, amateur scientist Eunice Newton Foote did a series of experiments that put different substances, including carbon dioxide and moist air, inside glass cylinders and left them in the sun. What she found was extraordinary: cylinders with carbon dioxide, a greenhouse gas that is released when coal, gas or oil is burned, heated up faster and took longer to cool after the sun went down.

#york #future #people #extreme

Even though they've got one of the most difficult schedules in the Big 12 and mighty Notre Dame visits Provo in the middle of October with its sights set on a national championship run, hype for the BYU Cougars in 2026 is through the roof.
Why not?
BYU has gone 23-4 overall in the past two seasons, just missing out on College Football Playoff appearances in 2024 and 2025, and returns almost all of the key ingredients from the outfit that won 12 games last year, most notably quarterback Bear Bachmeier and running back LJ Martin.
"That's the challenge this year, not feeling like we've arrived or done anything special, because we haven't won a game yet. I think these guys also know that everything people say, good or bad, is nonsense, really. All that matters is what you do in the game."

#year #game #provo #cougars

After celebrating his birthday with his family, Ben Affleck is enjoying another special occasion with his kids. In photos shared over the weekend, Affleck was photographed alongside his kids, Violet and Fin, grabbing dinner at one of the trendiest restaurants in Santa Monica.
Ben Affleck and his kids, Fin and Violet (@ x17/The Grosby Group)
The photos showed Affleck and his kids dressed up for the outing. Affleck wore a light blue ******* on-up shirt, black pants, and sneakers. In the case of Fin, they wore brown overalls paired with a grey sweater, their trusty glasses, and red Vans sneakers.
Violet, who's currently on her summer break from Yale University, opted for the colorful outfits she likes to wear, including a grey sweater paired with a bright red skirt. wore a grey sweater, a red skirt, and grey sneakers. She was photographed wearing a face mask.
The three were photographed at Fia, a California-Italian restaurant known for its fresh ingredients. Two weeks earlier, Jennifer Garner and her boyfriend were seen grabbing dinner at the location, suggesting that the family greatly enjoys the food and service.

#affleck #kids

Wendy's chief executive Bob Wright outlined a five-point turnaround strategy on Monday, saying the burger chain sacrificed ingredient quality for cost savings and became too dependent on discounts — factors he said contributed to Wendy's losing its long-held position as the country's second-largest burger chain by U.S. sales.
Wright told The Wall Street Journal that Burger King seized that position by overhauling its Whopper sandwich and modernizing its restaurant fleet. "We have made some decisions around quality that were rooted in efficiency and cost savings," Wright said. "We have let our value equation erode."
Wright, 58, took the helm as permanent president and CEO in May. His turnaround plan covers five areas: food quality and value, operations, store upgrades, marketing, and digital sales. Wright said a comprehensive menu overhaul is needed, working from individual ingredients through finished items and across every major category, including hamburgers, chicken, salads, and the Frosty-anchored dessert lineup.
As part of the leadership overhaul, Wright said Tariq Hassan, a former McDonald's executive, has joined Wendy's in the newly created role of chief marketing and customer growth officer. The current head of U.S. marketing is set to leave the company within weeks. Wright noted that the chain's marketing spending amounts to hundreds of millions of dollars annually, and said both the creative messaging and the way that money is placed across media channels require a rethink.
On the question of store count, Wright acknowledged that net unit losses have accumulated over the last year, with more closures anticipated, and framed those shutdowns as a deliberate mechanism for helping individual franchisees bring greater financial health to their restaurant holdings.

#quality #chief #executive

Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the "BBH Select Mid Cap ETF". A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index's 13.8% return. Artificial intelligence is a key factor influencing market performance, with high-valuation and high-beta companies consistently outperforming others. The portfolio saw gains from being overweight in technology and industrials but missed opportunities due to underweighting more cyclical stocks. At the end of Q2 2026, the Fund held positions in 27 companies, with 48% of ***** ets concentrated in the top 10 holdings. The Fund's strategy focuses on companies priced below intrinsic value to ensure a margin of safety, rather than on whether valuations are high or low. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, BBH Select Mid Cap ETF highlighted Darling Ingredients Inc. (NYSE:DAR). Darling Ingredients Inc. (NYSE:DAR) is a leader in converting edible and inedible bio-nutrients to sustainable natural ingredients. On August 19, 2026, Darling Ingredients Inc. (NYSE:DAR) closed at $66.94 per share, reflecting a market capitalization of $10.56 billion. Darling Ingredients Inc. (NYSE:DAR) posted a one-month return of 5.58%, while its shares gained 110.37% over the past 52 weeks.
BBH Select Mid Cap ETF stated the following regarding Darling Ingredients Inc. (NYSE:DAR) in its Q2 2026 investor letter:
"The Fund's largest detractors to performance in the quarter were Guidewire Software Inc. (Guidewire) and Darling Ingredients Inc. (NYSE:DAR). Darling returned -11.7% during the quarter, ending with a weight of 4.0% after trimming the position early in the quarter on strength. Darling is the global leader in rendering animal byproducts and used cooking oil into fats and proteins for a variety of end uses, including animal feed, specialty health products, and renewable diesel through a joint venture with Valero called Diamond Green Diesel (DGD). Darling reported stronger than expected first quarter 2026 results, driven by better performance in the core Feed and Food segments, as well as stronger margins at DGD. Notwithstanding lower oil prices at quarter- end, Darling is extremely well-positioned for significantly improved profitability, with long-awaited certainty on government mandates finalized at the end of first quarter 2026, which will support both margins at DGD and higher Feed prices. These end markets are further benefiting from higher prices as a result of the recent conflict in the Middle East. The full benefit of recent development will start to be apparent in second quarter 2026."

#darling #select #investor #return

Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the "BBH Select Mid Cap ETF". A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index's 13.8% return. Artificial intelligence is a key factor influencing market performance, with high-valuation and high-beta companies consistently outperforming others. The portfolio saw gains from being overweight in technology and industrials but missed opportunities due to underweighting more cyclical stocks. At the end of Q2 2026, the Fund held positions in 27 companies, with 48% of **** ets concentrated in the top 10 holdings. The Fund's strategy focuses on companies priced below intrinsic value to ensure a margin of safety, rather than on whether valuations are high or low. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, BBH Select Mid Cap ETF highlighted Guidewire Software, Inc. (NYSE:GWRE). Guidewire Software, Inc. (NYSE:GWRE) provides a platform for property and casualty (P&C) insurers. On August 19, 2026, Guidewire Software, Inc. (NYSE:GWRE) closed at $181.18 per share, reflecting a market capitalization of $15.08 billion. Guidewire Software, Inc. (NYSE:GWRE) posted a one‑month return of 37.91%, while its shares lost 14.98% over the past 52 weeks.
BBH Select Mid Cap ETF stated the following regarding Guidewire Software, Inc. (NYSE:GWRE) in its Q2 2026 investor letter:
"The Fund's largest detractors to performance in the quarter were Guidewire Software, Inc. (NYSE:GWRE) and Dar ling Ingredients Inc. (Darling). Guidewire declined -17.7% during the quarter, ending with a weight of 3.1%. Guidewire is the leading provider of core systems software to the property and casualty (P&C) insurance industry. Guidewire reported strong fiscal third quarter results (its fiscal year ends in July), with revenue growth of 27% and profitability well ahead of guidance, and management raised full-year guidance for both. The shares nevertheless declined because annual recurring revenue (ARR) growth of 19% finished at the midpoint of guidance, the first quarter since 2022 that ARR did not meet or exceed the high end of its guidance, as a couple of deals slipped past quarter end. We believe the slippage reflects timing rather than demand. The pipeline remains healthy, and management noted the fiscal fourth quarter is off to a good start and could be a record quarter. Fully ramped ARR continues to grow faster than reported ARR, and management expects it to grow above the 22% achieved in fiscal year 25, which supports continued growth into future years. While AI is perceived as a risk by the market, a modern core system is a prerequisite for insurers to deploy AI, and early customer pilots using AI tooling have reduced cloud migration costs by approximately 35%, lowering the largest cost barrier to modernizatio

For the last five years, I have cleared my schedule for every A'ja Wilson versus Breanna Stewart matchup — and there have been many. They are the two defining players of this WNBA generation, with a combined six MVPs and six **** les between them, and the faces of USA Basketball. They relish the competition of playing against the best at their position and raise their levels when they meet.
The Wilson-Stewart era is far from over. Wilson is on pace to be MVP yet again, while Stewart is putting together yet another All-WNBA season. Although the Las Vegas Aces sit higher in the standings, the New York Liberty have mostly gotten the best of them this season, including in the Commissioner's Cup final. A playoff series between them (a fifth matchup in seven seasons) would be high-level theater.
It would be near-impossible for another individual rivalry to reach those heights — again, look at all the hardware the two have in their trophy cases — but it was fun to get a look at the future during the aptly-named rivals week. Paige Bueckers and Caitlin Clark have a lot more winning to do to reach the Wilson-Stewart level, but they do have the right ingredients in place. They're elite players at essentially the same position who came up together through USA Basketball; like Stewart and Wilson, they each were the MVP at a U-19 World Cup. They both had outstanding college careers, and now they are trying to compete for **** les in the WNBA.
Bueckers and Clark have met only three times in the pros, and the first was mostly forgettable. The last two, however, have been worth the wait. The third quarter of Friday's game between Dallas and Indiana was a true highlight, as these two unselfish guards kept trying to one-up the other as bucket-getters. Six of their baskets were immediately followed by points from the other, including a very fun stretch in which Clark hit a layup, Bueckers followed with a pull-up 3, Clark responded with a pull-up jumper and Bueckers hit another shot in the midrange. Not a lot of passing from the nominal point guards, but the budding seeds of a longer rivalry.
Ideally, the Wings and Fever will meet in the playoffs (with Azzi Fudd and Jessica Shepard both healthy by that point) and give this matchup the stakes it deserves. For now, it's an enjoyable undercard to the Wilson-Stewart rivalry.

#stewart #WNBA #rivalry

Hims & Hers Health is planning to sell compounded peptides, the company said in a Monday earnings call.
The company's CEO, Andrew Dudum, said in the earnings call that it was "currently developing a best-in-class peptides experience, including U.S. manufactured products, clinical-led guidance, and ongoing blood testing."
Dudum said in the call that the company had begun testing for the ingredients in some peptides, adding that "this will ensure we can bring them to the market with a safe, verified supply chain if the [Food and Drug Administration (FDA)] decides to allow them for compounding."
Injectable peptides, which are combinations of amino acids, recently became popular among many health-conscious Americans, partially due to enthusiasm from Health and Human Services (HHS) Secretary Robert F. Kennedy.
Kennedy has said he is "a big fan of peptides" and has vowed action to widen their accessibility.

#Peptides #Health #call #hims

King Charles reportedly takes unusual control over his daily meals. His former head chef, Visen Anenden, says the monarch stays closely involved and pays attention to where his ingredients come from. Anenden, who served as Charles' head chef for nearly a decade, told Marie Claire that the King has a genuine passion for food and takes a keen interest in what he eats.
According to Anenden, as reported by The Royal Observer, Charles prefers seasonal ingredients and often sources produce directly from royal estates. "He's very seasonal, and everything comes from the estate," Anenden explained. "He always wants to know where something has come from, so menus were very particular."
The chef said the menus could also change depending on where the royal family stayed. Meals at Balmoral, for example, could look very different from those served at Highgrove. When the family stayed at Balmoral, Anenden said the kitchen relied heavily on what the estate's garden could provide.
"It would be only what you could source from the garden," he explained. That approach gave Anenden and his team a practical lesson in farm-to-table cooking. "You really learn how the farm-to-fork aspect works, and it's a phenomenal lesson for a chef!" he said.
Anenden also revealed how much food Charles and Queen Camilla eat. The former chef said they watch their diets closely and usually avoid large portions. "The thing with the royals is that they don't eat a lot," he said. "It was always small portions. It's never substantial, loaded plates at all, never," he added.

#royal #king

King Charles and Queen Camilla may have access to almost any meal imaginable, but their former personal chef says their daily plates were far less extravagant than people might expect. Visen Anenden, who served as Charles' head chef for nine and a half years, revealed that the couple favored small portions, traditional dishes and ingredients sourced directly from the royal estates. While Charles had a particular weakness for savory soufflés, Camilla preferred roast chicken and would even visit the kitchen to explain exactly how she liked it prepared.
Francis Dias/Newspix International / MEGACredit: Francis Dias/Newspix Internation / MEGA
Speaking to Heart Bingo Online, Anenden said portion control remained a consistent feature of meals prepared for Charles and Camilla. "The thing with the royals is that they don't eat a lot," the chef explained. "It was always small portions. It's never substantial, loaded plates at all, never."
Even a traditional Sunday roast was reportedly kept relatively light. Rather than filling their plates with several helpings, Charles and Camilla would typically receive two slices of meat, roast potatoes and light Yorkshire puddings.
Anenden believes their smaller meals partly reflect an awareness of their health and public appearance. "I think they control their diet, and they're conscious of how they look and present themselves," he said. "They're very conscious of their diet."

#charles #camilla #plates #roast