Ireland have announced a 14-member squad for the first three ODIs of their five-match series against Afghanistan, beginning on August 5, with several first-choice players unavailable due to injuries. The selectors have opted to announce the squad only for the opening three matches, with the remaining two ODIs to be finalised after ****** sing the fitness of injured players.

One of the biggest talking points is the inclusion of Jai Moondra, who made his T20I debut against India earlier this month and impressed during Ireland's historic T20I series triumph over the reigning world champions. The youngster has now received his maiden ODI call-up and is one of two capped T20I players in the squad, alongside Ben Calitz, yet to make their 50-over international debut.

Ireland have also handed a first international call-up to medium pacer Byron McDonough. The 24-year-old enjoyed an impressive domestic campaign with Leinster Lightning, helping them win the Inter-Provincial Limited Overs Cup after claiming eight wickets in five matches. Across nine List A appearances, McDonough has picked up 15 wickets at an average of 29.33.
Captain Paul Stirling returns to lead the side after missing the recent T20I series against India through injury. However, Ireland continue to deal with a lengthy injury list, with Josh Little, Matt Hollard, Craig Young, Barry McCarthy, Jordan Neill and David Delany all unavailable due to injuries or return-to-play protocols. Cricket Ireland confirmed that the squad for the final two ODIs will be announced later, with changes possible depending on the recovery of the injured players.

The Afghanistan series will mark the first ****** ignment for newly appointed head coach Gary Wilson, who recently replaced Heinrich Malan. Former England batter Jonathan Trott will also join the Irish camp as a consultant for the first two ODIs against Afghanistan, having previously served as the Afghan national team's head coach.

The five-match series will also be Ireland's first men's bilateral ODI ****** ignment since hosting the West Indies in May 2025. The opening two matches will be played in Bready, while the remaining three fixtures will take place at Stormont.
Paul Stirling (captain), Mark Adair, Andrew Balbirnie, Ben Calitz, Curtis Campher, Cade Carmichael, George Dockrell, Gavin Hoey, Andrew McBrine, Liam McCarthy, Byron McDonough, Jai Moondra, Harry Tector, Lorcan Tucker.

#ireland #t20i #squad

The BitMart and BitMEX shutdowns have drawn bullish reactions, with ******* ysts calling the closures a healthy reset.
BitMart began winding down on Sunday, three days after BitMEX confirmed its own exit. AscendEX closed on July 1, bringing the total number of exchange closures this month to 3.
Moonrock Capital founder and managing partner Simon Dedic argued that the recent closures of several centralised crypto exchanges reflect deeper flaws in the industry's business model.
"The extraction model has a fatal flaw: it needs a steady supply of victims. When those dry up, so does the business. One of the underrated perks of a brutal bear: the market is actually healing," he noted.
Ran Neuner, CEO of Crypto Banter, made a cycle-timing argument instead. According to him,

#bitmart #business #model #moonrock

SpaceX (SPCX) is poised to sink further after the stock hit a new all-time low Monday, days after a successful test of its Starship rocket. The surprising drop indicates that investor caution toward the newly public company persists, despite hitting an important launch milestone.
SpaceX shares are down nearly 4% in pre-market trade, this after dropping to $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the stock's $150 market debut last month, and are down an astounding 50% from its all-time high of $225.64.
Concern seems to be growing ahead of **** eX's big second quarter earnings report set for August 4th, with a big share unlock happening on August 6th. Per **** eX's lock-up period plan, as many as 20% of shares are eligible to be sold.
The rising angst among **** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since **** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in **** e, and made what **** eX called its softest ocean splashdown yet.
"I'm a little over the moon right now," **** eX spokesperson Dan Huot said on the company's livestream. "Lucky number 13."

#Monday #time #nearly

Retired wrestling legend AJ Styles made a bold point calling out WWE for not pushing new star Bron Breakker fast enough into the world ***** le scene. Breakker was viewed as a "can't miss prospect" after an epic NXT run and a hot start to his main roster career. WWE seemed ready to push Breakker to the top after storylines with Paul Heyman, Seth Rollins and CM Punk. Recent months have seen things slowing for Breakker and seemingly distanced from the main event scene.
Styles had the following to say on his podcast about being confused at WWE's logic:
"How long are we going to wait for Bron Breakker to be Heavyweight Champion? He should be next. I think that he's definitely a star right now. Why we haven't put it on him to put the rocket up his ***** and send him to the freaking moon? I don't know why we haven't done that because he is the destroyer."
The current role of Styles sees him retired from in-ring competition but active in various background roles for WWE. Styles uses his experience of well over two decades to contribute via coaching, training and scouting for the company. The new role likely makes it more pivotal on AJ's side to see obvious new stars getting truly elevated.
One noteworthy subject here goes back to WWE's overall main event. Roman Reigns, CM Punk, and Cody Rhodes are treated on a full tier above the rest of the roster. Young stars must be presented on an equal level to these three or fans will never view them as a top name.

#star #roster

Zendaya and Tom Holland are making the most of married life as they travel the world promoting their latest projects, and a source exclusively tells In Touch that the newlyweds are turning the press tour into an extended honeymoon.
According to the source, the couple has been squeezing in romantic dinners and sightseeing between stops for Spider-Man: Brand New Day and The Odyssey.
"They've been all over the world together the last month, and they still have more stops to go," the source says. "Everywhere they go, it's the absolute best of the best, it would cost them hundreds of thousands to do this sort of trip on their own dime."
While the source says that work "does take priority" for Zendaya, 29, and Holland, 30, whenever they get a free moment, "they're out enjoying the best restaurants and going incognito to enjoy the sights."
The source continues, "They're completely wrapped up in each other and still very much in that honeymoon phase, so everything they do right now feels extra special."

#best #zendaya #they 're #World

Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, while Moon Capital Management's equity portfolio gained 4%. AI-related stocks led market performance, mitigating geopolitical concerns. Moon Capital holds 10% of its portfolio in technology, significantly less than the S&P 500's 39%. The firm remains cautious about large AI investments and their potential return on investment. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Moon Capital Management highlighted Zoetis Inc. (NYSE:ZTS) as a newly added position. Zoetis Inc. (NYSE:ZTS) is an animal health company focused on animal health medications, vaccines, and diagnostic products. On July 22, 2026, Zoetis Inc. (NYSE:ZTS) closed at $74.19 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was -4.66%, and its shares lost 51.45% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.1 billion.
Moon Capital Management stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"We added one new stock to the portfolio last quarter, Zoetis Inc. (NYSE:ZTS). (Our average purchase price was about $73.20/share.) Zoetis is the world's largest pure-play animal health company. We have long viewed Zoetis as one of the highest-quality businesses in healthcare (albeit for mostly four legged patients), and the company has generally been valued accordingly. However, temporary concerns around slower companion animal growth and increased competitive pressures created an opportunity to purchase the company at an attractive price. After trading above 30 times earnings for much of the past decade, Zoetis now has a P/E of less than 11x, a valuation we believe significantly understates the quality, durability, and long-term earnings power of the business.
The animal health industry is attractive as it combines the defensive characteristics of healthcare investing with a more favorable industry structure than traditional pharmaceuticals. In contrast to human healthcare, a significant portion of animal health spending is paid directly by owners, which reduces reimbursement pressure. The industry also benefits from lower research and development costs, shorter development timelines, and strong relationships with veterinarians. These relationships, combined with regulatory barriers and specialized technical expertise, create meaningful switching costs and contribute to long product lifecycles..." (Click here to read the full text)

#capital

Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, while Moon Capital Management's equity portfolio gained 4%. AI-related stocks led market performance, mitigating geopolitical concerns. Moon Capital holds 10% of its portfolio in technology, significantly less than the S&P 500's 39%. The firm remains cautious about large AI investments and their potential return on investment. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Moon Capital Management highlighted DaVita Inc. (NYSE:DVA). DaVita Inc. (NYSE:DVA) is a US-based healthcare company that offers kidney dialysis services for patients suffering from chronic kidney failure. On July 22, 2026, DaVita Inc. (NYSE:DVA) closed at $232.08 per share, reflecting a market capitalization of $14.89 billion. DaVita Inc. (NYSE:DVA) posted a one-month return of 8.77%, while its shares gained 60.31% over the past 52 weeks.
Moon Capital Management stated the following regarding DaVita Inc. (NYSE:DVA) in its Q2 2026 investor update:
"During the second quarter, we exited our position in the kidney dialysis services company DaVita Inc. (NYSE:DVA). While DaVita remains an exceptional operator with a well-established competitive advantage, we concluded that the future opportunity had become less attractive following the significant appreciation in the stock. Over our 3.5-year holding period, we generated a total return of approximately 174%, or roughly 35% annualized.
We originally purchased shares at approximately $72 per share following a selloff triggered by the company's reduction in its 2023 guidance. At the time, the market was focused primarily on near-term volume concerns, while we believed investors were underestimating the durability of DaVita's cash generation. Based on the company's EBITDA outlook, we estimated free cash flow would exceed $1 billion annually, allowing us to purchase the business for less than 7x free cash flow, roughly half of its historical valuation.

#moon

The PGA Tour surely won’t be over the moon after hearing Rory McIlroy’s latest comments.
McIlroy began the 2026 season in style, winning The Masters for the second consecutive year, becoming only the fourth player in the history of the game to do so.
However, it has been quite the struggle for the six-time major champion since then.
Rory McIlroy has played only six PGA Tour events since his victory at Augusta National in April.
During those six PGA Tour tournaments, the 37-year-old has recorded zero top-five finishes and only two top-10s.

#only #masters #national

Elliot Anderson has said he is over the moon to have signed for the Kings of Manchester after completing his move to Manchester City.
Anderson has signed for Manchester City from Nottingham Forest in a £116m club record deal, with the midfielder signing a long-term contract at the Etihad.
Anderson was part of the England team that finished third at the 2026 World Cup this summer, a campaign that followed an impressivePremier League season. He ranked second in the Premier League for duels won among central midfielders, and third for forward passes and accurate crosses.
The 23-year-old was unveiled as a City player on Thursday evening and said he's delighted to have signed for a side with a relentless drive for trophies.
“I’m over the moon. I can’t wait to play for this Club. I’m really looking forward to it,”Anderson said.

#city

Nvidia CEO Jensen Huang said American companies should be free to use Chinese open-source artificial intelligence models, positioning himself against Trump administration officials and U.S. AI labs that have sought to restrict them.
"These Chinese models are excellent," Huang told Axios on Tuesday. "Open-source models that are excellent should be used." He said companies should "absolutely" be allowed to use them.
The remarks came as the release of Kimi K3, a model from Beijing-based Moonshot AI that combines near-frontier performance, lower prices, and open weights, has rattled chip and AI stocks, reviving concerns that cheaper models could undercut the case for large AI infrastructure spending. Huang argued Wall Street has the situation backward. "Free AI should be great for hardware," he said. "Free AI should be great for chips. Free AI should be great for data centers." Cheaper and more accessible models draw more people into AI ecosystems, he argued, and that broader adoption ultimately drives up demand for the chips and data centers that Nvidia provides.
Huang also rejected the argument that downloaded Chinese models create a security backdoor to Beijing. Companies can customize those models and run them inside secure environments, he said, and openness makes AI more secure because outside researchers can inspect models and identify weaknesses. "If everything just becomes one single model, one single point of attack, one single source of failure, I think the world is much, much more vulnerable," he said.
His comments came hours after Treasury Secretary Scott Bessent told Fox Business that the administration is examining Chinese AI models for evidence of stolen U.S. intellectual property and considering sanctions. "If we see ... that overseas models are stealing from our great companies, we have the ability to sanction them because of this theft," Bessent said, according to Axios. Huang said companies should still face consequences for violating privacy or contracts, but he argued the response should target misconduct, not the models themselves. "Distillation, learning from AI, learning from other sources of knowledge, is fundamental to intelligence," he said.

#Companies

Giverny Capital ******* et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Arista Networks, Inc. (NYSE:ANET) as one of its leading performance contributors. Arista Networks, Inc. (NYSE:ANET) is a high-speed switching and cloud networking solutions provider for hyperscale users. On July 21, 2026, Arista Networks, Inc. (NYSE:ANET) closed at $174.58 per share, reflecting a market capitalization of $219.82 billion. Arista Networks, Inc. (NYSE:ANET) posted a one-month return of 7.94%, while its shares gained 54.44% over the past 52 weeks.
Giverny Capital ******* et Management stated the following regarding Arista Networks, Inc. (NYSE:ANET) in its Q2 2026 investor update:
"Our two largest positions are Alphabet and Arista Networks, Inc. (NYSE:ANET), which I believe have strong positions in the emerging AI economy. Arista is the leading provider of networking equipment for hyperscale data centers. As AI traffic grows exponentially, data center owners increasingly need signal to move seamlessly not only within a given data center, but between data centers. The demands on the routers and switches that direct the flow of traffic are considerable. As the most sophisticated networking provider, Arista's growth may accelerate in coming years. As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold about 20% of our position in Arista in April in two tranches at an average price of about $160. The stock finished the quarter higher than our sale price. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."

#NYSE #anet #capital

Giverny Capital ******* et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ******* et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."

#building #management #construction

Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted AAON, Inc. (NASDAQ:AAON). AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency air conditioning and heating equipment. On July 21, 2026, AAON, Inc. (NASDAQ:AAON) closed at $105.61 per share, reflecting a market capitalization of $8.65 billion. AAON, Inc. (NASDAQ:AAON) posted a one-month return of -19.75%, while its shares gained 34.11% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding AAON, Inc. (NASDAQ:AAON) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. In May, we had a single day in which one of our holdings, AAON, Inc. (NASDAQ:AAON), reported strong earnings and saw its stock rise 31%, AAON has a terrific business unit that makes cooling systems for data centers, where demand is strong. Upward we go! [Reality check: AAON subsequently gave back a fair amount of the one-day increase.]"
AAON, Inc. (NASDAQ:AAON) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 30 hedge fund portfolios held AAON, Inc. (NASDAQ:AAON) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of AAON, Inc. (NASDAQ:AAON) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#NASDAQ #management #asset #strong

Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted JPMorgan Chase & Co. (NYSE:JPM). JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services company that provides financial, commercial, ***** et and wealth management as well as investment banking services. On July 21, 2026, JPMorgan Chase & Co. (NYSE:JPM) closed at $345.23 per share, reflecting a market capitalization of $917.69 billion. JPMorgan Chase & Co. (NYSE:JPM) posted a one-month return of 3.53%, while its shares gained 16.33% over the past 52 weeks.
Giverny Capital ***** et Management stated the following regarding JPMorgan Chase & Co. (NYSE:JPM) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JPMorgan Chase & Co. (NYSE:JPM), Mastercard and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging. JP Morgan has compounded earnings in the low teens over the past decade, with growth accelerating recently, but the stock lags the market this year."

#chase #management

Giverny Capital **** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital **** et Management highlighted Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence, and is a significant contributor to the Strategy's performance. On July 21, 2026, Alphabet Inc. (NASDAQ:GOOGL) closed at $347.15 per share, reflecting a market capitalization of $4.22 trillion. Alphabet Inc. (NASDAQ:GOOGL) posted a one-month return of 0.54%, while its shares gained 82.49% over the past 52 weeks.
Giverny Capital **** et Management stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor update:
"Our two largest positions are Alphabet Inc. (NASDAQ:GOOGL) and Arista, which I believe have strong positions in the emerging AI economy. Alphabet has a near monopoly in search, a robust cloud data center business, a leading computer chip used in AI data centers, a highly profitable **** et in YouTube and the premier autonomous driving platform in Waymo. It has built a tremendous collection of **** ets.
As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold 17% of our position in Alphabet in April at about $380. Management subsequently sold $80 billion of stock in a secondary offering at $350 to raise money to fund more investment in data centers. I feel we did the responsible thing in trimming Alphabet as it got to nearly 12% of our portfolio. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."

#googl #management #Portfolio

Blue Jays are in same boat as Mets for potential Tarik Skubal trade originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The Toronto Blue Jays came into the 2026 MLB season as one of the top World Series contenders, but after the season has gone very poorly for a few reasons, they're now at great risk of missing the postseason.
As part of missing the postseason, as they're well behind their top competition in the AL East and the wild card, the Blue Jays could wind up selling at the deadline.
As Katie Woo, Will Sammon, and Patrick Mooney of The Athletic noted, the Blue Jays are in the same boat as the New York Mets when it comes to the trade deadline, and more specifically, in pursuit of Tarik Skubal.
"Tier 8: Maybe in free agency. Teams: New York Mets, Toronto Blue Jays," the trio from The Athletic writes. "... The Blue Jays, despite winning the AL pennant last year, are fighting to remain a playoff contender. Both could be awfully motivated to reel in Skubal after the season."

#tarik #toronto

Micron Technology (NASDAQ: MU) stock has shed close to 29% of its value over the past month, but it has nothing to do with fundamentals. The tailwinds of the memory cycle remain intact, and each day further proves that AI demand is rising. The current dip presents a compelling buying opportunity that may not be around much longer.
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 »
Moonshot AI's large language model product Kimi AI recently shared an X post that enhanced Micron's bullish thesis. The Chinese company explained that it can no longer take on new customers for its open source LLM because it has run out of available compute. This decision was made to "protect the experience of existing subscribers."
Kimi is a chatbot with a similar setup to OpenAI's ChatGPT, where you can enter prompts or have AI agents perform tasks. Each of those prompts and AI agents requires compute from GPUs, and the GPUs need memory chips to remember everything and function more efficiently.
Kimi AI's news demonstrates parabolic demand for its services, which can only be met by buying more memory chips. This event isn't limited to Kimi AI. Other companies have more GPUs or are taking extra precautions to ensure they do not run out of compute. If other businesses don't want to turn away customers amid soaring demand, they will have to buy more Micron chips.

#signal

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Treasury Secretary Scott Bessent said the U.S. is considering sanctions on China over its alleged "theft" of U.S. large language models.
On Bessent's list are Chinese open-weight AI models like Moonshot's Kimi, DeepSeek, and GLM of z.ai, as well as the tech giant Alibaba. We don't yet know what these proposed sanctions would look like.
As of today, we do not know what these proposed sanctions would look like. If imposed, they could restrict or ban Chinese open-weight models and push U.S. developers toward the best budget-friendly intelligence stateside.
Bessent on Tuesday told Fox Business that frontier AI companies like Anthropic and OpenAI face what he called "IP theft" from Chinese AI models that "distill" their products.

#chinese #like #theft #know

Giverny Capital **** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital **** et Management highlighted The Progressive Corporation (NYSE:PGR). The Progressive Corporation (NYSE:PGR) is a leading auto insurer in the United States offering personal autos and special lines products. On July 20, 2026, The Progressive Corporation (NYSE:PGR) closed at $212.23 per share. The one-month return of The Progressive Corporation (NYSE:PGR) was -1.60%, and its shares lost 14.21% over the past 52 weeks. The Progressive Corporation (NYSE:PGR) has a market capitalization of $123.39 billion.
Giverny Capital **** et Management stated the following regarding The Progressive Corporation (NYSE:PGR) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JP Morgan, Mastercard and The Progressive Corporation (NYSE:PGR) that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
The consensus of Wall Street **** ysts says Progressive will report lower earnings this year than last, as auto insurance rates are in decline after years of rate inflation. Progressive's growth rate is indeed slowing, but for the first half of 2026 its EPS rose 7%. Despite this, the share price dropped 4% for the first half of the year. We added to our position in June. For the first time in years, Progressive has been buying back its stock."

#progressive #capital

Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company provides transaction processing and other payment-related products and services. On July 20, 2026, Mastercard Incorporated (NYSE:MA) closed at $547.44 per share, reflecting a market capitalization of $483.71 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 11.06%, while its shares lost 2.99% over the past 52 weeks.
Giverny Capital ***** et Management stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JP Morgan, Mastercard Incorporated (NYSE:MA) and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Similarly, Wall Street ***** ysts expect Mastercard to compound EPS by 15% over the next few years, roughly the same rate as the past 20 years. The stock was down 10% in the first half of 2026 and has lagged the Index over the past five years."

#incorporated #index #asset

Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 20, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $402.30 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -4.25%, and its shares gained 78.11% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.86 trillion.
Giverny Capital ***** et Management stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Our fourth-largest position is Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which is up nearly 100% since we bought it last summer. TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple. Its growth is also accelerating, with June revenue up 68% from a year earlier."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 234 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, up from 224 in the previous quarter. In Q1 2026, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6.4% (in U.S. dollar terms) sequentially to $35.9 billion, exceeding the guidance. While we acknowledge the potential of Taiwan Semiconductor Ma

Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted The Charles Schwab Corporation (NYSE:SCHW). The Charles Schwab Corporation (NYSE:SCHW) is a multinational financial services company that provides wealth management, securities brokerage, banking, ****** et management, custody, and financial advisory services. On July 20, 2026, The Charles Schwab Corporation (NYSE:SCHW) closed at $102.54 per share, reflecting a market capitalization of $178.33 billion. The Charles Schwab Corporation (NYSE:SCHW) posted a one-month return of 10.06%, while its shares gained 7.50% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding The Charles Schwab Corporation (NYSE:SCHW) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as The Charles Schwab Corporation (NYSE:SCHW), JP Morgan, Mastercard and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Schwab, for example, earned $4.87 per share in 2025 and the consensus of Wall Street ****** ysts calls for earnings per share, or EPS, of $7.62 in 2027. That would represent a two year growth rate of 56%, or 25% per year. As of June 30th, the shares were down 8% for the year and trading at $92.27, or 12 times the 2027 EPS estimate. The Index trades for more than 20 times the forward estimate. We

(NewsNation) — Astronomers may have discovered the first moon outside of our solar system, and it may force them to reconsider the idea of what a "moon" is.
A new study published in Nature describes the discovery of a possible exomoon, but things get a little weird. Researchers noted the object could be an exomoon or it could be something else entirely that doesn't fall neatly into the category of moon or planet.
While Earth's singular moon is the most familiar, there are 891 moons orbiting planets and dwarf planets in our solar system, with more than 200 of those belonging to Saturn alone.
Why does lettuce remain the top suspect in the cyclospora outbreak?
Given the numbers, it makes sense to ***** ume planets in other solar systems travel with a similar entourage.

#astronomers #researchers

Jensen Huang is urging Washington to stop worrying about China's open-source AI just as an all-out panic has broken out over the highly capable, low-cost models that can increasingly compete with the most advanced products by OpenAI and Anthropic.
The Nvidia CEO said in an interview with Axios Tuesday the U.S. should not ban these kinds of models, which are being developed by Chinese companies like DeepSeek, Alibaba, and Moonshot AI—which last week raised alarms when it released its highly capable model, Kimi K3.
While U.S. companies, including AI coding startup Cursor, are increasingly turning to open-source alternatives from China to save on the high costs ***** ociated with American AI models, the White House has reportedly considered restricting their use partly based on fears that the models could be used for surveillance purposes by China or that they could threaten the viability of homegrown AI companies.
The White House reportedly considered using executive power to impose conditions on U.S. companies looking to use Chinese AI models, including forcing these companies to guarantee security and accept liability if breached, Axios reported.
The White House did not immediately respond to Fortune's request for comment.

#Companies #white #China

Training camp is right around the corner, and there are more concerns for the New England Patriots' edge rushing unit than there were at the start of the offseason.
When it comes to solving their issues on the edge, the Patriots are moonwalking backwards quicker than the late, great Michael Jackson.
Veteran Harold Landry III, who led the Patriots with 8.5 sacks last season, is reportedly expected to open the season on the physically unable to perform list. And Gabe Jacas, the second-round draft pick expected to throw on the red cape and help the team right out of the gate, missed all of the spring practices and has still yet to sign his rookie contract.
Expecting a miracle would be hoping that Landry can somehow stay consistently healthy for an entire season at 30 years old. It would also be hoping that the team signs Jacas, and the former Illinois standout's talent is so great that it supersedes the need for the spring work on the football field and in the classroom.
If those ideas feel too far-fetched, here are four emergency options for the Patriots to address their edge rusher concerns:

#Patriots #right #concerns

With artificial intelligence fueling upside, Taiwan Semiconductor (TSM) is still one of the hottest tech giants to buy and hold long-term. Furthermore, the company just posted strong earnings. EPS of $4.31 beat by $0.37. Revenue of $40.2 billion rocketed 33.7% higher year-over-year (YOY), beating estimates by $300 million. And ***** ysts are still incredibly bullish. For example, Wedbush reiterated an "Outperform" rating on the stock, with a price target of NT$3,000 from NT$2,900, thanks to strong, growing demand for artificial intelligence chips.
And while the stock did pull back on the company's plans to increase its 2026 capital expenditures to between $60 billion and $64 billion, up from $52 billion to $56 billion, I'd use recent weakness as an opportunity to buy for the long haul.
This Dividend King Could Be One of the Safest Stocks to Own Right Now
AI Startup Moonshot Just Launched Its Record-Setting Kimi K3 Model. Buy Alibaba Stock to Benefit.
As the AI Selloff Worsens, Time-Tested Procter & Gamble Stock Could Be the Biggest Winner

#artificial #still #year #semiconductor

Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted AAON, Inc. (NASDAQ:AAON). AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency air conditioning and heating equipment. On July 21, 2026, AAON, Inc. (NASDAQ:AAON) closed at $105.61 per share, reflecting a market capitalization of $8.65 billion. AAON, Inc. (NASDAQ:AAON) posted a one-month return of -19.75%, while its shares gained 34.11% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding AAON, Inc. (NASDAQ:AAON) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. In May, we had a single day in which one of our holdings, AAON, Inc. (NASDAQ:AAON), reported strong earnings and saw its stock rise 31%, AAON has a terrific business unit that makes cooling systems for data centers, where demand is strong. Upward we go! [Reality check: AAON subsequently gave back a fair amount of the one-day increase.]"
AAON, Inc. (NASDAQ:AAON) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 30 hedge fund portfolios held AAON, Inc. (NASDAQ:AAON) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of AAON, Inc. (NASDAQ:AAON) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#quarter #term

Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ****** et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."

#building #NYSE #management #asset

Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Arista Networks, Inc. (NYSE:ANET) as one of its leading performance contributors. Arista Networks, Inc. (NYSE:ANET) is a high-speed switching and cloud networking solutions provider for hyperscale users. On July 21, 2026, Arista Networks, Inc. (NYSE:ANET) closed at $174.58 per share, reflecting a market capitalization of $219.82 billion. Arista Networks, Inc. (NYSE:ANET) posted a one-month return of 7.94%, while its shares gained 54.44% over the past 52 weeks.
Giverny Capital ***** et Management stated the following regarding Arista Networks, Inc. (NYSE:ANET) in its Q2 2026 investor update:
"Our two largest positions are Alphabet and Arista Networks, Inc. (NYSE:ANET), which I believe have strong positions in the emerging AI economy. Arista is the leading provider of networking equipment for hyperscale data centers. As AI traffic grows exponentially, data center owners increasingly need signal to move seamlessly not only within a given data center, but between data centers. The demands on the routers and switches that direct the flow of traffic are considerable. As the most sophisticated networking provider, Arista's growth may accelerate in coming years. As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold about 20% of our position in Arista in April in two tranches at an average price of about $160. The stock finished the quarter higher than our sale price. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."

#networks

Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company provides transaction processing and other payment-related products and services. On July 20, 2026, Mastercard Incorporated (NYSE:MA) closed at $547.44 per share, reflecting a market capitalization of $483.71 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 11.06%, while its shares lost 2.99% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JP Morgan, Mastercard Incorporated (NYSE:MA) and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Similarly, Wall Street ****** ysts expect Mastercard to compound EPS by 15% over the next few years, roughly the same rate as the past 20 years. The stock was down 10% in the first half of 2026 and has lagged the Index over the past five years."

#mastercard #incorporated #NYSE #giverny