Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index's +21.5% return and the HFRX Equity Hedge Index's +10.3% return. The long book drove performance, generating a 43.2% gross contribution, while average net exposure remained relatively modest at 47%. U.S. economic growth remained resilient despite inflation concerns, elevated energy prices, and geopolitical uncertainty. Markets rallied sharply after easing U.S.-Iran tensions pushed oil prices lower, supporting renewed risk appetite. Small-cap equities benefited significantly, with Information Technology, Industrials, and Health Care leading gains, while Energy declined as crude prices fell. Year to date, the Composite returned +23.7%, slightly ahead of the Russell 2000's +22.6% and well above the HFRI Equity Hedge Index's +9.7%. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Prosper Stars & Stripes highlighted Cable One, Inc. (NYSE:CABO). Cable One, Inc. (NYSE:CABO) is a US-based data, video, and voice services provider. On September 8, 2026, Cable One, Inc. (NYSE:CABO) closed at $23.03 per share. Over the past month, Cable One, Inc. (NYSE:CABO) declined 31.48%, and its shares lost 85.49% over the past 52 weeks. Cable One, Inc. (NYSE:CABO) has a market capitalization of $144.51 million, and its stock has traded within a 52-week range of $21.98 and $180.74.
Prosper Stars & Stripes stated the following regarding Cable One, Inc. (NYSE:CABO) in its Q2 2026 investor letter:
"Cable One, Inc. (NYSE:CABO) was the second largest contributor to our short book during the quarter. Cable One provides cable broadband in rural markets, where it once enjoyed pricing power and high barriers to entry. But industries are dynamic and new competition has changed the company's position. Our process kept Cable One on our focus list through that transformation and allowed us to revisit it repeatedly; we have shorted the stock five times over the last four years. Increasing competition is an excellent short driver, and Cable One faced pressure from multiple directions at once, including fiber overbuilders, fixed wireless, and satellite internet. Broadband is a commodity, so when lower-priced alternatives entered its markets, Cable One had no meaningful way to differentiate and began losing share. In Q1 2026, the company reported a 7% revenue decline and an earnings decline of approximately 33%. Management compounded the damage by recognizing the shift late and allocating capital to **** et purchases at peak multiples. The combination of leverage, subscriber losses, and falling prices have pressured margins and now threatens the company's terminal value. We covered our position during the quarter."

#stripes #quarter #letter

By Maximilian Heath
BUENOS AIRES, Sept 9 (Reuters) - Argentina's corn exports are expected to reach a record 10 million metric tons in August and September, driven by a ****** per harvest and strong international demand as buyers seek ‌alternatives to Ukrainian supplies disrupted by war and European crops battered by extreme heat.
The world's third-largest corn exporter is ‌wrapping up its 2025/26 harvest, estimated at 71.7 million tons, nearly 20% above the previous record set five years ago, according to government data.
"Argentine corn right now is very competitive in price and in volume," Gustavo Idigoras, head of the CIARA-CEC grains exporters and crushers chamber, told Reuters. Normal export volumes for August-September typically reach about 3 million tons, he added.
Idigoras said demand from North African countries — typically buyers of Ukrainian grain — has been the primary driver. "In the last months we've had meetings with several North African countries, who want to have deeper commercial ties ‌with Argentine exporters," he said, without naming specific ⁠countries.

#idigoras

EXCLUSIVE: Comedian Jeremiah Watkins has just released his third full-length special, Crazy Pizza, on YouTube.
Taped at The Comedy Vault in Batavia, Illinois, the special finds Watkins navigating life as the father to an alleged serial killer toddler and his wife's anger in the bedroom, while riffing on alternatives to hitting your kids, his recent vasectomy, and all of the other toppings that go on his Crazy Pizza.
More from Deadline
Paul Walter Hauser & Julian Sergi Attempt To Solve "Masculinity Crisis" With YouTube Show 'Boy Talk'
Comedian Sam Morril Returning To Netflix With New Special 'Incorrect'

#comedian #youtube #comedy

By Maximilian Heath
BUENOS AIRES, Sept 9 (Reuters) - Argentina's corn exports are expected to reach a record 10 million metric tons in August and September, driven by a ***** per harvest and strong international demand as buyers seek ‌alternatives to Ukrainian supplies disrupted by war and European crops battered by extreme heat.
The world's third-largest corn exporter is ‌wrapping up its 2025/26 harvest, estimated at 71.7 million tons, nearly 20% above the previous record set five years ago, according to government data.
"Argentine corn right now is very competitive in price and in volume," Gustavo Idigoras, head of the CIARA-CEC grains exporters and crushers chamber, told Reuters. Normal export volumes for August-September typically reach about 3 million tons, he added.
Idigoras said demand from North African countries — typically buyers of Ukrainian grain — has been the primary driver. "In the last months we've had meetings with several North African countries, who want to have deeper commercial ties ‌with Argentine exporters," he said, without naming specific ⁠countries.

#countries #september #argentine #idigoras

General Motors Company (NYSE:GM) reached a tentative three-year labor deal with Unifor that Canadian workers ratified on August 29 and 30, securing more than C$1 billion ($791 million) in new and previously announced investment across Ontario, covering over 4,600 workers.
GM will spend C$144 million to bring next-generation Heavy-Duty GMC Sierra production to Oshawa, adding to a previously committed C$343 million there. At St. Catharines, GM will invest C$215 million in a new transmission program starting late 2029, on top of a previously announced C$691 million for V8 engine production. GM also pledged not to immediately sell or close its CAMI plant in Ingersoll while it studies alternatives, including possible defense work if it lands a Canadian Armed Forces contract. The deal lands as Canada's auto sector faces 25% U.S. tariffs, with Trump threatening to double that to 50% on January 1, 2027, and U.S. and Canada trade talks still stalled.
General Motors Company (NYSE:GM) enters this deal from a position of financial strength. GM beat second-quarter expectations with adjusted earnings per share of $3.57 versus the $3.18 estimate and revenue of $48 billion versus the $46.99 billion forecast. The company also raised its full-year guidance for the second time this year, while adjusted automotive free cash flow reached $5 billion, up $2.2 billion year over year. That cash generation gives GM room to fund its Canadian commitments without putting significant pressure on its balance sheet.
The tariff environment has also become more favorable for GM. After the Supreme Court invalidated tariffs imposed under emergency powers, GM lowered its full-year gross tariff-cost estimate to $2.5 billion-$3.5 billion from $3 billion-$4 billion. Protecting Canadian production now could reduce the risk of costly disruptions as GM adjusts its North American manufacturing footprint and responds to changing trade policies.
The agreement also protects GM's pickup and SUV business, which generates some of the company's highest margins. CEO Mary Barra said North American demand remains strong for these vehicles, while the return of Heavy-Duty Sierra production to Oshawa will give GM additional North American capacity for a key product line. Producing more trucks within the region could also help GM reduce its exposure to cross-border tariff costs.

#million

The Serie A weekend is now over, and with today's two matches, the third round of the league will be as well. We are still only in the very early stages of this season, but a few verdicts have already come in.
Watch the entire Serie BKT live with LaB Channel on OneFootball: subscribe for just €9.99 a month!
We know, for example, that as predicted, Inter are still the team to beat. It was already clear on paper, but the pitch has confirmed it. Three wins from three matches - nothing extraordinary so far - plus the icing on the cake of that crazy comeback against Napoli: an exciting run, top of the table alongside Roma, and the feeling, this time for real, of having not quite two full teams but at least plenty of quality alternatives available.
Against the Azzurri, Chivu called on Thuram, Curtis Jones, Carlos Augusto, Çalhanoglu and Bonny from the bench, managing to turn around the 0-2 lead Allegri had built. Just a few days before their Champions League opener, the Romanian coach allowed himself the luxury of rotation against the runners-up of Italy, and still came away with three points (however hard-fought they were).
This opening stretch of Serie A has also told us that the two genuine challengers to Inter in the Scudetto race seem to be Roma and Como, with Juve and Milan still in the midst of a full revamp and a Napoli side that is changing its identity and already sits 6 points off the top.

#three #Inter #napoli #league

Richarlison's situation at Tottenham has become increasingly complicated after a proposed move to Trabzonspor failed to materialise before the Turkish transfer deadline. As first reported by The Standard, the Brazil forward is now facing a shrinking market, with several possible routes already closed and very few obvious solutions left before the season moves on without him.
The key issue is straightforward. Richarlison has been left out of Tottenham's Premier League squad, a significant indication that Roberto De Zerbi does not see him as part of the immediate plan in north London. Everton had been linked earlier in the window, but that avenue went nowhere. Trabzonspor then emerged as a credible option, yet that deal also fell away before Friday's deadline.
That leaves Tottenham and Richarlison in an awkward position. Scotland, Belgium and the Netherlands are no longer open markets, while MLS is also off the table. The realistic alternatives are now fewer and more specialised.
Saudi Arabia stands out as the clearest remaining possibility, with its transfer window open until October 12. For players who have fallen out of the picture at Premier League clubs, that pathway has become increasingly common. Portugal could also hold some appeal, both stylistically and linguistically, with Primeira Liga clubs able to sign players until September 15.
Photo SpursOfficial on X

#premier #league #transfer #deadline

Americans have become value-driven when it comes to what goes into their shopping carts at grocery chains.
"Consumers aren't necessarily buying less. They're becoming more strategic. With 75% indicating that they're stressed about grocery bills (up from 73% last year), it makes sense that shoppers are looking for ways to maximize value from every trip," according to Algolia's The state of grocery shopping: inflation.
The survey showed that many consumers, but not a majority, have been willing to trade down.
Forty-two percent (42%) have switched to private labels to save money (up from 40% last year).
Thirty-six percent (36%) have traded their favorite brands for cheaper alternatives.

#grocery #consumers #value #year

On August 4, Hamilton Lane (NASDAQ:HLNE) posted a first fiscal quarter that showed just how far the private markets manager has scaled. Revenue jumped 56% year over year to $275.3 million, fee-related earnings climbed 49% to $124.5 million, and the firm's total ******* et footprint pushed past $1.1 trillion. That kind of quarter would normally be the whole story. Instead, it came wrapped around three separate balance sheet payouts and a candid admission that client flows have gotten choppier than the headline numbers suggest.
Hamilton Lane's specialized funds are doing the heavy lifting. Fee-earning ******* ets under management in that category grew 25% year over year to $42.6 billion, and that mix shift toward higher-fee products pushed the blended fee rate up to 69 basis points. Management and advisory fees rose 21% to $161.4 million, and FRE margin expanded to 53% from 51% a year earlier, a sign the extra revenue is reaching the bottom line rather than getting absorbed by costs.
The Evergreen platform, Hamilton Lane's semi-liquid product line built for individual and smaller institutional investors, generated $640 million of net inflows and ended the quarter with $19 billion in ******* ets. Ten of twelve funds took in net new money, and none of them needed to gate redemptions even as the broader alternatives industry has wrestled with liquidity questions. The company also added six senior Evergreen sales professionals poached from Fidelity, BlackRock, PIMCO, JPMorgan, Morgan Stanley and Monroe Capital, and just landed its multi-strategy equity fund on a third wirehouse platform.
Fundraising on the closed-end side was equally strong. The sixth direct equity fund closed at $3.8 billion combined, 57% larger than its predecessor, while the seventh secondary fund and second venture fund each held first closes, at $1.3 billion and $370 million. On top of that, Hamilton Lane is set to book roughly $33 million in combined gains from monetizing its stakes in Russell Investments and Canoe, on top of a newly public stake in Securitize.
Not every part of the story is clean. Hamilton Lane's non-US multi-strategy equity fund swung to net outflows for the quarter, and management pointed to a broader hesitancy taking hold. Co-CEO Erik Hirsch acknowledged "a slowdown in flows on certain products and the general hesitancy with investors," a rare moment of candor from a company that otherwise leaned on strong numbers.

#fund #lane

Jefferies reiterated a Hold rating on Adobe Inc. (NASDAQ:ADBE) and raised the price target to $285 from $230 on August 30, citing expectations that the company will deliver results in line with expectations. The research firm has echoed the company's long-term prospects amid heightened focus on user acquisition and engagement.
During the second-quarter earnings call, management reiterated the new focus in response to the way artificial intelligence is changing the way users discover and buy creative and productivity tools. According to CEO Shantanu Narayen, AI is accelerating customer behavior, and Adobe must respond.
Therefore, the focus is on enabling friction-free onboarding for new users through "freemium" artificial intelligence offerings, rather than pushing them into direct paid journeys. Amid the new push, Jefferies expects Adobe to reiterate its fiscal 2026 outlook for 10.2% year-over-year growth in total ending ARR. The company also expects revenue of between $26.5 billion and $26.6 billion for fiscal 2026.
Adobe Inc. (NASDAQ:ADBE)'s opportunity hinges on its ability to turn Firefly, Acrobat AI, and AI-powered Creative Cloud features into monetized products, even as it focuses on attracting new users and enhancing engagement levels. The company is already seeing increasing Firefly adoption and AI-first ARR as Creative Cloud's huge installed base gives it millions of potential new AI customers.
Earlier on August 19, BofA reiterated an Underperform rating on Adobe and raised the price target to $220 from $190. BofA remains concerned that generative AI could pressure Adobe's longer-term growth as lower-cost, AI-native alternatives increase competition and Adobe's AI monetization has yet to materially accelerate overall growth. Additionally, its core products, including Photoshop, are under immense pressure from AI. Free or low cost AI native tools are making it harder for the company to expand its revenue base.

#adobe #creative #users #jefferies

US-based electric utility PG&E and its subsidiary the Pacific Gas and Electric Company have announced a strategic review of the organisation's energy business structure and financing, alongside plans to defer approximately $2bn in planned investment in 2027.
The company stated that the moves are intended to help maintain essential safety investments and compliance standards while reducing near-term borrowing costs for California customers.
A newly formed Strategic Review Committee made up of four independent directors from PG&E's board will lead the review.
The committee will evaluate regulatory, financial, operational and strategic alternatives to determine the best organisation and financing structure for the company.
PG&E said the review will include consultations with regulators, policymakers and stakeholders in California and focus on achieving a financially sound, investment-grade status.

#california

New York-based BlackRock, Inc. (BLK) is a publicly owned investment manager that provides investment management services to institutional clients and retail investors. With a market cap of $174.7 billion, the company offers investment, advisory, and risk management services.
Companies worth $10 billion or more are generally described as "large-cap stocks," and BLK perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the **** et management industry. BlackRock uses its unmatched scale to drive operational efficiency, offer a diversified product suite spanning equity, fixed income and alternatives, and sustain significant investment in technology.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#investment #management #york

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.
Total revenue growth accelerated to 30%, the highest rate since fiscal 2024, driven by broad-based strength across both Atlas and Enterprise Advanced (EA).
Management attributes the 36% growth in EA to the strategic launch of search and vector search capabilities, allowing regulated industries to build AI agents within governed, self-managed environments.
The 'run-anywhere' strategy is serving as a key differentiator, with customers increasingly adopting hybrid deployments across multiple clouds and on-premises to satisfy regulatory and operational resilience requirements.
Atlas momentum is being fueled by large enterprise customers and 'AI natives' who migrate to MongoDB after hitting scaling limits with legacy relational databases like Postgres.

#search

Real Madrid's summer transfer window closed with one major midfield signing for the first team in Bernardo Silva, and one young talent who can eventually make it big at the club in the form of Sergio Martinez.
Despite bringing in two players, however, it was clear throughout the window that the club prioritised yet another big signing in midfield. Rodri was the dream target, but several other names also appeared on their radar as alternatives.
One among those many names was AZ Alkmaar's young midfield talent Kees Smit who was seen as a candidate to immediately upgrade the first-team in the middle of the park.
Despite having several top clubs in his pursuit all summer, however, Smit eventually ended up staying at the Dutch club in what came as a rather surprising development.
The Real Madrid target spoke to AZ Alkmaar's official media earlier this week where he detailed the reason he did not leave the club.

#club #smit #summer

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It is possible to use a credit card to send payments on Venmo. Before you do, however, it's important to understand the potential costs involved.
Here's what you need to know about using a credit card on Venmo and alternatives to consider.
Venmo allows users to send payments and transfer money using a variety of payment methods, including:
Bank accounts

#venmo #credit #send #using

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip supplier seeking share within it. Yet Alphabet remained a large holding, so this is better understood as rebalancing than abandonment.
A financial ****** yst presenting a chart of insurance solutions to a boardroom.
Alphabet Inc. (NASDAQ:GOOGL) still has a formidable bull case. Google Cloud grew 82%, and the company can distribute AI across search, advertising, productivity software, and enterprise services. Its models, custom chips, data, and global user base create several paths to returns. The bear case is the cost and uncertainty of defending those businesses. Capital spending is surging while AI answers may alter search economics and regulators challenge the platform's advantages.
Advanced Micro Devices, Inc. (NASDAQ:AMD) provides a more focused route to the same demand. Its second-quarter revenue rose 50%, with data-center revenue up 107%, as Instinct accelerators and EPYC processors gained momentum. If hyperscalers insist on multiple suppliers, AMD can grow faster than total AI spending. It also faces the harder competitive task: Nvidia's software ecosystem remains dominant, and customers developing internal chips can limit the merchant opportunity.
The filing changes the composition of Tiger's reported positions, but it does not disclose why the fund made either move. Alphabet owns demand and distribution but must prove huge investments strengthen its core economics. AMD sells into that investment wave but must win deployments against powerful alternatives. One can benefit from lower chip prices while the other needs sufficient pricing and share. Holding both, even at different weights, captures the expansion while acknowledging that value may migrate across the stack. The next confirmation should come from cloud margins and accelerator deployment growth rather than portfolio symbolism.

#devices #global #made

Dmitry Vinogradov/Getty Images
KKR has made its largest exit from its Strategic Holdings portfolio, representing a significant step towards the firm's ambition of creating a "mini Berkshire Hathaway."
The New York alternatives manager has agreed to sell USI Insurance Services, one of the largest insurance brokerage and consulting firms in the US, to Aon for around $17 billion, the firm announced on Monday.
KKR acquired the Valhalla, New York-based business in 2017 for $4.3 billion. It invested more money in 2020, 2023 and 2025, growing the company through over 90 strategic acquisitions. The exit from Aon represents a 6x return on KKR's original equity and a 3.4x return when accounting for those additional investments.
KKR co-CEO Joseph Bae drew the comparison between Strategic Holdings, which comprises stakes in 18 companies, and Warren Buffett's famous holding company in 2025, at the Bloomberg Invest conference in New York.

#strategic #largest #exit

John Galliano stepped down from the 2027 Met Gala after backlash over his past antisemitic and racist incidents
N.Y.C. Council Speaker Julie Menin advocated for Galliano's removal, citing the Met's public funding and the decision's implications
The Met is considering new themes and reportedly has two alternatives in place, a source tells PEOPLE
New York City Council Speaker Julie Menin is speaking out following John Galliano's exit from the 2027 Met Gala.
On Monday, Aug. 31, the Metropolitan Museum of Art Costume Institute and the designer announced the Met Gala and the museum's spring exhibition would no longer feature Galliano's work. The news came after the July 31 announcement that the 2027 theme would be "John Galliano: Horizons" faced backlash due to Galliano's past controversies.

#council #backlash #past #people

Borussia Dortmund may have identified another possible replacement for the injured Giannis Konstantelias, with Polish talent Marcel Regula reportedly emerging as a serious late-window option. Polish outlet Meczyki.pl – as relayed by FT – reports that BVB have reached an agreement with both Zagłębie Lubin and the 19-year-old attacking midfielder over a possible transfer.
The deal is not yet complete, however.
Dortmund are reportedly continuing to **** s several alternatives before making a final decision, with **** nal youngster Ethan Nwaneri still among the options under consideration. Zagłębie and Regula are nevertheless said to be waiting for the Bundesliga club to give the green light.
Regula has already been linked with Dortmund this summer, with BVB interest first surfacing at the beginning of August. The Poland U21 international has also attracted attention from Cologne, who reportedly explored a move amid uncertainty surrounding Said El Mala's future.
A transfer fee of approximately €8m had previously been discussed for Regula, who currently maintains an estimated €7m market value in the latest Transfermarkt listings. The teenager could represent a comparatively inexpensive permanent solution for Dortmund after Konstantelias' serious knee injury forced the Dortmund administrative team to re-enter the summer transfer market after spending heavily to complete the squad.

#dortmund #reportedly #polish #summer

In front of 16,188 of his fellow natives of Shanghai China, Song Yadong put his name in the Bantamweight **** le picture after stunning knockout of heavy-favorite Umar Nurmagomedov.
Despite being a 5-1 underdog according to DraftKings Sportsbook, a hard right-hand from Song knocked out perennial **** le contender Nurmagomedov at 1 minute, 48 seconds of Round 2.
Oriental Sports Center erupted after Nurmagomedov crumbled to the ground.
Song (24-9-1, 1 NC) immediately went into the stands to celebrate the knockout with his fellow natives. The arena was at a roar for several minutes after the knockout.
In his post-fight interview inside the Octagon, Song in his native tongue roared "Who's Next? Who's Next?"

#song #next #natives #China

Sunderland are accelerating their late-window business, with TeamTalk reporting that Igor Paixao is now one of the club's leading priorities as Regis Le Bris looks to sharpen his squad before the deadline. The headline detail is encouraging, "Personal terms are already in place" and an "overall fee is close to being agreed", even if Marseille are still trying to retain the Brazilian.
This feels like a significant push from Sunderland. The club have been clear in the market that they want added quality in the final third, and Paixao appears to be the name moving fastest. TeamTalk add that Marseille "need to raise funds to satisfy financial regulations" and that "Paixao's situation remains one to watch as Sunderland push to get the deal over the line". Those are the sort of conditions that can create an opportunity late in the window, provided negotiations remain steady.
There are, however, other attacking names under consideration. Sunderland "made an approach for Sporting winger Geny Catamo", but his "near-£50million asking price has so far put the Black Cats off making another move". The club have also "spoken to Roma about Matias Soule as they **** s alternatives before the window closes". Even so, the report is firm that "Paixao remains a key target".
Sunderland's work is not confined to the forward line. TeamTalk say the Black Cats "are also working on another central defender" and have "enquired about Tottenham's Kevin Danso". They have also "asked about Chelsea's Tosin Adarabioyo", with both players described as experienced options. There is competition, with Fulham also making checks, so this is a situation that may move quickly in the closing days.
Photo IMAGO

#marseille

The summer transfer market has been shaken by Álvaro Morata's surprising move to CD Leganés, while the latest sports headlines are dominated by Julián Álvarez's absence from Atlético de Madrid's trip to Seville and FC Barcelona's tactical adjustments in attack.
The Madrid-born striker is behind the summer's biggest move after joining CD Leganés on loan from Como. The deal shakes up the second tier and makes the Spain international Leganés' main ***** et in their bid to return to the top flight.
For his part, Diego Simeone heads into the visit to the Ramón Sánchez-Pizjuán without a recognized centre-forward after Julián Álvarez was confirmed unavailable. The Argentine's absence, prompted by his refusal to train during the final stretch of the transfer window, puts even more focus on the tactical setup the rojiblancos will use in Seville.
Meanwhile, in Barcelona, Hansi Flick is drawing up attacking alternatives. Faced with the complicated scenario of signing Julián Álvarez, the coaching staff are considering redeploying Raphinha as an out-and-out No. 9, trusting in his movement and finishing to lead the blaugrana attack.
On the international stage, the European draws have handed demanding matchups to Celta de Vigo and Real Sociedad in the Europa League, while Getafe will face more manageable fixtures in the Conference League.

#legan #seville #transfer #international

Nvidia Corporation (NVDA) is making another aggressive move to strengthen its position in the global artificial intelligence (AI) race, and its recently reported $6 billion licensing deal with AI startup Poolside could prove strategically important, along with $1 billion in equity investment.
The agreement gives Nvidia access to Poolside's AI model-development technology and brings more than 100 engineers into its Nemotron effort, as the chipmaker looks to accelerate open-weight AI models that can compete with increasingly capable Chinese alternatives such as DeepSeek and Kimi.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case ***** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.

#Stock #poolside #nemotron #kimi

Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%. A copy of the letter can be downloaded here. While these results are acceptable, they are overshadowed by the impressive performance of small-cap and micro-cap stocks, particularly in AI and semiconductor sectors. The portfolio remains stable and focused on dependable cash flow producers, although it sometimes lags in momentum-driven markets. July showed improvement for Alluvial Fund as benchmarks declined. The author emphasizes the importance of a dependable investment strategy focused on solid cash flow producers, while expressing confidence that the portfolio's intrinsic value discount will lessen over time. The letter aims to communicate the fund's approach and highlights potential opportunities in overlooked sectors, urging a long-term investment perspective amidst current market trends. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Alluvial Fund highlighted Vistance Networks, Inc. (NASDAQ:VISN) as a newly added position. Vistance Networks, Inc. (NASDAQ:VISN) is a global provider of infrastructure solutions for communications, data center, and entertainment networks. On August 26, 2026, Vistance Networks, Inc. (NASDAQ:VISN) closed at $11.05 per share, reflecting a market capitalization of $2.55 billion. Vistance Networks, Inc. (NASDAQ:VISN) posted a one-month return of -5.64%, while its shares lost 30.76% over the past 52 weeks.
Alluvial Fund stated the following regarding Vistance Networks, Inc. (NASDAQ:VISN) in its Q2 2026 investor letter:
"Vistance Networks, Inc. (NASDAQ:VISN), a new holding for Alluvial Fund, is a company in the midst of dismantling itself. Over the past twelve months, Vistance has sold its two largest businesses. Vistance is now down to just one remaining operating ****** et, Aurora Networks, which manufactures equipment for cable networks like Comcast and Charter. It's not a wonderful business—results are lumpy and customer concentration is high—but it is not going away. Faced with relentless competition from fiber and wireless internet alternatives, cable operators have no choice but to continue to invest in speed and reliability upgrades. On the heels of this radical reduction in scale, I don't think Vistance stays independent. Management has gone from running an enterprise doing almost $7 billion in annual sales to one doing just $1 billion. Once it pays out the proceeds from its latest business sale, Vistance will have a market capitalization below $1 billion. As a newly-minted micro-cap company, it might as well be invisible. Being a listed, SEC-reporting micro-cap comes with all the headaches and annoyances of being public, but without most of the benefits. Given the choice between fading into irrelevance as a micro-cap network equipment maker and achieving a neat resolution (and a nice liquidity event for management,

Sun Life Financial and Wilton Re have signed a definitive agreement for a reinsurance and ****** et management partnership.
Under the agreement, Wilton Re will establish Windsor Life Re, an affiliated reinsurer domiciled in the US and Bermuda, with long-term capital commitments from both parties.
The partnership is expected to deploy approximately $900m in capital.
Wilton Re will manage Windsor Life Re, which will back the expansion of Wilton Re's core in-force life and annuity block origination business in the US.
SLC Management, Sun Life's global institutional alternatives ****** et manager, has been named lead ****** et manager for Windsor Life Re's investments.

#capital #manager

Investors poured more than $56 billion into US-listed ETFs during the week ending Aug. 21, lifting year-to-date inflows past $1.3 trillion.

US equity ETFs took in about half the total at $25 billion. US fixed income added $12.5 billion, international equity funds gathered $5.6 billion, and international fixed income took in $2.5 billion.

Commodity ETFs were the notable standout, pulling in almost $5 billion, while currency funds at $2.2 billion and alternatives at $2.8 billion also had strong weeks.

The S&P 500 slipped a little over 1% last week, pulling back from the record highs it had set the week before. Bonds stayed under pressure even after the Treasury Department moved to support the market, announcing it would double the size of its long-dated debt buybacks.

Yields fell briefly on the news but quickly reversed, leaving the 30-year Treasury yield not far from the 19-year high above 5.3% it reached on Aug. 17.

The Treasury's attempts to keep long-term yields down revived the so-called debasement trade. The SPDR Gold Shares (GLD) took in $3.4 billion and the iShares Bitcoin Trust (IBIT) added more than $1 billion as both gold and bitcoin spiked. Gold is now back in the green, up around 8% on the year after spending much of the summer underwater. IBIT remains down about 10% in 2026, though that is a marked improvement from the 33% loss it was nursing at its worst point in June.

On the other side of the ledger, the VanEck Semiconductor ETF (SMH) led outflows, shedding $1.7 billion. Semiconductor stocks have been treading water lately, chopping up and down after starting the third quarter under pressure.

The broader AI trade remains intact, but it has grown increasingly volatile as investors go back and forth over whether the rally is sustainable and whether the group has already peaked.

For a full list of last week's top inflows and outflows, see the tables below
Ticker
Name
Net Flows ($, mm)
AUM ($, mm)

#etfs #year #took #down

Barcelona have been on a striker hunt since the start of the summer transfer window, with the club focusing on getting Julian Alvarez from Atletico Madrid.
However, Los Colchoneros have refused to negotiate with the Catalan club and have insisted that the 26-year-old is not for sale, especially to Barça.
Meanwhile, Barça have gone through various striker options like Joao Pedro, Eli Junior Kroupi, Luis Suarez, Lautaro Martinez and Viktor Gyokeres, among other names.
Now, according to Cadena SER, Barça have made a firm decision over their striker search: if Julian Alvarez cannot be signed, the club will not bring in another centre-forward this summer.
The Catalans have reviewed the market and concluded that none of the available alternatives justify moving away from their priority target.

#club #alvarez

American Federation of Teachers (AFT) President Randi Weingarten promoted a nationwide back-to-school boycott of retail giant Target over the weekend because the company had not condemned ICE operations in Minnesota — the location of its headquarters — prompting criticism from education advocates and a call for federal scrutiny.
"We gave Target ample time to stand with the communities in which they operate and help their neighbors, but its silence about federal immigration abuses has been deafening," Weingarten said in a statement.
"The issue could not be more pressing: Seven months since the murders of Alex Pretti and Renée Good, masked ICE agents are still in our streets, our schools and our communities, terrorizing families in the name of Donald Trump's illegal and immoral ****** ault on immigrants striving for their American Dream," she continued. "That's why we're urging our members to avoid Target and patronize more ethical shopping alternatives this back-to-school season."
Weingarten also shared a video on Instagram, where she directed families to the AFT's "Shop Smart, Not Target" website, which maps local back-to-school shopping alternatives. The organization launched the campaign Wednesday after sending Target CEO Michael Fiddelke letters in February and March.
American Federation of Teachers President Randi Weingarten promoted a nationwide Target boycott over the retailer's response to ICE operations.

#target #federation

PepsiCo (PEP) and Johnson & Johnson (JNJ) anchor the conservative tier, with 54 and 64 consecutive dividend raises and a combined yield near 3.5%.
Dividend-growth compounding turns $465,000 into roughly $1 million in a decade, unlocking $3,350 monthly without the principal erosion of high-yield alternatives.
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At age 53, with $465,000 tucked away, the goal is to build a portfolio that can start cutting monthly checks a decade from now. The math is unforgiving, but that 10‑year runway to age 63 changes which levers actually move the needle. Starting yield is one piece of the equation. Dividend growth is the other, and over a full decade, growth tends to win out.
This piece walks through what $465,000 produces today at three different yield levels, then shows why a lower-yield, faster-growing portfolio can out-earn a higher static payout by age 63. All three names in the framing, PepsiCo (NASDAQ:PEP), Johnson & Johnson (NYSE:JNJ), and Exxon Mobil (NYSE:XOM), sit inside the conservative tier for a reason.

#yield #Dividend

Barcelona are gearing up for an important week ahead, as the club race against time to sign a new striker.
Their pursuit of top target Julian Alvarez hasn't amounted to anything, which has led the club to consider potential alternatives, in their quest to sign a new number nine this summer.
While the likes of Lautaro Martinez, Viktor Gyokeres and Luis Suarez have been linked with a move to Barcelona lately, the club are also interested in a relatively less popular Nicolo Tresoldi.
Tresoldi is rated highly in Germany. (Photo by Levan Verdzeuli/Getty Images)
According to Gerard Romero, Barcelona have prepared a plan to make a move for Tresoldi next week, provided their pursuit of Alvarez falls through.

#club #julian