New York Knicks forward Josh Hart took exception to Draymond Green's critique of Jalen Brunson, who received plaudits for his financial sacrifice to help his team win this year's NBA championship.
Brunson left $113 million on the table when he signed a contract extension in July 2024 to give the Knicks more flexibility to build a stronger team around him. During a recent episode of the Club 520 podcast, Green thinks that a player of Brunson's caliber shouldn't have taken a discount
"It's the New York Knicks, bro. They can afford it. You ain't got to take no discount for them to get paid… He the top guy. Let Josh Hart or somebody else take less. They in my role. I don't know what he doing. That's $100 million," Green explained.
MORE: Jalen Brunson receives praise from Knicks fans for offseason work
"We got to normalize grown men not counting other peoples pockets," Hart replied on X.

#knicks #team #million #discount

Josh Hart: We got to normalize grown men not counting other peoples pockets dank: Draymond Green says Jalen Brunson shouldn't have taken a $100,000,000 discount with the Knicks "It's the New York Knicks, bro. They can afford it. You ain't got to take no discount for them to get paid. My situation is different because Steph making $270 million, Klay making $180 million. All right, something got to give. Cool. I can take a less" "He the top guy. Let Josh Hart or somebody else take less. They in my role. Guess what, Steph Curry ain't take a penny less. And neither did Klay Thompson ain't take a penny less. I don't know what he doing. That's $100 million"
This article originally appeared on Hoops Hype: We got to normalize grown men not counting other …

#normalize

CHICAGO – When the House settlement took effect last year, schools could directly share revenue with athletes with a cap in place. That limit doesn't include third-party NIL deals, though, and roster costs continue to increase in college football.
Speaking Tuesday at Big Ten Media Days, USC coach Lincoln Riley spoke in favor of a "true salary cap" in college sports. While he said the landscape is beginning to stabilize a bit, that would make things even better.
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Riley noted the discussions around the state of college sports as the NIL era continues to evolve. He doesn't see the craziness being as much of an issue as others on the outside, though. Instead, he argued things are getting better, though he said a salary cap would further help.
"I've always been one, like, I don't want to have less than somebody has," Riley told reporters at the Hilton Chicago. "But I don't necessarily have to have more. I just don't want to be at some massive, massive disadvantage, if you're trying to win a championship. I will say this, despite the perception outside, it has normalized a lot in the last few years.

#riley #salary #sports

Kaitlyn Collins responded Monday to the string of insults President Trump lobbed at the CNN journalist during his first White House Correspondents' ****** ociation dinner speech, saying it was unsurprising, since hearing similar personal attacks has become normalized in the Oval Office.
The cable network's White House correspondent and anchor has become Trump's new favorite punching bag, and at Friday night's make-up dinner, he didn't hold back as he stumbled through a lengthy and exhausting speech. The pared-down event was rescheduled after a gunman attempted to enter the gala in April and fired a gun in an alleged attempt to kill Trump.
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#president

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.
Gross margin expanded 530 basis points to 35.7%, driven by a shift toward high-margin, less cyclical revenue streams including brokerage, finance, insurance, and marina operations.
Management attributed the 7% decline in same-store sales to broader industry softness and lower unit volumes, though the company claims to be outperforming general industry trends.
Boat margins improved for the second consecutive quarter as industry inventory levels began to normalize, reducing the need for aggressive promotional activity.
The premium end of the marine market remains more resilient than value segments, aligning with the company's core product portfolio and customer base.

#NVIDIA #identified

Michael J. Fox revealed the devastating effect Parkinson's disease has on his loved ones.
The actor was diagnosed with the neurological disorder when he was 29 years old and was told he would only have 10 more years to act.
"I needed to normalize it and just be that all the time. I said, 'I have to not hide this. F--- vanity,'" he said.
Michael J. Fox is getting candid about the effect Parkinson's disease has on his loved ones.
The Back to the Future star explained how his diagnosis with the neurological disorder and decision to go public about the effects of the disease affected his wife Tracy Pollan — and still does.

#michael #effect #loved #back

We've argued in the past that the NFL should embrace the transparency the UFL brings to officiating. A member of the NFL's Competition Committee believes it will.
"And I think every once in a while the benefit of this other league we have, I think quite honestly it’s been helpful for our league," Broncos coach Sean Payton recently told Jason La Canfora of SportsBoom.com. "Every once in a while you see something you like, and I think Dean Blandino and his crew, when we kick live right to the booth review, I think that’s healthy. And I think you’ll see that in the next two or three years in our league."
As Blandino told Rich Eisen in April, transparency in officiating "eliminates some of the angst and some of maybe the conspiracy theories." Keeping the review process a state secret makes people think the NFL has something to hide — especially when the UFL and a growing number of college conferences have pulled up the shades and thrown the doors open.
In this age of legalized, normalized, and heavily monetized sports betting, it's important not only to get calls right but to create the perception that they're doing everything they can to get calls right.
"I definitely think you’ll see that coming," Payton said. "I think it’s healthy, and it’s certainly comforting for the fan when you can see how they arrive at decisions. And I think it’s fair, especially to the officials and the people doing the review, to see what we arrived at."

Pro Football Focus celebrated its 20th anniversary of NFL data by compiling an All-Star team, highlighting the best players at each position from the PFF era. The team is comprised of the All-PFF first and second teams. Former Nebraska Cornhusker and Tampa Bay Buccaneers linebacker Lavonte David made the list, being named to the second team.
PFF's database dates back to the 2006 NFL season and provides a unique lens for evaluating and comparing players. The selections were based on normalized PFF grades, adjusted by season, using only a player's five best seasons with a franchise from 2006-25. At each position, the player with the highest score under this methodology earned the spot.
David made the second team alongside Patrick Willis. Bobby Wagner and Luke Kuechly made the first team. David earned the honor after owning a top-four grade over the past seven seasons, according to PFF. He peaked in the 2017-2022 period and again in 2013, when he posted the third-best grade among linebackers.
In 2013, David compiled 145 combined tackles and 107 solo tackles, which included a career-high in tackles for loss (21), sacks (seven), interceptions (five) and safeties (one). In his career, he totaled 1,716 tackles. The retired linebacker also wrangled 177 tackles for loss, 42.5 sacks, 33 forced fumbles and 14 interceptions.
In 27 games as a Husker (2010-11), David recorded 285 tackles, 28 tackles for loss, 11.5 sacks, two interceptions, 12 passes defended, three forced fumbles, and two fumbles recovered. His 285 career tackles currently rank him fifth in program history.

Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the "Artisan Mid Cap Value Fund". A copy of this letter is available for download here. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some holdings faced company-specific setbacks and negative sentiment. The Fund's Investor Class: ARTQX returned -4.93%, Advisor Class: APDQX declined by -4.90%, and Institutional Class: APHQX fell by -4.97%, all trailing the Index's 3.68% gain. The equity market in the quarter was mixed, with mid- and small-cap indices showing resilience despite lagging large-cap growth stocks. Volatility increased, initially fueled by interest in AI and private credit, but escalated after the outbreak of war in Iran, leading to rising oil prices. Sector performance varied, with energy leading the gains. The Fund continues to seek companies capable of value growth during market dislocations at attractive entry points. Also, review the Fund's top five holdings to see its best picks for 2026.
In its first-quarter 2026 investor letter, Artisan Mid Cap Value Fund highlighted Brown & Brown, Inc. (NYSE:BRO) as a newly added position. Brown & Brown, Inc. (NYSE:BRO) is a leading insurance brokerage firm that operates through Retail and Specialty Distribution segments. On July 7, 2026, Brown & Brown, Inc. (NYSE:BRO) closed at $69.27 per share, reflecting a market capitalization of $23.48 billion. Brown & Brown, Inc. (NYSE:BRO) posted a one-month return of 15.10%, while its shares lost 35.94% over the past 52 weeks.
Artisan Mid Cap Value Fund stated the following regarding Brown & Brown, Inc. (NYSE:BRO) in its Q1 2026 investor letter:
"We initiated six new positions in Q1, representing an above-average rate of new purchase activity. Increased market volatility and greater dispersion in US equities during the quarter created more opportunities to add new names that meet our three margin-of-safety criteria: attractive business economics, sound financial condition and attractive valuation. Additionally, we sought to use recent volatility to upgrade the portfolio's quality. Our three largest new buys by position size were Brown & Brown, Inc. (NYSE:BRO), Veralto and IQVIA Holdings.
Brown & Brown is a leading US insurance broker focused on the middle market. The shares have come under pressure alongside the broader broker group, as investors recalibrated expectations following a period of elevated growth driven by a hard insurance market. As pricing and growth have begun to normalize, valuations have compressed, creating what we believe is a more attractive entry point. From a business economics perspective, insurance brokerage is a compelling model. Brokers act as intermediaries without taking underwriting risk, resulting in high margins, low capital intensity and strong free cash flow conversion, supported by high customer retention. Brown & B

Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the "Artisan Mid Cap Value Fund". A copy of this letter is available for download here. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some holdings faced company-specific setbacks and negative sentiment. The Fund's Investor Class: ARTQX returned -4.93%, Advisor Class: APDQX declined by -4.90%, and Institutional Class: APHQX fell by -4.97%, all trailing the Index's 3.68% gain. The equity market in the quarter was mixed, with mid- and small-cap indices showing resilience despite lagging large-cap growth stocks. Volatility increased, initially fueled by interest in AI and private credit, but escalated after the outbreak of war in Iran, leading to rising oil prices. Sector performance varied, with energy leading the gains. The Fund continues to seek companies capable of value growth during market dislocations at attractive entry points. Also, review the Fund's top five holdings to see its best picks for 2026.
In its first-quarter 2026 investor letter, Artisan Mid Cap Value Fund highlighted Brown & Brown, Inc. (NYSE:BRO) as a newly added position. Brown & Brown, Inc. (NYSE:BRO) is a leading insurance brokerage firm that operates through Retail and Specialty Distribution segments. On July 7, 2026, Brown & Brown, Inc. (NYSE:BRO) closed at $69.27 per share, reflecting a market capitalization of $23.48 billion. Brown & Brown, Inc. (NYSE:BRO) posted a one-month return of 15.10%, while its shares lost 35.94% over the past 52 weeks.
Artisan Mid Cap Value Fund stated the following regarding Brown & Brown, Inc. (NYSE:BRO) in its Q1 2026 investor letter:
"We initiated six new positions in Q1, representing an above-average rate of new purchase activity. Increased market volatility and greater dispersion in US equities during the quarter created more opportunities to add new names that meet our three margin-of-safety criteria: attractive business economics, sound financial condition and attractive valuation. Additionally, we sought to use recent volatility to upgrade the portfolio's quality. Our three largest new buys by position size were Brown & Brown, Inc. (NYSE:BRO), Veralto and IQVIA Holdings.
Brown & Brown is a leading US insurance broker focused on the middle market. The shares have come under pressure alongside the broader broker group, as investors recalibrated expectations following a period of elevated growth driven by a hard insurance market. As pricing and growth have begun to normalize, valuations have compressed, creating what we believe is a more attractive entry point. From a business economics perspective, insurance brokerage is a compelling model. Brokers act as intermediaries without taking underwriting risk, resulting in high margins, low capital intensity and strong free cash flow conversion, supported by high customer retention. Brown & B

Taylor Swift's upcoming wedding to Travis Kelce is already one of the biggest celebrity moments of 2026. But for some fans who say that Swift's influence loomed large over their own big days, it's also a sweet full-circle moment.
That includes Los Angeles-based Alex Goldschmidt, who, in 2019, went viral when Swift herself performed at his engagement party after he popped the question to his now-husband Ross.
Goldschmidt, who works in social media, met Swift backstage at an Ed Sheeran concert. He said the two hit it off so well that she later asked him to be in her music video for her 2014 single "Shake It Off." They stayed in touch — but Goldschmidt tells Yahoo that he first felt a connection with the pop star just from listening to her music.
"Growing up gay in a time when it was just becoming more normalized was hard," he says. "But her music is like listening to a diary and having a reflective moment to sit with your thoughts and feelings."
In 2019, Goldschmidt listened to her song "King of My Heart," from her 2017 album Reputation — and decided to propose. He emailed Swift to tell her how her song inspired him to take the plunge. So, Swift showed up at their engagement party with a guitar in hand. She performed an acoustic version of "King of My Heart" and snapped photos with Goldschmidt's family and friends. She even gifted the couple a Le Labo candle and "sweet note."

Global Payments Inc. (NYSE:GPN) is one of the Top 10 Extreme Value Stocks To Buy Now. On June 22, Jason Kupferberg of Wells Fargo reiterated a Buy rating on Global Payments Inc. (NYSE:GPN) along with the price target of $105. The firm's price target implies a further 33% upside from current levels.
The travel headwinds caused by the Middle East conflict have weighed on **** yst sentiment. On June 10, BTIG lowered its estimates for the company's second quarter and fiscal 2026 results. The company's guidance is based on the **** umption that travel demand will start to normalize by the end of Q2, the **** yst tells investors in a research note.
As the company expects travel demand to normalize in Q2, it provided optimistic guidance for the coming quarters. It expects revenue to be $3.2 billion for the second quarter of fiscal 2026. This translates to an EPS of $3.5. For the full year 2026, the payment technology company expects net revenue growth of approximately 5% and adjusted earnings per share in the range between $13.8 and $14.
Global Payments Inc. (NYSE:GPN) provides payment technology and software solutions for card, check and digital-based payments. It offers authorization, settlement and funding, customer support, chargeback resolution and dispute management. The company also provides enterprise software solutions. The company was founded in 1967 and is headquartered in Atlanta, Georgia.
While we acknowledge the potential of GPN 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.

Shell expects global LNG demand to reach nearly 700 million tonnes per year by 2050, up about 65% from 2025 levels, according to its latest LNG Outlook 2026. The energy major projects that around 180 million tonnes per year of new liquefaction capacity will come online by 2030, with additional investment required through the following decades to meet rising consumption.
The company said global LNG trade reached 422 million tonnes in 2025 and had been expected to grow further this year. However, shipping disruptions through the Strait of Hormuz—triggered by the recent Middle East conflict—temporarily shut in roughly one-fifth of monthly global LNG supply, lifting Asian spot prices above $20 per million British thermal units (MMBtu).
Shell said increased liquefaction output from North America, stronger performance at existing facilities, and softer LNG imports in Asia have partially offset reduced Middle Eastern exports. If shipping through the Strait of Hormuz normalizes during the summer, total LNG trade in 2026 could remain broadly in line with last year before resuming growth in 2027.
"The LNG industry has proved resilient and able to adapt to changing market conditions," Cederic Cremers, Shell's President of Integrated Gas, said, adding that LNG would continue to play a stabilizing role in the global energy system despite the need for further investment in supply and infrastructure.
Shell expects South and Southeast Asia to account for around 40% of global LNG imports by 2050 as countries seek lower-emissions alternatives to coal while meeting rising electricity demand. The company also highlighted growing demand from LNG bunkering, which it forecasts will increase sevenfold to 27 million tonnes annually by 2035, and rising electricity consumption from data centers in mature Asian markets such as ***** an.

Welcome back to A Pod of Their Own, an all-women led Home Run Applesauce podcast where we talk all things Mets, social justice issues in baseball, and normalize female voices in the sports podcasting ******* e.
This week, a lot happened in Metsland. They traded David Peterson and departed ways with manager Carlos Mendoza, who was replaced by Andy Green. In other news, maybe Jorge Polanco will return? It'll be a surprise! And Marcus Semien was placed on the IL with a hip flexor strain after an historically bad day in the field. Nothing is going right in this organization right now.
Next, we cover the latest in the CBA negotiations, as the MLBPA wants a ban on individual prop bets to help protect them from online harassment.
Finally, we wrap things up with Walk-off Wins, where each of us talks about what's making us happy this week, baseball-related or otherwise.
You can listen or subscribe to all of our wonderful Home Run Applesauce podcasts through Apple Podcasts, where we encourage you to leave a review if you enjoy the show. It really helps! And you can find us on the Stitcher app, Spotify, or listen wherever you get podcasts. You can also support our work by subscribing to our Patreon, which will get you bonus episodes, access to our Discord server, livestream experiences, an exclusive monthly playlist, and more!

Shell expects global LNG demand to reach nearly 700 million tonnes per year by 2050, up about 65% from 2025 levels, according to its latest LNG Outlook 2026. The energy major projects that around 180 million tonnes per year of new liquefaction capacity will come online by 2030, with additional investment required through the following decades to meet rising consumption.
The company said global LNG trade reached 422 million tonnes in 2025 and had been expected to grow further this year. However, shipping disruptions through the Strait of Hormuz—triggered by the recent Middle East conflict—temporarily shut in roughly one-fifth of monthly global LNG supply, lifting Asian spot prices above $20 per million British thermal units (MMBtu).
Shell said increased liquefaction output from North America, stronger performance at existing facilities, and softer LNG imports in Asia have partially offset reduced Middle Eastern exports. If shipping through the Strait of Hormuz normalizes during the summer, total LNG trade in 2026 could remain broadly in line with last year before resuming growth in 2027.
"The LNG industry has proved resilient and able to adapt to changing market conditions," Cederic Cremers, Shell's President of Integrated Gas, said, adding that LNG would continue to play a stabilizing role in the global energy system despite the need for further investment in supply and infrastructure.
Shell expects South and Southeast Asia to account for around 40% of global LNG imports by 2050 as countries seek lower-emissions alternatives to coal while meeting rising electricity demand. The company also highlighted growing demand from LNG bunkering, which it forecasts will increase sevenfold to 27 million tonnes annually by 2035, and rising electricity consumption from data centers in mature Asian markets such as **** an.

Markets enter a holiday-shortened week facing geopolitical escalation as Iran launched new strikes against U.S. bases in Bahrain and Kuwait early Sunday. This continued back-and-forth pattern of attacks threatens the fragile U.S.-Iran peace framework and raises risks to the Strait of Hormuz access established through last week's memorandum of understanding.
The escalating hostilities create renewed uncertainty about energy market stability just as investors were gaining confidence in normalized oil supplies following the MOU breakthrough.
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Gasoline prices were expected to be the easy part of the oil market cooldown.
With crude prices falling from April highs and moving closer to pre-war levels, consumers expected faster relief at the pump. Instead, gasoline prices have stayed sticky, turning a market move into a political fight.
President Trump accused major oil companies of gouging consumers by failing to lower prices quickly enough.
Chevron (CVX) CFO Eimear Bonner offered a different explanation in a CNBC interview, saying prices should come down as Middle East oil flows normalize.
However, she also made it clear that there isn't a quick fix.

Gasoline prices were expected to be the easy part of the oil market cooldown.
With crude prices falling from April highs and moving closer to pre-war levels, consumers expected faster relief at the pump. Instead, gasoline prices have stayed sticky, turning a market move into a political fight.
President Trump accused major oil companies of gouging consumers by failing to lower prices quickly enough.
Chevron (CVX) CFO Eimear Bonner offered a different explanation in a CNBC interview, saying prices should come down as Middle East oil flows normalize.
However, she also made it clear that there isn't a quick fix.

I'm always tired. I try to prioritize sleep but always end up exhausted despite my best efforts. Why don't I ever feel well rested?
For millions of people, poor sleep has become so normalized that they no longer recognize it as a potential medical issue. Feeling tired all the time gets blamed on stress. Freight train snoring becomes a family joke at the dinner table. Trying not to doze off during that weekly meeting means your job is boring.
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These signs all point to a possible sleep disorder. Yet, most people push through and ignore them.
The Centers for Disease Control and Prevention and sleep researchers estimate that between 50 million and 70 million Americans have an active sleep disorder, and most people don't know they do.

(Oil & Gas 360) – This week marked a notable shift in market sentiment. For months, energy markets were focused on disruption, conflict, and supply risk.
Now, attention is turning toward reopening trade routes, restoring production, and **** sing whether the world is moving from a supply crisis toward a period of greater abundance. Prices moved lower, but capital continued flowing toward oil, gas, LNG, and power infrastructure, suggesting the industry remains focused on long-term demand growth.
Brent crude declined after Israel and Hezbollah agreed to a ceasefire, while the U.S.–Iran both digitally signed a memorandum of understanding on ending the war, although a planned meeting on Friday in Switzerland was postponed. President Trump earlier in the week defended the deal, saying he wanted to avoid an economic catastrophe. Meanwhile, Iran resumed exports, reportedly shipping 20 million barrels following the agreement.
Why it matters:
Markets are removing some of the geopolitical risk premium that drove prices higher earlier this year. The focus is shifting from disruption to how quickly supply can return.
Momentum continued building around the reopening of the Strait of Hormuz as tanker traffic resumed and shipping flows gradually normalized, although questions grow over Iran's transit terms.

Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives significantly affected markets in the first two months of the quarter, leading to declines in software, information services, payments, and insurance brokers. In March, geopolitical tensions in the Middle East caused a spike in oil prices, contributing to market volatility and prompting investors to adopt a more cautious stance. The firm believes prioritizing high-quality businesses with strong balance sheets, durable cash flows, and diversified end markets provides resilience against short-term geopolitical shocks. In addition, you can check the Strategy's top 5 holdings for its best picks for 2026.
In its first-quarter 2026 investor letter, SGA Global Growth Strategy highlighted HDFC Bank Limited (NYSE:HDB). HDFC Bank Limited (NYSE:HDB) is a leading private sector bank in India that provides banking and financial products and services. On June 16, 2026, HDFC Bank Limited (NYSE:HDB) closed at $25.27 per share. One-month return of HDFC Bank Limited (NYSE:HDB) was 2.60%, and its shares lost 32.07% over the past 52 weeks. HDFC Bank Limited (NYSE:HDB) has a market capitalization of $129.7 billion.
SGA Global Growth Strategy stated the following regarding HDFC Bank Limited (NYSE:HDB) in its Q1 2026 investor letter:
"HDFC Bank Limited (NYSE:HDB) was a detractor from performance during the quarter following earnings as deposit growth fell short of market expectations. Sentiment was further pressured by the unexpected resignation of the bank's non-executive chairman, which contributed to elevated volatility despite swift action by regulators and the board to reaffirm confidence and the absence of any material operational, financial, or governance issues. Additional headlines related to legacy compliance matters added to near-term noise, despite appearing isolated and non-systemic in nature. Fundamentally, results were solid with net income up 12% backed by good ****** et quality. Guidance was constructive as management reiterated earnings growth for March and the next fiscal year earnings growth. ****** et quality continues to be strong, cost of funding remains well-controlled, and management has reiterated its focus on improving the loan to deposit ratio. As liquidity conditions in India normalize and merger related disruptions fade, we expect loan growth to reaccelerate, margins to stabilize, and operating leverage to improve. Given HDFC Bank's scale, brand strength, and long history of disciplined execution, we see the recent weakness as sentiment driven, and we continue to view the bank as a high-quality, long-term compounder supporting mid-teen earnings and revenue growth."

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb's Top 5 AI Stock Picks).
Billionaire Dan Loeb's Stake: 12,000 Shares Valued at Approximately $15.85 Million (NEW position)
ASML Holding (NASDAQ:ASML) makes the machines used to print chips — without its equipment, companies like TSMC, Samsung, and Intel simply cannot manufacture advanced semiconductors. It is the only company in the world that produces EUV lithography machines, the technology required to build the most cutting-edge chips at 2nm and beyond. But this is no hidden secret — everyone knows it, and that has swelled the stock's valuation considerably. The stock has rallied 152% from its 2025 lows and now trades at around 51x earnings, well above its 15-year average of 34x.
Bears argue that the semiconductor industry is deeply cyclical — chipmakers expand aggressively when prices are high, then pull back as new capacity floods the market and demand normalizes. Some believe that sooner or later the AI semiconductor cycle will slow down, and that could deflate valuations sharply, as it has in previous cycles. However, despite this, billionaire Dan Loeb opened a stake in the company — like many others who believe the AI revolution is still in its early innings and that ASML Holding's (NASDAQ:ASML) monopoly position makes it one of the most durable ways to play it.
Brown Advisory Global Leaders Strategy stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its Q1 2026 investor letter:

We just covered the 10 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller. Humana Inc. (NYSE:HUM) ranks #9 (see 5 Best Non-AI Stocks to Buy According to Billionaire Stanley Druckenmiller).
Druckenmiller's Stake: $23,842,000
Humana Inc. (NYSE:HUM) is a US health insurer focused mainly on Medicare Advantage plans for seniors. While the stock is up year to date and has also gained over the past year, it is down 28% over the past five years amid profitability pressure in the Medicare Advantage business.
The bull case for the long term is simple: the pressures are cyclical and partially fixable over time. Humana (NYSE:HUM) is targeting a return to at least a 3% Medicare Advantage margin by 2028, suggesting management expects profitability to recover as pricing, benefits, and utilization normalize. The company also expects earnings growth to resume after a 2026 "reset year," where current pressures are absorbed and restructured into new plan designs and pricing.
Membership trends still provide some support, with individual Medicare Advantage membership expected to grow by about 25% over 2026, driven by new sales and improved retention. This shows that despite margin pressure, demand for the product remains strong.

For more than two decades, Americans have lived with a peculiar feature of their healthcare system: television commercials in which smiling actors jog through sunlit parks, while a voice rapidly lists side effects ranging from nausea to death. Direct-to-consumer pharmaceutical advertising has become so normalized that it is easy to forget how unusual it is globally.
The United States is effectively the only country in the world that allows this practice. Most advanced nations have concluded that prescription drugs are fundamentally different from ordinary consumer products, and that medical decisions should be guided by physicians and evidence — not billion-dollar advertising campaigns designed to manufacture demand.
At long last, this expensive and harmful practice may finally be under real political pressure.
Across the country, a new bipartisan skepticism is emerging around the role of pharmaceutical advertising in shaping both healthcare costs and medical decision-making. These efforts are not confined to one ideological camp. They reflect a growing consensus across the left, right, and populist movements that the current system is distorting both medicine and markets.
At the federal level, independent Sens. Bernie Sanders (Vt.) and Angus King (Maine) have introduced legislation that would ban prescription drug advertising nationwide. At the same time, Sens. Josh Hawley (R-Mo.) and Jeanne Shaheen (D-N.H.) have advanced bipartisan legislation to eliminate the federal tax deduction for pharmaceutical advertising expenses, ending a taxpayer subsidy for drug marketing.

Why one ****** yst thinks the US economy will be feeling the Iran-fueled inflation shock for years to...

Chris Whalen thinks hot inflation will weigh on the US economy for years after the Iran war ends.
The veteran ****** yst says supply disruptions in the Middle East will take a long time to normalize.
He said he expected inflation to rise to the high single-digits, about double its current rate.
Investors see the Iran war as all but over, but a market vet warns the effects will be felt a lot longer than Wall Street might realize.
Chris Whalen, an investment banker, longtime ****** yst

Megan Feller smoked pot several times a day and couldn’t eat, sleep or function without it. But at the time, she didn't see the need to reach out for help.
“I didn’t think cannabis was a big deal,” the 24-year-old said. “It was really socially accepted.”
This attitude is common. As more states legalize marijuana, use has become more normalized and products have become more potent. But fewer of those who are addicted seek help for it.
Pot use among young adults reached historic levels in recent years, according to a federally supported survey. Daily use even outpaced daily drinking, with nea

Can we normalize not watching women’s sports

We should normalize following up with tweets like this by the person lying clearly telling us why...

Was it a joke? Was it an honest mistake?

It's wild and dangerous how people just lie and go about their days