3 days ago
Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026. The outperformance has been driven by an unusually sharp surge in global refining margins amid the war in the Middle East, which has significantly tightened the world's refining capacity and reduced supplies of gasoline, diesel, and jet fuel.
Given Phillips 66's substantial outperformance compared to the wider market, investors may be questioning whether the stock's record-setting run has reached its peak. However, the ****** ysts over at BMO Capital see further upside ahead. On September 17, the firm raised its price target on PSX from $260 to $310, while maintaining an 'Outperform' rating on the shares. The target boost implies an upside of 13% from the current levels and even exceeds the stock's all-time high of over $274 achieved earlier this month.
BMO Capital highlighted Phillips 66's integrated business model, noting that it has gained momentum and outperformed its individual segments, supported by strong execution across the portfolio. While Refining and Renewables remain the cyclical leaders, BMO also sees a favorable medium-term growth outlook for the company's Midstream business.
BMO Capital's vote of confidence comes amid a broader optimism surrounding Phillips 66, with ****** ysts from Morgan Stanley, Raymon James, UBS, and several others also improving their respective outlooks on PSX. This suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, particularly following the renewed escalations between Iran and the United States.
The supply disruptions now extend beyond the troubled region, as a recent wave of Ukrainian attacks on Russian refineries has further reduced global refining capacity and provided further support to margins.
#further #margins #amid
Given Phillips 66's substantial outperformance compared to the wider market, investors may be questioning whether the stock's record-setting run has reached its peak. However, the ****** ysts over at BMO Capital see further upside ahead. On September 17, the firm raised its price target on PSX from $260 to $310, while maintaining an 'Outperform' rating on the shares. The target boost implies an upside of 13% from the current levels and even exceeds the stock's all-time high of over $274 achieved earlier this month.
BMO Capital highlighted Phillips 66's integrated business model, noting that it has gained momentum and outperformed its individual segments, supported by strong execution across the portfolio. While Refining and Renewables remain the cyclical leaders, BMO also sees a favorable medium-term growth outlook for the company's Midstream business.
BMO Capital's vote of confidence comes amid a broader optimism surrounding Phillips 66, with ****** ysts from Morgan Stanley, Raymon James, UBS, and several others also improving their respective outlooks on PSX. This suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, particularly following the renewed escalations between Iran and the United States.
The supply disruptions now extend beyond the troubled region, as a recent wave of Ukrainian attacks on Russian refineries has further reduced global refining capacity and provided further support to margins.
#further #margins #amid
3 days ago
Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged Iran crisis has significantly tightened global refining capacity and reduced supplies of gasoline, diesel, and jet fuel.
With Marathon up by over 150% since the beginning of 2026, there are now concerns that the stock may have topped out. However, the ****** ysts over at Morgan Stanley are convinced that the rally still has further room to run. On September 14, Morgan Stanley ****** yst Joe Laetsch significantly raised the firm's price target on MPC from $265 to $453, while reaffirming an 'Overweight' rating on the shares.
The target boost reflects an upside of over 9% from the current price level and even exceeds the stock's record high of just under $411 per share achieved earlier this month. The Morgan Stanley update comes amid broader Wall Street optimism surrounding the American refining giant, with ****** ysts from Raymon James, UBS, and several others also improving their respective outlooks on MPC.
Morgan Stanley's vote of confidence suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, especially given the fresh wave of attacks between Washington and Tehran. Even if the conflict in the Middle East subsides, the region's refined fuel output is expected to remain relatively tight, since the damaged or idled refineries in the Middle East are likely to take some time to return to full operations.
As the largest refiner by volume in the United States, Marathon has significant operating leverage to capitalize on the current high-margin environment. The company already demonstrated its ability to translate the high crack spreads into material earnings when it delivered an almost fourfold increase in profits in the second quarter.
#morgan #marathon #stanley #middle
With Marathon up by over 150% since the beginning of 2026, there are now concerns that the stock may have topped out. However, the ****** ysts over at Morgan Stanley are convinced that the rally still has further room to run. On September 14, Morgan Stanley ****** yst Joe Laetsch significantly raised the firm's price target on MPC from $265 to $453, while reaffirming an 'Overweight' rating on the shares.
The target boost reflects an upside of over 9% from the current price level and even exceeds the stock's record high of just under $411 per share achieved earlier this month. The Morgan Stanley update comes amid broader Wall Street optimism surrounding the American refining giant, with ****** ysts from Raymon James, UBS, and several others also improving their respective outlooks on MPC.
Morgan Stanley's vote of confidence suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, especially given the fresh wave of attacks between Washington and Tehran. Even if the conflict in the Middle East subsides, the region's refined fuel output is expected to remain relatively tight, since the damaged or idled refineries in the Middle East are likely to take some time to return to full operations.
As the largest refiner by volume in the United States, Marathon has significant operating leverage to capitalize on the current high-margin environment. The company already demonstrated its ability to translate the high crack spreads into material earnings when it delivered an almost fourfold increase in profits in the second quarter.
#morgan #marathon #stanley #middle
4 days ago
After a spectacular August rally that saw it soar 25% in a single month, there's newfound optimism among many crypto investors that Bitcoin (CRYPTO: BTC) could reclaim the $100,000 price level by the end of the year.
But just how likely is that? As it turns out, one key factor could determine where Bitcoin heads next.
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 »
Let's be clear from the outset: The odds are not in Bitcoin's favor right now. Even at its current price of $76,500, Bitcoin faces a steep uphill battle to get to $100,000 in 2026.
On the Kalshi prediction market, for example, traders give Bitcoin a 4% chance of hitting $100,000 by November, an 11% chance by December, and a 16% chance by January 2027.
#NVIDIA #chance #price #missed
But just how likely is that? As it turns out, one key factor could determine where Bitcoin heads next.
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 »
Let's be clear from the outset: The odds are not in Bitcoin's favor right now. Even at its current price of $76,500, Bitcoin faces a steep uphill battle to get to $100,000 in 2026.
On the Kalshi prediction market, for example, traders give Bitcoin a 4% chance of hitting $100,000 by November, an 11% chance by December, and a 16% chance by January 2027.
#NVIDIA #chance #price #missed
5 days ago
Democrats' wary optimism about the midterms gave way to growing confidence this week.
The party has seen strong post-Labor Day polls in key battlegrounds - and even in traditionally red areas. Recent escalations in the war in Iran, including an attack on a major pipeline in Saudi Arabia, mean the rising gas prices bedeviling Republicans will not be going down anytime soon. Republicans have not been able to bring prices under control more generally. And President Donald Trump's unpopularity is at near-record levels.
Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post.
Considering all this, Democrats now think conditions are right for the party to retake control of the House and possibly the Senate later this year.
"If the election were held today, we would win the majority," Senate Minority Leader Chuck Schumer (New York) said in an interview with The Washington Post.
#labor
The party has seen strong post-Labor Day polls in key battlegrounds - and even in traditionally red areas. Recent escalations in the war in Iran, including an attack on a major pipeline in Saudi Arabia, mean the rising gas prices bedeviling Republicans will not be going down anytime soon. Republicans have not been able to bring prices under control more generally. And President Donald Trump's unpopularity is at near-record levels.
Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post.
Considering all this, Democrats now think conditions are right for the party to retake control of the House and possibly the Senate later this year.
"If the election were held today, we would win the majority," Senate Minority Leader Chuck Schumer (New York) said in an interview with The Washington Post.
#labor
6 days ago
Caterpillar (CAT) trades around $780. The market puts roughly a two-in-three chance that the stock finishes somewhere between about $525 and about $1,170 a year from now. That is not a forecast of direction. It is the size of the swing a holder is already carrying, and Caterpillar's own record says it is no exaggeration.
Measured from around $780, the floor of that range sits roughly a third below today's price and the ceiling close to half again above it. The extra room on the upside is arithmetic, not optimism. A stock cannot fall below zero and can rise without limit, so the upper end is always the longer one. There is also roughly a one-in-six chance of finishing above the band, and the same chance of finishing below it.
A third of the money in the position can go, and the band's low end is not the worst case. The same market pricing that drop is pricing a larger gain on the other side. The size of your position decides how much of that drop, or that gain, you actually feel.
None of that width is theoretical here. Caterpillar returned 83% over the past twelve months, against about 17% for the S&P 500, and it still trades about 26% below its 52-week high. Both of those belong to the same year. A stock that can do both is the kind an options market prices this wide.
Implied volatility of 39.9% is running level with the 40.0% the stock has actually delivered over the trailing year. The market is quoting the recent past forward rather than charging extra for fear. What could make the year ahead different sits inside the business.
#market #below #chance #around
Measured from around $780, the floor of that range sits roughly a third below today's price and the ceiling close to half again above it. The extra room on the upside is arithmetic, not optimism. A stock cannot fall below zero and can rise without limit, so the upper end is always the longer one. There is also roughly a one-in-six chance of finishing above the band, and the same chance of finishing below it.
A third of the money in the position can go, and the band's low end is not the worst case. The same market pricing that drop is pricing a larger gain on the other side. The size of your position decides how much of that drop, or that gain, you actually feel.
None of that width is theoretical here. Caterpillar returned 83% over the past twelve months, against about 17% for the S&P 500, and it still trades about 26% below its 52-week high. Both of those belong to the same year. A stock that can do both is the kind an options market prices this wide.
Implied volatility of 39.9% is running level with the 40.0% the stock has actually delivered over the trailing year. The market is quoting the recent past forward rather than charging extra for fear. What could make the year ahead different sits inside the business.
#market #below #chance #around
6 days ago
AI data centers are facing growing power constraints, and the issue is becoming increasingly urgent. New utility capacity can take years to develop and bring online, but hyperscalers cannot afford to wait that long to support their growing computing needs. That gap between supply and demand creates an opportunity for Bloom Energy (BE), which is focused on delivering power where and when hyperscalers like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) require it. The fundamentals are now starting to provide support for the growing optimism around its opportunity.
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
Why UBS Just Turned Bearish on NuScale Power Stock
Crude Oil Prices Retreat as Supply Fears Ease
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#bloom #crude
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
Why UBS Just Turned Bearish on NuScale Power Stock
Crude Oil Prices Retreat as Supply Fears Ease
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#bloom #crude
6 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. closed at $141.20 per share. Over the past month, Charter Communications, Inc. declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Weitz Multi Cap Equity Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) (the principal **** et of portfolio holding Liberty Broadband) shares were weak as investors remain laser-focused on the impact of competition in Charter's core broadband market. Although the stock price has not yet improved, we remain constructive and believe Charter's growing wireless business, forecasted reduction in investment spending and impending combination with **** provide reasons for optimism."
Charter Communications, Inc. (NASDAQ:CHTR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held Charter Communications, Inc. (NASDAQ:CHTR) at the end of the second quarter which was 48 in the previous quarter. While we acknowledge the potential of Charter Communications, Inc. (NASDAQ:CHTR) 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.
#communications #quarter #investor
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. closed at $141.20 per share. Over the past month, Charter Communications, Inc. declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Weitz Multi Cap Equity Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) (the principal **** et of portfolio holding Liberty Broadband) shares were weak as investors remain laser-focused on the impact of competition in Charter's core broadband market. Although the stock price has not yet improved, we remain constructive and believe Charter's growing wireless business, forecasted reduction in investment spending and impending combination with **** provide reasons for optimism."
Charter Communications, Inc. (NASDAQ:CHTR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held Charter Communications, Inc. (NASDAQ:CHTR) at the end of the second quarter which was 48 in the previous quarter. While we acknowledge the potential of Charter Communications, Inc. (NASDAQ:CHTR) 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.
#communications #quarter #investor
6 days ago
On the September 11 episode of Mad Money, Jim Cramer expressed strong optimism for Brinker International, Inc. (NYSE:EAT) ahead of its upcoming **** yst presentation, as he said:
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.
#elevated #analyst
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.
#elevated #analyst
6 days ago
Meta Platforms (META) stock is riding a near 20% rally this month with shares boosted by optimism about its Muse AI agent app and, more recently, custom chips. The next test for Meta's rally comes next week.
Meta is hosting its annual Connect developer conference starting Wednesday. Chief Executive Mark Zuckerberg typically uses the event to preview the company's slate of application updates and new hardware. Last year's event focused on Meta's Ray-Ban Display smart glasses.
But Meta has been plenty busy ahead of the big conference at its Menlo Park, Calif., headquarters. Its recent rally was kick-started by the release of its Muse AI agent application earlier this month. The application quickly climbed toward the top of the download charts.
Earlier this week, Meta launched a new subscription service called Meta One. Subscribers get access to bonus features across Instagram, Facebook and WhatsApp, starting at $2.99 per month. Meta also detailed to Bloomberg how it plans to deploy custom AI computing chips in it data centers starting next year.
With all of that, BofA ****** yst Justin Post wondered what's left to excite investors next week.
#earlier
Meta is hosting its annual Connect developer conference starting Wednesday. Chief Executive Mark Zuckerberg typically uses the event to preview the company's slate of application updates and new hardware. Last year's event focused on Meta's Ray-Ban Display smart glasses.
But Meta has been plenty busy ahead of the big conference at its Menlo Park, Calif., headquarters. Its recent rally was kick-started by the release of its Muse AI agent application earlier this month. The application quickly climbed toward the top of the download charts.
Earlier this week, Meta launched a new subscription service called Meta One. Subscribers get access to bonus features across Instagram, Facebook and WhatsApp, starting at $2.99 per month. Meta also detailed to Bloomberg how it plans to deploy custom AI computing chips in it data centers starting next year.
With all of that, BofA ****** yst Justin Post wondered what's left to excite investors next week.
#earlier
7 days ago
Steel and materials markets fluctuated between rallies and pullbacks as the US-Canada trade relationship shifted from near agreement to open dispute. Nucor Corporation (NYSE:NUE) and Cleveland-Cliffs Inc. (NYSE:CLF) rose on August 25, after discussions between the two countries broke down, a turnaround from the week before, when several of the same stocks fell on hopes that a new deal would decrease steel and aluminum tariffs. The VanEck Steel ETF gained 1.6% on the day, while the State Street Materials Select Sector SPDR reached an intraday high. The rise didn't last: by the end of the week, the materials ETF had slipped to negative territory, while the steel ETF was about flat, though, both remain substantially up for 2026.
The volatility traces a rapid escalation. On August 19, Bloomberg reported that the US and Canada had tentatively agreed to reduce tariffs on Canadian steel and aluminum to 25% and vehicle charges to 15%. That optimism was dashed within days: on August 22, the US imposed 50% tariffs on a wide variety of Canadian exports, and Canadian Prime Minister Mark Carney responded by declaring Canada officially "at war" with the United States, saying "You're at war when you're attacked, and we got attacked."
On August 25, Ottawa announced counter-tariffs of C$27.6 billion on American goods, which took effect on September 8 at rates ranging from 15% to 50%. The dispute has continued to escalate since then, with Washington announcing additional restrictions and tariffs on Canadian goods in September, reinforcing the view that a quick resolution remains unlikely.
Atsi Sheth, Moody's chief credit officer, put it bluntly: "Expect much more of this uncertainty for some time to come." Investors initially welcomed tariffs as good news for US steelmakers facing less Canadian competition, but the back-and-forth negotiations, as well as Canada's reaction, have made predicting a steady outcome difficult.
The more intriguing story is how differently the aforementioned companies are positioned. Nucor Corporation (NYSE:NUE) relies primarily on scrap-based electric arc furnace steelmaking, while Cleveland-Cliffs Inc. (NYSE:CLF) operates a vertically integrated model with internally sourced iron ore, scrap and other raw materials. Both have meaningful domestic raw-material exposure, although their production models differ substantially. Nucor Corporation (NYSE:NUE) is up more than 50% year-to-date, while Cleveland-Cliffs Inc. (NYSE:CLF), despite similar structural insulation, remains negative for 2026, which **** ysts attribute to balance sheet stress rather than tariffs.
#august #nucor #corporation #cleveland
The volatility traces a rapid escalation. On August 19, Bloomberg reported that the US and Canada had tentatively agreed to reduce tariffs on Canadian steel and aluminum to 25% and vehicle charges to 15%. That optimism was dashed within days: on August 22, the US imposed 50% tariffs on a wide variety of Canadian exports, and Canadian Prime Minister Mark Carney responded by declaring Canada officially "at war" with the United States, saying "You're at war when you're attacked, and we got attacked."
On August 25, Ottawa announced counter-tariffs of C$27.6 billion on American goods, which took effect on September 8 at rates ranging from 15% to 50%. The dispute has continued to escalate since then, with Washington announcing additional restrictions and tariffs on Canadian goods in September, reinforcing the view that a quick resolution remains unlikely.
Atsi Sheth, Moody's chief credit officer, put it bluntly: "Expect much more of this uncertainty for some time to come." Investors initially welcomed tariffs as good news for US steelmakers facing less Canadian competition, but the back-and-forth negotiations, as well as Canada's reaction, have made predicting a steady outcome difficult.
The more intriguing story is how differently the aforementioned companies are positioned. Nucor Corporation (NYSE:NUE) relies primarily on scrap-based electric arc furnace steelmaking, while Cleveland-Cliffs Inc. (NYSE:CLF) operates a vertically integrated model with internally sourced iron ore, scrap and other raw materials. Both have meaningful domestic raw-material exposure, although their production models differ substantially. Nucor Corporation (NYSE:NUE) is up more than 50% year-to-date, while Cleveland-Cliffs Inc. (NYSE:CLF), despite similar structural insulation, remains negative for 2026, which **** ysts attribute to balance sheet stress rather than tariffs.
#august #nucor #corporation #cleveland
7 days ago
On the September 11 episode of Mad Money, Jim Cramer expressed strong optimism for Brinker International, Inc. (NYSE:EAT) ahead of its upcoming **** yst presentation, as he said:
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.
#NYSE
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.
#NYSE
7 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. closed at $141.20 per share. Over the past month, Charter Communications, Inc. declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Weitz Multi Cap Equity Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) (the principal **** et of portfolio holding Liberty Broadband) shares were weak as investors remain laser-focused on the impact of competition in Charter's core broadband market. Although the stock price has not yet improved, we remain constructive and believe Charter's growing wireless business, forecasted reduction in investment spending and impending combination with **** provide reasons for optimism."
Charter Communications, Inc. (NASDAQ:CHTR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held Charter Communications, Inc. (NASDAQ:CHTR) at the end of the second quarter which was 48 in the previous quarter. While we acknowledge the potential of Charter Communications, Inc. (NASDAQ:CHTR) 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.
#charter #multi #investor
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. closed at $141.20 per share. Over the past month, Charter Communications, Inc. declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82.
Weitz Multi Cap Equity Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"Charter Communications, Inc. (NASDAQ:CHTR) (the principal **** et of portfolio holding Liberty Broadband) shares were weak as investors remain laser-focused on the impact of competition in Charter's core broadband market. Although the stock price has not yet improved, we remain constructive and believe Charter's growing wireless business, forecasted reduction in investment spending and impending combination with **** provide reasons for optimism."
Charter Communications, Inc. (NASDAQ:CHTR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held Charter Communications, Inc. (NASDAQ:CHTR) at the end of the second quarter which was 48 in the previous quarter. While we acknowledge the potential of Charter Communications, Inc. (NASDAQ:CHTR) 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.
#charter #multi #investor
9 days ago
FC Barcelona have begun the process of renewing defender Gerard Martín's contract, per multiple reports. The 24-year-old footballer has risen through the ranks and become an important part of manager Hansi Flick's set-up.
Barça are said to be looking to tie him up for longer, with a bigger release clause and a higher salary. There is reportedly no hurry on either side, as he has a contract until 2028. There is a sense of optimism surrounding the negotations, as the team is happy with his performances and the player wants to stay.
Barça reportedly see him continuing to be a key part of the squad and possibly even improving as time goes on. A Barcelona native, Martín was a product of UE Cornellà's academy before going to Barcelona's B team. Reports say he's happy to stay with his hometown club.
So far, there have been no concrete negotiations or even a set date for a meeting on the matter. All that has been reported are preliminary conversations.
A left-back by training, he has broken through as a center-back under Flick. With Ronald Araujo on loan to Liverpool FC, Barça are set to use Martín often this season alongside Pau Cubarsí. There was talk of a potential center-back signing, though none came. Andreas Christensen has split duties as the other center-back to start this season. Barça also has Eric Garcia, though he often plays as a full-back.
#back #Barcelona #part #team
Barça are said to be looking to tie him up for longer, with a bigger release clause and a higher salary. There is reportedly no hurry on either side, as he has a contract until 2028. There is a sense of optimism surrounding the negotations, as the team is happy with his performances and the player wants to stay.
Barça reportedly see him continuing to be a key part of the squad and possibly even improving as time goes on. A Barcelona native, Martín was a product of UE Cornellà's academy before going to Barcelona's B team. Reports say he's happy to stay with his hometown club.
So far, there have been no concrete negotiations or even a set date for a meeting on the matter. All that has been reported are preliminary conversations.
A left-back by training, he has broken through as a center-back under Flick. With Ronald Araujo on loan to Liverpool FC, Barça are set to use Martín often this season alongside Pau Cubarsí. There was talk of a potential center-back signing, though none came. Andreas Christensen has split duties as the other center-back to start this season. Barça also has Eric Garcia, though he often plays as a full-back.
#back #Barcelona #part #team
9 days ago
Detroit Lions first-round pick Blake Miller gained a reputation at Clemson for being an iron man. In three years in college, he didn't miss a single game, starting 54 consecutive contests.
When the Lions' injury report dropped on Monday, it appeared Miller's NFL streak could be broken after just one game. With only a walkthrough practice, Miller was estimated as a non-participant with a knee injury. And with Detroit on a short week—scheduled to play the Bills on the road this Thursday—it could be too quick of a turnaround to make the field.
However, the rookie right tackle spoke with the media after practice and sounded more optimistic about his chances of playing due to progress already made on Monday.
"I'm doing everything I humanly can to get my body feeling the best it can feel. Even with the progress just today that I've made, I'm happy, and I'm optimistic," Miller said.
Lions coach Dan Campbell said it was possible Miller could play vs. the Bills, but he was a little more cautious in his optimism.
#bills #game #practice
When the Lions' injury report dropped on Monday, it appeared Miller's NFL streak could be broken after just one game. With only a walkthrough practice, Miller was estimated as a non-participant with a knee injury. And with Detroit on a short week—scheduled to play the Bills on the road this Thursday—it could be too quick of a turnaround to make the field.
However, the rookie right tackle spoke with the media after practice and sounded more optimistic about his chances of playing due to progress already made on Monday.
"I'm doing everything I humanly can to get my body feeling the best it can feel. Even with the progress just today that I've made, I'm happy, and I'm optimistic," Miller said.
Lions coach Dan Campbell said it was possible Miller could play vs. the Bills, but he was a little more cautious in his optimism.
#bills #game #practice
9 days ago
Pistons rumors: Jalen Duren feels 'disrespected' amid Detroit extension stalemate appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
As All-NBA center Jalen Duren and the Detroit Pistons inch closer to the October 1 deadline, there are reportedly no signs of the two reaching an agreement. Duren and the Pistons remain at a stalemate amid negotiations on a potential contract extension ahead of the 2026-27 season.
The Sacramento Kings' reported interest in acquiring Duren was mentioned in addition to the All-Star center's frustration. The entire contract negotiating process over his future with the Pistons isn't sitting well with Duren, according to ESPN NBA Today's Marc Spears.
"Scott Perry ain't playing around; neither is BJ Armstrong," Spears said. "Scott Perry has a relationship with Jalen Duren dating back to when he was trying to get the Knicks to draft him, which they did. But they traded him to the Pistons. Scott Perry also has NFL ties from his father. Duren's agent is an NFL agent. So, he has a connection with him, and Duren likes Scott Perry a lot. He likes Sacramento a lot. The Pistons are focused on bringing him back. They have some optimism, but it's complicated.
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#pistons #perry #sacramento #spears
As All-NBA center Jalen Duren and the Detroit Pistons inch closer to the October 1 deadline, there are reportedly no signs of the two reaching an agreement. Duren and the Pistons remain at a stalemate amid negotiations on a potential contract extension ahead of the 2026-27 season.
The Sacramento Kings' reported interest in acquiring Duren was mentioned in addition to the All-Star center's frustration. The entire contract negotiating process over his future with the Pistons isn't sitting well with Duren, according to ESPN NBA Today's Marc Spears.
"Scott Perry ain't playing around; neither is BJ Armstrong," Spears said. "Scott Perry has a relationship with Jalen Duren dating back to when he was trying to get the Knicks to draft him, which they did. But they traded him to the Pistons. Scott Perry also has NFL ties from his father. Duren's agent is an NFL agent. So, he has a connection with him, and Duren likes Scott Perry a lot. He likes Sacramento a lot. The Pistons are focused on bringing him back. They have some optimism, but it's complicated.
Watch sports LIVE with fuboTV (free trial)
#pistons #perry #sacramento #spears
9 days ago
There are few preseason events like Big Blue Madness for Kentucky basketball. It's a hugely popular day on the schedule for fans, who will fill the stands to watch the fans get introduced to this year's roster, and it's almost time to get tickets.
This year's Big Blue Madness will take place on Oct. 2 and 7:00 P.M. at Rupp Arena. Then Fan Fest will be the next day at the Central Bank Center. Tickets, which are free, will go quickly, and now fans know when to acquire them.
Ticketmaster will be handling he distribution of the tickets for Big Blue Madness, and that begins on Friday, Sep. 18, beginning at 5:00 P.M. There is a limit of two tickets per household so that more fans have a shot to land a seat at the festivities.
The 2026 season is a big one for Kentucky. Mark Pope has his best team yet, and needs to compete for an SEC championship, and win some games in March. Another disappointing season will inevitably result in fans calling for his job, as they did last season.
There is optimism, however, and heading into Big Blue Madness, fans will be excited and full of optimism. They'll want to be ready on Friday if they want a first look at the team.
#season #kentucky
This year's Big Blue Madness will take place on Oct. 2 and 7:00 P.M. at Rupp Arena. Then Fan Fest will be the next day at the Central Bank Center. Tickets, which are free, will go quickly, and now fans know when to acquire them.
Ticketmaster will be handling he distribution of the tickets for Big Blue Madness, and that begins on Friday, Sep. 18, beginning at 5:00 P.M. There is a limit of two tickets per household so that more fans have a shot to land a seat at the festivities.
The 2026 season is a big one for Kentucky. Mark Pope has his best team yet, and needs to compete for an SEC championship, and win some games in March. Another disappointing season will inevitably result in fans calling for his job, as they did last season.
There is optimism, however, and heading into Big Blue Madness, fans will be excited and full of optimism. They'll want to be ready on Friday if they want a first look at the team.
#season #kentucky
9 days ago
The San Francisco Giants have endured the bad, the worse and the ugly throughout a 2026 campaign that started with high hopes and landed with bleak realities.
The Giants have been among the most disappointing teams in Major League Baseball this season. There was optimism in San Francisco when the team brought in first-year manager Tony Vitello from the college ranks with no previous MLB experience. Many experts predicted that the Giants would win 82 games and maybe even sneak into a wild-card berth. It would have been the most success the team has seen in nearly a half decade.
Then the season began and things shifted immediately. San Francisco isn't anywhere near discussions of making a postseason appearance. Instead, the Giants have the second-worst record in the National League (only the division-rival Colorado Rockies have a worse record).
The Giants haven't had the play they were expecting on the diamond. The Giants lacked depth in the bullpen, dealt with a series of injuries which contorted lineups, and key players just looked like a shell of themselves through large parts of the season. Vitello has been ejected from multiple games this season. Frustration has settled in San Francisco like fog covering the Golden Gate Bridge.
It's since seemed like a salvageable season after seeing younger prospects such as Bryce Eldridge see the field more. After a sluggish start, Rafael Devers found his bat as of late and is nearing a 40-homer season. There are few positive takeaways from the Giants this year, which leaves a little excitement for the next season.
#team
The Giants have been among the most disappointing teams in Major League Baseball this season. There was optimism in San Francisco when the team brought in first-year manager Tony Vitello from the college ranks with no previous MLB experience. Many experts predicted that the Giants would win 82 games and maybe even sneak into a wild-card berth. It would have been the most success the team has seen in nearly a half decade.
Then the season began and things shifted immediately. San Francisco isn't anywhere near discussions of making a postseason appearance. Instead, the Giants have the second-worst record in the National League (only the division-rival Colorado Rockies have a worse record).
The Giants haven't had the play they were expecting on the diamond. The Giants lacked depth in the bullpen, dealt with a series of injuries which contorted lineups, and key players just looked like a shell of themselves through large parts of the season. Vitello has been ejected from multiple games this season. Frustration has settled in San Francisco like fog covering the Golden Gate Bridge.
It's since seemed like a salvageable season after seeing younger prospects such as Bryce Eldridge see the field more. After a sluggish start, Rafael Devers found his bat as of late and is nearing a 40-homer season. There are few positive takeaways from the Giants this year, which leaves a little excitement for the next season.
#team
9 days ago
Minnesota Vikings WR Justin Jefferson had eight catches for 92 yards and two touchdowns in the Week 1 win over the Green Bay Packers, according to ESPN.com.
Why it Matters: It was the first time since Dec. 22, 2024, that Jefferson had two touchdown receptions in a game. In fact, he had just two TDs all of last season. Last season's struggles caused him to slip in fantasy drafts to the midway portion of the first round, and he could absolutely outplay that. His two scores came with Carson Wentz under center, so we'll have a little bit of cautious optimism to see how he and Kyler Murray (concussion) connect when he's fit to return. Jefferson is a must-start every week, including against the Chicago Bears in Week 2.
This article originally appeared on USA TODAY: Justin Jefferson scores twice
#last #scores #Vikings #packers
Why it Matters: It was the first time since Dec. 22, 2024, that Jefferson had two touchdown receptions in a game. In fact, he had just two TDs all of last season. Last season's struggles caused him to slip in fantasy drafts to the midway portion of the first round, and he could absolutely outplay that. His two scores came with Carson Wentz under center, so we'll have a little bit of cautious optimism to see how he and Kyler Murray (concussion) connect when he's fit to return. Jefferson is a must-start every week, including against the Chicago Bears in Week 2.
This article originally appeared on USA TODAY: Justin Jefferson scores twice
#last #scores #Vikings #packers
9 days ago
1
Manchester United manager Michael Carrick has come under scrutiny following the demoralising 1-0 Premier League defeat at the hands of Manchester City at Old Trafford on Sunday, 13 September. The Red Devils played for more than an hour with a man advantage following Phil Foden's red card, but failed to penetrate the opposition backline.
The defeat leaves United in 13th place in the league table after four games, in which they have picked up just one win and conceded seven goals. It was the second time that Carrick's team have failed to score this season, after the opening day 2-0 defeat to Hull City at the MKM Stadium.
The Red Devils secured an impressive 4-0 win over Sabah last week in the Champions League, but that optimism evaporated over the weekend. While the season is still in its nascent stages, the situation is bound to raise questions about Carrick's position.
Acclaimed journalist Fabrizio Romano has now provided an update on the matter.
#league
Manchester United manager Michael Carrick has come under scrutiny following the demoralising 1-0 Premier League defeat at the hands of Manchester City at Old Trafford on Sunday, 13 September. The Red Devils played for more than an hour with a man advantage following Phil Foden's red card, but failed to penetrate the opposition backline.
The defeat leaves United in 13th place in the league table after four games, in which they have picked up just one win and conceded seven goals. It was the second time that Carrick's team have failed to score this season, after the opening day 2-0 defeat to Hull City at the MKM Stadium.
The Red Devils secured an impressive 4-0 win over Sabah last week in the Champions League, but that optimism evaporated over the weekend. While the season is still in its nascent stages, the situation is bound to raise questions about Carrick's position.
Acclaimed journalist Fabrizio Romano has now provided an update on the matter.
#league
11 days ago
After nearly two decades of head coach Mike Tomlin, the Pittsburgh Steelers are starting over with new head coach Mike McCarthy, a whole new system and several new starters. Optimism is high and fans feel like there's been a new energy with the team and so let's offer up our own bold predictions for the upcoming season.
We aren't ready to name the two players but between the team's three big edge defenders and defensive linemen Cam Heyward and Derrick Harmon, we predict the Steelers to get at least two players with 10+ sacks.
Time is almost out for Joey Porter Jr. to agree to terms on a contract with the Steelers but we predict Porter Jr. still plays in 2026, even if it is on his rookie contract.
Between Jaylen Warren and Rico Dowdle, the Steelers have a very good two-headed running back attack. And while we think the run game will be effective, we don't see either player eclipsing 1,000 rushing yards individually.
With the team's new additions, we predict DK Metcalf will reap the benefits with his best season. Metcalf's career high in receptions is 90 and his receiving yards are 1,303. We predict Metcalf tops both this season.
#season #mike #players
We aren't ready to name the two players but between the team's three big edge defenders and defensive linemen Cam Heyward and Derrick Harmon, we predict the Steelers to get at least two players with 10+ sacks.
Time is almost out for Joey Porter Jr. to agree to terms on a contract with the Steelers but we predict Porter Jr. still plays in 2026, even if it is on his rookie contract.
Between Jaylen Warren and Rico Dowdle, the Steelers have a very good two-headed running back attack. And while we think the run game will be effective, we don't see either player eclipsing 1,000 rushing yards individually.
With the team's new additions, we predict DK Metcalf will reap the benefits with his best season. Metcalf's career high in receptions is 90 and his receiving yards are 1,303. We predict Metcalf tops both this season.
#season #mike #players
11 days ago
In two weeks, USC faces Oregon in the Trojans' game of the year, the one which will shape the rest of their season. Oregon's outlook after the Boise State game is marked by concern and optimism. The concern comes from how poorly the Ducks played. The optimism comes from being able to win in spite of the below-par performance. Ducks Wire noted the good and bad performers from the game. Here are one of each:
Ducks Wire liked what it saw from linebacker Dylan Williams:
"The biggest riser on the defense in my mind was linebacker Dylan Williams, who played a huge role in this game, stepping up alongside Jerry Mixon and Devon Jackson in that linebacker room. While his stats don't jump off the page, Williams was flying around the field and had a huge impact on this game, earning some high praise from Dan Lanning when all was said and done. Expect to see a lot more of Williams this year."
Ducks Wire did not like what kick returner Evan Stewart brought to the table:
"As a wide receiver, Evan Stewart was great on Saturday, with eight catches for 72 yards. As a punt returner, though, Stewart left a bit to be desired. He had a trio of mistakes: a fair catch at the 3-yard line and two ****** ed punts, one of which was recovered by Boise State. In the end, Oregon was still able to get the win, and Lanning expressed support of Stewart after the game, but it's clear that this operation needs to clean up going forward for the Ducks, or we may see someone else back there in the return game."
#game #stewart #oregon #dylan
Ducks Wire liked what it saw from linebacker Dylan Williams:
"The biggest riser on the defense in my mind was linebacker Dylan Williams, who played a huge role in this game, stepping up alongside Jerry Mixon and Devon Jackson in that linebacker room. While his stats don't jump off the page, Williams was flying around the field and had a huge impact on this game, earning some high praise from Dan Lanning when all was said and done. Expect to see a lot more of Williams this year."
Ducks Wire did not like what kick returner Evan Stewart brought to the table:
"As a wide receiver, Evan Stewart was great on Saturday, with eight catches for 72 yards. As a punt returner, though, Stewart left a bit to be desired. He had a trio of mistakes: a fair catch at the 3-yard line and two ****** ed punts, one of which was recovered by Boise State. In the end, Oregon was still able to get the win, and Lanning expressed support of Stewart after the game, but it's clear that this operation needs to clean up going forward for the Ducks, or we may see someone else back there in the return game."
#game #stewart #oregon #dylan
13 days ago
When Cathie Wood makes a move, Wall Street tends to pay attention. Her trades have become something of a market signal, especially when they involve the high-growth themes she has consistently backed. And in September, that shopping list included a little bit of everything — ****** e, fintech, crypto and biotechnology — while ARK Investment Management trimmed several large technology and healthcare positions.
In fintech, ARK Innovation ETF (ARKK) has been steadily adding to its Robinhood Markets (HOOD) bet. On Sept. 4, the fund bought 28,589 HOOD shares worth roughly $3.5 million, just a day after the stock jumped 16.6%. ARK then returned to the checkout counter on Sept. 8, purchasing another $3.3 million worth of Robinhood's shares. The buying reflects growing optimism around Robinhood's prediction markets, banking, and crypto businesses. The additions have also pushed HOOD into ARKK's top 10 holdings, with a 4.17% portfolio weight.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#Stock #sept #markets #worth
In fintech, ARK Innovation ETF (ARKK) has been steadily adding to its Robinhood Markets (HOOD) bet. On Sept. 4, the fund bought 28,589 HOOD shares worth roughly $3.5 million, just a day after the stock jumped 16.6%. ARK then returned to the checkout counter on Sept. 8, purchasing another $3.3 million worth of Robinhood's shares. The buying reflects growing optimism around Robinhood's prediction markets, banking, and crypto businesses. The additions have also pushed HOOD into ARKK's top 10 holdings, with a 4.17% portfolio weight.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#Stock #sept #markets #worth
13 days ago
The Tampa Bay Buccaneers enter the 2026 season with plenty of uncertainty, and our staff predictions reflect it.
Tampa Bay finished 8-9 in 2025 after a 6-2 start, losing seven of its final nine games and missing out on the NFC South ******* le through a tiebreaker. The Bucs scored 380 points but allowed 411, finished 3-3 inside the division and went just 1-4 over their final five games.
There is reason for optimism, particularly after Baker Mayfield signed an extension that gives Tampa Bay stability at quarterback. Mayfield has become the unquestioned leader of the offense and gives the Bucs a proven veteran to build around. But much of that optimism could disappear quickly if the defensive backfield struggles. Questions in the secondary remain one of the team's biggest concerns, and against a schedule featuring several dangerous passing attacks, breakdowns on the back end could turn winnable games into losses.
That makes the range of predictions from our staff interesting. Evan has the Bucs finishing 8-9, an exact repeat of last season. Mike sees a slight improvement at 9-8, while Will is the most optimistic of the group at 10-7. I'm on the other end, predicting a 7-10 finish.
Collectively, that puts our average prediction at exactly 8.5 wins and 8.5 losses — essentially a .500 football team.
#bucs #staff
Tampa Bay finished 8-9 in 2025 after a 6-2 start, losing seven of its final nine games and missing out on the NFC South ******* le through a tiebreaker. The Bucs scored 380 points but allowed 411, finished 3-3 inside the division and went just 1-4 over their final five games.
There is reason for optimism, particularly after Baker Mayfield signed an extension that gives Tampa Bay stability at quarterback. Mayfield has become the unquestioned leader of the offense and gives the Bucs a proven veteran to build around. But much of that optimism could disappear quickly if the defensive backfield struggles. Questions in the secondary remain one of the team's biggest concerns, and against a schedule featuring several dangerous passing attacks, breakdowns on the back end could turn winnable games into losses.
That makes the range of predictions from our staff interesting. Evan has the Bucs finishing 8-9, an exact repeat of last season. Mike sees a slight improvement at 9-8, while Will is the most optimistic of the group at 10-7. I'm on the other end, predicting a 7-10 finish.
Collectively, that puts our average prediction at exactly 8.5 wins and 8.5 losses — essentially a .500 football team.
#bucs #staff
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15 days ago
With training camp fast approaching, several Central Division teams still have a few questions to answer. Jalen Duren's contract situation is still unresolved in Detroit; Victor Oladipo has been seen as an option for the Chicago Bulls, and the Pistons are even connected to Michael Porter Jr. as a potential future trade target.
The biggest storyline ongoing is Duren's restricted free agency, but there appears to be a little more optimism about that agreement. The Athletic's Sam Amick reported that the financial difference between Duren and the Pistons isn't as big as it was previously believed.
"I mean, as far as the state of affairs, I don't know which way it's going to go. There is a gap. It's not as big as I thought it was before having a few recent conversations. It seems like there's, you know, there's a window here to get something done and put him back in a Pistons jersey."
"I think what's interesting is, like, the QO (qualifying offer) has become such a nuclear option for players and also for teams that it's fair to wonder, like, 'Man, if they can't completely bridge that gap, how do both sides feel about the QO?'" Amick continued. "Because, even from a human standpoint, we, as you guys know, haven't seen a lot of people successfully take that route."
Duren has been seeking more than $40 million a year, and the Pistons have been around $35 million per season. ESPN's Tim MacMahon recently put the Pistons' offer in the ballpark of $180 million over five years. The alternative is Duren accepting the $9.6 million qualifying offer and becoming an unrestricted free agent next season. This has been described as a nuclear option because of the risk it carries for both sides. The Kings do remain an interested party in a sign-and-trade possibility, or even a potential 2027 destination, because they can create the most max cap ******* e then, but the Pistons have reportedly had no interest in a sign-and-trade as of now.
#pistons #even
The biggest storyline ongoing is Duren's restricted free agency, but there appears to be a little more optimism about that agreement. The Athletic's Sam Amick reported that the financial difference between Duren and the Pistons isn't as big as it was previously believed.
"I mean, as far as the state of affairs, I don't know which way it's going to go. There is a gap. It's not as big as I thought it was before having a few recent conversations. It seems like there's, you know, there's a window here to get something done and put him back in a Pistons jersey."
"I think what's interesting is, like, the QO (qualifying offer) has become such a nuclear option for players and also for teams that it's fair to wonder, like, 'Man, if they can't completely bridge that gap, how do both sides feel about the QO?'" Amick continued. "Because, even from a human standpoint, we, as you guys know, haven't seen a lot of people successfully take that route."
Duren has been seeking more than $40 million a year, and the Pistons have been around $35 million per season. ESPN's Tim MacMahon recently put the Pistons' offer in the ballpark of $180 million over five years. The alternative is Duren accepting the $9.6 million qualifying offer and becoming an unrestricted free agent next season. This has been described as a nuclear option because of the risk it carries for both sides. The Kings do remain an interested party in a sign-and-trade possibility, or even a potential 2027 destination, because they can create the most max cap ******* e then, but the Pistons have reportedly had no interest in a sign-and-trade as of now.
#pistons #even
15 days ago
Stewart ***** et Management's flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here. Despite geopolitical uncertainties, share prices surged higher as emerging prospects for a ceasefire in the Middle East restored market composure and investor optimism for continued earnings growth in the second half of the year. Volatility in share prices was noted, particularly tied to industrial trends like AI, with comparisons made to the internet boom and personal computer adoption. Despite concerns about extreme valuations and potential corrections, the conclusion is that strong earnings growth is fundamental to rising share prices, emphasizing the importance of investing in robust businesses. Please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Stewart ***** et Management highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 04, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) closed at $881.26 per share. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) gained 13.83%, and its shares are up 519.81% over the past year. Lumentum Holdings Inc. (NASDAQ:LITE) has a market capitalization of $79.05 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Stewart ***** et Management stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"During the quarter we initiated a small investment in Lumentum Holdings Inc. (NASDAQ:LITE), a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers. We believe AI infrastructure spending is driving an optical upgrade cycle from which Lumentum may benefit. Demand outstrips supply, and customer agreements now extend through 2027 as data centers grow in number and size. Capturing this opportunity requires execution on capacity expansion and continued hyperscaler willingness to invest in AI infrastructure. The primary risks ***** ociated with the company are its concentration of revenue from a small number of customers, product timelines shifting and emerging technologies. However, we believe that the positives noted above outweigh these risks."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) 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 a
In its second-quarter 2026 investor letter, Stewart ***** et Management highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 04, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) closed at $881.26 per share. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) gained 13.83%, and its shares are up 519.81% over the past year. Lumentum Holdings Inc. (NASDAQ:LITE) has a market capitalization of $79.05 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Stewart ***** et Management stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"During the quarter we initiated a small investment in Lumentum Holdings Inc. (NASDAQ:LITE), a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers. We believe AI infrastructure spending is driving an optical upgrade cycle from which Lumentum may benefit. Demand outstrips supply, and customer agreements now extend through 2027 as data centers grow in number and size. Capturing this opportunity requires execution on capacity expansion and continued hyperscaler willingness to invest in AI infrastructure. The primary risks ***** ociated with the company are its concentration of revenue from a small number of customers, product timelines shifting and emerging technologies. However, we believe that the positives noted above outweigh these risks."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) 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 a
15 days ago
There isn't much optimism for the Arizona Cardinals in 2026, especially from a national perspective. While they have a new head coach, people see a team that lost 14 games last season and 11 of their final 12 games, including nine straight to end the season. They have the same skill players and defense, mostly.
As such, in ESPN's Football Power Index, they are expected to struggle again.
They are projected to win 4.9 games, with a best-case scenario of 7-10. They are given a 1.4% chance of making the playoffs and 0.1% chance of winning the NFC West. They have the hardest strength of schedule.
Looking at their schedule, it is tough to find wins. They are underdogs in every game, and they are underdogs by at least a touchdown in their first 11. They play in arguably the league's best division, with the other three teams all legitimate ******* le contenders.
They have good skill players and the promise of an improved offense, but the defense is largely the same with the same defensive coordinator. That defense allowed 37 or more points six times over their final nine games.
#same #season #nine
As such, in ESPN's Football Power Index, they are expected to struggle again.
They are projected to win 4.9 games, with a best-case scenario of 7-10. They are given a 1.4% chance of making the playoffs and 0.1% chance of winning the NFC West. They have the hardest strength of schedule.
Looking at their schedule, it is tough to find wins. They are underdogs in every game, and they are underdogs by at least a touchdown in their first 11. They play in arguably the league's best division, with the other three teams all legitimate ******* le contenders.
They have good skill players and the promise of an improved offense, but the defense is largely the same with the same defensive coordinator. That defense allowed 37 or more points six times over their final nine games.
#same #season #nine
16 days ago
Perceptions of the 2026 Washington Commanders have changed a lot over the last month. Heading into training camp, the Commanders were a team of mystery, but many believed they could still compete for a playoff spot in 2026 if they could keep quarterback Jayden Daniels healthy.
Optimism grew when Washington signed four-time Pro Bowl wideout Stefon Diggs, giving Daniels another top-tier weapon, while also making life a bit easier for star receiver Terry McLaurin. But the day after Diggs competed in his first Commanders' practice, left tackle Laremy Tunsil tore his triceps. It was a devastating injury for many reasons. Tunsil is one of the NFL's best players, and he was critical in protecting Daniels.
Washington's solution was to move Brandon Coleman back to left tackle to replace Tunsil. It's a good plan, considering Coleman played left tackle in 2024. While he's no Tunsil, Coleman is better than multiple left tackles in the NFL. The only problem is that it took Coleman away from the left guard competition, which he was expected to win.
Making matters worse, new center Nick Allegretti missed almost all of training camp. The veteran offensive lineman moved to center this offseason to replace Tyler Biadasz. While the Commanders are confident in Allegretti, those on the outside don't believe Washington did enough at center. All summer long, journeyman Julian Good-Jones and rookie sixth-round pick Matt Gulbin — who have a combined two career NFL snaps — took turns at center. They struggled; Good-Jones was cut and is now on the practice squad, while Gulbin is one snap away from replacing Allegretti.
As a result, several **** ysts have predicted that Washington will finish last in the NFC East.
#left #daniels #tackle
Optimism grew when Washington signed four-time Pro Bowl wideout Stefon Diggs, giving Daniels another top-tier weapon, while also making life a bit easier for star receiver Terry McLaurin. But the day after Diggs competed in his first Commanders' practice, left tackle Laremy Tunsil tore his triceps. It was a devastating injury for many reasons. Tunsil is one of the NFL's best players, and he was critical in protecting Daniels.
Washington's solution was to move Brandon Coleman back to left tackle to replace Tunsil. It's a good plan, considering Coleman played left tackle in 2024. While he's no Tunsil, Coleman is better than multiple left tackles in the NFL. The only problem is that it took Coleman away from the left guard competition, which he was expected to win.
Making matters worse, new center Nick Allegretti missed almost all of training camp. The veteran offensive lineman moved to center this offseason to replace Tyler Biadasz. While the Commanders are confident in Allegretti, those on the outside don't believe Washington did enough at center. All summer long, journeyman Julian Good-Jones and rookie sixth-round pick Matt Gulbin — who have a combined two career NFL snaps — took turns at center. They struggled; Good-Jones was cut and is now on the practice squad, while Gulbin is one snap away from replacing Allegretti.
As a result, several **** ysts have predicted that Washington will finish last in the NFC East.
#left #daniels #tackle
16 days ago
The optimism that followed Hibs' win in Dundee has well and truly drained from the support after two subsequent performances that fell well short of expectations.
The first Edinburgh derby of the season is always crucial, helping set the tone for the rest of the campaign.
Win it and you've got momentum to go with the bragging rights; lose it and you are looking for a reaction in your next match.
We've lost to Hearts before and we'll do so again. It was the manner of the defeat this time that stung.
A hapless first half, where Hibs chased shadows, was followed by a second half that started brightly but ended prematurely with a ridiculously self-inflicted red card.
#edinburgh #optimism
The first Edinburgh derby of the season is always crucial, helping set the tone for the rest of the campaign.
Win it and you've got momentum to go with the bragging rights; lose it and you are looking for a reaction in your next match.
We've lost to Hearts before and we'll do so again. It was the manner of the defeat this time that stung.
A hapless first half, where Hibs chased shadows, was followed by a second half that started brightly but ended prematurely with a ridiculously self-inflicted red card.
#edinburgh #optimism
16 days ago
The Baltimore Ravens reconstructed their coaching staff and strengthened several areas of the roster after falling short of the postseason. Those changes created renewed optimism, but they also increased the pressure on several returning players.
Baltimore's established stars will drive the team's championship pursuit. The Ravens' ability to close the gap in the AFC, however, could be determined by younger contributors becoming more consistent in expanded roles.
Here are five Ravens who must improve in 2026.
Simpson possesses the athletic tools to become a productive three-down linebacker, but Baltimore needs greater consistency from him alongside Roquan Smith. He must diagnose plays faster, take cleaner pursuit angles, and become more dependable in coverage. Teddye Buchanan and Jay Higgins IV give the Ravens additional options, placing even more importance on Simpson converting his physical ability into reliable production.
Rosengarten has gained valuable experience at right tackle, but the Ravens need him to take another step as a pass protector. His ability to handle speed rushers without consistent ****** istance would give Declan Doyle greater freedom with formations and route combinations. Baltimore cannot allow pressure from the right side to disrupt Lamar Jackson or force the offense away from deeper-developing concepts.
#Ravens
Baltimore's established stars will drive the team's championship pursuit. The Ravens' ability to close the gap in the AFC, however, could be determined by younger contributors becoming more consistent in expanded roles.
Here are five Ravens who must improve in 2026.
Simpson possesses the athletic tools to become a productive three-down linebacker, but Baltimore needs greater consistency from him alongside Roquan Smith. He must diagnose plays faster, take cleaner pursuit angles, and become more dependable in coverage. Teddye Buchanan and Jay Higgins IV give the Ravens additional options, placing even more importance on Simpson converting his physical ability into reliable production.
Rosengarten has gained valuable experience at right tackle, but the Ravens need him to take another step as a pass protector. His ability to handle speed rushers without consistent ****** istance would give Declan Doyle greater freedom with formations and route combinations. Baltimore cannot allow pressure from the right side to disrupt Lamar Jackson or force the offense away from deeper-developing concepts.
#Ravens
16 days ago
The Arizona Cardinals will play the Los Angeles Chargers this weekend to open the season. One big question facing them is whether rookie Jeremiyah Love will be able to play, as he has been dealing with a high ankle sprain.
There was good news on Monday.
Head coach Mike LaFleur expressed optimism that Love would be able to play, saying, "I feel good," when asked if he was optimistic that Love has a chance to play.
LaFleur tempered expectations a little, though.
"He was out there moving around today," he said. "We'll see on Wednesday. I will have a better idea for all those guys that I know you guys are going to ask about on Wednesday."
#guys #arizona #cardinals #angeles
There was good news on Monday.
Head coach Mike LaFleur expressed optimism that Love would be able to play, saying, "I feel good," when asked if he was optimistic that Love has a chance to play.
LaFleur tempered expectations a little, though.
"He was out there moving around today," he said. "We'll see on Wednesday. I will have a better idea for all those guys that I know you guys are going to ask about on Wednesday."
#guys #arizona #cardinals #angeles
