BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its third-quarter 2026 investor letter for "Buffalo Growth Fund". The letter can be downloaded here. The Buffalo Growth Fund advanced 4.57% in Q3, significantly outperforming the Russell 3000® Growth Index's 0.45%. The primary driver of this outperformance was stock selection in Information Technology, particularly among hyperscaler stocks that benefited from higher cloud revenue. However, rising oil prices and inflation challenged the market, prompting the Federal Reserve to raise interest rates for the first time since July 2023 and prompting caution within the Fund. The fund has reduced some positions, noting the cost of capital's impact on business models. There is optimism for hyperscalers following the upcoming Anthropic IPO, which could provide investor transparency for future capex. Also, check the Fund's top five holdings to see its best picks for 2026.
In its Q3 2026 investor letter, Buffalo Growth Fund noted that it sold its position in SanDisk Corporation (NASDAQ:SNDK) during the quarter. SanDisk Corporation (NASDAQ:SNDK) is a US-based semiconductor company that provides data storage devices and solutions using NAND flash technology for AI developers and enterprise workloads. On November 03, 2026, SanDisk Corporation (NASDAQ:SNDK) closed at $1,126.52, with a $160.29 billion market capitalization. Driven by strong momentum, SanDisk Corporation (NASDAQ:SNDK) has surged 335.83% year-to-date, trading within a 52-week range of $164.56 to $2,354.39.
Buffalo Growth Fund stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its Q3 2026 investor letter:
"In the previous quarter we determined the portfolio was lacking exposure to the memory ***** e and initiated small positions in both Micron and Sandisk Corporation (NASDAQ:SNDK). Unfortunately, the timing on Sandisk was poor as the stock advanced rapidly through the end of June and then experienced the bottom drop out with nasty momentum unwind in July. We decided to take losses on Sandisk and move on from a ***** e that has historically been incredibly cyclical. Typically, cyclical businesses like this aren't where we focus our time and this experience reminded us of that."
Sandisk Corporation (NASDAQ:SNDK) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 128 hedge fund portfolios held Sandisk Corporation (NASDAQ:SNDK) at the end of the second quarter which was 114 in the previous quarter. While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) 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.

#Growth

A partir del próximo 9 de noviembre hay un nuevo parón de selecciones: dos semanas que ponen en vilo a todos los clubes que tienen algún internacional, a la espera de que ninguno regrese lesionado. Eso es lo que le pasa al FC Barcelona con Raphinha. El jugador brasileño ha vuelto a ser convocado por el seleccionador de la 'canarinha' para disputar dos partidos amistosos contra ***** ón (14 de noviembre) y Singapur (17 de noviembre). La disputa de esos partidos supondrá, nuevamente, una importante suma de kilómetros para la estrella azulgrana. Raphinha recorrerá unos 22.000 kilómetros.
Raphinha en el duelo ante el PSG. | Europa Press
Cabe recordar que el futbolista volvió lesionado del último parón y se perdió los partidos contra Getafe y Galatasaray. Como es lógico después de una lesión, el jugador debe coger ritmo de competición. Desde su vuelta al césped, Raphinha no ha disputado ningún partido completo. Suma 20′ contra el Betis, 60′ contra el PSG y 86′ ante el Real Madrid. Es decir, de 270 minutos posibles, Raphinha ha disputado 166′, lo que hace un 61,4% de los minutos. Tampoco ha vuelto a su mejor nivel: no está tan eléctrico como antes y sus cotas goleadoras han disminuido sensiblemente, con solo un gol desde su regreso. Aun sin estar al 100% de forma física, Carlo Ancelotti ha decidido convocarlo para dos amistosos intrascendentes.
El historial reciente del atacante blaugrana no invita al optimismo en Can Barça. Contando el último parón, Raphinha ha vuelto lesionado a Barcelona de las últimas tres llamadas de la selección. La primera por disputar un amistoso contra Francia en Estados Unidos, que le supuso perderse los dos meses más importantes de la pasada campaña. La segunda, tras el Mundial, y la reciente tras disputar dos amistosos irrelevantes en India y Australia.
Después de la lesión del gaúcho en el último parón de selecciones, Laporta se mostró indignado, declarando que los clubes sufren «grandes perjuicios». Sin embargo, Ancelotti ha vuelto a convocar a Raphinha y ha contestado al presidente azulgrana.

#raphinha #noviembre #lesionado #para

I reached out to the folks at Black Shoe Diaries to talk about this weekend's game between their Nittany Lions and our Purdue Boilermakers. They were kind enough to respond with some informative answers to my questions. Make sure to go check them out.
Penn State has not won a Big Ten game yet this year. The schedule to start the year has turned out to be a lot tougher than most people probably thought going in. Given the turnover at the top, what was expected of Penn State by fans coming into this season?
I predicted a 9-3 season. Some others on our site were at least mentioning the word playoff in the offseason. Personally, I thought Penn State would have enough experience with Matt Campbell's system considering that there would be so much continuity with so many players making the move from Iowa State. A lot of that optimism was tied to the schedule. Unlike 2025 where Penn State jumped right into the deep end with a showdown against Oregon in conference play, this year seemed like it would give some runway for the Lions to work things out before a Whiteout matchup against USC. That seemed to be the plan until halftime of the Wisconsin game. From that 17-0 lead against the Badgers, the Lions have struggled mightily.
Three of the four Big Ten losses have come by 8 or fewer points. Is this a situation where Penn State may be 0-4 but they could very easily be 3-1? I guess the crux of my question is, is Penn State better than their record reflects?
I think it should be at least 1-3. The Wisconsin loss was egregious. Penn State led from the start. They could never quite put away the Badgers, had to settle for field goals, committed a brutal turnover, and then allowed a couple of long conversions in the loss. This team isn't as talented as last year's Penn State team, but there are some similarities. They've had second half leads in three of the four losses, just as last year's Penn State team lost fourth quarter/overtime leads to Oregon, Indiana, Iowa, and Northwestern.

#game #team #iowa #oregon

It has been a while since Penn State celebrated a win on the football field. If you have lost track, Penn State's last win was over a month ago, with a Week 3 rout of Buffalo. The 2026 season, the first under head coach Matt Campbell, has certainly not gone according to plan in Happy Valley, and any threat of making a push for the College Football Playoff has long been put to rest. But the Nittany Lions are coming off a bye week with five games remaining in the season. There is still time to finish this transitionary season with some momentum for the future. First up after the bye week is a home game against Purdue, a team that has taken some steps forward this season under head coach Barry Odom.
Here are our final score and player of the game predictions for Penn State's Week 9 game against Purdue, along with some brief thoughts on the matchup.
Maybe it is hopeless optimism,but I think Penn State's offense looks a bit more consistent an formiudable this week. The bye week may have come at a good time for Penn State, as Rocco Bcht could potentially be getting his top playmaker back on the field with the reported return of wide receiver Koby Howard trending toward reality. Penn State will need the offense to be in rhythm, because Purdue is loaded with offensive firepower through the air and on the ground. The Nittany Lions will have a big test in slowing down Purdue's Fame Ijeboi, who has had his ups and downs this season. Will it be pretty? Not likely. Will it go down to the wire? Perhaps. Will Penn State's losing streak come to an end? Sure. Why not?
Final score prediction: Penn State 30, Purdue 27
Player of the game pick: Koby Howard, Penn State wide receiver

#purdue #nittany

How do you feel after the Cowboys' pivotal win over the Eagles? For some, it's infused hope back into this season. Others see it as fool's gold: a cheap win against a broken Philly team that says little about Dallas' prospects going forward.
Wherever you fall in the optimism spectrum, the fact remains that the victory kept Dallas in striking distance of the NFC East crown and even a wild card spot. As we near the midway point of 2026, let's take a detailed look at the current NFC standings.
These are all the teams with 3-4 records or better.
Current 2026 NFC Playoff Standings
1. Minnesota Vikings 6-0 (4-0 vs NFC)
2. San Francisco 49ers 6-1 (4-1)
3. New York Giants 4-2-1 (2-2-1)
4. Carolina Panthers 3-3 (3-2)
5. Chicago Bears 5-2 (3-2)
6. Detroit Lions 4-2 (3-1)
7. Green Bay Packers 4-3 (3-3)
_______________________________
8. Seattle Seahawks 4-3 (1-2)
9. Atlanta Falcons 3-4 (3-2)
10. Los Angeles Rams 3-4 (2-2)
11. Dallas Cowboys 3-4 (2-3)

#others

The Green Bay Packers have won three straight games, but their running game is still waiting to catch up. Now, Matt LaFleur believes the return of Josh Jacobs could help change that.
Green Bay defeated the Dallas Cowboys 23-13 on Sunday night, improving to 4-2 despite gaining just 57 rushing yards on 26 attempts. Even against a Dallas defense that entered the game ranked last in the NFL against the run, the Packers struggled to move the ball on the ground.
Jacobs is eligible to return next week against the Detroit Lions, and LaFleur is optimistic about what the veteran could bring. He isn't promising an immediate turnaround, though.
After Sunday's victory, LaFleur was asked whether Jacobs can help revive Green Bay's struggling ground attack. His answer carried both optimism and a degree of caution.
"Time will tell. But I do have a lot of confidence that he can provide a spark," LaFleur said, via The Leap's Jason B. Hirschhorn.

#jacobs #Help #ground #matt

Ex-Prince Andrew is said to be in surprisingly high spirits, despite the turmoil surrounding him. A friend claims he is certain he will one day be exonerated and has taken on the police in a legal fight over the warrants used in his arrest. As a private court hearing approaches on Thursday, this legal fight is drawing fresh attention.
According to The Sun, Andrew Mountbatten-Windsor has applied for a judicial review to quash the search warrants that were issued in February. The High Court in London will consider the application in a private hearing soon.
Meanwhile, a friend has described his state of mind to the newspaper. "He seems incredibly buoyant despite everything he has been through and is really upbeat," the friend said. They went on to say: "He is utterly convinced that one day he will be completely exonerated. He thinks this is the first step towards that." The friend also described Andrew as living in relative seclusion on the King's Norfolk estate despite being estranged from other members of the royal family
The warrants stem from Andrew's February 19 arrest, which took place on his 66th birthday. Thames Valley Police arrested him on suspicion of misconduct in public office following allegations involving his dealings with Jeffrey Epstein. Police later searched his cottage on the Sandringham estate and his former home, Royal Lodge in Windsor, and removed evidence.
Despite Andrew's optimism, legal experts, however, are less convinced about this latest challenge. Lawyers quoted by The Sun cast doubt on the case and believe a win may make little difference. Even if the warrants were found to be flawed, police might still keep the evidence. It is also not known whether he will attend Thursday's hearing.

#friend #hearing #Windsor #february

JOINT BASE ANDREWS, Md. — Vice President JD Vance acknowledged Thursday that Republicans face an “uphill climb” in next month’s midterm elections — and that the results may be a data point he reviews as he decides whether to run for president in 2028.
“Historically there’s always a bit of an uphill climb, and I think you definitely sense that,” Vance said in an interview with NBC News. “I also think you can sense a sense of cautious optimism, in the sense that, you know, people feel like the numbers are sort of moving, maybe in our direction.”
He added: “Politically, there’s just a recognition that it’s always going to be hard to win a midterm when you have the White House, the Senate and the House.”
Vance spoke aboard Air Force Two shortly after it landed on a return trip from Lakeland, Florida, where he campaigned for Sen. Ashley Moody and Rep. Byron Donalds, the Republican nominee for governor. It was his latest headlining gig at a rally meant to boost support for the party’s candidates in what is expected to be a challenging year for the GOP.
Aside from the historical trends Vance mentioned, polls have shown President Donald Trump and the war in Iran highly unpopular among voters. A related rise in gas prices has added to a cascade of affordability concerns. And Americans are growing more skeptical of artificial intelligence and the large, power-hungry data centers being built to accommodate the technology. All of those issues could factor into voters’ choices in this fall’s key races for the House, the Senate and governor.

#vance #House #president

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.
Watch sports LIVE with fuboTV (free trial)

#pistons #perry #sacramento #spears

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

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

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

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

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

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

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