1 hr. ago
Nvidia (NVDA) stock is up about 15.19% year to date at the time of writing, Friday morning, Aug. 21. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 12.17% in the same period.
Nvidia hasn't only outpaced the S&P 500, but it has also outpaced all other Magnificent 7 members in the same period.
Apple (AAPL) is up 13.87%.
Amazon (AMZN) is up 12.49%.
Alphabet (GOOGL) is up 9.94%.
#outpaced
Nvidia hasn't only outpaced the S&P 500, but it has also outpaced all other Magnificent 7 members in the same period.
Apple (AAPL) is up 13.87%.
Amazon (AMZN) is up 12.49%.
Alphabet (GOOGL) is up 9.94%.
#outpaced
4 hours ago
On August 13, 2026, YETI Holdings (NYSE:YETI) reported second-quarter fiscal 2026 results that showed broad-based top-line expansion and operational progress. Sales climbed 9% year over year to roughly $484 million, with growth spread across every category, channel and region the company reports. CEO Matthew Reintjes told investors the quarter reinforced the company's structural breadth and scalability, even as YETI navigates an uneven consumer backdrop and ongoing macro uncertainty.
Coolers & Equipment led the way, growing 16% to $232 million as newer lines like the Daytrip insulated bags and Camino totes gained traction alongside cases and storage. Management pointed to smaller hard coolers such as the Roadie 15 and the newly launched Roadie 8 as early bright spots, evidence that YETI's product platforms extend well beyond its original hard cooler business. International sales jumped 19% to $93 million, with Europe, Australia and ******* an all posting strong growth. ******* an, in its first full year as a direct business, delivered significant growth in the quarter, and YETI expects to be live in 11 international markets by the end of 2026, up from four at the same time last year. Wholesale sales rose 10% to $218 million, and tracked channel inventory ended the quarter lower, a sign management reads as healthy, demand-driven sell-through rather than a pullback.
Gross margin expanded 170 basis points to 59.5%, with 110 basis points of that coming from pricing discipline and product cost management rather than one-time items. On the back of that performance, YETI raised its full-year gross margin expectation to 57.5%–58.0% (and raised its full-year adjusted EPS guidance range to $2.94–$3.00, up from $2.83–$2.89), while continuing a buyback program that has repurchased more than $600 million in stock since 2024.
Gross margin expansion was offset by operating expense growth during the period. Adjusted SG&A grew 19% to $220 million and deleveraged 410 basis points to 45.4% of sales, driven largely by the brand campaign shifting into the second quarter from the fourth quarter of last year, a higher short-term incentive compensation accrual, and rising distribution and fulfillment costs. That expense growth outpaced the gross margin gains, and adjusted operating income actually fell 7% to $68 million, while adjusted net income dropped 8% to $51 million. Cash on the balance sheet shrank sharply, ending the quarter at approximately $60 million versus $270 million a year earlier, while total debt climbed to $102 million from $76 million.
#quarter
Coolers & Equipment led the way, growing 16% to $232 million as newer lines like the Daytrip insulated bags and Camino totes gained traction alongside cases and storage. Management pointed to smaller hard coolers such as the Roadie 15 and the newly launched Roadie 8 as early bright spots, evidence that YETI's product platforms extend well beyond its original hard cooler business. International sales jumped 19% to $93 million, with Europe, Australia and ******* an all posting strong growth. ******* an, in its first full year as a direct business, delivered significant growth in the quarter, and YETI expects to be live in 11 international markets by the end of 2026, up from four at the same time last year. Wholesale sales rose 10% to $218 million, and tracked channel inventory ended the quarter lower, a sign management reads as healthy, demand-driven sell-through rather than a pullback.
Gross margin expanded 170 basis points to 59.5%, with 110 basis points of that coming from pricing discipline and product cost management rather than one-time items. On the back of that performance, YETI raised its full-year gross margin expectation to 57.5%–58.0% (and raised its full-year adjusted EPS guidance range to $2.94–$3.00, up from $2.83–$2.89), while continuing a buyback program that has repurchased more than $600 million in stock since 2024.
Gross margin expansion was offset by operating expense growth during the period. Adjusted SG&A grew 19% to $220 million and deleveraged 410 basis points to 45.4% of sales, driven largely by the brand campaign shifting into the second quarter from the fourth quarter of last year, a higher short-term incentive compensation accrual, and rising distribution and fulfillment costs. That expense growth outpaced the gross margin gains, and adjusted operating income actually fell 7% to $68 million, while adjusted net income dropped 8% to $51 million. Cash on the balance sheet shrank sharply, ending the quarter at approximately $60 million versus $270 million a year earlier, while total debt climbed to $102 million from $76 million.
#quarter
18 hours ago
Branden Jenkins was out to dinner when he pulled out his phone, glanced at his AI usage dashboard, and realized his weekend coding session had just cost him $1,000 — charged automatically, in $1,000 increments, to a card set on auto-renew.
Jenkins is the CEO of Maxio, a private-equity-backed software company headquartered in Atlanta that's on a path toward $100 million in annual revenue over the next couple of years. He's also, by his own admission, near the top of his company's internal AI spending leaderboard — an odd place for the chief executive to land. "A thousand is not that much, I would say, but for one weekend, it's pretty annoying," he said in an interview with Fortune. Describing his agent as "cooking away," he described his response as "Wow, I just got here quickly."
The episode has become something of a parable inside his company — and inside corporate America more broadly — for how quickly "agentic" AI tools can consume money without anyone quite noticing until the bill lands. But Jenkins said the surprise invoice isn't what's keeping him up at night. The deeper problem is something messier and more human: his own employees' "insecurity" about being outpaced by the technology — and by him.
Jenkins, a self-described technical CEO who builds his own agents and automations, said he can write code from his phone using Claude even while away from his desk — which is how he ended up debugging and iterating on a project at dinner. The token wallet he'd set up to fund those sessions was configured to auto-refill by $1,000 every time it ran dry, silently recharging his card without requiring a second thought — until he saw the total.
"I don't have governors where a lot of my staff hits limits, and they have to ask for approval," Jenkins said, describing his own unlimited internal budget as both a perk and a liability. "So I started leaning in and going, 'What does this look like?'"
#auto
Jenkins is the CEO of Maxio, a private-equity-backed software company headquartered in Atlanta that's on a path toward $100 million in annual revenue over the next couple of years. He's also, by his own admission, near the top of his company's internal AI spending leaderboard — an odd place for the chief executive to land. "A thousand is not that much, I would say, but for one weekend, it's pretty annoying," he said in an interview with Fortune. Describing his agent as "cooking away," he described his response as "Wow, I just got here quickly."
The episode has become something of a parable inside his company — and inside corporate America more broadly — for how quickly "agentic" AI tools can consume money without anyone quite noticing until the bill lands. But Jenkins said the surprise invoice isn't what's keeping him up at night. The deeper problem is something messier and more human: his own employees' "insecurity" about being outpaced by the technology — and by him.
Jenkins, a self-described technical CEO who builds his own agents and automations, said he can write code from his phone using Claude even while away from his desk — which is how he ended up debugging and iterating on a project at dinner. The token wallet he'd set up to fund those sessions was configured to auto-refill by $1,000 every time it ran dry, silently recharging his card without requiring a second thought — until he saw the total.
"I don't have governors where a lot of my staff hits limits, and they have to ask for approval," Jenkins said, describing his own unlimited internal budget as both a perk and a liability. "So I started leaning in and going, 'What does this look like?'"
#auto
3 days ago
Bessent doubled Treasury's long-bond buybacks to $4B per operation, dropping the 30-year yield 10 basis points and sending silver surging 6%.
Silver outpaced gold because industrial demand from solar panels and green tech gives it higher sensitivity when yields fall and risk-on conditions emerge.
The buybacks are a rounding error against a $28T Treasury market, and the metals rally is a narrative response to fiscal concern rather than monetary easing.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer's strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ripple into everything from mortgage rates to gold.
#bond #buybacks #yield
Silver outpaced gold because industrial demand from solar panels and green tech gives it higher sensitivity when yields fall and risk-on conditions emerge.
The buybacks are a rounding error against a $28T Treasury market, and the metals rally is a narrative response to fiscal concern rather than monetary easing.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer's strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ripple into everything from mortgage rates to gold.
#bond #buybacks #yield
3 days ago
It's easy to see why Casey Barner Jr. is among the best safeties in the country. With his physicality and burst, he wins battles on both sides of the ball. In McEachern High School's (Powder Springs, GA) opening game on Wednesday, Aug. 19, the junior showed why he's one of the most electric players in the nation, regardless of class.
He powered the Indians' 40-10 win over Kell (Marietta, GA) and was named MVP of the Corky Kell + Dave Hunter Classic after recording a 58-yard touchdown run and an interception.
Barner's TD run was his first carry of the season, a dash in which he broke through a couple defenders and outpaced the rest to break open the score 13-3 as the first quarter neared its end.
His interception in the third quarter was a beauty, using his closing speed to track down the ball and rip it away from a receiver who didn't look like he expected Barner to be there yet.
He returned the interception to midfield, putting the Indians in position to extend their lead to 27-3.
#barner #ball #quarter #casey
He powered the Indians' 40-10 win over Kell (Marietta, GA) and was named MVP of the Corky Kell + Dave Hunter Classic after recording a 58-yard touchdown run and an interception.
Barner's TD run was his first carry of the season, a dash in which he broke through a couple defenders and outpaced the rest to break open the score 13-3 as the first quarter neared its end.
His interception in the third quarter was a beauty, using his closing speed to track down the ball and rip it away from a receiver who didn't look like he expected Barner to be there yet.
He returned the interception to midfield, putting the Indians in position to extend their lead to 27-3.
#barner #ball #quarter #casey
3 days ago
RKT trades 40% below its 52-week high but outpaced UWMC, falling just 2% Monday versus UWMC's sharper 6% drop.
REM's 52-week range of $20 to $24 and MTG's less than 1% Monday slip reflect broad mortgage sector rate sensitivity.
Rocket's technology platform and scale position it to capture mortgage market share if rates fall and industry consolidation accelerates.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Companies didn't make the cut. Grab the names FREE today.
Rocket Companies (NYSE:RKT) stock is slipping 2% to $14.50 in Tuesday trading after falling 2% Monday as higher rates and weak mortgage activity continued to weigh on the housing market. Rocket Companies stock remains more than 40% below its $24.36 52-week high, showing that the recent recovery has yet to erase the damage from the housing slowdown.
#week #high #market
REM's 52-week range of $20 to $24 and MTG's less than 1% Monday slip reflect broad mortgage sector rate sensitivity.
Rocket's technology platform and scale position it to capture mortgage market share if rates fall and industry consolidation accelerates.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Companies didn't make the cut. Grab the names FREE today.
Rocket Companies (NYSE:RKT) stock is slipping 2% to $14.50 in Tuesday trading after falling 2% Monday as higher rates and weak mortgage activity continued to weigh on the housing market. Rocket Companies stock remains more than 40% below its $24.36 52-week high, showing that the recent recovery has yet to erase the damage from the housing slowdown.
#week #high #market
4 days ago
With a market cap of $43.7 billion, Old Dominion Freight Line, Inc. (ODFL) is one of the largest North American LTL motor carriers, providing regional, inter-regional, and national LTL services through an extensive, union-free network across the continental United States. In addition to its core LTL services, the company offers expedited transportation, container drayage, truckload brokerage, and supply chain consulting through strategic alliances and an integrated service network.
Shares of the trucking firm have outpaced the broader market over the past 52 weeks. ODFL stock has gained 39.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company have surged 34.8% on a YTD basis, compared to SPX's 13.6% rise.
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#odfl #market #regional
Shares of the trucking firm have outpaced the broader market over the past 52 weeks. ODFL stock has gained 39.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company have surged 34.8% on a YTD basis, compared to SPX's 13.6% rise.
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As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock
#odfl #market #regional
4 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Large Cap Equity Fund". A copy of the letter can be downloaded here. The Large Cap Equity Fund's Institutional Class posted a return of 7.03% in Q2, trailing the 15.49% return of the Bloomberg U.S. 1000 Index. This disparity arose as equity markets surged amid economic resilience and easing Middle East tensions, while AI-related stock performance soared due to heightened investor interest in "AI bottleneck" beneficiaries, primarily semiconductor firms. Major positions in "hyperscaler" cloud providers yielded mixed results. Risk-on factors like momentum and growth significantly outpaced defensive factors. Despite the current volatility, the Fund maintains its philosophy of investing in quality companies at undervalued prices, believing this strategy will yield improved returns over time. The portfolio held ownership in 30 companies, with the top 10 comprising over half of the portfolio. The price-to-value ratio is in the upper-70s, indicating strong return potential. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Martin Marietta Materials, Inc. (NYSE:MLM). Martin Marietta Materials, Inc. (NYSE:MLM) is a building materials company that supplies aggregates and heavy-side building materials to the construction industry. On August 14, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $547.93 per share, reflecting a market capitalization of $32.91 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑1.03%, while its shares lost 9.11% over the past 52 weeks.
Weitz Investment Large Cap Equity Fund stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"We bought new positions in Martin Marietta Materials, Inc. (NYSE:MLM) and Veralto during the quarter. Both are repeat holdings, so we were able to act opportunistically and quickly at favorable prices. Martin Marietta is a leading aggregates producer with terrific ****** ets and a solid capital allocation track record. The investment is a natural extension of our longstanding "rocks and gravel" theme."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 65 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the potential of Martin Marietta Materials, Inc. (NYSE:MLM) 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
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Martin Marietta Materials, Inc. (NYSE:MLM). Martin Marietta Materials, Inc. (NYSE:MLM) is a building materials company that supplies aggregates and heavy-side building materials to the construction industry. On August 14, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $547.93 per share, reflecting a market capitalization of $32.91 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑1.03%, while its shares lost 9.11% over the past 52 weeks.
Weitz Investment Large Cap Equity Fund stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"We bought new positions in Martin Marietta Materials, Inc. (NYSE:MLM) and Veralto during the quarter. Both are repeat holdings, so we were able to act opportunistically and quickly at favorable prices. Martin Marietta is a leading aggregates producer with terrific ****** ets and a solid capital allocation track record. The investment is a natural extension of our longstanding "rocks and gravel" theme."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 65 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the potential of Martin Marietta Materials, Inc. (NYSE:MLM) 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
4 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Large Cap Equity Fund". A copy of the letter can be downloaded here. The Large Cap Equity Fund's Institutional Class posted a return of 7.03% in Q2, trailing the 15.49% return of the Bloomberg U.S. 1000 Index. This disparity arose as equity markets surged amid economic resilience and easing Middle East tensions, while AI-related stock performance soared due to heightened investor interest in "AI bottleneck" beneficiaries, primarily semiconductor firms. Major positions in "hyperscaler" cloud providers yielded mixed results. Risk-on factors like momentum and growth significantly outpaced defensive factors. Despite the current volatility, the Fund maintains its philosophy of investing in quality companies at undervalued prices, believing this strategy will yield improved returns over time. The portfolio held ownership in 30 companies, with the top 10 comprising over half of the portfolio. The price-to-value ratio is in the upper-70s, indicating strong return potential. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Old Dominion Freight Line, Inc. (NASDAQ:ODFL). Old Dominion Freight Line, Inc. (NASDAQ:ODFL) is a less-than-truckload motor carrier that provides regional, inter-regional, and national less-than-truckload services, as well as expedited transportation. On August 14, 2026, Old Dominion Freight Line, Inc. (NASDAQ:ODFL) closed at $210.97 per share. One-month return of Old Dominion Freight Line, Inc. (NASDAQ:ODFL) was 8.91%, and its shares gained 40.30% over the past 52 weeks. Old Dominion Freight Line, Inc. (NASDAQ:ODFL) has a market capitalization of $43.45 billion.
Weitz Investment Large Cap Equity Fund stated the following regarding Old Dominion Freight Line, Inc. (NASDAQ:ODFL) in its Q2 2026 investor letter:
"We sold the Fund's profitable investment in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) when the stock traded above our business value estimate. We respect and admire the company's management, culture, and methodical approach to building business value in the competitive trucking industry. While positive developments have been stacking up on several fronts, we think the stock price already reflects a strong volume recovery, robust pricing, and plenty of operating ratio improvement. We would gladly own the stock again at the right price."
#fund #weitz
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Old Dominion Freight Line, Inc. (NASDAQ:ODFL). Old Dominion Freight Line, Inc. (NASDAQ:ODFL) is a less-than-truckload motor carrier that provides regional, inter-regional, and national less-than-truckload services, as well as expedited transportation. On August 14, 2026, Old Dominion Freight Line, Inc. (NASDAQ:ODFL) closed at $210.97 per share. One-month return of Old Dominion Freight Line, Inc. (NASDAQ:ODFL) was 8.91%, and its shares gained 40.30% over the past 52 weeks. Old Dominion Freight Line, Inc. (NASDAQ:ODFL) has a market capitalization of $43.45 billion.
Weitz Investment Large Cap Equity Fund stated the following regarding Old Dominion Freight Line, Inc. (NASDAQ:ODFL) in its Q2 2026 investor letter:
"We sold the Fund's profitable investment in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) when the stock traded above our business value estimate. We respect and admire the company's management, culture, and methodical approach to building business value in the competitive trucking industry. While positive developments have been stacking up on several fronts, we think the stock price already reflects a strong volume recovery, robust pricing, and plenty of operating ratio improvement. We would gladly own the stock again at the right price."
#fund #weitz
4 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Large Cap Equity Fund". A copy of the letter can be downloaded here. The Large Cap Equity Fund's Institutional Class posted a return of 7.03% in Q2, trailing the 15.49% return of the Bloomberg U.S. 1000 Index. This disparity arose as equity markets surged amid economic resilience and easing Middle East tensions, while AI-related stock performance soared due to heightened investor interest in "AI bottleneck" beneficiaries, primarily semiconductor firms. Major positions in "hyperscaler" cloud providers yielded mixed results. Risk-on factors like momentum and growth significantly outpaced defensive factors. Despite the current volatility, the Fund maintains its philosophy of investing in quality companies at undervalued prices, believing this strategy will yield improved returns over time. The portfolio held ownership in 30 companies, with the top 10 comprising over half of the portfolio. The price-to-value ratio is in the upper-70s, indicating strong return potential. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Veralto Corporation (NYSE:VLTO) as a newly added position. Veralto Corporation (NYSE:VLTO) provides water ******* ytics, water treatment, marking and coding, and packaging and color solutions. On August 14, 2026, Veralto Corporation (NYSE:VLTO) closed at $97.68 per share. The one-month return of Veralto Corporation (NYSE:VLTO) was 4.86% and its shares lost 8.45% over the past 52 weeks. Veralto Corporation (NYSE:VLTO) has a market capitalization of $23.81 billion.
Weitz Investment Large Cap Equity Fund stated the following regarding Veralto Corporation (NYSE:VLTO) in its Q2 2026 investor letter:
"We bought new positions in Martin Marietta Materials and Veralto Corporation (NYSE:VLTO) during the quarter. Both are repeat holdings, so we were able to act opportunistically and quickly at favorable prices. Veralto enjoys leading market positions and enviable economics in its water quality and packaging, labeling, and product traceability businesses. We see a clear path to modest organic growth, operating margin expansion, and value-creating capital deployment."
Veralto Corporation (NYSE:VLTO) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Veralto Corporation (NYSE:VLTO) at the end of the first quarter which was 55 in the previous quarter. While we acknowledge the potential of Veralto Corporation (NYSE:VLTO) 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.
#vlto #i
In its Q2 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted Veralto Corporation (NYSE:VLTO) as a newly added position. Veralto Corporation (NYSE:VLTO) provides water ******* ytics, water treatment, marking and coding, and packaging and color solutions. On August 14, 2026, Veralto Corporation (NYSE:VLTO) closed at $97.68 per share. The one-month return of Veralto Corporation (NYSE:VLTO) was 4.86% and its shares lost 8.45% over the past 52 weeks. Veralto Corporation (NYSE:VLTO) has a market capitalization of $23.81 billion.
Weitz Investment Large Cap Equity Fund stated the following regarding Veralto Corporation (NYSE:VLTO) in its Q2 2026 investor letter:
"We bought new positions in Martin Marietta Materials and Veralto Corporation (NYSE:VLTO) during the quarter. Both are repeat holdings, so we were able to act opportunistically and quickly at favorable prices. Veralto enjoys leading market positions and enviable economics in its water quality and packaging, labeling, and product traceability businesses. We see a clear path to modest organic growth, operating margin expansion, and value-creating capital deployment."
Veralto Corporation (NYSE:VLTO) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Veralto Corporation (NYSE:VLTO) at the end of the first quarter which was 55 in the previous quarter. While we acknowledge the potential of Veralto Corporation (NYSE:VLTO) 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.
#vlto #i
4 days ago
Valued at a market cap of $220.6 billion, Seagate Technology Holdings plc (STX) is a pioneer in mass-capacity data storage, delivering advanced solutions that help hyperscale cloud providers, enterprises, and consumers unlock the full value of their data. With more than 45 years of innovation, Seagate continues to drive sustainable, high-performance storage solutions that support digital transformation and growth at scale.
Shares of the electronic storage maker have significantly outpaced the broader market over the past 52 weeks. STX stock has climbed 539.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.6%. Moreover, shares of the company have surged 258.7% on a YTD basis, compared to SPX's 13.6% gain.
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#seagate #shares #valued
Shares of the electronic storage maker have significantly outpaced the broader market over the past 52 weeks. STX stock has climbed 539.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.6%. Moreover, shares of the company have surged 258.7% on a YTD basis, compared to SPX's 13.6% gain.
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#seagate #shares #valued
6 days ago
The No. 6-ranked TCU soccer team opened its season with a thrilling road matchup against No. 22 Wisconsin on Thursday evening. With the match scoreless late in the first half, the Horned Frogs sent in a corner kick that the Badgers own-goaled. The goal, which came in the 79th minute, allowed TCU to edge out Wisconsin 1-0 and kick off the season with a 1-0 record. The Horned Frogs won the game despite not recording a single shot on goal and being outshot by the Badgers 13-2. Olivia Geller recorded six saves and the shutout for the Horned Frogs.
Wisconsin outpaced TCU 9-4 in corner kicks. Despite that, the Horned Frogs earned their first win over the Badgers in program history, as the team had been 0-2-1 over its previous three contests. The game marked the second time that TCU opened the season against a ranked opponent under coach Eric Bell. It was the first time under Bell that the Horned Frogs opened the season against a ranked opponent on the road. Four players (Kamdyn Fuller, Cameron Patton, Zoe Cuneio and Olivia Geller) were on the field for the full 90 minutes.
#season #opened
Wisconsin outpaced TCU 9-4 in corner kicks. Despite that, the Horned Frogs earned their first win over the Badgers in program history, as the team had been 0-2-1 over its previous three contests. The game marked the second time that TCU opened the season against a ranked opponent under coach Eric Bell. It was the first time under Bell that the Horned Frogs opened the season against a ranked opponent on the road. Four players (Kamdyn Fuller, Cameron Patton, Zoe Cuneio and Olivia Geller) were on the field for the full 90 minutes.
#season #opened
8 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was driven by a successful transition to a four-season brand, with closed-toe penetration increasing 500 basis points as management expands usage occasions beyond traditional sandals.
Direct-to-Consumer (DTC) growth of 16% outpaced wholesale for the first time in two years, fueled by a 50% increase in own retail revenue and high single-digit same-store sales.
Management attributed the 23% constant currency growth in APAC to high-quality, premium positioning, specifically noting that China grew over 50% and now represents the company's highest Average Selling Price (ASP) market.
Strategic scarcity and disciplined distribution maintained a 93% full-price realization in EMEA despite a broader market environment characterized by heavy promotional activity.
#high
Performance was driven by a successful transition to a four-season brand, with closed-toe penetration increasing 500 basis points as management expands usage occasions beyond traditional sandals.
Direct-to-Consumer (DTC) growth of 16% outpaced wholesale for the first time in two years, fueled by a 50% increase in own retail revenue and high single-digit same-store sales.
Management attributed the 23% constant currency growth in APAC to high-quality, premium positioning, specifically noting that China grew over 50% and now represents the company's highest Average Selling Price (ASP) market.
Strategic scarcity and disciplined distribution maintained a 93% full-price realization in EMEA despite a broader market environment characterized by heavy promotional activity.
#high
8 days ago
Atmos Energy (NYSE:ATO) posted year-to-date fiscal 2026 net income of $1.2 billion, or $7.33 per diluted share, a 14.5% increase over the prior-year period, according to the company's Q3 2026 earnings call held August 6. Management reaffirmed full-year earnings guidance of $8.40 to $8.50 per share. That combination, steady growth plus an unchanged outlook, usually reads as a quiet quarter. The details underneath it are anything but.
Atmos added nearly 51,000 new customers in the 12 months ending June 30, with almost 39,000 of those in Texas. The company also picked up 12 new industrial customers so far this fiscal year, expected to consume roughly 950,000 Mcf annually once fully operational, which management said is volumetrically equivalent to adding 18,000 residential customers. That is a meaningful load increase from a small customer count. Texas itself is doing heavy lifting here. The state added 30 Fortune 500 companies in 2026, bringing its total to 57, the highest level since 2010, and job growth outpaced the national rate over the trailing 12 months.
On the infrastructure side, Atmos Pipeline Texas is running several projects at once southeast of the Dallas-Fort Worth Metroplex, including 29 miles of 36-inch pipeline connecting two compressor stations to the Tri-City storage facility, plus a new compressor station in Carthage and the final 15-mile phase of a project that completes a 92-mile pipeline loop. All of it is slated to be in service by the end of the calendar year. Regulatory mechanics are working in the company's favor too. This month Atmos will file for $160 million to $165 million in Rider REV revenue credits for the period running November 1, 2026 through October 31, 2027, which, if approved, would bring ***** ulative customer savings under that mechanism to more than $300 million since November 2023. The balance sheet backs it up: 60% equity capitalization as of June 30, no short-term debt outstanding, and $4.6 billion in available liquidity.
Not everything in the print is a tailwind. A big piece of this year's earnings growth came from unusually wide spreads on APT's through-system gas transport business, which averaged $4.66 over the first nine months of fiscal 2026 versus $1.77 a year earlier. Management said those spreads have narrowed significantly since June, as new pipeline takeaway capacity came online, some of it earlier than expected. That is the exact dynamic that inflated the prior comparison, now working in reverse.
#atmos #earnings #Growth
Atmos added nearly 51,000 new customers in the 12 months ending June 30, with almost 39,000 of those in Texas. The company also picked up 12 new industrial customers so far this fiscal year, expected to consume roughly 950,000 Mcf annually once fully operational, which management said is volumetrically equivalent to adding 18,000 residential customers. That is a meaningful load increase from a small customer count. Texas itself is doing heavy lifting here. The state added 30 Fortune 500 companies in 2026, bringing its total to 57, the highest level since 2010, and job growth outpaced the national rate over the trailing 12 months.
On the infrastructure side, Atmos Pipeline Texas is running several projects at once southeast of the Dallas-Fort Worth Metroplex, including 29 miles of 36-inch pipeline connecting two compressor stations to the Tri-City storage facility, plus a new compressor station in Carthage and the final 15-mile phase of a project that completes a 92-mile pipeline loop. All of it is slated to be in service by the end of the calendar year. Regulatory mechanics are working in the company's favor too. This month Atmos will file for $160 million to $165 million in Rider REV revenue credits for the period running November 1, 2026 through October 31, 2027, which, if approved, would bring ***** ulative customer savings under that mechanism to more than $300 million since November 2023. The balance sheet backs it up: 60% equity capitalization as of June 30, no short-term debt outstanding, and $4.6 billion in available liquidity.
Not everything in the print is a tailwind. A big piece of this year's earnings growth came from unusually wide spreads on APT's through-system gas transport business, which averaged $4.66 over the first nine months of fiscal 2026 versus $1.77 a year earlier. Management said those spreads have narrowed significantly since June, as new pipeline takeaway capacity came online, some of it earlier than expected. That is the exact dynamic that inflated the prior comparison, now working in reverse.
#atmos #earnings #Growth
16 days ago
Valued at a market cap of $27.3 billion, Regions Financial Corporation (RF) is one of the world's largest financial services firms. The New York-based company operates globally through Consumer & Community Banking, Commercial & Investment Bank, and ***** et & Wealth Management segments, offering a full suite of banking, payments, lending, and investment solutions.
Shares of the Birmingham, Alabama-based company have outpaced the broader market over the past 52 weeks. RF stock has increased 27.1% over this time frame, while the broader S&P 500 Index ($SPX) has returned 23.6%. Moreover, shares of the company are up 18% on a YTD basis, compared to SPX's 13.7% gain.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#banking #based
Shares of the Birmingham, Alabama-based company have outpaced the broader market over the past 52 weeks. RF stock has increased 27.1% over this time frame, while the broader S&P 500 Index ($SPX) has returned 23.6%. Moreover, shares of the company are up 18% on a YTD basis, compared to SPX's 13.7% gain.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#banking #based
17 days ago
With a market cap of $99.2 billion, U.S. Bancorp (USB) delivers a wide range of banking, lending, payment, investment, and trust services to individuals, businesses, institutions, and government entities. It operates across multiple segments, including consumer and business banking, wealth management, payment services, and corporate and institutional banking.
Shares of the Minneapolis, Minnesota-based company have outpaced the broader market over the past 52 weeks. USB stock has increased 43.5% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.8%. Moreover, shares of the company are up 19.4% on a YTD basis, compared to SPX's 11% gain.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#banking #minneapolis
Shares of the Minneapolis, Minnesota-based company have outpaced the broader market over the past 52 weeks. USB stock has increased 43.5% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.8%. Moreover, shares of the company are up 19.4% on a YTD basis, compared to SPX's 11% gain.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#banking #minneapolis
17 days ago
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.
Top 5 Upgrades:
Deutsche Bank upgraded Palantir (PLTR) to Buy from Hold with an unchanged price target of $200. The firm views the company's Q2 report as "exceptional."
Oppenheimer upgraded Inspire Medical (INSP) to Outperform from Perform with an $85 price target. The firm notes the company's Q2 revenues of $201M slightly outpaced estimates, and argues that at these levels, there is "noisy" value to the story as a mid to high single digit grower.
UBS upgraded BBB Foods (TBBB) to Buy from Neutral with a price target of $51, up from $43. The company has delivered same-store-sales well ahead of inflation and its business benefits from consumers seeking value, the firm tells investors in a research note.
Leerink upgraded Replimune (REPL) to Outperform from Market Perform with a price target of $17, up from $11. The firm has "high conviction" the FDA will grant RP-1 plus nivolumab accelerated approval.
#price #target #calls
Top 5 Upgrades:
Deutsche Bank upgraded Palantir (PLTR) to Buy from Hold with an unchanged price target of $200. The firm views the company's Q2 report as "exceptional."
Oppenheimer upgraded Inspire Medical (INSP) to Outperform from Perform with an $85 price target. The firm notes the company's Q2 revenues of $201M slightly outpaced estimates, and argues that at these levels, there is "noisy" value to the story as a mid to high single digit grower.
UBS upgraded BBB Foods (TBBB) to Buy from Neutral with a price target of $51, up from $43. The company has delivered same-store-sales well ahead of inflation and its business benefits from consumers seeking value, the firm tells investors in a research note.
Leerink upgraded Replimune (REPL) to Outperform from Market Perform with a price target of $17, up from $11. The firm has "high conviction" the FDA will grant RP-1 plus nivolumab accelerated approval.
#price #target #calls
21 days ago
I have long thought that one of the best ways to invest in artificial intelligence (AI) and its infrastructure is to find a company that provides a product or service so compelling that it essentially dwarfs the competition. That's why two of my favorite stocks in the semiconductor supply chain are Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML).
Both of these companies have been more-than-solid winners over the last five years, with net income for Taiwan Semiconductor (TSMC for short) rising 251% in that time, and revenue increasing by 165%. ASML has been strong as well, with better than 90% gains in both net income and revenue.
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 »
Their shares in the last five years have outpaced the tech-heavy Nasdaq Composite by a wide margin.
Both of these AI stocks have been great investments. But as we look forward, which appears to be the better AI play?
#asml #semiconductor #signal #NASDAQ
Both of these companies have been more-than-solid winners over the last five years, with net income for Taiwan Semiconductor (TSMC for short) rising 251% in that time, and revenue increasing by 165%. ASML has been strong as well, with better than 90% gains in both net income and revenue.
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 »
Their shares in the last five years have outpaced the tech-heavy Nasdaq Composite by a wide margin.
Both of these AI stocks have been great investments. But as we look forward, which appears to be the better AI play?
#asml #semiconductor #signal #NASDAQ
22 days ago
With five months left, 2026 has shaped up as another banner year for the stock market. The iconic Dow Jones Industrial Average (DJINDICES: ^DJI), broad-based S&P 500 (SNPINDEX: ^GSPC), and innovation-driven Nasdaq Composite (NASDAQINDEX: ^IXIC) have rallied 10%, 9%, and 7%, respectively, since the beginning of the year.
Above-average annualized returns are nothing new with President Donald Trump in the White House. While the stock market advances under most presidents, the annualized returns of Wall Street's major stock indexes under Trump have outpaced most other presidents since the late 1890s. But this trend may not last much longer if the Federal Reserve raises interest rates.
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 »
Although the Federal Open Market Committee (FOMC) -- the 12-person body, including Fed Chair Kevin Warsh, responsible for setting the nation's monetary policy -- acts independently within the U.S. government, this hasn't stopped President Trump from critiquing his new Fed chair and/or the FOMC about their decisions on interest rates.
Shortly after Trump was inaugurated for his second, non-consecutive term on Jan. 20, 2025, he began publicly feuding with then-Fed Chair Jerome Powell (whom he appointed during his first term). Although the Powell-led FOMC lowered the federal funds target rate on six occasions from September 2024 to December 2025, to its current range of 3.5% to 3.75%, the president has opined that interest rates should be reduced to 1% or lower.
#signal
Above-average annualized returns are nothing new with President Donald Trump in the White House. While the stock market advances under most presidents, the annualized returns of Wall Street's major stock indexes under Trump have outpaced most other presidents since the late 1890s. But this trend may not last much longer if the Federal Reserve raises interest rates.
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 »
Although the Federal Open Market Committee (FOMC) -- the 12-person body, including Fed Chair Kevin Warsh, responsible for setting the nation's monetary policy -- acts independently within the U.S. government, this hasn't stopped President Trump from critiquing his new Fed chair and/or the FOMC about their decisions on interest rates.
Shortly after Trump was inaugurated for his second, non-consecutive term on Jan. 20, 2025, he began publicly feuding with then-Fed Chair Jerome Powell (whom he appointed during his first term). Although the Powell-led FOMC lowered the federal funds target rate on six occasions from September 2024 to December 2025, to its current range of 3.5% to 3.75%, the president has opined that interest rates should be reduced to 1% or lower.
#signal
22 days ago
Valued at a market cap of $923.7 billion, JPMorgan Chase & Co. (JPM) is one of the world's leading financial services firms, with a strong global presence across investment banking, consumer and commercial banking, financial transaction processing, and ******* et management. As of June 30, 2026, the company reported $5.0 trillion in ******* ets and $375 billion in stockholders' equity, serving millions of customers and many of the world's leading corporate, institutional, and government clients under the J.P. Morgan and Chase brands.
Shares of the New York-based company have outpaced the broader market over the past 52 weeks. JPM stock has increased 15.7% over this time frame, while the broader S&P 500 Index ($SPX) has returned 14.8%. Moreover, shares of the company are up 7.5% on a YTD basis, compared to SPX's 6.9% gain.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#chase #market #billion
Shares of the New York-based company have outpaced the broader market over the past 52 weeks. JPM stock has increased 15.7% over this time frame, while the broader S&P 500 Index ($SPX) has returned 14.8%. Moreover, shares of the company are up 7.5% on a YTD basis, compared to SPX's 6.9% gain.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#chase #market #billion
23 days ago
Meta's stock is tumbling as its AI bets wipe out most of its free cash flow.
One ******* yst said its latest AI rollouts feel like "throwing spaghetti on the wall."
Meta says its AI investments are accelerating its core business, and there's much more to come.
Meta's AI strategy is, once again, worrying investors.
The social media giant's stock tumbled 10% on Wednesday after it disclosed that its capital expenditure growth far outpaced revenue growth.
#tumbling #bets #flow
One ******* yst said its latest AI rollouts feel like "throwing spaghetti on the wall."
Meta says its AI investments are accelerating its core business, and there's much more to come.
Meta's AI strategy is, once again, worrying investors.
The social media giant's stock tumbled 10% on Wednesday after it disclosed that its capital expenditure growth far outpaced revenue growth.
#tumbling #bets #flow
23 days ago
Valued at a market cap of $47.7 billion, PG&E Corporation (PCG) is the parent company of Pacific Gas and Electric Company, California's largest regulated electric and gas utility. Its utility serves approximately 16 million Californians across a 70,000-square-mile service area spanning Northern and Central California.
Shares of the Oakland, California-based company have outpaced the broader market over the past 52 weeks. PCG stock has increased nearly 28% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.2%. Moreover, shares of the company are up 11.4% on a YTD basis, compared to SPX's 8.2% gain.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#company #market
Shares of the Oakland, California-based company have outpaced the broader market over the past 52 weeks. PCG stock has increased nearly 28% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.2%. Moreover, shares of the company are up 11.4% on a YTD basis, compared to SPX's 8.2% gain.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#company #market
23 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributed the 18% year-over-year revenue growth to a rapid shift in market conditions favoring transportation providers, marking the first time since 2021 that Q2 volumes outpaced pre-pandemic seasonality.
The heavy haul service offering emerged as a primary growth engine, with revenue increasing 18% driven by robust demand in data center infrastructure, aerospace, and energy sectors.
BCO truck count showed its strongest quarterly improvement since early 2022, which management linked to a compelling variable pay model and structural improvements in the recruiting process.
The company reported a significant tightening in truck capacity, evidenced by a 14.4% sequential increase in truck revenue per load, the largest such jump in 15 years.
#revenue
Management attributed the 18% year-over-year revenue growth to a rapid shift in market conditions favoring transportation providers, marking the first time since 2021 that Q2 volumes outpaced pre-pandemic seasonality.
The heavy haul service offering emerged as a primary growth engine, with revenue increasing 18% driven by robust demand in data center infrastructure, aerospace, and energy sectors.
BCO truck count showed its strongest quarterly improvement since early 2022, which management linked to a compelling variable pay model and structural improvements in the recruiting process.
The company reported a significant tightening in truck capacity, evidenced by a 14.4% sequential increase in truck revenue per load, the largest such jump in 15 years.
#revenue
23 days ago
With a market cap of $36.2 billion, Expedia Group, Inc. (EXPE) is a leading global travel marketplace dedicated to helping people explore the world through seamless and personalized travel experiences. Powered by trusted brands such as Expedia, Hotels.com, and Vrbo, the company connects travelers, partners, and advertisers across more than 70 countries through innovative technology and a robust travel ecosystem.
Shares of the Seattle, Washington-based company have outpaced the broader market over the past 52 weeks. EXPE stock has climbed 58% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.3%. However, shares of the company are up 4.4% on a YTD basis, lagging behind SPX's 8.5% return.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#Stock #expedia #broader #group
Shares of the Seattle, Washington-based company have outpaced the broader market over the past 52 weeks. EXPE stock has climbed 58% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.3%. However, shares of the company are up 4.4% on a YTD basis, lagging behind SPX's 8.5% return.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#Stock #expedia #broader #group
26 days ago
While AI stocks have generally been hugely successful for shareholders, not every artificial intelligence (AI) company is riding high right now. ServiceNow (NYSE: NOW) stock is trading down 51% from recent highs, and Palantir Technologies (NASDAQ: PLTR) has slid 18% over the past 12 months.
With these declines, some investors are likely wondering which AI stock is the better one to buy right now. Here's what investors should know.
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 »
Despite Palantir's significant share price declines this year, the company reported some impressive results in its first quarter (which ended March 31). Palantir's sales increased 85% to $1.6 billion, and adjusted non-GAAP (adjusted) earnings spiked 154% to $0.33 per share. Both results easily outpaced Wall Street's consensus estimates.
Palantir also reported that its total contract value is now $2.4 billion, up 61% from the year-ago quarter, and that it signed 72 deals worth at least $5 million and 47 deals of at least $10 million.
#signal #down
With these declines, some investors are likely wondering which AI stock is the better one to buy right now. Here's what investors should know.
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 »
Despite Palantir's significant share price declines this year, the company reported some impressive results in its first quarter (which ended March 31). Palantir's sales increased 85% to $1.6 billion, and adjusted non-GAAP (adjusted) earnings spiked 154% to $0.33 per share. Both results easily outpaced Wall Street's consensus estimates.
Palantir also reported that its total contract value is now $2.4 billion, up 61% from the year-ago quarter, and that it signed 72 deals worth at least $5 million and 47 deals of at least $10 million.
#signal #down
1 month ago
July 15, 2026, 9:06 am EDT
U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
1 month ago
Logistics warehouse operator Prologis reported another quarter of record lease signings, prompting it to raise earnings guidance for a second time this year. The San Francisco-based real estate investment trust's second-quarter results came in ahead of ***** ysts' forecasts Thursday before the market opened.
Prologis (NYSE: PLD) reported consolidated revenue of $2.43 billion, which was 11% higher year over year and ahead of a $2.16 billion consensus estimate. Core funds from operations (FFO) of $1.63 per share were 17 cents higher y/y and 8 cents better than ***** ysts' expectations.
"We believe the business is entering its next phase of growth," said CEO Dan Letter in a news release. "Customer demand is broadening, and our opportunity set is expanding as logistics, digital infrastructure and energy needs increasingly intersect."
Lease signings covering 67 million square feet of ***** e outpaced the prior record set in the first quarter. Leases commenced totaled 61.7 million square feet, up 21% y/y.
Average occupancy improved 10 basis points y/y to 95%, which was 30 bps lower sequentially. Net effective rent change on Prologis' portfolio of multiyear leases was 36.9% in the quarter, near the company's goal of 40% for full-year 2026.
Prologis (NYSE: PLD) reported consolidated revenue of $2.43 billion, which was 11% higher year over year and ahead of a $2.16 billion consensus estimate. Core funds from operations (FFO) of $1.63 per share were 17 cents higher y/y and 8 cents better than ***** ysts' expectations.
"We believe the business is entering its next phase of growth," said CEO Dan Letter in a news release. "Customer demand is broadening, and our opportunity set is expanding as logistics, digital infrastructure and energy needs increasingly intersect."
Lease signings covering 67 million square feet of ***** e outpaced the prior record set in the first quarter. Leases commenced totaled 61.7 million square feet, up 21% y/y.
Average occupancy improved 10 basis points y/y to 95%, which was 30 bps lower sequentially. Net effective rent change on Prologis' portfolio of multiyear leases was 36.9% in the quarter, near the company's goal of 40% for full-year 2026.
1 month ago
This article was originally published on ETFTrends.com.
In my former career as a stock research ******* yst, a unique dynamic always signaled a high-conviction idea. While I sat there building out earnings models and reworking valuation ******* umptions, the technical ******* ysts would look for relative strength or weakness. The chartists would regularly poke holes in my fundamental ******* ysis recommendations. However, occasionally, my research would independently flag an undervalued stock that the technical ******* ysis supported as a breakout. The recently launched Defiance KSM TipRanks ******* yst ETF (RANK) brings these two investment approaches together nicely. The new index ETF can act as a bridge that blends fundamental research and momentum investing.
The newly launched RANK ETF blends fundamental ******* ysis and technical trends in one TipRanks index approach.
Risk management constraints keep individual stock weights capped at 6% and Walmart (WMT) was a recent top position.
RANK's underlying TipRanks index outpaced standalone strategies over a trailing three-year stretch, achieving a 37% annualized return as of June 2026.
In my former career as a stock research ******* yst, a unique dynamic always signaled a high-conviction idea. While I sat there building out earnings models and reworking valuation ******* umptions, the technical ******* ysts would look for relative strength or weakness. The chartists would regularly poke holes in my fundamental ******* ysis recommendations. However, occasionally, my research would independently flag an undervalued stock that the technical ******* ysis supported as a breakout. The recently launched Defiance KSM TipRanks ******* yst ETF (RANK) brings these two investment approaches together nicely. The new index ETF can act as a bridge that blends fundamental research and momentum investing.
The newly launched RANK ETF blends fundamental ******* ysis and technical trends in one TipRanks index approach.
Risk management constraints keep individual stock weights capped at 6% and Walmart (WMT) was a recent top position.
RANK's underlying TipRanks index outpaced standalone strategies over a trailing three-year stretch, achieving a 37% annualized return as of June 2026.
1 month ago
When the Lions fell to the 49ers 34-31 in the NFC Championship at the end of the 2023 season in heartbreaking fashion, head coach Dan Campbell addressed the team and told them that might have been their only shot. He didn’t say it was their only shot, or that he believed it was their only shot, but that it does happen that teams think they have a window when it turns out all they had was a clogged vent. Two years later, it’s looking a little like he might have been right on. The 2024 Lions went 15-2 and claimed the 1 seed in the NFC, but they got blown out by the Commanders in their lone playoff game. Last year, they fell further, going 9-8 and actually finishing last in the NFC North. Now, Jared Goff turns 32 in October. The offensive line has taken a step back. The secondary was the team’s weak spot before everything happened with Terrion Arnold. As of right now, the Lions are still the favorites in the NFC North, but the Packers and Bears are right there, and the Vikings could pop if Kyler Murray still has it. So the window isn’t closed. But if things don’t work for the Lions in 2026, the questions are really going to start up in earnest.
Four quarterbacks have finished as fantasy QB1s each of the last four years. Three of them should be pretty easy to guess — Josh Allen, Jalen Hurts and Patrick Mahomes. The fourth is Jared Goff, who has been the QB10, QB7, QB6 and QB8 across the last four seasons. Goff is fifth in total fantasy scoring in that time, behind the other three and Lamar Jackson.
Despite all that, Goff is QB16 in early ADP this year. The reason for that is pretty simple — he doesn’t carry the ceiling of the other quarterbacks. One of Goff’s biggest virtues during is stretch of success has been healthy, because he hasn’t missed a game since 2021. In fantasy points per game, his rankings have been QB14, QB14, QB7 and QB13. But look at those numbers again. Even if you look at the numbers in the unfriendliest way for Goff, he has still outpaced his current ADP for four years in a row.
Despite all that, Goff is QB16 in early ADP this year. The reason for that is pretty simple — he doesn’t carry the ceiling of the other quarterbacks. One of Goff’s biggest virtues during is stretch of success has been healthy, because he hasn’t missed a game since 2021. In fantasy points per game, his rankings have been QB14, QB14, QB7 and QB13. But look at those numbers again. Even if you look at the numbers in the unfriendliest way for Goff, he has still outpaced his current ADP for four years in a row. At quarterback — a position where people traditionally draft only one player, hope for health, and then just find someone to fill in on the bye — availability is a phenomenal ability, and Goff provides that. John Morton proved not to be what the team wanted in replacing Ben Johnson last year, with Drew Petzing replacing him as offensive coordinator for 2026. So there’s every reason to expect the offense to bounce back in 2026, and Goff still has elite
Four quarterbacks have finished as fantasy QB1s each of the last four years. Three of them should be pretty easy to guess — Josh Allen, Jalen Hurts and Patrick Mahomes. The fourth is Jared Goff, who has been the QB10, QB7, QB6 and QB8 across the last four seasons. Goff is fifth in total fantasy scoring in that time, behind the other three and Lamar Jackson.
Despite all that, Goff is QB16 in early ADP this year. The reason for that is pretty simple — he doesn’t carry the ceiling of the other quarterbacks. One of Goff’s biggest virtues during is stretch of success has been healthy, because he hasn’t missed a game since 2021. In fantasy points per game, his rankings have been QB14, QB14, QB7 and QB13. But look at those numbers again. Even if you look at the numbers in the unfriendliest way for Goff, he has still outpaced his current ADP for four years in a row.
Despite all that, Goff is QB16 in early ADP this year. The reason for that is pretty simple — he doesn’t carry the ceiling of the other quarterbacks. One of Goff’s biggest virtues during is stretch of success has been healthy, because he hasn’t missed a game since 2021. In fantasy points per game, his rankings have been QB14, QB14, QB7 and QB13. But look at those numbers again. Even if you look at the numbers in the unfriendliest way for Goff, he has still outpaced his current ADP for four years in a row. At quarterback — a position where people traditionally draft only one player, hope for health, and then just find someone to fill in on the bye — availability is a phenomenal ability, and Goff provides that. John Morton proved not to be what the team wanted in replacing Ben Johnson last year, with Drew Petzing replacing him as offensive coordinator for 2026. So there’s every reason to expect the offense to bounce back in 2026, and Goff still has elite
2 months ago
Byron Young has established himself as one of the best young edge rushers in football, but The Athletic's Nate Atkins suggests it's "very unlikely" the Rams retain him beyond the 2026 season.
The numbers make clear why Young's price tag is about to become a problem. In 2025, he set career highs across the board, leading the Rams in sacks (12.5), quarterback hits (29) and tackles for loss (12) while finishing fifth on the team in total tackles. All production that has vastly outpaced his third-round draft slot in 2023.
That kind of tape typically points to a market-resetting extension. Instead, it points toward a difficult goodbye. Young's next deal is expected to be worth well over $100 million, with some projections landing around four years and $145 million.
The Rams' own spending has made that math even harder. Los Angeles' trade for Myles Garrett and the subsequent reworking of his contract signaled the team is prioritizing its investment at the position elsewhere, leaving less room to also pay Young top-of-market money. With Puka Nacua and Kobie Turner both extension-eligible as well, the Rams simply may not have the cap ******* e to keep every member of their loaded 2023 draft class around.
Los Angeles could still franchise tag Young for a season if it wants more time, but that would only delay the inevitable given his age, market value and the number of other stars the front office needs to pay. Barring a surprising change of course, Young's dominant tenure in Los Angeles may be nearing its final year.
The numbers make clear why Young's price tag is about to become a problem. In 2025, he set career highs across the board, leading the Rams in sacks (12.5), quarterback hits (29) and tackles for loss (12) while finishing fifth on the team in total tackles. All production that has vastly outpaced his third-round draft slot in 2023.
That kind of tape typically points to a market-resetting extension. Instead, it points toward a difficult goodbye. Young's next deal is expected to be worth well over $100 million, with some projections landing around four years and $145 million.
The Rams' own spending has made that math even harder. Los Angeles' trade for Myles Garrett and the subsequent reworking of his contract signaled the team is prioritizing its investment at the position elsewhere, leaving less room to also pay Young top-of-market money. With Puka Nacua and Kobie Turner both extension-eligible as well, the Rams simply may not have the cap ******* e to keep every member of their loaded 2023 draft class around.
Los Angeles could still franchise tag Young for a season if it wants more time, but that would only delay the inevitable given his age, market value and the number of other stars the front office needs to pay. Barring a surprising change of course, Young's dominant tenure in Los Angeles may be nearing its final year.
