1 hr. ago
Billionaire technology investor Peter Thiel's hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp. (NYSE:VST) at the end of Q2 2026, worth about $59.1 million.
The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce ******* et in the next leg of the AI buildout. Data centers need large blocks of reliable power, and Vistra owns a broad generation fleet with exposure to fast-growing power markets. Wolfe Research has argued that the market may be underestimating Vistra's ability to convert data-center demand into sustained EBITDA and free-cash-flow growth.
Image by Markus Distelrath from Pixabay
There is also a valuation wrinkle though. Recent Insider Monkey ******* ysis put Vistra at roughly 15.8 times forward earnings, below Constellation Energy at about 22.9 times. Vistra Corp. (NYSE:VST) does not have Constellation's same nuclear-heavy contracted profile, but that discount gives the stock room to rerate if data-center contracts make more of its future cash flows visible.
The caution is that Thiel Macro's Q2 filing says nothing about why the fund owns Vistra, or exactly when during the quarter it accumulated the position. The filing establishes the position at quarter end, not a same-day purchase and not Peter Thiel's reasoning for holding it. It would be sloppy to call it an AI bet on Thiel's behalf. Power prices, hedges, plant economics and capital allocation can matter as much as data-center headlines, and a cheap multiple versus Constellation can persist if investors continue to prefer nuclear ******* ets and long-duration contracts.
#constellation
The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce ******* et in the next leg of the AI buildout. Data centers need large blocks of reliable power, and Vistra owns a broad generation fleet with exposure to fast-growing power markets. Wolfe Research has argued that the market may be underestimating Vistra's ability to convert data-center demand into sustained EBITDA and free-cash-flow growth.
Image by Markus Distelrath from Pixabay
There is also a valuation wrinkle though. Recent Insider Monkey ******* ysis put Vistra at roughly 15.8 times forward earnings, below Constellation Energy at about 22.9 times. Vistra Corp. (NYSE:VST) does not have Constellation's same nuclear-heavy contracted profile, but that discount gives the stock room to rerate if data-center contracts make more of its future cash flows visible.
The caution is that Thiel Macro's Q2 filing says nothing about why the fund owns Vistra, or exactly when during the quarter it accumulated the position. The filing establishes the position at quarter end, not a same-day purchase and not Peter Thiel's reasoning for holding it. It would be sloppy to call it an AI bet on Thiel's behalf. Power prices, hedges, plant economics and capital allocation can matter as much as data-center headlines, and a cheap multiple versus Constellation can persist if investors continue to prefer nuclear ******* ets and long-duration contracts.
#constellation
1 hr. ago
Duolingo shares rose about 7% on September 1 after Evercore ISI upgraded the stock from In Line to Outperform and doubled its price target from $105 to $210. From the prior closing level, the new objective implied roughly 42% upside. The **** yst's central argument was that competitive fears around general-purpose products such as ChatGPT had become exaggerated. Duolingo, Inc. (NASDAQ:DUOL) still owns a habit-forming consumer product, a global brand, and a large base of learners who want structure rather than an open-ended chatbot.
Andrey_Popov/Shutterstock.com
That distinction matters. A language model can explain grammar, simulate conversation, and create personalized exercises, but it does not automatically reproduce Duolingo's streaks, curriculum, social reinforcement, or mobile distribution. Duolingo can also use the same models to create content faster and improve speaking practice. Evercore raised its 2027 and 2028 earnings estimates, suggesting that AI may support engagement and operating leverage instead of simply eroding the moat.
The bear case is not imaginary. Chatbots are improving quickly, and voice interaction makes free-form tutoring more natural. Consumers can divide their time among many inexpensive applications, while Duolingo must keep spending on product development and marketing to remain distinctive. A doubled price target following a major decline may signal that expectations became too low, but it does not prove that competitive pressure has peaked. Valuation can still compress if user growth or bookings slow.
Hedge funds leaned modestly more bullish in Q2. Insider Monkey counted 39 funds holding Duolingo, Inc. (NASDAQ:DUOL), up from 37 in Q1. AQR Capital Management increased its stake more than twentyfold to 2,332,543 shares, one of the quarter's clearest institutional changes. The filing cannot show whether that was a long-term conviction bet, a quantitative signal, or a hedge.
#NASDAQ #duol #hedge #price
Andrey_Popov/Shutterstock.com
That distinction matters. A language model can explain grammar, simulate conversation, and create personalized exercises, but it does not automatically reproduce Duolingo's streaks, curriculum, social reinforcement, or mobile distribution. Duolingo can also use the same models to create content faster and improve speaking practice. Evercore raised its 2027 and 2028 earnings estimates, suggesting that AI may support engagement and operating leverage instead of simply eroding the moat.
The bear case is not imaginary. Chatbots are improving quickly, and voice interaction makes free-form tutoring more natural. Consumers can divide their time among many inexpensive applications, while Duolingo must keep spending on product development and marketing to remain distinctive. A doubled price target following a major decline may signal that expectations became too low, but it does not prove that competitive pressure has peaked. Valuation can still compress if user growth or bookings slow.
Hedge funds leaned modestly more bullish in Q2. Insider Monkey counted 39 funds holding Duolingo, Inc. (NASDAQ:DUOL), up from 37 in Q1. AQR Capital Management increased its stake more than twentyfold to 2,332,543 shares, one of the quarter's clearest institutional changes. The filing cannot show whether that was a long-term conviction bet, a quantitative signal, or a hedge.
#NASDAQ #duol #hedge #price
2 hours ago
An auction of the retail empire formerly owned by the Barclay family is set to be shelved after bidders failed to meet the £2bn asking price.
Very Group, the online retailer that also owns the Littlewoods brand, was bought by US private equity firm Carlyle for a nominal £1 sum last year and subsequently put up for sale.
But plans to sell the company now appear to be in jeopardy after none of the potential suitors, which included Chinese online giant JD.com, came up with offers large enough to meet Carlyle's demands, Sky News reported.
Carlyle, which had been Very's main creditor, seized control of Very in November following the collapse of the Barclay empire amid a dispute with Lloyds Banking Group about unpaid debts.
In addition to JD.com, possible bidders are said to have included investment firm Elliott, which owns Waterstones, and plus-size online retailer N Brown, which owns the Jacamo and Simply Be brands.
#owns #group #bidders #meet
Very Group, the online retailer that also owns the Littlewoods brand, was bought by US private equity firm Carlyle for a nominal £1 sum last year and subsequently put up for sale.
But plans to sell the company now appear to be in jeopardy after none of the potential suitors, which included Chinese online giant JD.com, came up with offers large enough to meet Carlyle's demands, Sky News reported.
Carlyle, which had been Very's main creditor, seized control of Very in November following the collapse of the Barclay empire amid a dispute with Lloyds Banking Group about unpaid debts.
In addition to JD.com, possible bidders are said to have included investment firm Elliott, which owns Waterstones, and plus-size online retailer N Brown, which owns the Jacamo and Simply Be brands.
#owns #group #bidders #meet
2 hours ago
Noting that long-held KLA Corporation (NASDAQ:KLAC) shares had pulled back significantly after peaking past $300 in June, a caller on the September 1 episode of Mad Money asked if it is a buy, hold, or sell. In response, Jim Cramer said:
I think it's a great company. It is up 40% for the year. Its price-to-earnings multiple is still too high. It does great intellectual property. I think if you wanted to buy some here, it's fine. But again, I would not put a lot of it on. Why? Because these are all semiconductor capital equipment companies that I've been talking about this evening. They're extremely volatile. You can buy a quarter… and then you have to wait no more than that because we have to see what happens. I don't want you to put on too much money at one level in a stock this volatile.
KLA Corporation (NASDAQ:KLAC) has built an extraordinary business by dominating the semiconductor process control and inspection market. Advanced-node, high-bandwidth-memory and complex logic manufacturing increasingly requires sophisticated inspection and metrology tools, an area where KLA holds a leading position. The deep competitive moat and exceptional intellectual property make it an important player in the semiconductor supply chain. For long-term investors, this technical leadership provides a solid foundation that exceeds routine industry ups and downs.
Even with top-tier technology, KLA Corporation's (NASDAQ:KLAC) sharp climb leaves little room for error. Up nearly 33% year-to-date at the time of writing and trading at a forward multiple of 31.65x, the valuation shows a heavy dose of optimism. Semiconductor capital equipment stocks are notoriously cyclical and ******* e to sharp price swings, meaning that a pullback from recent highs can quickly turn into a deeper correction if market sentiment shifts or fab spending slows down.
Wall Street's major players keep a close watch on KLA Corporation (NASDAQ:KLAC) as a reliable gauge of overall semiconductor capital spending. According to Insider Monkey's database tracking elite hedge funds, 81 funds held a position in the stock during the second quarter, up from 71 in the previous quarter, showing clear institutional interest. Arrowstreet Capital remained the company's top shareholder in the second quarter, despite reducing its position by 41% to 4.7 million shares. At the same time, short interest sits at just 2.16% of the float, indicating that professional bears are largely keeping their distance despite the company's high price tag.
#NASDAQ #klac #quarter
I think it's a great company. It is up 40% for the year. Its price-to-earnings multiple is still too high. It does great intellectual property. I think if you wanted to buy some here, it's fine. But again, I would not put a lot of it on. Why? Because these are all semiconductor capital equipment companies that I've been talking about this evening. They're extremely volatile. You can buy a quarter… and then you have to wait no more than that because we have to see what happens. I don't want you to put on too much money at one level in a stock this volatile.
KLA Corporation (NASDAQ:KLAC) has built an extraordinary business by dominating the semiconductor process control and inspection market. Advanced-node, high-bandwidth-memory and complex logic manufacturing increasingly requires sophisticated inspection and metrology tools, an area where KLA holds a leading position. The deep competitive moat and exceptional intellectual property make it an important player in the semiconductor supply chain. For long-term investors, this technical leadership provides a solid foundation that exceeds routine industry ups and downs.
Even with top-tier technology, KLA Corporation's (NASDAQ:KLAC) sharp climb leaves little room for error. Up nearly 33% year-to-date at the time of writing and trading at a forward multiple of 31.65x, the valuation shows a heavy dose of optimism. Semiconductor capital equipment stocks are notoriously cyclical and ******* e to sharp price swings, meaning that a pullback from recent highs can quickly turn into a deeper correction if market sentiment shifts or fab spending slows down.
Wall Street's major players keep a close watch on KLA Corporation (NASDAQ:KLAC) as a reliable gauge of overall semiconductor capital spending. According to Insider Monkey's database tracking elite hedge funds, 81 funds held a position in the stock during the second quarter, up from 71 in the previous quarter, showing clear institutional interest. Arrowstreet Capital remained the company's top shareholder in the second quarter, despite reducing its position by 41% to 4.7 million shares. At the same time, short interest sits at just 2.16% of the float, indicating that professional bears are largely keeping their distance despite the company's high price tag.
#NASDAQ #klac #quarter
3 hours ago
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted WaterBridge Infrastructure LLC (NYSE:WBI). WaterBridge Infrastructure LLC (NYSE:WBI) is a pure-play water infrastructure company. On September 2, 2026, WaterBridge Infrastructure LLC (NYSE:WBI) closed at $32.26 per share. Over the past month, WaterBridge Infrastructure LLC (NYSE:WBI) declined 1.31%, while YTD its shares are up 61.37%. WaterBridge Infrastructure LLC (NYSE:WBI) has a market capitalization of $3.98 billion.
WestEnd Capital Management stated the following regarding WaterBridge Infrastructure LLC (NYSE:WBI) in its Q2 2026 investor letter:
"WaterBridge Infrastructure LLC (NYSE:WBI) owns and operates the largest independent produced-water infrastructure network in the Delaware Basin, providing services that are essential to energy production throughout one of North America's most productive oil basins.
The scale and density of this network would be extremely difficult and expensive to replicate. WaterBridge also generates most of its revenue through long-term contracts that include minimum-volume commitments and inflation-linked pricing.
#waterbridge #investor #quarter #earnings
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted WaterBridge Infrastructure LLC (NYSE:WBI). WaterBridge Infrastructure LLC (NYSE:WBI) is a pure-play water infrastructure company. On September 2, 2026, WaterBridge Infrastructure LLC (NYSE:WBI) closed at $32.26 per share. Over the past month, WaterBridge Infrastructure LLC (NYSE:WBI) declined 1.31%, while YTD its shares are up 61.37%. WaterBridge Infrastructure LLC (NYSE:WBI) has a market capitalization of $3.98 billion.
WestEnd Capital Management stated the following regarding WaterBridge Infrastructure LLC (NYSE:WBI) in its Q2 2026 investor letter:
"WaterBridge Infrastructure LLC (NYSE:WBI) owns and operates the largest independent produced-water infrastructure network in the Delaware Basin, providing services that are essential to energy production throughout one of North America's most productive oil basins.
The scale and density of this network would be extremely difficult and expensive to replicate. WaterBridge also generates most of its revenue through long-term contracts that include minimum-volume commitments and inflation-linked pricing.
#waterbridge #investor #quarter #earnings
3 hours ago
HCA Healthcare, Inc. (HCA), headquartered in Nashville, Tennessee, owns and operates hospitals and related healthcare entities. Valued at $87 billion by market cap, the company provides diagnosis, treatments, consultancy, nursing, surgeries, and other services, as well as medical education, physician resource center, and training programs.
Companies worth $10 billion or more are generally described as "large-cap stocks," and HCA definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical care facilities industry. HCA's strengths include its scale, cost leadership, and diversified portfolio. With a strong presence in high-growth states like Florida, Texas, and Tennessee, HCA leverages favorable demographics and growing healthcare demand. Its brand recognition fosters patient trust, and innovation through tech partnerships and digital health investments drives growth. HCA prioritizes talent management, positioning itself for long-term success in value-based care and telehealth trends.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#market #medical
Companies worth $10 billion or more are generally described as "large-cap stocks," and HCA definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical care facilities industry. HCA's strengths include its scale, cost leadership, and diversified portfolio. With a strong presence in high-growth states like Florida, Texas, and Tennessee, HCA leverages favorable demographics and growing healthcare demand. Its brand recognition fosters patient trust, and innovation through tech partnerships and digital health investments drives growth. HCA prioritizes talent management, positioning itself for long-term success in value-based care and telehealth trends.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#market #medical
4 hours ago
We ran an **** ysis based on Insider Monkey's proprietary database to see which real estate stocks billionaire-led funds held at the end of the second quarter. We narrowed the list to names paying dividend yields above 5%. Two stood out.
VICI Properties Inc. (NYSE:VICI) came in first. A total of 22 billionaire-led funds held stakes in the company at the end of the second quarter. VICI owns casino and gaming real estate and leases the properties back to operators under triple-net agreements, which means tenants cover taxes, insurance and maintenance. It has a dividend yield of about 7%.
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) was in about 19 billionaire-led fund portfolios as of the end of the June quarter, up from 16 in the first quarter. The stock has a dividend yield of about 7.5%. In this article, we will focus on Gaming and Leisure Properties, Inc. (NASDAQ:GLPI).
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) is a REIT focusing on casino properties. In the most recent quarter, its revenue rose about 9% year over year and beat estimates. Management raised its full-year fiscal 2026 outlook for adjusted funds from operations.
Photo by Breno **** is on Unsplash
#quarter #NASDAQ #Dividend
VICI Properties Inc. (NYSE:VICI) came in first. A total of 22 billionaire-led funds held stakes in the company at the end of the second quarter. VICI owns casino and gaming real estate and leases the properties back to operators under triple-net agreements, which means tenants cover taxes, insurance and maintenance. It has a dividend yield of about 7%.
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) was in about 19 billionaire-led fund portfolios as of the end of the June quarter, up from 16 in the first quarter. The stock has a dividend yield of about 7.5%. In this article, we will focus on Gaming and Leisure Properties, Inc. (NASDAQ:GLPI).
Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) is a REIT focusing on casino properties. In the most recent quarter, its revenue rose about 9% year over year and beat estimates. Management raised its full-year fiscal 2026 outlook for adjusted funds from operations.
Photo by Breno **** is on Unsplash
#quarter #NASDAQ #Dividend
4 hours ago
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Small Cap Strategy". The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming the Russell 2000 Index's 21.49% return. Performance was positively affected by stock selection in health care and industrials, while the Fund's underweight position in information technology was the largest relative detractor as AI-related companies drove market gains. Small-cap equities benefited from strong earnings, resilient economic conditions, and easing geopolitical concerns, with technology leading sector performance while energy declined alongside lower oil prices. Despite the market's focus on AI, the Fund's strongest contributors came from businesses outside the theme, particularly in health care, defense-oriented companies, and tangible-asset industries. Looking ahead, the Fund remains focused on resilient, underfollowed companies tied to infrastructure, defense modernization, and essential industries where disciplined capital allocation and long-term demand can support value creation. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted United States Lime & Minerals, Inc. (NASDAQ:USLM). United States Lime & Minerals, Inc. (NASDAQ:USLM) manufactures and supplies lime and limestone products in the United States. On September 02, 2026, United States Lime & Minerals, Inc. (NASDAQ:USLM) closed at $115.05 per share. Over the past month, United States Lime & Minerals, Inc. (NASDAQ:USLM) declined 0.94%, and its shares lost 4.79% over the past 52 weeks. United States Lime & Minerals, Inc. (NASDAQ:USLM) has a market capitalization of $3.3 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding United States Lime & Minerals, Inc. (NASDAQ:USLM) in its Q2 2026 investor letter:
"United States Lime & Minerals, Inc. (NASDAQ:USLM), a producer and supplier of limestone products, underperformed as several near-term headwinds—weather disruptions, labor shortages and higher fuel costs—pressured demand and margins. Despite these challenges, the company's scarce limestone reserves in Texas continue to support strong pricing power, and we maintain a constructive long-term view for the business."
United States Lime & Minerals, Inc. (NASDAQ:USLM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held United States Lime & Minerals, Inc. (NASDAQ:USLM) at the end of the second quarter which was 24 in the previous quarter. While we acknowledge the potential of United States Lime & Minerals, Inc. (NASDAQ:USLM) 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 tarif
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted United States Lime & Minerals, Inc. (NASDAQ:USLM). United States Lime & Minerals, Inc. (NASDAQ:USLM) manufactures and supplies lime and limestone products in the United States. On September 02, 2026, United States Lime & Minerals, Inc. (NASDAQ:USLM) closed at $115.05 per share. Over the past month, United States Lime & Minerals, Inc. (NASDAQ:USLM) declined 0.94%, and its shares lost 4.79% over the past 52 weeks. United States Lime & Minerals, Inc. (NASDAQ:USLM) has a market capitalization of $3.3 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding United States Lime & Minerals, Inc. (NASDAQ:USLM) in its Q2 2026 investor letter:
"United States Lime & Minerals, Inc. (NASDAQ:USLM), a producer and supplier of limestone products, underperformed as several near-term headwinds—weather disruptions, labor shortages and higher fuel costs—pressured demand and margins. Despite these challenges, the company's scarce limestone reserves in Texas continue to support strong pricing power, and we maintain a constructive long-term view for the business."
United States Lime & Minerals, Inc. (NASDAQ:USLM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held United States Lime & Minerals, Inc. (NASDAQ:USLM) at the end of the second quarter which was 24 in the previous quarter. While we acknowledge the potential of United States Lime & Minerals, Inc. (NASDAQ:USLM) 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 tarif
4 hours ago
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Small Cap Strategy". The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming the Russell 2000 Index's 21.49% return. Performance was positively affected by stock selection in health care and industrials, while the Fund's underweight position in information technology was the largest relative detractor as AI-related companies drove market gains. Small-cap equities benefited from strong earnings, resilient economic conditions, and easing geopolitical concerns, with technology leading sector performance while energy declined alongside lower oil prices. Despite the market's focus on AI, the Fund's strongest contributors came from businesses outside the theme, particularly in health care, defense-oriented companies, and tangible-asset industries. Looking ahead, the Fund remains focused on resilient, underfollowed companies tied to infrastructure, defense modernization, and essential industries where disciplined capital allocation and long-term demand can support value creation. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted Magnolia Oil & Gas Corporation (NYSE:MGY). Magnolia Oil & Gas Corporation (NYSE:MGY) is a US-based leading independent oil and natural gas company, which detracted from the performance this quarter. On September 02, 2026, Magnolia Oil & Gas Corporation (NYSE:MGY) closed at $27.38 per share. The one-month return of Magnolia Oil & Gas Corporation (NYSE:MGY) was 10.28%, and its shares gained 10.96% over the past 52 weeks. Magnolia Oil & Gas Corporation (NYSE:MGY) has a market capitalization of $6.56 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding Magnolia Oil & Gas Corporation (NYSE:MGY) in its Q2 2026 investor letter:
"Exploration and production company Magnolia Oil & Gas Corporation (NYSE:MGY) saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz. Although the situation in the Middle East remains fragile, the market increasingly viewed the risk of a meaningful supply disruption as diminished, and the war-related risk premium that had supported US exploration and production companies earlier in the year largely dissipated."
Magnolia Oil & Gas Corporation (NYSE:MGY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Magnolia Oil & Gas Corporation (NYSE:MGY) at the end of the second quarter which was 32 in the previous quarter. While we acknowledge the potential of Magnolia Oil & Gas Corporation (NYSE:MGY) 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 s
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted Magnolia Oil & Gas Corporation (NYSE:MGY). Magnolia Oil & Gas Corporation (NYSE:MGY) is a US-based leading independent oil and natural gas company, which detracted from the performance this quarter. On September 02, 2026, Magnolia Oil & Gas Corporation (NYSE:MGY) closed at $27.38 per share. The one-month return of Magnolia Oil & Gas Corporation (NYSE:MGY) was 10.28%, and its shares gained 10.96% over the past 52 weeks. Magnolia Oil & Gas Corporation (NYSE:MGY) has a market capitalization of $6.56 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding Magnolia Oil & Gas Corporation (NYSE:MGY) in its Q2 2026 investor letter:
"Exploration and production company Magnolia Oil & Gas Corporation (NYSE:MGY) saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strait of Hormuz. Although the situation in the Middle East remains fragile, the market increasingly viewed the risk of a meaningful supply disruption as diminished, and the war-related risk premium that had supported US exploration and production companies earlier in the year largely dissipated."
Magnolia Oil & Gas Corporation (NYSE:MGY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Magnolia Oil & Gas Corporation (NYSE:MGY) at the end of the second quarter which was 32 in the previous quarter. While we acknowledge the potential of Magnolia Oil & Gas Corporation (NYSE:MGY) 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 s
4 hours ago
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Small Cap Strategy". The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming the Russell 2000 Index's 21.49% return. Performance was positively affected by stock selection in health care and industrials, while the Fund's underweight position in information technology was the largest relative detractor as AI-related companies drove market gains. Small-cap equities benefited from strong earnings, resilient economic conditions, and easing geopolitical concerns, with technology leading sector performance while energy declined alongside lower oil prices. Despite the market's focus on AI, the Fund's strongest contributors came from businesses outside the theme, particularly in health care, defense-oriented companies, and tangible-asset industries. Looking ahead, the Fund remains focused on resilient, underfollowed companies tied to infrastructure, defense modernization, and essential industries where disciplined capital allocation and long-term demand can support value creation. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted Ducommun Incorporated (NYSE:DCO) as a leading contributor. Ducommun Incorporated (NYSE:DCO) provides engineering and manufacturing services for products and applications used in the aerospace and defense, industrial, medical, and other industries. On September 02, 2026, Ducommun Incorporated (NYSE:DCO) closed at $165.60 per share. Over the last month, Ducommun Incorporated (NYSE:DCO) declined 17.80% and its shares gained 81.24% over the past 52 weeks. Ducommun Incorporated (NYSE:DCO) has a market capitalization of $2.55 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding Ducommun Incorporated (NYSE:DCO) in its Q2 2026 investor letter:
"Shares of aerospace and defense manufacturer Ducommun Incorporated (NYSE:DCO) rose as both of its primary end markets strengthened simultaneously for the first time in years. Missile revenue increased by nearly a quarter, supported by funded Department of Defense contracts calling for substantial production increases, while commercial aerospace returned to growth following a prolonged period of lower activity."
Ducommun Incorporated (NYSE:DCO) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge fund portfolios held Ducommun Incorporated (NYSE:DCO) at the end of the second quarter which was 18 in the previous quarter. While we acknowledge the potential of Ducommun Incorporated (NYSE:DCO) 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 rep
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted Ducommun Incorporated (NYSE:DCO) as a leading contributor. Ducommun Incorporated (NYSE:DCO) provides engineering and manufacturing services for products and applications used in the aerospace and defense, industrial, medical, and other industries. On September 02, 2026, Ducommun Incorporated (NYSE:DCO) closed at $165.60 per share. Over the last month, Ducommun Incorporated (NYSE:DCO) declined 17.80% and its shares gained 81.24% over the past 52 weeks. Ducommun Incorporated (NYSE:DCO) has a market capitalization of $2.55 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding Ducommun Incorporated (NYSE:DCO) in its Q2 2026 investor letter:
"Shares of aerospace and defense manufacturer Ducommun Incorporated (NYSE:DCO) rose as both of its primary end markets strengthened simultaneously for the first time in years. Missile revenue increased by nearly a quarter, supported by funded Department of Defense contracts calling for substantial production increases, while commercial aerospace returned to growth following a prolonged period of lower activity."
Ducommun Incorporated (NYSE:DCO) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge fund portfolios held Ducommun Incorporated (NYSE:DCO) at the end of the second quarter which was 18 in the previous quarter. While we acknowledge the potential of Ducommun Incorporated (NYSE:DCO) 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 rep
4 hours ago
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Small Cap Strategy". The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming the Russell 2000 Index's 21.49% return. Performance was positively affected by stock selection in health care and industrials, while the Fund's underweight position in information technology was the largest relative detractor as AI-related companies drove market gains. Small-cap equities benefited from strong earnings, resilient economic conditions, and easing geopolitical concerns, with technology leading sector performance while energy declined alongside lower oil prices. Despite the market's focus on AI, the Fund's strongest contributors came from businesses outside the theme, particularly in health care, defense-oriented companies, and tangible-asset industries. Looking ahead, the Fund remains focused on resilient, underfollowed companies tied to infrastructure, defense modernization, and essential industries where disciplined capital allocation and long-term demand can support value creation. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted Astrana Health, Inc. (NASDAQ:ASTH). Astrana Health, Inc. (NASDAQ:ASTH), a US-based healthcare management company that provides medical care services, contributed positively to the Strategy's performance this quarter. On September 2, 2026, Astrana Health, Inc. (NASDAQ:ASTH) closed at $38.57 per share. Astrana Health, Inc. (NASDAQ:ASTH) was up 11.75% over the past month, and its shares gained 23.75% over the past 52 weeks. Astrana Health, Inc. (NASDAQ:ASTH) has a market capitalization of $1.91 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding Astrana Health, Inc. (NASDAQ:ASTH) in its Q2 2026 investor letter:
"Astrana Health, Inc. (NASDAQ:ASTH), a leader in value-based health care, outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding, the balance sheet is back in good shape after the recent Prospect Health acquisition, which is performing well, and recent Medicare Advantage rates came in better than expected."
Astrana Health, Inc. (NASDAQ:ASTH) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held Astrana Health, Inc. (NASDAQ:ASTH) at the end of the second quarter which was 15 in the previous quarter. While we acknowledge the potential of Astrana Health, Inc. (NASDAQ:ASTH) 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.
#astrana
In its second-quarter 2026 investor letter, Diamond Hill Capital Small Cap Strategy highlighted Astrana Health, Inc. (NASDAQ:ASTH). Astrana Health, Inc. (NASDAQ:ASTH), a US-based healthcare management company that provides medical care services, contributed positively to the Strategy's performance this quarter. On September 2, 2026, Astrana Health, Inc. (NASDAQ:ASTH) closed at $38.57 per share. Astrana Health, Inc. (NASDAQ:ASTH) was up 11.75% over the past month, and its shares gained 23.75% over the past 52 weeks. Astrana Health, Inc. (NASDAQ:ASTH) has a market capitalization of $1.91 billion.
Diamond Hill Capital Small Cap Strategy stated the following regarding Astrana Health, Inc. (NASDAQ:ASTH) in its Q2 2026 investor letter:
"Astrana Health, Inc. (NASDAQ:ASTH), a leader in value-based health care, outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding, the balance sheet is back in good shape after the recent Prospect Health acquisition, which is performing well, and recent Medicare Advantage rates came in better than expected."
Astrana Health, Inc. (NASDAQ:ASTH) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held Astrana Health, Inc. (NASDAQ:ASTH) at the end of the second quarter which was 15 in the previous quarter. While we acknowledge the potential of Astrana Health, Inc. (NASDAQ:ASTH) 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.
#astrana
5 hours ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment **** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high-quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections in 2026.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted S&P Global Inc. (NYSE:SPGI). S&P Global Inc. is a financial services and **** ytics company that provides benchmarks, data, **** ytics, and workflow solutions in the global capital, energy, commodity, and automotive markets. On September 02, 2026, S&P Global Inc. closed at $431.71 per share, reflecting a market capitalization of $127.27 billion. S&P Global Inc. posted a one‑month return of 6.40%, while its shares lost 14.62% over the past 52 weeks.
Eagle Capital Management stated the following regarding S&P Global Inc. (NYSE:SPGI) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global Inc. (NYSE:SPGI), Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly **** ets, network effects, or regulatory moats. S&P Global owns the S&P ratings franchise, S&P Indexes, Platts, and Capital IQ.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy normalize back towards mid businesses should demonstrate significant outperfor
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted S&P Global Inc. (NYSE:SPGI). S&P Global Inc. is a financial services and **** ytics company that provides benchmarks, data, **** ytics, and workflow solutions in the global capital, energy, commodity, and automotive markets. On September 02, 2026, S&P Global Inc. closed at $431.71 per share, reflecting a market capitalization of $127.27 billion. S&P Global Inc. posted a one‑month return of 6.40%, while its shares lost 14.62% over the past 52 weeks.
Eagle Capital Management stated the following regarding S&P Global Inc. (NYSE:SPGI) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global Inc. (NYSE:SPGI), Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly **** ets, network effects, or regulatory moats. S&P Global owns the S&P ratings franchise, S&P Indexes, Platts, and Capital IQ.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy normalize back towards mid businesses should demonstrate significant outperfor
5 hours ago
Andvari ****** ociates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer relationships. However, the AI sector is experiencing extreme hype, leading to a growing disconnect between valuations and future cash flows. Predictions suggest the AI investment phase may decline in 1-3 years, despite current high demand for AI infrastructure, which is expected to attract significant competition. Concerns about overbuilding and risky financial behaviors, like Oracle's downgraded credit rating amid a $90-$95 billion AI cloud investment, reflect potential pitfalls. Andvari has minimized exposure to this sector, aiming to protect and grow ****** ets through disciplined investments in stable industries despite recent underperformance during the AI boom. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Andvari ****** ociates highlighted Texas Instruments Incorporated (NASDAQ:TXN), a semiconductor manufacturer providing chips and solutions for electronics designers and manufacturers. On September 02, 2026, Texas Instruments Incorporated (NASDAQ:TXN) closed at $254.80 per share. Over the past month, Texas Instruments Incorporated (NASDAQ:TXN) fell 8.48%, while its shares gained 36.05% over the past 52 weeks. Texas Instruments Incorporated (NASDAQ:TXN) has a market capitalization of $232.7 billion.
Andvari ****** ociates stated the following regarding Texas Instruments Incorporated (NASDAQ:TXN) in its Q2 2026 investor letter:
"I also added Texas Instruments Incorporated (NASDAQ:TXN), which makes ****** og and power management chips. Texas Instruments and Martin Marietta might be getting a nice temporary ****** p in profits and revenues from helping build out AI infrastructure, but AI and data center-related revenues are by no means the majority of revenues for either of these two companies."
Texas Instruments Incorporated (NASDAQ:TXN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 111 hedge fund portfolios held Texas Instruments Incorporated (NASDAQ:TXN) at the end of the second quarter, up from 71 in the previous quarter. While we acknowledge the potential of Texas Instruments Incorporated (NASDAQ:TXN) 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.
#andvari
In its second-quarter 2026 investor letter, Andvari ****** ociates highlighted Texas Instruments Incorporated (NASDAQ:TXN), a semiconductor manufacturer providing chips and solutions for electronics designers and manufacturers. On September 02, 2026, Texas Instruments Incorporated (NASDAQ:TXN) closed at $254.80 per share. Over the past month, Texas Instruments Incorporated (NASDAQ:TXN) fell 8.48%, while its shares gained 36.05% over the past 52 weeks. Texas Instruments Incorporated (NASDAQ:TXN) has a market capitalization of $232.7 billion.
Andvari ****** ociates stated the following regarding Texas Instruments Incorporated (NASDAQ:TXN) in its Q2 2026 investor letter:
"I also added Texas Instruments Incorporated (NASDAQ:TXN), which makes ****** og and power management chips. Texas Instruments and Martin Marietta might be getting a nice temporary ****** p in profits and revenues from helping build out AI infrastructure, but AI and data center-related revenues are by no means the majority of revenues for either of these two companies."
Texas Instruments Incorporated (NASDAQ:TXN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 111 hedge fund portfolios held Texas Instruments Incorporated (NASDAQ:TXN) at the end of the second quarter, up from 71 in the previous quarter. While we acknowledge the potential of Texas Instruments Incorporated (NASDAQ:TXN) 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.
#andvari
5 hours ago
Andvari **** ociates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer relationships. However, the AI sector is experiencing extreme hype, leading to a growing disconnect between valuations and future cash flows. Predictions suggest the AI investment phase may decline in 1-3 years, despite current high demand for AI infrastructure, which is expected to attract significant competition. Concerns about overbuilding and risky financial behaviors, like Oracle's downgraded credit rating amid a $90-$95 billion AI cloud investment, reflect potential pitfalls. Andvari has minimized exposure to this sector, aiming to protect and grow **** ets through disciplined investments in stable industries despite recent underperformance during the AI boom. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Andvari **** ociates 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 September 02, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $517.07 per share, reflecting a market capitalization of $36.72 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑3.94%, while its shares lost 16.46% over the past 52 weeks.
Andvari **** ociates stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"All this said, Andvari does have some exposure to the AI theme. Martin Marietta Materials, Inc. (NYSE:MLM) one of the largest aggregates companies in the U.S., is also a minor beneficiary of the AI theme given robust construction activity in data centers and power generation. Texas Instruments and Martin Marietta might be getting a nice temporary **** p in profits and revenues from helping build out AI infrastructure, but AI and data center-related revenues are by no means the majority of revenues for either of these two companies."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the second quarter, which was 65 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
In its second-quarter 2026 investor letter, Andvari **** ociates 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 September 02, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $517.07 per share, reflecting a market capitalization of $36.72 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑3.94%, while its shares lost 16.46% over the past 52 weeks.
Andvari **** ociates stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"All this said, Andvari does have some exposure to the AI theme. Martin Marietta Materials, Inc. (NYSE:MLM) one of the largest aggregates companies in the U.S., is also a minor beneficiary of the AI theme given robust construction activity in data centers and power generation. Texas Instruments and Martin Marietta might be getting a nice temporary **** p in profits and revenues from helping build out AI infrastructure, but AI and data center-related revenues are by no means the majority of revenues for either of these two companies."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the second quarter, which was 65 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
5 hours ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7% gain. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted DoorDash, Inc. (NASDAQ:DASH). DoorDash, Inc. (NASDAQ:DASH) is a US-based leading online food ordering and delivery platform. On September 2, 2026, DoorDash, Inc. (NASDAQ:DASH) closed at $226.24 per share. DoorDash, Inc. (NASDAQ:DASH) returned 8.87% over the past month, while its shares lost 9.06% over the past 52 weeks. DoorDash, Inc. (NASDAQ:DASH) has a market capitalization of $98.04 billion.
Sands Capital Select Growth Fund stated the following regarding DoorDash, Inc. (NASDAQ:DASH) in its Q2 2026 investor letter:
"The sales of DoorDash, Inc. (NASDAQ:DASH) and Nu Holdings reflected the high bar for inclusion in a concentrated portfolio of roughly 30 businesses. We continue to view both companies as high-quality businesses and will monitor them closely but believe the portfolio would be better served by reallocating capital toward AI infrastructure beneficiaries and other idiosyncratic growth opportunities."
DoorDash, Inc. (NASDAQ:DASH) is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 107 hedge fund portfolios held DoorDash, Inc. (NASDAQ:DASH) at the end of the second quarter which was 117 in the previous quarter. While we acknowledge the potential of DoorDash, Inc. (NASDAQ:DASH) 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.
#doordash #dash #letter
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted DoorDash, Inc. (NASDAQ:DASH). DoorDash, Inc. (NASDAQ:DASH) is a US-based leading online food ordering and delivery platform. On September 2, 2026, DoorDash, Inc. (NASDAQ:DASH) closed at $226.24 per share. DoorDash, Inc. (NASDAQ:DASH) returned 8.87% over the past month, while its shares lost 9.06% over the past 52 weeks. DoorDash, Inc. (NASDAQ:DASH) has a market capitalization of $98.04 billion.
Sands Capital Select Growth Fund stated the following regarding DoorDash, Inc. (NASDAQ:DASH) in its Q2 2026 investor letter:
"The sales of DoorDash, Inc. (NASDAQ:DASH) and Nu Holdings reflected the high bar for inclusion in a concentrated portfolio of roughly 30 businesses. We continue to view both companies as high-quality businesses and will monitor them closely but believe the portfolio would be better served by reallocating capital toward AI infrastructure beneficiaries and other idiosyncratic growth opportunities."
DoorDash, Inc. (NASDAQ:DASH) is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 107 hedge fund portfolios held DoorDash, Inc. (NASDAQ:DASH) at the end of the second quarter which was 117 in the previous quarter. While we acknowledge the potential of DoorDash, Inc. (NASDAQ:DASH) 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.
#doordash #dash #letter
7 hours ago
Bitcoin was trading at $77,121 on Thursday, having clawed back much of its summer losses in a sharp August rally.
The cryptocurrency gained roughly 24% during August alone, rising from around $62,600 at the start of the month to a peak of $80,797 on August 25.
That rebound has reshaped betting on Polymarket, the prediction market platform, where traders wager on which price milestones Bitcoin will hit before the end of 2026.
The market, which has attracted $62.1 million in trading volume since launching in November 2025, currently prices a rise to $90,000 at 44%.
A move to $100,000 is priced at 22%, while $110,000 sits at just 13%. On the downside, traders **** ign an 87% probability to Bitcoin falling below $55,000 again before the year is out, reflecting the scars of a volatile summer.
#summer
The cryptocurrency gained roughly 24% during August alone, rising from around $62,600 at the start of the month to a peak of $80,797 on August 25.
That rebound has reshaped betting on Polymarket, the prediction market platform, where traders wager on which price milestones Bitcoin will hit before the end of 2026.
The market, which has attracted $62.1 million in trading volume since launching in November 2025, currently prices a rise to $90,000 at 44%.
A move to $100,000 is priced at 22%, while $110,000 sits at just 13%. On the downside, traders **** ign an 87% probability to Bitcoin falling below $55,000 again before the year is out, reflecting the scars of a volatile summer.
#summer
7 hours ago
Gold bulls came roaring back in August.
Then sellers showed up right on cue and pushed prices back toward a level buyers were waiting for.
Gold (GC=F) has been trading around one of technical ******* ysis's simplest ideas: the halfway-back mark. After a big move, traders often wait for the price to retrace 50%, because that's where the risk-reward can suddenly get attractive — you can enter near the level and get out quickly if it doesn't hold.
Start with gold's big downswing this year.
Gold futures (GC=F) closed at 5,508.6 on Jan. 29 (1 on the chart below), then fell to 4,048.7 by July 16 (2). The halfway-back level between those two points was 4,778.7, marked by the red dotted line near (3).
#Gold #Bulls
Then sellers showed up right on cue and pushed prices back toward a level buyers were waiting for.
Gold (GC=F) has been trading around one of technical ******* ysis's simplest ideas: the halfway-back mark. After a big move, traders often wait for the price to retrace 50%, because that's where the risk-reward can suddenly get attractive — you can enter near the level and get out quickly if it doesn't hold.
Start with gold's big downswing this year.
Gold futures (GC=F) closed at 5,508.6 on Jan. 29 (1 on the chart below), then fell to 4,048.7 by July 16 (2). The halfway-back level between those two points was 4,778.7, marked by the red dotted line near (3).
#Gold #Bulls
8 hours ago
LSU Tigers football printable 2026 schedule with dates, times and TV lineup originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
LSU already is at the center of controversy in its first season under former Ole Miss coach Lane Kiffin. The Tigers are fighting for the right to have players who participated in NFL training camps join the program.
Whether or not those players join the team, how the ordeal affects team chemistry will be worth watching. At LSU and most SEC schools, players who fought for their starting jobs through camp likely consider themselves NFL prospects and may not appreciate players parachuting in and taking their playing time at the last minute.
Either way, LSU has plenty of talent. Sam Leavitt, a transfer quarterback from Arizona State, is potentially one of the nation's best. He'll be throwing to tight end Trey'Dez Green, who enters the season with 46 career receptions for 534 yards and 11 touchdowns. Safety Ty Benefeld, a transfer from Boise State, is expected to anchor the defense.
MORE: WATCH: Trumpet cover of 'A Milli' takes college football by storm, inspires Mississippi State, BYU and Nebraska hype videos
You can download a printable schedule via the link below. It includes a full list of dates and opponents for LSU's 2026 season.
PRINT NOW: LSU football schedule for 2026 season
The Tigers open at home on Sept. 5 against Clemson.
#tigers #sporting
LSU already is at the center of controversy in its first season under former Ole Miss coach Lane Kiffin. The Tigers are fighting for the right to have players who participated in NFL training camps join the program.
Whether or not those players join the team, how the ordeal affects team chemistry will be worth watching. At LSU and most SEC schools, players who fought for their starting jobs through camp likely consider themselves NFL prospects and may not appreciate players parachuting in and taking their playing time at the last minute.
Either way, LSU has plenty of talent. Sam Leavitt, a transfer quarterback from Arizona State, is potentially one of the nation's best. He'll be throwing to tight end Trey'Dez Green, who enters the season with 46 career receptions for 534 yards and 11 touchdowns. Safety Ty Benefeld, a transfer from Boise State, is expected to anchor the defense.
MORE: WATCH: Trumpet cover of 'A Milli' takes college football by storm, inspires Mississippi State, BYU and Nebraska hype videos
You can download a printable schedule via the link below. It includes a full list of dates and opponents for LSU's 2026 season.
PRINT NOW: LSU football schedule for 2026 season
The Tigers open at home on Sept. 5 against Clemson.
#tigers #sporting
8 hours ago
Browns' Shedeur Sanders warned by Bitonio as Watson grip on QB1 looks shaky originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
A slow release, not a weak arm, is the flaw scouts and teammates keep circling back to on Shedeur Sanders, and it may decide whether the Cleveland Browns ever hand him the keys this season.
The quarterback climbed a clear rung between his first and second preseasons, yet the habit that hurt him as a rookie followed him into 2026: he waits a beat too long, then trusts a receiver to spring loose rather than firing on rhythm.
Retired guard Joel Bitonio, who protected Sanders as a rookie, put a number on the problem. "As a lineman, it sucks, but if you're taking over three seconds to throw in the league, like, I don't care if you have five Joe Thomases in front of you. It is tough to handle," he said on the Bearded Browns podcast.
Bitonio walked away in June after 12 years in Cleveland, collecting eight Pro Bowl trips and seven All-Pro honors, so his read carries weight.
#bitonio #sporting #watson #preferred
A slow release, not a weak arm, is the flaw scouts and teammates keep circling back to on Shedeur Sanders, and it may decide whether the Cleveland Browns ever hand him the keys this season.
The quarterback climbed a clear rung between his first and second preseasons, yet the habit that hurt him as a rookie followed him into 2026: he waits a beat too long, then trusts a receiver to spring loose rather than firing on rhythm.
Retired guard Joel Bitonio, who protected Sanders as a rookie, put a number on the problem. "As a lineman, it sucks, but if you're taking over three seconds to throw in the league, like, I don't care if you have five Joe Thomases in front of you. It is tough to handle," he said on the Bearded Browns podcast.
Bitonio walked away in June after 12 years in Cleveland, collecting eight Pro Bowl trips and seven All-Pro honors, so his read carries weight.
#bitonio #sporting #watson #preferred
9 hours ago
Carl ***** kler is having his day.
With the Bills ripping up the grass at their new stadium after only two preseason games and installing a new one for the regular-season home opener, various grass experts have sounded off. Tim Graham of The Athletic has collected and published their comments.
The legendary George Toma said this as to the failed field: "That hurts me. That's terrible to happen at all, but so soon? Somebody fell asleep."
Another "award-winning sports agronomist" with extensive experience installing pro and college surfaces, but who requested anonymity for apparent fear of Big Sod, said that it was "the worst sod I've seen in the NFL in my career. I can't even imagine how that could have happened."
Added Tony ***** , sports management professor at Baldwin Wallace University and former Cleveland Browns ***** istant head groundskeeper: "[N]atural turf is safer in a perfect setting. But if you have the situation like you have in Buffalo — and I went back and watched the film — you cannot tell me that field was safer than the artificial turf they just left. . . . I'm never putting Josh Allen on a field in that condition."
#safer
With the Bills ripping up the grass at their new stadium after only two preseason games and installing a new one for the regular-season home opener, various grass experts have sounded off. Tim Graham of The Athletic has collected and published their comments.
The legendary George Toma said this as to the failed field: "That hurts me. That's terrible to happen at all, but so soon? Somebody fell asleep."
Another "award-winning sports agronomist" with extensive experience installing pro and college surfaces, but who requested anonymity for apparent fear of Big Sod, said that it was "the worst sod I've seen in the NFL in my career. I can't even imagine how that could have happened."
Added Tony ***** , sports management professor at Baldwin Wallace University and former Cleveland Browns ***** istant head groundskeeper: "[N]atural turf is safer in a perfect setting. But if you have the situation like you have in Buffalo — and I went back and watched the film — you cannot tell me that field was safer than the artificial turf they just left. . . . I'm never putting Josh Allen on a field in that condition."
#safer
9 hours ago
College football is back in our lives. Whether you are a fan of it or not, the Browns and their front office are going to be paying very close attention to a lot of players in the upcoming class. The 2027 NFL Draft is working up to be one of the better classes in recent memory.
One way to stay as caught up as the Browns will be is to follow our prospect previews starting now. While we'll focus heavily on prospects that fit the projected needs for the team in the 2027 NFL Draft. We are going to be focusing on five positions over the course of the year, they are:
Quarterbacks
Interior Offensive Line
Edge Rusher
#draft #college #quarterbacks #interior
One way to stay as caught up as the Browns will be is to follow our prospect previews starting now. While we'll focus heavily on prospects that fit the projected needs for the team in the 2027 NFL Draft. We are going to be focusing on five positions over the course of the year, they are:
Quarterbacks
Interior Offensive Line
Edge Rusher
#draft #college #quarterbacks #interior
10 hours ago
UFC Fight Night 287 ceremonial weigh-ins are in the books, and the fighters came face-to-face one final time before Saturday's event.
The weigh-ins took place at Accor Arena in Paris, which hosts the card (Paramount+).
UFC Fight Night 287 is built around a five-round lightweight bout bout between Dan Hooker (24-14 MMA, 14-10 UFC) and promotional newcomer Salahdine Parnasse (23-2 MMA, 0-0 UFC).
Check out the video above to see highlights from Friday's ceremonial weigh-in staredowns, including all 14 scheduled bouts at UFC Fight Night 287.
This article originally appeared on MMA Junkie: Video: UFC Fight Night 287 full card faceoffs with Hooker vs. Parnasse
#accor
The weigh-ins took place at Accor Arena in Paris, which hosts the card (Paramount+).
UFC Fight Night 287 is built around a five-round lightweight bout bout between Dan Hooker (24-14 MMA, 14-10 UFC) and promotional newcomer Salahdine Parnasse (23-2 MMA, 0-0 UFC).
Check out the video above to see highlights from Friday's ceremonial weigh-in staredowns, including all 14 scheduled bouts at UFC Fight Night 287.
This article originally appeared on MMA Junkie: Video: UFC Fight Night 287 full card faceoffs with Hooker vs. Parnasse
#accor
12 hours ago
Remember when every other day featured some glowing review of rookie safety Caleb Downs and his immediate impact? That receded a bit over the past few weeks as he mostly watched preseason games from the sidelines, but that hasn't adjusted immense expectations, and now they can ramp up again on the eve of the regular season.
Downs isn't the only one raising expectations, as Quinnen Williams said some things that will get Cowboys fans fired up. Presumably, Hunter Luepke is fired up to own a piece of Von Miller's chicken farm, and former Cowboys Shiyazh Pete is still firing up people he speaks to.
More: Cowboys' Von Miller lands No. 40 by making Luepke a business partner
With the regular season speeding closer and closer, here is where Dallas' feet are.
More: Joe Milton III's strange journey lands him back with Dallas Cowboys
#expectations
Downs isn't the only one raising expectations, as Quinnen Williams said some things that will get Cowboys fans fired up. Presumably, Hunter Luepke is fired up to own a piece of Von Miller's chicken farm, and former Cowboys Shiyazh Pete is still firing up people he speaks to.
More: Cowboys' Von Miller lands No. 40 by making Luepke a business partner
With the regular season speeding closer and closer, here is where Dallas' feet are.
More: Joe Milton III's strange journey lands him back with Dallas Cowboys
#expectations
13 hours ago
Sept. 4 (UPI) -- Kentucky Downs' really big-money races and some hot events for 2-year-olds compete on the weekend horse racing calendar that also includes a foreign docket -- the Arc previews in France, the start of Hong Kong's season and Korea's biggest day of horse racing.
Turf
Ryan Moore makes a first-ever appearance at Kentucky Downs on Saturday with his best chance to snag a winner, Causeway, in the $3 million Grade II Nashville Derby.
The Wootton Bassett colt won four straight races for Coolmore and trainer Aidan O'Brien before finishing a distant seventh in the Group 1 Grand Prix de Paris in his last start, which came on soft turf.
Three other tough foreigners are here, and the locals frankly look outgunned. But anything can happen over 1 3/16 miles on the winding, undulating course.
#downs
Turf
Ryan Moore makes a first-ever appearance at Kentucky Downs on Saturday with his best chance to snag a winner, Causeway, in the $3 million Grade II Nashville Derby.
The Wootton Bassett colt won four straight races for Coolmore and trainer Aidan O'Brien before finishing a distant seventh in the Group 1 Grand Prix de Paris in his last start, which came on soft turf.
Three other tough foreigners are here, and the locals frankly look outgunned. But anything can happen over 1 3/16 miles on the winding, undulating course.
#downs
14 hours ago
Quarterback
Kamario Taylor is entering his first season as the full-time starter for the Bulldogs. In two starts and some snaps taken throughout the season, Taylor completed 55.8% of his passes for 629 yards and five touchdowns to go with 458 yards and eight scores on 82 carries. His counterpart will be Aidan Armenta, who is heading into his third year as the starter for the Warhawks. Last season, Armenta completed 58.5% of his passes for 1,629 yards and 12 touchdowns. He is not much of a runner, totaling 57 yards and two scores on 60 carries.
Edge: MSU
Running back
Mississippi State is returning its top rusher from last season in Fluff Bothwell. The junior had 677 yards and six touchdowns on 142 carries. Those were all team highs, even though he missed two games due to injury. Behind him, Xavier Gayten and Kolin Wilson will jostle for the RB2 spot, while the likes of freshmen Cooper Crosby and J.J. Hill expect to get carries this season. Louisiana-Monroe went portaling for its top rusher, eventually landing Louisville transfer Don Chaney. In five seasons between there and Miami, Chaney ran for 1,030 yards and nine touchdowns on 225 carries. He will be backed up by Derrick Jameson.
#yards #season #taylor #last
Kamario Taylor is entering his first season as the full-time starter for the Bulldogs. In two starts and some snaps taken throughout the season, Taylor completed 55.8% of his passes for 629 yards and five touchdowns to go with 458 yards and eight scores on 82 carries. His counterpart will be Aidan Armenta, who is heading into his third year as the starter for the Warhawks. Last season, Armenta completed 58.5% of his passes for 1,629 yards and 12 touchdowns. He is not much of a runner, totaling 57 yards and two scores on 60 carries.
Edge: MSU
Running back
Mississippi State is returning its top rusher from last season in Fluff Bothwell. The junior had 677 yards and six touchdowns on 142 carries. Those were all team highs, even though he missed two games due to injury. Behind him, Xavier Gayten and Kolin Wilson will jostle for the RB2 spot, while the likes of freshmen Cooper Crosby and J.J. Hill expect to get carries this season. Louisiana-Monroe went portaling for its top rusher, eventually landing Louisville transfer Don Chaney. In five seasons between there and Miami, Chaney ran for 1,030 yards and nine touchdowns on 225 carries. He will be backed up by Derrick Jameson.
#yards #season #taylor #last
16 hours ago
The 2026 high school football season finally got going last week in the Lone Star State.
As usual, the state that does everything bigger did not disappoint, with Texas teams pulling off upsets but also getting upset in the first week of the season. Action in the University Interscholastic League (UIL) will only pick up in the second week of the season.
This week's action includes USA TODAY Sports Super 25 showdowns, rivalries, and just plain ole good football.
National HSFB rankings: USA TODAY Sports Super 25, Week 3
Here's a look at the top eight games to watch this weekend in Texas high school football:
#Football #today
As usual, the state that does everything bigger did not disappoint, with Texas teams pulling off upsets but also getting upset in the first week of the season. Action in the University Interscholastic League (UIL) will only pick up in the second week of the season.
This week's action includes USA TODAY Sports Super 25 showdowns, rivalries, and just plain ole good football.
National HSFB rankings: USA TODAY Sports Super 25, Week 3
Here's a look at the top eight games to watch this weekend in Texas high school football:
#Football #today
17 hours ago
Washington Commanders tight end Ben Sinnott has made it clear that he likes new coordinator David Blough's offense. Earlier in training camp, Sinnott said the new offense was a "breath of fresh air" for tight ends.
"So many different variations," Sinnott said, via John Keim of ESPN, in discussing the different route variations. "Today we're lining up at number one, we're running five-step ins, we're running corners, we're running options, we're running flat [routes]. We're just doing everything. It's so much fun. It's a breath of fresh air for this offense and how it uses tight ends."
The 2024 second-round pick struggled to find his footing under former offensive coordinator Kliff Kingsbury. In two NFL seasons, the 6-foot-4, 245-pound Sinnott has played in 33 career games and has 16 receptions for 142 yards and two touchdowns. Any tight end not named Zach Ertz was an afterthought in Kingsbury's offense. Quarterback Jayden Daniels also liked throwing to the reliable veteran.
This offseason, Washington moved on from Kingsbury. GM Adam Peters and head coach Dan Quinn also had enough of Kingsbury's offense. They wanted a more traditional NFL attack, with the quarterback playing under center more and a renewed focus on running the ball and play action.
Sinnott has expressed excitement more than once about his potential role in Blough's offense. The Commanders did sign tight end Chig Okonkwo in free agency, but Sinnott will play more of a hybrid role. He can line up as a traditional tight end or in the backfield as a fullback. He can also play H-back.
#tight #play #Commanders
"So many different variations," Sinnott said, via John Keim of ESPN, in discussing the different route variations. "Today we're lining up at number one, we're running five-step ins, we're running corners, we're running options, we're running flat [routes]. We're just doing everything. It's so much fun. It's a breath of fresh air for this offense and how it uses tight ends."
The 2024 second-round pick struggled to find his footing under former offensive coordinator Kliff Kingsbury. In two NFL seasons, the 6-foot-4, 245-pound Sinnott has played in 33 career games and has 16 receptions for 142 yards and two touchdowns. Any tight end not named Zach Ertz was an afterthought in Kingsbury's offense. Quarterback Jayden Daniels also liked throwing to the reliable veteran.
This offseason, Washington moved on from Kingsbury. GM Adam Peters and head coach Dan Quinn also had enough of Kingsbury's offense. They wanted a more traditional NFL attack, with the quarterback playing under center more and a renewed focus on running the ball and play action.
Sinnott has expressed excitement more than once about his potential role in Blough's offense. The Commanders did sign tight end Chig Okonkwo in free agency, but Sinnott will play more of a hybrid role. He can line up as a traditional tight end or in the backfield as a fullback. He can also play H-back.
#tight #play #Commanders
18 hours ago
Listen
(3 min)
The latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1357 ET – Gold futures snap a three-session losing streak as Treasury yields ease. The market is closely watching for Friday’s employment report, where a strong jobs showing could add to Fed rate-hike expectations. ADP reported a smaller-than-expected 38,000 increase in private-sector jobs in August. “Softer data can ease the downside risk, while stronger figures or more hawkish Fed comments may trigger additional weakness,” Konstantinos Chrysikos of Kudo.com says in a note. Front month gold rises 0.4% to $4,366.30 a troy ounce. Silver edges up 0.2% to $64.723 a troy ounce. (anthony.harrupwsj.com)
#Gold #Jobs #listen #talks
(3 min)
The latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1357 ET – Gold futures snap a three-session losing streak as Treasury yields ease. The market is closely watching for Friday’s employment report, where a strong jobs showing could add to Fed rate-hike expectations. ADP reported a smaller-than-expected 38,000 increase in private-sector jobs in August. “Softer data can ease the downside risk, while stronger figures or more hawkish Fed comments may trigger additional weakness,” Konstantinos Chrysikos of Kudo.com says in a note. Front month gold rises 0.4% to $4,366.30 a troy ounce. Silver edges up 0.2% to $64.723 a troy ounce. (anthony.harrupwsj.com)
#Gold #Jobs #listen #talks
18 hours ago
Julián Álvarez ended the summer window still on Atlético Madrid's books, but that outcome has settled almost nothing. Barcelona spent the entire market chasing the Argentine, Atlético publicly rejected the pursuit in increasingly hostile terms, and ******* nal explored an offer of their own while the whole thing threatened to boil over. The question now isn't whether the saga is over – it plainly isn't – but which of the three forces at play, Atlético's contractual leverage, Barcelona's valuation, or Álvarez's own stated preference, actually decides what happens next.
Álvarez himself gave the clearest signal of intent back in June, telling ESPN after Argentina's World Cup win over Austria that a transfer to Barcelona was the best thing for everyone and that he wanted to fulfil his dream. Those words were music to Joan Laporta's ears and poison to Atlético's dressing room. Everything that has followed, including deadline day passing without a deal, sits downstream of that one public admission.
Álvarez's Atlético contract runs until June 2030 and carries a release clause of around €500 million – a figure so far beyond market reality that it functions purely as leverage, not a genuine asking price. Barcelona say they made a €100 million bid; Atlético sources initially denied receiving any offer at all before later confirming one had arrived, structured across six yearly instalments and worth that same €100 million.
On July 30, with the dispute already curdling, Atlético reported Barcelona to the Spanish Football Federation over their pursuit of the player. No public update from the federation had followed by the time The Athletic's reconstruction of the saga was published. Álvarez remained at the Metropolitano when the window shut, and reports suggest he is expected to stay at Atlético at least until the January window reopens the conversation.
Before the summer even began, senior Atlético sources indicated the club would let Álvarez leave for €150 million provided a deal closed by July 20. That deadline passed with no agreement, and Atlético's position hardened dramatically. By late June, chief executive Miguel Ángel Gil Marín was drawing a line that had nothing to do with valuation gaps.
#window #federation #summer #nothing
Álvarez himself gave the clearest signal of intent back in June, telling ESPN after Argentina's World Cup win over Austria that a transfer to Barcelona was the best thing for everyone and that he wanted to fulfil his dream. Those words were music to Joan Laporta's ears and poison to Atlético's dressing room. Everything that has followed, including deadline day passing without a deal, sits downstream of that one public admission.
Álvarez's Atlético contract runs until June 2030 and carries a release clause of around €500 million – a figure so far beyond market reality that it functions purely as leverage, not a genuine asking price. Barcelona say they made a €100 million bid; Atlético sources initially denied receiving any offer at all before later confirming one had arrived, structured across six yearly instalments and worth that same €100 million.
On July 30, with the dispute already curdling, Atlético reported Barcelona to the Spanish Football Federation over their pursuit of the player. No public update from the federation had followed by the time The Athletic's reconstruction of the saga was published. Álvarez remained at the Metropolitano when the window shut, and reports suggest he is expected to stay at Atlético at least until the January window reopens the conversation.
Before the summer even began, senior Atlético sources indicated the club would let Álvarez leave for €150 million provided a deal closed by July 20. That deadline passed with no agreement, and Atlético's position hardened dramatically. By late June, chief executive Miguel Ángel Gil Marín was drawing a line that had nothing to do with valuation gaps.
#window #federation #summer #nothing
18 hours ago
The Washington Commanders added plenty of new faces to their roster during the offseason. Many of their additions were to the defensive side of the ball, but there were notable offensive additions to the team, too. Tight end Chig Okonkwo and wide receiver Stefon Diggs lead that charge, but rookie wide receiver Antonio Williams can't be left out either.
The Commanders are excited about their offensive additions, and Pro Football Focus recently named Okonkwo as one of five fantasy football breakout stars in 2026.
After discussing Okonkwo's time with the Tennessee **** ans, reviewing some of his stats, and mentioning that the Commanders invested more in Okonkwo than any skill player outside of Terry McLaurin, the article says:
Expectations for Okonkwo will be higher than they were for (Zach) Ertz at ages 34 and 35. He played 12 of the first 14 snaps in the second preseason game, suggesting he will have a larger role than he did in Tennessee and that Ertz had in Washingotn. Given the uncertainty at wide receiver outside of McLaurin and recent free-agent addition Stefon Diggs, Okonkwo is third on the team in targets. That gives him a solid floor as a low-end TE2.
His ability to turn into a TE1 will largely depend on the quality of the Commanders' offense in general. It's unlikely Okonkwo becomes a frequent target near the goal line, given his lighter size for a tight end, but a few more touchdowns than usual are a possibility.
#receiver #stefon #tennessee
The Commanders are excited about their offensive additions, and Pro Football Focus recently named Okonkwo as one of five fantasy football breakout stars in 2026.
After discussing Okonkwo's time with the Tennessee **** ans, reviewing some of his stats, and mentioning that the Commanders invested more in Okonkwo than any skill player outside of Terry McLaurin, the article says:
Expectations for Okonkwo will be higher than they were for (Zach) Ertz at ages 34 and 35. He played 12 of the first 14 snaps in the second preseason game, suggesting he will have a larger role than he did in Tennessee and that Ertz had in Washingotn. Given the uncertainty at wide receiver outside of McLaurin and recent free-agent addition Stefon Diggs, Okonkwo is third on the team in targets. That gives him a solid floor as a low-end TE2.
His ability to turn into a TE1 will largely depend on the quality of the Commanders' offense in general. It's unlikely Okonkwo becomes a frequent target near the goal line, given his lighter size for a tight end, but a few more touchdowns than usual are a possibility.
#receiver #stefon #tennessee
