Andrew Garfield originally intended to play Mark Zuckerberg in 2010's The Social Network before Jesse Eisenberg took on the role, while Garfield instead played Facebook co-founder Eduardo Saverin
Garfield is reflecting on the experience now that he is playing another majorly impactful tech CEO in Artificial as OpenAI's Sam Altman
Artificial, Garfield's new movie about the company behind ChatGPT, is in theaters Dec. 25
Andrew Garfield's role as Facebook co-founder Eduardo Saverin in The Social Network is still on the actor's mind as he steps into a new movie about a tech company with tremendous power.
Garfield, 43, spoke with GQ in an interview published Wednesday, Nov. 4, regarding his new movie Artificial, in which he portrays OpenAI co-founder and CEO Sam Altman. The role had him reflecting on when he starred in 2010's The Social Network after losing out on the role of Facebook CEO Mark Zuckerberg to Jesse Eisenberg.

#garfield #Social #artificial #andrew

Emma Roberts gave her strapless Alex Perry sequin gown a Wild West twist with her choice of accessories. The "We're the Millers" actress attended the Clarins x F1 celebration on October 24. Her outfit brought a fresh perspective to eveningwear, blending high-octane red-carpet glamour with playful personality. Photos and videos of her look have since gone viral online.
Posing against a muted champagne backdrop at the Clarins x F1 party, Emma Roberts stood out in a sequin Alex Perry dress. Covered entirely in densely packed sequins, the garment caught the ambient light from every angle, reflecting deep chocolate-brown and warm copper tones with every movement.
The gown featured a clean, straight-across strapless neckline that highlighted her bare shoulders and arms. Further, the sculpted torso skimmed her figure before flowing into a long, floor-sweeping column skirt.
The rich bronze palette added unexpected depth and warmth that harmonized beautifully with her golden-blonde hair and glowing skin.
Roberts added a Western twist to the clean lines of her gown with a hard-shell from Judith Leiber. Known as the Cowboy Hat, Cheyenne featured the iconic shape of a Western cowboy hat and was fully encrusted with glittering champagne-gold crystals.

#western #sequin

Earlier in the season, Angel Reese exclaimed that "Anything that goes up is mine," reflecting her mentality in the paint. Reese is now the WNBA's Defensive Player of the Year. Grabbing 12.1 rebounds per game in the regular season, she is far ahead of any other player in that category, and her gritty style of play has made her a solid anchor for the Atlanta Dream. However, Flau'jae Johnson believes that if Reese can consistently deliver on a less talked-about aspect of her game, she can be nearly unplayable.
"On a defensive point, I wouldn't say nothing. She's just a dog, and when you a dog, things just happen on defense. She's relentless. She was playing like a DB against New York. It's relentless," said Johnson on Sue Bird's podcast, Bird's Eye View.
"But I would say offensively, like that three-point shot. I've seen a couple of highlights on Instagram where Jonquel's like Let her shoot. She's knocking them down. And I think that's the difference. If she could consistently do that, like you got to play them straight up and that opens up the lane. So I think like that's like the evolution of like her game. But defense isn't really worried about that."
Johnson is reflecting on the moment when, during the third game of the series, Reese found herself alone at the perimeter, with Liberty player Jonquel Jones leaving her unguarded, and Reese knocking down the three comfortably.
Flau'jae's candid take on Angel Reese's game reveals what scouts are really watching for. Subscribe to stay ahead of the WNBA's most compelling storylines.

#player

Miami is No. 1 after college football's wildest AP poll shake-up originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
College football's latest AP Top 25 did not just shuffle a few teams. It reset the top of the rankings.
Miami moved to No. 1 for the first time since 2002 after a weekend in which five of the previous top seven teams lost. BYU climbed to No. 2, its highest ranking since the 1984 national championship season, while Ohio State moved to No. 3.
The losses created a rare opening. Georgia, Notre Dame, Indiana, Alabama and Texas all fell, but the poll did not simply push every loser out of the top 10. Notre Dame, Georgia and Indiana remained among the top six, reflecting the strength of their records before Saturday and the quality of some of their opponents.
Taking over the top spot is a major achievement for Miami, but it also changes the conversation around the Hurricanes. They are no longer chasing the teams ahead of them. They are the team every contender will measure itself against.

#teams #sporting

Idina Menzel opened up about her split with Taye Diggs 12 years after their divorce.
She discussed the dissolution of their relationship during an appearance at New York Comic Con on October 8.
"It was very complicated, that whole time," Menzel said.
Idina Meznel is reflecting on her split with Taye Diggs 12 years after their divorce. Appearing at New York Comic Con on October 8, the actress explained how her work on Frozen and the musical If/Then helped her process the major life change.
"We were separating and it was really hard," Menzel said. She and Diggs were married from 2003 and 2014, and the couple welcomed their son Walker in 2009.

#york #october #years

Ash Gardner has spoken publicly for the first time about the alleged affair with teammate Georgia Voll that contributed to the breakdown of her marriage to Monica Wright.

Gardner said the situation became far more public than she expected and admitted she had been "naive" about the level of attention it would attract.

The controversy came to light earlier this year when Wright revealed the affair on social media. The relationship is believed to have begun during the Women's World Cup in India last year. Gardner has since apologised to Wright and said she has spent time reflecting on what happened.
Speaking to Australian outlet CODE Sports, Gardner acknowledged that her public image had taken a hit, saying, "My reputation has been tarnished with the public, but I guess something that I always try to strive to do when representing any team that I play in is be the best teammate that I can, and hopefully show what this team means to me when I'm playing for them."

The Australian vice-captain also said being a high-profile athlete means personal matters can attract intense public interest.

"Playing sport at a high level, you're open to having a platform, and sometimes with this comes interest from the public, and they want to know things about your personal life, and they invest, and then can make judgment either way of what you are or aren't doing."
Gardner admitted she was shocked when Wright publicly identified Voll, writing, "This is who my wife cheated on me with," alongside a photo of the teammate.

"I was certainly surprised, as you could imagine," Gardner said.

She added, "I certainly didn't expect the situation to take the path that it did, or to become as public as what it did. But I also understand that everyone has their own way of dealing with difficult situations."

Gardner said she now wants to focus on learning from the experience, having difficult conversations where necessary and moving forward with the Australian team.

She also said she understood Wright's perspective and tried to remain positive during what she described as a very difficult period.

#publicly

Mikayla Nogueira is opening up about the moment that ultimately contributed to the end of her marriage to her ex-husband, Cody Hawken.
The beauty influencer became emotional while recounting Hawken's near-fatal overdose during his sobriety journey. The couple was married for two years before their relationship ended in late 2025.
Now, Mikayla Nogueira is reflecting on the frightening experience that altered their relationship after unveiling a new romantic interest.
Xavier Collin/Image Press Agency/MEGA
Speaking on the "On Purpose With Jay Shetty" podcast, Nogueira recalled the painful incident, saying she woke up one night and realized Hawken was not in bed. She eventually found him unresponsive in another room and dialed 911.

#collin #press #mega

Jeffrey Archer said he was feeling "wistful and nostalgic" about his upbringing in Somerset a week before his death.
The bestselling author and former politician, who grew up in Weston-super-Mare, died on Monday at the age of 86, the day before the release of his latest - and last - novel.
BBC Breakfast presenter Jon Kay interviewed Archer last week at his alma mater, Wellington School in Somerset. He said Archer had been reflecting on his "extraordinary life" during their conversation.
"He admitted he was feeling a little wistful and nostalgic, reminiscent about Somerset in his later years," Kay said.
Author and former politician Jeffrey Archer dies aged 86

#somerset #feeling #week

Kim Kardashian is reflecting on being single for half a decade following her rocky split from her ex-husband Kanye West and her brief romance with Pete Davidson.
The reality TV star, 45, is currently dating British racing driver Lewis Hamilton.
Buzz: Kim Kardashian Gets Honest About The Part Of Dating Pete Davidson That 'Wasn't Fair'
"I was really single for five years," Kardashian told the U.K.'s Sunday Times in a story published Oct. 3. "And that felt great. I could focus on my kids and projects that I really wanted to be involved with."
Kardashian said she felt "no rush" to jump back into the dating pool.

#pete #felt #british

Alexis Bellino married John Janssen on Oct. 3 in Laguna Beach, California
The Real Housewives of Orange County alum shared two sweet posts on Instagram reflecting on their relationship and wedding in honor of their first anniversary
"It feels like yesterday that johnwjanssen and I said 'I DO,' " Bellino wrote in part
The Real Housewives of Orange County alum Alexis Bellino is celebrating one year of marriage.
The Bravo star, 49, married John Janssen, 63, last year in Laguna Beach, California. She commemorated their first wedding anniversary with two sweet posts on Instagram on Saturday, Oct. 3.

#laguna

Kim Zolciak once appeared to have the kind of reality-TV life built for a fairy tale: a high-profile romance, a growing family, a lavish home and a hit Bravo spinoff.
More than a decade later, that image has been replaced by a bitter divorce, custody battles, financial problems and a legal case involving her teenage son.
Now, former publicist Jonathan Jaxson is reflecting on the dramatic shift, saying the lifestyle surrounding Zolciak eventually became something far darker.
Ralph Notaro / MEGA
Jaxson, who worked with Kim Zolciak from 2007 to 2009 and reconnected with her during her separation from Kroy Biermann, told the Daily Mail that the reality star's "very turbulent" lifestyle seemed to become "toxic."

#jaxson #mega #kroy

Pete Davidson reflected on his struggle with addiction and said he was using drugs heavily in the summer of 2023
He said an emotional FaceTime call from his mother motivated him to seek treatment and focus on sobriety
Davidson added that becoming a father helped him avoid drugs as he raises his daughter, Scottie, whom he shares with ex Elsie Hewitt
Pete Davidson is reflecting on how "scary" his past drug use was and his journey to sobriety.
In an interview with Variety, published Wednesday, Sept. 30, the 32-year-old comedian and actor opened up about a particularly difficult time in the summer of 2023, which ultimately led him to pursue treatment.

#davidson #pete #hewitt

WASHINGTON (AP) — A judge in the nation's capital agreed on Thursday to permanently dismiss a criminal case charging a former Olympian with vandalizing the Lincoln Memorial Reflecting Pool, a move that could prevent federal prosecutors from reviving the case under political pressure from President Donald Trump.
D.C. Superior Court Judge Todd Edelman ordered the dismissal of David Hearn's case with "prejudice," which would block U.S. Attorney Jeanine Pirro's office from refiling the felony charge against him. The judge ruled nearly a month after hearing attorneys' arguments.
Hearn's lawyers say Trump administration officials have continued to falsely accuse the Maryland resident of vandalizing the reflecting pool despite Pirro's decision to drop the case on July 31. Trump responded by saying Pirro "choked" and "folded like an umbrella."
Edelman said the case presents "exceptional circumstances" that warrant dismissing the case permanently. He agreed with defense attorneys that the government "shot first and asked questions later" by charging Hearn in a "a lightning-fast indictment process."
"While the government wishes to hold open the possibility of the development of evidence that would support a future prosecution, its own representations make plain that such a possibility is theoretical at best, and more likely, is simply fanciful," the judge wrote.

#reflecting

Ben Affleck once escaped a terrifying teenage mugging after recognizing the boys holding him at knifepoint. Years later, he learned one of those boys had killed someone and served 20 years in prison.
The actor recently revisited the encounter while reflecting on his childhood in Cambridge, Massachusetts. What began as a frightening walk home eventually became a memory that followed him into parenthood.
Affleck shared the story during an interview with Kerry Washington on her Street You Grew Up On podcast. He recalled walking home from high school at around 15 when two boys in hoods crossed the street toward him. Affleck initially considered running but decided against it. "They pass me, grab me, take a knife out: 'Gimme your money,'" he recalled. "And I was like, 'Oh!' I was scared."
The situation changed when Affleck recognized the teenagers from playing baseball. The boys also recognized him, turning the encounter from a mugging into a strange neighborhood exchange. "So I was like, 'I guess I'm off the hook?'" he remembered. Affleck later discovered that one of the boys had taken a much darker path. "That kid who robbed me ended up three or four years later killing somebody with a knife and going to prison for 20 years," he said.
He also admitted that he never told his mother about the incident. Affleck said he avoided worrying her and now regretted keeping difficult experiences to himself. "I didn't wanna worry her. I didn't wanna scare her," he explained. That silence became especially meaningful after Affleck became a father. "You guys know you can tell me anything. Anything! I'm so cool with anything you have to say," he recalled telling his children.

#mugging #prison

Huntington Bancshares Incorporated (NASDAQ:HBAN) dropped 5.55% to $15.82 on September 16, 2026, close to its 52-week low. The price movement was triggered by a profit warning at a Barclays conference. Huntington brought down its 2027 EPS guidance from above $1.90 to the range of $1.75-$1.83, and its 2026 net interest income growth from 39%-43% to roughly 35%. What matters more than these numbers is the reason behind them. Deposit costs are rising, and loan pricing is tightening, and it landed on the day the Fed delivered its first interest rate hike since 2023. The drop therefore raises the question: is this an oversold bank or the opening crack in regional-bank margins?
A well-run bank has just lowered its guidance, citing intense competition for deposits and loans. If Huntington feels the margin pressure, then it is likely that its peers feel the same. This explains why Fifth Third shares slid 4.1% on the same afternoon alongside the whole financials group. The Fed's new hike makes the environment more unfavorable for the group in the near term. While rate increases eventually lift ***** et yields, banks must immediately offer higher deposit yields to retain balances, squeezing net interest margins in the near term. Furthermore, accelerated commercial real estate loan payoffs reduced total earning ***** ets, though these early payoffs lower credit risk on the loan book.
The selloff leans too much into the reset. A move to $1.75-$1.83 from above $1.90 is a modest single-digit trim. Huntington sustains its profit as well as its operational performance. Loans reached $189 billion from $50 billion in 2015. Deposits touched $222 billion. And one of the company's biggest growth engines, value-added fee income, compounded at a 14% annual rate since mid-2024, with year-to-date growth near 32%. The income helps offset a notable portion of the spread pressure and offers a competitive edge against pure spread lenders.
A higher-for-longer rate environment carries trade-offs for commercial banks. It drives up deposit expenses, reflecting the margin pressure Huntington reported. It also expands loan yields as credit ***** ets reprice. Deposit beta determines the net effect by measuring how much of each benchmark rate increase the bank transfers to depositors. After the rate hikes, deposit costs typically rise further, so betting on a near-term peak takes some faith. A lower beta allows fee revenue to support earnings, whereas a higher beta keeps the squeeze sustained over multiple quarters.

#bank #interest #Growth

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company's position in telecom infrastructure, cloud software, and hardware networking solutions.
Riley noted that the company's networking businesses are seeing strong growth. In Q2 2026, Optical Networks revenue increased 20% year-over-year, while IP Networks grew 16%. Net sales to AI and cloud customers also surged 105%. The research firm noted that hyperscalers continue to purchase Nokia Oyj's (NYSE:NOK) AI networking products to support large-scale computing clusters.
The company's AI and cloud opportunity is also reflected in its order book. Nokia Oyj (NYSE:NOK) reported EUR 2.8 billion in AI and cloud order intake during the second quarter of 2026. B. Riley pointed out that this provides revenue visibility into 2027. The firm also noted that the carrier inventory correction cycle that had weighed on global capital expenditures has now concluded.
Riley derived its $15 price target using a sum-of-the-parts valuation that separates the company's legacy ****** ets from its data center business. The firm applied a premium hardware multiple to the data center segment, reflecting its view of the potential operating leverage in that business.
Profitability Remains a Concern

#riley #NYSE #firm

Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.

#Companies

GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company's backlog could hit the $200 billion mark "very early" in 2027, sooner than Wall Street had expected. The company expects the "strong and durable demand" to drive accelerated growth after its backlog had reached $167 billion at the end of the second quarter of 2026.
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 ⁠billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data ⁠center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.

#billion #year #data #center

Volkswagen has dramatically cut its 2026 profit outlook as deteriorating business in China, restructuring costs and a multibillion-euro writedown at Porsche pile pressure on Europe's largest automaker.
The German carmaker now expects an operating margin of no more than 1% this year, down from its previous forecast of at least 4%, according to Bloomberg. Volkswagen shares fell more than 7% following the announcement, dragging other automakers lower.
VW expects around €10 billion ($11.5 billion) in charges this year, including restructuring costs ****** ociated with workforce reductions and writedowns on Chinese ****** ets. The total includes a €6-billion writedown related to Porsche, reflecting revised long-term expectations for the sports-car maker.
Excluding the exceptional charges, Volkswagen said its operating margin would be around 4%.
China represents one of the biggest challenges. Volkswagen CFO Arno Antlitz said the market has contracted by around 20%, with no stabilization currently in sight. Chinese automakers are simultaneously taking domestic market share and expanding into Europe with competitively priced electric vehicles.

#porsche

Picture a snowy mountain slope in France or an elite tennis court during a grand slam. Whether it is an Arc'teryx jacket designed for the harshest alpine conditions or a Wilson racket in the hands of a professional, Amer Sports (NYSE:AS) equips the world's most demanding athletes. The company functions as a global powerhouse in athletic gear and apparel, operating a premium multi-brand platform that spans from high-end technical clothing to specialized sports equipment. With its current stock price at $27.26 as of Sept. 16, 2026, the company has seen the stock decline 26% over the past year, reflecting the market's digestion of its rapid post-IPO scaling.
Our proprietary Hidden Gems scoring system **** igns Amer Sports an overall Superscore of 75 out of 100, placing it in the Above Average category. This score ranks the company in the Top ~21% of every company we evaluate, ahead of roughly 79 out of every 100 firms we score. The Superscore serves as a data-driven starting point, and this article examines both the operational momentum fueling its recent success and the structural hurdles that keep the company below top-tier rankings, helping you weigh these signals against your own research.
Strong revenue momentum: The company achieved 27% year-over-year revenue growth in 2025, reaching $6.6 billion as it successfully scaled its brand-led platform across global markets.
Effective channel pivot: Direct-to-consumer revenue surged 43% in 2025, allowing the company to capture higher margins and deepen its direct relationship with premium consumers.
Expanding operational efficiency: Adjusted EBITDA margins widened to 18% in 2025, demonstrating that the company's shared infrastructure strategy is successfully converting scale into bottom-line profitability.

#company #sports #global #premium

NEW YORK, Sept 16 (Reuters) - The Federal Reserve raised interest rates on Wednesday and flagged further increases in borrowing costs in coming months, with new US central bank chief Kevin Warsh joining a unanimous decision that effectively acknowledges the Trump administration's inability so far to control inflation.
Speaking in Washington after the decision's release, Warsh echoed the official statement in promising the Fed's policy committee would "deliver price stability." Stocks and bonds sold off late Wednesday afternoon, reflecting expectations that rates may continue to rise for some time.
New policy projections showed 16 of 18 policymakers anticipate at least one more quarter-percentage-point hike by the end of this year, with only two of them seeing rates remaining stable from here. Warsh apparently again did not submit a rate projection.
It's the first policy shift under the new Fed chief, who took office in late May after being selected by Trump with an expectation that he would cut rates.
The Fed's new policy statement and economic projections, to the contrary, show a central bank opening the door on tighter monetary policy through next year, with the policy rate rising to the 4.00%-4.25% range by the end of this ‌year and ending 2027 at the same level.

#rates #warsh #year #chief

Spring, Texas-based Hewlett Packard Enterprise Company (HPE) develops intelligent solutions in the United States, the Americas, and internationally. The company has a market cap of $74.2 billion and operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other, and offers general-purpose servers, workload-optimized servers, and integrated systems, among others.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
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#packard

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Brown & Brown, Inc. (NYSE:BRO). Brown & Brown, Inc. (NYSE:BRO) is a leading insurance brokerage firm operating through Retail and Specialty Distribution segments. On September 15, 2026, Brown & Brown, Inc. (NYSE:BRO) closed at $67.23 per share, reflecting a market capitalization of $22.5 billion. Brown & Brown, Inc. (NYSE:BRO) posted a one‑month return of -6.29%, while its shares lost 27.35% over the past 52 weeks.
Parnassus Growth Equity Fund stated the following regarding Brown & Brown, Inc. (NYSE:BRO) in its Q2 2026 investor letter:
"We sold Brown & Brown Inc. during the quarter. Brown & Brown, Inc. (NYSE:BRO) remains a high-quality business, but we see rising near term risks as the company navigates an industry downturn, integrates a large acquisition and works to close an AI capability gap versus larger peers."
Brown & Brown, Inc. (NYSE:BRO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 44 hedge fund portfolios held Brown & Brown, Inc. (NYSE:BRO) at the end of the second quarter, compared to 41 in the previous quarter. While we acknowledge the potential of Brown & Brown, Inc. (NYSE:BRO) 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.

#quarter #letter

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted CoStar Group, Inc. (NASDAQ:CSGP). CoStar Group, Inc. (NASDAQ:CSGP), an information, ****** ytics, and online marketplace services provider for commercial and residential property markets. On September 15, 2026, CoStar Group, Inc. (NASDAQ:CSGP) closed at $31.56 per share, reflecting a market capitalization of $12.79 billion. CoStar Group, Inc. (NASDAQ:CSGP) posted a one-month return of -6.43%, while its shares lost 64.08% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding CoStar Group, Inc. (NASDAQ:CSGP) in its Q2 2026 investor letter:
"CoStar Group, Inc.'s (NASDAQ:CSGP) management prevailed in its struggle with an activist investor and remains undeterred in its residential real estate strategy. Investors are clearly skeptical of management's plan, but at current prices, we believe the punishment has gone too far."
CoStar Group, Inc. (NASDAQ:CSGP) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 58 hedge fund portfolios held CoStar Group, Inc. (NASDAQ:CSGP) at the end of the second quarter, down from 62 in the previous quarter. While we acknowledge the potential of CoStar Group, Inc. (NASDAQ:CSGP) 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.

#group #NASDAQ #fund #weitz

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added postion. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On September 15, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $77.90 per share, reflecting a market capitalization of $324.37 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of -2.89%, while its shares lost 36.59% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"We initiated two new positions during the second quarter. Most will be familiar with global streaming giant, Netflix, Inc. (NASDAQ:NFLX). The company made headlines as it tried to acquire Warner Bros. from Warner Bros. Discovery before ultimately walking away from a bidding war for the company. Some investors feared its bid signaled stagnation in its streaming business. At the time of this writing, the 2026 FIFA World Cup is also captivating audiences and draining attention and engagement from Netflix's service. Despite these near-term perception headwinds, we are optimistic that Netflix's introduction of an ad-supported tier is a savvy strategy to extend its growth runway: Netflix will not only participate in the large, multi-billion-dollar global advertising market, but a lower-price ad-tier broadens its potential customer base while simultaneously enhancing the pricing power of its premium, ad free tier."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 121 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, down from 144 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) 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.

#second

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On September 15, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.43 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of -0.08%, while its shares gained 36.65% over the past 52 weeks.
Conventum – Alluvium Global Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) was the Fund's strongest performer over the quarter, up 24.4%. There's little to add from our last report, except that its 22% revenue growth exceeded our expectations, and it seems it can't keep up with demand, hence it has increased, yet again (and somewhat worryingly) its capital expenditure to budget (to USD 190b) and expects further increases next year."
Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. As per our database, 195 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the second quarter, which was 201 in the previous quarter. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) 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.

#alphabet #NASDAQ #quarter #conventum

STERIS plc (STE), with a market capitalization of approximately $20.8 billion, is a global healthcare company focused on infection prevention and patient care. The Mentor, Ohio-based company provides consumable products, capital equipment, maintenance and repair services, sterilization solutions, laboratory testing, outsourced reprocessing, and operating room connectivity solutions.
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and STERIS fits this description, with its market capitalization reflecting its substantial size and established position within the healthcare sector. STERIS stands out by combining a leading position in infection prevention with a broad range of healthcare and sterilization products and services. Its trusted brand, loyal customer base, strong financial position, and strategic acquisitions strengthen its competitive position while supporting continued expansion and innovation.
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#steris #position

Portsmouth-based Iron Mountain Incorporated (IRM) is a global leader in information management services, trusted by more than 240,000 customers in 61 countries. The company has a market cap of $33.4 billion and offers solutions for information management, digital transformation, information security, data centers, and ******* et lifecycle management (ALM).
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." IRM fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the specialty REIT industry.
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#information #incorporated #Companies

Akron, Ohio-based FirstEnergy Corp. (FE) engages in the generation, distribution, and transmission of electricity in the United States. The company has a market cap of $26.5 billion and operates through Distribution, Integrated, and Stand-Alone Transmission segments, and owns and operates coal-fired, nuclear, hydroelectric, wind, and solar power-generating facilities.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." FE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the regulated electric utilities industry.
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#operates

When a caller inquired about SoFi Technologies, Inc. (NASDAQ:SOFI) during the September 10 episode of Mad Money, Jim Cramer commented:
Well, you know, it's a financial tech. It's a bank, but let's put it this way: It's doing as well as it can, but it has a very high price-to-earnings multiple versus the others in its cohort. So, it's going to mark time until the earnings continue to go up. I do like the company. I like the management. I wouldn't mind you owning it for the long term.
SoFi Technologies, Inc. (NASDAQ:SOFI) reported record second-quarter adjusted net revenue of $1.2 billion, up 40% year over year, while GAAP net income rose 61% to $156.6 million. Adjusted EBITDA increased 44% to $358 million. Loan originations reached a record $14.8 billion, while members increased 35% to 15.8 million and deposits reached $45.5 billion. Moreover, at the September 8 Goldman Sachs conference, CFO Chris Lapointe said SoFi generated approximately 40% year-over-year revenue growth in each of the first two quarters and approximately 30% adjusted EBITDA margins. He also said the company had outpaced the Rule of 40 for 20 consecutive quarters. Additionally, the company raised its 2026 adjusted net revenue outlook to $4.75 billion to $4.85 billion but maintained its adjusted EPS outlook at $0.60.
A concern is that SoFi Technologies, Inc.'s (NASDAQ:SOFI) earnings growth may not be sufficient to justify the multiple investors are paying. SoFi is trading at a premium valuation compared to its traditional banking peers, with Yahoo Finance's latest data showing a trailing P/E of 35.12 and a forward P/E of 21.51. That valuation leaves the shares sensitive to a slowdown in earnings growth. Credit performance is another important consideration as SoFi expands its lending business. For the six months ended June 30, total net charge-offs were $406.1 million, up $77.2 million from the prior-year period, while the total net charge-off ratio declined to 1.91% from 2.24%. The increase in charge-offs was driven primarily by higher personal-loan net charge-offs and student-loan net charge-offs, reflecting growth in average loans.
According to Insider Monkey, which tracks more than 1,000 hedge funds, 44 hedge funds held SoFi in Q2, down from 47 in Q1. Its short interest stood at about 14% to 15% of the float. SoFi Technologies, Inc.'s (NASDAQ:SOFI) growth and improving profitability give Cramer's long-term view a fundamental basis, but its valuation still leaves the stock dependent on continued earnings growth. The company's ability to turn strong revenue and loan growth into higher earnings will remain important to the stock's valuation.

#earnings #adjusted #million #charge