CoreWeave (CRWV) is pushing higher on July 30 after announcing a partnership with government IT giant Leidos to bring secure, specialized AI cloud infrastructure to U.S. federal agencies.
In a joint press release, the companies said their collaboration will target defense, intelligence, and national security applications across classified government environments.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most **** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.

#coreweave #july #leidos

Mortgage rates rose this week to the highest level in a year, mortgage buyer Freddie Mac said Thursday.
Freddie Mac's latest Primary Mortgage Market Survey, released Thursday, showed the average rate on the benchmark 30-year fixed mortgage climbed to 6.66% from last week's reading of 6.58%.
The average rate on a 30-year loan was 6.72% a year ago.
How Does Fed Chair Nominee Kevin Warsh View The Central Bank's Inflation Goal?
"The housing market continues to benefit from more available inventory, providing prospective homebuyers with additional options and helping support buyer activity as mortgage rates fluctuate," said Sam Khater, Freddie Mac's chief economist.

#mortgage #average

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#carillon #fund #letter #investment

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."

#NASDAQ #letter

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."

#holdings #vertiv #carillon

Savannah Guthrie's missing mother, Nancy Guthrie, may have died shortly after she was allegedly taken from her home.
In a ransom note sent to the Today coanchor and her family, the writer claims, "We did not fully grasp the seriousness of her physical condition. We never intended to hurt her, that was not our intention. She perished shortly after she was taken."
"We believe it was heart related," the writer said regarding the alleged death of Nancy, who was 84 years old when she went missing. "She is buried in nature now. Nothing you could have done could have changed the outcome."
"We want your family to know this and hope you all can find peace," the note read. "We are truly sorry."
The note, sent to Tucson CBS affiliate KOLD-TV on February 6, was part of new information released on Friday, July 31, by the Pima County Sheriff's Department.

#shortly #taken #sent

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Karman Holdings Inc. (NYSE:KRMN). Karman Holdings Inc. (NYSE:KRMN) engages in designing, testing, and manufacturing mission-critical systems in the United States. On July 29, 2026, Karman Holdings Inc. (NYSE:KRMN) closed at $45.59 per share. One-month return of Karman Holdings Inc. (NYSE:KRMN) was -19.12% and its shares gained -11.82% over the past 52 weeks. Karman Holdings Inc. (NYSE:KRMN) has a market capitalization of $6.04 billion with a 52-week trading range between $43.68 - $118.38.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q2 2026 investor letter:
"Karman Holdings Inc. (NYSE:KRMN) provides components and systems for existing and emerging missile, defense, and **** e programs. The company's stock underperformed after Karman reported quarterly organic growth that came in slightly below market expectations. Ongoing noise surrounding next year's defense budget also has weighed on most defense company valuations in recent months. Despite these near-term dynamics, Karman's positioning as a supplier to a wide range of the most rapidly growing military programs – spanning hypersonics, strategic missile defense, tactical munitions, and **** e and launch operations – provides significant visibility toward robust organic growth for the foreseeable future."

#carillon #defense

Will Smith is one of the biggest celebrities in Hollywood. As the world copes with another Christopher Nolan success with the release of "The Odyssey," it's a good time to look back on the comments he once made, revealing that he was once offered one of Nolan's most famous roles. He turned it down because he didn't understand the plot.
Smith has been one of Hollywood's biggest stars since the '90s (Getty)
Smith shared this moment last year, on the radio station KISS XTRA. He revealed that the anecdote is not one he likes to discuss often, because he regrets his decision.
"I don't think I've ever said it publicly before, but I am going to say it now because we are opening up to one another," he said with a laugh. "Chris Nolan brought me 'Inception' first and I didn't get it. I've never said that out loud. Now that I think about it, it's those movies that go into those alternate realities that don't pitch well. But I am hurt by those, too… It hurts too bad to talk about."
It's a baffling career move considering Nolan had just come off of directing one of the most beloved action movies in the world: "The Dark Knight."

#i 've #once #think

CHICAGO (AP) — A former Illinois sheriff's deputy won't get an early medical release from his two-decade prison sentence for killing Sonya Massey inside her home after the Black woman called 911 about a possible prowler, state officials decided Friday.
Sean Grayson had been diagnosed with colon cancer prior to the 2024 shooting, and his attorney noted in January that the cancer had advanced to his liver and lungs.
The three-member Illinois Prisoner Review Board voted unanimously Friday to deny Grayson's application for early medical release, Liz Mitchell, a board spokesperson, said in an email.
Grayson, who is white, was convicted in October of second-degree murder for Massey's killing, a case that sparked protests over systemic racism and a U.S. Department of Justice review.
Body camera footage showed Grayson and another deputy enter Massey's home in Springfield, Illinois. Minutes later, Grayson shot the 36-year-old single mother in the face as she moved a pot of hot water from the stove and told him, "I rebuke you in the name of Jesus."

#board #deputy #release

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focusing on developing therapies for patients with serious and rare diseases. On July 23, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $103.12 per share, reflecting a market capitalization of $22.35 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month return of -10.60%, and its shares lost 7.00% over the past 52 weeks.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company underperformed primarily because first-quarter Brinsupri sales, which were ahead of consensus estimates, fell short of more bullish estimates. Fortunately, second-quarter prescription trends have been strong and point to sales closer to the high end of consensus expectations."
Insmed Incorporated (NASDAQ:INSM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the first quarter which was 75 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) 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.

#insmed #company

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted CarMax, Inc. (NYSE:KMX), which it exited during the year. CarMax, Inc. (NYSE:KMX) is a used vehicle retailer headquartered in Richmond, Virginia. On July 29, 2026, CarMax, Inc. (NYSE:KMX) closed at $59.11 per share, reflecting a market capitalization of $8.39 billion. CarMax, Inc. (NYSE:KMX) posted a one-month return of 15.95%, while its shares gained 1.87% over the past 52 weeks.
Vulcan Value Partners stated the following regarding CarMax, Inc. (NYSE:KMX) in its Q2 2026 investor update:
"CarMax, Inc.'s (NYSE:KMX) stock performed well during the quarter. Fiscal 1Q 2027 (which ends in May) results were in line with management expectations and volumes continued to respond favorably to targeted investments in price. We are excited about the new CEO, Keith Barr, who was hired earlier this year. Our favorable impression of Keith dates back to his long successful tenure as CEO of InterContinental Hotels Group, another MVP company. With the stock price rising and our value stable, we took the opportunity to reallocate capital to more discounted names in the portfolio."
CarMax, Inc. (NYSE:KMX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge fund portfolios held CarMax, Inc. (NYSE:KMX) at the end of the first quarter, compared to 52 in the previous quarter. While we acknowledge the potential of CarMax, Inc. (NYSE:KMX) 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.

#NYSE #value #partners #quarter

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)

#servicenow #composite #company #returned

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Veeva Systems Inc. (NYSE:VEEV), noting its inclusion in the firm's All-Cap strategy this quarter. Veeva Systems Inc. (NYSE:VEEV) is a technology company that provides a cloud-based software platform for the life sciences industry. On July 29, 2026, Veeva Systems Inc. (NYSE:VEEV) closed at $207.91 per share, reflecting a market capitalization of $33.77 billion. Veeva Systems Inc. (NYSE:VEEV) posted a one-month return of 7.87%, while its shares lost 26.84% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Veeva Systems Inc. (NYSE:VEEV) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc. (NYSE:VEEV), Equifax Inc., and ServiceNow Inc. Veeva is the dominant vertical market software system of record for the life sciences industry. Their customers rely on and trust Veeva to help them run their entire business. Everything from the development, regulatory approval, and manufacturing of drugs to the selling and marketing of drugs runs on Veeva's platform.
Veeva grew revenue and EBIT 16% and 24%, respectively in 2025 and it is off to a strong start in 2026. Despite these strong results, the stock is down close to 20% year to date through the end of June in sympathy with the rest of the application software sector.…." (Click here to read the full text)

#systems #veev #vulcan #quarter

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 29, 2026, SAP SE (NYSE:SAP) closed at $185.99 per share, reflecting a market capitalization of $214.67 billion. SAP SE (NYSE:SAP) posted a one-month return of 14.39%, while its shares lost 35.13% over the past 52 weeks.
Vulcan Value Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"SAP SE (NYSE:SAP) is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates. SAP's Q1 results were very strong, with total revenue up 12% and EBIT up 16%. Cloud revenue grew 27% and their cloud backlog grew 25%. They also repurchased €2.6B of stock in the quarter and maintained full-year guidance. Our value continues to grow and we believe its shares remain significantly discounted. We took advantage of stock price volatility to add to our position in SAP during the quarter."
SAP SE (NYSE:SAP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held SAP SE (NYSE:SAP) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of SAP SE (NYSE:SAP) 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.

#letter

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted PROG Holdings, Inc. (NYSE:PRG). Based in Draper, Utah, PROG Holdings, Inc. (NYSE:PRG) is a financial technology holding company. On July 29, 2026, PROG Holdings, Inc. (NYSE:PRG) closed at $42.78 per share, reflecting a market capitalization of $1.71 billion. PROG Holdings, Inc. (NYSE:PRG) posted a one-month return of -3.06%, while its shares gained 34.36% over the past 52 weeks.
Vulcan Value Partners stated the following regarding PROG Holdings, Inc. (NYSE:PRG) in its Q2 2026 investor update:
"PROG Holdings, Inc. (NYSE:PRG) provides lease-to-own financing to retailers and their non-prime customers. Its acquisition of Purchasing Power closed in the first quarter, which brings another attractive tool to the company's financing ecosystem. Additionally, the business, especially its buy now, pay later business, Four Technologies, has continued to execute well in a mixed environment."
PROG Holdings, Inc. (NYSE:PRG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held PROG Holdings, Inc. (NYSE:PRG) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of PROG Holdings, Inc. (NYSE:PRG) 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.

#prog #NYSE

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Badger Meter, Inc. (NYSE:BMI), a recent addition to the firm's small‑cap strategy. Badger Meter, Inc. (NYSE:BMI) is a US-based flow measurement, quality, control, and communication solutions company with a strong focus on Utility water smart metering solutions and software technologies. On July 29, 2026, Badger Meter, Inc. (NYSE:BMI) closed at $133.54 per share, reflecting a market capitalization of $3.87 billion. Badger Meter, Inc. (NYSE:BMI) posted a one-month return of -8.61%, while its shares lost 29.38% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Badger Meter, Inc. (NYSE:BMI) in its Q2 2026 investor update:
"We purchased Badger Meter, Inc. (NYSE:BMI) and TPG Inc. during the quarter. Badger Meter is the only pure-play, publicly traded manufacturer of water meters in North America. More than 120 years old, the company now supports over 50,000 water utilities across the country. It is one of three players that have controlled roughly 85% of the North American water meter market for decades. Water meters are essential tools for water utilities in generating revenue. If meter readings are outdated or inaccurate, the utility risks losing revenue by underbilling end customers. Given the cost of failure is high, it comes as no surprise that 85% of Badger Meter's revenue is derived from replacement demand. In addition to stable unit volume growth over the long term, Badger Meter has and will continue to benefit from positive mix benefits tied to its advanced metering infrastructure and ***** ociated software offering, both of which carry higher margins. Despite slowing industry growth due to difficult post-Covid comparisons, we expect operating performance to improve as the company executes against its strong pipeline of opportunities over the coming years. Badger Meter has a long history of profitable growth, is supported by a net cash balance sheet, and is led by a management team compensated on metrics such as FCF conversion and returns on invested capital. After many years of watching the company's success from afar, we

The disrespect for the reigning Super Bowl LX champions Seattle Seahawks continues to grow. At this point, the growth is a daily feature. I'm talking specifically about the disrespect leveled at the Seahawks by the popular Madden video game franchise.
In the latest edition of the game, Madden 27, the team at EA Sports have been releasing their top 10 rankings for various positions, units and even teams. Seattle's elite defense was mightily disrespected earlier in the week, as Madden 27 had them as only the 10th best unit in the game. Out of the position rankings (defensive tackle, edge, linebacker, cornerback and safety) only one Seahawk - Devon Witherspoon - cracked the top 10 in any of those lists. Players like Leonard Williams, Byron Murphy II, Ernest Jones IV, Julian Love and Nick Emmanwori were nowhere to be seen.
Now, the disrespect continues to an equally insulting degree. On Friday, Madden 27 released their top 10 rankings for teams overall. Yes, Seattle did make the cut... but only barely. According to Madden 27, the Seahawks are only the 10th best team in the game. As for those ahead of them, well, just take a look for yourselves.
The Seahawks obliterated the 49ers in the Divisional Round, outlasted the Rams in the NFCCG (one missed field goal from going 3-0 against them last year) and humiliated the Patriots in Super Bowl LX.

Madden had put Seattle below all three. https://t.co/iQqX3umMZ3
Aside from the three teams I have listed in the tweet above (all with good reasons I laid out, of course) the other two insulting placements come in the form of the Detroit Lions and the Baltimore Ravens. The No. 3 and No. 4 ranked teams, really? Detroit finished 9-8 last season and weren't particularly good at anything, at least when compared to the Seahawks of course. As for the Ravens, they were 8-9 and missed the playoffs like the Lions did as well. I know Baltimore had injuries they dealt with, but they always have injuries! Not to mention they will be rolling with a first year head coach in 2026.

#Seattle #teams #rankings #super

In a recent post on X, respected journalist Fabrizio Romano claimed that Chelsea are set to sign former Liverpool midfielder Jordan Henderson on a two-year deal. It has been stated that the Blues will secure the services of the English talent on a free transfer this week.
Henderson enjoyed a good run of form at the English club in the previous campaign as he put in a string of influential displays for them in the Premier League. The England international scored once and grabbed three ***** ists in 34 matches for Brentford last season in all competitions.
The 36-year-old is currently one of the most experienced central midfielders in the Premier League. Hence, Chelsea would do well to sign him on a short-term contract this summer.
Henderson is currently a free agent after being released by Brentford recently. Hence, the Blues would be able to sign him on a free transfer this off-season.
MEXICO CITY, MEXICO – JULY 04: Jordan Henderson #14 of England speaks to the media during a press conference ahead of the FIFA World Cup 2026 Round of 16 match between Mexico and England on July 04, 2026 in Mexico City, Mexico. (Photo by Richard Pelham/Getty Images)

#Chelsea

Training camp can be fickle. Earlier this week, the Green Bay Packers signed kicker Lenny Krieg. Just yesterday, receiver Brendan Rice missed his first practice with a hamstring injury. On Friday, both of those players were released to make room for the additions of receiver Kaden Prather and long snapper Cal Adomitis.
The old adage is that you can't make the club in the tub, and that's truer the further you go down the depth chart. This is your reminder of how thin the margins are for the bottom 20-ish players on the Packers' 91-man offseason roster to keep their jobs on a day-to-day basis.
Beyond the transactions, here's what you missed on Friday if you weren't able to attend today's training camp practice.
TUCKER KRAFT IS BACK. The tight end isn't participating in team drills just yet, but he is off the physically unable to perform list and did do individual drills on Friday. For those keeping track at home, he did return to practice earlier than receiver Christian Watson did off his ACL tear. If edge rusher Micah Parsons follows the same timeline as Kraft, his return to practice would be somewhere in mid-September (which is now allowed for players on the PUP list due to an offseason rule change).
Linebacker Edgerrin Cooper's injury on Thursday was not serious and be practiced on Friday.

#players #packers #missed

The Denver Broncos are bringing in veteran Sam Webb and parting ways with an injured rookie to make room for him.
Denver officially designated undrafted cornerback Blake Cotton as waived/injured on Friday. He will revert to injured reserve after clearing waivers.
However, after news broke on Thursday evening that the Broncos planned to sign Webb, Cotton told the Denver Gazette's Chris Tomasson that Denver planned to waive him with an injury settlement. So he will presumably be released from IR with a settlement in the coming days.
Cotton (6-2, 195 pounds) totaled 30 tackles and seven pass breakups in 13 games at Utah last fall. He told Tomasson that he suffered a hamstring injury on the first day of training camp acclimation. The Broncos have not ruled out the possibility of bringing Cotton back at some point down the road, according to Tomasson.
Waived/injured CB Blake Cotton

#injured

Chelsea have been handed a significant boost as speedy winger Mykhailo Mudryk has been cleared to return to action after nearly two years out.
The Ukraine international was suspended for doping, but the ban has been lifted with immediate effect.
The Football ******* ociation's statement said that under current scientific testing standards, the sample collected from the 25-year-old would not have been reported as a positive violation.
Chelsea have released a statement also confirming the news, and the former Shakhtar Donetsk man will jet out to Hong Kong to join the team on tour.
Mudryk's last appearance for the Blues was against Heidenheim in the Europa Conference League in 2024.

#statement #hong #kong

Spanish football's two leading clubs have on Friday released public statements, paying tribute to Italian football icon Franco Baresi.
This comes after word was forthcoming that the former defender has passed away, at the age of just 66.
Baresi is widely considered to be one of the greatest defenders in the history of football. The Italian spent the entirety of his playing days on the books of AC Milan, racking up over 700 official appearances for the club.
Across this time, from his berth at the heart of defence, more often than not in a deep-lying 'sweeper' role, the stopper guided the Rossoneri through one of the most successful periods in their storied history.
Captain and the very definition of a 'silent leader', Baresi's imprint on not only Italian, but European football is evidenced by his three Champions League ******* les, and World Cup crown.

#spanish

Seattle Seahawks defensive tackle Leonard Williams was a second-team All-Pro honoree in 2025, but his status as a top five player at the position was not solidified in AP's positional rankings this year.
The ****** ociated Press released their interior defensive linemen rankings on this summer, with Williams being left out of the top five, though he received votes.
Williams had a strong season in 2025 where he registered seven sacks and 22 quarterback hits on the year. He helped the Seahawks win the Super Bowl at the end of the previous season.
The 32-year-old plays with the speed and ability to get through opposing teams' guards and centers with superb technique that distinguishes him from his peers in the league. He is primed to have a strong season once again with the Seahawks in 2026.
This article originally appeared on Seahawks Wire: Seahawks star Leonard Williams left off AP preseason IDL rankings

#left

The Los Angeles Rams are going to be a problem this year, both on Sundays and in "Madden NFL 27". They're the highest-rated team in this year's edition of Madden, coming in with a 91 overall rating – three rating points better than every other team in football.
Their roster is loaded from top to bottom, as evidenced by the initial ratings for Madden 27. Matthew Stafford and Myles Garrett are both 99 overall, and Puka Nacua isn't far behind at 98 overall.
With the full ratings now released, we can take a look at other players on the team, including Davante Adams and Kevin Dotson, who are both 90 overall. The Rams have a whopping six players who are at least a 90 overall, and even more impressively, 17 players who are at least an 80.
Below are the top 25 Rams players in Madden 27 based on overall rating.
QB Matthew Stafford: 99 overall

#players #stafford

The Toronto Tempo have traded the rights to Maria Kliundikova and a 2028 second-round pick to the Connecticut Sun in exchange for forward Aneesah Morrow, bolstering their frontcourt just a few days before the midseason trade deadline.
Morrow has averaged 11.6 points, 8.9 rebounds, and 1.7 ****** ists per game, while shooting 42.1% from the field and 28.4% from three. She has recorded 9 double-doubles, tied for the 8th-most in the league. She is fresh off back-to-back 21-point performances against the Washington Mystics and Toronto Tempo.
Tempo general manager Monica Wright Rogers praised the trade in the official press release.
"We're thrilled to welcome Aneesah to our organization," said Rogers. "She's a relentless competitor who impacts the game in so many ways, particularly with her ability to rebound at a high level. We believe she's one of the emerging frontcourt talents in this league, and we're excited to see her play in a Tempo uniform."
Morrow was drafted 7th overall in the 2025 WNBA Draft, and quickly established herself as one of the league's top rebounders. In an official press release, Connecticut Sun President Jen Rizzotti thanked Morrow for her time in Connecticut.

#morrow #frontcourt

Generally speaking, when a fighter says they're in the best shape of their lives before a fight, there's an urge to take a big swig of the old giggle water, because there's scarcely been a fighter in world history who wasn't.
Yet when Daniel Rodriguez says he notices he's been working harder than usual, almost as an outside observer to himself with a new lease on reason, you tend to listen. That's because until April, Rodriguez was in a Tijuana jail cell, where he'd spent the last eight months on a marijuana possession rap, far longer than a borderline bogus charge should warrant. He was able to hit some pads and do some "roadwork" in the yard, and even had a heavy bag at his disposal, but there was nary a nutritionist on site, nor were his coaches there to guide him, or a sauna, a ring, or really any of the creature comforts of a training facility.
Since April he's been working like a madman splitting time in Las Vegas and Los Angeles to catch his body up to the task of fighting Uros Medic this Saturday at UFC Belgrade in Serbia, yet it's doubtful Rodriguez is in the best physical shape of his life at 39.
But so what? He has never felt freer than he is right now in Belgrade, walking straight into the wheelhouse of the country's free-swinging ****** assin.
"You know what?" Rodriguez says, "I think I've handled it pretty well, man. I've handled this like a true professional. From the condition that I was in when I was released to where I'm at now and all the preparation and the whole fight camp and everything in between from then till now, the ups and downs, it's been a roller-coaster.

#april #like

Olympic gold medalist Mollie O'Callaghan of Australia will miss the Pan Pacific Championships, the year's biggest international swim meet, due to injury.
O'Callaghan has been managing a back injury, according to Swimming Australia.
This past week, O'Callaghan won four golds and one silver at the Commonwealth Games in Glasgow, Scotland, including gold in the 200m freestyle (which she won at the Paris Olympics and the 2025 World Championships).
"I always knew my program was going to be different, and I would reassess at the end of the Games, and my injury is exactly where I thought it would be," O'Callaghan said in a press release. "And the time is right for me to go home. Good luck to all my teammates (at Pan Pacs) in California."
Australian coach Rohan Taylor added, "She made the decision to return home rather than add another campaign with significant travel. As I said, our lens is on LA, and less is more right now for Mollie."

#o 'callaghan #injury #games

Former NFL quarterback Tony Romo has been put on leave by CBS Sports after he was arrested and cited last week for drunk driving in Wisconsin.
Shortly after news broke of his July 23 arrest in Milwaukee, police released body cam footage showing Romo's interactions with cops.
During the traffic stop, Romo claimed he hadn't been drinking at all and was even willing to take a field sobriety test.
Throughout the exchange, Romo repeatedly said he wanted to get in contact with his lawyer.
Moments later, an officer could heard saying she smelled alcohol in the vehicle and observed multiple unopened bottles inside.

#tony #milwaukee #throughout

MK Dons have signed winger Sam Silvera on a free transfer after he was released by Middlesbrough at the end of last season.
The 25-year-old was a first-choice player under former Boro boss Rob Edwards at the beginning of the 2025-26 season but was unable to retain a regular place in the side after suffering a foot injury in February.
He is an Australian international, earning eight caps, but was not part of the Socceroos' 26-man World Cup squad this summer.
Silvera made 65 appearances for Middlesbrough across three seasons, scoring eight goals.
He becomes MK Dons' sixth signing of the summer transfer window as they prepare for life back in League One, their first season in the third tier since the 2022-23 campaign.

#dons #middlesbrough #first #eight