Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was driven by the disciplined execution of a value creation strategy, resulting in 27% full-year adjusted EBITDA growth despite reported sales declines from network optimization.
Management attributes underlying sales growth to the $90 billion target addressable market of differentiated retailers, who increased their grocery industry share by 30 basis points.
Operational efficiency improved through the deployment of 'Lean' daily management to 44 distribution centers, resulting in four consecutive quarters of fill rate and throughput gains.
The natural product segment continues to outperform the broader market, reflecting enduring consumer demand for health-forward and specialty products.

#resulting #performance #ebitda #operational

Cash App segment is becoming a major driver of the growth story for Block Inc. (NYSE:XYZ) in 2026, as the underlying lending operations within the segment standout as key determinants of management's outlook for the remainder of the year. Recent initiatives around the company's proprietary credit signal support the narrative and broaden the company's lending reach. For the first time, Block will open its Cash App Score for external lenders by collaborating with Nova Credit's Cash Flow Intelligence Platform.
Photo by Clay Banks on Unsplash
Cash App Score was previously limited to internal use by the company for its consumer lending offerings such as the Cash App Borrow. This latest development could pave way for the monetization of company's data infrastructure, resulting in an additional revenue source.
During the second quarter, Block exceeded its prior guidance, reporting $3.17 billion in gross profit and $864 million in adjusted operating income. Revenue reached $6.62 billion, up 9.3% year over year. Gross profit expanded by 25% relative to the same period last year, and the company posted record 27% adjusted operating margins. Adjusted EPS clocked in at $1.02, exhibiting year-over-year growth of 65%.
Block's impressive second quarter print was driven by strong consumer spending, along with Cash App gross profit expansion of 31% year-over-year increase. This can be attributed to significant expansion in consumer lending, driven by Cash App Borrow. Block said Financial Solutions gross profit growth was driven primarily by Cash App Borrow. It reflects favorably on broader user engagement, who are utilizing Cash App for short-term credit financing instead of just a savings or payment mechanism. Despite a nominal 3% growth in monthly transacting actives, volumetric growth within Cash App was impressive. There was a 59% year-over-year jump in Cash App Consumer Lending origination volume, and 17% increase in Cash App Commerce Enablement volume.

#year #Growth #gross #profit

It was a tumultuous night for William Byron at the Darlington Raceway in the Cook Out Southern 500. The driver of the No. 24 was forced to exit the race prematurely in the final stage after his engine expired, resulting in a 37th-place finish.
Byron, who has failed to win in 2026, entered the NASCAR Cup Series Chase 13th in the standings. Following a tough result on Sunday night at Darlington, the Hendrick Motorsports driver finds himself at the bottom of the Chase in the 16th position.
Moments prior to Byron's motor blowing, the North Carolina native triggered a caution after spinning out due to a tire failure.
Byron was having a solid run at "The Track Too Tough to Tame" for most of the evening. The 28-year-old placed ninth in Stage 1 and eighth in Stage 2, aiming to put together a quality run to kick off the Chase. Yet, things were going well until they weren't.
Byron's tire failure happened during the final stage as his Valvoline Chevrolet went sliding through turns 3 and 4, which brought out the caution on Lap 315. On the subsequent restart, Byron suffered an engine failure, forcing him to take his HMS machine behind the wall.

#darlington #tough #night

Indiana had its way with North Texas on Saturday, but not before quarterback Josh Hoover had a **** nose scare.
During the second quarter of the game, North Texas brought pressure, resulting in a defender grabbing Hoover's facemask and turning his helmet fully backward. Hoover immediately started bleeding, and the blood kept dripping from his nose.
MORE: Western Michigan president confirms there will be no appeal after Saturday's controversial loss to Michigan
The defender was penalized 15 yards for a facemask penalty.
Here's the play:

#north

To say that Clemson's offense was terrible against LSU on Saturday night would be a massive understatement.
Clemson couldn't get anything going against LSU's defense, resulting in a 51-10 loss. Quarterback Christopher Vizzina was especially rough, completing only 10 passes for 83 yards, no touchdowns, and one interception.
Fellow Clemson quarterback Tait Reynolds also got some playing time, completing four passes for 22 yards.
MORE: Roger Goodell signs new four-year extension to remain as NFL Commissioner
After the game, Clemson head coach Dabo Swinney was asked if Vizzina would start against Georgia Southern next Saturday. He confirmed that he doesn't know.

#four #christopher #fellow

Zac Thornton entered today's game with a 2.93 ERA in 11 starts. It's been quite the surprising season for the rookie lefty, who has managed those impressive topline numbers despite boasting less than flashy stuff and underlying peripherals. Alas, those topline numbers look a little bit worse after today's game, as Thornton underwent his worst start as a major leaguer, and the Mets were not able to work themselves out of the hole he put them in, resulting in a 9-5 loss to the Giants.
San Francisco struck within minutes of the game's start, as Rafael Devers socked Thornton's fourth pitch of the afternoon over the right field wall for a one-out solo homer. The Mets answered back in the bottom of the second when A.J. Ewing—who has been struggling mightily in the second-half—socked a two-out, two-run homer off Giants starter Anthony Molina. That gave the Amazins a 2-1 lead, but unfortunately they would not hold it for long. Thornton surrendered a lead-off single in the third inning, followed by a two-run blast to Christian Koss to put the Giants back in front.
Thornton went on to retire his next eight batters, right up until Koss—who entered today's game with just one homer this season—came to the plate again in the top of the fifth, and he hit his second home run of the afternoon. Not to be outdone, Devers came up two batters later following a single and socked his second home run of the day. Thornton surrendered one hit—a double from Bryce Eldridge, the fourth straight two-out hit of the inning—before finally retiring the Giants, but it was now a 6-2 ballgame.
Meanwhile, the Mets's bats did little against Molina after Ewing's homer (that hit in fact remained the only one surrendered by the Giants through six innings). Both teams went to their bullpens in the sixth inning—albeit with Molina's final line looking a lot better than Thornton's ugly one (5 innings, 7 hits, 1 walk, 6 strikeouts, 6 runs). Chris Devenski was the first reliever up for the Mets, and he did his job by tossing two scoreless innings. The bats finally got something going in the bottom of the seventh, when two singles and a walk loaded the bases with one out. Francisco Alvarez struck out swinging for the second out, but the Mets then finally got another run on the board when Brett Baty walked to bring in a run and make it 6-3. Alas, the potential tying run was stranded, as Francisco Lindor grounded out to first to end the threat.
And the Giants quickly acted to make sure the Mets would not continue to claw their way back into the game. Jefry Yan took the mound in the top of the eighth and issued a one-out walk to Eldridge, followed by a two-run homer from Osleivis Basabe. That made it 8-3, but San Francisco still wasn't quite done. Justin Hagenman pitched the ninth, and just like every non-Devenski Mets pitcher of the day, he surrendered a homer—this one a one-out solo shot for Grant McCray. That made it six dingers for the Giants, in case you weren't keeping count.

#METS #h

Big Tech is betting trillions of dollars on artificial intelligence, with a lot of that to be spent on building the data centers that would power large language models. Stock markets are reflecting this in Big Tech stocks, but that's not the only industry riding the artificial intelligence wave. Because that wave runs on electricity and the equipment that brings it from generator to consumer.
There have been reports about a chip shortage caused by the AI rush, and higher compute prices overall resulting from AI-related demand growth in electronics. But a more serious shortage is unfolding in power equipment, as the companies pledging hundreds of billions in AI investments want everything ready yesterday if possible. Alas, it is not.
Transformers, a vital component of the grid, have been in increasingly short supply for at least two years. The shortage has been driven by the fast growth in electricity demand, mostly coming from the tech sector, and the inability to respond to that growth with equally fast grid expansion.
Related: Europe's Low Gas Stocks Set Stage for Winter LNG Battle
Transformers are used to convert the high-voltage electricity that runs from power plants to substations along transmission lines to a lower-voltage electric current that can be used by end consumers, including data centers. According to Wood Mackenzie, the shortfall in transformers this year is 15%. Yet there is also a shortage of substations, highlighting the essential nature of power equipment. Per Wood Mackenzie estimates, the substation deficit is 8%. This situation will be aggravated further by a recent executive order by President Trump that banned imports of bulk power equipment from China.

#Growth #wood #stocks

On August 10, Joe Gomes from ***** le Capital reiterated his Outperform rating on CoreCivic Inc. (NYSE:CXW). In the process, the ***** yst increased his target price on the stock from $35 to $42, resulting in a revised upside potential in excess of 24% based on stock's closing price on August 27. This upward adjustment in price target came after an impressive second quarter print above management estimates. Let's explore the underlying drivers of this outperformance, and which additional factors are expected to shape up investor sentiment toward the stock.
Earlier in August, the company reported its second quarter results which exceeded management's expectations. Topline figures were recorded at $684.9 million, up by 27.3% compared to Q2 2025. Adjusted EBITDA of $109.4 million exhibited 5.9% year-on-year growth, while adjusted diluted EPS of $0.38 reflected a 5.6% growth compared to the same period last year. Such expansion in adjusted diluted EPS was supported by lower operating costs and slightly higher ICE populations, while strong federal revenue also contributed to growth. Following the quarter and subsequent facility sales, management raised its full-year 2026 guidance.
During 2026, CoreCivic has been focusing on strengthening its financial position while expanding its footprint as a federal detention operator. The company generated $734 million in gross proceeds from sales of Prairie Correctional Facility and Midwest Regional Reception Center, to the Department of Homeland Security. It expects to continue to operate both facilities under current arrangements, and was also awarded a new ICE contract to operate the 1,600 bed Prairie Correctional Facility till August 2031. The contract award offers potential for $75 million in revenue boost in the future once fully activated, with no material impact expected during 2026.
CoreCivic can benefit from this demand tailwind without the time and capital required to construct entirely new facilities, although activating idle sites still involves staffing and start-up costs. It also strengthens the company's position as a trusted partner for federal detention requirements, and might create potential opportunities for more contracts in the future.
The company has also taken an aggressive approach toward debt reduction and returning capital to shareholders. On August 10, it entered a $500 million accelerated share repurchase agreement, supported by the proceeds from recent facility sales. A portion of those sale proceeds was also utilized for $608.5 million debt repayment, which included early redemption of senior notes that were due in 2027.

#price

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Successfully completed the 'Seal the Foundation' phase, transitioning from fixing structural inefficiencies to framing a scalable growth structure.
Achieved nearly 500 basis points of operational gross margin improvement by reducing reliance on deep, site-wide discounts and clearance events.
Executed a fundamental merchandising shift toward a 'hero core' product strategy, resulting in a 43% reduction in clearance inventory.
Reported a contraction in the total customer base as a direct result of resetting promotions to restore brand equity and price integrity.

#tell

Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was driven by a recovery in U.S. e-commerce following the resolution of warehouse management system (WMS) issues that had previously disrupted shipments.
Management prioritized high-margin sales and brand integrity over promotional volume in third-party marketplaces, resulting in a 500 basis point gross margin improvement despite lower revenue.
New customer acquisition was fueled by 'iconic' franchises, specifically totes and swim, which served as entry points for younger demographics and new-to-brand shoppers.
The Europe business pivoted toward a 'franchise-first' ******* ortment to simplify operations and improve product margins, resulting in flat revenue but enhanced profitability.

#Margin #brand #performance #Europe

Less-than-truckload carrier Old Dominion Freight Line saw yield growth accelerate in August, but tonnage remained slightly negative, according to a Thursday update.
The Thomasville, North Carolina-based company's daily revenue increased 12.4% year over year in August, an improvement from the 8.2% y/y growth rate logged in July. However, diesel fuel prices increased 46% y/y in August compared with a 31% y/y increase in July. (Fuel was up 10% sequentially in August.)
Less-than-truckload fuel surcharge programs include a step function as diesel prices rise, typically resulting in better margins.
Old Dominion's (NASDAQ: ODFL) yield growth accelerated from July, both with and without fuel surcharges. August revenue per hundredweight (yield) was likely 13% higher y/y with fuel surcharges, and roughly 5.5% higher excluding fuel. The July growth rates were 9.3% and 4.2%, respectively. (Growth rates for the two months combined were 11.3% and 4.8%, respectively.) Higher shipment weights were a modest drag on the yield metrics in both months.
"Old Dominion produced solid revenue growth for July and August, with underlying demand trends remaining relatively consistent as the quarter has progressed," said Marty Freeman, president and CEO, in a news release. "In addition, the strength and consistency of our industry-leading service continue to support the ongoing improvement in our LTL revenue per hundredweight."

#revenue #higher

The greenback has begun the month with its momentum challenged by the more recent labor data. The August ADP report was 38,000 compared to the 48,000 report that economists expected, and also showed a loss of jobs in manufacturing as well as professional and business services. The report supports signs of cooling hiring, and was lower for Treasury yields. Even with the reports, futures still hint at a 60%–65% likelihood of a rate hike in September by the Fed. Fed Chair Kevin Warsh also kept a hawkish stance at Jackson Hole with his speech, keeping expectations of a rate hike high. Friday's employment data will be the last big report with the potential to change expectations, and a weak report will drop the likelihood of a rate hike.
The euro still supports a firm policy with eurozone inflation reaching 3.3% in August from July's 2.9%. This increase was largely due to the Iran conflict and the resulting energy costs. The markets have priced in the expected 25 basis point increase with the deposit rate most likely to reach 2.50% for this hike. With core inflation reaching 2.4%, a more cautious slow pace of tightening is expected, rather than a prolonged hiking period.
Sterling is facing the harder of the two domestics. Gilt yields for the ten year have reached their highest level since 2007 at 5.294% with energy costs, inflation, and fiscal concerns and spending all reaching a high prior to the October budget. The BoE is still expected to hold Bank Rate at 3.75% in September, but a 25 basis point hike is expected in the coming year at later dates.
The movement of the FX theme for September 3 is expected to be data-dependent. Soft U.S. hiring diminishes the conviction of the Fed Funds rate hike, and the ECB retains the most compelling case for forward tightening. In the meantime, fiscal stress is holding back GBP, despite higher than desired inflation.
For September 3, the FX theme appears to be increasingly data dependent. Soft U.S. hiring diminishes the conviction of the Fed Funds rate hike, and the ECB maintains the most persuasive case for front-running tightening.

#hike #expected #inflation #reaching

Matt Campbell has spent the last nine months ******* embling his first Penn State football roster and staff, laying his program's foundation, creating its culture and finally preparing for the first game.
It's been a whirlwind in many ways, barely allowing the 46-year-old Campbell to catch his breath.
But the season has finally arrived. Penn State begins the Matt Campbell era in earnest against three-touchdown underdog Marshall Saturday at 3:30 (TV-FS1) at Beaver Stadium.
Like the rest of us, Campbell will finally see the product resulting from all the work.
"I'm looking forward to seeing how we handle the challenges," he said. "You have a good Marshall football team. They're going to put us in challenging situations. How do we respond to that? How do we handle the crowd? How do we handle our own ego, our own leadership?

#Football

MIAMI, Sept. 4 (UPI) -- Lamar Jackson, James Cook and DK Metcalf are among my five players to avoid in fantasy football drafts.
I chose my players to avoid based on several factors, including strength of schedule, average draft position, injury history and their potential roles in their respective offenses.
My full Top 200 rankings are available here. My quarterback, running back and wide receiver rankings are available here.
Players listed below could still help fantasy football teams, but I would prefer other options at their average draft positions. Selecting one of them too early could shift the balance of your roster, resulting in a weaker structure of point-scorers.
Lamar Jackson

#players #jackson #average

Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management characterizes the current period as the midpoint of a multi-quarter transformation, moving from a 'technical debt' cleanup phase toward a projected 'acceleration phase' in fiscal year 2028.
Performance was driven by a 'Bear Hug' strategy focused on enterprise retention, resulting in renewal rates improving and completed sales transactions increasing 30% year-over-year.
The company is seeing a strategic shift among large enterprises away from point solutions toward unified AI-native platforms to reduce complexity and lower costs.
Professional services underperformed due to partner cost overruns and execution challenges in one specific region following the completion of a massive implementation project.

#phase #NVIDIA #bear #analysts

Nvidia (NVDA) CEO Jensen Huang was asked on Monday whether the company's newest investment is the kind of circular financing investors keep worrying about, and he said it was not. "This is not circular because obviously they do their own business and we do our own business, and MediaTek is already incredibly profitable, incredibly successful," Huang told Bloomberg's Ed Ludlow in an interview alongside MediaTek CEO Rick Tsai on Aug. 31.
The deal that prompted the question is worth $3.5 billion, and one detail about it has been widely flattened. Nvidia is not buying MediaTek shares. It bought $3.5 billion of convertible bonds issued by the company, part of an overseas convertible offering of roughly $3.9 billion in which Alphabet (GOOGL) also participated at an undisclosed size. Nvidia holds debt that can convert later, not equity today, and the release names no conversion price, no valuation, and no resulting stake.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#NVIDIA #mediatek #incredibly

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its "Baron Global Opportunity Fund". The letter can be downloaded here. The fund achieved a strong quarter, gaining 26.7% (Institutional Shares), exceeding a 14.9% gain for the MSCI ACWI Index (the Index), and a 19.8% gain for the MSCI ACWI Growth Index. YTD, the Fund is up 20.6% compared to gains of 11.3% and 10.6% for the benchmarks, respectively. In mid-2026, market patterns show similarities to the previous year, following three years of over 25% gains driven by a healthy economy and AI investments. Elevated geopolitical risks persisted, with a pullback likely. A tariff-related market dip was followed by a recovery, reflecting a growing market indifference to geopolitical uncertainties. Similarly, airstrikes against Iran and subsequent tension led to an initial market sell-off, yet a lull in hostilities led to a strong market rally. The Fund noted significant outperformance, credited to stock selection and sector allocation, with 1,173bps of overall outperformance relative to the Index. It excelled in developed markets while underperforming in emerging markets, particularly due to a spectacular rise in Korea. The Fund remains optimistic about its investments and seeks attractive opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Baron Global Opportunity Fund highlighted Nu Holdings Ltd. (NYSE:NU). Nu Holdings Ltd. (NYSE:NU) is a leading digital banking platform, which detracted from the fund's performance this quarter. On September 01, 2026, Nu Holdings Ltd. (NYSE:NU) closed at $14.46 per share. Over the past month, Nu Holdings Ltd. (NYSE:NU) returned 3.21%, but its shares are up 0.30% over the past year. Nu Holdings Ltd. (NYSE:NU) has a market capitalization of $69.85 billion.
Baron Global Opportunity Fund stated the following regarding Nu Holdings Ltd. (NYSE:NU) in its Q2 2026 investor letter:
"Shares of Nu Holdings Ltd. (NYSE:NU) underperformed during the quarter, declining 7.1% following a weaker-than-expected 1Q26 earnings release. Provisions exceeded expectations by 37%, resulting in a 7% earnings miss and raising investor concerns about the near term outlook for credit costs and profitability. The unexpected departure of the CFO also weighed on sentiment. Concerns were further compounded by management's ambitions in the U.S., where the competitive landscape is materially more mature and the long-term returns on incremental investment remain less certain. That said, the CEO subsequently outlined a more measured approach to U.S. expansion (limiting investment to 1% of revenues over 2026-2027) and capital deployment, which provided us with greater comfort regarding execution and resource allocation. We viewed the market's reaction as an attractive opportunity to increase our position, taking advantage of the pullback in the share price. While these developm

Former Fox Sports ****** yst Mark Sanchez has plead guilty to charges relating to an altercation from last fall, according to Indiana court records. Sanchez, who was facing three misdemeanors and a felony battery charge, filed a motion for a guilty plea on Thursday.
In October, Sanchez was stabbed in Indianapolis after allegedly sparking an altercation with a truck driver while intoxicated. He was initially charged with three misdemeanors — battery, unauthorized entry of a motor vehicle, and public intoxication — and later charged with a felony for battery resulting in serious bodily injury.
It is unclear which of the charges Sanchez is pleading guilty to. Sanchez's attorneys are reportedly requesting that his sentencing hearing take place on Nov. 9 or Nov. 16 if his plea is accepted, per multiple reports.
Sanchez's jury trial was originally set for March 12, but it was rescheduled four different times, most recently to Sept. 8.
Sanchez, a former New York Jets quarterback-turned-analyst, was fired by Fox a month after the incident.

#charges #three

The Chargers cut their roster from 90 to 53 with a little over a week until the start of the 2026 season.
Los Angeles has found the 53 men who they believe will contribute in a big way, and one of those 53 is former undrafted linebacker Marlowe Wax. Wax made a name for himself last season after not hearing his name during the 2025 NFL Draft. Still, he made the team.
Prior to the 2026 season, Wax was on the roster bubble, but after a strong preseason performance, there was little doubt he'd be left out. According to Pro Football Focus, Wax graded out as the highest-graded Charger from the 2026 preseason.
PFF graded him out at 90.9.
"Wax was an undrafted free agent out of Syracuse last year and was solid in the 2025 preseason. He was even better this year, though, improving his PFF preseason grades in both run-defense and coverage. He tallied six tackles resulting in a defensive stop and had a pass breakup over the past three weeks."

#season #last

The verdict is in regarding the Kawhi Leonard saga, and the results are not good for the All-Star forward or his soon-to-be former team.
A months-long independent investigation found the Los Angeles Clippers illegally circumvented the NBA salary cap when they facilitated outside endorsement deals with a collection of team-friendly sponsors, the league announced Wednesday.
Those sponsors were Aspiration Partners, Boingo Wireless, Daktronics and Lockton Insurance.
The resulting penalties are staggeringly stiff.
Due to what the league called a pattern of misconduct uncovered in the investigation, headed by the law firm of Wachtell, Lipton, Rosen & Katz, the NBA has suspended team owner Steve Ballmer from all league and team activities for a year. He has also been fined $30 million.

#sponsors

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Large Cap Fundamental Value Fund." A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally appeared speculative, marked by a stark difference in performance between high-beta and low-volatility stocks, along with momentum stocks outperforming the market significantly. Despite heightened enthusiasm for AI investments, concerns arise over inflated valuations reminiscent of the dot-com era. While there is substantial capital investment in AI, future earnings growth must justify these expenditures. The fund maintains a cautious approach towards perceived beneficiaries of AI, suggesting that select high-quality businesses with reasonable valuations may be better positioned. Historical trends suggest that speculative markets often revert to valuations based on fundamental economic realities, and the chosen investments are believed to be well-prepared for such a shift. The fund underperformed the index in the quarter and returned 5.69% vs. 13.87% for the Russell 1000 Value Index, largely due to a lack of exposure to high-performing sectors like semiconductors, while stock selection in healthcare provided a positive contribution. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hotchkis & Wiley Large Cap Fundamental Value Fund highlighted F5, Inc. (NASDAQ:FFIV) as one of its leading individual contributors. F5, Inc. (NASDAQ:FFIV) offers multi-cloud application security and delivery solutions. On August 31, 2026, F5, Inc. (NASDAQ:FFIV) closed at $407.13 per share. Over the past month, F5, Inc. (NASDAQ:FFIV) declined 3.41%, while its shares are up 29.82% over the past year. F5, Inc. (NASDAQ:FFIV) has a market capitalization of $23.05 billion, and its stock has traded within a 52-week range of $223.76 to $435.00.
Hotchkis & Wiley Large Cap Fundamental Value Fund stated the following regarding F5, Inc. (NASDAQ:FFIV) in its Q2 2026 investor letter:
"F5, Inc. (NASDAQ:FFIV) sells application networking and security software as well as data center appliances. The company's stock rose after it posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products."

#ffiv

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management deliberately scaled back mining operations to prioritize economic returns over pure scale, resulting in a sequential revenue decline.
The company transitioned a portion of its capacity to a leasing model, shifting direct operating costs and variable risk to lessees.
Operational efficiency was improved by phasing out older S19 series mining machines in favor of newer, more efficient hardware.
A new Bitcoin hedging program was implemented to mitigate price volatility and enhance the predictability of operating cash flows.

#tell #identified

The severe disruption of oil and gas flows out of the Persian Gulf resulting from the war between the U.S. and Israel and Iran, has saddled energy-importing nations with soaring bills, supply uncertainty, and a murky outlook. However, there has been a silver lining: a rush to build alternative conduits for bringing oil and gas out of the Middle East.
The global total energy import bill swelled by $330 billion over the six months between March and August, Finnish climate outlet Centre for Energy Research and Clean Air reported earlier this month. This would not have been the case had the Strait of Hormuz remained open, the outlet noted in its report, highlighting the world's reliance on an energy export corridor vulnerable to adverse geopolitical events and their fallout.
Because of the closure of Hormuz, Persian Gulf oil producers had to idle wells and find ways to slip their stored oil out of the Gulf on tankers with their transponders switched off. Yet they also started working on alternative routes that bypassed the Strait of Hormuz altogether.
Saudi Arabia demonstrated foresight with its East-West pipeline that it used to reroute its export flows from the Persian Gulf to the Red Sea in the first weeks of the war, ramping up to some 7 million barrels of crude daily along the pipe that had previously handled much lower volumes. The only major constraint in that rerouting was the capacity of the loading facilities at Yanbu Port.
Later, of course, Saudi Arabia had to discover that the Red Sea is not safe because of the presence of the Yemeni Houthis in the Bab el-Mandeb strait and their affiliation with Iran. So, the Saudis had to reroute again, this time to the Suez Canal, which has an even more constrained tanker passage capacity. In other words, alternative routes are not perfect, but it is a good thing to have them.

#persian #hormuz

I feel as though I have already written this recap about 20 times this season. The Dbacks starting pitching was able to keep the team in the game, but the offense never got going in this one as they have yet to get a hit with RISP this series.
Perhaps the tone of the day was set before the game even started when the team announced the reinforcements have finally arrived! In the form of Lourdes Gurriel Jr. and Blake Walston…. Yawn. Definitely not what the fans had in mind when the reinforcements kept getting brought up going into the trade deadline. Feels a lot like the game today, yawn.
Eduardo Rodriguez was ok allowing 3 runs, but labored through a couple of long innings that knocked him out of the game after just 5 innings. He threw 31 pitches in the first inning alone.
Gerardo Carillo really struggled in this one as he came in and could not throw strikes and wound up walking a batter and giving up 2 hits resulting in 3 ER. The Philles were really able to execute on offense tonight as they were able to do the job and put the ball in play with runners on base and hit sac fly RBI's to go along with 13 hits against the Dbacks pitching staff.
The top 4 of the Dbacks order Perdomo, Carroll, Moreno, and Marte went a combined 1-15 tonight. This group flat out needs to start producing if this team is going to contend. And specifically Corbin Carroll continues to really be struggling as of late as he is just 1-9 in the series so far and 2-19 since the start of the Giants series. Its also worth noting that Carroll appeared to be grimacing while running up the line in the 6th inning and may be worth monitoring as he may be playing through something. According to Torey in the postgame, Carroll has some low back discomfort the last couple of days but in Torey's words "its that time of the year" and is "in there tomorrow".

#dbacks #game #team #yawn

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
The Iran war and the resulting oil supply shock have the Kingdom of Saudi Arabia asking banks for more loans. Saudi Arabia's National Debt Management Center initiated talks with international banks for a syndicated loan of at least $6-8 billion, and asked to keep the tab open.
Separately, the state-owned oil company Aramco is looking to raise its own funds, suggesting that Riyadh is running short on the cheap options.
Saudi Arabia's National Debt Management Center asked international banks to submit proposals for a five-year, U.S.-dollar syndicated loan in the $6-8 billion range, structured so the facility can grow beyond that ceiling if needed.
Tehran's strikes on Saudi energy infrastructure and continued Houthi threats to Red Sea shipping have also complicated Riyadh's plans to route oil exports bypassing the Strait of Hormuz. War-related economic damage, which is lost revenue plus added costs, already costed Riyadh $10 billion in April.

#debt #management #center #international

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Large Cap Fundamental Value Fund." A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally appeared speculative, marked by a stark difference in performance between high-beta and low-volatility stocks, along with momentum stocks outperforming the market significantly. Despite heightened enthusiasm for AI investments, concerns arise over inflated valuations reminiscent of the dot-com era. While there is substantial capital investment in AI, future earnings growth must justify these expenditures. The fund maintains a cautious approach towards perceived beneficiaries of AI, suggesting that select high-quality businesses with reasonable valuations may be better positioned. Historical trends suggest that speculative markets often revert to valuations based on fundamental economic realities, and the chosen investments are believed to be well-prepared for such a shift. The fund underperformed the index in the quarter and returned 5.69% vs. 13.87% for the Russell 1000 Value Index, largely due to a lack of exposure to high-performing sectors like semiconductors, while stock selection in healthcare provided a positive contribution. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hotchkis & Wiley Large Cap Fundamental Value Fund highlighted F5, Inc. (NASDAQ:FFIV) as one of its leading individual contributors. F5, Inc. (NASDAQ:FFIV) offers multi-cloud application security and delivery solutions. On August 31, 2026, F5, Inc. (NASDAQ:FFIV) closed at $407.13 per share. Over the past month, F5, Inc. (NASDAQ:FFIV) declined 3.41%, while its shares are up 29.82% over the past year. F5, Inc. (NASDAQ:FFIV) has a market capitalization of $23.05 billion, and its stock has traded within a 52-week range of $223.76 to $435.00.
Hotchkis & Wiley Large Cap Fundamental Value Fund stated the following regarding F5, Inc. (NASDAQ:FFIV) in its Q2 2026 investor letter:
"F5, Inc. (NASDAQ:FFIV) sells application networking and security software as well as data center appliances. The company's stock rose after it posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products."

#application

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
A cancer diagnosis is never something anyone is ready for, but when it happens, the effects can go well beyond the physical and emotional traumas that turn lives upside down.
There are financial aspects that, if not addressed, can affect quality of life and even survival rates. Having a financial planner in their corner can help patients organize, ensure they're getting the most from their benefits and prepare as much as possible for whatever comes next. "With cancer, you get diagnosed, and then there is this few-week window before they start treatment," said Dr. Carolyn McClanahan, a physician and financial planner. That's a critical time for putting a plan in place, as "once you start treatment, it can be a drain on your physical and mental health."
The National Cancer Institute has a term for devastating financial consequences resulting from the high costs of medical care patients and their families face: financial toxicity. While it's inherently financial in nature, the stress it causes has real medical implications. That makes financial planning incredibly important, especially for those struggling with the high costs of care:
A pilot study of 107 patients being treated for blood cancers found that comprehensive planning resulted in higher mental and physical quality of life, among those experiencing financial toxicity.

#physical #start

A Dec. 31 Roth conversion triggers a tax bill due Jan. 15, and missing quarterly estimated payments generates interest-like penalties before you even file.
Retirees with prior-year AGI above $150,000 must prepay 110% of last year's tax to satisfy safe harbor and avoid underpayment penalties on a large conversion.
Requesting IRA withholding in November or December retroactively credits payments across all four quarters, curing earlier shortfalls that a January estimated payment cannot fix.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A Roth conversion completed on December 31 counts for that tax year, but the resulting tax bill does not sit quietly until April. The IRS treats a conversion as ordinary income in the year it happens, and estimated tax rules can turn a late-year conversion into an underpayment problem that starts accruing charges before the return is even filed.

#year #roth #payments #underpayment

Investors torn between the safety of mega-cap names and the upside of smaller, faster-growing companies have two low-cost options to consider: the Vanguard Morningstar Growth ETF (NYSEMKT:VUG) and the iShares Morningstar Small-Cap Growth ETF (NYSEMKT:ISCG). VUG leans into the largest, most dominant companies driving the U.S. economy, resulting in a very tech-heavy portfolio. ISCG casts a much wider net across smaller companies with high growth potential.
Beta
Metric
ISCG
VUG

#nysemkt #beta

Playing "winning football" sounds vague on the surface, and heading into Mike Elko's third season at the helm, it's clear that the program is in the right direction, but back-to-back losses to Texas and Miami in the first round of the College Football Playoff were the antithesis of what we saw throughout the 2025 season.
This starts and ends with redshirt junior quarterback Marcel Reed, who threw four of his career-high twelve interceptions in both losses while seemingly playing with less confidence compared to his past performances, resulting in poor decision-making; former OC Collin Klein's decision to use fewer RPO looks and keep Reed in the pocket also deserves some blame.
Under first-year offensive coordinator Holmon Wiggins, the expectation is that Marcel Reed will return to utilizing his dual-threat skill set more often, getting outside the pocket, especially on play action where he has thrived since becoming the full-time starter. Equipped with one of the best wide receiver rooms in the country, Reed's improvement this preseason should lead to another jump in consistent play.
However, the defense allowed nearly 400 rushing yards against Texas and Miami last season, a huge contributing factor in both losses that wasn't based on personnel, aside from a lack of size at linebacker, which has been addressed this offseason.
During Thursday's press conference, Mike Elko said taking another step toward making "winning plays" in key moments has been a clear focus, starting with finishing strong every practice, while his team's mental makeup will be tested throughout the nine-game SEC schedule.

#reed #losses #mike #Miami