The Dow Jones Industrial Average remained strong into the final moments of trading on Tuesday, but Micron Technology (MU) was among the memory-chip makers that got pounded. Meanwhile, Dow stock Apple (AAPL) hit a coveted level only Nvidia (NVDA) has reached. And ***** eX stock ended a short losing streak while SK Hynix (SKHY) got pummeled on the stock market today.
The Dow ended the day up 1%, or around 537 points, locking in its third consecutive advance. The S&P 500 closed 0.2% higher but held below its 50-day moving average. The Nasdaq composite lost 0.2% as chip names fell hard. The Nasdaq-100 closed down 1%. With the recent sell-off in AI and semiconductor stocks, the index's intraday low of 27,452.95 touched into correction territory as that level was nearly 11% under its record high of 30,762.20.
Small caps improved in the final stretch, with the Russell 2000 ending up 0.2%.
Stocks had found upside support as oil prices slumped. While talks between the U.S. and Iran continue, reports said Oman is in discussions with other Gulf nations about how to manage the Strait of Hormuz. Brent crude, the international benchmark, fell to $81.90, and West Texas intermediate futures lost roughly 4% to $79.20 per barrel.
Also falling, the 10-year Treasury yield dropped 4 basis points to 4.6% and bitcoin declined to near $63,900.

#final

The Seattle Seahawks may have Wednesday off from training camp practice, but they're busy looking at possible roster additions.
Former Dallas Cowboys safety Donovan Wilson is slated for a workout with Seattle, according to ESPN's Adam Schefter. It could be yet another former Cowboys defensive player reuniting with current Seahawks defensive coordinator Aden Durde.
Wilson was drafted by the Cowboys in 2019 and started in five of his seven seasons with the team. He recorded 13 sacks, nine forced fumbles, and eight interceptions in his career, including (barring an un-retirement) the final interception of Russell Wilson's career.
When Dan Quinn was the defensive coordinator, Wilson as among the three safeties in Quinn's "big nickel" package, and his best season came in 2022 when he had a career-high five sacks and seven tackles for loss, earning him a three-year contract extension.
The Seahawks are currently without Nick Emmanwori, whose recent ankle surgery landed him on the PUP list. His status for Week 1 is unclear but it's not expected to be a long-term absence. In the meantime, the 30-year-old Wilson would be a possible veteran presence with a legitimate shot to make the roster. We'll see if the workout turns into an eventual signing.

#seahawks #workout

Stock market investors on Wednesday were spooked by the prospect of an interest rate hike by the Federal Reserve while flaring U.S.-Iran tensions propelled oil prices. GE HealthCare (GEHC) soared on the stock market today after its earnings report. Meanwhile, Meta Platforms (META) and Microsoft (MSFT) reports are on deck.
The Dow Jones Industrial Average dropped more than 800 points, or 1.6%, amid mixed reactions to earnings reports from Visa (V) and Procter & Gamble (PG). The S&P 500 flopped 0.8%. The tech-heavy Nasdaq composite fell 1.1%. The Nasdaq-100 (NDX) dropped 1% and once again stumbled into correction territory, falling 10% from its June highs. Small caps were hit as well, pulling the Russell 2000 index lower by 1.1%.
In the face of heightened hostilities between the U.S. and Iran, West Texas intermediate crude oil futures spiked more than 7%, trading around $84.90 per barrel. Brent crude futures also jumped more than 7%, trading at $88 per barrel.
Also, ahead of the Fed's announcement on the fed funds rate, the 10-year Treasury yield rose 2 basis to 4.62%. Bitcoin slid near $63,990.
GE Healthcare (GEHC) soared more than 10%, rebounding from a downward-sloping 50-day moving average. It was the best performer on the Nasdaq composite Wednesday, and was on track for its largest percentage increase on record, according to Dow Jones Markets Data.

#wednesday #gehc #average

Screenwriter Russell T Davies has described the death of his husband to an aggressive brain tumour as his "greatest loss".
Speaking on the On the Marie Curie Couch podcast, the Doctor Who writer opened up about Andrew Smith, who died in September 2018, following eight years of treatment for glioblastoma multiforme.
The couple had been together for 20 years and married in 2012.
The Swansea-born writer, who was also behind Channel 4 shows It's a Sin and Tip Toe, said it was "hard work" looking after his late husband, but that he would have gone through it for another 50 years "without a single complaint".
Davies said he had not been with Smith at his appointment when he was first diagnosed because the couple thought it was just an "ordinary meeting" with the hospital.

#years #smith #writer #marie

Jared Leto has been accused of criminal **** ual conduct by four women, who claim the offenses occurred when they were teenagers.
In a new BBC documentary "Jared Leto: Hollywood's Dark Secret" — airing Wednesday — a total of 10 women come forward with allegations against Leto, nine of whom the BBC says are sharing their stories for the first time.
More from Variety
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Wonder Project Expands International Slate With Three Series from U.K. and Ireland, Including Julia Roberts and Russell T. Davies Shows (EXCLUSIVE)

#dark #variety #buys

Brandes Investment Partners, an ***** et management company, released its second-quarter 2026 investor letter for its "Brandes Small Cap Value Fund". A copy of the letter is available to download here. In Q2 2026, the Fund underperformed the Russell 2000 Index's 21.49% gain and the Russell 2000 Value Index's 17.19% rise. However, year-to-date, the fund (Class I Shares) increased by 23.17%, surpassing the 22.57% and 22.99% returns of the indexes, respectively. The second quarter's performance was mainly driven by holdings in the industrial sector, particularly aerospace and defense, as well as energy. Its underperformance was due to holdings and an underweight position in the information technology sector. The Firm remains optimistic about value stocks, citing their attractive valuations and strong free cash flow generation. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)

#company #investor #letter

Welcome to SB Nation Reacts, a survey of fans across the NFL. Throughout the year we ask questions of the most plugged-in Seahawks fans and fans across the country. Sign up here to participate in the weekly emailed surveys.
The Seattle Seahawks don't have a starting quarterback debate right now. What a relief to finally say that after enduring "Geno Smith vs. Drew Lock and "Can Sam Howell be the guy?" in those first three post-Russell Wilson seasons. This is Sam Darnold's team until further notice.
But this week's Seahawks Reacts survey question and poll is all about second-year quarterback Jalen Milroe, whose rookie season intrigue fizzled out by Week 5 after an ill-fated option play led to a turnover. The former Alabama star was restricted to third-team offense throughout training camp and preseason, slotting in as the third-string quarterback behind Darnold and Drew Lock.
Sam Darnold's continued success lessens the quarterback worries for now, but it's still fair to wonder how Milroe's development will come along. Is he somehow going to make enough strides to be QB2 over veteran Drew Lock and his expiring contract? Or will he once again be QB3 and subject to some healthy scratches? Could he be QB3 but still feature in the offense more often? Worst case scenario (for him): Is his Seahawks tenure already in jeopardy?
Vote in the poll below! What lies ahead for Milroe entering Week 1? Note that "starting QB" is not an option because we live in the real world and it would take extraordinary circumstances for him to earn the starting spot this year.

#lock #fans #year #milroe

The "NFL Top 100 Players" is an annual NFL offseason tradition. There are a few names from the Kansas City Chiefs expected to make the cut, but there are also many opponents featured in this year's rankings. Player No. 59 is a player they are scheduled to see across from them this coming season.
No. 59 is Denver Broncos quarterback Bo Nix.
Nix started all 17 games for the Broncos in 2025, finishing with 25 touchdowns and 11 interceptions for 3,931 yards. He set the record for the most wins in a single regular season by a Broncos quarterback with 14 while tying Russell Wilson for the league record of the most wins by a quarterback through two seasons with 24.
Nix and the AFC West rival Broncos will play the Chiefs twice in the 2026 season. They will play in Week 1 on Monday Night Football, September 14, at Arrowhead Stadium, and in Week 8, on November 1, at Empower Field at Mile High.
Produced by NFL Films and the X Original Series, the new season of NFL Top 100 features short-form episodes that reveal the league's top players, as voted on exclusively by current NFL players. Episodes debut on X on weekdays through Friday, September 4, and will air later on NFL+, as well as on other NFL-owned and operated social media platforms.

#Broncos #quarterback #week

Mercedes deputy technical director Simone Resta has delved into George Russell's recent woes, as the team identified a software issue compounded by the Briton's older power unit.
Russell and his squad have been mystified by a lack of top speed relative to team-mate Kimi Antonelli at Silverstone and Spa-Francorchamps. Mercedes' lead racer attempted to tweak his driving style, to no avail, as his troubles were linked to the power unit's software code resulting in an imbalance in energy distribution.
Read Also:
Mercedes identifies George Russell's F1 power unit software issue
"As we all know, it's a very complex new set of regulations with the power unit," Resta said. "It's quite early days. We've just done 10 races so far, and there is a lot to learn. We are still learning a lot together, ourselves and our colleagues at HPP. We found a bug in our software, and we had to react to it.

#resta #russell

DETROIT — The final field for the final Rocket Classic is set.
The PGA Tour announced Friday night the 141 players who are committed to teeing it up at Detroit Golf Club next week, when the eighth and final Rocket Classic will be played from July 30-Aug. 2.
There were no major changes with the final list of PGA Tour player commitments, from previous announcements, as the field continues to be highlighted by four players inside the top 10 of the Official World Golf Ranking, eight in the top 20, 21 in the top 50, and more than half of the top 100. There are 10 major champions. The field is arguably the best in the history of the Rocket Classic, and certainly the best since rival LIV Golf began playing and poaching in 2022.
Headliners include Jordan Spieth, Xander Schauffele and Brooks Koepka, all playing the Rocket for the first time, as well as world No. 3 Cameron Young, No. 5 Russell Henley, No. 7 Chris Gotterup and No. 9 Wyndham Clark, who won this year's U.S. Open. Michael Kim, world No. 57 who shot golf's magic number, 59, at the 3M Open on Friday, also is in.
World No. 24 Ryan Gerard was the lone notable new name on Friday's entry list, while Matt Kuchar was the lone notable absence from the previous commitments.

#rocket #final #classic

It was a rare display of emotion for Miles Russell.
Junior golf's undisputed No. 1 for almost three years, Russell has collected trophy after trophy with a calm, quiet confidence. But on Friday afternoon at Saucon Valley Country Club, the 17-year-old Russell couldn't help but unleash a fist pump after a go-ahead, chip-in eagle on the 13th hole.
Russell carded two eagles and five birdies in a 2-and-1 victory over incoming Vanderbilt freshman Tyler Mawhinney to advance to Saturday's 36-hole final of the U.S. Junior Amateur.
Mawhinney is a highly decorated prospect in his own right at No. 102 in the World Amateur Golf Ranking and with a USGA ***** le already to his name (2025 U.S. Amateur Four-Ball). He entered Friday's bout with Russell, the world's seventh-ranked amateur, having played the par-3 in 8 under for the week. He was 7 under in 17 holes against Russell and still lost.
The turning point came at the drivable, par-4 13th, where both players went for the green and found the gnarly greenside rough. Mawhinney hit his chip to 5 feet before Russell popped his ball out of the rough and just onto the putting surface, then watched as it motored right into the cup.

#mawhinney #ball

The first-ever U.S. Junior Amateur semifinal to match two First Coast products was a heavyweight bout that featured punches, counterpunches and no give from either participant.
Perhaps Golf Channel commentator Emilia Doran was right when she said, "This was the championship match."
It's a long way from being over.
Miles Russell of Jacksonville Beach has one more opponent and 36 holes to play, with less than 14 hours to recharge for the championship match against Noah Maclauchlan on July 25 at the Saucon Valley Golf and Country Club Old Course in Bethlehem, Pa., beginning at 8 a.m.
Russell beat Tyler Mawhinney of Fleming Island 2 and 1 on July 24 after he rolled in a delicate, downhill 12-foot birdie putt at No. 17 and Mawhinney barely missed on the low side for birdie from 10 feet.

#july

Since the 2000s began, the Cowboys have had several trades for big-name wide receivers. It's still too early to make an official proclamation, but so far, the trade for George Pickens is looking like it may be the most successful. Our rundown series now comes to one of Dallas' brightest stars, and perhaps their most talked-about player this offseason.
Years in NFL: 4
Acquired by: Trade (2025)
2022 was a year of sweeping change for the Pittsburgh Steelers. Ben Roethlisberger retired, there was a new general manager, and the receiver position was also in flux. George Pickens was part of this new offensive era, a second-round pick to go with first-round quarterback Kenny Pickett. Unlike the rookie QB, Pickens was an immediate contributor in a trio with Diontae Johnson and Chase Claypool. Pittsburgh traded Claypool away in November, leaving Johnson and Pickens as the clear starting duo.
For three years, Pickens' talent was clear but so were issues with his maturity and relationship with the Steelers. The team struggled to find its next QB, going through the poo-poo platter of Pickett, Mitch Trubisky, and Mason Rudolph before bringing in Russell Wilson in 2023. While Wilson helped bring some respectability back at QB, Pickens' status with the team was already breaking down. Criticism of his effort became public, and he went into his fourth year without a clear path forward in Pittsburgh.
As it turned out, the path led to Dallas. Pickens and a 2027 sixth-round pick were sent to the Cowboys for a 2026 third-rounder and Dallas' fifth-round pick in 2027. For the Steelers, it was a decent return on a former second-rounder who they clearly had no intention of re-signing after his rookie deal. For the Cowboys, it was an immediate upgrade at WR2 and a much-needed wingman for CeeDee Lamb, who'd been carrying too much of the receiving load since the departure of Amari Cooper and the decline of Michael Gallup.

#clear

Detroit — The final field for the final Rocket Classic is set.
The PGA Tour announced Friday night the 141 players who are committed to teeing it up at Detroit Golf Club next week, when the eighth and final Rocket Classic will be played from July 30-Aug. 2.
There were no major changes with the final list of PGA Tour player commitments, from previous announcements, as the field continues to be highlighted by four players inside the top 10 of the Official World Golf Ranking, eight in the top 20 and more than half of the top 100. The field is arguably the best in the history of the Rocket Classic, and certainly the best since the rival LIV Golf tour began playing and poaching in 2022.
Headliners include Jordan Spieth, Xander Schauffele and Brooks Koepka, all playing the Rocket for the first time, as well as world No. 3 Cameron Young, No. 5 Russell Henley, No. 7 Chris Gotterup and No. 9 Wyndham Clark, who won this year's U.S. Open. Michael Kim, world No. 57 who shot golf's magic number, 59, at the 3M Open on Friday, also is in.
World No. 24 Ryan Gerard was the lone notable new name on Friday's entry list, while Matt Kuchar was the lone notable absence from the previous commitments.

#World #detroit #open

Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted Celestica Inc. (NYSE:CLS). Celestica Inc. (NYSE:CLS) is a leading technology and electronic manufacturing services company that offers supply chain solutions across multiple countries. On July 22, 2026, Celestica Inc. (NYSE:CLS) closed at $335.50 per share, reflecting a market capitalization of $38.57 billion. Celestica Inc. (NYSE:CLS) posted a one-month return of -7.17%, while its shares gained 104.60% over the past 52 weeks.
Deep Sail Capital Partners stated the following regarding Celestica Inc. (NYSE:CLS) in its Q2 2026 investor update:
"Celestica Inc. (NYSE:CLS) has transitioned from its legacy roots as an IBM captive manufacturer to become a design and technology integration leader within the AI and cloud infrastructure ***** e. Celestica was founded in 1994 as a subsidiary of IBM Canada. It was subsequently acquired by PE, and then IPOed in the late 1990s. The company's strategy from there was an acquisition model for the next two decades, acquiring various electronics and computer peripherals manufacturing and supply companies, highly tied to major OEMs like IBM, Avaya, and Lucent. At the beginning of the AI boom, the company found itself incredibly well positioned to provide specialized design, operational, and engineering services to large technology companies looking to build data centers or ***** ociated integrated rack systems.
The business segments of Celestica are split into two highly specialized operational segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). Within the CCS segment, the company serves enterprise AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others. Within the ATS segment, Celestica supports highly complex capital equipment, aerospace, and defense programs for Tier-1 customers such as Applied Materials, Honeywell, Lam Research, and Raytheon..." (Click here to read the full text)

#deep #solutions

Russell 2000 ETF (IWM) is currently showing below average volatility with an IV Percentile of 13% and an IV Rank of 16.49%.
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Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!

#risk

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and continued AI investment outweighed delayed rate cuts, rising bond yields and geopolitical uncertainty. Investor Class: ARTSX, Advisor Class: APDSX, and Institutional Class: APHSX returned 26.02%, 26.05%, and 26.11%, respectively, in the second quarter, compared to a 25.71% return for the index. Market leadership favored loss-making, highly leveraged companies, creating a difficult environment for quality-focused active managers. Health care was the strongest relative contributor, while energy, materials, financials and real estate also helped. Technology, industrials and consumer discretionary detracted, partly because the fund did not own oversized index contributors. Software holdings also weakened despite strong fundamentals. The fund remains positive on small-cap opportunities, AI infrastructure and health care, but has reduced software exposure and is staying selective as valuations rise and competitive risks increase. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Small Cap Fund highlighted Virtu Financial, Inc. (NYSE:VIRT). Virtu Financial, Inc. (NYSE:VIRT) operates as a financial services company that operates through Market Making and Execution Services segments. On July 23, 2026, Virtu Financial, Inc. (NYSE:VIRT) closed at $59.67 per share. One-month return of Virtu Financial, Inc. (NYSE:VIRT) was -1.89% and its shares gained 34.75% over the past 52 weeks. Virtu Financial, Inc. (NYSE:VIRT) has a market capitalization of $9.25 billion with a 52-week range between $31.55 - $68.02.
Artisan Small Cap Fund stated the following regarding Virtu Financial, Inc. (NYSE:VIRT) in its Q2 2026 investor letter:
"Virtu Financial, Inc. (NYSE:VIRT) is a technology-enabled market maker and execution services provider. We believe it has a strong franchise built on market structure expertise, a low-risk trading model and a scalable platform spanning equities, ETFs, futures, foreign exchange, options and crypto. We initiated a Garden position and later elevated it to a Crop position as our conviction increased. We have owned Virtu previously and are encouraged by the new CEO's strategic changes, including expansion into new products and geographies while maintaining its disciplined risk profile. We believe these initiatives support a durable company-specific profit cycle driven by market share gains, growth in execution services and continued expansion in options, ETF block trading and crypto. A more supportive market environment should make the benefits of these strategic change

Kimi Antonelli has admitted it is “mentally draining” fighting to become world champion for the first time – as the Italian teenager laid out his plan to dominate Formula One and become an all-time great.
The 19-year-old, in just his second season, heads into Sunday’s Hungarian Grand Prix with a 45-point buffer at the top of the standings after winning six of the 10 rounds staged.
Lewis Hamilton, the man whose shoes he filled at Mercedes, is currently his closest rival, with team-mate George Russell 50 points back.
Antonelli endured a turbulent first year in the sport – finishing 169 points behind Russell – but he has largely been in a class of one so far to create a narrative that securing this year’s crown could be the first of many.
And in an interview with the Press **** ociation, Antonelli said: “That is the goal, to be one of the best in the sport and win as much as possible.

#first #russell #become

Drivers have been vocal about how the complex energy deployment needs of the 2026 generation of Formula 1 cars have impacted how they have to be driven, with the reliance on energy harvesting causing a big mental shift in how to approach faster corners.
Mercedes driver George Russell is one driver who has struggled to gel with his machinery this year, which has come more naturally to his championship-leading team-mate Kimi Antonelli.
Norris, whose McLaren team has only finished on the podium four times this year as it tries to reel in Mercedes, appeared to have little sympathy for Russell's plight in what is still F1 fastest car in 2026.
"I mean, I've had to change my driving style every single year of my life," Norris said in Hungary. "I guess for him it's worked for 20 years, for me it's not worked. My driving style worked back in 2018 when I did my test year. That's probably about it. Ever since then I've had to change.
"I think the more experience you have in Formula 1, the better equipped you should be. If you're not ready to adapt to a different car, then you're not at a good enough level. It's our job, it's what we've got paid millions to do. It's to drive any car you get given, whether it's a good one, a bad one, an easy one or a hard one. You have to do it."

#norris #energy #team #change

Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The RS Large Cap Value Strategy underperformed the Russell 1000 Value Index in the second quarter of 2026 as unfavorable stock selection and sector allocation weighed on relative performance. U.S. equities remained resilient despite the Iran conflict, elevated inflation, labor market concerns and uncertainty around Federal Reserve leadership, with the S&P 500 gaining 15% and the Russell 1000 Value returning 13.9%. Market leadership broadened beyond the Magnificent Seven toward semiconductor, memory, power and other AI infrastructure beneficiaries, while investors also moved down the cap spectrum, helping the Russell 2000 Value rise 17.2%. Information Technology returned 80.63%, while Energy fell 13.77%; stock selection in Technology and Industrials and an underweight Technology position were key detractors. Looking ahead, the firm remains focused on risk management, valuation discipline and identifying financially strong, out-of-favor or misunderstood companies with capable management, improving ROIC, attractive reinvestment opportunities and share prices below estimated intrinsic value. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, RS Large Cap Value Strategy highlighted MarketAxess Holdings Inc. (NASDAQ:MKTX). MarketAxess Holdings Inc. (NASDAQ:MKTX) operates an electronic trading platform for institutional investor and broker-dealer firms. On July 21, 2026, MarketAxess Holdings Inc. (NASDAQ:MKTX) closed at $112.27 per share. One-month return of MarketAxess Holdings Inc. (NASDAQ:MKTX) was -1.05% and its shares gained -47.06% over the past 52 weeks. MarketAxess Holdings Inc. (NASDAQ:MKTX) has a market capitalization of $3.99 billion with a 52-week trading range between $108.75 - $214.98.
RS Large Cap Value Strategy stated the following regarding MarketAxess Holdings Inc. (NASDAQ:MKTX) in its Q2 2026 investor letter:
"MarketAxess Holdings Inc is a leading electronic trading platform for fixed income securities. MKTX connects institutional investors and broker-dealers for trading across corporate and government bonds. Servicing over 2,100 institutional clients, with nearly 20% market share of US corporate investment grade bond trading, the company has established a strong market position. Shares were under pressure during the quarter over concerns of increased competition and margin pressure. Despite the recent underperformance and broader market concerns, we remain positive on the structural change opportunity taking place under the new CEO and continue to hold the position."

#large #trading

Dodge & **** Fund, an investment management company, released its second-quarter 2026 investor letter for "Dodge and **** Stock Fund". A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% return and the Russell 1000 Value Index's 13.84% gain, mainly due to underweighting in Information Technology and weak performances from several holdings. Concerns over AI disruption negatively impacted companies with strong franchises. The Fund's bottom-up investment approach allowed it to acquire shares in industry leaders with strong long-term fundamentals. The firm believes that increased exposure to high-quality businesses and a diversified portfolio positions the Fund well for future growth. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Dodge and **** Stock Fund highlighted KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR) is a leading private equity and real estate investment firm focusing on direct and fund-of-fund investments. On July 21, 2026, KKR & Co. Inc. (NYSE:KKR) closed at $97.11 per share, reflecting a market capitalization of $90.55 billion. KKR & Co. Inc. (NYSE:KKR) posted a one-month return of 6.12%, while its shares lost 34.50% over the past 52 weeks.
Dodge and **** Stock Fund stated the following regarding KKR & Co. Inc. (NYSE:KKR) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
KKR & Co. Inc. (NYSE:KKR), a global alternative **** et manager, is also a new position in the Fund. Its share price declined amid broader macroeconomic concerns and potential weakness in its private credit and software investments. We believe the company's exposures to these areas are manageable and not overly concentrated. KKR traded at 13.6 times forward earnings, despite its diversified portfolio across private equity, real **** ets, and credit, and strong alignment between management and shareholders."

#Stock

Dodge & ***** Fund, an investment management company, released its second-quarter 2026 investor letter for "Dodge and ***** Stock Fund". A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% return and the Russell 1000 Value Index's 13.84% gain, mainly due to underweighting in Information Technology and weak performances from several holdings. Concerns over AI disruption negatively impacted companies with strong franchises. The Fund's bottom-up investment approach allowed it to acquire shares in industry leaders with strong long-term fundamentals. The firm believes that increased exposure to high-quality businesses and a diversified portfolio positions the Fund well for future growth. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Dodge and ***** Stock Fund highlighted Thermo Fisher Scientific Inc. (NYSE:TMO) as a newly added position. Thermo Fisher Scientific Inc. (NYSE:TMO) is a life science company focusing on providing life sciences solutions, ***** ytical instruments, specialty diagnostics, and laboratory products and biopharma services. On July 21, 2026, Thermo Fisher Scientific Inc. (NYSE:TMO) closed at $523.46 per share, reflecting a market capitalization of $194.53 billion. Thermo Fisher Scientific Inc. (NYSE:TMO) posted a one-month return of 6.35%, while its shares gained 12.16% over the past 52 weeks.
Dodge and ***** Stock Fund stated the following regarding Thermo Fisher Scientific Inc. (NYSE:TMO) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
We also started a position in Thermo Fisher Scientific Inc. (NYSE:TMO), a leading global provider of life sciences tools, scientific instruments, and laboratory products and services. The company's shares recently declined to their lowest valuation in a decade as the industry navigates cyclical weakness due to customers' post-COVID inventory destocking. Despite this near-term pressure, Thermo Fisher generates substantial recurring revenues and has a track record of successful acquisitions. We believe the company's long-term prospects remain attractive and took advantage of the lower share price to establish a position."

#fisher

Dodge & ****** Fund, an investment management company, released its second-quarter 2026 investor letter for "Dodge and ****** Stock Fund". A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% return and the Russell 1000 Value Index's 13.84% gain, mainly due to underweighting in Information Technology and weak performances from several holdings. Concerns over AI disruption negatively impacted companies with strong franchises. The Fund's bottom-up investment approach allowed it to acquire shares in industry leaders with strong long-term fundamentals. The firm believes that increased exposure to high-quality businesses and a diversified portfolio positions the Fund well for future growth. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Dodge and ****** Stock Fund highlighted its new purchase, Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 21, 2026, Visa Inc. (NYSE:V) closed at $355.82 per share. One-month return of Visa Inc. (NYSE:V) was 7.10%, and its shares gained 0.15% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $676.68 billion.
Dodge and ****** Stock Fund stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
Visa Inc. (NYSE:V) is expanding beyond transaction processing into fraud prevention, data ****** ytics, and digital commerce. We believe the shares are undervalued at less than 24 times forward earnings, a price that reflects investor concerns over potential regulatory headwinds, including proposed caps on credit card interest rates and fees. Given Visa's high operating margins, strong free cash flow, and growth opportunities beyond its core business, we believe investors are underestimating the durability of its competitive advantages."

#NYSE #shares #strong #concerns

Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted AmpliTech Group, Inc. (NASDAQ:AMPG). AmpliTech Group, Inc. (NASDAQ:AMPG) is a technology company that focuses on the design, engineering, and ***** embly of microwave component-based amplifiers and systems. On July 21, 2026, AmpliTech Group, Inc. (NASDAQ:AMPG) closed at $6.09 per share. One-month return of AmpliTech Group, Inc. (NASDAQ:AMPG) was -13.86%, and its shares gained 126.39% over the past 52 weeks. AmpliTech Group, Inc. (NASDAQ:AMPG) has a market capitalization of $154.31 million.
Deep Sail Capital Partners stated the following regarding AmpliTech Group, Inc. (NASDAQ:AMPG) in its Q2 2026 investor update:
"There were a few large detractors at the end of the Q1 that have reversed in Q2 including our two biggest contributors in Q2 Credo Technology and AmpliTech Group, Inc. (NASDAQ:AMPG). Amplitech (which I shared my long thesis in the fund's Q1 investment letter) returned even more in Q2 at 266% driven on a narrative pushed by retail investors that Amazon has become a client and that their devices will be used in future satellite launches. The fund exited the position in May with a return of 166% because we believe this narrative is incorrect and the stock had reached our valuation target of $6. I had no idea Amplitech would get caught up in this retail bubble, but I'll take the win and move on."
AmpliTech Group, Inc. (NASDAQ:AMPG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 5 hedge fund portfolios held AmpliTech Group, Inc. (NASDAQ:AMPG) at the end of the first quarter, compared to 7 in the previous quarter. While we acknowledge the potential of AmpliTech Group, Inc. (NASDAQ:AMPG) 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.

#capital

Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted Credo Technology Group Holding Ltd (NASDAQ:CRDO) as a notable performance contributor. Credo Technology Group Holding Ltd (NASDAQ:CRDO) is a semiconductor company that provides high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications. On July 21, 2026, Credo Technology Group Holding Ltd (NASDAQ:CRDO) closed at $223.87 per share. One-month return of Credo Technology Group Holding Ltd (NASDAQ:CRDO) was -16.77%, and its shares gained 127.49% over the past 52 weeks. Credo Technology Group Holding Ltd (NASDAQ:CRDO) has a market capitalization of $41.75 billion.
Deep Sail Capital Partners stated the following regarding Credo Technology Group Holding Ltd (NASDAQ:CRDO) in its Q2 2026 investor update:
"There were a few large detractors at the end of the Q1 that have reversed in Q2 including our two biggest contributors in Q2 Credo Technology Group Holding Ltd (NASDAQ:CRDO) and Amplitech. Credo Technologies was down over 50% from its ATH by the end of March on the narrative that "Copper is dead" in data centers. That narrative has since changed in Q2 with the market beginning to realize that Credo's ZeroFlap optics platform is a real second leg for the company and the acquisition of Dust Photonics, an integrated circuit optics company, makes Credo a viable optics player. The company returned 191% in Q2. I continue to view the company favorably on a growth and valuation basis and it is one of the fund's largest holdings."
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 59 hedge fund portfolios held Credo Technology Group Holding Ltd (NASDAQ:CRDO) at the end of the first quarter, compared to 69 in the previous quarter. While we acknowledge the potential of Credo Technology Group Holding Ltd (NASDAQ:CRDO) 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 repor

Madison Dividend Income Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund aims to generate income and capital appreciation from a high-quality, high-dividend portfolio. The Fund (class I) returned +1.8% in the second quarter, which compared to the S&P 500 Index, Russell 1000 Value Index, and Lipper Equity Income peer group returns of +15.2%, +13.9%, and +9.7%, respectively. YTD, the Fund returned +7.7%, compared with +10.2%, +16.3%, and +9.9% for the indexes, respectively. The Technology sector performed strongly, while Energy lagged. The firm sees the Energy sector's decline as an opportunity to buy undervalued energy stocks with good dividends. With S&P 500 valuations at all-time highs, risks include market correction and multiple contraction. The Fund aims to mitigate these risks by maintaining a diversified mix of high-quality, high-yield stocks in undervalued sectors. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Madison Dividend Income Fund highlighted ExxonMobil Holdings Corporation (NYSE:XOM). ExxonMobil Holdings Corporation (NYSE:XOM) is a leading energy company that engages in the exploration and production of crude oil and natural gas. On July 21, 2026, ExxonMobil Holdings Corporation (NYSE:XOM) closed at $151.71 per share, reflecting a market capitalization of $628.83 billion. ExxonMobil Holdings Corporation (NYSE:XOM) posted a one-month return of 10.82%, while its shares gained 38.01% over the past 52 weeks.
Madison Dividend Income Fund stated the following regarding ExxonMobil Holdings Corporation (NYSE:XOM) in its Q2 2026 investor update:
"One of the fund's top holdings is ExxonMobil Holdings Corporation (NYSE:XOM). XOM is the world's premier integrated oil and gas company. It has attractive upstream exploration and production ******* ets in the low-cost Permian Basin and a unique, ultra-low-cost growth opportunity in Guyana, along with developing liquid natural gas (LNG) ******* ets for data centers. The company has a downstream Product Solutions segment that refines energy, chemical and specialty products. Its low-cost position, diversified ******* et base, scale, integrated ******* ets and strong balance sheet provide a sustainable competitive advantage, in our view.
XOM's five-year "Plan to 2030" provides a framework for higher growth and substantial capital returns. It targets 65% of upstream production from its "advantaged" ******* ets by 2030, up from 59% today, which will drive a favorable mix shift and expand margins. The company thinks it can add $25 billion in earnings and $35 billion in cash flow while keeping capital expenditures flat in the $22-27 billion range.

#holdings #income #energy #high

Miles Russell closed out his Round-of-16 match in impressive fashion Thursday afternoon at the U.S. Junior Amateur.
Leading opponent Reed Arnaldo, 1 up, Russell got aggressive on the 324-yard, par-4 18th hole at Saucon Valley Country Club's Old Course, taking driver and hitting his tee ball to 5 feet.
With Russell looking at an automatic birdie, at worst, Arnaldo ended up conceding the hole to the country's top-ranked junior before Russell needed to even play his second stroke. Russell's 2-up win sent him into Friday morning's quarterfinals, where he'll face Dylan Boenning, who advanced with a 19-hole victory over Owen Coniaris.
Russell, who is also the world's seventh-ranked amateur and already a member of this year's U.S. Walker Cup team, is attempting to win his first Tiger Woods trophy, the new name of the U.S. Junior's coveted prize, and complete what would be considered the modern grand slam of boys junior golf.
Russell, 17, has already twice won the Junior Invitational at Sage Valley (2025, 2026) and AJGA Junior Players Championship (2023, 2025), while also winning the 2023 Junior PGA Championship.

#miles

This is a big weekend for motorsport fans, with Formula 1 rolling into Hungary for Round 11 and NASCAR's Cup Series tackling the legendary Brickyard. Here's everything you need to know about session times, where to watch, and how the championship battles currently stack up.
The Hungaroring hosts Round 11 of the season this weekend. Practice 1 goes green Friday, July 24 at 7:30 a.m. ET, followed by Practice 2 at 11:00 a.m. ET. Saturday brings Practice 3 at 6:30 a.m. ET and Qualifying at 10:00 a.m. ET, before Sunday's race gets underway at 9:00 a.m. ET over 70 laps.
Where to watch: Apple TV is the new home of F1 in the U.S. this season, with F1 TV Pro also carrying the international broadcast and timing data for fans who want every angle of the action.
Kimi Antonelli leads the drivers' standings with 204 points, ahead of Lewis Hamilton (159) in his first year at Ferrari and George Russell (154). Charles Leclerc (126) and Lando Norris (103) round out the top five, while Max Verstappen sits seventh on 91 points, well off his usual pace heading into the summer break.
Indianapolis Motor Speedway hosts a full weekend of NASCAR action. The Craftsman Truck Series opens things up Friday, July 24 with the TSport 200 at 8:00 p.m. ET on FS1. The Xfinity Series runs the Pennzoil 250 Saturday, July 25 at 4:00 p.m. ET on The CW. The headline event, the Cup Series' Brickyard 400, goes green Sunday, July 26 at 2:00 p.m. ET on TNT Sports.

#Friday

This article was originally published on ETFTrends.com.
Each year, as headlines tout inflation or red hot returns, investors revisit their favorite value stocks. Value is rarely as flashy as growth, and in a moment defined by AI, value has trailed lots of tech and growth strategies. In response, many investors want to wait for the right moment for value. That may be a mistake, when an active value ETF like the T. Rowe Price Value ETF (TVAL) is already delivering in the value stocks ******* e.
The S&P 500 is overvalued almost 200% based on recent data from June 2026.
Even while investors want to wait for an AI bubble burst, an active value ETF can deliver right now.
TVAL has outperformed its benchmark, the Russell 1000 Value index.

#Growth

When celebrities need a change in their lives or careers, one of the first places they go to is the salon. Keri Russell and the executive producers of "Felicity" created cultural panic when Russell cut her hair on screen, a short hair makeover she later regretted. And in recent years, Kaley Cuoco, Katy Perry, and Zoë Kravitz are a few of the celebs who totally rocked short hair transformations. Whether those ladies knew it or not, in the late '80s, an up-and-coming model named Linda Evangelista paved the way for women to take those big risks with their hair — and it almost ruined her career. Evangelista's cut is now part of fashion industry history. In the 2023 Apple TV+ docuseries "The Super Models" (via Us Weekly), Evangelista said that she lost work immediately after stylist Julien d'Ys cut her long brown waves into a pixie at the suggestion of photographer Peter Lindbergh.
Arthur Elgort/Getty
"I went to Milano to do the fashion shows where I was booked for 20 shows. As I was doing my fittings, and as they were seeing me, they all started canceling me," Evangelista recalled on the series. She said she only ended up doing four shows that year, but then her luck changed. Her open schedule allowed her to book a job with Vogue Italia to be photographed by Steven Meisel. She made the cover, which led to other Vogue features, and suddenly she was booked and busy. In fact, she said her rate quadrupled as she set a trend, leading women to ask their hairdressers for the short, androgynous cut dubbed "The Linda."
Read more: Things You Don't Know About Cote De Pablo
Taylor Hill/Getty Images

#hair