The indicator that caught my eye this week is good ol' Bollinger Bands. Bollinger Bands are one of the most popular technical indicators and are available on any charting software that I've seen. Bollinger Bands typically use a 20-day moving average as the centerline, and upper and lower bands are drawn two standard deviations above and below the moving average. The conventional way to interpret the indicator is that when the stock closes below the lower Bollinger Band, it's oversold. When it closes above the top band, it's considered overbought.
What caught my eye was that at the close on Monday, the S&P 500 Index (SPX) was within 1.5% of its all-time high, but many stocks had Bollinger Band signals, and a large majority of them were to the downside. I wondered if this was common and if it could tell us anything about what to expect from the market going forward.
Also, one of the largest and most popular stocks, Apple (AAPL), was one of just a handful of stocks that recently signaled above its top Bollinger Band. In the article below, I dig into AAPL's historical signals to see how the stock tends to perform based on the indicator.
On Monday, the SPX was still within 1.5% of its all-time high (it fell below that today). Over the previous 10 days, there were over 100 Bollinger Band signals, and over two-thirds of those signals were stocks closing below their lower Bollinger Bands, as opposed to closing above the top bands.
Going back to 2016 and using the criteria above (SPX within 1.5% of the high, over 100 Bollinger Band signals, and over two-thirds of them oversold), there have been 20 previous signals. To avoid bunches of signals, I only considered the first signal over a 20-day period. The table below summarizes the SPX returns after these signals. The second table below shows typical index returns for comparison.

#signals #band

PG&E (PGC) is on track to close meaningfully lower on Aug. 31 after Wells Fargo downgraded the utility company to "Equal Weight" and lowered its price target to $24. While ******* yst Shahriar Pourreza's revised price target still implies about an 80% upside from here, the downgrade signals a pivot to a far more cautious stance.
Following today's decline, PG&E stock is down about 30% versus its year-to-date high.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#equal

Strategy (MSTR) broke its 10-week Bitcoin pause with a $370M buy, sending Strive (ASST) 6% higher even as Bitcoin fell.
With SPY down 0.6% and Strive already up 97% in a month, its beta of 13.19 signals extreme reversal risk.
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Strive (NASDAQ:ASST) shares are climbing this morning after peer Strategy (NASDAQ:MSTR) ended a 10-week Bitcoin purchase pause, a sentiment shift for corporate treasury names that arrives even as Bitcoin (CRYPTO:BTC) itself trades slightly lower on the day. The divergence sets the tone for Monday's session.
Strive is up 7% to $23.20 in Monday trading. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.6% to $764.93. Bitcoin is down 0.5% to $78,397.57 over the past 24 hours, and that's the anchor ****** et for this entire trade.

#strive #strategy #mstr #even

Despite a 34% selloff, Netflix (NFLX) earns a BUY with a $182 price target implying 123% upside over twelve months.
Netflix crushes Disney (DIS) on margins at 33% versus 15% and trades at half Spotify's (SPOT) earnings multiple despite matching its growth rate.
Ad revenue is set to nearly double to $3 billion in 2026, while a record $4.7 billion Q2 buyback signals strong management conviction.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.

#months #double

Key Takeaways
Strategy bought 4,603 Bitcoin for $369.7 million, ending 10 consecutive reporting weeks without a BTC acquisition.
It comes after Michael Saylor's cryptic "we're back" post sparked debate.
Bitcoin could retest $80,000 if it holds above $77,000, although ****** ysts say favorable Federal Reserve signals are still needed to confirm a breakout.
Michael Saylor's Strategy has resumed buying Bitcoin after a 10-week pause, adding $369.7 million in BTC as it attempts to reclaim $80,000.

#Bitcoin #michael #takeaways

Ferguson expects two rate hikes before early next year, warning five years of missed inflation targets threaten the Fed's credibility.
Ferguson dismisses Warsh's balance sheet hints as ineffective and warns Treasury interference is distorting the bond market signals guiding policy.
Consumer sentiment sits at 49.5, below the 60 recessionary threshold, making Ferguson the hawkish outlier against El-Erian and JPMorgan expecting dovish guidance.
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Former Federal Reserve Vice Chairman Roger Ferguson expects two interest rate hikes across the rest of 2026 and early 2027, warning that persistent inflation could damage the central bank's credibility if officials fail to act. His forecast is more hawkish than those of observers expecting only one increase.

#hikes #credibility

MD Sass, a boutique ****** et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted ****** og Devices, Inc. (NASDAQ:ADI). ****** og Devices, Inc. (NASDAQ:ADI) is a US-based semiconductor company that engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystem products and was added to the portfolio this quarter. On August 28, 2026, ****** og Devices, Inc. (NASDAQ:ADI) closed at $361.78 per share. Over the past month, ****** og Devices, Inc. (NASDAQ:ADI) returned -0.03%, while its shares have gained 43.96% in the last 52 weeks. ****** og Devices, Inc. (NASDAQ:ADI) has a market capitalization of $175.31 billion, and its stock has traded within a 52-week range of $223.47 to $445.91.
MD Sass Concentrated Value Strategy stated the following regarding ****** og Devices, Inc. (NASDAQ:ADI) in its Q2 2026 investor letter:
"Analog Devices, Inc. (NASDAQ:ADI) is one of the two largest ****** og semiconductor franchises globally. ****** og semiconductors bridge physical and digital systems by sensing, converting, and managing signals and power. The business benefits from long product lives, sticky design wins, a broad customer base, modest capital intensity, and increasing content as systems become more complex and electrified.
Our thesis combines an improving cyclical backdrop with secular growth businesses approaching meaningful inflections. ADI has exposure to data centers, automated test equipment, aerospace and defense, industrial automation, and automobile electrification. While ADI is not a pure play AI company, we

AWS growth reaccelerating to 37% makes Amazon's (AMZN) 21x P/E look cheap versus peers, with our price target implying 33% upside.
Amazon and NVIDIA (NVDA) will deliver 2 million additional GPUs for agentic AI, accelerating the cloud infrastructure arms race.
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Amazon (NASDAQ:AMZN) delivered one of its cleanest quarters in years, with AWS accelerating for the fifth straight quarter and advertising growing at 26% pace. The market has yet to fully price in this acceleration. Our Amazon 24/7 Wall St. price target signals meaningful upside.
Metric

#NVIDIA #grab

Shein stock tumbled more than 10% in gray-market trading on Monday, the day before it was set to begin trading on the Hong Kong Stock Exchange, a sign of tepid investor enthusiasm heading into the listing. Futu Securities, Bright Smart, and Phillip Securities — three of Hong Kong's major brokerages — each quoted the stock down more than 10% shortly after gray-market trading got underway, according to Reuters.
At Futu, which leads Hong Kong's retail brokerage market by trading volume, the shares were last quoted near HK$42. Brokerages quote gray-market prices for a stock before it begins official trading on an exchange.
According to Reuters, citing unnamed sources, Shein priced its shares at HK$48.56 apiece, raising $1.7 billion and pegging its valuation at roughly $26.5 billion. The official pricing announcement is due later on Monday, with trading set to begin Tuesday under stock code 00625.
Bevis Ho, a senior ****** yst at Futu Securities, said the move signals "caution among both retail and institutional investors," explaining that right now "investors see greater potential in AI and robotics themes than in fast fashion."
Shein's current market value amounts to just over one-quarter of the roughly $100 billion it commanded at its private-market high in 2022, with the steep decline tied to tariff and duty changes across the U.S. and Europe that have eroded the core economics of its business.

#futu #securities #gray

On August 28, Affirm Holdings (NASDAQ:AFRM) gave investors two very different signals in the same breath. The buy now, pay later company posted a fiscal fourth quarter that blew past Wall Street's numbers, yet CEO Max Levchin used the moment to flag something less comfortable: gas prices are squeezing the very shoppers driving that growth. The stock barely moved on the news, leaving the market to sort out which story matters more.
The headline numbers were hard to argue with. Revenue rose 33% to $1.17 billion for the three months ended June 30, ahead of the $1.11 billion ****** ysts expected, while gross merchandise volume climbed 36% to $14.1 billion against a $13.39 billion estimate. Adjusted operating income reached $353 million, a 30% margin, and the GAAP operating margin expanded six percentage points to 12.6%. For the full fiscal year, GMV hit $50.2 billion, up from $36.7 billion, on $4.26 billion in revenue.
The user base kept expanding too. Active consumers grew 21% to 27.8 million, and transactions per active consumer rose 20% to 7.0, while the Affirm Card's active user count more than doubled to 5.2 million. Newly appointed president Michael Linford, who moved into the role Thursday, Aug. 27, after nearly two years as chief operating officer, called it the eleventh straight quarter of GMV growth above 30%. Credit quality held up alongside that growth, with the 30-day delinquency rate improving to 2.5% from the 2.7% to 2.8% range of the prior three quarters, something Compass Point's Giuliano Bologna called evidence of "resilient credit performance." Affirm also deepened its Shopify tie-up, extending Shop Pay Installments into Australia after last year's UK expansion, part of what Linford described as Shopify "pulling us into a new market" as both a partner and shareholder. Susquehanna's James Friedman raised his price target to $110 from $105, calling the guidance for fiscal 2027 "exceptionally strong."
Levchin's own commentary complicated the celebration. "The US consumer undoubtedly sees the higher gas prices, so can't, can't ignore that," he told CNBC, noting shoppers are increasingly turning to Affirm to manage costs across "all the various inflationary points." The national average gas price sat at $4.09 a gallon as of August 28, down from above $4.50 in May but still well above pre-Iran war levels, and it hasn't dipped below $3 since March 2. Levchin was direct about the risk: "I do think that sustained pressure on prices isn't great in the long term, and so can't ignore that either."

#prices #Growth #can 't

Liverpool's pursuit of Ismaïla Sarr appears to be moving with purpose, with confidence growing around the proposed transfer as the club continues to shape its attacking options for Andoni Iraola. Credit to Khadim Diakhate, whose report indicates there is increasing belief among those close to the situation that the move can be completed.
There is also a significant detail on Liverpool's side of the negotiations. The report suggests the club are expected to improve their offer for Sarr, with that revised bid likely to be their final proposal. That usually signals a club entering the decisive phase of talks, trying to establish whether an agreement can be reached without allowing the process to drag on.
The wider picture is also revealing. Liverpool are said to want two wingers, with Sarr part of that plan alongside either Yankuba Minteh or Estêvão, who is referenced as Chelsea. That points to a recruitment drive focused on adding pace, directness and flexibility in the attacking line, particularly after a summer of change and the need to refresh options in the final third.
Sarr's appeal appears to go beyond the wing. He is viewed as someone capable of playing through the middle too, which may carry extra relevance if Alexander Isak fails to deliver at the required level, while Hugo Ekitike is currently unavailable through injury. That versatility could be a major factor in Liverpool's thinking.
From Liverpool's perspective, this looks like a deal built around tactical utility as much as raw talent. Sarr has long been **** ociated with speed, running power and vertical threat. For a head coach like Iraola, those qualities can be valuable across multiple attacking roles, especially in a system that asks forwards to attack **** e quickly and work intensely without the ball.

#sarr #appears #options #without

As if dating weren't already enough of a gamble, a new trend has some men skipping their usual hygiene routines before meeting a prospective partner.
So-called "pheromone-maxxing" is a viral TikTok trend primarily **** ociated with teen boys and young men that involves skipping showers and deodorant before a date.
Some proponents go so far as to wear unwashed shirts or drink their own urine in an effort to "sweat out toxins," Vice reported.
'Looksmaxxing' Trend Has Young Men Taking Hammers To Their Faces In Pursuit Of Sharper Features
Pheromones are chemical compounds that transmit signals between members of the same species. They are well documented in insects and other animals, and some pheromones do not have a discernible scent, Scientific American explained.

#trend #looksmaxxing #hammers

On August 21, Flowers Foods (NYSE:FLO) held its second-quarter earnings call, and management didn't try to spin the results. Net sales fell 4% to $1.193 billion, as a 5.8% drop in volume overwhelmed the modest gains the company squeezed out on price. Branded retail volume fell even harder, down 7.6%, and net income sank 30.3% to $40.7 million. Underneath the weak quarter, though, is a company trying to reposition itself around where bread shoppers are actually headed, even as the next few months look no easier.
Even with volume sliding, Flowers Foods still pushed price and mix up 1.8% company wide, a sign its earlier pricing moves found at least some traction in a brutal bread aisle. Management also said its comprehensive organizational review is finished and the company has moved into executing the resulting cost initiatives, aimed at a structure that's been squeezed by labor and freight. CFO Anthony Scaglione pointed to $20 million in savings he expects those restructuring actions to deliver once fiscal 2027 arrives.
The bigger swing factor is where the company is putting its innovation dollars. Chairman and CEO Ryals McMullian pointed to sourdough, a $1.3 billion category where the company admits it's still underrepresented on shelves nationally, along with protein-enriched loaves, as the two ***** es where consumer tastes are actually moving. The relaunched Nature's Own line, now carrying Non-GMO Project Verified labeling, is getting encouraging early signals from retailers and shoppers alike. Executives also expect fresh customer wins already in the pipeline to help lift results later this year, and the company still generated $241.5 million in operating cash flow year to date, giving it room to fund the turnaround while it plays out.
The near-term numbers tell a rougher story. Volume fell 5.8% across the business as the fresh packaged bread category ran into an environment where household budgets are tighter, tastes are shifting and competitors are fighting hard on price. Branded retail net sales dropped 3.8% to $794.6 million, and the company's other segment, largely store-brand products, fell 4.4% as inflation pushed more shoppers toward cheaper private label. Profitability took the harder hit. Adjusted EBITDA dropped 19.2% to $111.3 million, just 9.3% of net sales, while adjusted diluted EPS fell nine cents to $0.21.
Management pointed to weaker output levels and rising labor costs behind a 40 basis point jump in production costs to 51.6% of sales, and higher spending on its workforce, freight and marketing pushed adjusted SD&A costs up 140 basis points to 39.1% of sales. McMullian also noted that rival bakers didn't follow Flowers Foods' price increases, leaving the company facing more aggressive promotions than it had planned for. Scaglione flagged oil, diesel and packaging resin costs as ongoing risks heading into next year. All of that led management to cut its full-year outlook, with net sales guidance now set at $5.070 billion

The professional golf world loses a fierce competitor this weekend. Anna Nordqvist, the three-time major champion, has officially announced her retirement. She will walk inside the ropes for the last time at the FM Championship in Boston. This decision marks the end of a nearly two-decade journey on the LPGA Tour. The 39-year-old Swede made the news public on Wednesday, confirming she will not return to competition after this event. Her final tournament serves as a bookend to a career that started with a simple dream and two suitcases. Fans and fellow players now look back at a legacy built on consistency and grit.
Nordqvist confirmed the news through her own channels before it hit the wider media. According to ESPN Golf, the announcement came on Wednesday, setting the stage for her final competitive week. The outlet reported that she will retire as a player immediately following this weekend's FM Championship. This specific event in Boston becomes the closing chapter of her playing days. The Swede's last major ******* le and final LPGA victory occurred at the Women's British Open in 2021. Since then, she has navigated a challenging path to reclaim her form. Currently ranked 118th in the world, her career earnings stand at more than $14 million, a testament to her longevity. She secured nine wins on the LPGA Tour during her tenure.
Golf Monthly reported that Nordqvist shared a video on her Instagram page showing career highlights while reading her letter. In that video, she explained her reasoning with clarity.
Even as a player, her role in the sport remains significant. Nordqvist is set to captain Team Europe as they play the United States in next month's Solheim Cup. The event takes place in Bernardus, Netherlands. Her record as a player in the team competition stands at 17-15-3. She had previously stated that taking the captaincy job meant she wanted to complete this journey with her teammates. "I think this is my 18th year on Tour," she told reporters, noting that the FM Championship is the last event before the Solheim Cup. She feels she has given her all to the team and the game. Looking ahead, she hinted at personal goals beyond the fairways. "So hopefully be able to join them on a few. And a big dream of mine is to become a mother one day. It's something I'm going to keep dreaming of."
Nordqvist's departure leaves a noticeable gap in the field. She was a player who could win any tournament she entered, a fact proven by her nine career ******* les. Her retirement signals a shift for the LPGA Tour, which loses a veteran presence known for her steady hand and competitive fire. The timing is interesting as she steps away while still serving as a team captain, but highlights her value to the sport even without holding a club for competition. Her focus on health and family reflects a growing trend among athletes who prioritize longevity over endless competition. The golf community will miss her presence, but her legacy remains secure with t

On August 14, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) disclosed that its stake in ******* e Exploration Technologies Corp. (NASDAQ:SPCX) was worth about $94 billion as of June 30, 2026, more than 100 times its original $900 million investment from 2015. It is making Alphabet by far ******* eX's largest single institutional shareholder following the company's June initial public offering.
Alphabet Inc. (NASDAQ:GOOGL)'s ******* eX stake is now one of the most lucrative early-stage bets in tech history. A $900 million check from 2015 is worth roughly $94 billion, a gain that dwarfs Alphabet's next-largest disclosed rival holder, Saudi Arabia's Public Investment Fund, whose 154.1 million shares were worth $26.3 billion at the same date. That scale validates Alphabet's willingness to make patient, outsized bets outside its core search business, a track record that could matter the next time Alphabet weighs a similarly bold bet.
Space Exploration Technologies Corp. (NASDAQ:SPCX)'s trading action suggests institutional demand is holding up despite the pullback. The stock got "a fresh jolt of buying" when fears about its first lockup expiry proved unfounded, Interactive Brokers strategist Steve Sosnick told Reuters. It remains one of the most actively traded names among the firm's customers. That kind of resilience right after a lockup, often a moment when early holders dump shares, signals ******* eX's shareholder base isn't rushing for the exits.
SpaceX's ownership base extends well beyond Alphabet, which reduces reliance on any single backer's continued conviction. Reuters' filing review found Fidelity, Saudi Arabia's PIF, Hancock Prospecting, Brookfield, and other major institutions all disclosing sizable stakes. That breadth shows professional investors broadly, not just Alphabet, are underwriting ******* eX's valuation.
Alphabet Inc. (NASDAQ:GOOGL)'s headline number is already stale and shrinking. The stake would be worth about $77.9 billion at ******* eX's August 13 price, Reuters reported, roughly $16 billion below the June 30 figure used in the disclosure, since regulatory filings run on a 45-day lag. Now that ******* eX is public, Alphabet's stake must be marked to market. It means ******* eX's own stock swings could show up as real volatility in Alphabet's reported earnings going forward, a new risk that did not exist while the investment sat private.

#reuters #worth #public

On August 21, 2026, Reuters reported that JPMorgan Chase & Co. (NYSE:JPM) is hiring veteran dealmaker David Fishman away from Bank of America Corporation (NYSE:BAC) to lead North America technology mergers and acquisitions, according to an internal memo.
Fishman, who spent nearly 16 years at Bank of America and most recently co-headed its technology, media, and telecommunications banking group, resigned. JPMorgan is also elevating Vineet Seth, its current North America tech M&A head, to vice chair of investment banking, with both bankers joining a new Technology M&A Leadership and Advisory Council. The move follows other recent senior departures from Bank of America, including Mike Joo to Barclays and Amy Lissauer, who is also joining JPMorgan.
JPMorgan Chase & Co. (NYSE:JPM) is deliberately consolidating senior technology banking talent rather than simply filling a vacancy. Creating a dedicated Technology M&A Leadership and Advisory Council around both Fishman and Seth signals the bank wants concentrated expertise serving its largest technology clients. It's exactly the kind of strong relationship that wins big contracts in a sector that pays huge fees.
Landing a banker with Fishman's specific relationships adds value beyond his **** le. Senior dealmakers carry the client relationships that determine who gets the first call when a board weighs a merger. After almost 16 years running technology, media, and telecom deals at Bank of America Corporation (NYSE:BAC), Fishman brings a book of relationships JPMorgan did not have to build organically.
The hire fits a broader pattern of JPMorgan pulling senior talent from Bank of America. With Amy Lissauer also joining JPMorgan later this year, JPMorgan is compounding its technology and shareholder-defense banking bench at the same time, a coordinated buildout rather than an isolated hire.

#technology #bank

On August 20, 2026, Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said artificial intelligence has fundamentally altered the memory industry's historically volatile boom-and-bust cycle, telling CNBC's "Mad Money" that "today there is no AI without memory."
Mehrotra said data-center customers currently want roughly 50% more supply than Micron can commit to delivering. The firm has signed five-year strategic agreements with more than 16 customers to lock in demand, up from the number disclosed on its late-June earnings call. Micron is backing that outlook with a planned $250 billion investment in U.S. manufacturing through 2035, including two new fabs in Boise, Idaho. It separately unveiled a $10 billion Micron Research Labs initiative, endorsed by Nvidia CEO Jensen Huang and Apple CEO Tim Cook.
Demand is running well ahead of what Micron Technology, Inc. (NASDAQ:MU) can physically supply. Data-center customers want about 50% more memory than Micron can commit to, a supply-demand gap severe enough that all its customers across our end markets will buy everything that it makes. That kind of shortage, rather than oversupply, is the opposite of the environment that has historically crushed memory prices.
Long-term contracts are replacing the spot-market exposure that drove past boom-bust cycles. Micron has signed five-year strategic agreements with more than 16 customers who have "committed to taking the supply." It gives Micron real visibility into future demand instead of relying on volatile spot pricing that has wrecked memory margins in past cycles.
Micron is backing its confidence with capital, not just commentary. The firm's $250 billion U.S. manufacturing commitment through 2035, plus a separate $10 billion Micron Research Labs investment, signals a multi-decade bet on sustained AI-driven demand. The research initiative's endorsement from customers as significant as Nvidia and Apple lends outside credibility to that bet.

#memory #supply #Research #technology

The Rams still don't know whether Aaron Donald will be on their team this season.
Rams head coach Sean McVay said after Thursday night's preseason finale that he can't answer anything about whether adding Donald to the roster would be a quick process, whether there will be issues with his contract, or anything else, because he simply doesn't know what Donald's decision will be.
"I think all of those things are up in the air," McVay said. "I wish I had a little bit better ability to give you some clarity, but it's really one of those deals that, what we're doing we're focusing on this football team. Aaron knows that if he wants to be able to do that, that's something that we absolutely want to be able to entertain and figure out, and that's really all there is to it right now."
The 35-year-old Donald, one of the greatest defensive linemen in NFL history, retired after the 2023 season. This offseason, he has worked out with the Rams and given strong signals that he is considering a comeback, but until he tells the Rams he's playing, they're in a holding pattern. The Rams' regular season opener is less than two weeks away, on September 10 in Australia against the 49ers.

#Rams #mcvay #know #anything

Trade Desk is down 65% year to date, placing the burden of proof squarely on bulls even after its 24% monthly drop.
Magnite surged 47% year to date while AppLovin fell 54%, proving capital rotated within ad tech rather than fleeing the sector entirely.
Trimming Trade Desk to a manageable size is justified now, as the sector's rotation signals where winning positioning currently sits.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
The Trade Desk (NASDAQ:TTD) stock is down 24% over the past month, and the question in front of holders is whether to sell into that weakness or hold through what has become a year-long slide. This piece answers that question directly rather than leaving it open.

#investors #question #magnite #applovin

SAP (NYSE:SAP) faces a slower path to monetizing artificial intelligence, according to UBS, which downgraded the German software giant to Neutral from Buy on concerns that agentic AI is reaching customers too slowly.
The Swiss bank said SAP remains a dominant system of record with a deep moat around its core enterprise resource planning business, but the pace of "out-of-the-box" AI agent delivery is lagging. SAP has rolled out just 17 such agents to date, with another 15 in ramp-up, leaving its target of 200 by year-end looking difficult to reach, UBS **** ysts wrote.
The complexity of SAP's largest customers, many running multiple ERP instances across different versions and often on private cloud deployments with custom coding, complicates the company's ability to deliver standardized AI tools, according to the note. UBS said it is hearing positive signals on customers building their own agents through Joule Studio, but adoption remains gradual, making it hard to disprove bearish views on SAP's AI relevance in the near term.
UBS expects cloud backlog growth to decelerate in the second half of the year toward management's guided ~23% constant-currency pace, down from Q2's 26% (24.6% organic), a slowdown likely to pressure shares without clearer AI traction.
UBS also cited falling cloud gross, higher AI token costs pressuring R&D spending, a 100 million euro cut to 2026 EBIT guidance from acquisition dilution, and management's warnings about IT spending risks tied to the Gulf conflict.

#remains #german

(Bloomberg) -- Bitcoin's (BTC-USD) rally is running into resistance at the psychologically important $80,000 level as traders await key US monetary policy signals to gauge whether the past week's gains have room to run.
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#bloomberg #draws #Apple

Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date return of -10.7% versus the index's 35.3%. A copy of the letter can be downloaded here. Despite the improvement, the seven-percentage point lag behind the benchmark is considered disappointing, and year-to-date performance is still below long-term expectations. The market sends signals through share prices, where rising prices indicate improvement and falling prices suggest decline. However, blindly following these signals can be misleading. The portfolio's performance reflected this, with technology lagging and consumer discretionary stocks performing well. The quarter emphasized that market expectations can shift quickly, demanding careful ***** sment of a business's long-term earning potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Langdon Global Smaller Companies Strategy highlighted YETI Holdings, Inc. (NYSE:YETI). YETI Holdings, Inc. (NYSE:YETI) is a US-based outdoor products company known for coolers, drinkware, and gear. On August 26, 2026, YETI Holdings, Inc. (NYSE:YETI) closed at $41.78 per share, reflecting a market capitalization of $3.05 billion. YETI Holdings, Inc. (NYSE:YETI) posted a one‑month return of -15.18%, while its shares gained 20.78% over the past 52 weeks.
Langdon Global Smaller Companies Strategy stated the following regarding YETI Holdings, Inc. (NYSE:YETI) in its Q2 2026 investor letter:
"Elsewhere, portfolio performance was considerably stronger. Consumer discretionary holdings contributed 4.0%, outperforming the benchmark sector by approximately 2.7 percentage points, while financial holdings also added positively on both an absolute and relative basis. Watches of Switzerland was the largest individual contributor, followed by YETI Holdings, Inc. (NYSE:YETI) and DO & CO. Goosehead Insurance, L1 Group and several other holdings also made meaningful positive contributions.
Markets are forward-looking, but their horizon is elastic. When uncertainty rises, the market's gaze into the future shortens. Investors begin to demand immediate clarity, effectively penalizing long-duration ***** ets. By compressing its time horizon, the market discounts far-off cash flows at a much higher rate. This change in investor behaviour can produce a significant decline in a share price, even when the business's long-term earning power has changed relatively little. For long-term investors, these moments of shortened market duration deserve intense attention.

#long #smaller

Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date return of -10.7% versus the index's 35.3%. A copy of the letter can be downloaded here. Despite the improvement, the seven-percentage point lag behind the benchmark is considered disappointing, and year-to-date performance is still below long-term expectations. The market sends signals through share prices, where rising prices indicate improvement and falling prices suggest decline. However, blindly following these signals can be misleading. The portfolio's performance reflected this, with technology lagging and consumer discretionary stocks performing well. The quarter emphasized that market expectations can shift quickly, demanding careful ***** sment of a business's long-term earning potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Langdon Global Smaller Companies Strategy highlighted Miami International Holdings, Inc. (NYSE:MIAX). Miami International Holdings, Inc. (NYSE:MIAX) is a financial services company that builds and operates various financial marketplaces in the United States. On August 26, 2026, Miami International Holdings, Inc. (NYSE:MIAX) closed at $43.39 per share, reflecting a market capitalization of $4.30 billion. Miami International Holdings, Inc. (NYSE:MIAX) posted a one‑month return of -5.67%, while its shares gained 22.26% over the past 52 weeks.
Langdon Global Smaller Companies Strategy stated the following regarding Miami International Holdings, Inc. (NYSE:MIAX) in its Q2 2026 investor letter:
"We initiated a position in Miami International Holdings, Inc. (NYSE:MIAX) during the second quarter. MIAX operates electronic exchanges across several areas of the U.S. financial markets. Exchange businesses can possess attractive characteristics, including transaction-based revenue, operating leverage and network effects that may strengthen as liquidity and participation grow. Our interest in MIAX rests on the combination of its existing position in U.S. listed options, its proprietary technology infrastructure and its ability to introduce new products across a broader derivatives platform.
The company has continued to gain share in certain markets while investing in new products and partnerships. Because much of its technology and operating infrastructure is already in place, higher trading volumes may support attractive incremental margins over time. That potential is meaningful but not ***** ured. Exchange operators face substantial competitive, regulatory and execution risks. Their economics can also be affected by trading activity, pricing, market structure and the actions of large incumbents..." (Click here to read the full text)

#holdings #global #smaller

Even bullish S&P 500 investors are waiting for a market correction. But it's already here for nearly two-thirds of stocks.
Roughly 300 stocks in the S&P 500 — including Trade Desk (TTD), Costar (CSGP) and Fiserv (FISV) — are down 10% or more from their 52-week highs, says data from S&P Global Market Intelligence and MarketSurge. That puts them in a correction — or worse.
Such widespread pain in the S&P 500 signals that a dreaded sell-off is already happening in slow motion. Many investors are unnerved that the S&P 500 is trading at its highest valuation since the dot-com bubble burst in 2021, based on the Shiller/CAPE PE. The measure stands at 42, close to its December 1999 peak of 44, says Nicholas Colas of DataTrek Research. Roughly a third of S&P 500 stocks are down 20% or more from their highs — putting them in bear market territory.
"Bubbles burst when real world outcomes fall short of expectations, not just in terms of corporate fundamentals but monetary and fiscal policy as well," Colas said.
Much of the concern centers on AI plays. And, to be sure, shares of AI king Nvidia (NVDA) are down more than 10% from their 52-week highs. But even more pain is being felt in other areas of tech.

#down #investors #correction

The euro currency is approaching a seasonal period that deserves the attention of both investors and active market participants. The optimal window lasts approximately 75 calendar days, providing enough time for longer-term traders to establish a bearish position while also allowing shorter-term traders to sell into and out of positions when the euro technical setups develop.
Seasonal patterns are not, by themselves, trade signals. They identify periods when a market has historically tended to move in a particular direction. The current fundamental environment, however, may support the euro's impending bearish pattern.
Why This Week Looks to Be Fun
Crude Prices Fall as Oil Supplies Move Through the Strait of Hormuz
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, **** ysis, and headlines.

#move #looks

Bitcoin (BTC) is showing three technical signals that closely resemble its recovery from the 2022 bear-market bottom, strengthening the case for a rally toward $100,000 in 2026.
Here are the three reasons why.
The first similarity comes from Bitcoin's weekly relative strength index (RSI).
Near the November 2022 bottom, BTC continued forming lower or flat price lows while its weekly RSI began making higher lows. The divergence suggested that downside momentum was weakening even though Bitcoin remained under selling pressure.
A similar RSI structure appeared during Bitcoin's latest decline toward the $57,000–$60,000 region.

#toward #lows #near

Even bullish S&P 500 investors are waiting for a market correction. But it's already here for nearly two-thirds of stocks.
Roughly 300 stocks in the S&P 500 — including Trade Desk (TTD), Costar (CSGP) and Fiserv (FISV) — are down 10% or more from their 52-week highs, says data from S&P Global Market Intelligence and MarketSurge. That puts them in a correction — or worse.
Such widespread pain in the S&P 500 signals that a dreaded sell-off is already happening in slow motion. Many investors are unnerved that the S&P 500 is trading at its highest valuation since the dot-com bubble burst in 2021, based on the Shiller/CAPE PE. The measure stands at 42, close to its December 1999 peak of 44, says Nicholas Colas of DataTrek Research. Roughly a third of S&P 500 stocks are down 20% or more from their highs — putting them in bear market territory.
"Bubbles burst when real world outcomes fall short of expectations, not just in terms of corporate fundamentals but monetary and fiscal policy as well," Colas said.
Much of the concern centers on AI plays. And, to be sure, shares of AI king Nvidia (NVDA) are down more than 10% from their 52-week highs. But even more pain is being felt in other areas of tech.

#highs #colas #correction #already

By Sukanya Mitra
Aug 24 (Reuters) - Gold rose to its highest in more than three months on Monday, building on gains from last ‌week as a muted dollar boosted appeal, while investors awaited U.S. ‌inflation data and remarks from Federal Reserve Chairman Kevin Warsh this week for signals on the interest-rate path.
Spot gold was up 0.7% at $4,635.25 per ounce by 0838 GMT, hitting its highest level since May 15, while U.S. gold futures rose 0.2% to $4,691.10.
Bullion rose more than 5% last week after the U.S. Treasury Department's buyback support plan ‌pushed the dollar lower, making ⁠greenback-priced bullion more affordable for foreign investors.
"The consolidation of gold prices above $4,600, and the potential for further gains, will depend ⁠to a large extent on the U.S. dollar remaining under pressure and Treasury yields stabilizing at current levels or declining further," ActivTrades senior ***** yst Ricardo Evangelista said.

#highest #investors

By Saurabh Sharma and Aftab Ahmed
NEW DELHI, Aug 24 (Reuters) - Chinese President Xi Jinping is likely to attend next month's BRICS summit in New Delhi with a large delegation, three sources said, ‌in what would be his first visit in seven years and a fresh sign of a ‌thaw between the rivals.
India is hosting the September 12 to 13 summit, where Xi's presence would be watched less for the BRICS agenda than for what it signals about Beijing and New Delhi's efforts to stabilise relations after deadly border clashes in 2020.
"Chinese officials are busy finalising hotels and security protocols," one of the Indian sources with direct knowledge told Reuters.
Last year, Indian Prime Minister Narendra Modi visited China for the first time in seven years, but the relationship has only ‌improved gradually. More recently, a fresh ⁠border-related dispute triggered sharp diplomatic exchanges between the two sides.

#Delhi #brics #sources #years

Chargers left tackle Rashawn Slater returned to the practice field on Saturday.
Slater missed the entire 2025 season after suffering a torn patellar tendon during last summer's training camp. While he was initially cleared, a little flare-up in his surgically repaired left knee on August 4 forced the team to exercise caution.
After sitting out eight consecutive practices and missing the preseason matchup against the 49ers, Slater finally made his way back to action in a limited capacity. He participated in individual drills and the opening period of 11-on-11 team reps before moving aside to finish his day under the supervision of trainers.
Though Slater's workload is being heavily managed, there is plenty of reason for optimism regarding his return. Slater previously stated that his knee feels "strong and stable," adding that he appreciates the organization's "smart and thoughtful" approach to his long-term health.
Head coach Jim Harbaugh has indicated that he hopes to play his healthy starters for two full drives in the upcoming preseason game against the Rams on Thursday. Whether the coaching staff fields Slater or keeps him for the Week 1 opener against the Cardinals, his return signals that the offensive anchor is right on track.

#saturday