24 days ago
Nate Bargatze had barely four hours of sleep when he took the stage at the Ford Accelerate conference at Michigan Central Station in Detroit.
It was about 9 a.m. on Sept. 30 and the comedian was there to co-host the second-year of the event with Ford Motor Co. CEO Jim Farley. Bargatze is the new face in a Ford ad campaign touting the advantages that Ford vehicle owners get by using Ford's dealership service lanes rather than third-party service centers. Ford Accelerate is a gathering of hundreds of business and community leaders who discuss ways to get more people interested in skilled trades jobs, such as auto service technicians.
"I don't even know what time it is," Bargatze told the Detroit Free Press a couple of hours after he welcomed the crowd. His handler remarked that it wasn't yet noon. "It's not noon?! It could be four, five ... I don't know. We got in late last night because I had a show in Mississippi and then ... it was four hours sleep. But I feel great. It's been fun."
The ride for Bargatze, 47, has indeed been fun — and a lot of hard work.
He rose from humble roots in Old Hickory, Tennessee, a factory town about 15 miles northeast of Nashville known for its DuPont plant. He is the son of a professional magician and Bargatze worked as an appliance mover, a pizza delivery driver, a parking valet at Nashville International Airport and a water-meter reader before a buddy pushed him to try his dream of stand-up comedy.
#service
It was about 9 a.m. on Sept. 30 and the comedian was there to co-host the second-year of the event with Ford Motor Co. CEO Jim Farley. Bargatze is the new face in a Ford ad campaign touting the advantages that Ford vehicle owners get by using Ford's dealership service lanes rather than third-party service centers. Ford Accelerate is a gathering of hundreds of business and community leaders who discuss ways to get more people interested in skilled trades jobs, such as auto service technicians.
"I don't even know what time it is," Bargatze told the Detroit Free Press a couple of hours after he welcomed the crowd. His handler remarked that it wasn't yet noon. "It's not noon?! It could be four, five ... I don't know. We got in late last night because I had a show in Mississippi and then ... it was four hours sleep. But I feel great. It's been fun."
The ride for Bargatze, 47, has indeed been fun — and a lot of hard work.
He rose from humble roots in Old Hickory, Tennessee, a factory town about 15 miles northeast of Nashville known for its DuPont plant. He is the son of a professional magician and Bargatze worked as an appliance mover, a pizza delivery driver, a parking valet at Nashville International Airport and a water-meter reader before a buddy pushed him to try his dream of stand-up comedy.
#service
1 month ago
On September 15, CareTrust REIT (NYSE:CTRE) announced it had closed on a $400 million skilled nursing portfolio in the Southwest, effective September 1, and unveiled a reloaded $600 million investment pipeline behind it. The deal covers 2,622 licensed beds triple net leased back to the existing operator, sourced off-market and structured through a joint venture that put roughly $380 million of CareTrust's own capital to work. It is the latest entry in a buying spree that has now pushed the company's 2026 investment total past $1.9 billion.
The new portfolio is expected to generate a stabilized yield of about 8.6%, in line with the 8.7% blended yield CareTrust has posted across two dozen deals closed so far in 2026. That consistency matters more than any single transaction. The company has now closed roughly $710 million in investments in the third quarter alone, including a small UK care home purchase in mid-August, on top of the $899.6 million it closed in the second quarter at an 8.9% yield.
Management says the $600 million pipeline of near-term, actionable deals, about half of it aimed at the senior housing operating portfolio, does not even include a set of larger transactions still being pursued, so the deal flow may not be finished. The balance sheet backs up that ambition. CareTrust ended the second quarter, on June 30, 2026, with net debt to annualized normalized EBITDA of just 1.01x, and as of the September announcement it still had $725 million available under its revolver plus $612 million of remaining ATM capacity. That combination let the company raise its full year 2026 guidance on August 6 to normalized FFO of $2.03 to $2.06 per share, an increase of 16.2% at the midpoint over 2025, even before this latest acquisition was on the books.
This growth has come with a real cost to existing shareholders. Diluted weighted average shares outstanding rose from about 192.9 million in the second quarter of 2025 to 234.2 million a year later, as CareTrust leaned on forward equity offerings and its ATM program to fund the buying spree. The company still had $439 million of expected net proceeds sitting in unsettled forward equity contracts as of September 15, meaning more shares are still coming.
The second quarter also carried a $4.7 million provision for loan losses, a line that did not appear in the prior year period and is worth watching as the loan and financing receivable book grows alongside the property portfolio. Interest expense rose to $15.3 million in the quarter from $13.0 million a year earlier, and 2026 guidance leans on rent escalators of just 2.5% a year, a modest built-in growth rate once the acquisition pace eventually slows. The company's own risk disclosures flag reliance on tenants to keep meeting their lease obligations, along with exposure to healthcare reform, staffing requirements, and currency swings tied to its UK operations.
#still
The new portfolio is expected to generate a stabilized yield of about 8.6%, in line with the 8.7% blended yield CareTrust has posted across two dozen deals closed so far in 2026. That consistency matters more than any single transaction. The company has now closed roughly $710 million in investments in the third quarter alone, including a small UK care home purchase in mid-August, on top of the $899.6 million it closed in the second quarter at an 8.9% yield.
Management says the $600 million pipeline of near-term, actionable deals, about half of it aimed at the senior housing operating portfolio, does not even include a set of larger transactions still being pursued, so the deal flow may not be finished. The balance sheet backs up that ambition. CareTrust ended the second quarter, on June 30, 2026, with net debt to annualized normalized EBITDA of just 1.01x, and as of the September announcement it still had $725 million available under its revolver plus $612 million of remaining ATM capacity. That combination let the company raise its full year 2026 guidance on August 6 to normalized FFO of $2.03 to $2.06 per share, an increase of 16.2% at the midpoint over 2025, even before this latest acquisition was on the books.
This growth has come with a real cost to existing shareholders. Diluted weighted average shares outstanding rose from about 192.9 million in the second quarter of 2025 to 234.2 million a year later, as CareTrust leaned on forward equity offerings and its ATM program to fund the buying spree. The company still had $439 million of expected net proceeds sitting in unsettled forward equity contracts as of September 15, meaning more shares are still coming.
The second quarter also carried a $4.7 million provision for loan losses, a line that did not appear in the prior year period and is worth watching as the loan and financing receivable book grows alongside the property portfolio. Interest expense rose to $15.3 million in the quarter from $13.0 million a year earlier, and 2026 guidance leans on rent escalators of just 2.5% a year, a modest built-in growth rate once the acquisition pace eventually slows. The company's own risk disclosures flag reliance on tenants to keep meeting their lease obligations, along with exposure to healthcare reform, staffing requirements, and currency swings tied to its UK operations.
#still
1 month ago
Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Comfort Systems USA, Inc. (NYSE:FIX) as a new position. Comfort Systems USA, Inc. (NYSE:FIX) is a leading mechanical and electrical installation, renovation, maintenance, repair, and replacement services provider to commercial, industrial, and institutional customers. On September 15, 2026, Comfort Systems USA, Inc. (NYSE:FIX) closed at $1,576.78 per share. Over the past month, Comfort Systems USA, Inc. (NYSE:FIX) declined 5.15% and its shares gained 110.86% over the past 52 weeks. Comfort Systems USA, Inc. (NYSE:FIX) has a market capitalization of $55.49 billion.
Parnassus Growth Equity Fund stated the following regarding Comfort Systems USA, Inc. (NYSE:FIX) in its Q2 2026 investor letter:
"Other positions added during the quarter included Comfort Systems, a mechanical, electrical and plumbing contractor. Comfort Systems USA, Inc. (NYSE:FIX) is a mechanical, electrical and plumbing contractor that provides the skilled labor that's essential for building increasingly complex data centers, where demand continues to accelerate alongside AI investment."
Comfort Systems USA, Inc. (NYSE:FIX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE:FIX) at the end of the second quarter which was 80 in the previous quarter. While we acknowledge the potential of Comfort Systems USA, Inc. (NYSE:FIX) 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.
#systems #parnassus
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Comfort Systems USA, Inc. (NYSE:FIX) as a new position. Comfort Systems USA, Inc. (NYSE:FIX) is a leading mechanical and electrical installation, renovation, maintenance, repair, and replacement services provider to commercial, industrial, and institutional customers. On September 15, 2026, Comfort Systems USA, Inc. (NYSE:FIX) closed at $1,576.78 per share. Over the past month, Comfort Systems USA, Inc. (NYSE:FIX) declined 5.15% and its shares gained 110.86% over the past 52 weeks. Comfort Systems USA, Inc. (NYSE:FIX) has a market capitalization of $55.49 billion.
Parnassus Growth Equity Fund stated the following regarding Comfort Systems USA, Inc. (NYSE:FIX) in its Q2 2026 investor letter:
"Other positions added during the quarter included Comfort Systems, a mechanical, electrical and plumbing contractor. Comfort Systems USA, Inc. (NYSE:FIX) is a mechanical, electrical and plumbing contractor that provides the skilled labor that's essential for building increasingly complex data centers, where demand continues to accelerate alongside AI investment."
Comfort Systems USA, Inc. (NYSE:FIX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE:FIX) at the end of the second quarter which was 80 in the previous quarter. While we acknowledge the potential of Comfort Systems USA, Inc. (NYSE:FIX) 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.
#systems #parnassus
1 month ago
Welltower and Ventas posted SHOP NOI growth of 20.5% and 16.3%, respectively, as senior occupancy rates climb and new supply starts remain at record lows.
Roughly 2 million people turn 80 in 2026, and Ventas CEO Debra Cafaro says the senior population growth rate will more than double over the next decade.
OHI's 5.68% yield carries real tenant risk: Genesis Healthcare is in Chapter 11 with $148 million in loans outstanding and the CEO is retiring.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing and skilled nursing REITs are riding a demographic tide that shows up in the operating data. Roughly two million people will turn 80 in 2026 alone, and Ventas Chair and CEO Debra A. Cafaro told investors that "the leading edge of the nearly 70 million baby boomers has just begun turning 80 this year, ushering in a decade where the growth rate of the senior population more than doubles, yet new starts remain at record lows." Four US-listed equity REITs sit squarely in that trade. Dividend safety leads the **** ysis, so every payout is measured against FFO or AFFO, not GAAP earnings.
#ventas #welltower
Roughly 2 million people turn 80 in 2026, and Ventas CEO Debra Cafaro says the senior population growth rate will more than double over the next decade.
OHI's 5.68% yield carries real tenant risk: Genesis Healthcare is in Chapter 11 with $148 million in loans outstanding and the CEO is retiring.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing and skilled nursing REITs are riding a demographic tide that shows up in the operating data. Roughly two million people will turn 80 in 2026 alone, and Ventas Chair and CEO Debra A. Cafaro told investors that "the leading edge of the nearly 70 million baby boomers has just begun turning 80 this year, ushering in a decade where the growth rate of the senior population more than doubles, yet new starts remain at record lows." Four US-listed equity REITs sit squarely in that trade. Dividend safety leads the **** ysis, so every payout is measured against FFO or AFFO, not GAAP earnings.
#ventas #welltower
1 month ago
A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations, with investments from major groups including Google and Bill Gates-founded Breakthrough Energy Ventures (BEV). California-based Planted said the new capital expands its robotic fleet. The company said the funding also supports the launch of Sage, its next-generation robot, as demand outpaces the company's current capacity.Planted on September 15 said the funding round was led by Piva Capital and RA Capital Management Planetary Health, with participation from Gigascale Capital and Open AI-backer Khosla Ventures, along with Google and BEV. Gigascale Capital was founded by former Meta executive Mike Schroepfer."Globally, solar needs to be deployed about five times faster than it is today to hit the scale experts project we'll need by 2050, and the gap is growing as the industry confronts constraints involving supply chains, land, interconnection, and skilled labor," said Eric Brown, CEO of Planted. "The way to close that gap is to turn the construction of a power plant into a manufacturing problem: building robots and deployment systems, not just projects. We have robots in the field proving the model works today. This round is how we scale it."
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.
#Solar
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.
#Solar
1 month ago
A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations, with investments from major groups including Google and Bill Gates-founded Breakthrough Energy Ventures (BEV). California-based Planted said the new capital expands its robotic fleet. The company said the funding also supports the launch of Sage, its next-generation robot, as demand outpaces the company's current capacity.Planted on September 15 said the funding round was led by Piva Capital and RA Capital Management Planetary Health, with participation from Gigascale Capital and Open AI-backer Khosla Ventures, along with Google and BEV. Gigascale Capital was founded by former Meta executive Mike Schroepfer."Globally, solar needs to be deployed about five times faster than it is today to hit the scale experts project we'll need by 2050, and the gap is growing as the industry confronts constraints involving supply chains, land, interconnection, and skilled labor," said Eric Brown, CEO of Planted. "The way to close that gap is to turn the construction of a power plant into a manufacturing problem: building robots and deployment systems, not just projects. We have robots in the field proving the model works today. This round is how we scale it."
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.
#project #next
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.
#project #next
1 month ago
On September 15, CareTrust REIT (NYSE:CTRE) announced it had closed on a $400 million skilled nursing portfolio in the Southwest, effective September 1, and unveiled a reloaded $600 million investment pipeline behind it. The deal covers 2,622 licensed beds triple net leased back to the existing operator, sourced off-market and structured through a joint venture that put roughly $380 million of CareTrust's own capital to work. It is the latest entry in a buying spree that has now pushed the company's 2026 investment total past $1.9 billion.
The new portfolio is expected to generate a stabilized yield of about 8.6%, in line with the 8.7% blended yield CareTrust has posted across two dozen deals closed so far in 2026. That consistency matters more than any single transaction. The company has now closed roughly $710 million in investments in the third quarter alone, including a small UK care home purchase in mid-August, on top of the $899.6 million it closed in the second quarter at an 8.9% yield.
Management says the $600 million pipeline of near-term, actionable deals, about half of it aimed at the senior housing operating portfolio, does not even include a set of larger transactions still being pursued, so the deal flow may not be finished. The balance sheet backs up that ambition. CareTrust ended the second quarter, on June 30, 2026, with net debt to annualized normalized EBITDA of just 1.01x, and as of the September announcement it still had $725 million available under its revolver plus $612 million of remaining ATM capacity. That combination let the company raise its full year 2026 guidance on August 6 to normalized FFO of $2.03 to $2.06 per share, an increase of 16.2% at the midpoint over 2025, even before this latest acquisition was on the books.
This growth has come with a real cost to existing shareholders. Diluted weighted average shares outstanding rose from about 192.9 million in the second quarter of 2025 to 234.2 million a year later, as CareTrust leaned on forward equity offerings and its ATM program to fund the buying spree. The company still had $439 million of expected net proceeds sitting in unsettled forward equity contracts as of September 15, meaning more shares are still coming.
The second quarter also carried a $4.7 million provision for loan losses, a line that did not appear in the prior year period and is worth watching as the loan and financing receivable book grows alongside the property portfolio. Interest expense rose to $15.3 million in the quarter from $13.0 million a year earlier, and 2026 guidance leans on rent escalators of just 2.5% a year, a modest built-in growth rate once the acquisition pace eventually slows. The company's own risk disclosures flag reliance on tenants to keep meeting their lease obligations, along with exposure to healthcare reform, staffing requirements, and currency swings tied to its UK operations.
#closed
The new portfolio is expected to generate a stabilized yield of about 8.6%, in line with the 8.7% blended yield CareTrust has posted across two dozen deals closed so far in 2026. That consistency matters more than any single transaction. The company has now closed roughly $710 million in investments in the third quarter alone, including a small UK care home purchase in mid-August, on top of the $899.6 million it closed in the second quarter at an 8.9% yield.
Management says the $600 million pipeline of near-term, actionable deals, about half of it aimed at the senior housing operating portfolio, does not even include a set of larger transactions still being pursued, so the deal flow may not be finished. The balance sheet backs up that ambition. CareTrust ended the second quarter, on June 30, 2026, with net debt to annualized normalized EBITDA of just 1.01x, and as of the September announcement it still had $725 million available under its revolver plus $612 million of remaining ATM capacity. That combination let the company raise its full year 2026 guidance on August 6 to normalized FFO of $2.03 to $2.06 per share, an increase of 16.2% at the midpoint over 2025, even before this latest acquisition was on the books.
This growth has come with a real cost to existing shareholders. Diluted weighted average shares outstanding rose from about 192.9 million in the second quarter of 2025 to 234.2 million a year later, as CareTrust leaned on forward equity offerings and its ATM program to fund the buying spree. The company still had $439 million of expected net proceeds sitting in unsettled forward equity contracts as of September 15, meaning more shares are still coming.
The second quarter also carried a $4.7 million provision for loan losses, a line that did not appear in the prior year period and is worth watching as the loan and financing receivable book grows alongside the property portfolio. Interest expense rose to $15.3 million in the quarter from $13.0 million a year earlier, and 2026 guidance leans on rent escalators of just 2.5% a year, a modest built-in growth rate once the acquisition pace eventually slows. The company's own risk disclosures flag reliance on tenants to keep meeting their lease obligations, along with exposure to healthcare reform, staffing requirements, and currency swings tied to its UK operations.
#closed
1 month ago
Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Comfort Systems USA, Inc. (NYSE:FIX) as a new position. Comfort Systems USA, Inc. (NYSE:FIX) is a leading mechanical and electrical installation, renovation, maintenance, repair, and replacement services provider to commercial, industrial, and institutional customers. On September 15, 2026, Comfort Systems USA, Inc. (NYSE:FIX) closed at $1,576.78 per share. Over the past month, Comfort Systems USA, Inc. (NYSE:FIX) declined 5.15% and its shares gained 110.86% over the past 52 weeks. Comfort Systems USA, Inc. (NYSE:FIX) has a market capitalization of $55.49 billion.
Parnassus Growth Equity Fund stated the following regarding Comfort Systems USA, Inc. (NYSE:FIX) in its Q2 2026 investor letter:
"Other positions added during the quarter included Comfort Systems, a mechanical, electrical and plumbing contractor. Comfort Systems USA, Inc. (NYSE:FIX) is a mechanical, electrical and plumbing contractor that provides the skilled labor that's essential for building increasingly complex data centers, where demand continues to accelerate alongside AI investment."
Comfort Systems USA, Inc. (NYSE:FIX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE:FIX) at the end of the second quarter which was 80 in the previous quarter. While we acknowledge the potential of Comfort Systems USA, Inc. (NYSE:FIX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NYSE #quarter
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Comfort Systems USA, Inc. (NYSE:FIX) as a new position. Comfort Systems USA, Inc. (NYSE:FIX) is a leading mechanical and electrical installation, renovation, maintenance, repair, and replacement services provider to commercial, industrial, and institutional customers. On September 15, 2026, Comfort Systems USA, Inc. (NYSE:FIX) closed at $1,576.78 per share. Over the past month, Comfort Systems USA, Inc. (NYSE:FIX) declined 5.15% and its shares gained 110.86% over the past 52 weeks. Comfort Systems USA, Inc. (NYSE:FIX) has a market capitalization of $55.49 billion.
Parnassus Growth Equity Fund stated the following regarding Comfort Systems USA, Inc. (NYSE:FIX) in its Q2 2026 investor letter:
"Other positions added during the quarter included Comfort Systems, a mechanical, electrical and plumbing contractor. Comfort Systems USA, Inc. (NYSE:FIX) is a mechanical, electrical and plumbing contractor that provides the skilled labor that's essential for building increasingly complex data centers, where demand continues to accelerate alongside AI investment."
Comfort Systems USA, Inc. (NYSE:FIX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE:FIX) at the end of the second quarter which was 80 in the previous quarter. While we acknowledge the potential of Comfort Systems USA, Inc. (NYSE:FIX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NYSE #quarter
2 months ago
Being a successful college football program usually means the head coach will have to replace his coordinators fairly often. Dan Lanning has needed to do this at Oregon, and he had to fill both coordinator spots this past offseason. Tosh Lupoi went to Cal, and Will Stein went to Kentucky. After Oregon's 39-31 loss to Oklahoma State, it's clear that Will Stein meant more to Oregon than we all previously realized.
Oregon's offense did not improve from its first game to its second. That's a very alarming development for Dan Lanning. Not getting basic improvement out of his team shows that his new offensive coordinator, Drew Mehringer, is not performing at the needed standard.
Oregon had two delay-of-game penalties on a crucial fourth-quarter drive when trailing. That shows a lack of coaching. Drew Mehringer does not have firm command of his offense.
Dante Moore was good but not incredible last season. He delivered some huge clutch plays but went through cold spells. Will Stein was really skilled at teaching Moore how to learn from mistakes and evolve as a quarterback. Moore doesn't have Stein's wisdom to learn from this year. It is showing in Oregon's very inconsistent offense, which had just 65 total yards just before halftime.
Dan Lanning keeps going for it on fourth downs at Oregon. That's how he rolls. With a new offensive coordinator on staff, that risky approach now looks less effective. Lanning needs an elite offensive coordinator for his ultra-aggressive approach to work.
#coordinator #offense #mehringer
Oregon's offense did not improve from its first game to its second. That's a very alarming development for Dan Lanning. Not getting basic improvement out of his team shows that his new offensive coordinator, Drew Mehringer, is not performing at the needed standard.
Oregon had two delay-of-game penalties on a crucial fourth-quarter drive when trailing. That shows a lack of coaching. Drew Mehringer does not have firm command of his offense.
Dante Moore was good but not incredible last season. He delivered some huge clutch plays but went through cold spells. Will Stein was really skilled at teaching Moore how to learn from mistakes and evolve as a quarterback. Moore doesn't have Stein's wisdom to learn from this year. It is showing in Oregon's very inconsistent offense, which had just 65 total yards just before halftime.
Dan Lanning keeps going for it on fourth downs at Oregon. That's how he rolls. With a new offensive coordinator on staff, that risky approach now looks less effective. Lanning needs an elite offensive coordinator for his ultra-aggressive approach to work.
#coordinator #offense #mehringer
2 months ago
By Susan Heavey
WASHINGTON, Sept 10 (Reuters) - The Trump administration has proposed eliminating a 60-day grace period that allows certain immigrants, including skilled workers on H-1B visas, to stay in the United States and find a new sponsor after losing their job, according to a government notice posted online on Thursday.
Under the planned rule change, published in the Federal Register by the U.S. Department of Homeland Security, those with H-1B and certain other temporary work visas would have to leave the country as soon as their employment ends — a potential blow to top American tech companies that rely heavily on foreign workers.
It is the latest step by U.S. President Donald Trump to limit legal immigration since returning to office in January 2025. His administration has also introduced higher visa fees for skilled workers and recently paused immigrant visa appointments at U.S. missions globally while it implements a new training program.
Companies affected by the change could see some disruption, DHS wrote in its proposal, but it said the jobs could go to American workers instead. In some situations, immigrant workers who leave could potentially reapply if their employer petitions for them, it added.
#Companies #administration #skilled #visas
WASHINGTON, Sept 10 (Reuters) - The Trump administration has proposed eliminating a 60-day grace period that allows certain immigrants, including skilled workers on H-1B visas, to stay in the United States and find a new sponsor after losing their job, according to a government notice posted online on Thursday.
Under the planned rule change, published in the Federal Register by the U.S. Department of Homeland Security, those with H-1B and certain other temporary work visas would have to leave the country as soon as their employment ends — a potential blow to top American tech companies that rely heavily on foreign workers.
It is the latest step by U.S. President Donald Trump to limit legal immigration since returning to office in January 2025. His administration has also introduced higher visa fees for skilled workers and recently paused immigrant visa appointments at U.S. missions globally while it implements a new training program.
Companies affected by the change could see some disruption, DHS wrote in its proposal, but it said the jobs could go to American workers instead. In some situations, immigrant workers who leave could potentially reapply if their employer petitions for them, it added.
#Companies #administration #skilled #visas
2 months ago
As the newest member of the Minnesota Timberwolves, young swingman Jonathan ******* inga couldn't be more excited about his basketball future. After a difficult parting with the Warriors, ******* inga had some tough decisions to make this summer, but he would say it worked out for the best with a two-year, $12.4 million deal to join Anthony Edwards and his rising young team.
Thursday evening marked ******* inga's introductory press conference with the organization, where he answered all sorts of questions relating to his free-agent process and expectations for the future. Notably, he also spoke about teaming up with LaMelo Ball, someone he called his best passing teammate ever (yes, even over Curry).
"I think his ability to pass the ball, I was watching him work out yesterday and I was watching him and the way he can pass the ball, it's incredible," said ******* inga. "I've played with so many point guards in my career, but I've never played with anybody that can pass as good as LaMelo. I'm looking forward to it; I'm excited."
In ******* inga's defense, Ball is famously skilled offensively with career averages of 20.8 points, 5.7 rebounds, 7.3 ******* ists, 1.4 steals, and 0.3 blocks per game on 41.8% shooting. While he often likes to get flashy with the ball, he's undeniably elite as a playmaker and passer, opening up the floor for teammates and adding a layer of flexibility to the rotation.
To claim that Ball is a better passer than Curry might sound like blasphemy, but the stats back it up. Curry averages 24.8 points, 4.7 rebounds, 6.3 ******* ists, 1.5 steals, and 0.3 blocks per game for his career, falling short of even Ball's passing numbers. More so than LaMelo, Curry is much more of a scorer, and he's always had teammates to help him run the offense.
#lamelo #pass
Thursday evening marked ******* inga's introductory press conference with the organization, where he answered all sorts of questions relating to his free-agent process and expectations for the future. Notably, he also spoke about teaming up with LaMelo Ball, someone he called his best passing teammate ever (yes, even over Curry).
"I think his ability to pass the ball, I was watching him work out yesterday and I was watching him and the way he can pass the ball, it's incredible," said ******* inga. "I've played with so many point guards in my career, but I've never played with anybody that can pass as good as LaMelo. I'm looking forward to it; I'm excited."
In ******* inga's defense, Ball is famously skilled offensively with career averages of 20.8 points, 5.7 rebounds, 7.3 ******* ists, 1.4 steals, and 0.3 blocks per game on 41.8% shooting. While he often likes to get flashy with the ball, he's undeniably elite as a playmaker and passer, opening up the floor for teammates and adding a layer of flexibility to the rotation.
To claim that Ball is a better passer than Curry might sound like blasphemy, but the stats back it up. Curry averages 24.8 points, 4.7 rebounds, 6.3 ******* ists, 1.5 steals, and 0.3 blocks per game for his career, falling short of even Ball's passing numbers. More so than LaMelo, Curry is much more of a scorer, and he's always had teammates to help him run the offense.
#lamelo #pass
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2 months ago
San Diego native Maddie Mercado scored the game-winning goal in the 29th minute as Seattle Reign FC defeated San Diego Wave FC 1-0 at Lumen Field on Sunday evening. The 25-year-old forward has now scored in both matches against her hometown team this season.
Mercado has continued her breakout season for Seattle, leading the team with eight goals. Claudia ****** ey had a standout performance between the posts, logging six saves and securing a clean sheet before leaving the match late due to an injury. Reign backup goalkeeper Cassie Miller replaced ****** ey late in the match.
Since returning from the summer break, Seattle remains unbeaten at home and has entered the playoff picture with this result. They handed San Diego its first loss since early August, snapping its two-game win streak. Wave FC is now tied for third place in the standings alongside the NC Courage and Utah Royals, with 39 points.
San Diego played with 10 players for most of the match after rookie defender Mimi Van Zanten made a questionable challenge during a Seattle transition play. Van Zanten and Kennedy Wesley were the last line of defense, and Van Zanten tripped Maddie Dahlien far away from the net.
After further review, the referee deemed the play a denial of an obvious goal-scoring opportunity and gave her a red card in the 13th minute. Wave head coach Jonas Eidevall looked to his bench for defensive help, subbing on Brooklyn Courtnall for skilled forward Melanie Barcenas.
#mercado
Mercado has continued her breakout season for Seattle, leading the team with eight goals. Claudia ****** ey had a standout performance between the posts, logging six saves and securing a clean sheet before leaving the match late due to an injury. Reign backup goalkeeper Cassie Miller replaced ****** ey late in the match.
Since returning from the summer break, Seattle remains unbeaten at home and has entered the playoff picture with this result. They handed San Diego its first loss since early August, snapping its two-game win streak. Wave FC is now tied for third place in the standings alongside the NC Courage and Utah Royals, with 39 points.
San Diego played with 10 players for most of the match after rookie defender Mimi Van Zanten made a questionable challenge during a Seattle transition play. Van Zanten and Kennedy Wesley were the last line of defense, and Van Zanten tripped Maddie Dahlien far away from the net.
After further review, the referee deemed the play a denial of an obvious goal-scoring opportunity and gave her a red card in the 13th minute. Wave head coach Jonas Eidevall looked to his bench for defensive help, subbing on Brooklyn Courtnall for skilled forward Melanie Barcenas.
#mercado
2 months ago
The Miami Heat were among the teams Ben Simmons was interested in joining before agreeing to a one-year, $3.5 million deal with the Sacramento Kings. But the Heat reportedly passed on signing him despite their current priority of adding point guard depth.
According to Ira Winderman, the veteran senior writer with the Sun Sentinel, the Miami Heat turned down Ben Simmons because he is no longer a proven win-now player.
"At a certain point, a team in win-now mode has to draw a valuation line between players who can be developed/reclaimed and those needed to be able to contribute in the moment, without questions of whether they are healthy enough or still skilled enough."
"In the development bucket, the Heat have Ryan Conwell, Myron Gardner, Tre Donaldson and even, still, Nikola Jovic and Pelle Larsson. So adding an unknown quantity would have meant going without, say, a Nick Richards or Klay Thompson or Tim Hardaway Jr," Winderman explained in his latest report.
"The Kings make all the sense for Ben Simmons, and he makes all the sense for them. There is no pressure to produce in Sacramento, but rather to begin a potential climb back to relevance."
#sacramento #kings #winderman
According to Ira Winderman, the veteran senior writer with the Sun Sentinel, the Miami Heat turned down Ben Simmons because he is no longer a proven win-now player.
"At a certain point, a team in win-now mode has to draw a valuation line between players who can be developed/reclaimed and those needed to be able to contribute in the moment, without questions of whether they are healthy enough or still skilled enough."
"In the development bucket, the Heat have Ryan Conwell, Myron Gardner, Tre Donaldson and even, still, Nikola Jovic and Pelle Larsson. So adding an unknown quantity would have meant going without, say, a Nick Richards or Klay Thompson or Tim Hardaway Jr," Winderman explained in his latest report.
"The Kings make all the sense for Ben Simmons, and he makes all the sense for them. There is no pressure to produce in Sacramento, but rather to begin a potential climb back to relevance."
#sacramento #kings #winderman
2 months ago
A portion of a $400,000 CCRC entrance fee qualifies as prepaid medical care, deductible on Schedule A the year you write the check.
Only itemizers qualify, and just medical costs exceeding 7.5% of AGI reduce taxable income. Standard-deduction filers get nothing.
Pairing the entrance-fee payment year with a Roth conversion or large capital gains lets the medical deduction shelter substantial income.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
If you or a parent is about to write a six-figure check to move into a continuing care retirement community (a CCRC, meaning a campus that bundles independent living, ****** isted living, and skilled nursing under one contract), stop before you sign. A meaningful slice of that entrance fee (often on a $400,000 ticket) counts as prepaid medical care under federal tax law, and it is deductible on the return for the year you pay it. You do not have to wait until you actually use the health wing. This is the CCRC entrance fee medical deduction, and it is one of the largest one-year itemized deductions a retiree will ever see.
#ccrc #care #prepaid #write
Only itemizers qualify, and just medical costs exceeding 7.5% of AGI reduce taxable income. Standard-deduction filers get nothing.
Pairing the entrance-fee payment year with a Roth conversion or large capital gains lets the medical deduction shelter substantial income.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
If you or a parent is about to write a six-figure check to move into a continuing care retirement community (a CCRC, meaning a campus that bundles independent living, ****** isted living, and skilled nursing under one contract), stop before you sign. A meaningful slice of that entrance fee (often on a $400,000 ticket) counts as prepaid medical care under federal tax law, and it is deductible on the return for the year you pay it. You do not have to wait until you actually use the health wing. This is the CCRC entrance fee medical deduction, and it is one of the largest one-year itemized deductions a retiree will ever see.
#ccrc #care #prepaid #write
2 months ago
Atlanta, Georgia-based The Southern Company (SO) generates, transmits, and distributes electricity. Valued at $101.6 billion by market cap, the company also offers wireless telecommunications services, provides businesses with two-way radio, telephone, paging, and internet access services, and wholesales fiber optic solutions.
Companies worth $10 billion or more are generally described as "large-cap stocks," and SO definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the utilities - regulated electric industry. SO has a robust foundation, with strong finances, a skilled workforce, and extensive infrastructure, including power plants and transmission lines. The company's expertise in navigating complex regulatory environments and influencing energy policy is a key ***** et.
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
Fears of an Extended US-Iran Conflict Boost Crude Oil Prices
Nat-Gas Prices Rise on Hotter US Weather and Expectations of Smaller Storage
#company #market #Services #atlanta
Companies worth $10 billion or more are generally described as "large-cap stocks," and SO definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the utilities - regulated electric industry. SO has a robust foundation, with strong finances, a skilled workforce, and extensive infrastructure, including power plants and transmission lines. The company's expertise in navigating complex regulatory environments and influencing energy policy is a key ***** et.
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
Fears of an Extended US-Iran Conflict Boost Crude Oil Prices
Nat-Gas Prices Rise on Hotter US Weather and Expectations of Smaller Storage
#company #market #Services #atlanta
2 months ago
Several of architect David McLay Kidd's most popular courses have focused on extreme and creative playability, with Gamble Sands in Washington and Mammoth Dunes at Sand Valley in Wisconsin as prime examples. Even his first-ever design, the original Bandon Dunes layout at the famed resort of the same name in Oregon, put playability at the forefront.
Kidd had a few deviations from the playability theme in his career, but in recent years he has talked at length about designing courses that are approachable for any level of golfer. The trick, he has said, is to challenge the best players while allowing less-skilled golfers to keep swinging.
Consider that challenge accepted at Bone Valley in Florida, his latest completed creation that will open in late September for preview play at the well-regarded Streamsong Resort. Built with an appreciation of the resort's other courses and with those layouts' DNA in mind, Kidd has constructed a new, full-sized 18 that offers ample width and plenty of opportunities to bounce **** into greens – those are keys to playability for less-skilled players.
But just as megalodon shark teeth can be found in the sand piles left over from the site's history as a phosphate mining operation, Bone Valley can offer a bit of a bite. Stray too far from the best scoring lines, and even the best players will struggle with the angles as they attempt to set up birdie putts.
"My team and I felt like we got to build something really, really fun both visually, strategically, creatively," Kidd said. "I think golfers, when they come here, won't be disappointed. I think they'll have a blast trying to figure out how to navigate their way through. I think every hole has a dozen different attacks you could make, a thousand different ways you could recover from error. It's not overly penal, but she is going to put up a fight against scoring. I think I've been able to refine that over the last dozen years or so."
#think #players #dunes
Kidd had a few deviations from the playability theme in his career, but in recent years he has talked at length about designing courses that are approachable for any level of golfer. The trick, he has said, is to challenge the best players while allowing less-skilled golfers to keep swinging.
Consider that challenge accepted at Bone Valley in Florida, his latest completed creation that will open in late September for preview play at the well-regarded Streamsong Resort. Built with an appreciation of the resort's other courses and with those layouts' DNA in mind, Kidd has constructed a new, full-sized 18 that offers ample width and plenty of opportunities to bounce **** into greens – those are keys to playability for less-skilled players.
But just as megalodon shark teeth can be found in the sand piles left over from the site's history as a phosphate mining operation, Bone Valley can offer a bit of a bite. Stray too far from the best scoring lines, and even the best players will struggle with the angles as they attempt to set up birdie putts.
"My team and I felt like we got to build something really, really fun both visually, strategically, creatively," Kidd said. "I think golfers, when they come here, won't be disappointed. I think they'll have a blast trying to figure out how to navigate their way through. I think every hole has a dozen different attacks you could make, a thousand different ways you could recover from error. It's not overly penal, but she is going to put up a fight against scoring. I think I've been able to refine that over the last dozen years or so."
#think #players #dunes
2 months ago
PACS Group, Inc. (NYSE:PACS) shares rose 3.3% in premarket trading on Wednesday after the company announced definitive agreements to acquire the operations of 32 skilled nursing facilities in Florida and completed additional facility acquisitions from Eduro Healthcare.
The Florida facilities comprise 4,049 licensed skilled nursing beds and will be leased from Omega Healthcare Investors, Inc. (NYSE:OHI).
The transaction is expected to close during the fourth quarter, subject to customary closing conditions.
The planned acquisition will mark PACS Group's entry into Florida, extending its southern U.S. operations beyond its existing presence in Texas, South Carolina, Tennessee and Kentucky.
According to PACS, the 32 facilities are integrated into healthcare networks across Florida.
#healthcare #nursing #wednesday
The Florida facilities comprise 4,049 licensed skilled nursing beds and will be leased from Omega Healthcare Investors, Inc. (NYSE:OHI).
The transaction is expected to close during the fourth quarter, subject to customary closing conditions.
The planned acquisition will mark PACS Group's entry into Florida, extending its southern U.S. operations beyond its existing presence in Texas, South Carolina, Tennessee and Kentucky.
According to PACS, the 32 facilities are integrated into healthcare networks across Florida.
#healthcare #nursing #wednesday
2 months ago
After the Men's First Team's 2-0 win over Parma on Matchday 2 of the 2026/27 Serie A season, coach Luciano Spalletti, Guglielmo Vicario, and Nico Gonzalez shared their thoughts.
"I really liked how we played, both in the first and second halves. We weren't great at finding the right ******* e for triangles to get shots off, and then we were a little disorganised in the box. We put in a lot of crosses without finding that decisive play. But, we played well and with a clear objective, with quality in our play, and constant pressure that let us spend a lot of time in their half. Of course, you need to find that decisiveness as well, you need to anticipate, and to have the quality to capitalise on the work done. We probably weren't precise enough to trouble them more, but we created a lot of chances.
"[Randal] Kolo Muani can play on his own or with a strike partner. He's quick, skilled, and has a lot of quality. He needs to be more ruthless in certain situations because he has everything it takes to make a difference. He knows how to create ******* e for himself and I think, in all, he played well today."
"I was feeling a lot, as I've already said it's a dream that's being realised for me. Now we need to go again with enthusiasm, humility and balance. It's a good night for me, and for the team. Winning is never a given, it's what we work for, but we have to respect our opponent and they're always tough, so this win today was earned. We'll be back to work tomorrow [Sunday], so there's no time to rest on our laurels. We'll be back to work right away with next Sunday in mind."
"I'm happy for the team, we've been working well all week as well. We prepared well for today. I'm happy for the fans, and because I scored and we won."
#play
"I really liked how we played, both in the first and second halves. We weren't great at finding the right ******* e for triangles to get shots off, and then we were a little disorganised in the box. We put in a lot of crosses without finding that decisive play. But, we played well and with a clear objective, with quality in our play, and constant pressure that let us spend a lot of time in their half. Of course, you need to find that decisiveness as well, you need to anticipate, and to have the quality to capitalise on the work done. We probably weren't precise enough to trouble them more, but we created a lot of chances.
"[Randal] Kolo Muani can play on his own or with a strike partner. He's quick, skilled, and has a lot of quality. He needs to be more ruthless in certain situations because he has everything it takes to make a difference. He knows how to create ******* e for himself and I think, in all, he played well today."
"I was feeling a lot, as I've already said it's a dream that's being realised for me. Now we need to go again with enthusiasm, humility and balance. It's a good night for me, and for the team. Winning is never a given, it's what we work for, but we have to respect our opponent and they're always tough, so this win today was earned. We'll be back to work tomorrow [Sunday], so there's no time to rest on our laurels. We'll be back to work right away with next Sunday in mind."
"I'm happy for the team, we've been working well all week as well. We prepared well for today. I'm happy for the fans, and because I scored and we won."
#play
2 months ago
The Baltimore Ravens drafted LaJohntay Wester because they were fans of what he could do with the ball in his hands. A skilled returner and 2023 First-Team All-American, he landed on Eric DeCosta's radar, resulting in the former Colorado Buffaloes star's 2025 sixth-round selection.
He stacked 198 yards on 16 punt returns and another 246 on ten kick returns. It's now year two, and throughout training camp and the preseason, he has shown he may offer much more than just explosive special teams play. Head coach Jesse Minter recently went as far as to praise him publicly.
Three preseason games are in the rearview mirror. Every week brought another sign that Wester was climbing the organizational ladder. More opportunities followed. More praise arrived. More importantly, more production and trust were earned.
That trust was no longer subtle. Wester's stock is rising. He capped Baltimore's 41-3 preseason finale victory over the Washington Commanders with a touchdown reception, continuing a summer that has steadily strengthened his case for a meaningful role heading into the regular season.
Speaking with the media after Friday night's win, head coach Jesse Minter again tipped his cap to Wester, highlighting the progress Wester has made since arriving in Baltimore.
#minter #head
He stacked 198 yards on 16 punt returns and another 246 on ten kick returns. It's now year two, and throughout training camp and the preseason, he has shown he may offer much more than just explosive special teams play. Head coach Jesse Minter recently went as far as to praise him publicly.
Three preseason games are in the rearview mirror. Every week brought another sign that Wester was climbing the organizational ladder. More opportunities followed. More praise arrived. More importantly, more production and trust were earned.
That trust was no longer subtle. Wester's stock is rising. He capped Baltimore's 41-3 preseason finale victory over the Washington Commanders with a touchdown reception, continuing a summer that has steadily strengthened his case for a meaningful role heading into the regular season.
Speaking with the media after Friday night's win, head coach Jesse Minter again tipped his cap to Wester, highlighting the progress Wester has made since arriving in Baltimore.
#minter #head
2 months ago
The race to build the infrastructure behind artificial intelligence is creating a new boom for America's blue-collar workforce, as construction firms scramble to fill jobs building data centers, power systems and the facilities that keep the technology running.
The rapid buildout is putting a new premium on skilled trades, with data centers requiring armies of workers to prepare sites, pour concrete, install electrical systems and handle the infrastructure needed to bring them online.
"For many years, there's been a lack of focus just in general from what is the benefit of a career in the trades," explained Cole Renken, general manager of Merlo America, the U.S. division of Italian construction equipment manufacturer Merlo Group.
"It's a very stable income, very stable lifestyle that you can provide for," he added.
One Of America's Oldest Manufacturers Says Ai Is Creating Jobs — Not Replacing Them
#Jobs #construction #systems #trades
The rapid buildout is putting a new premium on skilled trades, with data centers requiring armies of workers to prepare sites, pour concrete, install electrical systems and handle the infrastructure needed to bring them online.
"For many years, there's been a lack of focus just in general from what is the benefit of a career in the trades," explained Cole Renken, general manager of Merlo America, the U.S. division of Italian construction equipment manufacturer Merlo Group.
"It's a very stable income, very stable lifestyle that you can provide for," he added.
One Of America's Oldest Manufacturers Says Ai Is Creating Jobs — Not Replacing Them
#Jobs #construction #systems #trades
2 months ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved quarterly revenue of approximately $2.01 billion, with fiber-to-the-home programs increasing nearly 60% in the first half of the year compared to the prior year. and significant contributions from the Building Systems segment.
Secured over $1 billion in contracted backlog for long-haul and data center interconnects, validating the company's early entry into the $20 billion addressable fiber corridor market.
Building Systems segment delivered exceptional margins of 24.5%, benefiting from favorable cost estimate changes and strong demand for data center electrical and structured cabling.
Communications segment margins faced pressure from intentional investments in workforce benefits and training to secure the skilled labor required for complex multi-year builds.
#billion #segment #data #center
Achieved quarterly revenue of approximately $2.01 billion, with fiber-to-the-home programs increasing nearly 60% in the first half of the year compared to the prior year. and significant contributions from the Building Systems segment.
Secured over $1 billion in contracted backlog for long-haul and data center interconnects, validating the company's early entry into the $20 billion addressable fiber corridor market.
Building Systems segment delivered exceptional margins of 24.5%, benefiting from favorable cost estimate changes and strong demand for data center electrical and structured cabling.
Communications segment margins faced pressure from intentional investments in workforce benefits and training to secure the skilled labor required for complex multi-year builds.
#billion #segment #data #center
2 months ago
Over 11,000 people participated in the City of Austin's adult year-round sports leagues in 2024, with growth among seniors and transplants expected in 2025 and 2026. On Friday, players and team leaders in the program were notified the city is canceling its indoor leagues, including basketball and volleyball, to save $400,000.
"The approved reduction removes two recreational programming positions and **** ociated funding related to adult indoor sports operations, totaling an estimated savings of $400,000," reads a statement from the city's department. "It is one of the reductions made within Austin Parks and Recreation, and similar savings measures were approved across other General Fund departments."
According to a City of Austin Parks and Recreation presentation, the department had 1,113 team sign-ups in 2024 across all adult sports, including outdoor leagues like softball and flag football. With registration costs at $350 per team, the department generated approximately $389,550 in revenue. The city's basketball leagues have all been canceled, with refunds to teams to follow.
The department states that the changes are part of the city's ongoing budget constraints and that it is actively evaluating how adult sports opportunities can continue within department‑operated **** es. Notably, this would likely involve removing the city as operators of Austin's adult indoor sports leagues and relying on community or private organizations to preserve play.
"If these leagues go away, there's not another place that we can move and replicate what we've had for generations," said Austin resident and adult sports league participant Pete Signor to KVUE. "Most other leagues are significantly more expensive, like triple the cost, and many of them are not as skilled or more social in nature."
#department #austin
"The approved reduction removes two recreational programming positions and **** ociated funding related to adult indoor sports operations, totaling an estimated savings of $400,000," reads a statement from the city's department. "It is one of the reductions made within Austin Parks and Recreation, and similar savings measures were approved across other General Fund departments."
According to a City of Austin Parks and Recreation presentation, the department had 1,113 team sign-ups in 2024 across all adult sports, including outdoor leagues like softball and flag football. With registration costs at $350 per team, the department generated approximately $389,550 in revenue. The city's basketball leagues have all been canceled, with refunds to teams to follow.
The department states that the changes are part of the city's ongoing budget constraints and that it is actively evaluating how adult sports opportunities can continue within department‑operated **** es. Notably, this would likely involve removing the city as operators of Austin's adult indoor sports leagues and relying on community or private organizations to preserve play.
"If these leagues go away, there's not another place that we can move and replicate what we've had for generations," said Austin resident and adult sports league participant Pete Signor to KVUE. "Most other leagues are significantly more expensive, like triple the cost, and many of them are not as skilled or more social in nature."
#department #austin
2 months ago
OTTUMWA — Just hours before heading back to the class, members of the Ottumwa High School girls tennis team passed new tests on Tuesday at Dan Staggs Family Courts.
Three Bulldog players picked up wins in their varsity singles debut while Layla Criswell and Victoria Sosa closed out the dual earning a win in their debut as a varsity doubles team. All told, Ottumwa won every single set in 10 matches played against Des Moines Hoover-East improving to 3-0 in Iowa Alliance Conference south division duals with an 11-0 victory over the Polar Bears on a night where the depth of the Bulldogs was on full display.
"I told the girls before the match that it can be tough to play people that aren't quite as skilled at the game as themselves," Ottumwa head girls tennis coach Leanna White said. "What I was looking for was people who were going to go out there and play the game I know they can play as individuals."
Ottumwa (8-3) heads to Des Moines Roosevelt on Thursday for the dual that could decide the Iowa Alliance south division championship. Action at Waveland Courts will get underway at 4 p.m.
#girls
Three Bulldog players picked up wins in their varsity singles debut while Layla Criswell and Victoria Sosa closed out the dual earning a win in their debut as a varsity doubles team. All told, Ottumwa won every single set in 10 matches played against Des Moines Hoover-East improving to 3-0 in Iowa Alliance Conference south division duals with an 11-0 victory over the Polar Bears on a night where the depth of the Bulldogs was on full display.
"I told the girls before the match that it can be tough to play people that aren't quite as skilled at the game as themselves," Ottumwa head girls tennis coach Leanna White said. "What I was looking for was people who were going to go out there and play the game I know they can play as individuals."
Ottumwa (8-3) heads to Des Moines Roosevelt on Thursday for the dual that could decide the Iowa Alliance south division championship. Action at Waveland Courts will get underway at 4 p.m.
#girls
2 months ago
Drugmaker Bristol-Myers Squibb Company (NYSE:BMY) is putting real money behind its confidence in American manufacturing. On August 10, the company said it will spend about $2.3 billion on a new plant in Houston, part of a larger $40 billion U.S. investment pledge.
On the very same day, British regulators cleared Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo for both weight management and type 2 diabetes, making the UK the first country in Europe to approve the drug.
Bristol-Myers Squibb Company (NYSE:BMY)'s new Houston campus, roughly 600,000 square feet, will churn out everything from small-molecule medicines to more complex biologics and antibody-drug conjugates. It is expected to create close to 500 skilled jobs and about 2,000 construction jobs between 2027 and 2030. CEO Christopher Boerner framed it as a vote of confidence in America's biopharma future. The timing lines up with a broader industry trend: drugmakers from Lilly to Johnson & Johnson to Pfizer are all racing to build more in the U.S. as tariff pressure from the Trump administration ramps up.
Eli Lilly took the opposite direction this week, expanding outward instead of inward. Foundayo's UK approval opens a major new market, even though the pill isn't covered by the National Health Service yet and still trails Novo Nordisk's Wegovy pill there.
So which strategy actually serves shareholders better, building strength at home or chasing growth abroad?
#NYSE #myers #squibb #confidence
On the very same day, British regulators cleared Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo for both weight management and type 2 diabetes, making the UK the first country in Europe to approve the drug.
Bristol-Myers Squibb Company (NYSE:BMY)'s new Houston campus, roughly 600,000 square feet, will churn out everything from small-molecule medicines to more complex biologics and antibody-drug conjugates. It is expected to create close to 500 skilled jobs and about 2,000 construction jobs between 2027 and 2030. CEO Christopher Boerner framed it as a vote of confidence in America's biopharma future. The timing lines up with a broader industry trend: drugmakers from Lilly to Johnson & Johnson to Pfizer are all racing to build more in the U.S. as tariff pressure from the Trump administration ramps up.
Eli Lilly took the opposite direction this week, expanding outward instead of inward. Foundayo's UK approval opens a major new market, even though the pill isn't covered by the National Health Service yet and still trails Novo Nordisk's Wegovy pill there.
So which strategy actually serves shareholders better, building strength at home or chasing growth abroad?
#NYSE #myers #squibb #confidence
2 months ago
Chad Dillard of Bernstein said in a recent program on CNBC that Quanta Services (NYSE:PWR) is an "800-pound gorilla" in high-voltage transmission lines. He was responding to a CNBC host who asked him to discuss "AI plays in disguise" beyond the major names everyone is aware of.
"I think we need to focus on what the bottlenecks are, right? It's power and labor," Dillard said. "On the power side, like you just said, you know, Caterpillar, it's an obvious one, power generation. But there's also another way to improve power, and that's by raising the voltage. And I'm talking about high voltage transmission lines. I'm talking about raising the voltage in data centers. ( Quanta Services) They're an 800-lb gorilla basically in the room."
Quanta Services (NYSE:PWR) can benefit from the coming wave of AI-related power demand because it's one of the few companies big enough to do the actual building when utilities spend money to expand and upgrade the grid. Quanta makes money by constructing the power lines, substations, and grid infrastructure the US needs, work that puts it right in the middle of the buildout.
In the recent quarter, revenue jumped about 40% year over year, and the company raised its full-year guidance for revenue, earnings per share, and cash flow.
Bulls also point to Quanta's recent acquisitions: Phalcon, Enerfab, Percheron, and PSD. Quanta expects these deals to add roughly 3 to 4% to its revenue in 2026. The bull case is that these purchases add skilled workers, fabrication capacity, and permitting support, giving Quanta more control over the bottlenecks that slow projects down.
#power #recent #revenue
"I think we need to focus on what the bottlenecks are, right? It's power and labor," Dillard said. "On the power side, like you just said, you know, Caterpillar, it's an obvious one, power generation. But there's also another way to improve power, and that's by raising the voltage. And I'm talking about high voltage transmission lines. I'm talking about raising the voltage in data centers. ( Quanta Services) They're an 800-lb gorilla basically in the room."
Quanta Services (NYSE:PWR) can benefit from the coming wave of AI-related power demand because it's one of the few companies big enough to do the actual building when utilities spend money to expand and upgrade the grid. Quanta makes money by constructing the power lines, substations, and grid infrastructure the US needs, work that puts it right in the middle of the buildout.
In the recent quarter, revenue jumped about 40% year over year, and the company raised its full-year guidance for revenue, earnings per share, and cash flow.
Bulls also point to Quanta's recent acquisitions: Phalcon, Enerfab, Percheron, and PSD. Quanta expects these deals to add roughly 3 to 4% to its revenue in 2026. The bull case is that these purchases add skilled workers, fabrication capacity, and permitting support, giving Quanta more control over the bottlenecks that slow projects down.
#power #recent #revenue
2 months ago
The Philadelphia 76ers acquired Chris Webber from the Sacramento Kings at the 2005 deadline with the hope that he could bring his all-around game to Philadelphia and be a great sidekick next to Allen Iverson.
On paper, the numbers were great as he averaged 17.9 points, 9.3 rebounds, and 3.4 ****** ists in 114 games across three seasons for Philadelphia. Unfortunately, injuries slowed him and he wasn't the same dominant player he was during his days in Sacramento.
However, that doesn't change the fact that Webber was terrific in his career. HoopsHype ranked the top 20 power forwards in the history of the game and he comes in ranked No. 16 on the list:
An explosive, skilled scorer and rebounder in his prime, Chris Webber was an absolute force at the power-forward position in his heyday, a big man capable of facing up and shooting from the midrange or bullying foes down low. Was also known for throwing down monster dunks in transition – just ask Charles Barkley.
Overall, Webber was a 5-time All-Star, won Rookie of the Year in 1994, and is a Hall of Famer with career averages of 20.7 points, 9.8 rebounds, and 4.2 ****** ists. He was phenomenal out on the floor before the injuries took a toll on him.
#rebounds
On paper, the numbers were great as he averaged 17.9 points, 9.3 rebounds, and 3.4 ****** ists in 114 games across three seasons for Philadelphia. Unfortunately, injuries slowed him and he wasn't the same dominant player he was during his days in Sacramento.
However, that doesn't change the fact that Webber was terrific in his career. HoopsHype ranked the top 20 power forwards in the history of the game and he comes in ranked No. 16 on the list:
An explosive, skilled scorer and rebounder in his prime, Chris Webber was an absolute force at the power-forward position in his heyday, a big man capable of facing up and shooting from the midrange or bullying foes down low. Was also known for throwing down monster dunks in transition – just ask Charles Barkley.
Overall, Webber was a 5-time All-Star, won Rookie of the Year in 1994, and is a Hall of Famer with career averages of 20.7 points, 9.8 rebounds, and 4.2 ****** ists. He was phenomenal out on the floor before the injuries took a toll on him.
#rebounds
3 months ago
Hiring may have slowed down dramatically in many industries, but that hasn't necessarily made recruiting easier for employers right now. Many businesses are currently struggling to attract qualified applicants, particularly when it comes to specialized, customer-facing and skilled roles. In turn, getting in front of the right candidates can be a challenge that's difficult to overcome, even for many of the companies offering competitive pay and benefits.
Job seekers have also become more selective about where they apply. Candidates are paying closer attention to factors like salary transparency, workplace flexibility, advancement opportunities and company reputation. And, many are applying to fewer positions overall, focusing their efforts instead on roles that align closely with their expectations and career goals. That shift means employers often have more competition in terms of capturing the right candidate's attention.
As a result, simply posting a job online is no longer enough to guarantee visibility. Thousands of listings are published every day, making it easy for even strong opportunities to get buried quickly. There are also common missteps that could be working against you, from vague job ***** les to missing salary information. So, what actually works if you're hiring and need to ensure that your job ads get plenty of exposure? Below, we'll detail five moves worth considering for employers.
If you're struggling to attract the right candidates for your open roles, here's how to improve the reach and performance of your job ads in today's hiring environment:
Use the right keywords — and use them deliberately
#hiring
Job seekers have also become more selective about where they apply. Candidates are paying closer attention to factors like salary transparency, workplace flexibility, advancement opportunities and company reputation. And, many are applying to fewer positions overall, focusing their efforts instead on roles that align closely with their expectations and career goals. That shift means employers often have more competition in terms of capturing the right candidate's attention.
As a result, simply posting a job online is no longer enough to guarantee visibility. Thousands of listings are published every day, making it easy for even strong opportunities to get buried quickly. There are also common missteps that could be working against you, from vague job ***** les to missing salary information. So, what actually works if you're hiring and need to ensure that your job ads get plenty of exposure? Below, we'll detail five moves worth considering for employers.
If you're struggling to attract the right candidates for your open roles, here's how to improve the reach and performance of your job ads in today's hiring environment:
Use the right keywords — and use them deliberately
#hiring
3 months ago
"A pitcher's nightmare, this game," **** ounced Kevin Brown as we headed into the fourth inning. It was true, we'd played six half-innings at that point and seen a run or more score in five. There were no easy ABs or quick outs. And while the runs dried up eventually, truly neither the Twins' Bradley Ober nor the O's Brandon Young looked particularly skilled tonight. If you like good starting pitching, this was one to skip.
But this was also an Orioles win—and what a relief, given that this team entered tonight two games out of a Wild Card, having dropped two of three to Texas and Game One of this series in tragic fashion after getting silenced by former friend Dean Kremer, dealt just last week.
I'm thrilled to report that offense was not a problem for the Orioles tonight. Kind of the opposite: they were up 2-0 after two batters, 4-0 after two innings, and despite an offensive slowdown after that, they stayed on top for an easy 5-2 win in the end.
Gunnar Henderson, still in the leadoff spot despite a tough .215 average, turned on the second pitch he saw from Minnesota starter Bradley Ober, a fastball down the middle. Henderson walloped it into the right-field corner for a leadoff double. Pete Alonso was even ruder to the Minnesota righty: he got an 88-mph fastball down the middle and launched it into the seats. 2-0, Orioles, before the Twins had an out.
View Link
#twins
But this was also an Orioles win—and what a relief, given that this team entered tonight two games out of a Wild Card, having dropped two of three to Texas and Game One of this series in tragic fashion after getting silenced by former friend Dean Kremer, dealt just last week.
I'm thrilled to report that offense was not a problem for the Orioles tonight. Kind of the opposite: they were up 2-0 after two batters, 4-0 after two innings, and despite an offensive slowdown after that, they stayed on top for an easy 5-2 win in the end.
Gunnar Henderson, still in the leadoff spot despite a tough .215 average, turned on the second pitch he saw from Minnesota starter Bradley Ober, a fastball down the middle. Henderson walloped it into the right-field corner for a leadoff double. Pete Alonso was even ruder to the Minnesota righty: he got an 88-mph fastball down the middle and launched it into the seats. 2-0, Orioles, before the Twins had an out.
View Link
#twins
3 months ago
In recent weeks, we have seen skilled prospects such as Max Clark, Kaelen Culpepper and George Lombard Jr. create a buzz in fantasy baseball circles upon being promoted to the majors. And the late-season flow of talent to MLB won't stop there, as some clubs cleared a path for their top prospects through decisions that were made at last week's MLB trade deadline.
Fantasy managers who are battling for a playoff spot need to keep their eye out for these players, as they should be added from the waiver wire as soon as they are promoted. And those who are sitting in the top spot in their league may decide to stash a couple of these players now, given that their August matchups are less important.
The prospects listed below are ordered by the likelihood that we see them in the majors by September.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
Kade Anderson, SP, Mariners: Anderson is the biggest potential difference-maker who is currently in the minors, and it's not even close. The left-hander has absolutely obliterated Double-A competition this season, posting a 1.13 ERA, 0.65 WHIP and 128:12 K:BB ratio. The No. 3 overall pick of the 2025 MLB Draft has nothing left to prove in the minors, and he is part of a Seattle organization that often allows their top hurlers to skip Triple-A. Mariners general manager Jerry Dipoto recently confirmed that the team will not use Anderson as a reliever down the stretch, meaning that whether due to an injury or shift to a six-man rotation, Anderson should be part of Seattle's postseason push by the end of August at the latest.
#august
Fantasy managers who are battling for a playoff spot need to keep their eye out for these players, as they should be added from the waiver wire as soon as they are promoted. And those who are sitting in the top spot in their league may decide to stash a couple of these players now, given that their August matchups are less important.
The prospects listed below are ordered by the likelihood that we see them in the majors by September.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
Kade Anderson, SP, Mariners: Anderson is the biggest potential difference-maker who is currently in the minors, and it's not even close. The left-hander has absolutely obliterated Double-A competition this season, posting a 1.13 ERA, 0.65 WHIP and 128:12 K:BB ratio. The No. 3 overall pick of the 2025 MLB Draft has nothing left to prove in the minors, and he is part of a Seattle organization that often allows their top hurlers to skip Triple-A. Mariners general manager Jerry Dipoto recently confirmed that the team will not use Anderson as a reliever down the stretch, meaning that whether due to an injury or shift to a six-man rotation, Anderson should be part of Seattle's postseason push by the end of August at the latest.
#august
3 months ago
There's an expanding market of fantasy football content makers these days. The pool has never been larger, or smarter. And with a group this large, it makes for a number of different styles. It's a golden age for the industry.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
I generally opt for the understated style. I don't promise anyone that consuming my content will make them dominate their league or crush their draft. I humbly offer that I think I can help players improve at their craft, and I'm also accepting that my style isn't for everyone. If my stuff isn't landing for you, it's not a big deal. I have a slew of talented teammates over at Yahoo — you should find someone here that you line up with.
Perhaps this soft-pedal opening was encouraged by the recent Salary Cap Draft at the Fantasy Football Expo. I am in the Jim Brown division this year, and on July 25 I participated in two drafts (one snake, one salary cap) against 13 other skillful industry members. The drafts were fun but competitive, one of the highlights of the year. And although I pride myself on being an experienced and skilled salary cap player, I did not love my results in that draft.
(Coincidentally, I liked my snake draft team a fair amount, but that's a discussion for another day.)
#industry
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
I generally opt for the understated style. I don't promise anyone that consuming my content will make them dominate their league or crush their draft. I humbly offer that I think I can help players improve at their craft, and I'm also accepting that my style isn't for everyone. If my stuff isn't landing for you, it's not a big deal. I have a slew of talented teammates over at Yahoo — you should find someone here that you line up with.
Perhaps this soft-pedal opening was encouraged by the recent Salary Cap Draft at the Fantasy Football Expo. I am in the Jim Brown division this year, and on July 25 I participated in two drafts (one snake, one salary cap) against 13 other skillful industry members. The drafts were fun but competitive, one of the highlights of the year. And although I pride myself on being an experienced and skilled salary cap player, I did not love my results in that draft.
(Coincidentally, I liked my snake draft team a fair amount, but that's a discussion for another day.)
#industry
