WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) 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.

#fund #amati #global

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) 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, se

'Summer House' star Carl Radke credits his brother's 2020 death as a major catalyst for his sobriety journey
Radke highlights the importance of supportive friends like Jesse Solomon in maintaining his sober lifestyle
The reality star promotes Outshine's "Best Flavor Friends" campaign and hosts events at his non-alcoholic bar Soft Bar
Carl Radke is reflecting on more than five years of sobriety.
The 'Summer House' star gives PEOPLE an update on his sobriety journey while promoting Outshine with friend and costar Jesse Solomon at his non-alcoholic bar Soft Bar in Brooklyn, N.Y., on July 21.

#star #House #carl #friends

U.S. stock futures moved higher on Monday as investors welcomed signs of a pause in hostilities between the United States and Iran, helping to ease pressure on energy markets ahead of a crucial week for corporate earnings and central bank decisions.
By 05:49 GMT, Dow Jones futures had gained 398 points, or 0.8%, while S&P 500 futures were up 66 points, or 0.9%. Nasdaq 100 futures led the advance, climbing 406 points, or 1.4%.
Wall Street ended last week on a mixed note as rising oil prices and geopolitical uncertainty weighed on investor sentiment. However, indications that the White House is seeking to avoid a broader military escalation have improved market confidence, pushing oil prices lower while supporting both equities and bond markets.
Investors are now turning their attention to one of the busiest weeks of the earnings season, with around one-third of S&P 500 companies scheduled to publish quarterly results. Overall earnings are forecast to increase by approximately 26.5% compared with the same period last year.
Several of the world's largest technology companies are due to report this week, including Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL). Their results are expected to provide fresh insight into whether the rapid pace of investment in artificial intelligence infrastructure can continue, as markets increasingly debate the long-term profitability of AI-related spending.

#points #investors #prices

When it comes to Chicago Bears cornerback Kyler Gordon, the one word that encapsulates his current injury situation is "frustration."
Gordon, a former second-round pick, was hampered by soft tissue injuries last season, playing in just three regular-season games with two stints on injured reserve. After playing in two postseason games, the arrow was pointed up for Gordon, who's elevated the defense when he's on the field.
But Gordon suffered yet another soft tissue injury -- a calf injury, as confirmed by general manager Ryan Poles -- that held him out of the offseason program and has him on the physically unable to perform (PUP) list to start training camp. There's also no current timetable for his return.
"Obviously, he's frustrated," Poles said Tuesday. "We're frustrated. Everybody here is putting their time and effort into getting him back."
Head coach Ben Johnson hasn't been shy when it comes to voicing his frustration with Gordon, making it clear that his lack of availability has been a problem. On report day, Johnson had a message to Gordon as he starts the summer injured.

#soft #season

Since early June, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent Seven" that have done most of the heavy lifting. The Magnificent Seven is composed of:
Nvidia (NASDAQ: NVDA)
Apple (NASDAQ: AAPL)
Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG)
Microsoft (NASDAQ: MSFT)

#seven #Stock #june #Apple

After another frenetic week in the markets, investors are preparing on Monday to step into a new five-day stretch that might get even busier, with a ream of Big Tech earnings, a Fed decision, and rapidly worsening conditions in the Middle East all front and center.
The S&P 500 (^GSPC) closed out Friday 0.1% in the green, for a loss of 0.6% on the week. The Dow (^DJI) gained 0.6% on Friday to close the week 0.4% down, while the Nasdaq (^IXIC) slid 0.6% on Friday, for a weekly loss of 2.1%.
Earnings from four of the "Magnificent Seven" Big Tech leaders headline the week: Microsoft (MSFT) and Meta (META) on Wednesday, then Apple (AAPL) and Amazon.com (AMZN) on Thursday.
As was true for earnings last week from Alphabet and Tesla, there's one big question looming over the Magnificent Seven's second quarter reports: How much are you spending, and, crucially, what are you getting for it? Can you show real return on investment?
But it's not all about the Magnificent Seven as investors step into the busiest week of the quarter.

#Friday #meta

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributed strong top and bottom-line growth to aggressive new account wins and share gains rather than market recovery, which remains largely absent.
The Paint Stores Group outperformance was driven by Protective and Marine momentum in data centers and semiconductor infrastructure, offsetting persistent weakness in new residential markets.
Commercial segment gains are the result of a 24-month targeted strategy to capture market share in an underlying environment that remains soft.
Performance Coatings growth across all regions was led by heavy equipment and packaging, specifically benefiting from customer conversions to BPA-free solutions.

#Growth #Share #management #paint

The Dow Jones Industrial Average climbed 659 points, or 1.3%, on Tuesday as strong earnings from Coca-Cola and Sherwin-Williams lifted blue-chip stocks while falling oil prices added support. The S&P 500 rose 0.3%, and the Nasdaq Composite finished little changed.
Sherwin-Williams stock surged 8% to pace the Dow after the paint maker topped second-quarter estimates. Coca-Cola stock climbed 5% after the beverage giant beat on both revenue and earnings and lifted its full-year guidance. Salesforce stock also gained 5%.
A broad rotation out of technology and into other sectors drove much of the day's action. The Technology Select Sector SPDR Fund hit its lowest level since May 7, while the State Street Health Care Select Sector SPDR ETF and Financials ETF surged to record highs. Consumer-staples stocks led the S&P 500 with a 2.7% gain.
The VanEck Semiconductor ETF dropped more than 3%, marking a fourth straight session of losses for chip stocks. Micron shares declined roughly 8% and AMD shed 7%. A drop of nearly 6% in the PHLX semiconductor index pushed the Nasdaq-100 into correction territory at its session low, though the index recovered to close above that threshold, according to the Wall Street Journal. Software names provided a partial cushion, as Microsoft advanced nearly 2% and the iShares Expanded Tech-Software ETF added close to 2%.
Mounting anxiety over AI spending levels and China's accelerating advances in the sector have pressured chip stocks, according to the Journal. The weakness extended across the Pacific, where South Korea's Kospi finished down 10% and ****** an's Nikkei lost 4%.

#Stock #williams

SpaceX (SPCX) is poised to sink further after the stock hit a new all-time low Monday, days after a successful test of its Starship rocket. The surprising drop indicates that investor caution toward the newly public company persists, despite hitting an important launch milestone.
SpaceX shares are down nearly 4% in pre-market trade, this after dropping to $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the stock's $150 market debut last month, and are down an astounding 50% from its all-time high of $225.64.
Concern seems to be growing ahead of **** eX's big second quarter earnings report set for August 4th, with a big share unlock happening on August 6th. Per **** eX's lock-up period plan, as many as 20% of shares are eligible to be sold.
The rising angst among **** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since **** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in **** e, and made what **** eX called its softest ocean splashdown yet.
"I'm a little over the moon right now," **** eX spokesperson Dan Huot said on the company's livestream. "Lucky number 13."

#Monday #time #nearly

Honda Motor and Nissan Motor plan to collaborate in the development of a new software operating system (OS) for their next-generation vehicles, as the two ****** anese automakers look to cut vehicle development and production costs amid intensifying global competition, according to local reports citing a source familiar with the matter.
As the automotive industry moves towards software-defined vehicles (SDVs), software and electronic hardware account for an increasing proportion of the cost of a vehicle, as advanced driver ****** istance systems (ADAS), autonomous driving, connected technologies, and AI ****** istants become core features in next-generation vehicles.
Nissan and Honda, which pulled back from a full merger in early 2025, have been discussing collaboration in a number of areas, including SDVs, and EV batteries and powertrain components.
These latest reports suggest that a new OS, which serves as the brain of a vehicle, will be developed based on Nissan's existing OS. The two companies also plan to share key electronic hardware, including electronic control units (ECUs), with a formal agreement expected to be announced next month.
The decision to standardise software and electronic hardware was apparently made following recent progress in preliminary joint development.

#software #development #vehicles #hardware

Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they've become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan's CIO panel, while Gartner predicts that more than 40% of agentic AI initiatives will be discontinued entirely by 2027 due to questionable ROI.
Salesforce Inc. (NYSE:CRM) walked into the gap between agent hype and agent reality when it placed its growth narrative on Agentforce, and by 2026, that bet has made Salesforce Inc. (NYSE:CRM) one of the worst-performing components of the Dow Jones Industrial Average, down around 31.48% year to date.
The immediate cause appears to be a credibility problem, not a demand issue. Bernstein downgraded Salesforce Inc. (NYSE:CRM) to Sector Weight from Outperform on July 9, removing its price target completely and citing poor customer feedback on Agentforce in particular. According to **** yst Jackson Ader, the released data doesn't yet indicate growing momentum, and a recent CIO survey found Salesforce Inc. (NYSE:CRM) to be "a standout for the wrong reasons."
That said, this interpretation is not uniform, and the debate on the market is serious. On July 14, Goldman Sachs reiterated its Buy rating and $242 price target, expecting organic growth to pick up in the third quarter as more details on AI monetization become available at Salesforce's Agentforce event in September. Goldman's more constructive reading is based on management's own acknowledgment of headwinds in Tableau, Commerce, and Marketing, which the firm sees as realistic rather than concerning, arguing that Salesforce Inc. (NYSE:CRM) is being open about a 12-to-24-month drag on its organic growth algorithm rather than covering it up.
Salesforce Inc. (NYSE:CRM)'s historical valuation decline looks to be the most mispriced aspect of the market story. Shares are currently trading at a compressed forward earnings multiple of only 10.83x, a substantial drop from the stock's five-year historical average of over 127x. The disparity is even more obvious when compared to prominent peers such as ServiceNow, which trades at a forward P/E of around 20.43x and requires consistent revenue growth above 18% through 2028 to maintain its valuation premium. Salesforce's current valuation of less than 11x forecast earnings is in near-total deadlock, despite the company's strong free cash flow generation and substantial enterprise data integration.

#valuation #july

Currently, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is trailing Apple (NASDAQ: AAPL) in the race to join Nvidia (NASDAQ: NVDA) in the $5 trillion market-cap club. Apple is just over $200 billion in market cap away from joining, while Alphabet is about $1 trillion away following its sell-off.
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.

#NASDAQ #company #signal #trillion

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition.
Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company's shares fell more than 7%: Investors, racked by anxiety over the company's massive capital expenditure plans, paid more mind to the Google parent hiking its 2026 spending forecast by $15 billion. Tough crowd. This week, Microsoft, Meta and Amazon get their turns.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: YouTube's Peacock Partnership is a Streaming Bundle Breakthrough and China's Making Memory with its New Biggest Company

#week #billion #parisian

Several high school sports teams in the Greater Fall River area had a season to remember during the 2026 spring year.
One team — the Joseph Case softball team — advanced all the way to the top for its fourth straight state championship and eighth in program history.
The Somerset Berkley softball team had a magical run in the Division 2 tournament before falling to King Philip in the state championship game.
We honor other individual stars of the spring campaign with our recent stack of All-Scholastic teams that were published in June. If you didn't get a chance to view them then here's your chance right here:
Watch MA high school sports on NFHS

#school

Marvell Technology (NASDAQ:MRVL) primarily earns revenue by developing data infrastructure semiconductor solutions and system-on-a-chip architectures for enterprise clients across the globe.
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.

#revenue #Margin #quarter

It wasn't a pretty opening to the series, but the Yankees found their way Monday night in Chicago. Max Fried struggled mightily in his second start returning from the IL, putting them in a big hole early with an offense that hasn't been ****** e to exploding lately, but a pair of big innings turned this game from a deficit to a 9-5 win.
Last time out Fried was extremely sharp, going five strong despite a low pitch limit blanking the Pirates with just a single hit and walk going against him. Randal Grichuk greeted him with a leadoff double, and the wheels fell off from there. Munetaka Murakami followed up with a single to put runners on the corners, and after Fried struck out Miguel Vargas for the first out of the inning Colson Montgomery ripped a single to the right side that Jazz Chisholm Jr. barely couldn't corral scoring Grichuk. Chase Meridoth was up next and lifted a sacrifice fly to bring in a second run, and then Braden Montgomery lined a triple over the head of a diving Max Schuemann that brought in a third. It looked like Schuemann might've gotten messed up leaping for the ball, which would've complicated things for a Yankees team that is already down two of their starting outfielders, but thankfully he shook it off and stayed in the game.
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Fried calmed down from there, working two straight clean frames, but the Yankee offense wasn't getting anything going at first against the rookie Noah Schultz, who entered the game with a gaudy 6.04 ERA. Paul Goldschmidt managed a two-out single in the top of the first, but the lineup otherwise went down in order the first time through. The fourth inning finally saw them break though, starting off with a pair of walks from Ben Rice and Goldschmidt to set up a rally. Jasson Domínguez singled to left but it was hit hard enough to prevent a run from coming in, bringing Anthony Volpe up with the bases loaded and no outs. Volpe managed to bring in a run, hitting a soft grounder to short that Luisangel Acuña was just barely able to scoop up and throw to first in time to convert an out from the play.
That would be all for Schultz, as the White Sox went to their 'pen and brought in Chris Murphy. The tide was turning though, and Chisholm provided the big blow of the inning with a double out to center to tie the game at three. Chisholm then stole third base on a head's up play noticing that the catcher was lazily flicking the ball back to the pitcher, and José Caballero walked to pass the baton over to Spencer Jones. Jones managed to convert, fighting off three foul ****** before grounding a ball in front of Caballero who was running on the pitch to prevent a double play opportunity and give the Yankees a 4-3 lead.

#fried

These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.

#coreweave #NASDAQ #nebius

Folksy wisdom holds that the surest way to make money during a gold rush was to sell shovels rather than swing picks. As with many emerging industries, quantum computing could be reviving that old dynamic, at least for a while, and it's no surprise why.
In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
Nvidia doesn't build a quantum chip, and it might not ever.

#industry #billion

exas Tech and Colorado may be headed for another Big 12 fight, but the softest moment this week came off the field. Deion Sanders Jr. publicly thanked Joey McGuire for a gesture that stretched back years, long before the Texas Tech coach signed his $51.9 million extension.
"From Cedar Hill to Texas Tech – it's a beautiful thing!" Deion Sanders Jr. posted on X, tagging Joey McGuire. "I asked Coach for help expanding; he told me I could come record at Texas Tech during spring workouts and etc… I never got around to it, but thank you for always looking out for me since I was 14."
Joey McGuire wasn't simply another coach offering a favor to Deion Sanders' oldest son. He has known the Sanders family for well over a decade. Before he arrived in Lubbock, the 54-year-old coach built Cedar Hill High School into one of Texas's powerhouse football programs during a remarkable 14-year run that produced three state championships.
During that stretch, Joey McGuire coached Deion Sanders Jr. as a freshman in 2009 before he transferred schools. The football partnership lasted only one season, but the relationship never disappeared. Today, Bucky is best known as the driving force behind Well Off Media, the behind-the-scenes platform that has become almost inseparable from the Sanders family brand.
It started as a YouTube channel where Deion Sanders Jr. filmed everyday life around his family. Now it's much bigger than that. Well Off Media has grown into a major name in college football content. It's no longer just practice clips and locker-room videos. The company has brought in more editors and videographers, landed a partnership with Nike, and is steadily pushing into bigger projects across the sports world.

#sanders #joey #mcguire

The MAGS ETF returned 158% since its April 2023 launch but has fallen 4% in 2026 while the S&P 500 gained 8%.
Alphabet, Amazon, Meta, and Microsoft stand out for combining strong cash flows with AI monetization, while Tesla and Apple face steeper growth questions.
Buying the Magnificent 7 as a single basket no longer makes sense, as each stock sits at a different stage of turning AI spending into profit.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory. When OpenAI released ChatGPT in late 2022, investors quickly realized AI wasn't another speculative technology story -- it was becoming the next computing platform.

#mags #april

A decade ago, Seattle was the poster child of American tech prosperity. Amazon and Microsoft had turned a midsize Pacific Northwest city into a magnet for engineers, executives, and capital, adding roughly 40,000 jobs per year at the peak of the boom, according to the Puget Sound Regional Council.
Today, more than one-third of downtown Seattle's office **** e sits empty, its job postings have collapsed faster than almost any other U.S. metro, and even Starbucks—the coffee giant founded in the city in 1971—is shifting jobs south to Nashville, as it commits to a $100 million, 2,000-person new footprint in Music City. The story of Seattle's reversal unfolds in three overlapping arcs: an office market in free fall, a labor market that has gone from boom to bust, and a policy environment that has made survival harder for the small businesses left behind.
Seattle's downtown office vacancy rate hit 35.6% in the fourth quarter of 2025, up from 32.3% a year earlier, according to Cushman & Wakefield data. That marks a stunning reversal from the pre-pandemic era: As recently as early 2025, the central business district's availability rate—offices with departures pending—and vacancy rate were already hitting all-time highs based on CoStar data stretching back to 1982.
Some brokers put the number even higher, with Colliers reporting vacancy touching 39.1% in late 2024 as remote work, tech layoffs, and cautious leasing decisions compounded. Office building values in the district have plunged sharply as a result, with landlords struggling to fill **** e abandoned by major tenants.
The office crisis is inseparable from a broader collapse in hiring. Seattle metro job postings fell 35% between February 2020 and October 2025, the second-steepest drop of any major U.S. metro after San Francisco's 37% decline, according to Axios's **** ysis of Indeed data.

#city

The Red Sea heated up as the rising front in the U.S.-Iran war as Houthi rebels on Sunday attacked two refinery and export sites on Saudi Arabia's west coast. U.S. supplied Patriot missiles reportedly intercepted two ballistic missiles targeting oil installations in Yanbu. Damage to the Saudi refinery in Jizan was unconfirmed, but Al Jazeera reported a large column of smoke following the attack.
In Iran, as of Sunday morning, no new air attacks by U.S. or Israeli forces were reported since Friday.
But the Houthi-Saudi escalation appears set to make the Red Sea's choke-point effect on oil prices, supplies and tanker day rates central to the coming week's market action. Another focal point will be the Federal Reserve and its stance on rate hikes.
But the most prominent discussions will probably involve the balance sheets and artificial intelligence-related spending levels of Magnificent 7 names Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META), all of which report during the week.
Shares of Alphabet (GOOGL) dived nearly 8% and broke critical technical support last week as spending levels and guidance disappointed investors. That played a large role in dragging the Nasdaq below its early June lows, setting the stage for the index to dive to a test of support at its 200-day moving average.

#reported #large

Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT).
Here are a few observations about last week's stock moves from Yahoo Finance AlphaSpace that may get your mind right heading into another frenzied week for investing.
So much for the many positives on the AI front from Alphabet's (GOOG, GOOGL) second quarter earnings report.
The market couldn't have cared less.
Alphabet's second quarter capital expenditures came in at $44.9 billion, slightly above Wall Street forecasts of $44.7 billion. Full-year capex guidance was raised to $195 billion to $205 billion from $180 billion to $190 billion, with a "significant" increase seen for 2027, executives said on the earnings call.

#market #second #quarter #Microsoft

Olivia Rodrigo stepped out in a micro minidress from Gimaguas held up by just two strings, making a striking fashion statement. The "drivers license" hitmaker is known for blending chic style with glamorous vibes. This time, she opted for a look that perfectly combined modern allure with laid-back fashion, making heads turn.
Olivia Rodrigo turned heads in a striking micro minidress by Gimaguas, held up by just two delicate strings. The singer-songwriter shared the look in a vibrant photo dump capturing a fun outing with friends. With this bold fit, Rodrigo continues to prove she is the ultimate queen of effortless fashion.
The photos perfectly resonate with her signature aesthetic: relaxed, laid-back fashion that never compromises on glamor. For the occasion, she turned to the Spanish label Gimaguas. Founded by twin sisters Claudia and Sayana Durany, the brand is celebrated for its clean silhouettes and craft-inspired designs — both of which were reflected in Rodrigo's dress.
The dress featured two thin straps and a deep neckline for a bold touch. The upper bodice was a sleek black colour, which then flared into a pink skirt with a pleated design. The dress had a flowing design that lent it a soft and feminine vibe, while the deep back further elevated its daring appeal.
In one of the photos, she paired the look with black sunglasses while posing for the camera. Rodrigo kept her makeup and hair as understated as possible, wearing her hair down with a soft pink lip shade that perfectly complemented the outfit.

#gimaguas #perfectly #dress #micro

A new Kicker financial investigation reveals that Dietmar Hopp injected another €40m into Hoffenheim in the summer of 2025. Together with the €80m contribution made one year earlier, the software billionaire pumped €120m into the club between August 2024 and August 2025.
The money helped cover losses of €23.2m in 2023/24 and €26.6m in 2024/25. It also left Hoffenheim with an impressive €219.1m in equity.
Therein lies the paradox. Hoffenheim presently maintain one of the strongest balance sheets in German football. They also remain dependent on one individual repeatedly covering the consequences of their operating model.
Hopp relinquished his majority voting rights in 2023. At the time, the decision was presented as the beginning of a new era in which Hoffenheim could develop a more conventional member-controlled identity.
Events since then have demonstrated otherwise.

#hoffenheim #hopp #kicker #Events

Marvell Technology (NASDAQ: MRVL) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.

#major #NASDAQ

Team Internet Group PLC (AIM:TIG, OTCQX:TIGXF, FRA:4CN) said it expects to return to year-on-year earnings growth in the second half after its Search division returned to profitability in June, completing its transition away from legacy AdSense for Domains revenue.
Adjusted EBITDA fell 21% year on year to US$19.5 million in the six months to June, though this represented an 8% improvement on the second half of 2025. Net revenue declined 16% to US$61 million, while gross margin widened to 34.1% from 27.6%.
The Comparison division increased adjusted EBITDA by 54% to US$8.4 million, alongside a 28% rise to US$13.7 million from Domains, Identity & Software. Search recorded a US$2.6 million loss across the half, but returned to profit in June following cost reductions, automation and the expansion of Related Search on Content.
Net debt climbed to US$117.5 million from US$87.6 million at December, reflecting tax payments and reduced working-capital financing rather than higher borrowings. Team Internet expects debt to fall significantly during H2.
Its strategic review of the DIS business is progressing with selected parties, with a further update due by the interim results on 7 September and any resulting transaction still targeted for completion during 2026.

#internet #ebitda

The TJX Companies, Inc. (TJX), headquartered in Framingham, Massachusetts, operates as an off-price apparel and home fashions retailer. With a market cap of $171.7 billion, the company operates off-price retail concepts and e-commerce sites in the U.S., Canada, and Europe that offer a wide range of brand name and designer merchandise. The leading off-price retailer is expected to announce its fiscal second-quarter earnings for 2027 soon.
Ahead of the event, ***** ysts expect TJX Companies to report a profit of $1.17 per share on a diluted basis, up 6.4% from $1.10 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear ***** eX Stock Fans, Mark Your Calendars for July 23
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#company

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

#resta #russell