On this episode of CFE Andy Staples, Ross Dellenger and Steven Godfrey break down the conferences passing rules against players returning from the NFL. From there we break down the matchup between UNC and TCU, and what we can expect from year two of Bill Belichick in Chaple Hill.
To round out the show we bring back I've Got a Feeling about the week 0 matchups!
All this and more on this episode of the College Football Enquirer.
00:00 Show Start
00:47 Conferences pass rules against NFL players returning

#down #staples

NASCAR "driver appearances" were once so common, you couldn't avoid them on any milk-and-bread run, not to mention a swing by the local auto parts store.
Well, this week in Daytona, you can meet two former champions as well as the two best NASCAR racers to win everything BUT a championship.
Along the way, you can meet a driver at a pool party.
NASCAR Hall of Famer Mark Martin, who recently released an autobiography — "Never Lift" — will be among the big names you can find Thursday at one of the old staples of NASCAR partnerships: Winn-Dixie.
His fellow famous non-champ, Denny Hamlin, can also be found there.

#well #driver #meet #famer

Good morning. Stocks began trading on a more upbeat note on Tuesday as falling oil prices and Treasury yields lifted sentiment, helping markets shake off concerns about US tensions with Iran and Canada.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Tech (XLK) stocks bounced back after posting losses on Monday, showing broad strength across semiconductor, software, and hardware stocks. Nvidia (NVDA) stock rose by about 2%, putting shares on track to end a seven-day losing streak if today's gains hold.
Investors fled Consumer Staples (XLP) names, reversing Monday's trading pattern. As Treasury yields and oil prices pull back and inflation jitters subside for now, it's creating a rotation into growth and technology plays.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: Sandisk (SNDK), Marvell (MRVL), Intel (INTC), SK Hynix (SKHY), AMD (AMD), Bloom Energy (BE), and Lam Research (LRCX).

#finance

Rihanna seems to know how to take any footwear silhouette — whether it be a classic pump, a sultry slingback or a pair of sneakers — and make it look unmistakably her own. In 2026, the Fenty Beauty founder has worn tiger-striped Alaïa pumps for a New York date night, Nike x Jacquemus Moon Shoes with off-duty staples and suede knee-high boots to the FIFA World Cup Final. She returned to the stage in glossy Saint Laurent Vendôme slingbacks, then turned an everyday family outing into a statement in snakeskin sandal heels. Ahead, revisit Rihanna's standout shoe moments of 2026—so far.
More from WWD
Vivica A. Fox Defies the Minimalism Trend in Metallic Gold Platforms
Maisie Williams Channels Her Witchy 'Practical Magic 2' Character With Lili Curia Boots in London
Gayle King Makes the Case for Color-pop Shoe Trend in Yellow Pumps at the U.S. Open

#shoe #fenty #jacquemus

Margaret Qualley brought high fashion to the outdoors in her stunning new cover story. Photographed by Talia Ryder and styled by Taylor McNeill for POP Magazine Issue 55 (Autumn/Winter 2026), the actress looked effortlessly glamorous. She effortlessly layered a shimmering designer look straight off the Chanel runway with her own relaxed streetwear pieces. Thus, her bold styling choices proved that classic tweed and sparkling textures can feel completely modern and cool.
For the Pop Magazine cover shot, Margaret Qualley sat outdoors while holding a small, adorable grey dog in her arms. She wore a striking ensemble from Chanel's Fall/Winter 2026 collection. Her outfit started with a classic tweed jacket. The jacket was woven with metallic gold, beige, and black plaid patterns. It featured vibrant red trim along the lapels and red ***** on details. The red accents also added a bold pop of color to the textured outer layer.
Beneath the jacket, Qualley wore her own bright red hoodie. The simple hoodie brought a playful street-style contrast to the luxury outfit. She paired the top layers with a blinding, iridescent metallic skirt. The shimmering skirt caught the light with rainbow-hued metallic tones.
What made the skirt stand out most was its daring silhouette. It was designed with not just one, but two dangerously high slits along the front. The double-slit cuts added plenty of movement and drama to the knee-length metallic piece.
With her long, dark hair draped naturally over one shoulder under the red hood, Qualley posed with a playful, candid facial expression. Her fresh-faced makeup and relaxed pose brought an easygoing, cool-girl vibe to the high-fashion Chanel look. Moreover, she pulled off a daring style risk with ease. By pairing high-end runway pieces with everyday wardrobe staples, Qualley created an unforgettable fashion moment that felt both bold and accessible.

#high #brought #fashion

Good morning. The Nasdaq and S&P 500 opened in the red as chip stocks came under pressure and investors awaited a new sanction campaign against Iran and a breakdown in US-Canada trade talks.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Tech (XLK) stocks led the S&P 500 (^GSPC) lower, echoing declines in Asian markets overnight. Memory chip makers Sandisk (SNDK) and Micron (MU) saw sharp drops following rumors over the weekend that the Trump administration could allow Apple (AAPL) to source chips from China's CXMT.
Consumer staples stocks (XLP) were the best performers in early trading.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: ****** eX (SPCX), Sandisk (SNDK), Alibaba (BABA), Marvell (MRVL), SK Hynix (SKHY), Applied Optoelectronics (AAOI), and Lam Research (LRCX).

#trading

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Trip.com Group Limited (NASDAQ:TCOM). Trip.com Group Limited (NASDAQ:TCOM), a leading online travel services company, detracted from performance during the quarter. On August 21, 2026, Trip.com Group Limited (NASDAQ:TCOM) closed at $46.11 per share, reflecting a market capitalization of $29.04 billion. Trip.com Group Limited (NASDAQ:TCOM) posted a one‑month return of 2.99%, while its shares lost 30.06% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Trip.com Group Limited (NASDAQ:TCOM) in its Q2 2026 investor letter:
"China-based Trip.com Group Limited (NASDAQ:TCOM), formerly known as Ctrip, is among the world's largest global travel platform. Founded in 1999, the company offers a comprehensive, integrated platform on which travelers can make arrangements for lodging, transportation, packaged tours and other related services, including online advertising and financial services, as well as providing corporate travel management services. The company provides its services in China through its Ctrip and Qunar platforms and serves non-Chinese customers primarily thorough Trip.com and Skyscanner. China-related travel accounts for over 85% of revenue, but Trip.com is available in 24 languages and 35 local currencies while Skyscanner is available in over 50 countries and over 35 languages. Trip.com also holds equity interests in other leading travel sites, including Tongcheng-Elong, China's third largest online travel agent (OTA), and MakeMyTrip, the largest OTA in India.…" (Click here to read the full text)
Trip.com Group Limited (NASDAQ:TCOM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held Trip.com Group Limited (NASDAQ:TCOM) at the end of the first quarter, which was 46 in the previous quarter. While we acknowledge the potential of Trip.com Group Limited (NASDAQ:TCOM) 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

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform, contributed positively to performance during this quarter. On August 21, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $258.63 per share, reflecting a market capitalization of $2.79 trillion. Amazon.com, Inc. (NASDAQ:AMZN) posted a one‑month return of 11.77%, while its shares gained 13.46% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:
"Online retailer Amazon.com, Inc. (NASDAQ:AMZN) offers millions of products – sold by Amazon or by third parties – with the value proposition to consumers of selection, price, and convenience. Amazon's enterprise IT business, Amazon Web Services (AWS), offers a suite of secure, on-demand, cloud-computing services, with a value proposition to clients of speed, agility, and savings. In both of its core markets, Amazon possesses strong and sustainable competitive advantages that would be difficult for competitors to replicate. In e-commerce, these include its brand, scale, technology platform, network advantage, and logistics and distribution systems. AWS benefits from its brand, technology platform, and massive scale, which allows it to pass along cost savings while continuing to innovate. Growing well in excess of their underlying retail and IT markets, both of Amazon's businesses are gaining market share. Led by visionary founder and Executive Chairman Jeff Bezos, Amazon invests aggressively to expand and leverage its customer base, brand, and infrastructure, targeting businesses with strong financial returns that are anticipated to offer large and enduring growth opportunities…" (Click here to read the full text)

#NASDAQ #fund

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On August 21, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.75 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of 4.65%, while its shares gained 63.39% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) is a holding company that owns a collection of businesses, the largest and most important of which by far is Google. Google is the global leader in online search and advertising and also offers cloud solutions to businesses and consumers globally, with a goal of organizing the world's information and making it universally accessible and useful. Google dominates the US and global traditional search market with a greater than 80% share of search volumes. As a function of seeing more searches, Google is able to provide better search results, resulting in a higher customer conversion rate for advertisers and enabling Google to capture a leading share of search revenue. Google's large network of consumers, advertisers, and publishers is a powerful business ecosystem as third-party participants such as marketing affiliates and independent software vendors add value to the user experience. As a result, we believe consumers get their best and most relevant search results and advertisers get the best returns on their advertising dollars. Such a robust ecosystem attracts increasing numbers of participants and thereby creates a virtuous cycle for a sustainable business model and long-term growth. In its emerging cloud business, we estimate that Google captures less than 10% market share of the global market for public cloud services. We believe Google remains one of the few global companies that has the scale, research and development (R&D), and technical talent to effectively compete in this market over the long te

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Arm Holdings plc (NASDAQ:ARM) as a leading contributor. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 21, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $243.32 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -8.64%, and its shares gained 76.60% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $259.87 billion.
Loomis Sayles Global Growth Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Arm Holdings plc (NASDAQ:ARM) is the world's leading microprocessor intellectual property (IP) supplier. The company develops and licenses its microprocessor IP technology to a network of partners to facilitate the design and manufacture of semiconductor chips used in a wide range of end markets, with a primary focus on mobile, cloud, automotive, and IoT (internet of things). Arm's clients include most of the world's leading semiconductor companies, which pay licensing fees to utilize the company's industry-standard technologies and ongoing royalties for the resulting chips incorporating its technology. While it can take in excess of five years before newly licensed technology is commercialized into new products, the resulting royalty payments to Arm can span decades. We owned Arm in our large cap and all cap growth portfolios from 2012 until it was acquired by SoftBank Group in 2016. Under SoftBank, the company invested substantially in research and development (R&D) and accelerated its pace of innovation. As a result, Arm launched Armv9, its most advanced processor architecture, and its Neoverse microarchitecture that now enables the company to effectively compete in the data center business..…" (Click here to read the full text)

#fund #technology #global #letter

KO is up 32% year to date on record Trademark volume growth, while PEP yields 4% at a discounted 17x forward P/E.
PG has paid dividends for 136 consecutive years and trades at a rare 20x forward P/E after falling 6% over the past year.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and P&G didn't make the cut. Grab the names FREE today.
August is closing on a market that has rewarded speculation and punished patience, which is exactly when the boring compounders start looking interesting again. The three names below are all Dividend Kings, each with more than 50 consecutive years of dividend increases, and each has just delivered results that reinforce why long-term holders keep showing up (we ranked our ten favorite Dividend Kings by valuation right now in a free report here). Two of them are trading well off their 52-week highs, and one is running hot into a World Cup catalyst. For investors thinking about positioning income portfolios before the calendar flips to September, this trio deserves a serious look.
Procter & Gamble (NYSE:PG) is the definition of forever-hold. The consumer staples giant just closed out fiscal 2026 with its 70th consecutive year of dividend increases and has now paid dividends for 136 straight years, going back to 1890. That is a streak that has become an institution.

#consecutive #dividends

Summer is still peaking, but the fashion world is already offering its first look at what to expect come fall. Fashion's biggest houses are ushering in fall/winter 2026 with campaigns that blend hallmarks of the season with transitional staples. First up, Julia Garner travels to Pointe Helbronner, a soaring Alpine peak on the French-Italian border, for Loewe's latest campaign.
Then, Heated Rivalry star Connor Storrie, Rosé, and Liu Wen take the lead for Saint Laurent, Michael Kors celebrates its 45th anniversary Broadway-style with stage and performing arts stars, and Raquel Zimmermann frolics through picturesque landscapes in Chloé's latest campaign by Inez and Vinoodh. Elsewhere, Prada goes cinematic in a new visual ****** led Simple Stories starring Hunter Schafer and Troye Sivan; and Balmain unveils its first campaign under Antonin Tron. Here, take in the most compelling visuals from the fall/winter 2026 season.
Starring Julia Garner.
Starring Carin Herven.
Starring Beau Gadsdon.

#season

Good morning. The Nasdaq and S&P 500 opened in the red as chip stocks came under pressure and investors awaited a new sanction campaign against Iran and a breakdown in US-Canada trade talks.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Tech (XLK) stocks led the S&P 500 (^GSPC) lower, echoing declines in Asian markets overnight. Memory chip makers Sandisk (SNDK) and Micron (MU) saw sharp drops following rumors over the weekend that the Trump administration could allow Apple (AAPL) to source chips from China's CXMT.
Consumer staples stocks (XLP) were the best performers in early trading.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: ***** eX (SPCX), Sandisk (SNDK), Alibaba (BABA), Marvell (MRVL), SK Hynix (SKHY), Applied Optoelectronics (AAOI), Lam Research (LRCX).

#stocks #trading #NASDAQ

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform, contributed positively to performance during this quarter. On August 21, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $258.63 per share, reflecting a market capitalization of $2.79 trillion. Amazon.com, Inc. (NASDAQ:AMZN) posted a one‑month return of 11.77%, while its shares gained 13.46% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:
"Online retailer Amazon.com, Inc. (NASDAQ:AMZN) offers millions of products – sold by Amazon or by third parties – with the value proposition to consumers of selection, price, and convenience. Amazon's enterprise IT business, Amazon Web Services (AWS), offers a suite of secure, on-demand, cloud-computing services, with a value proposition to clients of speed, agility, and savings. In both of its core markets, Amazon possesses strong and sustainable competitive advantages that would be difficult for competitors to replicate. In e-commerce, these include its brand, scale, technology platform, network advantage, and logistics and distribution systems. AWS benefits from its brand, technology platform, and massive scale, which allows it to pass along cost savings while continuing to innovate. Growing well in excess of their underlying retail and IT markets, both of Amazon's businesses are gaining market share. Led by visionary founder and Executive Chairman Jeff Bezos, Amazon invests aggressively to expand and leverage its customer base, brand, and infrastructure, targeting businesses with strong financial returns that are anticipated to offer large and enduring growth opportunities…" (Click here to read the full text)

#amazon #amzn #letter #technology

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Trip.com Group Limited (NASDAQ:TCOM). Trip.com Group Limited (NASDAQ:TCOM), a leading online travel services company, detracted from performance during the quarter. On August 21, 2026, Trip.com Group Limited (NASDAQ:TCOM) closed at $46.11 per share, reflecting a market capitalization of $29.04 billion. Trip.com Group Limited (NASDAQ:TCOM) posted a one‑month return of 2.99%, while its shares lost 30.06% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Trip.com Group Limited (NASDAQ:TCOM) in its Q2 2026 investor letter:
"China-based Trip.com Group Limited (NASDAQ:TCOM), formerly known as Ctrip, is among the world's largest global travel platform. Founded in 1999, the company offers a comprehensive, integrated platform on which travelers can make arrangements for lodging, transportation, packaged tours and other related services, including online advertising and financial services, as well as providing corporate travel management services. The company provides its services in China through its Ctrip and Qunar platforms and serves non-Chinese customers primarily thorough Trip.com and Skyscanner. China-related travel accounts for over 85% of revenue, but Trip.com is available in 24 languages and 35 local currencies while Skyscanner is available in over 50 countries and over 35 languages. Trip.com also holds equity interests in other leading travel sites, including Tongcheng-Elong, China's third largest online travel agent (OTA), and MakeMyTrip, the largest OTA in India.…" (Click here to read the full text)
Trip.com Group Limited (NASDAQ:TCOM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held Trip.com Group Limited (NASDAQ:TCOM) at the end of the first quarter, which was 46 in the previous quarter. While we acknowledge the potential of Trip.com Group Limited (NASDAQ:TCOM) 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

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On August 21, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.75 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of 4.65%, while its shares gained 63.39% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) is a holding company that owns a collection of businesses, the largest and most important of which by far is Google. Google is the global leader in online search and advertising and also offers cloud solutions to businesses and consumers globally, with a goal of organizing the world's information and making it universally accessible and useful. Google dominates the US and global traditional search market with a greater than 80% share of search volumes. As a function of seeing more searches, Google is able to provide better search results, resulting in a higher customer conversion rate for advertisers and enabling Google to capture a leading share of search revenue. Google's large network of consumers, advertisers, and publishers is a powerful business ecosystem as third-party participants such as marketing affiliates and independent software vendors add value to the user experience. As a result, we believe consumers get their best and most relevant search results and advertisers get the best returns on their advertising dollars. Such a robust ecosystem attracts increasing numbers of participants and thereby creates a virtuous cycle for a sustainable business model and long-term growth. In its emerging cloud business, we estimate that Google captures less than 10% market share of the global market for public cloud services. We believe Google remains one of the few global companies that has the scale, research and development (R&D), and technical talent to effectively compete in this market over the long te

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Arm Holdings plc (NASDAQ:ARM) as a leading contributor. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 21, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $243.32 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -8.64%, and its shares gained 76.60% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $259.87 billion.
Loomis Sayles Global Growth Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Arm Holdings plc (NASDAQ:ARM) is the world's leading microprocessor intellectual property (IP) supplier. The company develops and licenses its microprocessor IP technology to a network of partners to facilitate the design and manufacture of semiconductor chips used in a wide range of end markets, with a primary focus on mobile, cloud, automotive, and IoT (internet of things). Arm's clients include most of the world's leading semiconductor companies, which pay licensing fees to utilize the company's industry-standard technologies and ongoing royalties for the resulting chips incorporating its technology. While it can take in excess of five years before newly licensed technology is commercialized into new products, the resulting royalty payments to Arm can span decades. We owned Arm in our large cap and all cap growth portfolios from 2012 until it was acquired by SoftBank Group in 2016. Under SoftBank, the company invested substantially in research and development (R&D) and accelerated its pace of innovation. As a result, Arm launched Armv9, its most advanced processor architecture, and its Neoverse microarchitecture that now enables the company to effectively compete in the data center business..…" (Click here to read the full text)

#company

Costco is known as the place to go when you want bulk paper towels, produce, and snacks at a reasonable price.
But anyone who pays for a Costco membership knows that the company offers a lot more than just giant packages of household goods and food staples.
The warehouse club has steadily built a much broader business around its members, offering everything from gasoline to travel to optical services.
Now, Costco is taking another major step into an area that could become increasingly important as its customer base ages — health insurance.
The retailer is partnering with nonprofit insurer SCAN Health Plan to offer Costco-branded Medicare Advantage plans in two states, along with a Medicare supplement plan in a third state, pending regulatory approval.

#medicare #scan #known #bulk

Deion Sanders was recently deposed as part of a federal lawsuit accusing the Colorado football coach of defrauding the graphic designer who created his "Prime" logo.
In a lawsuit filed in U.S. District Court in Nebraska, Omaha–based graphic designer Alan Tipp alleges that Sanders and his representatives fraudulently induced him into signing away his rights to a pair of logos he first created for the Hall of Fame cornerback in 2011. The two logos—stylized text of the words "Prime" and "Truth"—have since become staples of Sanders's branding during his tenures as the head coach at Jackson State and Colorado.
According to the complaint, Sanders began using the logos around the same time he co-founded Prime Prep Academy in 2011. The design has also appeared in a wide range of commercial partnerships tied to Sanders, the lawsuit says, including Under Armour, Gillette, Jeep, Lamborghini, Aflac, Boost Mobile, and Motorola.
While Tipp initially filed the lawsuit in January 2025, the case's docket was updated on July 30, 2026, to reflect that Sanders was scheduled to be deposed. Front Office Sports has since confirmed that deposition has already taken place. Sanders, merchandise company Prime Time Enterprises, and talent/brand management firm SMAC Entertainment are all listed as defendants in the suit.
Tipp alleges he was approached by Sanders's brand manager and a SMAC Entertainment representative, Sam Morini, shortly after Colorado hired the former Cowboys star in December 2022. According to the claim, Morini sought to have Tipp sign all past, present, and future rights to the logos over to Sanders, who had just been hired by Colorado.

#sanders #prime #according #smac

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.
Consolidated comparable sales grew 4%, exceeding internal plans due to the strength of a globally diversified business model that offset internal execution misses.
Marmaxx underperformance (1% comp) was attributed to self-inflicted execution issues regarding merchandise mix and failing to have the right goods in the right stores at the right time.
HomeGoods delivered an outstanding 7% comp, driven by a successful strategy of blending impulse 'treasure hunt' items with high-frequency consumable staples.
International divisions in Canada, Europe, and Australia saw 6% to 7% comp increases, validating the company's ability to export its off-price model to diverse geographies.

#internal #execution #tell #homegoods

The Vanguard High Dividend Yield ETF (NYSEMKT: VYM) is a popular exchange-traded fund for income-oriented investors. It passively tracks the FTSE High Dividend Yield Index, which includes over 600 U.S. dividend-paying stocks with above-average yields, and charges a low expense ratio of 0.04%. It had a 30-day SEC yield of 2.22% at the end of July.
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 »
VYM's underlying index ranks dividend-paying U.S. companies by their expected yield for the next 12 months. It then chooses the top-yielding half and weights them by market capitalization. It also intentionally excludes real estate investment trusts (REITs), which generally pay high yields but don't qualify for lower tax rates. That process of elimination causes VYM to gravitate toward stable, mature sectors -- including financials, industrial, healthcare, consumer staples, and energy -- while giving it less exposure to the tech sector than the major market indexes.
VYM pays a lower yield than other dividend-oriented ETFs, but it's generated a total return of nearly 500% since its inception in Nov. 2006. Parking $50,000 in VYD would net you $1,100 in annual dividends today, and reinvesting that income could boost your payout to thousands of dollars per year over the next few decades.
Before you buy stock in Vanguard High Dividend Yield ETF, consider this:

#signal #vanguard

By Sinéad Carew and Avinash P
Aug 20 (Reuters) - The three main U.S. equity indexes closed lower on Thursday as rising Treasury yields dented risk appetite while disappointing results from retail bellwether Walmart soured investors on the consumer sector and rallying oil prices fanned inflation worries.
Walmart shares tumbled ‌9.2% after the world's largest traditional retailer missed Wall Street expectations for quarterly comparable sales as rising gasoline prices had shoppers reining in spending. The ‌report dragged down the S&P 500 consumer staples and consumer discretionary sectors, which were among the weakest of the benchmark's 11 major industry indexes.
Rival retailers such as Costco, Dollar Tree and Albertsons followed Walmart lower with losses between 1% and 2.6%.
The increase in U.S. crude oil above $87 compounded concerns about the health of the U.S. consumer, according to Mona Mahajan, head of investment strategy at Edward Jones. She noted that investors were already anxious after recent weaker-than-expected retail sales and labor market data for July.

#Consumer #lower #retail #investors

Are you shopping for a dividend stock you can comfortably buy and hold forever? It's not as easy as it used to be. Yesteryear's stalwart companies aren't guaranteed survivors anymore. The advent of the internet -- and, more recently, artificial intelligence -- is making it easier than ever to compete with **** ans in any industry.
There's one well-known dividend-paying blue chip stock, however, that's still as attractive as it ever was because its competitive moat is as wide today as it's ever been. That's consumer goods behemoth Procter & Gamble (NYSE: PG).
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 »
Even if you don't use any of them (which is unlikely), you know the company's products. Procter & Gamble is the parent company of Tide laundry detergent, Charmin toilet paper, Gillette razors, Crest toothpaste, and more. Several of its goods are either the first- or second-best sellers in their particular product categories.
That's not just due to luck, though, or even the direct result of being around for longer. In fact, the three reasons so many of P&G's brands dominate their respective categories are the same reasons that income-seeking investors can comfortably buy and hold this consumer staples name forever.

#NVIDIA #ever #procter #Dividend

Good morning. Stocks got off to an unsteady start to trading as Treasury yields regained some of their losses from the day before, when Treasury Secretary Scott Bessent moved to support the bond market. That, plus rising oil prices, led the Dow (^DJI), S&P 500 (^GSPC), and Nasdaq Composite (^IXIC) to decline at the open.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Consumer Discretionary stocks (XLY) were the hardest hit, while an 8% decline in Walmart (WMT) stock after earnings weighed on Consumer Staples (XLP). Walmart's slowing sales growth number also put pressure on other defensive names, such as Costco (COST).
Energy stocks (XLE) outperformed, meanwhile, as crude oil prices rose following President Trump's threat to wage "economic warfare" on Iran, raising concerns about a reescalation in the Middle East war.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: **** eX (SPCX), Walmart, Sandisk (SNDK), Alibaba (BABA), SK Hynix (SKHY), Marvell (MRVL), and CrowdStrike (CRWD).

#prices #decline

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ******* umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Capital One Financial Corporation (NYSE:COF). Capital One Financial Corporation (NYSE:COF) operates as the financial services holding company for the Capital One, National ******* ociation, which engages in the provision of various financial products and services. On August 19, 2026, Capital One Financial Corporation (NYSE:COF) closed at $220.73 per share. The one-month return of Capital One Financial Corporation (NYSE:COF) was 10.39% and its shares gained 4.11% over the past 52 weeks. Capital One Financial Corporation (NYSE:COF) has a market capitalization of $135.41 billion with a 52-week trading range between $174.24 - $259.64.
Eagle Capital Management stated the following regarding Capital One Financial Corporation (NYSE:COF) in its Q2 2026 investor letter:
"The consumer cyclicals and staples companies in this group have idiosyncratic opportunities to drive rapid earnings growth over the coming years. Capital One Financial Corporation (NYSE:COF), one of the largest credit card companies in the U.S., operates the only full-suite scaled digital bank. Last year's acquisition of Discover conferred both significant financial synergies and the upside of operating its own network. Despite its size, it is still run by the founder and retains an entrepreneurial spirit. With 20% returns on equity, we believe it is underappreciated and can drive both strong earnings growth and multiple expansion. We expect EPS growth of approximately 20% for this group of companies over the coming years."

#NYSE

Though it's not foolproof investing wisdom, and it is stock-specific, there is something to the "boring is beautiful" thesis. It's one reason that so many income investors and risk-averse market participants embrace consumer staples stocks.
The other side of the boring coin is that mundane doesn't captivate hearts, minds, and investor capital when growth stocks are in vogue, and that's very much the case these days. Many market participants are chasing tech stocks and pondering what's next in the world of artificial intelligence (AI).
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 »
Those trends don't necessarily mean that Wall Street is in the midst of another round of Dutch tulip mania, nor that a bubble will imminently burst, but investors' adulation for what they perceive as glitzy names helps explain how some defensive stocks can slip through the cracks, even when those companies are delivering solid showings. Such is life for Sysco (NYSE: SYY), the king of food distributors.

#stocks #many #market #participants

Unfinished business gets the Hollywood treatment.
Ultimate Fighting Championship (UFC) Flyweight champion Joshua Van defends his ******* le for the second time in a rematch against former 125-pound kingpin Alexandre Pantoja in UFC 331's main event on Sat., Sept. 19, 2026, inside Crypto.com Arena—formerly known as Staples Center—in Los Angeles, California.
In the co-main event, No. 2-ranked Lightweight and almost-title challenger Arman Tsarukyan finally returns to action against Brazilian knockout artist Mauricio Ruffy in a five-round fight with major championship implications.
Today, the promotion released UFC 331's official marketing poster on social media.
Check it out below:

#title #hollywood #fighting #flyweight

It was but a mere glimpse, but what an encouraging view of Klint Kubiak's Las Vegas Raiders offense in the preseason opener, no?
A mix of both efficiency and staples of the Kubiak scheme, the Silver & Black's head coach and offensive play caller provided a window into what he's cooking up this season in Las Vegas' 27-14 loss to the Arizona Cardinals this past Thursday.
The opening drive showcases the ever-efficient Kirk Cousins in the driver seat as the veteran quarterback and looking sharp pacing a 10-play, 68-yard touchdown drive. Behind an offensive line that kept him clean and comfortable, Cousins went 5-of-6 for 50 yards with his touchdown pass going to tight end Michael Mayer. It was a script featuring the heavy personnel packages — multiple tight ends — a (gasp!) fullback in Connor Heyward, pre-snap motions, and balanced air and ground attacks.
It wasn't all sunshine and rainbows, of course. And Kubiak — a rookie head coach — admitted as much in the post-game press conference.
"I think the thing that stands out to me, ***** ytically or not, is our penalties. We really hurt ourselves," the Raiders head coach said. "We put ourselves in some negative situations, and that's not winning football. Offensively, the fact that we didn't turn the ball over is always good. That's something that didn't stand out last night, but offensively, you can't go into a half a football and not score points. So, we didn't help the defense there. We weren't playing team football in that second half."

#didn 't