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64deeply_cosmic
5 mins. ago
Kate Middleton's resilience continues to inspire those closest to her. Just weeks after the Princess of Wales completed one of the United Kingdom's toughest endurance challenges as part of her cancer recovery journey, her maternal uncle, Gary Goldsmith, has publicly praised her determination while revealing a deeply personal health crisis that nearly claimed his own life.
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Princess Beatrice visits one of Queen Elizabeth II's favorite London stores in chic summer look ahead of her 38th birthday
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#journey #wales #gary #goldsmith
qkwnlxedfccnhmmu
10 hours ago
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New York City Mayor Zohran Mamdani has unveiled a remarkably straightforward solution to soaring grocery bills: sell food for less.
"Today, I am proud to announce a collection of essential staples that will be predictably 30% cheaper at all five of our city-run grocery stores," Mamdani said (1) at a news conference Monday.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold

#mamdani #finance
driftfg
21 hours ago
Altria Group (NYSE:MO) sells cigarettes, oral nicotine pouches, and vapor products to adult tobacco users in the US. It's the parent of Marlboro, still the country's top-selling cigarette brand. The stock showed up in Donald Trump's disclosed portfolio, and it's easy to see the appeal: over 50 straight years of dividend increases and a business that doesn't move much with the economic cycle.
Altria stock is up around 25% year to date. Over the trailing 12 months, the stock is up about 24%, ahead of the market's 19% gain. Only Philip Morris, up 21% YTD, comes close among the major tobacco names. British American Tobacco and ***** an Tobacco are each up 10%.
Altria's Q1 2026 earnings beat expectations on both lines. Net revenue grew 3.2% year over year mostly from pricing, not volume. Adjusted diluted EPS grew 7.3%, up from 4.4% growth in 2025.
The volume story is also improving. Altria's smokeable segment declined just 4% in Q1 2026, down sharply from a 12% decline a year earlier. On the oral tobacco side, on! PLUS nicotine pouches rolled out nationwide in March and are now in roughly 100,000 stores, covering 85% of the nicotine pouch category by volume. On!'s own volume grew 17.6% year-over-year in Q1, after growing 11% for all of 2025. It's also the first product authorized under the FDA's streamlined pilot review program for oral nicotine pouches.
Valuation

#tobacco #oral #grew #group
vr3oa
2 days ago
July 27 (Reuters) - Cracker Barrel on Monday said Julie Masino would step down as its CEO, nearly a year ‌after the company faced criticism from conservatives, including U.S. ‌President Donald Trump, for a short-lived decision to change its decades-old logo.
Here are the details:
• Masino will step down as CEO on August 10 after about three years in the role and will remain with the company in an advisory capacity until October 9.
• Cracker Barrel named ‌restaurant industry veteran David ⁠Deno as its new top boss.
• In August 2025, the company faced backlash on social media for ⁠its decision to modernize its logo and stores and replace its decades-old "Old-Timer" signage which featured the image of an overalls-clad man known as "Uncle Herschel" leaning against a barrel.

#cracker
ku_qm_huko7
2 days ago
Chesapeake, Virginia-based Dollar Tree, Inc. (DLTR) operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands. With a market cap of $23.1 billion, the company sells an **** ortment of everyday general merchandise, as well as offers kitchen and dining, toys, books, crafts, cleaning, personal care, glasses, food carriers, gifts, and other household products. The discount retail giant is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of the event, **** ysts expect Dollar Tree to report a profit of $1.11 per share on a diluted basis, up 44.2% from $0.77 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 August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#earnings #discount
h1rdlybOld
2 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
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
gilolulhurolma2
7 days ago
BUFR returned 14% over the past year with a built-in 10% downside buffer, while BIL offered only a 4% yield and zero equity upside.
SPY returned 20% over the same period, meaning nervous investors who parked in BIL forfeited roughly 16 percentage points of compounding in twelve months.
A partial rotation that moves a quarter to half of a BIL position into BUFR restores equity participation without fully abandoning the safety of the cash trade.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Investors who rotated into SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) during the March 2026 volatility spike know its appeal: a steady 4%-ish yield, no drawdowns, and peace of mind. BIL has become the default parking spot for nervous equity money, and with the 10-year Treasury at 4.56% and near the 96th percentile of its 12-month range, the cash trade looks defensible. The problem is that BIL solved yesterday's problem. With the VIX back at 15.03, in the lower 10th percentile of the past year, sitting entirely in T-bills carries a different risk: missing the recovery. A middle path exists, and it wears the ticker BUFR.

#investors #nervous
ore867crash
8 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Swatch Group reported stronger first-half sales as demand improved across its watch brands and shoppers lined up for its Royal Pop pocket watch collaboration with Audemars Piguet. Sales rose 8.5% at constant exchange rates to CHF 3.12 billion (about $3.8 billion), helped by a sharp acceleration in May and June. But operating profit fell to CHF 52 million, badly missing expectations, as currency effects and production costs weighed. The watches are moving again. The margins, less so.
Swatch Group, owner of Omega, Longines, Tissot, Breguet and Swatch, reported first-half net sales of CHF 3.12 billion. At constant exchange rates, sales rose 8.5% from a year earlier. On a reported basis, growth was much weaker because the strong Swiss franc dragged on results.
The company said sales momentum improved sharply in the second quarter, especially in May and June. Demand was helped by strength across price segments and regions, including the US, Europe, ***** an, South Korea and China.
A major highlight was the Royal Pop, a pocket watch made with Audemars Piguet. The launch triggered long lines in cities including New York, London, Barcelona and Dubai, with demand so strong that Swatch had to close some stores and limit queues.

#swatch #sales #reported
chive8l12_px36
8 days ago
As the Chiefs prepare to move to a new domed stadium in Kansas, the details made available to date don't address one key factor.
Will the playing surface be natural grass or artificial turf?
Per the Chiefs, no official decision has been made as to the issue of grass or turf. The team's preference, however, is grass.
If it's grass, the new venue will need to have a way to move the grass for the various other events that the stadium will host. That means either having a tray that slides out of the facility (like the Cardinals and Raiders use) or a more elaborate system that stores the grass surface underground.
At a time when the NFL Players ****** ociation is pushing for grass in all NFL venues, the future of the Chiefs' playing surface becomes critical. They're currently one of 16 teams that play on grass. The union will want to keep it that way.

#grass #surface #stadium #kansas
015simplywolfmostly
8 days ago
Cracker Barrel has sold its Maple Street Biscuit Company brand and 35 restaurants to Biscuit Belly, LLC and will close 16 locations of the fast casual breakfast chain.
The move comes less than a year after Cracker Barrel closed 14 Maple Street locations in September 2025 because they "simply didn't meet our financial expectations," the company told USA TODAY in a statement at the time, while thanking customers for their patronage.
Cracker Barrel acquired Maple Street Biscuit Company in 2019 for $36 million. The breakfast chain was founded in Jacksonville, Florida, in 2012, and serves a variety of biscuits and other breakfast foods. At the time of the acquisition, Maple Street had 28 company-owned locations and five franchised locations across seven states.
In a separate move, Cracker Barrel also completed a sale-leaseback deal involving 26 company-owned locations. That means Cracker Barrel sold the locations to an investor and immediately leased them back. Cracker Barrel said these transactions will generate approximately $77 million in net proceeds.
More news: Ikea to open 7 new stores through 2027. See where

#company #street
SHiNy
8 days ago
Everything is ready to buy the Roma home jersey.
The new Giallorossi home kit for the 2026/27 season will be available for purchase starting today at the club’s official stores, selected adidas stores, the adidas app, and adidas.it About AS Roma.
The historic crest with the acronym ASR returns, the design celebrating the Roman Virtus, embodying courage, strength, and determination. The red and yellow hues that have always distinguished the club have been revived.
Roma’s home jersey is dominated by red with classic yellow trim. The crew neck is embellished with the message “WITH ALL OUR STRENGTH” on the back.
Next season’s home kit is crafted using lightweight, 3D-engineered fabrics that adapt to the body for improved fit, comfort, and freedom of movement. adidas’ CLIMACOOL+ technology provides advanced sweat-wicking properties, while strategically placed mesh zones enhance airflow and breathability throughout the match.

#stores #everything
glid2compass
10 days ago
GameStop (GME) is taking another step to make its products more accessible to consumers. Through a new partnership with Uber Eats, announced on July 15, customers across the U.S. can now order video games, consoles, accessories, collectibles, and other electronics for on-demand or scheduled delivery directly from participating GameStop stores. The agreement expands GameStop's digital reach beyond its own stores and website, giving the retailer access to Uber Eats' growing retail marketplace as it looks to drive convenience and capture incremental sales.
The partnership is about strengthening its omnichannel strategy. Faster delivery could help the company capitalize on launch-day game releases, last-minute purchases, and impulse buying while enhancing customer engagement without significant capital investment. Although the deal looks unlikely to materially change GameStop's near-term earnings on its own, it demonstrates management's continued effort to modernize the business and diversify sales channels as the video game retail industry increasingly shifts toward convenience and digital commerce.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ****** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
vr3oa
10 days ago
Businesses rarely come out and tell you that they have a bad product, but on rare occasions, embracing the need for change and admitting problems has worked to help turn a brand around.
In 2009, for example, Domino's shared some videos from its internal focus groups on YouTube.
"These video sessions were brutal. Consumers hated Domino's pizza. In one video, a woman said, 'Domino's pizza crust to me is like cardboard.' Another added, 'The sauce tastes like ketchup.' 'Worst pizza I ever had,' said a third," reported Business Age.
That turned out to be the kickoff for the company's "Pizza Turnaround" campaign, a reset for the brand, built around admitting that its core product needed work.
Dollar Tree is doing the same thing, although it's just admitting that many of its stores are "substandard," and planning to fix them, rather than actually running ads saying that.
crashj
11 days ago
GameStop (GME) is taking another step to make its products more accessible to consumers. Through a new partnership with Uber Eats, announced on July 15, customers across the U.S. can now order video games, consoles, accessories, collectibles, and other electronics for on-demand or scheduled delivery directly from participating GameStop stores. The agreement expands GameStop's digital reach beyond its own stores and website, giving the retailer access to Uber Eats' growing retail marketplace as it looks to drive convenience and capture incremental sales.
The partnership is about strengthening its omnichannel strategy. Faster delivery could help the company capitalize on launch-day game releases, last-minute purchases, and impulse buying while enhancing customer engagement without significant capital investment. Although the deal looks unlikely to materially change GameStop's near-term earnings on its own, it demonstrates management's continued effort to modernize the business and diversify sales channels as the video game retail industry increasingly shifts toward convenience and digital commerce.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ******* e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
nijwr
13 days ago
Updated July 16, 2026, 5:53 pm EDT / Original July 16, 2026, 4:45 pm EDT
Verizon
VZ
-0.66%
Communications is cutting around 3,000 more jobs, reducing the number of company-owned retail stores, and realigning its structure as the nation’s largest wireless carrier continues to cut costs under new CEO Daniel Schulman.
VZ
-0.66%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
1_a8pA
13 days ago
American companies are finally getting relief from tariff refunds—only it's just in time for a new wave of inflationary economic factors.
The U.S. Customs and Border Protection issued $49.2 billion in refunds in June, according to the U.S. Treasury's monthly statement, bringing total tariff refunds to about $71 billion, or more than 60% of the $166 billion available following the Supreme Court striking down tariffs under the International Emergency Economic Powers Act (IEEPA) in February.
But as companies recoup costs ******* ociated with the import taxes they were forced to pay last year, they're finding that, in many cases, those funds are being eaten up thanks to the impact of other economic pressures.
"We do expect some more pressure on the business from a commodity standpoint," PepsiCo Chief Financial Officer Steve Schmitt said in the company's earnings call last week. "We will be using the tariff, essentially the refunds, to help offset some commodity inflation that we're seeing and allow us to continue to play offense in the business."
The company's CEO Ramon Laguarta said the Iran war and its impact on gas prices in particular have impacted consumer behavior, reducing discretionary spending and trips to convenience stores, which is correlated with purchases.
gilolulhurolma2
14 days ago
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Quantum Computing Stocks to buy and Hold Forever. The company has a dedicated research division building superconducting quantum processors like Sycamore and the newer Willow chip.
Recently, on July 2, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) aims to raise more than $80 billion in equity offerings and a major investment from Berkshire Hathaway to fund its expensive AI infrastructure buildout. The deal also signals Berkshire's confidence in the company's AI and cloud strategy.
The report noted that Berkshire will buy $10 billion in stock through a private placement. This will include $5 billion in Class A shares at $351.81 each and $5 billion in Class C shares at $348.20 each. This adds to Berkshire's position, which it has been building since last year. With around $16.6 billion, Alphabet becomes one of Berkshire's largest holdings.
As per Reuters, ***** ysts have framed the purchase as a vote of confidence from Berkshire CEO Greg Abel that Alphabet's AI spending will pay off despite the dilution from new shares. Moreover, the company also plans to raise $30 billion through public offerings split between convertible preferred stock and common shares, plus a $40 billion at-the-market program launching in the third quarter for gradual share sales.
Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers, as well as healthcare-related services and internet services.
Pdo2s9AKJuBxuOuD
16 days ago
This story was originally published on QSR. To receive daily news and insights, subscribe to our free daily QSR AM Jolt.
Papa Murphy's is headed for more closures.
Parent company MTY Food Group told investors during the company's Q2 earnings call that it expects to shutter 68 underperforming corporately owned restaurants over the next nine months. Of those, between 45 and 50 stores will be Papa Murphy's locations.
Most of the shutdowns will occur in the third quarter, with the first scheduled to begin this week. The 68 closures represent about 1 percent of MTY's systemwide restaurant base.
The move comes after MTY attempted to revive a collection of stores it took back from Papa Murphy's franchisees about two years ago.
266prism_packet
16 days ago
PepsiCo, Inc. (NASDAQ:PEP) was among Jim Cramer's stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer commented on the company's earnings and management commentary, as he said:
This morning, PepsiCo reported a quarter that looked fine on the surface, but failed to wow when you got to the fine print. Meanwhile, the stock, once a market darling, has turned into an ugly duckling. On the conference call, management admitted that inflation and the price of gasoline caused domestic snack sales to fall. That led to a collapse in the stock… This quarter, I think some of the largest distributors had enough and demanded price rollbacks… It wouldn't shock me if Walmart forced PepsiCo's hand and demanded rollbacks…
I think it was the rollbacks in the traditional grocers plus the sticker shock of the convenience stores that made it so no matter what Pepsi did, it couldn't grow the business. Now, they've tried things to forestall this moment. I know they want to stick by their innovation playbook. I respect that. They're tremendous cost cutters too, but maybe they just have to take the darn hit and cut the price of their products big time, take a ton of market share, and then three quarters from now, they can have a much better return. I fear, as others do, that this is the beginning of a slow rollback in pricing. I say rip the band-aid off. Go back to prices from 10 years ago before the endless increases and get realistic.
You raise prices too much, too often for a country that's now weight-obsessed, health-obsessed, and GLP-1 obsessed, and you're just not going to make as much money for a bag as you'd like to. Now, PepsiCo gets about half of its sales from overseas, and that business is terrific. They need to make international much bigger to lessen the impact of Frito-Lay's domestic pain. Here's the bottom line: I fear now that only drastic pricing can reverse a domestic dive, something, by the way, the CEO Ramon Laguarta disagreed with when we interviewed him on Squawk on the Street. In truth, I thought Ramon wasn't really disagreeing with me. I think he was subtly disagreeing with the action in the stock, and that's actually not that great an idea when you're running a publicly traded company.
ja-san-miguel-xYSp0kkIUio-unsplash
bolt_mostly8543
16 days ago
Somnigroup International Inc (NYSE:SGI) is one of billionaire David Abrams' top stock picks with upside potential. Somnigroup shares are up around 16% over the past month, and the Street sees the shares soaring at least 25% from the current level over the next 12 months. Some 63 hedge funds have confidence in Somnigroup stock.
According to some Wall Street experts, Somnigroup International Inc (NYSE:SGI) stands to benefit from the bankruptcy of its competitor, Sleep Number Corporation. On June 12, Sleep Number filed for bankruptcy as its debt ballooned and losses mounted. The company blamed inflation, tariffs, and supply chain disruptions for its woes.
In Q1 2026, Sleep Number posted a net loss of $50 million on net sales of $319 million. Canadian bedding company Sleep Country Canada has offered to buy Sleep Number ***** ets for $415 million.
Analysts at Piper Sandler saw the Sleep Number bankruptcy coming and said Somnigroup would benefit from it. In their June 4 note to investors, the ***** ysts commented that the bankruptcy of the competitor would allow Somnigroup to gain market share in the premium mattress ***** e. Additionally, the ***** ysts speculated that Somnigroup could attempt to purchase stores and intellectual property ***** ets in the rival's bankruptcy process.
Somnigroup International Inc (NYSE:SGI) is a multinational bedding and sleep tech company. It makes and sells mattresses. Somnigroup manufactures mattresses under various product brands and operates a chain of retail stores to sell these products.
rfhqhqlmjwh
16 days ago
UK retailer Marks & Spencer (M&S) has unveiled its Pantheon flagship store on Oxford Street, bringing the central London site to completion after a phased renewal.
The retailer said Pantheon is one of six London stores being renewed in the current financial year, alongside four new store openings in the capital.
Nationally, M&S has lined up two new full-line stores, 18 new food outlets, four store extensions and further renewals.
The final phase unveiled the menswear, kidswear, lingerie and home floors, following the food hall's opening in the lower ground level last August and the womenswear and beauty floors going live in January 2026.
The finished store covers 100,000ft² across four levels.
mix_0157
19 days ago
TOKYO, July 10 (Reuters) - SoftBank Corp and mobile payments operator PayPay are in talks to invest in retail giant Seven & i Holdings, ‌Bloomberg News reported on Friday.
Bloomberg said the investment will likely total ‌several hundred billion yen and Sumitomo Mitsui Card may also take a stake, while the Nikkei business daily reported later that total investment is expected to reach up to 300 billion yen ($1.85 billion).
Sumitomo Mitsui Card is a unit of Sumitomo Mitsui Financial Group.
Reuters could not immediately verify the reports. SoftBank, Seven & i, PayPay and SMFG declined ‌to comment.
Seven & i operates ⁠7-Eleven stores worldwide, with ***** an and the U.S. its largest markets.
glid2compass
20 days ago
Nike (NKE), the iconic sneaker brand, is having a tough time. The stock closed in the red for the last four consecutive years and is down nearly 32% for this year. NKE stock peaked in November 2021 and has since lost three-fourths of its market cap.
Amid a sagging stock price, Nike brought back Elliott Hill, a company veteran, to lead the company in October 2024. Hill succeeded John Donahoe, whose strategy of focusing on direct sales while cutting down on wholesale sales backfired after the initial success during the Covid-19 pandemic. In hindsight, the company miscalculated the brand pull and lost out to other brands that were well stocked at third-party stores. Along with mending relations with wholesalers, Hill has shifted Nike's attention back towards sports, which used to be its USP. However, these measures haven't helped reverse the slide in NKE stock.
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A sagging stock price coupled with gradual dividend hikes has pushed Nike's dividend yield to nearly 3.8%, which is near the record highs that we saw last month when the stock hit its 52-week lows. In my previous article, I noted that while Nike's risk-reward has improved, it's not a compelling buy yet. Let's explore if the stock can fit into portfolios of investors who crave high dividend stocks, beginning with the company's recent financial performance.
Nike's revenues fell 1% year-over-year (YoY) in its fiscal Q4 2026, which ended in May, even though the metric came in slightly better than feared. Wholesale revenues rose 4% in the quarter but couldn't fully offset the 7% decline in Direct sales. Looking at the geographical breakdown, North America revenues rose 3% while sales in Greater China fell 12% in the quarter.
vr3oa
21 days ago
Best Buy Co., Inc. (NYSE:BBY) is one of the dividend stocks picked by financial media as investors ask whether dividend stocks are tax-efficient. On May 28, Best Buy reported Q1 FY27 results and said it returned $202 million to shareholders through dividends during the quarter. The company also said its board authorized a regular quarterly cash dividend of $0.96 per common share, payable July 9 to shareholders of record as of June 18. Best Buy added that it still expected to spend about $300 million on share repurchases during FY27.
The update fits the tax-efficiency question because it separates two forms of capital return. The dividend may qualify for preferential tax treatment if holding-period rules are met, but it still creates taxable income when paid. The planned repurchases are different because buybacks can support per-share value without sending taxable cash to every shareholder at once. Best Buy therefore sits in the middle of the tax-efficiency spectrum: cleaner than many ordinary-income vehicles, but less tax-deferred than a company that relies mainly on reinvestment and repurchases.
Copyright: johnkasawa / 123RF Stock Photo
Best Buy Co., Inc. (NYSE:BBY) is a consumer electronics retailer that sells technology products, appliances, services, and related solutions through stores and digital channels.
While we acknowledge the potential of BBY 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.
ore867crash
21 days ago
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the "Palm Valley Capital Fund." A copy of the letter can be downloaded here. In the second quarter, the fund's investor class gained 1.80%, while the S&P SmallCap 600 rose 19.7% and the Morningstar Small Cap Total Return Index returned 14.0%. The Strategy primarily focused on small-cap categories, allocating 75% to cash equivalents. This led to underperformance relative to benchmarks. The Fund is currently seeking more small-cap opportunities that meet its return criteria and will act swiftly if market conditions improve. The Index benefited from strong contributions from data center construction and biotech sectors, while the energy industry lagged. Additionally, reviewing the fund's top five holdings can reveal its best investments in 2026.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Vontier Corporation (NYSE:VNT) as a newly added position. Vontier Corporation (NYSE:VNT) is a global industrial technology and mobility solutions company that operates through mobility technologies, repair solutions, and environmental and fueling solutions segments. On July 7, 2026, Vontier Corporation (NYSE:VNT) closed at $28.49 per share, reflecting a market capitalization of $4.01 billion. Vontier Corporation (NYSE:VNT) posted a one-month return of 0.60%, while its shares lost 25.56% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Vontier Corporation (NYSE:VNT) in its Q2 2026 investor letter:
"The Fund acquired three new positions during the second quarter: The Clorox Company (ticker: CLX), Molson Coors Beverage Company (ticker: TAP), and Vontier Corporation (NYSE:VNT). Vontier sells the equipment, software, and recurring services that help convenience stores pump gas and process payments, repair shops diagnose problems, and car washes operate efficiently. It was spun out of Fortive Corporation in 2020, which itself was formerly part of Danaher. Key operations include fueling equipment and payment systems through the brands Invenco and Gilbarco Veeder-Root, vehicle repair and diagnostics tools through Matco Tools, and car wash technology through DRB. The company touches a large portion of the world's fuel transactions, since its equipment is installed at hundreds of thousands of fuel sites globally. Vontier enjoyed a significant temporary tailwind, peaking in 2021, when U.S. gas stations were required to upgrade payment terminals at the pump to support EMV chip card transactions due to shifting fraud liability rules. Some investors have long-term concerns about the company's relevance as the transportation fleet moves away from internal combustion engines. Vontier has become more fuel agnostic in recent years, with its products serving vehicles powered by gasoline, electricity, and hydrogen. The firm owns a leading provider of electric vehicle (EV) charging softw
rawuwutuju83
21 days ago
Palm Valley Capital Management, an investment management firm, has issued the second-quarter 2026 investor letter for the "Palm Valley Capital Fund." A copy of the letter can be downloaded here. In the second quarter, the fund's investor class gained 1.80%, while the S&P SmallCap 600 rose 19.7% and the Morningstar Small Cap Total Return Index returned 14.0%. The Strategy primarily focused on small-cap categories, allocating 75% to cash equivalents. This led to underperformance relative to benchmarks. The Fund is currently seeking more small-cap opportunities that meet its return criteria and will act swiftly if market conditions improve. The Index benefited from strong contributions from data center construction and biotech sectors, while the energy industry lagged. Additionally, reviewing the fund's top five holdings can reveal its best investments in 2026.
In its second-quarter 2026 investor letter, Palm Valley Capital Management highlighted Heartland Express, Inc. (NASDAQ:HTLD). Heartland Express, Inc. (NASDAQ:HTLD) is a trucking company that provides short-to-medium and long-haul truckload carrier and transportation services. On July 7, 2026, Heartland Express, Inc. (NASDAQ:HTLD) closed at $14.89 per share, reflecting a market capitalization of $1.15 billion. Heartland Express, Inc. (NASDAQ:HTLD) posted a one-month return of -5.64%, while its shares gained 59.42% over the past 52 weeks.
Palm Valley Capital Management stated the following regarding Heartland Express, Inc. (NASDAQ:HTLD) in its Q2 2026 investor letter:
"We sold our position in Heartland Express, Inc. (NASDAQ:HTLD) during the quarter. The stock rallied to our valuation in anticipation of a trucking industry recovery. The freight cycle has experienced a prolonged bottoming, yet Heartland's shares have priced in significantly improved fundamentals already. We sold Heartland in April but observed with interest a June Wall Street Journal article discussing PepsiCo's use of driverless box trucks in Arizona to transport Frito-Lay and Doritos relatively short distances from distribution centers to retail stores like Walmart. Trucking is another sector where investors are **** sing how quickly automation will impact incumbents, and their judgments and misjudgments could create future opportunities."
Heartland Express, Inc. (NASDAQ:HTLD) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 14 hedge fund portfolios held Heartland Express, Inc. (NASDAQ:HTLD) at the end of the first quarter, up from 12 in the previous quarter. While we acknowledge the potential of Heartland Express, Inc. (NASDAQ:HTLD) 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.
kernel_7_JAHINM_9386
21 days ago
Tennessee football unveiled its dark mode Adidas uniforms to cap a week of releasing new team gear.
On July 9, UT released an eye-popping video **** led "Darkness comes for all," on social media that displayed dark mode Adidas football uniforms. It's in the same vein of the "Venom" viral video that teased UT's dark mode uniforms in 2024.
The orange, white and Summitt Blue uniforms have already been unveiled. The new Adidas apparel will be available in stores on July 10.
Tennessee has a 5-2 record in black alternate uniforms since 2009, including: 31-13 win over South Carolina in 2009; 45-20 win over South Carolina in 2021; 41-17 loss to Georgia in 2021; 44-6 win over Kentucky in 2022; 41-20 win over South Carolina in 2023; 28-18 win over Kentucky in 2024; 33-27 loss to Oklahoma in 2025.
The new uniform reveals kick off the 10-year blockbuster contract with Adidas, which promises to make UT a flagship university of the brand and bolster the Vols' NIL strategy. And it also ended UT's 11-year relationship with Nike.
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21 days ago
Domino's Pizza Inc. (NASDAQ:DPZ) is one of the top mid-cap stocks to own for decades, according to hedge funds. On June 23, BTIG ******* yst Peter Saleh reiterated a Buy rating on Domino's Pizza Inc. (NASDAQ: DPZ) but lowered the price target to $425 from $450. Despite the cut the new price target represents significant upside as the stock is trading at about $304 a share.
Jonathan Weiss/Shutterstock.com
The price target cut is in response to the company's announcement of the imminent retirement of chief executive officer Russell Wiener. He steps down after significant success during the four years at the helm, including turning around the company's US business. Weiner is to take over as the executive Chairman on October 1.
Domino's Pizza has already named Chief Operating Officer Joe Jordan as Russell's successor. Jordan was selected because of his extensive experience with the company, which will be crucial in the uncertain economic environment characterized by tight consumer spending.
Domino's Pizza, Inc. (NASDAQ:DPZ) operates as a multinational restaurant chain and franchise company. It primarily makes, sells, and delivers pizzas, pasta, wings, and side dishes. The company functions as both a franchisor (licensing the brand to independent owners) and an operator, while running central supply chain facilities that distribute ingredients to its stores.
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22 days ago
Walmart has agreed to pay more than $13 million and overhaul how it communicates pay to delivery drivers in Texas, resolving a state investigation that alleged the retailer misled workers about tips, base pay and incentive earnings through its Spark Driver platform.
The settlement, announced Monday by Texas Attorney General Ken Paxton, provides approximately $6.69 million in restitution to affected Texas Spark drivers while requiring Walmart to pay an equal amount in civil penalties, attorneys' fees and costs to the state. In total, the agreement exceeds $13.3 million.
The settlement resolves allegations that Walmart violated the Texas Deceptive Trade Practices Act through its Spark Driver Program, which provides same-day grocery and merchandise deliveries from Walmart stores and warehouses. Walmart denied any wrongdoing and said the agreement does not constitute an admission of liability.
Spark is Walmart's (Nasdaq: WMT) last-mile delivery platform, connecting independent contractors with grocery and merchandise delivery opportunities from local Walmart stores.
According to the ******* urance of Voluntary Compliance filed in Collin County, Texas, investigators alleged Walmart made misleading representations to delivery drivers dating back to at least 2021 involving three primary categories of compensation: customer tips, base pay and incentive bonuses.
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22 days ago
Walmart (WMT) cut Coca-Cola 24-pack prices 33% to $9.97, part of a broader summer push slashing costs across thousands of items.
The price cuts strain Walmart's already thin 5% operating margins but could widen its lead if competitors don't match the reductions.
Trump called the move a 'huge deal' on social media amid unproven speculation he pressured Walmart to help combat inflation.
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Walmart (NYSE: WMT) announced it is dropping prices on thousands of items it sells in its stores. It says the plan is to save Americans money as the nation moves through the summer. One notable example of the decision is that it has dropped the price of Coca-Cola, Diet ***** e and Coca-Cola Zero Sugar 24-packs to $9.97 from $14.97. That is a 33% markdown.

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