18 hours ago
The Brooklyn Nets have developed their teams through a number of strategies over the decades, and their front office has put together considerable success through the NBA draft. Many of the franchise's best players have joined the Nets either by being selected directly in the annual draft or through trades made on that day.
Moreover, it is not only the star players who have been acquired by the Nets through the draft. Several prominent alumni have been selected by the team each offseason during this annual event, with certain colleges being more prominently represented than others. An **** ysis of the players from different schools reveals that both prestigious programs and smaller institutions have contributed top talent to the Nets' roster over the years.
So without further ado, let's take a look at every player who has been drafted by the Nets out of Real Madrid.
Draft year and position: 2nd round (14th pick, 38th overall), 1985 NBA Draft
Seasons at Real Madrid: 5
#Nets #real #selected #moreover
Moreover, it is not only the star players who have been acquired by the Nets through the draft. Several prominent alumni have been selected by the team each offseason during this annual event, with certain colleges being more prominently represented than others. An **** ysis of the players from different schools reveals that both prestigious programs and smaller institutions have contributed top talent to the Nets' roster over the years.
So without further ado, let's take a look at every player who has been drafted by the Nets out of Real Madrid.
Draft year and position: 2nd round (14th pick, 38th overall), 1985 NBA Draft
Seasons at Real Madrid: 5
#Nets #real #selected #moreover
20 hours ago
Memory has become the latest pressure point in the AI hardware race. With demand for high-bandwidth memory (HBM) continuing to outstrip supply, soaring memory prices are beginning to ripple across the semiconductor industry, forcing companies to rethink product designs and pricing strategies. Even Nvidia Corporation (NVDA), the undisputed leader of the AI chip market, appears to be feeling the effects.
On Wednesday, Wedbush Securities highlighted how rising memory costs are increasingly influencing Nvidia's business, from changes to the configuration of its upcoming Vera Rubin platform to another reported round of price hikes for its consumer graphics cards. The brokerage believes the company is navigating not only higher costs but also persistent supply constraints in a market where memory has become just as critical as the GPUs themselves.
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
This Dividend Stock Is Up 22% in a Month Despite Mixed Q2 Earnings. Don't Sell Just Yet.
Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!
#market #costs #even #NVIDIA
On Wednesday, Wedbush Securities highlighted how rising memory costs are increasingly influencing Nvidia's business, from changes to the configuration of its upcoming Vera Rubin platform to another reported round of price hikes for its consumer graphics cards. The brokerage believes the company is navigating not only higher costs but also persistent supply constraints in a market where memory has become just as critical as the GPUs themselves.
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
This Dividend Stock Is Up 22% in a Month Despite Mixed Q2 Earnings. Don't Sell Just Yet.
Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!
#market #costs #even #NVIDIA
21 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted CarMax, Inc. (NYSE:KMX), which it exited during the year. CarMax, Inc. (NYSE:KMX) is a used vehicle retailer headquartered in Richmond, Virginia. On July 29, 2026, CarMax, Inc. (NYSE:KMX) closed at $59.11 per share, reflecting a market capitalization of $8.39 billion. CarMax, Inc. (NYSE:KMX) posted a one-month return of 15.95%, while its shares gained 1.87% over the past 52 weeks.
Vulcan Value Partners stated the following regarding CarMax, Inc. (NYSE:KMX) in its Q2 2026 investor update:
"CarMax, Inc.'s (NYSE:KMX) stock performed well during the quarter. Fiscal 1Q 2027 (which ends in May) results were in line with management expectations and volumes continued to respond favorably to targeted investments in price. We are excited about the new CEO, Keith Barr, who was hired earlier this year. Our favorable impression of Keith dates back to his long successful tenure as CEO of InterContinental Hotels Group, another MVP company. With the stock price rising and our value stable, we took the opportunity to reallocate capital to more discounted names in the portfolio."
CarMax, Inc. (NYSE:KMX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge fund portfolios held CarMax, Inc. (NYSE:KMX) at the end of the first quarter, compared to 52 in the previous quarter. While we acknowledge the potential of CarMax, Inc. (NYSE:KMX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NYSE #value #partners #quarter
In its Q2 2026 investor letter, Vulcan Value Partners highlighted CarMax, Inc. (NYSE:KMX), which it exited during the year. CarMax, Inc. (NYSE:KMX) is a used vehicle retailer headquartered in Richmond, Virginia. On July 29, 2026, CarMax, Inc. (NYSE:KMX) closed at $59.11 per share, reflecting a market capitalization of $8.39 billion. CarMax, Inc. (NYSE:KMX) posted a one-month return of 15.95%, while its shares gained 1.87% over the past 52 weeks.
Vulcan Value Partners stated the following regarding CarMax, Inc. (NYSE:KMX) in its Q2 2026 investor update:
"CarMax, Inc.'s (NYSE:KMX) stock performed well during the quarter. Fiscal 1Q 2027 (which ends in May) results were in line with management expectations and volumes continued to respond favorably to targeted investments in price. We are excited about the new CEO, Keith Barr, who was hired earlier this year. Our favorable impression of Keith dates back to his long successful tenure as CEO of InterContinental Hotels Group, another MVP company. With the stock price rising and our value stable, we took the opportunity to reallocate capital to more discounted names in the portfolio."
CarMax, Inc. (NYSE:KMX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge fund portfolios held CarMax, Inc. (NYSE:KMX) at the end of the first quarter, compared to 52 in the previous quarter. While we acknowledge the potential of CarMax, Inc. (NYSE:KMX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NYSE #value #partners #quarter
21 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
21 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Veeva Systems Inc. (NYSE:VEEV), noting its inclusion in the firm's All-Cap strategy this quarter. Veeva Systems Inc. (NYSE:VEEV) is a technology company that provides a cloud-based software platform for the life sciences industry. On July 29, 2026, Veeva Systems Inc. (NYSE:VEEV) closed at $207.91 per share, reflecting a market capitalization of $33.77 billion. Veeva Systems Inc. (NYSE:VEEV) posted a one-month return of 7.87%, while its shares lost 26.84% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Veeva Systems Inc. (NYSE:VEEV) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc. (NYSE:VEEV), Equifax Inc., and ServiceNow Inc. Veeva is the dominant vertical market software system of record for the life sciences industry. Their customers rely on and trust Veeva to help them run their entire business. Everything from the development, regulatory approval, and manufacturing of drugs to the selling and marketing of drugs runs on Veeva's platform.
Veeva grew revenue and EBIT 16% and 24%, respectively in 2025 and it is off to a strong start in 2026. Despite these strong results, the stock is down close to 20% year to date through the end of June in sympathy with the rest of the application software sector.…." (Click here to read the full text)
#systems #veev #vulcan #quarter
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Veeva Systems Inc. (NYSE:VEEV), noting its inclusion in the firm's All-Cap strategy this quarter. Veeva Systems Inc. (NYSE:VEEV) is a technology company that provides a cloud-based software platform for the life sciences industry. On July 29, 2026, Veeva Systems Inc. (NYSE:VEEV) closed at $207.91 per share, reflecting a market capitalization of $33.77 billion. Veeva Systems Inc. (NYSE:VEEV) posted a one-month return of 7.87%, while its shares lost 26.84% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Veeva Systems Inc. (NYSE:VEEV) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc. (NYSE:VEEV), Equifax Inc., and ServiceNow Inc. Veeva is the dominant vertical market software system of record for the life sciences industry. Their customers rely on and trust Veeva to help them run their entire business. Everything from the development, regulatory approval, and manufacturing of drugs to the selling and marketing of drugs runs on Veeva's platform.
Veeva grew revenue and EBIT 16% and 24%, respectively in 2025 and it is off to a strong start in 2026. Despite these strong results, the stock is down close to 20% year to date through the end of June in sympathy with the rest of the application software sector.…." (Click here to read the full text)
#systems #veev #vulcan #quarter
21 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 29, 2026, SAP SE (NYSE:SAP) closed at $185.99 per share, reflecting a market capitalization of $214.67 billion. SAP SE (NYSE:SAP) posted a one-month return of 14.39%, while its shares lost 35.13% over the past 52 weeks.
Vulcan Value Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"SAP SE (NYSE:SAP) is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates. SAP's Q1 results were very strong, with total revenue up 12% and EBIT up 16%. Cloud revenue grew 27% and their cloud backlog grew 25%. They also repurchased €2.6B of stock in the quarter and maintained full-year guidance. Our value continues to grow and we believe its shares remain significantly discounted. We took advantage of stock price volatility to add to our position in SAP during the quarter."
SAP SE (NYSE:SAP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held SAP SE (NYSE:SAP) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of SAP SE (NYSE:SAP) 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.
#letter
In its Q2 2026 investor letter, Vulcan Value Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 29, 2026, SAP SE (NYSE:SAP) closed at $185.99 per share, reflecting a market capitalization of $214.67 billion. SAP SE (NYSE:SAP) posted a one-month return of 14.39%, while its shares lost 35.13% over the past 52 weeks.
Vulcan Value Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"SAP SE (NYSE:SAP) is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates. SAP's Q1 results were very strong, with total revenue up 12% and EBIT up 16%. Cloud revenue grew 27% and their cloud backlog grew 25%. They also repurchased €2.6B of stock in the quarter and maintained full-year guidance. Our value continues to grow and we believe its shares remain significantly discounted. We took advantage of stock price volatility to add to our position in SAP during the quarter."
SAP SE (NYSE:SAP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held SAP SE (NYSE:SAP) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of SAP SE (NYSE:SAP) 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.
#letter
21 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted PROG Holdings, Inc. (NYSE:PRG). Based in Draper, Utah, PROG Holdings, Inc. (NYSE:PRG) is a financial technology holding company. On July 29, 2026, PROG Holdings, Inc. (NYSE:PRG) closed at $42.78 per share, reflecting a market capitalization of $1.71 billion. PROG Holdings, Inc. (NYSE:PRG) posted a one-month return of -3.06%, while its shares gained 34.36% over the past 52 weeks.
Vulcan Value Partners stated the following regarding PROG Holdings, Inc. (NYSE:PRG) in its Q2 2026 investor update:
"PROG Holdings, Inc. (NYSE:PRG) provides lease-to-own financing to retailers and their non-prime customers. Its acquisition of Purchasing Power closed in the first quarter, which brings another attractive tool to the company's financing ecosystem. Additionally, the business, especially its buy now, pay later business, Four Technologies, has continued to execute well in a mixed environment."
PROG Holdings, Inc. (NYSE:PRG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held PROG Holdings, Inc. (NYSE:PRG) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of PROG Holdings, Inc. (NYSE:PRG) 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.
#prog #NYSE
In its Q2 2026 investor letter, Vulcan Value Partners highlighted PROG Holdings, Inc. (NYSE:PRG). Based in Draper, Utah, PROG Holdings, Inc. (NYSE:PRG) is a financial technology holding company. On July 29, 2026, PROG Holdings, Inc. (NYSE:PRG) closed at $42.78 per share, reflecting a market capitalization of $1.71 billion. PROG Holdings, Inc. (NYSE:PRG) posted a one-month return of -3.06%, while its shares gained 34.36% over the past 52 weeks.
Vulcan Value Partners stated the following regarding PROG Holdings, Inc. (NYSE:PRG) in its Q2 2026 investor update:
"PROG Holdings, Inc. (NYSE:PRG) provides lease-to-own financing to retailers and their non-prime customers. Its acquisition of Purchasing Power closed in the first quarter, which brings another attractive tool to the company's financing ecosystem. Additionally, the business, especially its buy now, pay later business, Four Technologies, has continued to execute well in a mixed environment."
PROG Holdings, Inc. (NYSE:PRG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held PROG Holdings, Inc. (NYSE:PRG) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of PROG Holdings, Inc. (NYSE:PRG) 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.
#prog #NYSE
22 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Badger Meter, Inc. (NYSE:BMI), a recent addition to the firm's small‑cap strategy. Badger Meter, Inc. (NYSE:BMI) is a US-based flow measurement, quality, control, and communication solutions company with a strong focus on Utility water smart metering solutions and software technologies. On July 29, 2026, Badger Meter, Inc. (NYSE:BMI) closed at $133.54 per share, reflecting a market capitalization of $3.87 billion. Badger Meter, Inc. (NYSE:BMI) posted a one-month return of -8.61%, while its shares lost 29.38% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Badger Meter, Inc. (NYSE:BMI) in its Q2 2026 investor update:
"We purchased Badger Meter, Inc. (NYSE:BMI) and TPG Inc. during the quarter. Badger Meter is the only pure-play, publicly traded manufacturer of water meters in North America. More than 120 years old, the company now supports over 50,000 water utilities across the country. It is one of three players that have controlled roughly 85% of the North American water meter market for decades. Water meters are essential tools for water utilities in generating revenue. If meter readings are outdated or inaccurate, the utility risks losing revenue by underbilling end customers. Given the cost of failure is high, it comes as no surprise that 85% of Badger Meter's revenue is derived from replacement demand. In addition to stable unit volume growth over the long term, Badger Meter has and will continue to benefit from positive mix benefits tied to its advanced metering infrastructure and ***** ociated software offering, both of which carry higher margins. Despite slowing industry growth due to difficult post-Covid comparisons, we expect operating performance to improve as the company executes against its strong pipeline of opportunities over the coming years. Badger Meter has a long history of profitable growth, is supported by a net cash balance sheet, and is led by a management team compensated on metrics such as FCF conversion and returns on invested capital. After many years of watching the company's success from afar, we
In its Q2 2026 investor letter, Vulcan Value Partners highlighted Badger Meter, Inc. (NYSE:BMI), a recent addition to the firm's small‑cap strategy. Badger Meter, Inc. (NYSE:BMI) is a US-based flow measurement, quality, control, and communication solutions company with a strong focus on Utility water smart metering solutions and software technologies. On July 29, 2026, Badger Meter, Inc. (NYSE:BMI) closed at $133.54 per share, reflecting a market capitalization of $3.87 billion. Badger Meter, Inc. (NYSE:BMI) posted a one-month return of -8.61%, while its shares lost 29.38% over the past 52 weeks.
Vulcan Value Partners stated the following regarding Badger Meter, Inc. (NYSE:BMI) in its Q2 2026 investor update:
"We purchased Badger Meter, Inc. (NYSE:BMI) and TPG Inc. during the quarter. Badger Meter is the only pure-play, publicly traded manufacturer of water meters in North America. More than 120 years old, the company now supports over 50,000 water utilities across the country. It is one of three players that have controlled roughly 85% of the North American water meter market for decades. Water meters are essential tools for water utilities in generating revenue. If meter readings are outdated or inaccurate, the utility risks losing revenue by underbilling end customers. Given the cost of failure is high, it comes as no surprise that 85% of Badger Meter's revenue is derived from replacement demand. In addition to stable unit volume growth over the long term, Badger Meter has and will continue to benefit from positive mix benefits tied to its advanced metering infrastructure and ***** ociated software offering, both of which carry higher margins. Despite slowing industry growth due to difficult post-Covid comparisons, we expect operating performance to improve as the company executes against its strong pipeline of opportunities over the coming years. Badger Meter has a long history of profitable growth, is supported by a net cash balance sheet, and is led by a management team compensated on metrics such as FCF conversion and returns on invested capital. After many years of watching the company's success from afar, we
1 day ago
A health coach tested four fitness wearables to compare data on sleep, steps, and recovery.
Each brand had pros and cons, but one stood out as reliable and good value.
He said to be wary when wearables overwhelm you with data but don't help you change any habits.
Every morning for two weeks, health and performance coach Dan Go woke up and checked his fitness wearable. And then checked again. And again. And again.
Go, 46, was wearing four different devices at once, his latest self-experiment to find optimal strategies for health and fitness.
#wearables #data #every
Each brand had pros and cons, but one stood out as reliable and good value.
He said to be wary when wearables overwhelm you with data but don't help you change any habits.
Every morning for two weeks, health and performance coach Dan Go woke up and checked his fitness wearable. And then checked again. And again. And again.
Go, 46, was wearing four different devices at once, his latest self-experiment to find optimal strategies for health and fitness.
#wearables #data #every
2 days ago
The Brooklyn Nets have developed their teams through a number of strategies over the decades, and their front office has put together considerable success through the NBA draft. Many of the franchise's best players have joined the Nets either by being selected directly in the annual draft or through trades made on that day.
Moreover, it is not only the star players who have been acquired by the Nets through the draft. Several prominent alumni have been selected by the team each offseason during this annual event, with certain colleges being more prominently represented than others. An ****** ysis of the players from different schools reveals that both prestigious programs and smaller institutions have contributed top talent to the Nets' roster over the years.
So without further ado, let's take a look at every player who has been drafted by the Nets out of Ratiopharm Ulm.
Draft year and position: 1st round (26th pick, 26th overall), 2025 NBA Draft
Seasons at Ratiopharm Ulm: 1
#selected #many
Moreover, it is not only the star players who have been acquired by the Nets through the draft. Several prominent alumni have been selected by the team each offseason during this annual event, with certain colleges being more prominently represented than others. An ****** ysis of the players from different schools reveals that both prestigious programs and smaller institutions have contributed top talent to the Nets' roster over the years.
So without further ado, let's take a look at every player who has been drafted by the Nets out of Ratiopharm Ulm.
Draft year and position: 1st round (26th pick, 26th overall), 2025 NBA Draft
Seasons at Ratiopharm Ulm: 1
#selected #many
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.
Broad-based volume growth of 6% was driven by resilient demand in Life Sciences and Personal Care, alongside market share gains in Specialty Additives.
The 'Innovate' and 'Globalize' strategies have already met or exceeded full-year targets, shifting the portfolio toward higher-value, differentiated applications.
Profitability was constrained by lower production rates and equipment failures earlier in the year, particularly at the Calvert City and Hopewell facilities.
Pricing actions improved by 300 basis points sequentially, successfully offsetting raw material and freight inflation while maintaining customer relationships.
#tell #life #care
Broad-based volume growth of 6% was driven by resilient demand in Life Sciences and Personal Care, alongside market share gains in Specialty Additives.
The 'Innovate' and 'Globalize' strategies have already met or exceeded full-year targets, shifting the portfolio toward higher-value, differentiated applications.
Profitability was constrained by lower production rates and equipment failures earlier in the year, particularly at the Calvert City and Hopewell facilities.
Pricing actions improved by 300 basis points sequentially, successfully offsetting raw material and freight inflation while maintaining customer relationships.
#tell #life #care
2 days ago
Cascading risks linked to the highly volatile geopolitical landscape are driving demand for insurance products that safeguard day-to-day business operations, according to a GlobalData poll. Meanwhile, the availability of insurance products to protect against such impacts remains compromised as insurers struggle to adapt to the rapidly changing risk landscape.
According to a poll conducted by GlobalData on Verdict Media sites in Q2 2026 —which garnered 107 responses from industry insiders—supply chain insurance (41.1%) is the product set to see the highest demand due to geopolitical tensions. The second most sought-after product is cyber insurance, commanding 20.6% of responses.
Businesses overwhelmingly view the fallout of geopolitical tensions through the lens of indirect operational disruption, seeking products that safeguard daily commercial operations. In contrast, demand for specialist transport and direct **** et protection is lower. This highlights that organisations are deeply concerned about trade route blockages, state-sponsored cyberattacks, and collateral revenue losses that can have a cascading effect on operations, thus threatening day-to-day business continuity.
Ongoing conflicts in the Middle East and Eastern Europe are creating specific trade bottlenecks such as in the Suez Canal and Strait of Hormuz, leading to widespread shipping reroutes, while alternative maritime corridors are emerging. Meanwhile, the US's shift toward economic nationalism—marked by sudden tariff hikes, export restrictions, and sanctions—is pressuring international trade supply networks.
Although demand exists, paradoxically, insurance capacity is compromised as many insurers pull products from the market fearing that the risks are unquantifiable. This highlights a key challenge for the industry, whereby only insurers with the most risk appetite are willing to adapt their underwriting strategies and product offerings. This requires providers to tighten policy wordings and exclusions around tariffs and sanctions, as well as stress-test products to avoid catastrophic losses from a single event. In addition, real-time geospatial tracking is gradually gaining traction for more accurately **** sing risks and improving underwriting.
#products #demand #risks #geopolitical
According to a poll conducted by GlobalData on Verdict Media sites in Q2 2026 —which garnered 107 responses from industry insiders—supply chain insurance (41.1%) is the product set to see the highest demand due to geopolitical tensions. The second most sought-after product is cyber insurance, commanding 20.6% of responses.
Businesses overwhelmingly view the fallout of geopolitical tensions through the lens of indirect operational disruption, seeking products that safeguard daily commercial operations. In contrast, demand for specialist transport and direct **** et protection is lower. This highlights that organisations are deeply concerned about trade route blockages, state-sponsored cyberattacks, and collateral revenue losses that can have a cascading effect on operations, thus threatening day-to-day business continuity.
Ongoing conflicts in the Middle East and Eastern Europe are creating specific trade bottlenecks such as in the Suez Canal and Strait of Hormuz, leading to widespread shipping reroutes, while alternative maritime corridors are emerging. Meanwhile, the US's shift toward economic nationalism—marked by sudden tariff hikes, export restrictions, and sanctions—is pressuring international trade supply networks.
Although demand exists, paradoxically, insurance capacity is compromised as many insurers pull products from the market fearing that the risks are unquantifiable. This highlights a key challenge for the industry, whereby only insurers with the most risk appetite are willing to adapt their underwriting strategies and product offerings. This requires providers to tighten policy wordings and exclusions around tariffs and sanctions, as well as stress-test products to avoid catastrophic losses from a single event. In addition, real-time geospatial tracking is gradually gaining traction for more accurately **** sing risks and improving underwriting.
#products #demand #risks #geopolitical
3 days ago
LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first half of 2026, the LVS Event-Driven Portfolio appreciated 4.6% (net), and the LVS Levered Event-Driven Portfolio gained 6.5% (net) while the LVS Growth Portfolio declined 4.2% (net). The first two portfolios outperformed, while the latter lagged. However, the firm believes that all three strategies are poised for improved performance. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, LVS Advisory highlighted Vistance Networks, Inc. (NASDAQ:VISN). Vistance Networks, Inc. (NASDAQ:VISN) is a global provider of infrastructure solutions for communications, data center, and entertainment networks. On July 27, 2026, Vistance Networks, Inc. (NASDAQ:VISN) closed at $11.85 per share, reflecting a market capitalization of $2.67 billion. Vistance Networks, Inc. (NASDAQ:VISN) posted a one-month return of -7.95%, while its shares gained 38.79% over the past 52 weeks.
LVS Advisory stated the following regarding Vistance Networks, Inc. (NASDAQ:VISN) in its Q2 2026 investor update:
"Vistance Networks, Inc. (NASDAQ:VISN) is a busted roll-up in the telecom infrastructure industry. Formerly known as CommScope, the company sold cables, wires, fiber equipment, and wireless networking systems to data centers, internet service providers, and corporate campuses.
For years, the company employed an aggressive acquisition strategy to roll up the legacy cable and copper wire industry in an effort to become the leading end-to-end provider of wired and wireless communications. Vistance took on an enormous amount of debt to complete the $3 billion acquisition of BNS from TE Connectivity in 2015 and later the $7 billion acquisition of Arris in 2019. At its peak, the company had accumulated a total of $10.5 billion of debt with a net leverage ratio of 7.1x. The debt load became unsustainable, and the stock collapsed from The board ran a sale process in 2025 in a last-ditch effort to save the company from bankruptcy. This resulted in a series of **** et sales that paid down debt and returned capital to shareholders…" (Click here to read the full text)
#NASDAQ #billion #company
In its Q2 2026 investor letter, LVS Advisory highlighted Vistance Networks, Inc. (NASDAQ:VISN). Vistance Networks, Inc. (NASDAQ:VISN) is a global provider of infrastructure solutions for communications, data center, and entertainment networks. On July 27, 2026, Vistance Networks, Inc. (NASDAQ:VISN) closed at $11.85 per share, reflecting a market capitalization of $2.67 billion. Vistance Networks, Inc. (NASDAQ:VISN) posted a one-month return of -7.95%, while its shares gained 38.79% over the past 52 weeks.
LVS Advisory stated the following regarding Vistance Networks, Inc. (NASDAQ:VISN) in its Q2 2026 investor update:
"Vistance Networks, Inc. (NASDAQ:VISN) is a busted roll-up in the telecom infrastructure industry. Formerly known as CommScope, the company sold cables, wires, fiber equipment, and wireless networking systems to data centers, internet service providers, and corporate campuses.
For years, the company employed an aggressive acquisition strategy to roll up the legacy cable and copper wire industry in an effort to become the leading end-to-end provider of wired and wireless communications. Vistance took on an enormous amount of debt to complete the $3 billion acquisition of BNS from TE Connectivity in 2015 and later the $7 billion acquisition of Arris in 2019. At its peak, the company had accumulated a total of $10.5 billion of debt with a net leverage ratio of 7.1x. The debt load became unsustainable, and the stock collapsed from The board ran a sale process in 2025 in a last-ditch effort to save the company from bankruptcy. This resulted in a series of **** et sales that paid down debt and returned capital to shareholders…" (Click here to read the full text)
#NASDAQ #billion #company
3 days ago
By Anirban Sen
NEW YORK, July 28 (Reuters) - Global hedge funds are on track for another blockbuster year, as they look to surpass their returns from 2025 after an artificial intelligence boom buoyed first-half performance for money managers across most investment strategies, according to a Goldman Sachs note sent to clients that was seen by Reuters.
During the first six months of this year, hedge funds returned an average of 7%, well above the 10-year average of 4.1%, according to the Goldman report. Those returns have been exceeded only twice, during the COVID years of 2020 and 2021, when market volatility boosted returns for fund managers. It marks the sixth consecutive half-year period in which hedge fund returns exceeded their long-term average.
"Hedge funds broadly have successfully pivoted through the AI complex in the last few years, adeptly shifting exposures through the 'picks and shovels' of the AI boom, moving from semis, to power & data centers, and in the last 12 months decisively towards memory stocks," Goldman wrote.
Demand from allocators, or investors who back hedge funds, has also surged during this year, amid a broadening flow of capital into the industry.
#half
NEW YORK, July 28 (Reuters) - Global hedge funds are on track for another blockbuster year, as they look to surpass their returns from 2025 after an artificial intelligence boom buoyed first-half performance for money managers across most investment strategies, according to a Goldman Sachs note sent to clients that was seen by Reuters.
During the first six months of this year, hedge funds returned an average of 7%, well above the 10-year average of 4.1%, according to the Goldman report. Those returns have been exceeded only twice, during the COVID years of 2020 and 2021, when market volatility boosted returns for fund managers. It marks the sixth consecutive half-year period in which hedge fund returns exceeded their long-term average.
"Hedge funds broadly have successfully pivoted through the AI complex in the last few years, adeptly shifting exposures through the 'picks and shovels' of the AI boom, moving from semis, to power & data centers, and in the last 12 months decisively towards memory stocks," Goldman wrote.
Demand from allocators, or investors who back hedge funds, has also surged during this year, amid a broadening flow of capital into the industry.
#half
3 days ago
Fantasy football draft season is upon us! Whether you're new to fantasy or have been playing for years, ******* yst Joel Smyth brings useful strategies that will help you this season. From No. 1 being the simplest to No. 10 being the most advanced, here are 10 tips to help you win your fantasy drafts.
This may be the simplest tip, but it is also the most important. Fantasy football has blossomed over the years and now comes in all shapes and sizes, and it's extremely important you know what shape and size your draft is. The difference between a Superflex 10-team league and a half-PPR 14-team league is night and day — more on scoring here. Find out every possible detail, how many teams are in the playoffs, how many starting spots per team, even what week your fantasy championship will be, and research from there.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
It may be fun to draft a kicker in the 10th round, but it isn't very profitable. Fantasy is already unpredictable, and when it comes to these two positions, not only does that remain true, but there are endless options and the tiniest of edge to work for. Last season, the No. 1 fantasy defense was only a couple points better than the 12th-ranked team, and that 12th-ranked team went on to outscore the top team by a mile in the fantasy playoffs. Don't buy your lottery tickets early if the odds are the same later on.
It's tempting when you see four straight receivers being drafted in front of you to follow suit. For the most part, you shouldn't. If you love a player, or truly believe the tier continues, go for it; otherwise, panic usually leads to loss of value. Rather than getting the lowest of a position to follow the herd, taking the best player available elsewhere naturally leads to more overall value. If quarterbacks are flying early, be patient, and capitalize on the value at other positions while people reach for others.
#Football #value #simplest
This may be the simplest tip, but it is also the most important. Fantasy football has blossomed over the years and now comes in all shapes and sizes, and it's extremely important you know what shape and size your draft is. The difference between a Superflex 10-team league and a half-PPR 14-team league is night and day — more on scoring here. Find out every possible detail, how many teams are in the playoffs, how many starting spots per team, even what week your fantasy championship will be, and research from there.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
It may be fun to draft a kicker in the 10th round, but it isn't very profitable. Fantasy is already unpredictable, and when it comes to these two positions, not only does that remain true, but there are endless options and the tiniest of edge to work for. Last season, the No. 1 fantasy defense was only a couple points better than the 12th-ranked team, and that 12th-ranked team went on to outscore the top team by a mile in the fantasy playoffs. Don't buy your lottery tickets early if the odds are the same later on.
It's tempting when you see four straight receivers being drafted in front of you to follow suit. For the most part, you shouldn't. If you love a player, or truly believe the tier continues, go for it; otherwise, panic usually leads to loss of value. Rather than getting the lowest of a position to follow the herd, taking the best player available elsewhere naturally leads to more overall value. If quarterbacks are flying early, be patient, and capitalize on the value at other positions while people reach for others.
#Football #value #simplest
4 days ago
It was a wild and winding coaching search at Penn State last season, but it ended up with one of the most quietly successful coaches in college football in Iowa State's Matt Campbell.
The Nittany Lions made the somewhat surprising decision to fire coach James Franklin less than a year removed from a trip to the College Football Playoff semifinal, and Campbell, the winningest coach in Cyclones history, faces immediate expectations of success.
Though the pressure may be a bit higher in Happy Valley than it is in Ames, Campbell isn't changing the strategy that worked so well for him at Iowa State, where he won 11 games in 2024 and reached the Big 12 Championship Game twice.
"I'm not wavering," Campbell said at Big Ten media days, per ESPN. "I think the misnomer has been (it's) not about results. The reality is, we have chosen to focus on the process and the people, aligning those two things as good or better than anybody to be the best we truly can be, and I think it's really why we got the results at Iowa State, and I don't know any other way."
The attempt to maintain the same systems and strategies will be easier because the Nittany Lions added many of Campbell's former Iowa State players via the transfer portal — 24 of them, to be exact, headlined by quarterback Rocco Becht.
#college #results
The Nittany Lions made the somewhat surprising decision to fire coach James Franklin less than a year removed from a trip to the College Football Playoff semifinal, and Campbell, the winningest coach in Cyclones history, faces immediate expectations of success.
Though the pressure may be a bit higher in Happy Valley than it is in Ames, Campbell isn't changing the strategy that worked so well for him at Iowa State, where he won 11 games in 2024 and reached the Big 12 Championship Game twice.
"I'm not wavering," Campbell said at Big Ten media days, per ESPN. "I think the misnomer has been (it's) not about results. The reality is, we have chosen to focus on the process and the people, aligning those two things as good or better than anybody to be the best we truly can be, and I think it's really why we got the results at Iowa State, and I don't know any other way."
The attempt to maintain the same systems and strategies will be easier because the Nittany Lions added many of Campbell's former Iowa State players via the transfer portal — 24 of them, to be exact, headlined by quarterback Rocco Becht.
#college #results
4 days ago
England international? Tick. Premier League winner? Tick. At least 35 years old? Erm, tick that too. Chelsea's transfer policy has taken a surprising turn this summer, ripped up and rewritten, and it's led the club to the doors of Jordan Henderson and Danny Welbeck.
Chelsea are working on deals to add both to Xabi Alonso's squad in time for the start of the new season. They have also missed out on other experienced targets such as John Stones, 32, who is set for a move to Inter Milan, and Granit Xhaka, 33, who Sunderland are determined to keep as captain.
It is a stunning departure from one of the most aggressive youth-focused transfer strategies in Premier League history, which has brought waves of potential to Stamford Bridge replete with lavish decade-long contracts. BlueCo have been dogmatic, signing only one player over 25 – defender Tosin Adarabioyo – since the summer of 2023. Last season, Chelsea signed 10 players ranging in age from 18 (Estevao, Kendry Paez) to 23 (Joao Pedro).
Danny Welbeck could be heading to Stamford Bridge (Getty)
It would be wrong to say the transfer policy has been completely flawed. Nurturing young talent and investing in sellable ******* ets is the modus operandi of many well-run clubs. Cole Palmer and Moises Caicedo were youthful signings, as were Enzo Fernandez and Wesley Fofana. Estevao and Joao Pedro had excellent debut seasons in an underwhelming Chelsea team.
#transfer #danny #bridge #estevao
Chelsea are working on deals to add both to Xabi Alonso's squad in time for the start of the new season. They have also missed out on other experienced targets such as John Stones, 32, who is set for a move to Inter Milan, and Granit Xhaka, 33, who Sunderland are determined to keep as captain.
It is a stunning departure from one of the most aggressive youth-focused transfer strategies in Premier League history, which has brought waves of potential to Stamford Bridge replete with lavish decade-long contracts. BlueCo have been dogmatic, signing only one player over 25 – defender Tosin Adarabioyo – since the summer of 2023. Last season, Chelsea signed 10 players ranging in age from 18 (Estevao, Kendry Paez) to 23 (Joao Pedro).
Danny Welbeck could be heading to Stamford Bridge (Getty)
It would be wrong to say the transfer policy has been completely flawed. Nurturing young talent and investing in sellable ******* ets is the modus operandi of many well-run clubs. Cole Palmer and Moises Caicedo were youthful signings, as were Enzo Fernandez and Wesley Fofana. Estevao and Joao Pedro had excellent debut seasons in an underwhelming Chelsea team.
#transfer #danny #bridge #estevao
7 days ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ****** ysis delivered straight to their inbox with the free CRE Daily newsletter.
Bank OZK reduced real estate loans to 47% of its portfolio in Q2 2026, from 52% in Q1.
CRE charge-offs and nonperforming ****** ets climbed, with foreclosures concentrated in office and life sciences.
Major competitors like Goldman Sachs and Bank of America expanded their CRE lending, diverging from OZK's pullback.
Bank OZK is taking a defensive stance on commercial real estate. According to Bisnow, the Arkansas-based lender trimmed the share of real estate loans in its total portfolio to 47% in Q2 2026—down markedly from 52% the quarter prior, and now trending well below its historical average. This reduction aligns with a plan outlined by the bank in December to shed nonperforming real estate ****** ets, even as lending peers broaden their exposure. The cautious approach stands in stark contrast to strategies at other national banks, many of which are stepping up CRE lending amid renewed market optimism and a resurgence in certain ****** et classes.
#real #bank #market
Bank OZK reduced real estate loans to 47% of its portfolio in Q2 2026, from 52% in Q1.
CRE charge-offs and nonperforming ****** ets climbed, with foreclosures concentrated in office and life sciences.
Major competitors like Goldman Sachs and Bank of America expanded their CRE lending, diverging from OZK's pullback.
Bank OZK is taking a defensive stance on commercial real estate. According to Bisnow, the Arkansas-based lender trimmed the share of real estate loans in its total portfolio to 47% in Q2 2026—down markedly from 52% the quarter prior, and now trending well below its historical average. This reduction aligns with a plan outlined by the bank in December to shed nonperforming real estate ****** ets, even as lending peers broaden their exposure. The cautious approach stands in stark contrast to strategies at other national banks, many of which are stepping up CRE lending amid renewed market optimism and a resurgence in certain ****** et classes.
#real #bank #market
7 days ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry **** ysis delivered straight to their inbox with the free CRE Daily newsletter.
New draft EB-5 regulations propose significant limits on the use of bridge financing for qualifying investments.
Stricter job creation standards and full-capital deployment requirements could upend common practices for both investors and regional centers.
The rule changes risk slowing EB-5 project pipelines and may tighten the program in ways that reshape real estate funding strategies nationwide.
For the first time since 2022, the EB-5 immigrant investor program is facing a major regulatory overhaul. According to Bisnow, the Department of Homeland Security released a draft of updated EB-5 rules on July 2, introducing proposals that could sharply curtail the use of bridge financing—a pillar of many real estate deals reliant on foreign capital.
#estate #financing
New draft EB-5 regulations propose significant limits on the use of bridge financing for qualifying investments.
Stricter job creation standards and full-capital deployment requirements could upend common practices for both investors and regional centers.
The rule changes risk slowing EB-5 project pipelines and may tighten the program in ways that reshape real estate funding strategies nationwide.
For the first time since 2022, the EB-5 immigrant investor program is facing a major regulatory overhaul. According to Bisnow, the Department of Homeland Security released a draft of updated EB-5 rules on July 2, introducing proposals that could sharply curtail the use of bridge financing—a pillar of many real estate deals reliant on foreign capital.
#estate #financing
7 days ago
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Remember when gas was under $4 a gallon and you could take the family out to eat without taking out a second mortgage? Ahhh, those were the days.
As the cost of living rises, everyday expenses are eating into retirement savings. Americans currently participating in workplace retirement plans anticipate needing $1.2 million on average to retire comfortably, according to a Schroders survey released this month. However, just 30% believe they will reach $1 million due in large part to rising costs, debt and competing expenses. In fact, a third of those surveyed said they have more credit card debt than retirement savings. There are also signs that wealthier clients are feeling the squeeze. It's a great chance for advisors to help clients prioritize spending to stay on track for retirement without overextending their resources today.
"While many are still contributing to retirement, they're finding it harder to increase their savings each year," said Nathan Sebesta, an advisor at Access Wealth Strategies. "Retirement savings shouldn't simply be what's left over at the end of the month. It should be treated like any other essential bill."
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
#savings #without #cost
Remember when gas was under $4 a gallon and you could take the family out to eat without taking out a second mortgage? Ahhh, those were the days.
As the cost of living rises, everyday expenses are eating into retirement savings. Americans currently participating in workplace retirement plans anticipate needing $1.2 million on average to retire comfortably, according to a Schroders survey released this month. However, just 30% believe they will reach $1 million due in large part to rising costs, debt and competing expenses. In fact, a third of those surveyed said they have more credit card debt than retirement savings. There are also signs that wealthier clients are feeling the squeeze. It's a great chance for advisors to help clients prioritize spending to stay on track for retirement without overextending their resources today.
"While many are still contributing to retirement, they're finding it harder to increase their savings each year," said Nathan Sebesta, an advisor at Access Wealth Strategies. "Retirement savings shouldn't simply be what's left over at the end of the month. It should be treated like any other essential bill."
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
#savings #without #cost
8 days ago
VYM's high-yield strategy leads VIG 13% to 9% in 2026 year-to-date returns, but dividend growth ETFs have historically delivered stronger long-term total returns.
A high dividend yield often signals slower earnings growth or a declining share price, sacrificing future capital appreciation for current income.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Many income investors ***** ume that the highest-yielding dividend ETF is automatically the better investment. However, that has not necessarily been the case in 2026. While high-yield strategies continue to attract investors seeking immediate income, dividend growth ETFs have historically delivered stronger long-term total returns by investing in companies with growing earnings, rising dividends, and high-quality fundamentals.
Two of the most popular ETFs representing these approaches are the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) and the Vanguard High Dividend Yield ETF (NYSEARCA: VYM). VIG prioritizes companies with long records of increasing dividends, while VYM focuses on stocks offering above-average current yields. For investors deciding between dividend growth vs. high yield, understanding the trade-offs between these two strategies may be more important than simply chasing the highest payout.
#etfs #returns #income #vanguard
A high dividend yield often signals slower earnings growth or a declining share price, sacrificing future capital appreciation for current income.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Many income investors ***** ume that the highest-yielding dividend ETF is automatically the better investment. However, that has not necessarily been the case in 2026. While high-yield strategies continue to attract investors seeking immediate income, dividend growth ETFs have historically delivered stronger long-term total returns by investing in companies with growing earnings, rising dividends, and high-quality fundamentals.
Two of the most popular ETFs representing these approaches are the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) and the Vanguard High Dividend Yield ETF (NYSEARCA: VYM). VIG prioritizes companies with long records of increasing dividends, while VYM focuses on stocks offering above-average current yields. For investors deciding between dividend growth vs. high yield, understanding the trade-offs between these two strategies may be more important than simply chasing the highest payout.
#etfs #returns #income #vanguard
8 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
If you're looking for a relatively safe and steady way to grow your cash, consider a CD or bond ladder. These two strategies are designed to manage interest rate risk and provide periodic access to your cash.
But which option is better for your goals? Learn what CD ladders and bond ladders are, the key differences between them, and how to decide which one you should choose.
A CD ladder is a strategy in which you spread your money across multiple certificates of deposit (CDs) with staggered maturity dates. As each CD matures, you get access to a portion of your cash over time instead of waiting for a singular maturity date to access all of your funds at once.
This strategy can help mitigate risk by giving you the recurring opportunity to either renew individual CDs or withdraw your cash. It also lets you take advantage of whichever CD term is offering the best interest rate.
#bond
If you're looking for a relatively safe and steady way to grow your cash, consider a CD or bond ladder. These two strategies are designed to manage interest rate risk and provide periodic access to your cash.
But which option is better for your goals? Learn what CD ladders and bond ladders are, the key differences between them, and how to decide which one you should choose.
A CD ladder is a strategy in which you spread your money across multiple certificates of deposit (CDs) with staggered maturity dates. As each CD matures, you get access to a portion of your cash over time instead of waiting for a singular maturity date to access all of your funds at once.
This strategy can help mitigate risk by giving you the recurring opportunity to either renew individual CDs or withdraw your cash. It also lets you take advantage of whichever CD term is offering the best interest rate.
#bond
8 days ago
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Maybe one size really can fit all.
As financial and investment advisors face rising client loads and portfolio complexity, the challenge is no longer simply building portfolios, but turning them into consistent and customized strategies. That's leading some advisors to take another look at model portfolios. Sometimes models have been dismissed as commoditized, one-size-fits-all solutions, but as the wealth industry has evolved, so too have model portfolios. Rather than forcing every client into the same allocation, today's products are dynamic, outcome-oriented frameworks that help RIAs implement their best thinking more consistently.
By providing a repeatable foundation for portfolio construction, they can reduce ad hoc decision-making, improve communication around portfolio changes and create greater flexibility to accommodate client-specific preferences and circumstances. We've heard it before, but the result is that advisors can spend less time manually building portfolios and more time delivering the advice clients increasingly value.
But not every customization is right for every client, and advisors need to serve as gatekeepers to ensure that adjustments are creating value rather than simply introducing additional complexity, implementation burdens and costs.
#client #Portfolio #rather #simply
Maybe one size really can fit all.
As financial and investment advisors face rising client loads and portfolio complexity, the challenge is no longer simply building portfolios, but turning them into consistent and customized strategies. That's leading some advisors to take another look at model portfolios. Sometimes models have been dismissed as commoditized, one-size-fits-all solutions, but as the wealth industry has evolved, so too have model portfolios. Rather than forcing every client into the same allocation, today's products are dynamic, outcome-oriented frameworks that help RIAs implement their best thinking more consistently.
By providing a repeatable foundation for portfolio construction, they can reduce ad hoc decision-making, improve communication around portfolio changes and create greater flexibility to accommodate client-specific preferences and circumstances. We've heard it before, but the result is that advisors can spend less time manually building portfolios and more time delivering the advice clients increasingly value.
But not every customization is right for every client, and advisors need to serve as gatekeepers to ensure that adjustments are creating value rather than simply introducing additional complexity, implementation burdens and costs.
#client #Portfolio #rather #simply
9 days ago
Grassroots sports clubs across Shropshire say they are struggling to keep their pitches alive because of the hot, dry weather.
Telford Hornets Rugby Club are one of many who said the pitches they play on are dying because spending to irrigate would cost them thousands of pounds, money which they do not have.
Since 15 June, most of England has recorded less than 10mm of rain, which has meant many clubs are praying for a sustained downpour.
The club's chairman, Neil Thomas, said they have had to learn strategies to keep their pitches in as good condition as possible, so they can continue playing on them.
As many sport teams return from their off-season, players are faced with the prospect of playing on hardened pitches, which physiotherapists say increase the chances of soft tissue injuries.
#many #keep #telford #Rugby
Telford Hornets Rugby Club are one of many who said the pitches they play on are dying because spending to irrigate would cost them thousands of pounds, money which they do not have.
Since 15 June, most of England has recorded less than 10mm of rain, which has meant many clubs are praying for a sustained downpour.
The club's chairman, Neil Thomas, said they have had to learn strategies to keep their pitches in as good condition as possible, so they can continue playing on them.
As many sport teams return from their off-season, players are faced with the prospect of playing on hardened pitches, which physiotherapists say increase the chances of soft tissue injuries.
#many #keep #telford #Rugby
9 days ago
This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter.
With no sign of innovation in payments slowing down, five podcasts below might help listeners keep up on the latest trends in payments and provide insights to fine tune plans for 2027.
Already in the first half of this year, stablecoins took a big step toward becoming a mainstream payment option, payments providers advanced their artificial intelligence strategies and cybersecurity firms pursued stronger data security tools to thwart criminals.
While most of the podcasts reviewed below avoid sponsored content, some of those commercials do show up, usually with disclosures.
For the rest of the summer, maybe you want to ditch a book and take one of these five payments industry podcasts to the beach instead.
#payments
With no sign of innovation in payments slowing down, five podcasts below might help listeners keep up on the latest trends in payments and provide insights to fine tune plans for 2027.
Already in the first half of this year, stablecoins took a big step toward becoming a mainstream payment option, payments providers advanced their artificial intelligence strategies and cybersecurity firms pursued stronger data security tools to thwart criminals.
While most of the podcasts reviewed below avoid sponsored content, some of those commercials do show up, usually with disclosures.
For the rest of the summer, maybe you want to ditch a book and take one of these five payments industry podcasts to the beach instead.
#payments
9 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ******* sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is a leading online commerce platform in Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On July 21, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,822.65 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was 8.47%, and its shares lost 24.82% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $92.4 billion.
City Different Investments stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor update:
"MercadoLibre, Inc. (NASDAQ:MELI), the leading e-commerce and fintech company in Latin America, also declined. Investors fret over its heavy investment spending and potential disruption from AI, but the business marches on. You can read our ******* sment of this "MercadoLibre Paradox" in our recent blog post."
MercadoLibre, Inc. (NASDAQ:MELI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 102 hedge fund portfolios held MercadoLibre, Inc. (NASDAQ:MELI) at the end of the first quarter, compared to 113 in the previous quarter. While we acknowledge the potential of MercadoLibre, Inc. (NASDAQ:MELI) 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.
#NASDAQ #meli #investment
In its Q2 2026 investor letter, City Different Investments highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is a leading online commerce platform in Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On July 21, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,822.65 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was 8.47%, and its shares lost 24.82% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $92.4 billion.
City Different Investments stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor update:
"MercadoLibre, Inc. (NASDAQ:MELI), the leading e-commerce and fintech company in Latin America, also declined. Investors fret over its heavy investment spending and potential disruption from AI, but the business marches on. You can read our ******* sment of this "MercadoLibre Paradox" in our recent blog post."
MercadoLibre, Inc. (NASDAQ:MELI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 102 hedge fund portfolios held MercadoLibre, Inc. (NASDAQ:MELI) at the end of the first quarter, compared to 113 in the previous quarter. While we acknowledge the potential of MercadoLibre, Inc. (NASDAQ:MELI) 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.
#NASDAQ #meli #investment
9 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental **** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted Tidewater Inc. (NYSE:TDW). Tidewater Inc. (NYSE:TDW) provides offshore support vessels and marine support services to the offshore energy industry. On July 21, 2026, Tidewater Inc. (NYSE:TDW) closed at $78.09 per share, reflecting a market capitalization of $3.88 billion. Tidewater Inc. (NYSE:TDW) posted a one-month return of -7.14%, while its shares gained 35.75% over the past 52 weeks.
City Different Investments stated the following regarding Tidewater Inc. (NYSE:TDW) in its Q2 2026 investor update:
"Our biggest detractor this quarter was Tidewater Inc. (NYSE:TDW), a Texas-based owner of tugboats and offshore supply vessels for the energy industry. The U.S.–Iran ceasefire in June let the air out of energy and shipping stocks, but we believe that the multi-year supply-and-demand outlook for offshore vessels remains favorable."
Tidewater Inc. (NYSE:TDW) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge fund portfolios held Tidewater Inc. (NYSE:TDW) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of Tidewater Inc. (NYSE:TDW) 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.
#different
In its Q2 2026 investor letter, City Different Investments highlighted Tidewater Inc. (NYSE:TDW). Tidewater Inc. (NYSE:TDW) provides offshore support vessels and marine support services to the offshore energy industry. On July 21, 2026, Tidewater Inc. (NYSE:TDW) closed at $78.09 per share, reflecting a market capitalization of $3.88 billion. Tidewater Inc. (NYSE:TDW) posted a one-month return of -7.14%, while its shares gained 35.75% over the past 52 weeks.
City Different Investments stated the following regarding Tidewater Inc. (NYSE:TDW) in its Q2 2026 investor update:
"Our biggest detractor this quarter was Tidewater Inc. (NYSE:TDW), a Texas-based owner of tugboats and offshore supply vessels for the energy industry. The U.S.–Iran ceasefire in June let the air out of energy and shipping stocks, but we believe that the multi-year supply-and-demand outlook for offshore vessels remains favorable."
Tidewater Inc. (NYSE:TDW) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge fund portfolios held Tidewater Inc. (NYSE:TDW) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of Tidewater Inc. (NYSE:TDW) 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.
#different
9 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ******* sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted Talen Energy Corporation (NASDAQ:TLN). Talen Energy Corporation (NASDAQ:TLN) is an independent power producer and infrastructure company that generates and sales electricity, capacity, and ancillary services. On July 21, 2026, Talen Energy Corporation (NASDAQ:TLN) closed at $366.14 per share, reflecting a market capitalization of $16.62 billion. Talen Energy Corporation (NASDAQ:TLN) posted a one-month return of -9.79%, while its shares gained 7.93% over the past 52 weeks.
City Different Investments stated the following regarding Talen Energy Corporation (NASDAQ:TLN) in its Q2 2026 investor update:
"Talen Energy Corporation (NASDAQ:TLN), an independent power producer, was notable as the shares recovered from Q1 weakness. We remain confident that electrification trends (driven by EVs, AI data centers, and manufacturing reshoring) will continue to benefit Talen in the years to come. Please see our initial 2023 profile of Talen Energy here."
Talen Energy Corporation (NASDAQ:TLN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 85 hedge fund portfolios held Talen Energy Corporation (NASDAQ:TLN) at the end of the first quarter, compared to 88 in the previous quarter. While we acknowledge the potential of Talen Energy Corporation (NASDAQ:TLN) 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.
#strategies
In its Q2 2026 investor letter, City Different Investments highlighted Talen Energy Corporation (NASDAQ:TLN). Talen Energy Corporation (NASDAQ:TLN) is an independent power producer and infrastructure company that generates and sales electricity, capacity, and ancillary services. On July 21, 2026, Talen Energy Corporation (NASDAQ:TLN) closed at $366.14 per share, reflecting a market capitalization of $16.62 billion. Talen Energy Corporation (NASDAQ:TLN) posted a one-month return of -9.79%, while its shares gained 7.93% over the past 52 weeks.
City Different Investments stated the following regarding Talen Energy Corporation (NASDAQ:TLN) in its Q2 2026 investor update:
"Talen Energy Corporation (NASDAQ:TLN), an independent power producer, was notable as the shares recovered from Q1 weakness. We remain confident that electrification trends (driven by EVs, AI data centers, and manufacturing reshoring) will continue to benefit Talen in the years to come. Please see our initial 2023 profile of Talen Energy here."
Talen Energy Corporation (NASDAQ:TLN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 85 hedge fund portfolios held Talen Energy Corporation (NASDAQ:TLN) at the end of the first quarter, compared to 88 in the previous quarter. While we acknowledge the potential of Talen Energy Corporation (NASDAQ:TLN) 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.
#strategies
9 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ****** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#public #iclr
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#public #iclr
9 days ago
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(Bloomberg) -- The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it says may be "too good to be true."
Officials told an industry gathering on Tuesday morning in New York the department considers that some of these products may be abusive, and said it is actively evaluating the tools available to address them.
However, they stopped short of announcing new guidelines, saying instead they "expect a serious dialogue with the market before positions harden" and investors are placed at more risk.
The strategies under scrutiny include so-called 351 conversions, box-spread exchange-traded funds, products that offset ordinary income, and funds that avoid dividend income by flipping between other ETFs. Speaking at a Wall Street Tax ***** ociation seminar, Kevin Salinger, deputy ***** istant secretary for tax policy at the Treasury, and Erika Nijenhuis, senior counsel, said the department has no wish to over-engineer rules, but it cannot ignore a market developing around transactions with results Congress did not appear to intend.
#wealthmanagement #market
(Bloomberg) -- The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it says may be "too good to be true."
Officials told an industry gathering on Tuesday morning in New York the department considers that some of these products may be abusive, and said it is actively evaluating the tools available to address them.
However, they stopped short of announcing new guidelines, saying instead they "expect a serious dialogue with the market before positions harden" and investors are placed at more risk.
The strategies under scrutiny include so-called 351 conversions, box-spread exchange-traded funds, products that offset ordinary income, and funds that avoid dividend income by flipping between other ETFs. Speaking at a Wall Street Tax ***** ociation seminar, Kevin Salinger, deputy ***** istant secretary for tax policy at the Treasury, and Erika Nijenhuis, senior counsel, said the department has no wish to over-engineer rules, but it cannot ignore a market developing around transactions with results Congress did not appear to intend.
#wealthmanagement #market