29 days ago
September Nasdaq 100 E-Mini futures (NQU26) are up +0.16% this morning, paring earlier gains as a surge in Treasury yields tempered investor appetite for risky ***** ets.
Treasuries fell across the curve on Friday, giving back some of yesterday's sharp gains as oil prices swung into positive territory. The 10-year T-note yield rose 4.4 basis points to 4.98%.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#september #NASDAQ #mini #Friday
Treasuries fell across the curve on Friday, giving back some of yesterday's sharp gains as oil prices swung into positive territory. The 10-year T-note yield rose 4.4 basis points to 4.98%.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#september #NASDAQ #mini #Friday
1 month ago
The S&P 500 Index ($SPX) (SPY) is down by -0.58% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.95%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.69%. E-mini S&P futures (ESU26) are down -0.56%, and September E-mini Nasdaq futures (NQU26) are down -0.67%.
Stock indexes are falling today, with the S&P 500 and the Dow Jones Industrials posting 6-week lows. Stocks are under pressure as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year ******* an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#year #today #jones
Stock indexes are falling today, with the S&P 500 and the Dow Jones Industrials posting 6-week lows. Stocks are under pressure as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year ******* an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#year #today #jones
1 month ago
The S&P 500 Index ($SPX) (SPY) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.64%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.08%. E-mini S&P futures (ESU26) are down -0.21%, and September E-mini Nasdaq futures (NQU26) are down -0.10%.
Stock indexes are under pressure today as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year ******* an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Stock
Stock indexes are under pressure today as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year ******* an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Stock
1 month ago
The S&P 500 Index ($SPX) (SPY) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.64%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.08%. E-mini S&P futures (ESU26) are down -0.21%, and September E-mini Nasdaq futures (NQU26) are down -0.10%.
Stock indexes are under pressure today as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year **** an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#today #yield #high
Stock indexes are under pressure today as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year **** an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#today #yield #high
1 month ago
The Arizona Cardinals will play the Los Angeles Chargers this weekend to open the season. One big question facing them is whether rookie Jeremiyah Love will be able to play, as he has been dealing with a high ankle sprain.
There was good news on Monday.
Head coach Mike LaFleur expressed optimism that Love would be able to play, saying, "I feel good," when asked if he was optimistic that Love has a chance to play.
LaFleur tempered expectations a little, though.
"He was out there moving around today," he said. "We'll see on Wednesday. I will have a better idea for all those guys that I know you guys are going to ask about on Wednesday."
#guys #arizona #cardinals #angeles
There was good news on Monday.
Head coach Mike LaFleur expressed optimism that Love would be able to play, saying, "I feel good," when asked if he was optimistic that Love has a chance to play.
LaFleur tempered expectations a little, though.
"He was out there moving around today," he said. "We'll see on Wednesday. I will have a better idea for all those guys that I know you guys are going to ask about on Wednesday."
#guys #arizona #cardinals #angeles
1 month ago
Lamine Yamal struck twice for Barcelona as they demolished Valencia 5-0 on Sunday to maintain their 100 percent start in La Liga.
The reigning champions moved three points clear at the top of La Liga, after Jose Mourinho's Real Madrid lost 1-0 at Real Betis on Friday.
Fermin Lopez, Raphinha and Pedri were also on target for Hansi Flick's swaggering visitors on a hot afternoon on Spain's east coast.
Yamal did not take part in the team training session on Saturday after a knock but showed no signs of it during a dazzling display against Carlos Corberan's Los Che.
Barcelona, the only team in the top flight to win their first four games, took control from the start to the upset of Valencia's fans at a persistently bad-tempered Mestalla stadium.
#real #start #lamine #jose
The reigning champions moved three points clear at the top of La Liga, after Jose Mourinho's Real Madrid lost 1-0 at Real Betis on Friday.
Fermin Lopez, Raphinha and Pedri were also on target for Hansi Flick's swaggering visitors on a hot afternoon on Spain's east coast.
Yamal did not take part in the team training session on Saturday after a knock but showed no signs of it during a dazzling display against Carlos Corberan's Los Che.
Barcelona, the only team in the top flight to win their first four games, took control from the start to the upset of Valencia's fans at a persistently bad-tempered Mestalla stadium.
#real #start #lamine #jose
2 months ago
On September 1, Helios Technologies (NYSE:HLIO) announced that its Electronics segment had expanded the No Roads platform with Apple CarPlay and Android Auto, bringing familiar smartphone integration to boats, ATVs, and off-road rigs that never touch pavement. The announcement landed three weeks after Helios posted a second quarter in which that same Electronics segment expanded gross margin by more than 500 basis points, and it came alongside a raised full-year outlook. For a company known for hydraulic cylinders and industrial controls, chasing smartphone connectivity is a notable shift in emphasis.
No Roads was built jointly by Enovation Controls and i3 Product Development, pairing hardware built for rugged, integrated displays with i3's software and connected-product design work. Billy Aldridge, President of Electronics for Helios, described the Apple CarPlay and Android Auto rollout as a foundation for future connected capabilities rather than a standalone feature, and pointed to powersports, marine, overlanding, and specialty-vehicle OEMs as customers who now have a reason to look at Helios displays.
CEO Sean Bagan tied the move to a broader pattern of combining the company's operating units to build differentiated products, extending value to existing customers while pursuing new business in adjacent markets. The segment's own numbers back up that framing. Electronics sales climbed 19% in the second quarter of 2026 to $85.5 million, while gross margin expanded 530 basis points to 34.6%, pushing operating income up 90% to $11.2 million. That kind of margin expansion tends to show up when a business shifts from generic hardware toward harder-to-copy, differentiated products, which is exactly the case Helios is building for No Roads.
The company backed that story up at the corporate level too, raising its full-year 2026 sales outlook to $880 million to $900 million, up from a prior range of $840 million to $870 million, while cutting net debt to 1.4 times adjusted EBITDA from 2.6 times a year earlier.
Helios has not disclosed what No Roads, or the CarPlay and Android Auto features specifically, contribute to revenue, so the financial case for this rollout rests on management's framing rather than a number investors can independently verify. CFO Jeremy Evans tempered the company's own optimism when he flagged tougher year-over-year comparisons in the second half, along with geopolitical uncertainty, tariff dynamics, and broader inflationary pressures as ongoing headwinds.
#auto #expanded
No Roads was built jointly by Enovation Controls and i3 Product Development, pairing hardware built for rugged, integrated displays with i3's software and connected-product design work. Billy Aldridge, President of Electronics for Helios, described the Apple CarPlay and Android Auto rollout as a foundation for future connected capabilities rather than a standalone feature, and pointed to powersports, marine, overlanding, and specialty-vehicle OEMs as customers who now have a reason to look at Helios displays.
CEO Sean Bagan tied the move to a broader pattern of combining the company's operating units to build differentiated products, extending value to existing customers while pursuing new business in adjacent markets. The segment's own numbers back up that framing. Electronics sales climbed 19% in the second quarter of 2026 to $85.5 million, while gross margin expanded 530 basis points to 34.6%, pushing operating income up 90% to $11.2 million. That kind of margin expansion tends to show up when a business shifts from generic hardware toward harder-to-copy, differentiated products, which is exactly the case Helios is building for No Roads.
The company backed that story up at the corporate level too, raising its full-year 2026 sales outlook to $880 million to $900 million, up from a prior range of $840 million to $870 million, while cutting net debt to 1.4 times adjusted EBITDA from 2.6 times a year earlier.
Helios has not disclosed what No Roads, or the CarPlay and Android Auto features specifically, contribute to revenue, so the financial case for this rollout rests on management's framing rather than a number investors can independently verify. CFO Jeremy Evans tempered the company's own optimism when he flagged tougher year-over-year comparisons in the second half, along with geopolitical uncertainty, tariff dynamics, and broader inflationary pressures as ongoing headwinds.
#auto #expanded
2 months ago
On August 18, Keysight Technologies (NYSE:KEYS) delivered a fiscal third quarter that beat the high end of its own guidance across the board. Revenue climbed 36% year over year to $1.85 billion, non-GAAP earnings per share jumped 79% to $3.07, and orders topped $2 billion for the second straight quarter. Management raised its outlook for both the fourth quarter and the full fiscal year, pointing to demand tied to artificial intelligence infrastructure, defense modernization, and next-generation communications standards. The results position Keysight as one of the more direct ways to invest in the testing and validation side of the AI buildout, a corner of the market most investors rarely think about.
Orders reached $2.091 billion in the quarter, up 56% on a reported basis, the second straight quarter above the $2 billion mark. Wireline orders more than doubled year over year as customers scaled out AI data center infrastructure, and Commercial Communications crossed $1 billion in quarterly revenue for the first time, up 56%, while revenue from wireline products outpaced wireless within that segment for the first time. The Electronic Industrial Solutions Group posted a record $501 million in revenue, up 21%, with double-digit order growth across general electronics, semiconductors, and automotive and energy. Aerospace, defense and government revenue grew 14% to $339 million as spending shifted toward lower-cost autonomous platforms, including UAVs and low earth orbit satellite constellations built by venture-funded defense technology firms.
Profitability expanded right alongside the growth: operating margin hit 33.2%, up 820 basis points and above the company's long-term target range of 31% to 32%, while free cash flow rose to $403 million from $291 million a year earlier. The company also added nearly 3,000 new customers so far this fiscal year, a group that has already contributed more than $100 million in new business, and said July was its busiest month yet for incoming sales opportunities, pushing the trailing 12-month pipeline to a record. Further out, the 3GPP standards body confirmed in June that the first 6G standard is targeted for March 2029, a milestone management said is already moving customers from exploratory research into funded development work.
CFO Neil Dougherty tempered the enthusiasm, warning that supply availability remains "a governor of our ability to convert demand into revenue" over the next several quarters, meaning orders are outrunning what the company can actually ship and book as revenue right now. He also noted that one-time tariff impacts in fiscal 2026 inflated this year's profitability in ways that are not expected to repeat in fiscal 2027. That combination, a backlog constrained by supply and a margin base partly lifted by tariffs, complicates how much of this quarter's strength carries forward unchanged. The integration of recent acquisitions is also still working through the system.
#quarter #billion #m
Orders reached $2.091 billion in the quarter, up 56% on a reported basis, the second straight quarter above the $2 billion mark. Wireline orders more than doubled year over year as customers scaled out AI data center infrastructure, and Commercial Communications crossed $1 billion in quarterly revenue for the first time, up 56%, while revenue from wireline products outpaced wireless within that segment for the first time. The Electronic Industrial Solutions Group posted a record $501 million in revenue, up 21%, with double-digit order growth across general electronics, semiconductors, and automotive and energy. Aerospace, defense and government revenue grew 14% to $339 million as spending shifted toward lower-cost autonomous platforms, including UAVs and low earth orbit satellite constellations built by venture-funded defense technology firms.
Profitability expanded right alongside the growth: operating margin hit 33.2%, up 820 basis points and above the company's long-term target range of 31% to 32%, while free cash flow rose to $403 million from $291 million a year earlier. The company also added nearly 3,000 new customers so far this fiscal year, a group that has already contributed more than $100 million in new business, and said July was its busiest month yet for incoming sales opportunities, pushing the trailing 12-month pipeline to a record. Further out, the 3GPP standards body confirmed in June that the first 6G standard is targeted for March 2029, a milestone management said is already moving customers from exploratory research into funded development work.
CFO Neil Dougherty tempered the enthusiasm, warning that supply availability remains "a governor of our ability to convert demand into revenue" over the next several quarters, meaning orders are outrunning what the company can actually ship and book as revenue right now. He also noted that one-time tariff impacts in fiscal 2026 inflated this year's profitability in ways that are not expected to repeat in fiscal 2027. That combination, a backlog constrained by supply and a margin base partly lifted by tariffs, complicates how much of this quarter's strength carries forward unchanged. The integration of recent acquisitions is also still working through the system.
#quarter #billion #m
2 months ago
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) provides advanced seeds, crop protection products, and agricultural technologies designed to improve farm productivity and resilience. The one-month return of Corteva, Inc. (NYSE:CTVA) was 4.69% while its shares traded between $60.54 and $90.97 over the last 52 weeks. On August 27, 2026, Corteva, Inc. (NYSE:CTVA) stock closed at approximately $82.88 per share, with a market capitalization of about $54.98 billion.
Aristotle Value Equity Fund stated the following regarding Corteva, Inc. (NYSE:CTVA) in its Q2 2026 investor letter:
Corteva, Inc. (NYSE:CTVA), the seed and crop protection company, was one of the largest detractors during the period. While fundamentals remained healthy, with first-quarter FREE cash flow supported by strength in both Seed and Crop Protection, the stock lagged a sharply rising market as investors focused on Corteva's more tempered outlook for the balance of the year. The management team cited potential second-half headwinds from tariffs, higher oil-related input costs, farmer fuel expenses, and competitive crop protection pricing in Latin America and Asia. We believe the market also weighed the near-term complexity of Corteva's planned fourth-quarter separation into New Corteva and Vylor, including potential dis-synergies from operating two public companies. Nevertheless, our investment thesis remains intact. Farmers continue to adopt Corteva's latest hybrids, varieties, and premium crop protection technologies, supporting Corteva's margin expansion. Meanwhile, the company's R&D-led innovation, disciplined cost management, and path toward net royalty income sho
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) provides advanced seeds, crop protection products, and agricultural technologies designed to improve farm productivity and resilience. The one-month return of Corteva, Inc. (NYSE:CTVA) was 4.69% while its shares traded between $60.54 and $90.97 over the last 52 weeks. On August 27, 2026, Corteva, Inc. (NYSE:CTVA) stock closed at approximately $82.88 per share, with a market capitalization of about $54.98 billion.
Aristotle Value Equity Fund stated the following regarding Corteva, Inc. (NYSE:CTVA) in its Q2 2026 investor letter:
Corteva, Inc. (NYSE:CTVA), the seed and crop protection company, was one of the largest detractors during the period. While fundamentals remained healthy, with first-quarter FREE cash flow supported by strength in both Seed and Crop Protection, the stock lagged a sharply rising market as investors focused on Corteva's more tempered outlook for the balance of the year. The management team cited potential second-half headwinds from tariffs, higher oil-related input costs, farmer fuel expenses, and competitive crop protection pricing in Latin America and Asia. We believe the market also weighed the near-term complexity of Corteva's planned fourth-quarter separation into New Corteva and Vylor, including potential dis-synergies from operating two public companies. Nevertheless, our investment thesis remains intact. Farmers continue to adopt Corteva's latest hybrids, varieties, and premium crop protection technologies, supporting Corteva's margin expansion. Meanwhile, the company's R&D-led innovation, disciplined cost management, and path toward net royalty income sho
2 months ago
One of the more delicious developments on the stock exchange on Wednesday was the latest quarterly earnings report from J.M. Smucker (NYSE:SJM). The storied food company delivered a convincing beat-and-raise quarter, but this was tempered somewhat by a large one-off payment from the U.S. federal government.
Still, there's much that was impressive about Smucker's opening frame of its new fiscal year. Let's sit at the table, grab some utensils, and tuck into this one.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Smucker's first quarter of fiscal 2027 was topped by a net sales figure of $2.2 billion, representing a 5% improvement over the same period of 2026.
#flashing #company #first
Still, there's much that was impressive about Smucker's opening frame of its new fiscal year. Let's sit at the table, grab some utensils, and tuck into this one.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Smucker's first quarter of fiscal 2027 was topped by a net sales figure of $2.2 billion, representing a 5% improvement over the same period of 2026.
#flashing #company #first
2 months ago
Jim Cramer warned on August 24 that mounting political and community backlash against data center power consumption could directly impact equipment suppliers like GE Vernova Inc. (NYSE:GEV). He noted:
What happens if the hyperscalers get their act together and offer a code of conduct instead of being out there all by themselves cutting deals that are now regretted? Stranger things have happened than a code of conduct. It must happen if this issue is going to be tempered… I can't believe they haven't figured that out. That's why you have to look at certain companies that were thriving because of data centers, companies like the biggest turbine company that turns natural gas into power. That's GE Vernova. Now, we own it for the Charitable Trust and I now feel that the market won't pay up for its order book because maybe it's gotten soft. I don't want to get rid of it but I don't want to take a beating either.
GE Vernova Inc. (NYSE:GEV) is fundamentally reshaping the grid for the AI era, and its second-quarter 2026 results validate that dominance. Revenue climbed 22% year-over-year to $11.1 billion, but the real story was the order book. Total Q2 orders surged 88% organically to a record $24.2 billion, as data centers scramble for heavy-duty and aeroderivative gas turbines. The runaway demand pushed the company's total backlog to a staggering $176 billion. Management is highly confident in this trajectory, aggressively raising full-year free cash flow guidance to a massive range of $11.5 billion to $12.5 billion and cementing GE Vernova Inc. (NYSE:GEV) as a solid cash-generating AI infrastructure play.
Despite the top-line explosion, GE Vernova Inc.'s (NYSE:GEV) Q2 diluted EPS of $2.47 missed consensus estimates, while margin pressure persisted in parts of its business, particularly Wind, where organic orders fell 40%. More importantly, as Cramer admitted about his own stake in the Charitable Trust, he now feels the market might refuse to pay up for the company's massive order book if it starts to soften. With local governments imposing stricter regulations and higher compensation requirements on data centers, the pace of hyperscaler expansion is facing real bottlenecks. If developers are delayed by political pushback and grid limitations, the company's delivery timelines and following revenue recognition could stretch further out, which could test investor patience.
#billion
What happens if the hyperscalers get their act together and offer a code of conduct instead of being out there all by themselves cutting deals that are now regretted? Stranger things have happened than a code of conduct. It must happen if this issue is going to be tempered… I can't believe they haven't figured that out. That's why you have to look at certain companies that were thriving because of data centers, companies like the biggest turbine company that turns natural gas into power. That's GE Vernova. Now, we own it for the Charitable Trust and I now feel that the market won't pay up for its order book because maybe it's gotten soft. I don't want to get rid of it but I don't want to take a beating either.
GE Vernova Inc. (NYSE:GEV) is fundamentally reshaping the grid for the AI era, and its second-quarter 2026 results validate that dominance. Revenue climbed 22% year-over-year to $11.1 billion, but the real story was the order book. Total Q2 orders surged 88% organically to a record $24.2 billion, as data centers scramble for heavy-duty and aeroderivative gas turbines. The runaway demand pushed the company's total backlog to a staggering $176 billion. Management is highly confident in this trajectory, aggressively raising full-year free cash flow guidance to a massive range of $11.5 billion to $12.5 billion and cementing GE Vernova Inc. (NYSE:GEV) as a solid cash-generating AI infrastructure play.
Despite the top-line explosion, GE Vernova Inc.'s (NYSE:GEV) Q2 diluted EPS of $2.47 missed consensus estimates, while margin pressure persisted in parts of its business, particularly Wind, where organic orders fell 40%. More importantly, as Cramer admitted about his own stake in the Charitable Trust, he now feels the market might refuse to pay up for the company's massive order book if it starts to soften. With local governments imposing stricter regulations and higher compensation requirements on data centers, the pace of hyperscaler expansion is facing real bottlenecks. If developers are delayed by political pushback and grid limitations, the company's delivery timelines and following revenue recognition could stretch further out, which could test investor patience.
#billion
2 months ago
As the season opener nears for the Wisconsin Badgers, I've had tempered optimism for the upcoming season, pointing out some of my top concerns and reasons for cautious expectations with this new-look team.
But alongside those concerns, there are, admittedly, several reasons to be optimistic for the Badgers, whose current win total is projected at 6.5, with the over slightly favored on FanDuel. Let's dig into them.
The schedule
Now, every year is different from years past when it comes to team quality. We've seen success stories come out of nowhere, and several teams are projected to do far better in 2026 than 2025 (including the Badgers).
But the schedule is looking much more bearable for Wisconsin this season than it was when they had one of the toughest strengths of schedules last year.
#wisconsin #several
But alongside those concerns, there are, admittedly, several reasons to be optimistic for the Badgers, whose current win total is projected at 6.5, with the over slightly favored on FanDuel. Let's dig into them.
The schedule
Now, every year is different from years past when it comes to team quality. We've seen success stories come out of nowhere, and several teams are projected to do far better in 2026 than 2025 (including the Badgers).
But the schedule is looking much more bearable for Wisconsin this season than it was when they had one of the toughest strengths of schedules last year.
#wisconsin #several
2 months ago
The Detroit Lions were back in pads on Sunday, slowly ramping things back up in their 13th training camp practice of the 2026 preseason.
A couple of unexpected absences popped up at Sunday's practice, but we also saw some injured players return, like Juice Scruggs and Derrick Moore. The pair took to the field in pads for the first time as they continue to build back up after soft-tissue injuries.
Because this was Scruggs' first practice in pads, the Lions appear like they want to keep his acclimation tempered a bit. He started most "team" series—save the final few—but at the halfway point, Scruggs went to the sidelines. That decision let the offensive line adjust its interior combination and test other options.
When Scruggs exited, Tate Ratledge stepped in at center with Christian Mahogany shifting from left to right guard to accommodate for Ben Bartch at left guard. With this combination, they could see where Ratledge is at in his development at center, make room for Bartch to get reps with the first team, and give Mahogany some looks from the right side.
The difference between the two combinations was drastic. When Scruggs was at center, the offensive line looked solid, but when they shifted to Ratledge inside, they appeared more vulnerable to blitzes, and Ratledge botched at least two snaps. While the second combination arguably puts the Lions' five most talented linemen on the field at the same time, the cohesion was clearly absent, illustrating how important it is to find the "right" combination and "fit."
#ratledge
A couple of unexpected absences popped up at Sunday's practice, but we also saw some injured players return, like Juice Scruggs and Derrick Moore. The pair took to the field in pads for the first time as they continue to build back up after soft-tissue injuries.
Because this was Scruggs' first practice in pads, the Lions appear like they want to keep his acclimation tempered a bit. He started most "team" series—save the final few—but at the halfway point, Scruggs went to the sidelines. That decision let the offensive line adjust its interior combination and test other options.
When Scruggs exited, Tate Ratledge stepped in at center with Christian Mahogany shifting from left to right guard to accommodate for Ben Bartch at left guard. With this combination, they could see where Ratledge is at in his development at center, make room for Bartch to get reps with the first team, and give Mahogany some looks from the right side.
The difference between the two combinations was drastic. When Scruggs was at center, the offensive line looked solid, but when they shifted to Ratledge inside, they appeared more vulnerable to blitzes, and Ratledge botched at least two snaps. While the second combination arguably puts the Lions' five most talented linemen on the field at the same time, the cohesion was clearly absent, illustrating how important it is to find the "right" combination and "fit."
#ratledge
2 months ago
By Karen Brettell
NEW YORK, Aug 14 (Reuters) - The dollar fell on Friday after data showed U.S. retail sales unexpectedly declined in July, helping send the euro and sterling to multi-month highs, as traders weighed Federal Reserve policy.
Retail sales dropped 0.6% last month after an unrevised 0.2% gain in June. Economists polled by Reuters had forecast retail sales, which are mostly goods and are not adjusted for inflation, edging up 0.1%.
"We are clearly having signs of poor consumption," said Juan Perez, director of trading at Monex USA in Washington. "This evidence is clearly showing that there is an economic slowdown in the United States."
Softer-than-expected consumer and producer price inflation data this week has already tempered expectations that the Fed will raise rates at its September 15-16 meeting. Traders are now pricing in just a 31% probability of a September hike, alongside a 69% chance of a rate increase by December.
#sales #clearly
NEW YORK, Aug 14 (Reuters) - The dollar fell on Friday after data showed U.S. retail sales unexpectedly declined in July, helping send the euro and sterling to multi-month highs, as traders weighed Federal Reserve policy.
Retail sales dropped 0.6% last month after an unrevised 0.2% gain in June. Economists polled by Reuters had forecast retail sales, which are mostly goods and are not adjusted for inflation, edging up 0.1%.
"We are clearly having signs of poor consumption," said Juan Perez, director of trading at Monex USA in Washington. "This evidence is clearly showing that there is an economic slowdown in the United States."
Softer-than-expected consumer and producer price inflation data this week has already tempered expectations that the Fed will raise rates at its September 15-16 meeting. Traders are now pricing in just a 31% probability of a September hike, alongside a 69% chance of a rate increase by December.
#sales #clearly
2 months ago
Enzo Fernandez was booed by some Chelsea fans as he returned to club action for the first time this summer in a pre-season friendly against Real Sociedad at Stamford Bridge.
The 25-year-old midfielder was given an extended break after reaching the World Cup final with Argentina – a match in which he was sent off as Spain beat the South Americans in extra time.
He returned to training with Chelsea this week and was on the bench for Saturday afternoon's clash with Sociedad, coming on after 62 minutes for the Blues' new big-money signing Morgan Rogers.
As Fernandez was announced to be entering the fray, there were clear boos around Stamford Bridge, although they were tempered by some cheers as well. His name being read out over the tannoy ahead of Chelsea's players emerging for the pre-match warm-up also received a smattering of boos from the handful of fans who had taken their seats early.
There has been intense speculation over the Argentine's future, with Chelsea setting a deadline of 5pm on the Friday just gone for clubs to meet their £120m valuation for the player. Manchester City, now coached by ex-Chelsea boss Enzo Maresca, are keen on signing Fernandez but didn't submit a bid ahead of that Friday deadline.
#Chelsea #sociedad
The 25-year-old midfielder was given an extended break after reaching the World Cup final with Argentina – a match in which he was sent off as Spain beat the South Americans in extra time.
He returned to training with Chelsea this week and was on the bench for Saturday afternoon's clash with Sociedad, coming on after 62 minutes for the Blues' new big-money signing Morgan Rogers.
As Fernandez was announced to be entering the fray, there were clear boos around Stamford Bridge, although they were tempered by some cheers as well. His name being read out over the tannoy ahead of Chelsea's players emerging for the pre-match warm-up also received a smattering of boos from the handful of fans who had taken their seats early.
There has been intense speculation over the Argentine's future, with Chelsea setting a deadline of 5pm on the Friday just gone for clubs to meet their £120m valuation for the player. Manchester City, now coached by ex-Chelsea boss Enzo Maresca, are keen on signing Fernandez but didn't submit a bid ahead of that Friday deadline.
#Chelsea #sociedad
2 months ago
Liverpool's summer is taking on a familiar shape, ambition in the market, patience at the negotiating table, and a fanbase watching the calendar as much as the pitch. Credit to The Athletic, whose latest DealSheet offers a useful snapshot of where matters stand at Anfield, and the picture is one of selective movement rather than frenzy.
The headline development is clear enough. "Liverpool have completed a deal to bring in Ronald Araujo on loan for the season in the first move of the summer to tighten up the defence." In a window that has carried an urgent undertone around squad balance, that feels significant. Araujo arrives with stature, pedigree and versatility, and Liverpool have moved to address an area that had begun to look vulnerable.
Photo IMAGO
Elsewhere, the search for attacking reinforcement remains active but unresolved. "Discussions over bringing Bradley Barcola in from Paris Saint-Germain have continued, but Liverpool remain no closer to agreeing a fee, with the two clubs' valuations still considerably apart." It is a line that captures the push and pull of modern recruitment, aspiration against price discipline, desire tempered by realism.
There is also uncertainty around Curtis Jones, with interest from Inter Milan lingering in the background, and wider questions over how swiftly Liverpool can complete the squad-building required for Andoni Iraola's first season in charge. This is not a window for panic, but it is one for clarity.
#season #window #around
The headline development is clear enough. "Liverpool have completed a deal to bring in Ronald Araujo on loan for the season in the first move of the summer to tighten up the defence." In a window that has carried an urgent undertone around squad balance, that feels significant. Araujo arrives with stature, pedigree and versatility, and Liverpool have moved to address an area that had begun to look vulnerable.
Photo IMAGO
Elsewhere, the search for attacking reinforcement remains active but unresolved. "Discussions over bringing Bradley Barcola in from Paris Saint-Germain have continued, but Liverpool remain no closer to agreeing a fee, with the two clubs' valuations still considerably apart." It is a line that captures the push and pull of modern recruitment, aspiration against price discipline, desire tempered by realism.
There is also uncertainty around Curtis Jones, with interest from Inter Milan lingering in the background, and wider questions over how swiftly Liverpool can complete the squad-building required for Andoni Iraola's first season in charge. This is not a window for panic, but it is one for clarity.
#season #window #around
2 months ago
By Chris Prentice and Amanda Cooper
NEW YORK/LONDON, Aug 11 (Reuters) - Oil prices gained and global equities were higher on Tuesday with traders focused on as negotiations between the United States and Iran over a peace deal and the reopening of the Strait of Hormuz.
Uncertainty over the global inflation outlook tempered gains.
The U.S. and Iran are close to "some sort of an arrangEment," Pakistan's defense minister said in an interview with Bloomberg News.
World equities were higher, with MSCI's gauge of stocks across the globe up 0.10% at 1,154.40.
#global #york
NEW YORK/LONDON, Aug 11 (Reuters) - Oil prices gained and global equities were higher on Tuesday with traders focused on as negotiations between the United States and Iran over a peace deal and the reopening of the Strait of Hormuz.
Uncertainty over the global inflation outlook tempered gains.
The U.S. and Iran are close to "some sort of an arrangEment," Pakistan's defense minister said in an interview with Bloomberg News.
World equities were higher, with MSCI's gauge of stocks across the globe up 0.10% at 1,154.40.
#global #york
2 months ago
Practicing sliding is something that's usually ***** ociated with baseball, but it was a highlight for the football Giants at their training camp practice on Monday.
The promise that quarterback Jaxson Dart showed last year was tempered by the five times he had to leave games to be checked for concussions after taking big hits. Head coach John Harbaugh has stressed the need for more self-preservation since taking the job in January and those lessons seem to be taking hold.
Dart slid inbounds to end a run during a situational drill and he got a cheer from the Giants defense when he went down.
"Yeah, we've been begging him to do that for a while now, so I'm glad that he's starting to practice it," defensive end Brian Burns said, via a transcript from the team.
Harbaugh had a similar reaction to the quarterback's decision.
#taking #Giants #Monday #head
The promise that quarterback Jaxson Dart showed last year was tempered by the five times he had to leave games to be checked for concussions after taking big hits. Head coach John Harbaugh has stressed the need for more self-preservation since taking the job in January and those lessons seem to be taking hold.
Dart slid inbounds to end a run during a situational drill and he got a cheer from the Giants defense when he went down.
"Yeah, we've been begging him to do that for a while now, so I'm glad that he's starting to practice it," defensive end Brian Burns said, via a transcript from the team.
Harbaugh had a similar reaction to the quarterback's decision.
#taking #Giants #Monday #head
2 months ago
According to a recent report from the Financial Industry Regulatory Authority (FINRA), 61% of social media users and "finfluencer" followers aged 18 to 34 have made an investment decision based on recommendations from a social media personality -- and these folks also reported "substantially higher fraud exposure and victimization."
A lot of financial advice found on social media is worth what you paid for it -- nothing. Here's a look at several bits of advice I've run across that are simply wrong or misleading.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
One social media pontificator said: "The stock market is one of the best tools to grow your wealth." That's very true. Over decades, it beats most other alternatives. They added that a 10% return doubles your money every 7.2 years, and a 20% return doubles your money every 3.6 years. That, too, is true -- it's the classic "Rule of 72."
The problem, though, is the suggestion that you can expect stock market returns of 20% annually. The stock market has averaged annual returns of close to 10% over many decades, not 20%. There are some years with massive gains, and some with sharp drops. But overall, expectations should be tempered.
#advice
A lot of financial advice found on social media is worth what you paid for it -- nothing. Here's a look at several bits of advice I've run across that are simply wrong or misleading.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
One social media pontificator said: "The stock market is one of the best tools to grow your wealth." That's very true. Over decades, it beats most other alternatives. They added that a 10% return doubles your money every 7.2 years, and a 20% return doubles your money every 3.6 years. That, too, is true -- it's the classic "Rule of 72."
The problem, though, is the suggestion that you can expect stock market returns of 20% annually. The stock market has averaged annual returns of close to 10% over many decades, not 20%. There are some years with massive gains, and some with sharp drops. But overall, expectations should be tempered.
#advice
2 months ago
South Africa head coach Rassie Erasmus insists the world champions face a "massive challenge" against Argentina on Saturday despite the recent poor form of their opponents.
The Springboks stretched a winning Test run to 11 matches with home victories over England, Scotland and Wales during July in the inaugural Nations Championship.
Facing the same northen hemisphere teams in South America, the Pumas beat Wales, but lost to Scotland, and England in an ill-tempered clash.
Argentina thought they had scored a late try against England, giving them a chance to draw the Test.
When Australian referee Angus Gardner disallowed it after a lengthy review, Pumas fly-half Tomas Albornoz was furious.
#england
The Springboks stretched a winning Test run to 11 matches with home victories over England, Scotland and Wales during July in the inaugural Nations Championship.
Facing the same northen hemisphere teams in South America, the Pumas beat Wales, but lost to Scotland, and England in an ill-tempered clash.
Argentina thought they had scored a late try against England, giving them a chance to draw the Test.
When Australian referee Angus Gardner disallowed it after a lengthy review, Pumas fly-half Tomas Albornoz was furious.
#england
2 months ago
The start of August marks the beginning of training camp in the NFL. At Saint Vincent College in Latrobe, PA, the Pittsburgh Steelers' 2026 training camp looks different. New head coach (and Pittsburgh native) Mike McCarthy brings a whole new staff and personal camp wrinkles to the team.
"Tempered" is how McCarthy described this year's training camp, harkening back to the city's industrial roots and the steelmaking process, according to Brook Pryor from ESPN.
"More than talented… More than tough… Tempered," read the shirts the Steelers gave to staff members.
The first week of training camp has brought a lot of optimism for Steelers fans. The usual stars like T.J. Watt, DK Metcalf and Alex Highsmith have handled their business while learning the new schemes. Other players needing to prove themselves have shined in these early practices.
While it is only August, the excitement for this group is palpable and somewhat refreshing.
#tempered #staff
"Tempered" is how McCarthy described this year's training camp, harkening back to the city's industrial roots and the steelmaking process, according to Brook Pryor from ESPN.
"More than talented… More than tough… Tempered," read the shirts the Steelers gave to staff members.
The first week of training camp has brought a lot of optimism for Steelers fans. The usual stars like T.J. Watt, DK Metcalf and Alex Highsmith have handled their business while learning the new schemes. Other players needing to prove themselves have shined in these early practices.
While it is only August, the excitement for this group is palpable and somewhat refreshing.
#tempered #staff
2 months ago
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Mortgage rates rose again this week — hitting their highest level in over a year — as the government bond yields they closely track stayed elevated.
The average 30-year fixed-rate mortgage was 6.69% through Wednesday, according to Freddie Mac data, up from 6.66% a week earlier to the highest level since the end of July 2025.
Government bond yields, which mortgage rates closely track, rose rapidly in late July as investors began to fret about the Federal Reserve's commitment to fighting inflation. Lower oil prices have helped push yields slightly lower in recent days, but mortgage rates haven't fully followed.
"There is some tentative good news: preliminary reports show some progress on geopolitical fronts, which has tempered the rise in daily mortgage rates," Kara Ng, senior economist at Zillow, said in a statement. "Still, the backdrop remains complicated."
#mortgage #rose
Mortgage rates rose again this week — hitting their highest level in over a year — as the government bond yields they closely track stayed elevated.
The average 30-year fixed-rate mortgage was 6.69% through Wednesday, according to Freddie Mac data, up from 6.66% a week earlier to the highest level since the end of July 2025.
Government bond yields, which mortgage rates closely track, rose rapidly in late July as investors began to fret about the Federal Reserve's commitment to fighting inflation. Lower oil prices have helped push yields slightly lower in recent days, but mortgage rates haven't fully followed.
"There is some tentative good news: preliminary reports show some progress on geopolitical fronts, which has tempered the rise in daily mortgage rates," Kara Ng, senior economist at Zillow, said in a statement. "Still, the backdrop remains complicated."
#mortgage #rose
2 months ago
There has been an air of mystery over Manchester United's transfer dealings this summer.
The will they-won't they go for a third midfielder is complicated by Mason Mount's outstanding form in pre-season, which is tempered by his poor injury record.
If United went with Mount and he stays fit, it could work quite well. If he doesn't, they have a problem.
If they bring in a third midfielder, when does Mount play?
A similar debate could be had around 19-year-old Shea Lacey, although the futures of Marcus Rashford and Joshua Zirkzee might shape discussion around reinforcing the forward positions.
#around
The will they-won't they go for a third midfielder is complicated by Mason Mount's outstanding form in pre-season, which is tempered by his poor injury record.
If United went with Mount and he stays fit, it could work quite well. If he doesn't, they have a problem.
If they bring in a third midfielder, when does Mount play?
A similar debate could be had around 19-year-old Shea Lacey, although the futures of Marcus Rashford and Joshua Zirkzee might shape discussion around reinforcing the forward positions.
#around
3 months ago
Ending the month on an auspicious note, EPAM Systems (NYSE: EPAM) stock soared through the last week of July. With an ***** yst taking a more bullish stance on the software stock and the company reporting a new artificial intelligence (AI) collaboration, investors found plenty of reasons to pick up shares.
According to data provided by S&P Global Market Intelligence, shares of EPAM Systems rose 17.5% from the end of trading on July 24 through the close of yesterday's market session.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Maintaining a neutral rating, Citigroup lowered its price target on EPAM Systems stock to $100 from $112 on Monday. While the more tempered view of the stock's prospects seemed negative on the surface, investors interpreted the reduced price target as a glass-half-full view.
Shares of EPAM Systems closed at $89.85 before the weekend, implying upside of over 11% from the new price target.
#NVIDIA #intelligence
According to data provided by S&P Global Market Intelligence, shares of EPAM Systems rose 17.5% from the end of trading on July 24 through the close of yesterday's market session.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Maintaining a neutral rating, Citigroup lowered its price target on EPAM Systems stock to $100 from $112 on Monday. While the more tempered view of the stock's prospects seemed negative on the surface, investors interpreted the reduced price target as a glass-half-full view.
Shares of EPAM Systems closed at $89.85 before the weekend, implying upside of over 11% from the new price target.
#NVIDIA #intelligence
3 months ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was characterized by the successful conversion of a 45-year-old legacy core deposit system to a modern vendor-supported platform, a multi-year effort intended to enhance customer experience and operational efficiency.
Net interest margin expanded to 3.84% due to the strength of a low-cost deposit base and disciplined loan production, despite significant competitive pricing pressure in core markets.
Credit quality improved meaningfully following the strategic sale of a $73.8 million delinquent mortgage portfolio, which reduced nonperforming ******* ets by 47.3% and lowered the risk profile of the one-to-four family book.
Loan growth was driven by $643 million in new originations and increased C&I line utilization, though net growth was tempered by $652 million in combined CRE prepayments and payoffs.
#year
Performance was characterized by the successful conversion of a 45-year-old legacy core deposit system to a modern vendor-supported platform, a multi-year effort intended to enhance customer experience and operational efficiency.
Net interest margin expanded to 3.84% due to the strength of a low-cost deposit base and disciplined loan production, despite significant competitive pricing pressure in core markets.
Credit quality improved meaningfully following the strategic sale of a $73.8 million delinquent mortgage portfolio, which reduced nonperforming ******* ets by 47.3% and lowered the risk profile of the one-to-four family book.
Loan growth was driven by $643 million in new originations and increased C&I line utilization, though net growth was tempered by $652 million in combined CRE prepayments and payoffs.
#year
3 months ago
Former Fifa president Sepp Blatter has urged the world of football to kick Gianni Infantino out of the role, claiming the recent World Cup "lost its credibility" due to the actions of his successor.
Blatter – whose own Fifa presidency was rife with accusations of corruption – insisted that "politics must not be allowed to overshadow the game", seemingly in reference to Infantino's close relationship with US president Donald Trump, which helped lead to the controversial overturning of USA striker Folarin Balogun's ban for the red card he received against Bosnia.
Trump intervened, getting on the phone to Infantino urging him to look at Balogun's sending off and, in due course, Fifa unprecedentedly suspended the ban for a year, enabling the forward to play in the last-16 clash with Belgium, where the US were hammered 4-1.
And reflecting on the World Cup, which ended on Sunday evening with Spain beating Argentina 1-0 after extra time in an ill-tempered final, Blatter was unimpressed.
"The longest World Cup has come to an end – with the right champions," he wrote on social media. "But on the way to the final whistle, the tournament had lost its credibility.
#infantino #credibility #final #former
Blatter – whose own Fifa presidency was rife with accusations of corruption – insisted that "politics must not be allowed to overshadow the game", seemingly in reference to Infantino's close relationship with US president Donald Trump, which helped lead to the controversial overturning of USA striker Folarin Balogun's ban for the red card he received against Bosnia.
Trump intervened, getting on the phone to Infantino urging him to look at Balogun's sending off and, in due course, Fifa unprecedentedly suspended the ban for a year, enabling the forward to play in the last-16 clash with Belgium, where the US were hammered 4-1.
And reflecting on the World Cup, which ended on Sunday evening with Spain beating Argentina 1-0 after extra time in an ill-tempered final, Blatter was unimpressed.
"The longest World Cup has come to an end – with the right champions," he wrote on social media. "But on the way to the final whistle, the tournament had lost its credibility.
#infantino #credibility #final #former
3 months ago
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for the "Heartland Value Plus Fund". A copy of the letter can be downloaded here. Small-cap stocks rose in the second quarter, with the Russell 2000® Index increasing 21.49%, outpacing the 15.20% gain for the S&P 500 Index. The artificial intelligence trade continues to be a key theme in the market. Small-cap value is benefiting from a strengthening economic environment. The Value Plus Fund rose 19.25% in the second quarter, compared with the 17.19% return for the Russell 2000 Value Index, driven by strong gains from Materials, Energy, and Real Estate holdings. In addition, you can check the Fund's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Heartland Value Plus Fund highlighted Century Communities, Inc. (NYSE:CCS). Headquartered in Greenwood Village, Colorado, Century Communities, Inc. (NYSE:CCS) is a single-family attached and detached home builder. On July 14, 2026, Century Communities, Inc. (NYSE:CCS) closed at $65.28 per share, reflecting a market capitalization of $1.88 billion. Century Communities, Inc. (NYSE:CCS) posted a one-month return of 9.00%, while its shares gained 9.99% over the past 52 weeks.
Heartland Value Plus Fund stated the following regarding Century Communities, Inc. (NYSE:CCS) in its Q2 2026 investor update:
"Another non-AI holding is Century Communities, Inc. (NYSE:CCS), a Denver-based builder of single-family homes predominantly in the West, Southwest, Mountain states, and Southeast. High mortgage rates and concerns about home affordability have kept demand for new houses tempered. As a result of the poor sentiment, CCS shares are trading at less than 1X book value— 0.81X to be exact.
We do not know when demand for housing will pick up or what will happen with interest rates. What we do know is that these historically low valuation levels are attracting patient, long-term capital, resulting in multiple take-outs in the ***** e in the past six months. Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value, and the ***** anese conglomerate Sumitomo acquired Tri Pointe Homes for 1.2X book value.
In its Q2 2026 investor letter, Heartland Value Plus Fund highlighted Century Communities, Inc. (NYSE:CCS). Headquartered in Greenwood Village, Colorado, Century Communities, Inc. (NYSE:CCS) is a single-family attached and detached home builder. On July 14, 2026, Century Communities, Inc. (NYSE:CCS) closed at $65.28 per share, reflecting a market capitalization of $1.88 billion. Century Communities, Inc. (NYSE:CCS) posted a one-month return of 9.00%, while its shares gained 9.99% over the past 52 weeks.
Heartland Value Plus Fund stated the following regarding Century Communities, Inc. (NYSE:CCS) in its Q2 2026 investor update:
"Another non-AI holding is Century Communities, Inc. (NYSE:CCS), a Denver-based builder of single-family homes predominantly in the West, Southwest, Mountain states, and Southeast. High mortgage rates and concerns about home affordability have kept demand for new houses tempered. As a result of the poor sentiment, CCS shares are trading at less than 1X book value— 0.81X to be exact.
We do not know when demand for housing will pick up or what will happen with interest rates. What we do know is that these historically low valuation levels are attracting patient, long-term capital, resulting in multiple take-outs in the ***** e in the past six months. Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value, and the ***** anese conglomerate Sumitomo acquired Tri Pointe Homes for 1.2X book value.
3 months ago
PepsiCo (PEP) quarterly results showed that North American consumers remain under pressure as they focus on essentials and budget for higher gas prices.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," chair and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell 3% on Thursday.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," chair and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell 3% on Thursday.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
3 months ago
The excitement surrounding artificial intelligence (AI) stocks has tempered down again, with fears of an AI bubble resurfacing. While investors debate whether the AI trade has gone too far, Taiwan Semiconductor (TSM) (TSMC) heads into another quarterly report with exceptional momentum.
TSMC will kick off the tech sector's high-stakes earnings season with its second-quarter results on July 16. TSM stock has climbed 46% year-to-date (YTD), outperforming the broader market's gain of roughly 10% so far this year.
Jeff Bezos Says 'We Don't Have a Revenue Problem' in America — Bottom Half Paying Just 3% of Taxes Means 'We Can Find 3%'
SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
TSMC will kick off the tech sector's high-stakes earnings season with its second-quarter results on July 16. TSM stock has climbed 46% year-to-date (YTD), outperforming the broader market's gain of roughly 10% so far this year.
Jeff Bezos Says 'We Don't Have a Revenue Problem' in America — Bottom Half Paying Just 3% of Taxes Means 'We Can Find 3%'
SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
3 months ago
PepsiCo (PEP) quarterly results showed that North American consumers remain under pressure as they focus on essentials and budget for higher gas prices.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," Chairman and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell over 1% in premarket trading.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
The soda and snack giant beat Wall Street's expectations on both the top and bottom lines, but its North American results weighed on the quarter. Additionally, Americans didn't stock up on snacks following price cuts of roughly 15% in February on Lay's, Doritos, Cheetos, and Tostitos.
"Results were tempered in the quarter as U.S. food and beverage category performance moderated with consumer budgets tightening due to rising inflationary pressures," Chairman and CEO Ramon Laguarta said in prepared remarks.
PepsiCo's stock fell over 1% in premarket trading.
Adjusted earnings per share came in at $2.20 in the fiscal second quarter, more than the $2.19 Wall Street **** ysts expected. Pepsi also posted a revenue beat, driven by international results, with sales of $24.2 billion above the $23.9 billion expected.
