16 hours ago
Zendaya and Tom Holland attended the Los Angeles premiere of Spider-Man: Brand New Day on July 27
The newly married couple spoke with Entertainment Tonight about the actress' press looks, which she has themed to her big-screen projects for the past few months
Zendaya and Holland star in the Marvel film as well as The Odyssey
Zendaya's got her stylist and her No. 1 supporter.
The actress, 29, and her husband, Tom Holland, 30, have been making waves with their recent red carpet appearances for their new movies The Odyssey and Spider-Man: Brand New Day. And at the July 27 Los Angeles premiere of the latter, the newlyweds spoke with Entertainment Tonight about what goes into her dramatic ensembles.
#brand
The newly married couple spoke with Entertainment Tonight about the actress' press looks, which she has themed to her big-screen projects for the past few months
Zendaya and Holland star in the Marvel film as well as The Odyssey
Zendaya's got her stylist and her No. 1 supporter.
The actress, 29, and her husband, Tom Holland, 30, have been making waves with their recent red carpet appearances for their new movies The Odyssey and Spider-Man: Brand New Day. And at the July 27 Los Angeles premiere of the latter, the newlyweds spoke with Entertainment Tonight about what goes into her dramatic ensembles.
#brand
16 hours ago
No one does a press tour quite like Zendaya. In one of her busiest years, with back-to-back releases, the star has shown the world how she makes the red carpet her runway.
With the styling help of her longtime friend and image architect Law Roach, Zendaya kicked off her year with her movie "The Drama," creating a string of edgy "something old, something new, something borrowed, and something blue" looks to match its (disastrous) wedding theme. But it's been her press tours for "The Odyssey" and "Spider-Man: Brand New Day" where she has really shined, taking the concept of method dressing to the next level.
You'd think Zendaya fatigue might have set in, but each look is new, on theme and often unexpected. And while it can seem, from a simplistic view, like an actress playing dress-up, what you're really witnessing is a connoisseur of fashion exploring the medium as a true art form. It's intentional storytelling and a combination of craft and culture uniquely derived from Zendaya's and Roach's unparalleled creative connection.
"Part of doing the press stuff and trying to make the clothes intentional is not just trying to pay homage but giving little trails of ideas and thoughts," Zendaya said in a recent interview with De Estreno. "And maybe it's true! Maybe it's confusing! That's the fun of it!"
As we await whatever the dynamic duo has in store for "Dune: Part Three" this fall, we're revisiting all the looks that captivated us, with a breakdown of reasons why Zendaya's 2026 summer press tour will stand the test of time.
#something #part #looks
With the styling help of her longtime friend and image architect Law Roach, Zendaya kicked off her year with her movie "The Drama," creating a string of edgy "something old, something new, something borrowed, and something blue" looks to match its (disastrous) wedding theme. But it's been her press tours for "The Odyssey" and "Spider-Man: Brand New Day" where she has really shined, taking the concept of method dressing to the next level.
You'd think Zendaya fatigue might have set in, but each look is new, on theme and often unexpected. And while it can seem, from a simplistic view, like an actress playing dress-up, what you're really witnessing is a connoisseur of fashion exploring the medium as a true art form. It's intentional storytelling and a combination of craft and culture uniquely derived from Zendaya's and Roach's unparalleled creative connection.
"Part of doing the press stuff and trying to make the clothes intentional is not just trying to pay homage but giving little trails of ideas and thoughts," Zendaya said in a recent interview with De Estreno. "And maybe it's true! Maybe it's confusing! That's the fun of it!"
As we await whatever the dynamic duo has in store for "Dune: Part Three" this fall, we're revisiting all the looks that captivated us, with a breakdown of reasons why Zendaya's 2026 summer press tour will stand the test of time.
#something #part #looks
18 hours ago
With training camp here, the excitement for football season is about to ramp up to a fever pitch. For the Dallas Cowboys, it's been an offseason where more noise has come from their roster moves, free agent acquisitions, and draft picks than any off the field drama, which is a welcome change for a team that will begin the regular season 973 days removed from their last playoff game appearance.
That playoff game was the now-infamous 48-32 home loss to the Green Bay Packers. The Cowboys and Packers have met just once since that January game in AT&T Stadium, and it was memorable for a whole other host of reasons, ending in a 40-40 tie on Sunday Night Football last season in week four.
The Cowboys and Packers will meet again on Sunday night primetime this season, at Lambeau Field, this time in week six. As we continue our season preview series, Dallas' division rivals are now all behind us, and our focus will shift to some of the potential toughest games on the schedule against either other rivals or expected playoff contenders at large.
Also for the second year in a row, the Cowboys and Packers early season meeting will be marked by a trade between the two sides involving a pass rusher. Last season, it was Kenny Clark coming over to the Cowboys from the Packers (plus some draft picks) in exchange for Micah Parsons, and this year the Cowboys acquired Rashan Gary after seven seasons with the green and gold. With Parsons still rehabbing from a week 15 ACL tear last season against the Broncos, the Cowboys may not be playing against their own former pass rush star this time around. The Packers scored 40 points on the Matt Eberflus defense in 2025; this game will be a very important early comparison point to just how much of a difference new defensive coordinator Christian Parker is making.
Another theme both of these teams will have going into 2026 is the expectation for their all-important QB/HC pairing to prove they are the right men for the jobs. The Packers will go into year four of Jordan Love as the starting quarterback and year eight for Matt LaFleur having lost in the Wild Card round the last two postseasons. For the Cowboys, it will be just year two of Brian Schottenheimer but year 11 for Dak Prescott. There was a point when Love was an up-and-coming quarterback and Prescott was in the midst of the three straight 12 win seasons under Mike McCarthy, and both were seen as potentially battling for supremacy at the position in the NFC, but so far it still hasn't manifested for either.
#cowboys #packers #year #week
That playoff game was the now-infamous 48-32 home loss to the Green Bay Packers. The Cowboys and Packers have met just once since that January game in AT&T Stadium, and it was memorable for a whole other host of reasons, ending in a 40-40 tie on Sunday Night Football last season in week four.
The Cowboys and Packers will meet again on Sunday night primetime this season, at Lambeau Field, this time in week six. As we continue our season preview series, Dallas' division rivals are now all behind us, and our focus will shift to some of the potential toughest games on the schedule against either other rivals or expected playoff contenders at large.
Also for the second year in a row, the Cowboys and Packers early season meeting will be marked by a trade between the two sides involving a pass rusher. Last season, it was Kenny Clark coming over to the Cowboys from the Packers (plus some draft picks) in exchange for Micah Parsons, and this year the Cowboys acquired Rashan Gary after seven seasons with the green and gold. With Parsons still rehabbing from a week 15 ACL tear last season against the Broncos, the Cowboys may not be playing against their own former pass rush star this time around. The Packers scored 40 points on the Matt Eberflus defense in 2025; this game will be a very important early comparison point to just how much of a difference new defensive coordinator Christian Parker is making.
Another theme both of these teams will have going into 2026 is the expectation for their all-important QB/HC pairing to prove they are the right men for the jobs. The Packers will go into year four of Jordan Love as the starting quarterback and year eight for Matt LaFleur having lost in the Wild Card round the last two postseasons. For the Cowboys, it will be just year two of Brian Schottenheimer but year 11 for Dak Prescott. There was a point when Love was an up-and-coming quarterback and Prescott was in the midst of the three straight 12 win seasons under Mike McCarthy, and both were seen as potentially battling for supremacy at the position in the NFC, but so far it still hasn't manifested for either.
#cowboys #packers #year #week
1 day ago
The Philadelphia 76ers announced Monday that the team has signed four-time NBA champion LeBron James - a move that has meant big business for small shops across the Delaware Valley.
Monkey's Uncle Retro Philly Tee Shirts in Doylestown has been pressing LeBron-themed shirts since the news first broke on Friday.
"I'm not going to lie, I was shocked," said Derrick Morgan, co-owner of Monkey's Uncle. "As soon as that decision came out, it was a whirlwind."
READ MORE | LeBron James to continue wearing No. 23 as Philadelphia 76er, team announces
The excitement of LeBron James coming to Philadelphia is already showing up in ticket prices.
#james #shirts #team #Delaware
Monkey's Uncle Retro Philly Tee Shirts in Doylestown has been pressing LeBron-themed shirts since the news first broke on Friday.
"I'm not going to lie, I was shocked," said Derrick Morgan, co-owner of Monkey's Uncle. "As soon as that decision came out, it was a whirlwind."
READ MORE | LeBron James to continue wearing No. 23 as Philadelphia 76er, team announces
The excitement of LeBron James coming to Philadelphia is already showing up in ticket prices.
#james #shirts #team #Delaware
1 day ago
With head coach Kyle Shanahan stepping back to focus on his recovery, acting head coach Chris Foerster stepped up to the podium following the San Francisco 49ers' opening practice of training camp. While Foerster attempted to keep the mood light and constructive, he couldn't completely avoid addressing a familiar and unwelcomed theme in Santa Clara…early-camp injuries.
Two major offseason free-agent additions failed to make it to the end of Sunday's session. Both offensive tackle Vederian Lowe and veteran wideout Christian Kirk left the field prematurely with athletic trainers.
Foerster was tight-lipped regarding specific medical timelines, deferring the official injury reporting back to Shanahan's protocol. However, this is what he did say:
"We'll see. It's his ankle," Foerster said when pressed on Lowe's status. "We'll see exactly what it is. With all the injuries, I know Kyle goes through the report. I'm not doing that. We'll see. Hopefully, he's not that bad."
While Lowe's ankle issue was clear, Kirk's sudden exit was equally concerning. Mid-practice, the veteran wide receiver quietly walked off the field alongside medical personnel.
#veteran
Two major offseason free-agent additions failed to make it to the end of Sunday's session. Both offensive tackle Vederian Lowe and veteran wideout Christian Kirk left the field prematurely with athletic trainers.
Foerster was tight-lipped regarding specific medical timelines, deferring the official injury reporting back to Shanahan's protocol. However, this is what he did say:
"We'll see. It's his ankle," Foerster said when pressed on Lowe's status. "We'll see exactly what it is. With all the injuries, I know Kyle goes through the report. I'm not doing that. We'll see. Hopefully, he's not that bad."
While Lowe's ankle issue was clear, Kirk's sudden exit was equally concerning. Mid-practice, the veteran wide receiver quietly walked off the field alongside medical personnel.
#veteran
4 days ago
CHICAGO — The WNBA All-Stars will not play with America-themed patches on their jerseys as part of the celebration of the nation's 250th birthday.
"No, they're not on the jerseys," New York Liberty forward Breanna Stewart said Friday at a post-practice media availability at the Obama Presidential Center.
The news comes after a June report from Sportico said the WNBA planned to have its biggest stars wear USA 250 patches during Saturday's All-Star Game at the United Center (8:30 p.m. ET, ABC/Disney+).
Women's National Basketball Players ******* ociation president Nneka Ogwumike, a forward for the L.A. Sparks, said Friday the report prompted the union to discuss the patches with league leadership.
"As players, we did ask about it," Ogwumike said. "I think being in a league where you're able to have that type of conversation with your leadership is important. You're not always in a position to be able to question certain things, and our players own the fact that we have a level of autonomy.
#Friday
"No, they're not on the jerseys," New York Liberty forward Breanna Stewart said Friday at a post-practice media availability at the Obama Presidential Center.
The news comes after a June report from Sportico said the WNBA planned to have its biggest stars wear USA 250 patches during Saturday's All-Star Game at the United Center (8:30 p.m. ET, ABC/Disney+).
Women's National Basketball Players ******* ociation president Nneka Ogwumike, a forward for the L.A. Sparks, said Friday the report prompted the union to discuss the patches with league leadership.
"As players, we did ask about it," Ogwumike said. "I think being in a league where you're able to have that type of conversation with your leadership is important. You're not always in a position to be able to question certain things, and our players own the fact that we have a level of autonomy.
#Friday
4 days ago
Ohio State will likely always be the king of sports in Columbus, but good on the local professional and semi-professional franchises for embracing that. The Columbus Clippers recently announced an Ohio State-themed game and custom jerseys, and the Columbus Blue Jackets paid homage to OSU when they played an outdoor game in the 'Shoe against the Detroit Red Wings.
Sometimes, the sports even cross, like the news we received on Thursday when the Ohio State women's hockey team announced the hiring of former Blue Jacket Jack Johnson. The former NHL defenseman played for Columbus from 2012-18 and then again for his final season in 2024-25. He carved out a niche for hitting and blocking shots while he wore the blue sweater, and now he'll be taking his knowledge to Nadine Muzerall's program.
"We're really excited to have a new member join our family here at Ohio State," Muzerall said in a release. "To bring in Jack Johnson is going to continue to make our program better, both on the ice and really contribute to recruiting. When we talk about Ohio State, we talk about family and how we're all united. I think it's very important that he exemplifies that. He's going to bring that to our program and I think our recruits are going to see that and I know our girls are going to feel that."
Johnson does bring a winning pedigree to Ohio State. He was a part of the Colorado Avalanche's Stanley Cup-winning team in 2022. He played his college hockey -- believe it or not -- at Michigan, so coming to the Buckeyes has to be a little bit awkward. Something tells me he'll fit in just fine.
"It's such a privilege and honor to be involved with the best women's college hockey program in the country," Johnson said. "I can't wait for the season to start and to continue Ohio State's pursuit of national championships."
#ohio
Sometimes, the sports even cross, like the news we received on Thursday when the Ohio State women's hockey team announced the hiring of former Blue Jacket Jack Johnson. The former NHL defenseman played for Columbus from 2012-18 and then again for his final season in 2024-25. He carved out a niche for hitting and blocking shots while he wore the blue sweater, and now he'll be taking his knowledge to Nadine Muzerall's program.
"We're really excited to have a new member join our family here at Ohio State," Muzerall said in a release. "To bring in Jack Johnson is going to continue to make our program better, both on the ice and really contribute to recruiting. When we talk about Ohio State, we talk about family and how we're all united. I think it's very important that he exemplifies that. He's going to bring that to our program and I think our recruits are going to see that and I know our girls are going to feel that."
Johnson does bring a winning pedigree to Ohio State. He was a part of the Colorado Avalanche's Stanley Cup-winning team in 2022. He played his college hockey -- believe it or not -- at Michigan, so coming to the Buckeyes has to be a little bit awkward. Something tells me he'll fit in just fine.
"It's such a privilege and honor to be involved with the best women's college hockey program in the country," Johnson said. "I can't wait for the season to start and to continue Ohio State's pursuit of national championships."
#ohio
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN), a professional services company that focuses on consulting, technology, and outsourcing. On July 22, 2026, Accenture plc (NYSE:ACN) closed at $140.09 per share. One-month return of Accenture plc (NYSE:ACN) was 9.41%, and its shares lost 51.13% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $84.17 billion.
Bristol US Equity Strategy stated the following regarding Accenture plc (NYSE:ACN) in its Q2 2026 investor update:
"We liquidated our stakes in Accenture plc (NYSE:ACN) and Intuit due to overlapping thematic headwinds. Both companies face intensifying market scrutiny regarding the potential for generative AI to disrupt their core business models. Accenture's labour-intensive consulting framework and Intuit's legacy software franchise. Because these structural debates will take considerable time to resolve, the near-term visibility on earnings durability has diminished. More critically, our forward-looking model signaled a material deterioration in their projected dividend-growth trajectories. Consequently, we redeployed this capital into higher-conviction opportunities with what we believe are superior risk adjusted return profiles."
Accenture plc (NYSE:ACN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 64 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the first quarter, compared to 71 in the previous quarter. In the first quarter of fiscal 2026, Accenture plc (NYSE:ACN) reported revenues of $18.7 billion, reflecting a 5% increase in local currency. While we acknowledge the potential of Accenture plc (NYSE:ACN) 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.
#Equity #quarter #investor #letter
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN), a professional services company that focuses on consulting, technology, and outsourcing. On July 22, 2026, Accenture plc (NYSE:ACN) closed at $140.09 per share. One-month return of Accenture plc (NYSE:ACN) was 9.41%, and its shares lost 51.13% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $84.17 billion.
Bristol US Equity Strategy stated the following regarding Accenture plc (NYSE:ACN) in its Q2 2026 investor update:
"We liquidated our stakes in Accenture plc (NYSE:ACN) and Intuit due to overlapping thematic headwinds. Both companies face intensifying market scrutiny regarding the potential for generative AI to disrupt their core business models. Accenture's labour-intensive consulting framework and Intuit's legacy software franchise. Because these structural debates will take considerable time to resolve, the near-term visibility on earnings durability has diminished. More critically, our forward-looking model signaled a material deterioration in their projected dividend-growth trajectories. Consequently, we redeployed this capital into higher-conviction opportunities with what we believe are superior risk adjusted return profiles."
Accenture plc (NYSE:ACN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 64 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the first quarter, compared to 71 in the previous quarter. In the first quarter of fiscal 2026, Accenture plc (NYSE:ACN) reported revenues of $18.7 billion, reflecting a 5% increase in local currency. While we acknowledge the potential of Accenture plc (NYSE:ACN) 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.
#Equity #quarter #investor #letter
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted EMCOR Group, Inc. (NYSE:EME). Headquartered in Norwalk, Connecticut, EMCOR Group, Inc. (NYSE:EME) offers electrical and mechanical construction and facilities, building, and industrial services. On July 22, 2026, EMCOR Group, Inc. (NYSE:EME) closed at $755.15 per share, reflecting a market capitalization of $33.56 billion. EMCOR Group, Inc. (NYSE:EME) posted a one-month return of -11.05%, while its shares gained 32.58% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding EMCOR Group, Inc. (NYSE:EME) in its Q2 2026 investor update:
"EMCOR Group, Inc. (NYSE:EME), which we purchased in late April, is a diversified construction and building-services company with broad exposure across US end markets, from pharmaceutical manufacturing to data centres. It is well positioned for the data centre build-out, where demand for complex mechanical and electrical work is strong and skilled labor is scarce. Management has been disciplined with capital allocation, investing in the business and returning capital to shareholders while maintaining a strong balance sheet."
EMCOR Group, Inc. (NYSE:EME) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge fund portfolios held EMCOR Group, Inc. (NYSE:EME) at the end of the first quarter, compared to 65 in the previous quarter. In Q1 2026, EMCOR Group, Inc. (NYSE:EME) reported revenues of $4.63 billion, representing year-over-year growth of 19.7% and organic growth of 16.8%. While we acknowledge the potential of EMCOR Group, Inc. (NYSE:EME) 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.
#emcor #capital #Growth #investor
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted EMCOR Group, Inc. (NYSE:EME). Headquartered in Norwalk, Connecticut, EMCOR Group, Inc. (NYSE:EME) offers electrical and mechanical construction and facilities, building, and industrial services. On July 22, 2026, EMCOR Group, Inc. (NYSE:EME) closed at $755.15 per share, reflecting a market capitalization of $33.56 billion. EMCOR Group, Inc. (NYSE:EME) posted a one-month return of -11.05%, while its shares gained 32.58% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding EMCOR Group, Inc. (NYSE:EME) in its Q2 2026 investor update:
"EMCOR Group, Inc. (NYSE:EME), which we purchased in late April, is a diversified construction and building-services company with broad exposure across US end markets, from pharmaceutical manufacturing to data centres. It is well positioned for the data centre build-out, where demand for complex mechanical and electrical work is strong and skilled labor is scarce. Management has been disciplined with capital allocation, investing in the business and returning capital to shareholders while maintaining a strong balance sheet."
EMCOR Group, Inc. (NYSE:EME) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge fund portfolios held EMCOR Group, Inc. (NYSE:EME) at the end of the first quarter, compared to 65 in the previous quarter. In Q1 2026, EMCOR Group, Inc. (NYSE:EME) reported revenues of $4.63 billion, representing year-over-year growth of 19.7% and organic growth of 16.8%. While we acknowledge the potential of EMCOR Group, Inc. (NYSE:EME) 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.
#emcor #capital #Growth #investor
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) is a financial software company offering products and services for financial management, payments, capital, compliance, and marketing. Intuit Inc. (NASDAQ:INTU) is facing AI disruption concerns in a rapidly changing software land scape. On July 22, 2026, Intuit Inc. (NASDAQ:INTU) closed at $284.47 per share. One-month return of Intuit Inc. (NASDAQ:INTU) was 11.53%, and its shares lost 63.59% over the past 52 weeks. Intuit Inc. (NASDAQ:INTU) has a market capitalization of $77.81 billion.
Bristol US Equity Strategy stated the following regarding Intuit Inc. (NASDAQ:INTU) in its Q2 2026 investor update:
"Intuit Inc. (NASDAQ:INTU) was the largest detractor with the share price down significantly after its quarterly report disappointed investors. We liquidated our stakes in Accenture and Intuit due to overlapping thematic headwinds. Both companies face intensifying market scrutiny regarding the potential for generative AI to disrupt their core business models. Accenture's labour-intensive consulting framework and Intuit's legacy software franchise. Because these structural debates will take considerable time to resolve, the near-term visibility on earnings durability has diminished. More critically, our forward-looking model signaled a material deterioration in their projected dividend-growth trajectories. Consequently, we redeployed this capital into higher-conviction opportunities with what we believe are superior risk adjusted return profiles."
Intuit Inc. (NASDAQ:INTU) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 92 hedge fund portfolios held Intuit Inc. (NASDAQ:INTU) at the end of the first quarter, compared to 91 in the previous quarter. In the third quarter of fiscal 2026, Intuit Inc. (NASDAQ:INTU) reported revenue of $8.6 billion, reflecting a 10% year-over-year growth. While we acknowledge the potential of Intuit Inc. (NASDAQ:INTU) 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
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) is a financial software company offering products and services for financial management, payments, capital, compliance, and marketing. Intuit Inc. (NASDAQ:INTU) is facing AI disruption concerns in a rapidly changing software land scape. On July 22, 2026, Intuit Inc. (NASDAQ:INTU) closed at $284.47 per share. One-month return of Intuit Inc. (NASDAQ:INTU) was 11.53%, and its shares lost 63.59% over the past 52 weeks. Intuit Inc. (NASDAQ:INTU) has a market capitalization of $77.81 billion.
Bristol US Equity Strategy stated the following regarding Intuit Inc. (NASDAQ:INTU) in its Q2 2026 investor update:
"Intuit Inc. (NASDAQ:INTU) was the largest detractor with the share price down significantly after its quarterly report disappointed investors. We liquidated our stakes in Accenture and Intuit due to overlapping thematic headwinds. Both companies face intensifying market scrutiny regarding the potential for generative AI to disrupt their core business models. Accenture's labour-intensive consulting framework and Intuit's legacy software franchise. Because these structural debates will take considerable time to resolve, the near-term visibility on earnings durability has diminished. More critically, our forward-looking model signaled a material deterioration in their projected dividend-growth trajectories. Consequently, we redeployed this capital into higher-conviction opportunities with what we believe are superior risk adjusted return profiles."
Intuit Inc. (NASDAQ:INTU) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 92 hedge fund portfolios held Intuit Inc. (NASDAQ:INTU) at the end of the first quarter, compared to 91 in the previous quarter. In the third quarter of fiscal 2026, Intuit Inc. (NASDAQ:INTU) reported revenue of $8.6 billion, reflecting a 10% year-over-year growth. While we acknowledge the potential of Intuit Inc. (NASDAQ:INTU) 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
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted W. R. Berkley Corporation (NYSE:WRB). Headquartered in Greenwich, Connecticut, W. R. Berkley Corporation (NYSE:WRB) is an insurance holding company operates as a commercial line writer. On July 22, 2026, W. R. Berkley Corporation (NYSE:WRB) closed at $72.36 per share, reflecting a market capitalization of $26.85 billion. W. R. Berkley Corporation (NYSE:WRB) posted a one-month return of 4.43%, while its shares gained 5.57% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding W. R. Berkley Corporation (NYSE:WRB) in its Q2 2026 investor update:
"W. R. Berkley Corporation (NYSE:WRB) is a property-and-casualty insurer with a long record of dividend growth and disciplined value creation, precisely the profile our process is designed to find. The company runs a decentralized model of more than 50 business units, each tailored to its market, with a focus on specialty and excess-and-surplus lines that demands deep underwriting expertise and generates high, durable returns on capital. Berkley has raised its dividend for 25 consecutive years, a five-year compound annual growth rate of roughly 11.6%, and regularly returns excess capital through special dividends when its balance sheet allows. That combination of free-cash-flow generation and shareholder-friendly capital allocation is exactly what our model favors.
Berkley is family-run, with a conservative underwriting culture and balance sheet. Its earnings are relatively insulated from the economic cycle, and we believe the position adds ballast to the portfolio: a more defensive, lower-volatility holding that can help steady returns at a time when AI is widening the range of outcomes across many sectors. With the shares trading at an attractive valuation relative to the quality and returns of the business, we initiated the position."
#corporation
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted W. R. Berkley Corporation (NYSE:WRB). Headquartered in Greenwich, Connecticut, W. R. Berkley Corporation (NYSE:WRB) is an insurance holding company operates as a commercial line writer. On July 22, 2026, W. R. Berkley Corporation (NYSE:WRB) closed at $72.36 per share, reflecting a market capitalization of $26.85 billion. W. R. Berkley Corporation (NYSE:WRB) posted a one-month return of 4.43%, while its shares gained 5.57% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding W. R. Berkley Corporation (NYSE:WRB) in its Q2 2026 investor update:
"W. R. Berkley Corporation (NYSE:WRB) is a property-and-casualty insurer with a long record of dividend growth and disciplined value creation, precisely the profile our process is designed to find. The company runs a decentralized model of more than 50 business units, each tailored to its market, with a focus on specialty and excess-and-surplus lines that demands deep underwriting expertise and generates high, durable returns on capital. Berkley has raised its dividend for 25 consecutive years, a five-year compound annual growth rate of roughly 11.6%, and regularly returns excess capital through special dividends when its balance sheet allows. That combination of free-cash-flow generation and shareholder-friendly capital allocation is exactly what our model favors.
Berkley is family-run, with a conservative underwriting culture and balance sheet. Its earnings are relatively insulated from the economic cycle, and we believe the position adds ballast to the portfolio: a more defensive, lower-volatility holding that can help steady returns at a time when AI is widening the range of outcomes across many sectors. With the shares trading at an attractive valuation relative to the quality and returns of the business, we initiated the position."
#corporation
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) is a leading US-based multinational retailer that specializes in the operation of membership-only warehouses. On July 22, 2026, Costco Wholesale Corporation (NASDAQ:COST) closed at $927.31 per share, reflecting a market capitalization of $411.24 billion. Costco Wholesale Corporation (NASDAQ:COST) posted a one-month return of -1.58%, and its shares lost 0.70% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its Q2 2026 investor update:
"Costco Wholesale Corporation (NASDAQ:COST) operates a membership-based model with a durable competitive moat in retail, anchored by industry-leading renewal rates and a value proposition that strengthens with scale. The recurring membership-fee stream is high-margin, predictable, and compounds alongside member growth and periodic fee increases. Backed by an experienced and capable management team, we believe this combination will translate into continued high dividend growth."
Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 107 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, up from 106 in the previous quarter. While we acknowledge the potential of Costco Wholesale Corporation (NASDAQ:COST) 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.
#corporation #cost #Equity
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) is a leading US-based multinational retailer that specializes in the operation of membership-only warehouses. On July 22, 2026, Costco Wholesale Corporation (NASDAQ:COST) closed at $927.31 per share, reflecting a market capitalization of $411.24 billion. Costco Wholesale Corporation (NASDAQ:COST) posted a one-month return of -1.58%, and its shares lost 0.70% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its Q2 2026 investor update:
"Costco Wholesale Corporation (NASDAQ:COST) operates a membership-based model with a durable competitive moat in retail, anchored by industry-leading renewal rates and a value proposition that strengthens with scale. The recurring membership-fee stream is high-margin, predictable, and compounds alongside member growth and periodic fee increases. Backed by an experienced and capable management team, we believe this combination will translate into continued high dividend growth."
Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 107 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, up from 106 in the previous quarter. While we acknowledge the potential of Costco Wholesale Corporation (NASDAQ:COST) 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.
#corporation #cost #Equity
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Howmet Aerospace Inc. (NYSE:HWM) as a newly added position. Howmet Aerospace Inc. (NYSE:HWM) is a leading US-based aerospace and industrial company that operates through Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels segments. On July 22, 2026, Howmet Aerospace Inc. (NYSE:HWM) closed at $280.70 per share. One-month return of Howmet Aerospace Inc. (NYSE:HWM) was 2.77%, and its shares gained 50.27% over the past 52 weeks. Howmet Aerospace Inc. (NYSE:HWM) has a market capitalization of about $112.31 billion.
Bristol US Equity Strategy stated the following regarding Howmet Aerospace Inc. (NYSE:HWM) in its Q2 2026 investor update:
"Howmet Aerospace Inc. (NYSE:HWM) supplies engineered components to the commercial aerospace, defense and industrial markets. Its advantage stems from decades of accumulated R&D in materials science and manufacturing, and it faces limited competition as a US manufacturer for the aerospace industry. Management has demonstrated excellent capital allocation through investments in high-growth projects that leverage the company's strengths."
Howmet Aerospace Inc. (NYSE:HWM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 75 hedge fund portfolios held Howmet Aerospace Inc. (NYSE:HWM) at the end of the first quarter, up from 71 in the previous quarter. While we acknowledge the potential of Howmet Aerospace Inc. (NYSE:HWM) 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.
#bristol
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Howmet Aerospace Inc. (NYSE:HWM) as a newly added position. Howmet Aerospace Inc. (NYSE:HWM) is a leading US-based aerospace and industrial company that operates through Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels segments. On July 22, 2026, Howmet Aerospace Inc. (NYSE:HWM) closed at $280.70 per share. One-month return of Howmet Aerospace Inc. (NYSE:HWM) was 2.77%, and its shares gained 50.27% over the past 52 weeks. Howmet Aerospace Inc. (NYSE:HWM) has a market capitalization of about $112.31 billion.
Bristol US Equity Strategy stated the following regarding Howmet Aerospace Inc. (NYSE:HWM) in its Q2 2026 investor update:
"Howmet Aerospace Inc. (NYSE:HWM) supplies engineered components to the commercial aerospace, defense and industrial markets. Its advantage stems from decades of accumulated R&D in materials science and manufacturing, and it faces limited competition as a US manufacturer for the aerospace industry. Management has demonstrated excellent capital allocation through investments in high-growth projects that leverage the company's strengths."
Howmet Aerospace Inc. (NYSE:HWM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 75 hedge fund portfolios held Howmet Aerospace Inc. (NYSE:HWM) at the end of the first quarter, up from 71 in the previous quarter. While we acknowledge the potential of Howmet Aerospace Inc. (NYSE:HWM) 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.
#bristol
5 days ago
Danielle Walter and Lucas Alcantara wed in an intimate ceremony at San Francisco City Hall with 50 guests
The couple embraced an Old Hollywood theme with a red color scheme, velvet accents and black tie attire
The bride calls the whole experience "surreal"
Danielle Walter is married!
The 33-year-old Bay Area-based content creator wed Lucas Alcantara on Tuesday, July 21, in San Francisco. The couple kept things intimate, surrounding themselves with 50 guests, in a celebration that Walter can only describe as "surreal."
Walter tells PEOPLE that she and Alcantara had originally made plans to elope but, in the end, couldn't stomach not having friends and family around them to celebrate their love.
Alcantara and Walter walk through a hallway in San Francisco City Hall.
Credit: Paige McKenzi
#walter #hall #couple
The couple embraced an Old Hollywood theme with a red color scheme, velvet accents and black tie attire
The bride calls the whole experience "surreal"
Danielle Walter is married!
The 33-year-old Bay Area-based content creator wed Lucas Alcantara on Tuesday, July 21, in San Francisco. The couple kept things intimate, surrounding themselves with 50 guests, in a celebration that Walter can only describe as "surreal."
Walter tells PEOPLE that she and Alcantara had originally made plans to elope but, in the end, couldn't stomach not having friends and family around them to celebrate their love.
Alcantara and Walter walk through a hallway in San Francisco City Hall.
Credit: Paige McKenzi
#walter #hall #couple
5 days ago
The Buffalo Bills are giving fans a new way to experience new Highmark Stadium. No game ticket required.
The team has opened the Highmark Trail, a 1.7-mile interactive walking loop around new Highmark Stadium featuring fitness challenges, photo opportunities and Bills-themed attractions. The trail is free and open to the public year-round.
"It's a path, but a path with purpose," Bills senior vice president of design Frank Cravotta said in a video unveiling the trail.
Beginning across from the Family Circle outside the stadium's north entrance on Abbott Road, the trail loops around the facility with blue mile markers tracking walkers' progress.
Along the way, fans can race a timed 40-yard dash, test their broad jump, warm up like the Bills and pose for photos inside a giant Bills helmet or with a "Buffalo Strong" powerlifting display featuring a bent barbell.
#trail #highmark #fans #around
The team has opened the Highmark Trail, a 1.7-mile interactive walking loop around new Highmark Stadium featuring fitness challenges, photo opportunities and Bills-themed attractions. The trail is free and open to the public year-round.
"It's a path, but a path with purpose," Bills senior vice president of design Frank Cravotta said in a video unveiling the trail.
Beginning across from the Family Circle outside the stadium's north entrance on Abbott Road, the trail loops around the facility with blue mile markers tracking walkers' progress.
Along the way, fans can race a timed 40-yard dash, test their broad jump, warm up like the Bills and pose for photos inside a giant Bills helmet or with a "Buffalo Strong" powerlifting display featuring a bent barbell.
#trail #highmark #fans #around
5 days ago
Liverpool’s pre-season work in Chicago moved on Thursday with a familiar theme, fitness, availability and who can actually help Andoni Iraola once the serious work begins.
There was a clear positive. Stefan Bajcetic was back on the grass with the squad as Liverpool continued preparations for Saturday’s summer friendly against Sunderland in Nashville. For a player whose career has been repeatedly stalled by injury, that matters.
Iraola also confirmed that Wataru Endo is close to stepping up his recovery. The Liverpool head coach said: “We have Stefan and Wataru that are close to training with the group. They will start in this during this tour, training not fully maybe but partially with the group.”
Bajcetic has not played a senior match for Liverpool since May 2024. That alone tells the story. He is still young, still talented and still trying to reclaim momentum that looked natural during his early breakthrough.
#bajcetic #work #group
There was a clear positive. Stefan Bajcetic was back on the grass with the squad as Liverpool continued preparations for Saturday’s summer friendly against Sunderland in Nashville. For a player whose career has been repeatedly stalled by injury, that matters.
Iraola also confirmed that Wataru Endo is close to stepping up his recovery. The Liverpool head coach said: “We have Stefan and Wataru that are close to training with the group. They will start in this during this tour, training not fully maybe but partially with the group.”
Bajcetic has not played a senior match for Liverpool since May 2024. That alone tells the story. He is still young, still talented and still trying to reclaim momentum that looked natural during his early breakthrough.
#bajcetic #work #group
5 days ago
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted KLA Corporation (NASDAQ:KLAC) as a newly added position. KLA Corporation (NASDAQ:KLAC) is a global manufacturer and distributor of process control, process-enabling, and yield management solutions for the semiconductor and electronics industries. On July 21, 2026, KLA Corporation (NASDAQ:KLAC) closed at $217.56 per share, reflecting a market capitalization of $284.19 billion. KLA Corporation (NASDAQ:KLAC) posted a one-month return of -9.53%, while its shares gained 142.52% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding KLA Corporation (NASDAQ:KLAC) in its Q2 2026 investor update:
KLA Corporation (NASDAQ:KLAC) is a dominant provider of process-control and metrology equipment to the semiconductor industry, with a high market share that becomes more entrenched at each node transition. Metrology is the precision measurement and evaluation of nanoscale features; as chip-making and architecture grow more complex, the economic cost of yield loss rises sharply, which makes KLA's tools effectively non-discretionary for leading-edge manufacturers. Those tailwinds, combined with prudent management, support strong dividend growth.
KLA Corporation (NASDAQ:KLAC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held KLA Corporation (NASDAQ:KLAC) at the end of the first quarter, up from 67 in the previous quarter. While we acknowledge the potential of KLA Corporation (NASDAQ:KLAC) 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 #management #investor #quarter
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted KLA Corporation (NASDAQ:KLAC) as a newly added position. KLA Corporation (NASDAQ:KLAC) is a global manufacturer and distributor of process control, process-enabling, and yield management solutions for the semiconductor and electronics industries. On July 21, 2026, KLA Corporation (NASDAQ:KLAC) closed at $217.56 per share, reflecting a market capitalization of $284.19 billion. KLA Corporation (NASDAQ:KLAC) posted a one-month return of -9.53%, while its shares gained 142.52% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding KLA Corporation (NASDAQ:KLAC) in its Q2 2026 investor update:
KLA Corporation (NASDAQ:KLAC) is a dominant provider of process-control and metrology equipment to the semiconductor industry, with a high market share that becomes more entrenched at each node transition. Metrology is the precision measurement and evaluation of nanoscale features; as chip-making and architecture grow more complex, the economic cost of yield loss rises sharply, which makes KLA's tools effectively non-discretionary for leading-edge manufacturers. Those tailwinds, combined with prudent management, support strong dividend growth.
KLA Corporation (NASDAQ:KLAC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held KLA Corporation (NASDAQ:KLAC) at the end of the first quarter, up from 67 in the previous quarter. While we acknowledge the potential of KLA Corporation (NASDAQ:KLAC) 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 #management #investor #quarter
6 days ago
What happened: Bond yields continued to climb on Thursday as oil prices rose amid an escalating conflict in the Middle East.
The 10-year yield (^TNX), used as a benchmark for mortgage and loan rates, rose to 4.7% on Thursday, the highest level since January 2025 The 30-year yield (^TYX) climbed to 5.19%. The long-dated bond notched its longest stretch above 5% since 2007, the year prior to the financial crisis.
Why it's important: Yields on the 10-year and 30-year remained above key psychological levels, raising concerns over mounting debt and sticky inflation as tensions between the US and Iran escalate, with the Strait of Hormuz remaining a major point of contention between the two sides.
What else you need to know: Over the past couple of weeks, investors have largely shrugged off rising oil prices as artificial intelligence became the central theme of economic and market growth.
But increasingly, investors may be anticipating that the Federal Reserve will need to tighten monetary policy, with Polymarket bettors **** igning a 71% probability of a rate hike in 2026.
#thursday #rose #yield #above
The 10-year yield (^TNX), used as a benchmark for mortgage and loan rates, rose to 4.7% on Thursday, the highest level since January 2025 The 30-year yield (^TYX) climbed to 5.19%. The long-dated bond notched its longest stretch above 5% since 2007, the year prior to the financial crisis.
Why it's important: Yields on the 10-year and 30-year remained above key psychological levels, raising concerns over mounting debt and sticky inflation as tensions between the US and Iran escalate, with the Strait of Hormuz remaining a major point of contention between the two sides.
What else you need to know: Over the past couple of weeks, investors have largely shrugged off rising oil prices as artificial intelligence became the central theme of economic and market growth.
But increasingly, investors may be anticipating that the Federal Reserve will need to tighten monetary policy, with Polymarket bettors **** igning a 71% probability of a rate hike in 2026.
#thursday #rose #yield #above
6 days ago
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) is a leading US-based multinational retailer that specializes in the operation of membership-only warehouses. On July 22, 2026, Costco Wholesale Corporation (NASDAQ:COST) closed at $927.31 per share, reflecting a market capitalization of $411.24 billion. Costco Wholesale Corporation (NASDAQ:COST) posted a one-month return of -1.58%, and its shares lost 0.70% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its Q2 2026 investor update:
"Costco Wholesale Corporation (NASDAQ:COST) operates a membership-based model with a durable competitive moat in retail, anchored by industry-leading renewal rates and a value proposition that strengthens with scale. The recurring membership-fee stream is high-margin, predictable, and compounds alongside member growth and periodic fee increases. Backed by an experienced and capable management team, we believe this combination will translate into continued high dividend growth."
Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 107 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, up from 106 in the previous quarter. While we acknowledge the potential of Costco Wholesale Corporation (NASDAQ:COST) 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.
#costco #NASDAQ #bristol #Equity
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted Costco Wholesale Corporation (NASDAQ:COST). Costco Wholesale Corporation (NASDAQ:COST) is a leading US-based multinational retailer that specializes in the operation of membership-only warehouses. On July 22, 2026, Costco Wholesale Corporation (NASDAQ:COST) closed at $927.31 per share, reflecting a market capitalization of $411.24 billion. Costco Wholesale Corporation (NASDAQ:COST) posted a one-month return of -1.58%, and its shares lost 0.70% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding Costco Wholesale Corporation (NASDAQ:COST) in its Q2 2026 investor update:
"Costco Wholesale Corporation (NASDAQ:COST) operates a membership-based model with a durable competitive moat in retail, anchored by industry-leading renewal rates and a value proposition that strengthens with scale. The recurring membership-fee stream is high-margin, predictable, and compounds alongside member growth and periodic fee increases. Backed by an experienced and capable management team, we believe this combination will translate into continued high dividend growth."
Costco Wholesale Corporation (NASDAQ:COST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 107 hedge fund portfolios held Costco Wholesale Corporation (NASDAQ:COST) at the end of the first quarter, up from 106 in the previous quarter. While we acknowledge the potential of Costco Wholesale Corporation (NASDAQ:COST) 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.
#costco #NASDAQ #bristol #Equity
6 days ago
RTOO debuted on NYSE Arca at $25.09, dropping to $23.57 in three days, but the fund has zero performance history to ***** s.
RTOO's 0.75% expense ratio tops competing robotics ETFs, which charge between 0.45% and 0.68%, with the premium paying for active management discretion over its benchmark index.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
VistaShares has added a robotics-themed fund to its lineup. The VistaShares Robotics Supercycle ETF (NYSEARCA:RTOO) began trading on NYSE Arca alongside a prospectus dated July 12, 2026, and is one of three VistaShares "supercycle" funds launched under the same document, alongside sister products focused on ***** e and defense.
The fund carries a total annual operating expense ratio of 0.75%, which works out to $75 a year on a $10,000 investment. The prospectus estimates a hypothetical shareholder's costs at $77 over one year and $240 over three years, ***** uming a 5% annual return. Shares closed at $23.57 on July 20, 2026, after opening the prior week at $25.09 on July 16. With only three trading days of history available, that early move should be treated as noise rather than a trend.
#fund #rtoo #days
RTOO's 0.75% expense ratio tops competing robotics ETFs, which charge between 0.45% and 0.68%, with the premium paying for active management discretion over its benchmark index.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
VistaShares has added a robotics-themed fund to its lineup. The VistaShares Robotics Supercycle ETF (NYSEARCA:RTOO) began trading on NYSE Arca alongside a prospectus dated July 12, 2026, and is one of three VistaShares "supercycle" funds launched under the same document, alongside sister products focused on ***** e and defense.
The fund carries a total annual operating expense ratio of 0.75%, which works out to $75 a year on a $10,000 investment. The prospectus estimates a hypothetical shareholder's costs at $77 over one year and $240 over three years, ***** uming a 5% annual return. Shares closed at $23.57 on July 20, 2026, after opening the prior week at $25.09 on July 16. With only three trading days of history available, that early move should be treated as noise rather than a trend.
#fund #rtoo #days
6 days ago
LOS ANGELES -- The Sparks have been so close so many times. But in the end, they don't reach the finish line.
The Sparks were rallying back against the Mercury. They had a chance to tie or take the lead with 20 seconds left but Dearica Hamby missed what could've been the equalizing lay-up. The Mercury were able to get the rebound and Monique Akoa Makani converted a fastbreak lay-up with 14 seconds left to put the game out of reach. That would end up being the final score, 86-82, Mercury.
That play alone didn't lose the Sparks the game; L.A. had trouble once again with holding on to the ball. It's a recurring theme for the team as they had 18 turnovers against Mercury.
"I think just our execution needs to be better, attention to detail, our communication defensively," Sparks coach Lynne Roberts said. "They weren't doing anything that we didn't show on film and go over. We just got to be locked in. I felt like we were a little bit reactive defensively down the stretch rather than proactive.
"Yeah, it's just execution. Coming out of a timeout, executing what we just talked about," Roberts continued. "Yeah, being able to do what we're supposed to do."
#sparks #able
The Sparks were rallying back against the Mercury. They had a chance to tie or take the lead with 20 seconds left but Dearica Hamby missed what could've been the equalizing lay-up. The Mercury were able to get the rebound and Monique Akoa Makani converted a fastbreak lay-up with 14 seconds left to put the game out of reach. That would end up being the final score, 86-82, Mercury.
That play alone didn't lose the Sparks the game; L.A. had trouble once again with holding on to the ball. It's a recurring theme for the team as they had 18 turnovers against Mercury.
"I think just our execution needs to be better, attention to detail, our communication defensively," Sparks coach Lynne Roberts said. "They weren't doing anything that we didn't show on film and go over. We just got to be locked in. I felt like we were a little bit reactive defensively down the stretch rather than proactive.
"Yeah, it's just execution. Coming out of a timeout, executing what we just talked about," Roberts continued. "Yeah, being able to do what we're supposed to do."
#sparks #able
7 days ago
Princess Delphine is speaking out after getting criticism for her outfit at Belgium's National Day celebrations
"Pink is simply my color," she told Belgian outlet HLN
Delphine added, "It is absolutely not my intention to steal the spotlight or take it away from someone else"
Princess Delphine of Belgium is defending her eyebrow-raising outfit for the National Day celebrations.
Delphine, 58, joined the rest of the Belgians royal family for a parade celebrating the holiday on July 21, where she made a statement in a bold pink outfit. The dress featured a mini skirt and a statement V-neckline with exaggerated sleeves, paired with platform heels and white elbow-length gloves featuring heart details. Royal reporter Wim Dehandschutter said on social media that the outfit was "love" themed and the dramatic neckline was intended to create a heart shape.
#delphine #OUTFIT #national #pink
"Pink is simply my color," she told Belgian outlet HLN
Delphine added, "It is absolutely not my intention to steal the spotlight or take it away from someone else"
Princess Delphine of Belgium is defending her eyebrow-raising outfit for the National Day celebrations.
Delphine, 58, joined the rest of the Belgians royal family for a parade celebrating the holiday on July 21, where she made a statement in a bold pink outfit. The dress featured a mini skirt and a statement V-neckline with exaggerated sleeves, paired with platform heels and white elbow-length gloves featuring heart details. Royal reporter Wim Dehandschutter said on social media that the outfit was "love" themed and the dramatic neckline was intended to create a heart shape.
#delphine #OUTFIT #national #pink
7 days ago
Tracee Ellis Ross was in New York on Wednesday promoting her Broadway debut in Every Brilliant Thing with an appearance on the Today show.
Aeon/GC Images
With temperatures remaining high, dressing for the heat while maintaining coverage can be a challenge, but Tracee seems to have found a formula that works for her. Following last week's translucent Marc Jacobs look, she continued the sheer theme in Sportmax Spring 2026.
The black ensemble paired an asymmetric draped top with sheer organza trousers layered over high-waisted shorts, striking a balance between airy and covered. It's a styling approach that feels especially practical in the summer heat while still delivering the fashion-forward edge we've come to expect from Tracee.
By her standards, this was also a surprisingly restrained outing. Tracee is rarely shy about embracing bold colours and vibrant prints, so seeing her lean into an all-black palette made the focus naturally shift to the trousers.
#trousers
Aeon/GC Images
With temperatures remaining high, dressing for the heat while maintaining coverage can be a challenge, but Tracee seems to have found a formula that works for her. Following last week's translucent Marc Jacobs look, she continued the sheer theme in Sportmax Spring 2026.
The black ensemble paired an asymmetric draped top with sheer organza trousers layered over high-waisted shorts, striking a balance between airy and covered. It's a styling approach that feels especially practical in the summer heat while still delivering the fashion-forward edge we've come to expect from Tracee.
By her standards, this was also a surprisingly restrained outing. Tracee is rarely shy about embracing bold colours and vibrant prints, so seeing her lean into an all-black palette made the focus naturally shift to the trousers.
#trousers
7 days ago
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI remained the dominant market theme, expanding from early adoption to broader enterprise adoption. The firm continues to focus on high-dividend-growth companies while maintaining discipline around valuation and earnings durability. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted KLA Corporation (NASDAQ:KLAC) as a newly added position. KLA Corporation (NASDAQ:KLAC) is a global manufacturer and distributor of process control, process-enabling, and yield management solutions for the semiconductor and electronics industries. On July 21, 2026, KLA Corporation (NASDAQ:KLAC) closed at $217.56 per share, reflecting a market capitalization of $284.19 billion. KLA Corporation (NASDAQ:KLAC) posted a one-month return of -9.53%, while its shares gained 142.52% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding KLA Corporation (NASDAQ:KLAC) in its Q2 2026 investor update:
KLA Corporation (NASDAQ:KLAC) is a dominant provider of process-control and metrology equipment to the semiconductor industry, with a high market share that becomes more entrenched at each node transition. Metrology is the precision measurement and evaluation of nanoscale features; as chip-making and architecture grow more complex, the economic cost of yield loss rises sharply, which makes KLA's tools effectively non-discretionary for leading-edge manufacturers. Those tailwinds, combined with prudent management, support strong dividend growth.
KLA Corporation (NASDAQ:KLAC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held KLA Corporation (NASDAQ:KLAC) at the end of the first quarter, up from 67 in the previous quarter. While we acknowledge the potential of KLA Corporation (NASDAQ:KLAC) 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.
#investor
In its Q2 2026 investor letter, Bristol US Equity Strategy highlighted KLA Corporation (NASDAQ:KLAC) as a newly added position. KLA Corporation (NASDAQ:KLAC) is a global manufacturer and distributor of process control, process-enabling, and yield management solutions for the semiconductor and electronics industries. On July 21, 2026, KLA Corporation (NASDAQ:KLAC) closed at $217.56 per share, reflecting a market capitalization of $284.19 billion. KLA Corporation (NASDAQ:KLAC) posted a one-month return of -9.53%, while its shares gained 142.52% over the past 52 weeks.
Bristol US Equity Strategy stated the following regarding KLA Corporation (NASDAQ:KLAC) in its Q2 2026 investor update:
KLA Corporation (NASDAQ:KLAC) is a dominant provider of process-control and metrology equipment to the semiconductor industry, with a high market share that becomes more entrenched at each node transition. Metrology is the precision measurement and evaluation of nanoscale features; as chip-making and architecture grow more complex, the economic cost of yield loss rises sharply, which makes KLA's tools effectively non-discretionary for leading-edge manufacturers. Those tailwinds, combined with prudent management, support strong dividend growth.
KLA Corporation (NASDAQ:KLAC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held KLA Corporation (NASDAQ:KLAC) at the end of the first quarter, up from 67 in the previous quarter. While we acknowledge the potential of KLA Corporation (NASDAQ:KLAC) 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.
#investor
7 days ago
From now until preseason camp starts in August, Land-Grant Holy Land will be writing articles around a different theme every week. This week is all about Then vs. Now. You can catch up on all of the Theme Week content here and all of our Then vs. Now articles here.
For nearly two decades, Larry Johnson has built defensive lines that have defined Ohio State football.
From Cameron Heyward and John Simon to Joey Bosa, Nick Bosa, Chase Young, Sam Hubbard, Zach Harrison, J.T. Tuimoloau and Jack Sawyer. The Buckeyes have consistently developed elite defensive linemen capable of taking over games and eventually becoming NFL stars.
So a lot of offseasons in Columbus bring the same question. Who is next? This year, the answer may not be one player. It may be an entire unit.
Ohio State enters 2026 replacing several proven veterans from last year's defense, but unlike previous years, the Buckeyes are not relying on one or two stars by themselves to carry the front. Instead, they have ****** embled what might be Larry Johnson's deepest defensive line in years, blending experienced veterans, former five-star recruits, elite transfers and some of the most talented young edge rushers in the country.
#week #larry
For nearly two decades, Larry Johnson has built defensive lines that have defined Ohio State football.
From Cameron Heyward and John Simon to Joey Bosa, Nick Bosa, Chase Young, Sam Hubbard, Zach Harrison, J.T. Tuimoloau and Jack Sawyer. The Buckeyes have consistently developed elite defensive linemen capable of taking over games and eventually becoming NFL stars.
So a lot of offseasons in Columbus bring the same question. Who is next? This year, the answer may not be one player. It may be an entire unit.
Ohio State enters 2026 replacing several proven veterans from last year's defense, but unlike previous years, the Buckeyes are not relying on one or two stars by themselves to carry the front. Instead, they have ****** embled what might be Larry Johnson's deepest defensive line in years, blending experienced veterans, former five-star recruits, elite transfers and some of the most talented young edge rushers in the country.
#week #larry
7 days ago
The Indiana Fever (16-10) will play their final game before the 2026 WNBA All-Star Game on Wednesday night as they welcome in the Connecticut Sun (7-19).
After capturing Eastern Conference Player of the Week honors for her efforts last week, Caitlin Clark is expected to be available tonight. Clark was listed on the Fever's day-before injury report as probable (back).
Landing on the Fever's injury report as probable has been a consistent theme for Clark throughout this season ever since she first missed a game this season on May 20 against the Portland Fire. Clark was a late scratch from that May 20 contest against the Fire, and it drew criticism because Indiana hadn't listed Clark on its day-before injury report.
The 6-foot guard has missed four games this season due to her back injury and rest.
Clark erupted for 45 points in the Fever's July 17 win over the Seattle Storm to set a Fever single-game franchise scoring record. In the process, Clark also became the fastest WNBA player to 200 career made 3-pointers and was also the first player to score 45 points and tally 10 ****** ists in the same game.
#report #FIRE
After capturing Eastern Conference Player of the Week honors for her efforts last week, Caitlin Clark is expected to be available tonight. Clark was listed on the Fever's day-before injury report as probable (back).
Landing on the Fever's injury report as probable has been a consistent theme for Clark throughout this season ever since she first missed a game this season on May 20 against the Portland Fire. Clark was a late scratch from that May 20 contest against the Fire, and it drew criticism because Indiana hadn't listed Clark on its day-before injury report.
The 6-foot guard has missed four games this season due to her back injury and rest.
Clark erupted for 45 points in the Fever's July 17 win over the Seattle Storm to set a Fever single-game franchise scoring record. In the process, Clark also became the fastest WNBA player to 200 career made 3-pointers and was also the first player to score 45 points and tally 10 ****** ists in the same game.
#report #FIRE
7 days ago
Throughout the year, we will be asking and answering questions about various Ohio State teams, the players, and anything else on our collective minds of varying degrees of importance. If you have a question that you would like to ask, you can tweet us LandGrant33, or if you need more than 280 characters, send an email HERE.
As preseason camp begins this week, Land-Grant Holy Land is diving into its final theme every week of the off-season. This week is all about taking stock of where the Buckeyes are compared to where they were. You can catch up on all of the Theme Week content here and all of our ”Then vs. Now” articles here.
With the start of preseason camp now just a few weeks away, for our article theme this week, we are looking back at previous Buckeye squads to compare them to the team that will be on the field this season. So, in this week’s fan survey, we want to know which position group you think has improved the most since last season.
Now, SB Nation’s polling technology only allows for six options, so I had to make some executive decisions on what would and would not be included. So, if the group you think should be No. 1 isn’t included, please feel free to write them in via the comment section at the bottom of the article.
So, take a look at the options below, then vote in the survey at the bottom of the article. Over the weekend or early next week, we will share the results, so make sure to check back in with us in a few days. And if you want to explain your rationale or add another option, head down to the comments and break it down.
#theme
As preseason camp begins this week, Land-Grant Holy Land is diving into its final theme every week of the off-season. This week is all about taking stock of where the Buckeyes are compared to where they were. You can catch up on all of the Theme Week content here and all of our ”Then vs. Now” articles here.
With the start of preseason camp now just a few weeks away, for our article theme this week, we are looking back at previous Buckeye squads to compare them to the team that will be on the field this season. So, in this week’s fan survey, we want to know which position group you think has improved the most since last season.
Now, SB Nation’s polling technology only allows for six options, so I had to make some executive decisions on what would and would not be included. So, if the group you think should be No. 1 isn’t included, please feel free to write them in via the comment section at the bottom of the article.
So, take a look at the options below, then vote in the survey at the bottom of the article. Over the weekend or early next week, we will share the results, so make sure to check back in with us in a few days. And if you want to explain your rationale or add another option, head down to the comments and break it down.
#theme
7 days ago
Ben speaks to broadcaster and author Josh Lewin about his new book Rescuing the Royals. Josh was given exclusive access to the club during the 2025/26 season to cover the ups and downs, and the people behind the players.
Learn about the ideas and events from last season that make up the book, and get an overly open perspective on Reading owner Rob Couhig from a writer with a pre-existing relationship.
The book is out on Amazon in mid-August!
View Link
Thank you to The Amazons for providing the theme song.
#learn
Learn about the ideas and events from last season that make up the book, and get an overly open perspective on Reading owner Rob Couhig from a writer with a pre-existing relationship.
The book is out on Amazon in mid-August!
View Link
Thank you to The Amazons for providing the theme song.
#learn
7 days ago
With a market cap of $169.6 billion, The Walt Disney Company (DIS) is a global entertainment leader with diversified operations across film, television, streaming, publishing, and theme parks. Headquartered in Burbank, California, Disney continues to evolve its business structure to align with the rapidly changing media landscape.
Walt Disney is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of this event, ***** ysts expect DIS to report adjusted earnings of $1.88 per share, a growth of 16.8% from $1.61 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#wednesday
Walt Disney is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of this event, ***** ysts expect DIS to report adjusted earnings of $1.88 per share, a growth of 16.8% from $1.61 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#wednesday
8 days ago
L1 Capital, an investment management firm, released its "L1 Long Short Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The market's main themes in the June quarter were the Iran conflict and developments in the AI sector. These trends shifted after oil prices declined due to a ceasefire agreement, leading to a reversal. AI stocks surged, driven by strong earnings, rapid capital investment, and critical supply shortages. During this period, the L1 Long Short Fund achieved notable gains, rising 12.7% compared to the ASX200AI's 4.0%, with year-to-date returns at 12.5% versus 2.4%. U.S. equities outperformed, especially those benefiting from AI-related capital expenditure. The firm is satisfied with the portfolio's positioning, emphasizing strong medium-term growth potential, supported by attractive valuations, solid earnings, and robust cash flow. In addition, you can check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, L1 Long Short Fund highlighted James Hardie Industries plc (NYSE:JHX). Based in Dublin, Ireland, James Hardie Industries plc (NYSE:JHX) is a building materials company that manufactures and supplies fiber cement, fiber gypsum, and cement-bonded building products. On July 17, 2026, James Hardie Industries plc (NYSE:JHX) closed at $25.82 per share, reflecting a market capitalization of $14.98 billion. James Hardie Industries plc (NYSE:JHX) posted a one-month return of 5.34%, while its shares lost 1.64% over the past 52 weeks.
L1 Long Short Fund stated the following regarding James Hardie Industries plc (NYSE:JHX) in its Q2 2026 investor update:
"James Hardie Industries plc (NYSE:JHX) (+46%) shares recovered over the quarter following easing Middle East tensions and on management's release of a constructive FY27 outlook, which included a pathway to return the core North American fibre cement business to volume growth, despite a subdued U.S. housing market. We expect this volume recovery to be supported by normalisation of channel inventory following the 2025 destocking period, improving execution in repair & remodel / smaller-builder channels, the Trim-Over installation method, competitor exits and continued material conversion from vinyl and wood.
In our view, the market is still applying a discounted multiple to James Hardie to reflect recent execution, governance and housing-cycle concerns. As these issues are progressively addressed, we believe there is scope for both earnings growth and recovery in the valuation multiple over time."
#NYSE
In its Q2 2026 investor letter, L1 Long Short Fund highlighted James Hardie Industries plc (NYSE:JHX). Based in Dublin, Ireland, James Hardie Industries plc (NYSE:JHX) is a building materials company that manufactures and supplies fiber cement, fiber gypsum, and cement-bonded building products. On July 17, 2026, James Hardie Industries plc (NYSE:JHX) closed at $25.82 per share, reflecting a market capitalization of $14.98 billion. James Hardie Industries plc (NYSE:JHX) posted a one-month return of 5.34%, while its shares lost 1.64% over the past 52 weeks.
L1 Long Short Fund stated the following regarding James Hardie Industries plc (NYSE:JHX) in its Q2 2026 investor update:
"James Hardie Industries plc (NYSE:JHX) (+46%) shares recovered over the quarter following easing Middle East tensions and on management's release of a constructive FY27 outlook, which included a pathway to return the core North American fibre cement business to volume growth, despite a subdued U.S. housing market. We expect this volume recovery to be supported by normalisation of channel inventory following the 2025 destocking period, improving execution in repair & remodel / smaller-builder channels, the Trim-Over installation method, competitor exits and continued material conversion from vinyl and wood.
In our view, the market is still applying a discounted multiple to James Hardie to reflect recent execution, governance and housing-cycle concerns. As these issues are progressively addressed, we believe there is scope for both earnings growth and recovery in the valuation multiple over time."
#NYSE
