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4b8l5wdvpnijhcm
8 days ago
The four-day Fully Loaded at Sea voyage sails from Miami to Cozumel, Mexico beginning Nov. 19
Kreischer says the inaugural trip depleted its vodka supply on the first night, requiring a resupply boat
He promises to set aside $1,000 for children conceived during the cruise
Bert Kreischer has a lot going on and, as usual, he's not exactly taking the quiet route.
The 53-year-old comedian is gearing up for the second voyage of Fully Loaded at Sea, his four-day comedy cruise sailing from Miami to Mexico in November. He's also preparing for the next season of his Netflix series, working toward another comedy special and juggling a schedule that includes a monthlong tour, the New York Food & Wine Festival, a commercial shoot, trips to London and Las Vegas and, naturally, whatever else gets thrown his way.

#fully #Mexico #voyage
grump1lynx
11 days ago
Joe Burrow is continuing his evolution from NFL quarterback to one of professional football's most closely watched dressers.
The Cincinnati Bengals star fronts Alo's latest fall campaign, introducing Java Brown to the lifestyle brand's seasonal color palette. The warm neutral appears alongside Gravel and Ivory across a selection of performance pieces, knitwear, tailoring and accessories.
In the campaign, Burrow models studio-to-street looks intended to move between training, travel and time away from the field. Featured pieces include the Alo Suited Trouser, Alpha Shell Long Coat and Cotton Ribbed Parallel Sweater. The Alo Voyage Duffle, an accessory that has previously appeared in Burrow's game-day arrivals, also returns.
The campaign builds on Burrow's ongoing relationship with Alo, which encompasses fashion, athletic performance and recovery. He previously appeared in the brand's Conquer Collection campaign and helped introduce its Alo Runner performance shoe.
"I've always been drawn to pieces that feel refined but effortless," Burrow said in a statement.

#burrow #campaign #appeared
Cool
23 days ago
Definium Therapeutics, Inc. (NASDAQ:DFTX) has now delivered a third consecutive positive Phase 3 readout for its LSD-based medication, the second in generalized anxiety disorder. The result puts the company on a viable route toward a potential FDA approval of an LSD-based treatment for generalized anxiety disorder, and considering how closely psychedelic stocks have historically traded on each other's data, the reading carries far more weight than Definium's own ticker.
On September 14, Definium Therapeutics, Inc. (NASDAQ:DFTX) announced that its drug DT120, an orally disintegrating tablet formulation of LSD, was successful in Panorama, the company's second late-stage anxiety trial. Over 12 weeks, patients who received a 100-microgram dose experienced a 9.8-point decline on the Hamilton Anxiety Rating Scale, a typical clinical measure, compared to a 4.7-point drop with placebo.
The resulting 5.1-point placebo-adjusted improvement is similar to what the company's first pivotal anxiety trial, Voyage, showed back in August: an 11.6-point improvement versus 6.2 for placebo, a 5.4-point separation that Jefferies called one of the strongest placebo-adjusted efficacy results ever seen in generalized anxiety disorder, and that Stifel simply described as "a clean win."
Psychedelic equities have a history of trading as a group rather than as individual names, and this tendency applies both ways. In February 2026, when Compass Pathways, the sector's other clinical leader developing a psilocybin-based drug for treatment-resistant depression, reported positive late-stage data, shares of Definium Therapeutics, Inc. (NASDAQ:DFTX), Atai Beckley, GH Research, and Helus Pharma all rose, some by double digits.
That correlation is significant here because Definium's win is an independent validation of the broader therapeutic argument on which Compass and others are betting: a single dose of a classic psychedelic, administered in a controlled clinical setting, can produce lasting improvements in serious mental health conditions via pathways different from existing SSRIs and other standard-of-care drugs.

#definium #placebo
fLuX9541
27 days ago
On September 10, Imperial Petroleum Inc. (NASDAQ:IMPP), a company involved in seaborne transportation of crude oil, dry bulk, and petroleum products, released its second quarter results. With a topline figure of $87.1 million, the company delivered record quarterly revenue, which also resulted in 139.9% year-over-year growth. Imperial's adjusted EBITDA for the second quarter stood at $41.7 million, while the Q2 adjusted net income of $35.3 million exhibited around 163% growth in comparison with Q2 FY25.
Ralf Gosch/Shutterstock.com
Several factors contributed to the second quarter topline growth. A 6.9 vessel rise in the company's average fleet size was the primary growth enabler. Other factors include encouraging dynamics across the drybulk segment, and higher rates for both drybulk and tankers amid the geopolitical uncertainties. Operating income for the quarter jumped to a near-record level of $33.4 million, which translates into a 307.3% growth relative to Q2 FY25. Imperial posted an adjusted EPS of $0.76 for the reported quarter, which almost doubled compared to the same quarter a year prior.
At the back of efficient fleet management, management remained focus on strengthening its financial position. The company ended the quarter with no debt, and its liquidity position also remained resilient. Cash and cash equivalents, including time deposits, increased from $179.1 million at the end of 2025 to $245.2 million as of June 30, 2026. The company added that its cash base had increased further to approximately $260 million as of the September 10 results release.
Certain areas of weakness warrant a closer examination. During the reported quarter, fleet operational utilization went down from 83.1% in prior year's second quarter to 73.5%. There was a substantial increase in some of the underlying operating expenses. For instance, the vessel operating expense stood at $14.4 million compared to $8.4 million during Q2 FY25. This $6 million rise can be attributed to Imperial's larger fleet size. Similarly, the voyage expenses also jumped from $10.7 million in last year's Q2 to $22.1 million for Q2 FY26. The incremental voyage expenses stemmed from higher bunkers' rates, as well as a 58.4% jump in spot days.

#fleet
rcwp90a6eb
29 days ago
On September 10, Tsakos Energy Navigation (NYSE:TEN) reported a first half of 2026 that reads like a fantasy year for a decades-old tanker operator. Net income hit $228 million, more than triple what the company earned over the same six months a year earlier, while diluted EPS climbed to $7.12 from $1.70. Behind those numbers sits a rare combination: a fleet locked into billions in forward earnings, war-driven cargo detours pushing rates higher, and a newbuilding bet that has already paid off before half the ships have even hit the water.
The earnings power came from two directions at once. The average time charter equivalent rate rose 41% to $43,503 a day in the first half, and profit-sharing contracts on nine large vessels brought in $71 million, up from just $10 million a year earlier. Even with six vessels pulled from service for scheduled dry docks, the fleet still ran at 96.5% utilization. Second-quarter results followed the same pattern, with net income of $139.3 million, which included a $38 million gain on ******* et sales, and earnings per share of $4.40 against $0.67 in last year's second quarter.
Tsakos is also sitting on a fleet renewal bet that already worked out. Since the start of 2023, the company has sold 20 tankers averaging 17.3 years old and replaced them with 35 vessels averaging just half a year old. Its 26-ship newbuilding program, contracted for about $3.1 billion, is now valued roughly 30% above that cost, and CEO Nikolas Tsakos said the VLCCs in that order book have nearly doubled in price since they were placed. With $466 million in cash and forward committed earnings of roughly $3.5 billion, management has room to raise its dividend, which already paid out $1.60 per share this year, and is weighing whether to redeem $120 million of 9.25% preferred shares, a move it estimates could add $0.30 to $0.40 to EPS.
That performance came against a backdrop the company would rather not have. President George Saroglou said vessels have been attacked, and seafarers hurt or killed trying to keep global trade moving through the Strait of Hormuz, where a ceasefire unraveled roughly halfway through its planned 60-day run and a US naval presence now tries to manage safe passage. Tsakos has chosen to route around the strait entirely rather than put crews through the toll those attacks take.
The cost side is climbing too. Bunker prices jumped about 25%, pushing first-half voyage expenses to $82 million from $68 million, and operating expenses rose to $111 million from $102 million on higher dry-docking costs and inflation. Total debt reached $2.1 billion at the end of June, up from $1.8 billion a year earlier, as the company finances its newbuilding program. And while profit-sharing revenue jumped, the operating days tied to those market-related contracts actually fell 22%, meaning a smaller slice of the fleet is left exposed to capture further spot-rate gains if the tanker market keeps running hot.

#billion
bouNc8FrOst
1 month ago
On August 4, Voya Financial (NYSE:VOYA) announced its second-quarter 2026 results, and the headline numbers tell an uncomfortable story. Net income available to common shareholders dropped to $90 million, or $0.97 per diluted share, down from $162 million and $1.66 a year earlier. Adjusted operating earnings fell just as sharply, to $140 million from $240 million. Yet look past the income statement and Voya's underlying businesses were adding client ******* ets, growing fee income, and returning cash to shareholders at a steady pace.
Voya's Retirement business crossed 10 million participant accounts during the quarter, a milestone that arrived alongside the completed integration of OneAmerica. Total client ******* ets in that segment reached $863 billion as of June 30, up 14% from $757 billion a year earlier, and fee-based revenues climbed 10% year over year. Investment Management told a similar story. Pre-tax adjusted operating earnings there rose 12% to $57 million, helped by $1.2 billion of net inflows during the quarter that pushed ******* ets under management to $377 billion, up from $360 billion a year ago.
Assets under advisory grew even faster, reaching $63 billion from $54 billion. Margins widened too, up 100 basis points on a trailing twelve-month basis to 29.0%. Employee Benefits, often the company's most volatile segment, showed real underwriting progress: the total aggregate loss ratio improved to 74% from 79% a year earlier, lifting its trailing twelve-month margin to 11.0% from just 3.7%. None of that came at the expense of shareholders. Voya generated roughly $150 million of excess capital in the quarter, more than fully converting its adjusted operating earnings into deployable cash, and returned about $200 million through dividends and buybacks, with $263 million still authorized for future repurchases.
The drop in profitability traces to specific, identifiable costs. Corporate reported pre-tax adjusted operating losses of $102 million, up from $67 million a year earlier, largely because of roughly $40 million in severance tied to efficiency actions. A $15 million pre-tax loss on alternative investments added further pressure. Those same alternative investment declines hit Retirement directly: pre-tax adjusted operating earnings there fell to $190 million from $235 million, even as fee revenue grew, because lower alternative investment income and planned strategic investment spending offset the gains. Employee Benefits saw the sharpest swing, with pre-tax adjusted operating earnings falling to $22 million from $69 million.

#year #earnings #assets #voya
socketwhirl
1 month ago
Foster City, California-based Gilead Sciences, Inc. (GILD) discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States and internationally. The company has a market cap of $185.9 billion and provides Biktarvy, Descovy, Genvoya, Odefsey, Sunlenca, Symtuza, and Yeztugo for the treatment of HIV-1 infection in patients, as well as other related drugs.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." GILD fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the general drug manufacturers industry.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ******* eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#gild #deal #Stock #sciences
fix8
1 month ago
On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating. This update came after the company reported its second-quarter fiscal 2027 results. The company delivered stronger-than-expected revenue growth, improved profitability and raised its full-year outlook.
MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, surpassing both Rosenblatt's estimate and consensus expectations by about 5%. However, the stock declined more than 12% in pre-market trading following the results, as investors focused on the pace of growth in the company's Atlas cloud business.
Bull Case
The company's Atlas business grew 29% year-over-year and accounted for 73% of total revenue, with its run-rate surpassing $2 billion. This growth was ahead of Rosenblatt's estimate of 26%. MongoDB, Inc.'s (NASDAQ:MDB) non-Atlas on-premise business grew 36% year-over-year.
Customer growth also remained strong as the company added a record 2,900 customers in the second quarter. The number of Voyage customers nearly doubled from the previous quarter. MongoDB, Inc. (NASDAQ:MDB) also reported a non-GAAP operating margin of 24%, up significantly from 15% a year ago, to beat Rosenblatt's estimate of 21%.

#Growth #atlas
kmzwolm_xavyuzu
1 month ago
On September 2, Rosenblatt raised its price target on MongoDB, Inc. (NASDAQ:MDB) from $395 to $445 while maintaining a Buy rating. This update came after the company reported its second-quarter fiscal 2027 results. The company delivered stronger-than-expected revenue growth, improved profitability and raised its full-year outlook.
MongoDB, Inc. (NASDAQ:MDB) reported second-quarter revenue growth of 30%, surpassing both Rosenblatt's estimate and consensus expectations by about 5%. However, the stock declined more than 12% in pre-market trading following the results, as investors focused on the pace of growth in the company's Atlas cloud business.
Bull Case
The company's Atlas business grew 29% year-over-year and accounted for 73% of total revenue, with its run-rate surpassing $2 billion. This growth was ahead of Rosenblatt's estimate of 26%. MongoDB, Inc.'s (NASDAQ:MDB) non-Atlas on-premise business grew 36% year-over-year.
Customer growth also remained strong as the company added a record 2,900 customers in the second quarter. The number of Voyage customers nearly doubled from the previous quarter. MongoDB, Inc. (NASDAQ:MDB) also reported a non-GAAP operating margin of 24%, up significantly from 15% a year ago, to beat Rosenblatt's estimate of 21%.

#year #mongodb #reported #revenue
mildlyGR9mPy95
1 month ago
Interested in MongoDB, Inc.? Here are five stocks we like better.
MongoDB's fiscal Q2 2027 revenue rose 30% to $772 million, driven by accelerating Atlas cloud database and Enterprise Advanced demand. The company added a record 2,900 customers, reaching 70,600 total customers, while its non-GAAP operating margin expanded to 24%.
AI adoption is gaining momentum through Atlas Vector Search, Voyage AI models and the company's managed Model Context Protocol server. Management said the strongest demand is coming from production-scale, customer-facing applications, although AI remains a relatively small contributor today.
MongoDB raised its fiscal 2027 outlook to $2.99 billion–$3.03 billion in revenue and increased its Atlas growth and operating-margin expectations. Enterprise Advanced revenue grew 36% year over year and is becoming a more durable growth driver alongside Atlas.
5 Stocks to Buy in September Before Wall Street Catches On

#mongodb #advanced #customers
madlyna
2 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.
Achieved record quarterly profit driven by a long-term strategy of increasing VLCC exposure and voyage days during the post-COVID period.
Market strength is driven by extreme trade inefficiencies, including a 23% increase in idling days per VLCC, which have emerged despite an 82% reduction in crude oil exports from the Strait of Hormuz.
Observed a significant shift in trade patterns, with Atlantic Basin exports taking longer routes and Middle East exports increasingly relying on multi-stage ship-to-ship (STS) transfers.
Global oil supply is currently being sustained by aggressive inventory draws in the US, China, and OECD nations, which management views as a temporary cushion.

#days
ocoeqxvyef
2 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.
Achieved record second-quarter performance driven by exceptionally strong freight markets resulting from heightened geopolitical tensions in the Middle East and global trade flow disruptions.
Leveraged the 'One TORM' integrated operating model to optimize fleet deployment and capture market opportunities, resulting in MR fleet earnings that outperformed the peer average by over USD 200 million from 2023-2025.
Shifted fleet renewal strategy toward newbuildings and resales as secondhand vessel prices increased, securing a phased delivery pipeline from 2027 through 2029 to maintain a modern fleet profile.
Capitalized on significant market inefficiencies, such as the closure of the Strait of Hormuz, which increased voyage distances and reduced effective fleet availability despite lower overall oil volumes.

#market #increased #east #leveraged
2quiet
2 months ago
NVDA posted 92% Data Center revenue growth and CRWV secured a $2.6B GPU-backed loan with a $104B backlog.
Unlike Bitcoin, chips have no fixed supply mechanics. Manufacturers can expand capacity and render older GPUs economically obsolete on a published schedule.
Cuban sold 98% of his Bitcoin near $88,000 and has been linked to collapsed projects ****** AN and Voyager, making his crypto praise read as a warning.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
On Aug. 15, 2026, Mark Cuban posted on X: "Chips as an ****** et class will be the new crypto." That is the entire public statement. Cuban did not specify which chips, name an investment vehicle, offer a timeline, or follow up in any interview. The post drew over 1.2 million views within a day and was reported by outlets including Crypto News, TradingView, TheStreet, Protos, and AOL between Aug. 16 and Aug. 18, 2026.

#chips #unlike
266prism_packet
2 months ago
Gulf oil producers are finding new ways around the Strait of Hormuz, but bypassing the world's biggest oil chokepoint creates new risks.
VLCC Rates Go Ballistic as Hormuz Turns Into a Freight Jackpot
- VLCC prices are ballooning out of control (once again), pushing ***** sed earnings for a Middle East-to-China voyage beyond $500,000 per day as the flow of vessels moving out of the Gulf trickled down to a mere couple per day.
- Amidst news that Saudi Aramco resumed crude loadings at its key Ras Tanura export terminal, VLCC fixing costs for inside-Hormuz cargoes jumped to a whopping $31 million per voyage, as seen this week with the Mongolia Prosperity supertanker.
- Saudi Aramco loaded at least three VLCCs (Malaysia Prosperity, Algeria Prosperity and Singapore Prosperity) in the Gulf last week, all owned by Sinokor, offering them to Asian buyers via ship-to-ship transfers off Fujairah in the UAE on a prompt basis.

#prosperity #ship
wildly442
2 months ago
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted Tronox Holdings plc (NYSE:TROX), which accounted for 0.40% of the portfolio, detracted from performance during the quarter. Incorporated in 2018, Tronox Holdings plc (NYSE:TROX) is a vertically integrated mining company and leading manufacturer of TiO2 pigment. On August 14, 2026, Tronox Holdings plc (NYSE:TROX) closed at $5.96 per share. The one-month return of Tronox Holdings plc (NYSE:TROX) was 0.17%, and its shares gained 46.08% over the past 52 weeks. Tronox Holdings plc (NYSE:TROX) has a market capitalization of $951.8 million.
Voya MI Dynamic Small Cap Fund stated the following regarding Tronox Holdings plc (NYSE:TROX) in its Q2 2026 investor letter:
"The overweight position in Tronox Holdings plc (NYSE:TROX), a **** anium dioxide pigment producer, was primarily driven by risk management reasons and had a negative impact on performance. The stock was pressured by softer earnings guidance, high leverage concerns, and competitive headwinds including elevated Chinese export volumes."
Tronox Holdings plc (NYSE:TROX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge fund portfolios held Tronox Holdings plc (NYSE:TROX) at the end of the first quarter, compared to 32 in the previous quarter. While we acknowledge the potential of Tronox Holdings plc (NYSE:TROX) 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.

#voya #small #letter
xyhdiggadgetdrift
2 months ago
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted Flowserve Corporation (NYSE:FLS), which accounted for 1.38% of the portfolio, detracted from performance during the quarter. Flowserve Corporation (NYSE:FLS) is an industrial company that focuses on industrial flow management equipment. On August 14, 2026, Flowserve Corporation (NYSE:FLS) closed at $80.87 per share. The one-month return of Flowserve Corporation (NYSE:FLS) was 21.17%, and its shares gained 51.95% over the past 52 weeks. Flowserve Corporation (NYSE:FLS) has a market capitalization of $10.28 billion.
Voya MI Dynamic Small Cap Fund stated the following regarding Flowserve Corporation (NYSE:FLS) in its Q2 2026 investor letter:
"Our position in non-benchmark stock Flowserve Corporation (NYSE:FLS). was driven by the machine learning models' positive view of its valuation (earnings before interest, taxes, depreciation, and amortization (EBITDA)) and short interest features. Flowserve, a supplier of industrial pumps and valves, had a negative impact on performance. Shares weakened after declining organic sales, reduced growth outlook, and activist investor pressure questioning management execution."
Flowserve Corporation (NYSE:FLS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 48 hedge fund portfolios held Flowserve Corporation (NYSE:FLS) at the end of the first quarter, compared to 51 in the previous quarter. While we acknowledge the potential of Flowserve Corporation (NYSE:FLS) 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.

#quarter
kmzwolm_xavyuzu
2 months ago
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted Mueller Water Products, Inc. (NYSE:MWA). Headquartered in Atlanta, Georgia, Mueller Water Products, Inc. (NYSE:MWA) is an infrastructure company that produces and markets products and services for the transmission, distribution, and measurement of water. On August 14, 2026, Mueller Water Products, Inc. (NYSE:MWA) closed at $25.54 per share. One-month return of Mueller Water Products, Inc. (NYSE:MWA) was -5.95%, and its shares gained 3.78% over the past 52 weeks. Mueller Water Products, Inc. (NYSE:MWA) has a market capitalization of $3.98 billion.
Voya MI Dynamic Small Cap Fund stated the following regarding Mueller Water Products, Inc. (NYSE:MWA) in its Q2 2026 investor letter:
"The overweight position in Mueller Water Products, Inc. (NYSE:MWA), a water infrastructure equipment manufacturer, was driven by was driven by the machine learning models' positive view of its volatility and short interest features and had a negative impact on performance. Despite strong operational results, shares lagged due to broader investor concerns over water infrastructure spending and regulatory scrutiny affecting the sector."
Mueller Water Products, Inc. (NYSE:MWA) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge fund portfolios held Mueller Water Products, Inc. (NYSE:MWA) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the potential of Mueller Water Products, Inc. (NYSE:MWA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#NYSE #small #quarter
qkwnlxedfccnhmmu
2 months ago
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted Extreme Networks, Inc. (NASDAQ:EXTR), a cloud‑driven enterprise networking company that develops and markets network infrastructure equipment and related software. Representing 1.10% of the portfolio, Extreme Networks, Inc. (NASDAQ:EXTR) contributed positively to the Fund's performance during the quarter. On August 14, 2026, Extreme Networks, Inc. (NASDAQ:EXTR) closed at $24.41 per share, reflecting a market capitalization of $3.20 billion. Extreme Networks, Inc. (NASDAQ:EXTR) posted a one-month return of -19.39%, while its shares gained 22.85% over the past 52 weeks.
Voya MI Dynamic Small Cap Fund stated the following regarding Extreme Networks, Inc. (NASDAQ:EXTR) in its Q2 2026 investor letter:
"The overweight position in Extreme Networks, Inc. (NASDAQ:EXTR), a provider of enterprise networking solutions, had a positive impact on performance. The stock gained after delivering solid earnings with double-digit revenue growth and expanding margins driven by momentum in AI-enabled networking platforms. The overweight was driven by the machine learning models' positive view of its quality (research and development (R&D), capital efficiency), and short interest features."
Extreme Networks, Inc. (NASDAQ:EXTR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 41 hedge fund portfolios held Extreme Networks, Inc. (NASDAQ:EXTR) at the end of the first quarter, up from 37 in the previous quarter. While we acknowledge the potential of Extreme Networks, Inc. (NASDAQ:EXTR) 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.

#voya
ZA_9h8BT8
2 months ago
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted TTM Technologies, Inc. (NASDAQ:TTMI), a US-based global manufacturer of mission systems, radio frequency (RF) components, RF microwave/microelectronic ******* emblies, and printed circuit boards (PCBs). Accounting for 1.39% of the portfolio, TTM Technologies, Inc. (NASDAQ:TTMI) contributed to the Fund's performance during the quarter. On August 14, 2026, TTM Technologies, Inc. (NASDAQ:TTMI) closed at $140.00 per share, reflecting a market capitalization of $14.75 billion. TTM Technologies, Inc. (NASDAQ:TTMI) posted a one‑month return of 5.13%, while its shares gained 234.77% over the past 52 weeks."
Voya MI Dynamic Small Cap Fund stated the following regarding TTM Technologies, Inc. (NASDAQ:TTMI) in its Q2 2026 investor letter:
"The overweight position in TTM Technologies, Inc. (NASDAQ:TTMI), a manufacturer of advanced printed circuit boards, had a positive impact on performance and was primarily driven by risk management reasons. Shares advanced on strong quarterly results and guidance as the company benefited from accelerating AI data-center and defense demand for high-performance computing hardware."
TTM Technologies, Inc. (NASDAQ:TTMI) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held TTM Technologies, Inc. (NASDAQ:TTMI) at the end of the first quarter which was 54 in the previous quarter. While we acknowledge the potential of TTM Technologies, Inc. (NASDAQ:TTMI) 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.

#ttmi #voya #quarter #performance
echo
2 months ago
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted Bloom Energy Corporation (NYSE:BE), an energy company that focuses on designing and manufacturing solid-oxide fuel cell systems for clean, reliable, on-site power generation. Representing 2.34% of the portfolio, Bloom Energy Corporation (NYSE:BE) contributed to the Fund's performance during the quarter. On August 14, 2026, Bloom Energy Corporation (NYSE:BE) closed at $229.94 per share, reflecting a market capitalization of $67.72 billion. Bloom Energy Corporation (NYSE:BE) posted a one‑month return of 16.69%, while its shares gained 394.49% over the past 52 weeks.
Voya MI Dynamic Small Cap Fund stated the following regarding Bloom Energy Corporation (NYSE:BE) in its Q2 2026 investor letter:
"The overweight position in Bloom Energy Corporation (NYSE:BE), a provider of fuel-cell power systems for data centers, had a positive impact on performance and was primarily driven by risk management reasons as the stock served to balance factor exposures. The stock rose as investors focused on the company's strategic role in AI data-center power solutions, supported by strong earnings and expanded partnerships with Oracle and Brookfield."
Bloom Energy Corporation (NYSE:BE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 91 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the first quarter which was 88 in the previous quarter. While we acknowledge the potential of Bloom Energy Corporation (NYSE:BE) 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.

#voya
ssiidgnyhkgzoh
2 months ago
Some of the world's most powerful tech billionaires think your next job posting could come from another planet. Elon Musk, Jeff Bezos, and Sam Altman have all predicted a future where humans live and work in ******* e. Now, Voyager Technologies founder and CEO Dylan Taylor is backing them up—and he's putting a very soon timeline on it.
According to Taylor, you could be commuting to the moon within a decade.
"Humans will definitely be living and working in ******* e," the billionaire ******* e exec exclusively told Fortune.
"The next step would be the moon. That'll happen in the 2030s—probably early 2030s," Taylor added. "We'll have a moon base, people living and working on the moon. You'll be able to look up at the moon and see lights on the moon."
Technically, Taylor points out that a tiny portion of humanity is already working in ******* e at the International ******* e Station, which has had "humans continuously up there for 26 years." But the CEO added that the industry is "working actively" on scaling that up from a handful of trained astronauts to the general population.

#working #humans #next
5simply
2 months ago
Commercial **** e and defense equities continue to draw investor attention, but CNBC's Mad Money host Jim Cramer took a cautious stance on higher-risk plays in the sector on August 5. When asked about Rocket Lab Corporation (NASDAQ:RKLB), Cramer dismissed the stock as speculative while steering investors toward Voyager Technologies, Inc. (NYSE:VOYG):
Pure spec, that's the problem. It's a pure spec. I like that Voyager. We had that fella on last night, Voyager… I like the Voyager.
Cramer's preference for Voyager Technologies, Inc. (NYSE:VOYG) follows its second-quarter earnings report, which he reviewed during the August 4 episode after interviewing management. Cramer highlighted the expanding government defense contracts, sequential revenue acceleration, and a growing backlog and said:
When you look at this phenomenal run in Voyager Technologies, the **** e and defense company that makes key components for satellites, missiles, and **** ecraft, it's been racking up government contracts left and right. Last night, Voyager reported a very strong quarter with revenue up 51% just versus the previous 3 months, a narrower-than-expected loss, and the backlog jumping 22% sequentially. That's versus last quarter, not last year. Management said that demand is building faster than they can convert it into revenue. High-quality problem. They also raised their full-year revenue forecast pretty substantially. Some of that's thanks to the recent acquisition of Astrobotic. That's a **** e robotics play... The stock jumped 14% yesterday even before the quarter and then rallied another 19.6% today in response to these results, although it's still down roughly 55% from its post-IPO highs last summer. So maybe you haven't missed as much as you might think.
It is worth noting that data tracked by Insider Monkey shows shifting hedge fund sentiment between the two **** e companies entering 2026. Elite hedge fund holders in Rocket Lab Corporation (NASDAQ:RKLB) declined from 45 in the fourth quarter of 2025 to 43 in the first quarter of 2026. On the other hand, hedge fund ownership in Voyager Technologies, Inc. (NYSE:VOYG) expanded during the same period, rising from 35 holders in Q4 2025 to 37 in Q1 2026.

#technologies #revenue
5b7nnw9c13w
2 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.
Achieved all-time records for net income, EBITDA, and TCE rates, driven by a combination of high utilization and favorable market inefficiencies.
The Strait of Hormuz conflict acted as a significant demand catalyst, redirecting customers toward North American supply chains and increasing ton-mile demand due to longer voyages.
Ethylene export terminal at Morgan's Point reached record throughput of 374,000 tons, benefiting from high naphtha prices that made U.S. ethylene more competitive globally.
Strategic fleet optimization continued with the divestment of the 8 Unigas Pool vessels for $183 million, focusing the portfolio on larger, more modern ****** ets.

#hormuz
rovabolujo4
2 months ago
We at Sherdog provide regular, in-depth preview coverage for allmajor events, including our oft-praised preview column along withour "Sheehan Show" handling all sorts of related matters includingbetting. With those official sources for picks handled, we wouldlike to take the edge off here and get a bit lighter with one finalbreakdown.

The industry of sports betting is exploding before our very eyes,with billions of dollars pumping in since legalization stateside.Oftentimes, those driving the lines are right on the money withtheir openings, valuations and ***** yses. Occasionally, they are wayoff, or otherwise merit some additional conversation. That is wherewe come in with this reinvigorated series of Prime Picks, where,swiping a line from game show host Sam Reich, we hold hands andjump into the abyss together for the Ultimate Fighting Championship's maiden voyageto Serbia on Saturday. Try it out.
JanBlachowicz (+260)
OR
MarcinTybura (+280)
Why Not Both Total: (+1268)

First off, we are not suggesting that one should go out on a limbfor both Blachowicz and Tybura, but rather that one should choosetheir poison. The most daring, optimistic bettors might be temptedto throw a few bucks on the flier, but we see that as just a way topad the betting company's bank account. One or the other, however,could pull off the upset as elder statesmen in their respectivedivisions of light heavyweight and heavyweight. The "fightinguncle" movement is still very much in play.

Having turned 43 in February, former champ Blachowicz isunquestionably on the tail end of his UFC career. The last time hewon a fight, GloverTeixeira held the belt in their weight class and future starPaddyPimblett just picked up his second win under the UFC banner.There is an age cliff that every athlete encounters, and thatincludes Yoel Romeroeven as he draws Darren Tillsoon without gloves on. With that gloom-and-doom surrounding thePolish vet's tenure out in the open, there are still ample ways hecan pick up the win. After all, if a top-10 BogdanGuskov—whom he drew with in December—is the worst loss he hassuffered in that stretch, who is to say how "washed" he is againstburgeoning talent?

Blachowicz is an equal opportunity finisher despite his reputationof "Polish Power," with that expectation looming so large that mostforget he posts an equal number of subs to knockouts. It has notbeen since 2018 that he landed one, and it is not the implicationthat he will put NavajoStirling in danger with offensive submission grappling, butrather that he has demonstrated a wherewithal in the field to addanother wrinkle to his game. Additionally, Blachowicz serves ***** neakily effective takedown artist, practically shutting downIsraelAdesanya in a performance that at the time seemed shockingwhile in hindsight might have been predictable. Blachowicz canspoil the record of the unbeaten upstart in a variety of ways, aslong as he does not keep his chin on the proverbial gunnery rangehoping to s
ZA_9h8BT8
3 months ago
Oil prices gave up earlier gains on Friday after reports that Pakistan is trying to broker a return to U.S.-Iran nuclear negotiations. China is strongly backing the effort as the conflict and the closure of the Strait of Hormuz continue to threaten its energy security and weigh on its economy.
Brent crude for September delivery fell 4.4% to trade at $96.36 per barrel at 1.35 pm ET while WTI crude for September delivery was down 3.6% to change hands at $88.86/bbl.
However, Standard Chartered says the latest pullback may prove temporary as Middle East oil market risk has expanded from one strategic chokepoint to two.
On Monday, Yemen's Houthi militant group imposed a targeted maritime blockade against Saudi Arabia, threatening to enforce it by blocking Saudi-linked vessels from transiting the vital Bab el-Mandeb Strait. The group claimed the blockade was a direct retaliation for a decade-long Saudi containment of Yemen as well as a recent Saudi-backed airstrike targeting Sanaa International Airport.
The threat immediately rattled oil markets, prompting multiple Saudi-linked very large crude carriers (VLCCs) to abandon planned transits through the Bab el-Mandeb Strait and instead reroute around Africa's Cape of Good Hope, adding up to two weeks to each voyage. Two days later, the Houthis followed through. The group launched ballistic missiles and drones at two Saudi oil tankers on Thursday, damaging both vessels and igniting fires onboard. Brent crude surged nearly $20 per barrel, briefly climbing above $100.

#brent #september
qnkgsnwscyvxyz
3 months ago
Sixty-five owner-operators is not the same thing as sixty-five trucks.
Watch the full episode: 65 owner-operators, one standard, and a lot of hard lessons about what keeps independent contractors running your freight when they have every other option to leave.
That distinction sits underneath everything Christian Martinez does. As director of operations at Voyager Nation in Mulberry, Florida, he manages a fleet that is 100% owner-operator, which means he manages 65 independent business owners who have no obligation to stay and every other option available to them.
"That's 65 worlds, 65 minds," Martinez said. "They all want to run their businesses a little bit different. Whether certain guys are willing to go to certain regions, home time, all of that looks different. However, the outcome has to be the same. They have to be making enough money or have enough cash flow to their business to be successful."
Martinez came up through loading docks, warehouses, ports, last-mile recruiting, and fleet acquisitions before he landed in operations, and he appeared on a recent episode of The Long Haul to talk about the thing most small carriers handle badly: recruiting and keeping owner-operators. His conclusions run against most of what the industry does by reflex.

#martinez #episode #independent
z31i2i3bq80q3
3 months ago
Together, Expedia (EXPE) and Booking.com (BKNG) account for roughly half of the online travel agency market. While Booking's market capitalization of $139 billion dwarfs the roughly $32 billion market cap of its rival, Expedia stock has a spot on the Investor's Business Daily Breakout Stocks Index while Booking.com does not.
While both stocks recently reset their base counts, Expedia stands poised for a breakout, which would mark a record high. Meanwhile, Booking.com remains mired below its 200-day line.
Expedia's portfolio of brands includes Expedia for full-service booking, Hotels.com, specializing in hotels, and Vrbo to handle vacation rentals. Booking's portfolio includes Priceline, Agoda, Kayak, OpenTable, and Rentalcars.com.
While Hilton Worldwide (HLT) coined the term "Whycation," Expedia and Booking.com have both tapped into the trend of purpose-driven, goal-oriented getaways.
As part of its Unpack'26 report, Expedia also outlined its Set-Jetting Forecast, focusing on travel spots inspired by movies and TV shows. According to Expedia, 81% of Gen Z and millennial travelers now plan getaways based on TV shows and movies. Expedia also showcases Fan Voyage for sports travel and Farm Charm through its Vrbo business. Through Hotels.com, it also spotlights Salvaged Stays with retreats converted from architectural relics.

#travel #market #breakout
cdkqpfrgbtpma
3 months ago
Infleqtion Inc. (NYSE:INFQ) is one of the best new tech stocks to buy according to ****** ysts. On June 22, Infleqtion launched America's Quantum ****** e Initiative, partnering with Voyager Technologies, Armada, Monarch Quantum, and the University of Colorado Boulder. This collaboration aims to accelerate the development and deployment of quantum technologies, such as sensing, computing, and communications, for future ****** e infrastructure.
The initiative uses the combined expertise of industry and academic leaders to transition quantum innovations from laboratory demonstrations to operational ****** e applications. By connecting diverse stakeholders through a new Quantum ****** e Hub, the coalition plans to foster breakthroughs that enhance precision, resilience, and autonomy in critical ****** e systems.
This strategic effort seeks to solidify US leadership in next-generation technology by addressing complex challenges in deep-space exploration, mission optimization, and lunar infrastructure. Through ongoing research and public-private partnerships, the initiative will focus on establishing the foundational capabilities necessary to shape the future of the ****** e economy.
Infleqtion Inc. (NYSE:INFQ) develops and commercializes quantum technology products.
While we acknowledge the potential of INFQ 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.
h1rdlybOld
3 months ago
Voyager Technologies, Inc. (NYSE:VOYG) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. When a caller mentioned that they are not looking to sell and asked for Cramer's thoughts on the stock, he said, "This company is losing so much money. It may take a lifetime before they make money."
Photo by Joshua Mayo on Unsplash
Voyager Technologies, Inc. (NYSE:VOYG) develops defense systems, intelligence solutions, and advanced communication technologies, and provides ****** e propulsion, infrastructure, and mission management products. Answering a caller's query about the stock during the January 5 episode, Cramer remarked:
No, look, it's got, it's ****** e, and it's national security. Those are two of my favorite teams. I think it's a very good speculation.
It is worth noting that since the above comments were made, Voyager Technologies, Inc.'s (NYSE:VOYG) stock is up by over 13%.
ge_lefa_gitaji_wesiy
3 months ago
Patti LuPone has revealed that an LGBTQ+ cruise ship she is performing on has allegedly been banned from entering Turkey.
The Tony Award winner took to Instagram to share her shock regarding the news. LuPone is scheduled to perform on Virgin Voyages' Scarlet Lady, which sets sail on July 5 through July 15.
More from The Hollywood Reporter
Carrie Preston on Her 'Elsbeth' "Miracle," Getting More Kaya After That Season 3 Finale and Patti LuPone Making Her Cry
Inside Sundance Institute's Robert Redford Tribute With Tears, Cheers and a Patti LuPone Performance

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