The Indianapolis Colts' ownership group joined in on the ALS ice bucket challenge that is making its way around the NFL. In the post shown on social media, Carlie Irsay Gordon, Casey Foyt, and Kalen Jackson participate in the challenge in response to a league-wide challenge brought forth by the Tennessee **** ans' front office.
The **** ans' franchise brought the league into the challenge, as they continue to raise awareness for ALS research following the diagnosis of Chris Johnson in June with the illness.
Dumping the ice buckets was receivers coach Reggie Wayne, vice-president of team engagement David Thornton, and Colts' mascot, Blue. Thornton shared a moment to acknowledge Johnson, and show support for his ongoing battle with the disease.
"CJ2K, Chris Johnson; we love you, the whole Colts' family is behind you."
Moments later, Jackson announced that the organization will be donating $10,000 to ALS research in support of Johnson's fight.

#challenge #johnson #Titans

Fifa president Gianni Infantino says he has scrapped the controversial plan to sell off stakes in the governing body's major competitions, following widespread opposition.
Infantino said it had become clear the project had "created divisions" that are "no longer in the interest" of its original objective.
The Swiss official added: "As a result, this proposal will not proceed."
Infantino had offered all 211 member **** ociations $40m (£30m) if they backed a proposal for private investment in its tournaments, including the men's and women's World Cups.
Infantino on the brink? Who might replace him if he goes?

#proposal #fifa

Could some former Arizona State athletes receive an extra year of eligibility?
It appears so.
Judge Charlotte Sweeney of the U.S. District Court of Colorado granted a class-wide preliminary injunction that requires the NCAA to declare eligible high school athletes who entered collegiate competition during the 2022-23 year and exhausted their eligibility in the 2025-26 competition year.
This would bring those in the high school class of 2022 into the current era of 5-for-5, which allows an athlete to play for five years following the completion of high school.
It is unclear if football players who signed contracts as undrafted free agents will be permitted to return to college.

#year #athletes #eligibility #class

The cream always rises to the top.
That's the message J.J. Watt is injecting into Burnley FC, the English soccer club that he is a minority investor in.
The former Houston Texans great tapped into his "Milk Man" persona to help design the side's cream-colored away kit for the 2026-2027 season. Burnley, which was founded in 1882, released a lighthearted promotional video called "The Cream Rises" on Friday, July 31 to share the design with the world.
In in the visual, Watt plays a local milk man. After starting his day among cows and sheep, he drives a milk float through the countryside, dropping off deliveries to local legends, including cricket great Sir Jimmy Anderson and entrepreneur Dave Fishwick. Instead of actual cream, the goods delivered are one of the new kits. The defensive star ends his trip at Turf Moor, the Clarets' stadium, showing off the full Castore jersey with the cream base and horizontal red and green stripes.
"From day one, I didn't want this to be just another football shirt. I wanted to create something quintessentially Burnley," Watt said in a statement on the team's website. "Every decision we made started with one question: are we doing the supporters of this club proud? As I've said many times before, this club existed long before I arrived and it will exist long after I'm gone. But during this time, my goal is to help honor its great past while also shepherding it to a brighter future."

#watt #club #design #local

Most NHL ******* ysts are on vacation as the offseason heads into August.
But longtime NHL TV executive and ******* yst John Shannon and Vegas Golden Knights TV host Daren Millard are busy with their TV show/podcast, "100% Hockey with Millard & Shannon."
On an episode this week, Shannon said that the Detroit Red Wings' search to replace general manager Steve Yzerman "may not be rectified until September."
Yzerman stepped down on July 15 to transition into a new role as a senior adviser to CEO Chris Ilitch.
"I was told was that it's going to take a lot longer than people realize," Shannon said. "We're not talking about an imminent hiring. It's very quiet.

#shannon #knights

SAN DIEGO (AP) — The San Francisco Giants are suspending payment to injured outfielder Harrison Bader after he aggravated his injured left foot during a scooter accident last weekend.
Bader has been out since late May dealing with plantar fasciitis in his left foot. The team said the injury got worse following the accident early Sunday morning in San Francisco.
"Over the weekend, Harrison Bader was involved in an accident that has delayed Harrison's prior treatment timeline for plantar fasciitis and, unfortunately, his return to the field," Giants President of Baseball Operations Buster Posey said in a statement Friday. "We are still investigating the circumstances of the accident, but will be suspending payment to Harrison until he is able to resume performing services for the club."
Bader signed a two-year, $20.5 million contract with the Giants before this season that includes a $4.5 million base salary for this season. He is owed $1.42 million for the remainder of the season.
The San Francisco Chronicle reported that Bader was involved in a vehicle collision while riding his scooter around 2 a.m. Sunday morning in San Francisco's Marina District. He was taken to a hospital for non-life-threatening injuries.

#francisco #Giants #million

Another McGwire will be playing baseball for the Athletics organization.
The Athletics signed Max McGwire, the son of former MLB slugger and A's icon Mark McGwire, to a minor league contract on Tuesday, July 28. He was **** igned to the ACL Athletics (Arizona Complex League) on Friday, July 31.
Max is the latest member of the McGwire family to reach the professional ranks and is listed as a right-handed pitcher on MLB's minor league website.
The A's will explore the possibility of the 23-year-old Irvine, California native as a power-hitting option and as a first baseman, according to Jason Burke of InsideTheAs.
McGwire began his college baseball career in 2022 at Oklahoma before transferring to San Diego (2024) and finishing at Saint Louis (2025, 2026). He served as a pitcher out of the bullpen for the Billikens in 12 games during the 2026 season, allowing 14 hits, 13 runs (10 earned runs), two home runs and 11 walks in 16.2 innings pitched.

#runs #july #Baseball

Michigan basketball continues to round out its coaching staff, this time with an outside-the-college-game hire.
The Wolverines are set to add Dylan Murphy, who most recently was coach of the Osceola Magic of the NBA G League, as an **** istant coach, a person with knowledge of the move confirmed to the Detroit Free Press.
Before Murphy was coach in Osceola for the past three seasons, he was an **** istant with the Orlando Magic (2020-23) for three years and served as the team's basketball operations **** yst from 2018-20. Murphy, who led the team to two first-place finishes in the Eastern Conference in three seasons, was also named the G League coach of the month in March 2025.
MARK YOUR CALENDARS: Michigan basketball set to add Louisville to 2026-27 schedule
"It's a work in progress," Michigan coach Mike Boynton Jr. said of rounding out the staff earlier in the week. "There's a process here that we have to go through. We're following that process now, but I feel very confident that we're going to be able to put together some really [good] experience from a wide variety of backgrounds that could bring different things to the table."

#Basketball #Magic #we 're #staff

Michigan basketball continues to round out its coaching staff, this time with an outside-the-college-game hire.
The Wolverines are set to add Dylan Murphy, who most recently was coach of the Osceola Magic of the NBA G League, as an ***** istant coach, a person with knowledge of the move confirmed to the Detroit Free Press.
Before Murphy was coach in Osceola for the past three seasons, he was an ***** istant with the Orlando Magic (2020-23) for three years and served as the team's basketball operations ***** yst from 2018-20. Murphy, who led the team to two first-place finishes in the Eastern Conference in three seasons, was also named the G League coach of the month in March 2025.
MARK YOUR CALENDARS: Michigan basketball set to add Louisville to 2026-27 schedule
"It's a work in progress," Michigan coach Mike Boynton Jr. said of rounding out the staff earlier in the week. "There's a process here that we have to go through. We're following that process now, but I feel very confident that we're going to be able to put together some really [good] experience from a wide variety of backgrounds that could bring different things to the table."

#Basketball #league #we 're

The San Francisco Giants will be withholding payment to Harrison Bader following a late-night scooter accident that worsened his left foot injury, the team announced Friday. Bader was announced as out for the season on Thursday.
In a statement attributed to president of baseball operations Buster Posey, the Giants said they were still looking into the accident that "delayed" Bader's return from plantar fasciitis, but would not be paying him until he's performing again:
"Over the weekend, Harrison Bader was involved in an accident that has delayed Harrison's prior treatment timeline for plantar fasciitis and, unfortunately, his return to the field. We are still investigating the circumstances of the accident, but will be suspending payment to Harrison until he is able to resume performing services for the Club."
Bader signed a two-year, $20.5 million contract with the Giants in free agency last offseason. It seems likely he will file a grievance against the Giants through the MLB Players ***** ociation, which happens pretty much any time a team unilaterally withholds money from a player.
Curiously, Giants manager told reporters on Thursday that he believed Bader's return "would have been a longshot to begin with" due to the plantar fasciitis. One would imagine that comment being of interest for the MLBPA.

#harrison #plantar #thursday

Technology stocks, once the market's biggest winners thanks to the artificial intelligence (AI) boom, have suddenly fallen out of favor on Wall Street. Even companies posting blockbuster earnings are finding it difficult to impress investors, as lofty expectations, growing fears of an AI bubble and concerns over whether the industry's massive spending spree will ultimately pay off have made the market far less forgiving. And Advanced Micro Devices (AMD) is one of the latest casualties of this shift in sentiment.
Although the chipmaker has yet to report its next earnings results, investors have become increasingly cautious about AI-related financing deals and whether hyperscalers' enormous AI investments can deliver sustainable returns. As a result, AMD shares have fallen 17.2% from their June all-time high of $584.73. But while many investors have turned cautious, Wedbush Securities believes the market may be missing the bigger picture. The investment firm sees AMD's newly announced partnership with Core Scientific (CORZ) as a key step that could expand the company's AI reach beyond the largest cloud providers and fuel its long-term growth.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.

#investors

July 30 (Reuters) - Britain's IG Group said on Thursday it has agreed to acquire U.S. daily fantasy sports and prediction markets operator ‌Underdog for up to $1.3 billion, deepening its push into the fast-growing ‌U.S. retail trading market.
The deal includes an upfront consideration based on an enterprise value of about $1.1 billion and an earnout of about $200 million for Underdog shareholders, IG said.
"The acquisition of Underdog establishes IG as a leader in U.S. prediction markets, one of the most significant opportunities across trading and entertainment, and accelerates our growth in the ‌world's largest and fastest-growing retail ⁠trading market," IG CEO Breon Corcoran said.
Prediction markets, which let users trade contracts tied to real-world outcomes, have grown quickly ⁠in the United States, though the sector has also drawn scrutiny from lawmakers and regulators.
IG said the acquisition, together with a proposed redomicile, marks the culmination of a strategic review the company kicked off in March.

#growing #july

Less-than-truckload carrier Saia's shares were off 12% in midday trading on Thursday following a better-than-expected second-quarter report that was muted by management's softer third-quarter margin outlook. The company has made real estate investments totaling over $1 billion in recent years, and its new locations are still working to close the profitability gap to the rest of the network.
Saia (NASDAQ: SAIA) reeled in its full-year margin outlook on a Thursday call with ***** ysts. It now expects to hit the lower end of a guidance range calling for 100 to 200 basis points of year-over-year improvement.
"Our strong second quarter results highlight the continued enhancement of our expanded service offering, disciplined execution and the commitment of our team members," said Saia CEO Fritz Holzgrefe. "We achieved record revenue and tonnage, along with a second-quarter record in shipments, reflecting solid growth across our network."
The Johns Creek, Georgia-based company reported second-quarter earnings per share of $3.51 on Thursday before the market opened. The result was 84 cents higher y/y and 12 cents better than the consensus estimate. A lower tax rate compared to the prior-year quarter was a 2-cent tailwind. A $3 million decline in net interest expense was an 8-cent tailwind.
Revenue was 17% higher y/y at 957 million, largely in line with consensus. Both tonnage and yield increased by 8% y/y. (Yield was down 2% excluding fuel surcharges.)

#quarter #saia #better

Arete Research, an independent research firm, has upgraded Texas Instruments Incorporated (NASDAQ:TXN) to Buy from Neutral and lifted its price target to $405 from $303. This 34% raise in the PT comes days after the company posted a strong quarter – a surprise from an ***** og cyclical sector. Texas Instruments' Q2 revenue reached $5.46 billion, up 23% year-over-year, beating the $5.24 billion consensus. The company's EPS rose 52% year-over-year, beating the $1.92 Street estimate with $2.14. The most crucial piece of information tucked away in the report is the twofold growth in data center income.
According to an Arete Research ***** yst, the surging AI demand is anticipated to cause three years of ***** og semiconductor shortages. The ***** yst believes that Texas Instruments is well-positioned with respect to capacity, which should yield significant market share gains during this cycle. Arete projects revenue of approximately $34 billion with earnings of $17 per share by fiscal 2028. These structural tailwinds, discussed by the ***** yst, align with the company's operational and financial performance. Let's break them down.
The AI buildout faces one severe bottleneck – power shortage. And power is exactly what Texas Instruments, nicknamed by the market as "boring ***** og," sells. Hyperscalers are shifting toward 800-volt DC architectures to support denser GPU clusters. As a result, the need for ***** og content per rack increases. Texas Instruments serves this critical conversion layer through high-voltage gallium-nitride (GaN) power devices, real-time motor control, and sensing technology. Additionally, the company's March collaboration with Nvidia on humanoid robotics expands this portfolio. These demands fuel the quarterly ***** og revenue, which rose 26% to $4.37 billion. Texas Instruments is not relying on an industrial market recovery but is working on strengthening its position as a significant supplier for technology's most capital-intensive infrastructure cycle.
A more durable driver stems from timing rather than the AI narrative. Texas Instruments is completing a six-year, roughly $24 billion fab expansion that constrained free cash flow. Spending is dropping significantly. The 2026 capex projected at $2 billion to $3 billion stands in contrast to the comparatively high $4.55 billion in 2025. The fabs are complete, and revenue is recovering now, allowing management to anticipate free cash flow per share exceeding $8 in 2026, compared to $3.23 in 2025. Cash generation is tripling alongside declining capital expenditure, altering the investment profile investors have avoided during the build.

#instruments #analog #Research #cash

July 30, 2026, 11:57 am EDT
Lam Research
LRCX
-1.58%
stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide.
LRCX
-1.58%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#lrcx

By Gianluca Lo Nostro
July 30 (Reuters) - French digital payments group Worldline lowered its 2026 revenue growth expectations on Thursday, saying a recovery in ‌new business had taken longer than expected as banks delayed awarding contracts ‌following the company's recent setbacks.
Worldline now expects flat to marginally positive revenue growth in 2026, compared with its previous forecast for low single-digit growth.
Second-quarter revenue was flat year-on-year after seven consecutive quarters of contraction.
Chief Executive Pierre-Antoine Vacheron said the recovery in commercial activity and revenue recognition had been slower than anticipated because some banking clients took longer to commit ‌to new business with the ⁠company.

#revenue #worldline #recovery

The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector.
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% in Q1 2026 and projects a 58%–63% increase in Q2. NAND flash prices are also expected to remain strong.
The price surges come as the global memory supply struggles to keep pace with demand. Some industry experts expect the memory shortage to last beyond 2030.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) and SanDisk Corporation (NASDAQ:SNDK) have emerged as two of the biggest beneficiaries of the memory shortage.

#prices #dram #NASDAQ

The market for tokenized stocks is expanding rapidly as more traditional financial institutions embrace blockchain technology, and Ondo Finance continues to lead the sector by total value issued.
Tokenized stocks are blockchain-based versions of traditional financial ******* ets such as publicly traded shares, exchange-traded funds (ETFs), and index products. Unlike conventional equities, they can be stored in self-custodied digital wallets, transferred without intermediaries, traded around the clock, and used as collateral across decentralized finance applications.
The growing interest from both crypto-native companies and traditional financial firms suggests tokenized equities are becoming one of the strongest examples of blockchain's integration with Wall Street.
Related: Mark Zuckerberg's grand AI vision hits a brutal reality check
The momentum is reflected in market data.

#ondo

Pete Davidson and Elsie Hewitt reached an agreement for coparenting their daughter two months after their split
A source confirmed to PEOPLE that the former couple have reached a "joint agreement pertaining to their child"
Davidson and Hewitt welcomed Scottie in December 2025
Pete Davidson and Elsie Hewitt reached a coparenting agreement for their daughter two months after their split.
On Friday, July 31, a source confirmed to PEOPLE that the former couple, who welcomed daughter Scottie, 7 months, in December 2025, have reached a "joint agreement pertaining to their child" following their split in May.

#months #split

July 30 (Reuters) – Military veterans with post-traumatic stress disorder who got no relief from conventional treatments went into remission following treatment with the psychedelic drug psilocybin in a small U.S. pilot study, researchers say.
In the United States, psilocybin and almost all other psychedelic drugs are controlled substances in the same class as heroin or ecstasy, meaning they are deemed to have no medical use and high risk for abuse.
In April, President Donald Trump signed an executive order directing health regulators to speed reviews of psychedelic treatments and increase federal funding for research into their use.
The current early-stage study – the first to formally test the treatment in veterans with PTSD – adds to earlier evidence suggesting a benefit from psilocybin, the active ingredient in magic mushrooms, said study leader Alan Davis of The Ohio State University College of Social Work.
US 'years behind' on AI regulation, expert says

#treatments

Rivian Automotive (RIVN) investors have July 30 circled on their calendars, when the electric vehicle (EV) maker is scheduled to report its second-quarter 2026 earnings after the market closes. The report arrives at a pivotal moment for the company, with optimism around its next-generation R2 platform growing, and production and delivery trends improving.
After raising its full-year delivery outlook earlier this month, Rivian now faces heightened expectations to prove that its operational momentum is translating into stronger financial performance. The upcoming results and, more importantly, management's outlook could determine whether Rivian has further room to run or whether investors should brace for renewed volatility.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.

#Stock #whether #automotive

Terry Crews and Rebecca King-Crews celebrated 37 years of marriage on July 29
The couple marked their wedding anniversary on Instagram with a humorous post highlighting the longevity of their relationship
Terry and Rebecca share five grown children
Terry Crews and Rebecca King-Crews are beating the odds.
The couple humorously marked their 37th wedding anniversary in a joint post on Instagram on Wednesday, July 29, by showing that skeptics were very wrong about how long their relationship would last.

#terry #rebecca #king #anniversary

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time

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#javascript #page #tools

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#carillon #fund #letter #investment

The dollar index (DXY00) dropped to a 6-week low today and is down by -0.91%. The dollar is moving lower today on today's US economic news that showed Q2 GDP growing less than expected and the Jun core PCE prices index easing as expected, dovish factors for Fed policy. The dollar is also under pressure on negative carryover from Wednesday when the FOMC kept interest rates unchanged. Losses in the dollar accelerated today after the ****** anese yen surged on signs of suspected intervention in the forex market by ****** anese authorities to prop up the yen.
US weekly initial unemployment claims rose +9,000 to 197,000, showing a stronger labor market than expectations of 200,000.
Dollar Falls as FOMC Keeps Interest Rates Unchanged
Dollar Little Changed Ahead of FOMC Meeting Results
Dollar Sinks as the Yen Soars on Suspected ****** anese Intervention

#fomc #japanese #unchanged #suspected

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."

#NASDAQ #letter

Following a subdued start to the year, sales of electric vehicles (EVs) jumped in the second quarter after the Middle East crisis slashed crude supply and hiked oil and fuel prices, the International Energy Agency (IEA) said in a report on Thursday.
Global sales of electric cars fell in the first quarter of 2026, largely reflecting lower sales in the United States and China, according to the agency's report 'Electric Car Markets in a Time of Uncertainty'.
However, EV sales rebounded sharply in the second quarter, rising by 35% compared with the first quarter "as the energy crisis sparked by the war in the Middle East brought fuel price volatility back into sharp focus," the IEA said.
EV sales in the second quarter reached record-high levels in 50 countries as drivers preferred electric vehicles amid soaring fuel prices.
In sizable car markets such as Brazil, India, Australia, and Vietnam, electric car sales roughly doubled between March and June compared with the same period in 2025, according to the IEA's ******* ysis in the report.

#quarter #middle #markets

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."

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Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Karman Holdings Inc. (NYSE:KRMN). Karman Holdings Inc. (NYSE:KRMN) engages in designing, testing, and manufacturing mission-critical systems in the United States. On July 29, 2026, Karman Holdings Inc. (NYSE:KRMN) closed at $45.59 per share. One-month return of Karman Holdings Inc. (NYSE:KRMN) was -19.12% and its shares gained -11.82% over the past 52 weeks. Karman Holdings Inc. (NYSE:KRMN) has a market capitalization of $6.04 billion with a 52-week trading range between $43.68 - $118.38.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q2 2026 investor letter:
"Karman Holdings Inc. (NYSE:KRMN) provides components and systems for existing and emerging missile, defense, and **** e programs. The company's stock underperformed after Karman reported quarterly organic growth that came in slightly below market expectations. Ongoing noise surrounding next year's defense budget also has weighed on most defense company valuations in recent months. Despite these near-term dynamics, Karman's positioning as a supplier to a wide range of the most rapidly growing military programs – spanning hypersonics, strategic missile defense, tactical munitions, and **** e and launch operations – provides significant visibility toward robust organic growth for the foreseeable future."

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