Soybeans are trading with contracts 3 to 4 cents lower across the front months at midday. The cmdtyView national average Cash Bean price is down 3 3/4 cents at $12.56 ¾. Soymeal futures are back down $1.50 to $2, with Soy Oil 80 to 95 points lower.
USDA will update Export Sales data on Thursday morning, as ***** ysts surveyed by Reuters are looking for between 0.9-2.4 MMT in 2026/27 soybean sales in the week ending last Thursday. Soybean meal bookings are seen between 150,000 and 650,000 MT in total, as bean oil is expected in a range of net cancellations of 10,000 and combined sales of 10,000 MT.
Coffee Prices Retreat on Ideal Growing Weather in Brazil and Vietnam
Cocoa Prices Fall on Signs of Adequate Supplies
Signs of Adequate Supplies Weigh on Cocoa Prices

#cocoa #supplies #soybean

Wasatch Global Investors, an **** et management company, released its "Long/Short Alpha Fund" Q2 2026 investor letter. The letter can be downloaded here. Small- and mid-cap growth stocks posted significant gains in Q2, led primarily by AI-related companies. The Russell 2500 Index rose 20.26%, while the Wasatch Long/Short Alpha Fund—Investor Class increased by 8.29%. However, the fund faced challenges due to the outperformance of lower-quality companies, which negatively impacted its long positions. Despite trailing the benchmark and some losses in short positions, the fund remains confident in its long portfolio's fundamentals, which have not deteriorated. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted Real REMAX Group Inc. (NASDAQ:REAX). Real REMAX Group Inc. (NASDAQ:REAX) is a real estate technology company that provides **** le, mortgage, wallet, and franchising and ancillary services. The Real Brokerage, Inc. changed its name to Real REMAX Group Inc. (NASDAQ:REAX) in August 2026. On September 15, 2026, Real REMAX Group Inc. (NASDAQ:REAX) closed at $19.27 per share. Over the past month, Real REMAX Group Inc. (NASDAQ:REAX) declined 30.93%, but its shares are down 61.84% over the past year. Real REMAX Group Inc. (NASDAQ:REAX) has a market capitalization of $422.42 million, and its stock has traded within a 52-week range of $15.50 to $52.50.
Wasatch Long/Short Alpha Fund stated the following regarding Real REMAX Group Inc. (NASDAQ:REAX) in its Q2 2026 investor letter:
"Among shorts, contributors to Fund performance were those stocks that declined in price. One of our largest contributors was REMAX Group Inc. (NASDAQ:REAX). The company operates a cloud-based real estate platform operating across the U.S. and Canada. Real Brokerage's stock was down due to concerns about how AI may disrupt its business model."
Real REMAX Group Inc. (NASDAQ:REAX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 25 hedge fund portfolios held Real REMAX Group Inc. (NASDAQ:REAX) at the end of the second quarter, compared to 21 in the previous quarter. While we acknowledge the potential of Real REMAX Group Inc. (NASDAQ:REAX) 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.

#real #remax #NASDAQ #long

ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan ***** ysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would represent at least a 37.5% increase from the 2027 level. JPMorgan said the main constraint has shifted toward ***** embly speed rather than the availability of critical components, suggesting ASML believes additional capacity can be unlocked through manufacturing and ***** embly improvements.
The potential increase is being driven primarily by AI-related demand. ASML's existing EUV machines, which cost roughly $200 million each, are essential for manufacturing leading-edge AI processors, while customers including TSMC, Samsung, SK Hynix and Intel are expanding advanced-chip capacity. Reuters reported separately that virtually all of ASML's EUV production capacity is booked through 2027, while the company has begun construction of a new Eindhoven facility designed to accelerate tool ***** embly and eventually accommodate up to 20,000 workers.
The strongest bullish implication is that ASML Holding N.V. (NASDAQ:ASML) may be able to convert exceptionally strong demand into higher unit volumes rather than simply relying on price increases. Moving from at least 80 EUV systems in 2027 to more than 110 in 2028 would materially expand the number of high-value systems ASML can monetize. This comes after the company already raised its 2026 revenue outlook to €43 billion–€45 billion, compared with its previous €36 billion–€40 billion range, while targeting a 54%–56% gross margin. Reuters also reported that second-quarter revenue reached €9.3 billion with a 54% gross margin, demonstrating that stronger AI-driven demand is already translating into financial performance.
The longer-term competitive position is particularly favorable because ASML Holding N.V. (NASDAQ:ASML) effectively has no commercial competitor in EUV. JPMorgan estimates that ASML held 94% of the overall lithography market in 2025, while Reuters describes the company as having maintained a monopoly in EUV since the late 2010s. At the same time, customers are committing to ASML's next-generation High-NA technology: the machines cost approximately $400 million, can print features about 40% smaller than existing EUV systems, and TSMC, Samsung, and SK Hynix have all established plans for production adoption. If AI chip demand remains strong enough to support both higher low-NA volumes and eventual High-NA adoption, ASML could see a multi-year increase in system shipments, revenue, and potentially cash generation while strengthening its already exceptional competitive moat.

#company

Founded in 1977 and headquartered in South Korea, LX Pantos has grown into a global logistics provider spanning freight forwarding, contract logistics, e-commerce fulfillment, last-mile delivery and installation, and supply chain management consulting. The company now operates more than 380 locations worldwide with a workforce of approximately 8,500 employees, moving more than 1.6 million TEUs of ocean freight and over 120,000 tons of air freight annually. In 2025, LX Pantos recorded revenue of approximately $5.85 billion.
For President and CEO Lee Yong-ho, those figures mark a foundation rather than a destination.
"Since **** uming the role of CEO, I have set a clear vision for LX Pantos: to build the company into a 'Korea-born, global logistics company,' and we have been pursuing that goal with unwavering commitment," Lee said.
That vision marks a departure from the model that carried LX Pantos for decades on domestic corporate freight volumes.
"For many years, LX Pantos grew rapidly by leveraging freight volumes from domestic corporate customers. However, we have also recognized that growth driven primarily by the domestic market has its limitations," Lee said. "It is now time for LX Pantos to evolve into a truly global logistics company — one that is not confined to any single country or customer segment, but is capable of delivering comprehensive logistics solutions to customers worldwide."

#pantos #Logistics

Zhihu Inc. (NYSE:ZH) disclosed on September 6 that a wholly owned subsidiary had signed a conditional RMB1.5 billion cash commitment to Tianjin Lisi Xingshen Equity Investment Partnership. The agreement, dated September 4, requires shareholder approval, with payments funded internally through capital calls.
Zhihu Inc. (NYSE:ZH) expects to hold no more than 30% of the fund and will have no role in daily management or individual investment decisions. The blind-pool structure asks shareholders to approve a manager and strategy before specific investments are identified. The fund targets early-to-mid-stage private AI and technology companies with significant mainland China connections.
The strategic rationale fits the company's existing capabilities. Zhihu Inc. (NYSE:ZH) is developing AI search, expert-data solutions and AI-enabled content businesses. Exposure to foundation models, infrastructure, robotics and applications could create technology partnerships and help identify emerging customer needs.
A specialist fund also supplies investment research, deal sourcing and portfolio oversight that would require substantial internal resources to replicate. For shareholders, the potential benefit combines investment returns with commercial opportunities for the core content platform. Any cooperation would still require separate **** sment and agreement.
There is an operating business to build around. Second-quarter paid content and intellectual-property operations revenue increased to RMB425.9 million from RMB408.2 million. Zhihu Inc. (NYSE:ZH) also reduced total operating expenses by 13% to RMB469.4 million. These results support a focused approach in which outside technology complements established content and expert relationships.

#content #technology #million

The U.S. Treasury Department on Wednesday announced it would purchase up to $6 billion in long-dated government bonds in its first buyback operation under the expanded program, tripling the standard $2 billion size and exceeding the $4 billion floor communicated in August.
The market reaction was decisively negative for bonds. The benchmark 10-year Treasury yield ($TNX) surged to approximately 4.85%, its highest level since November 2023, while the 30-year yield climbed back toward 5.30%, approaching the 19-year high of 5.34% reached last month.
Crude Oil Prices Rise as Global Supplies Tighten
Abundant US Nat-Gas Supplies Pressure Prices
Crude Oil Prices Soar on Escalation of Middle East Hostilities

#treasury #crude

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
According to the Zillow lender marketplace, fixed mortgage rates are higher today as rising oil prices (BZ=F) have many expecting the Fed to raise interest rates next week.
The average 30-year fixed rate today, Wednesday, September 9, 2026, is 6.73%, up 6 basis points since yesterday. The 15-year fixed loan is currently 6.05%, 1 basis point higher than yesterday. The 5/1 ARM is 7.03%, up 39 basis points from Tuesday.
Read more: Weekly survey of mortgage lenders with the lowest rates: Little relief since July
Here are the current mortgage rates for Wednesday, September 9, 2026, according to the latest Zillow data:

#mortgage #basis #zillow

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

Good morning. Stocks were mixed on Wednesday as long-dated bond yields stayed elevated.
The 10-year Treasury (^TNX) touched its highest level since November 2023 as oil prices hovered near $95 per barrel, stoking fears of increased inflation and a possible rate hike by Fed officials.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Stocks are off to a mixed start.
Tech stocks (XLK) were little changed despite a lift from Dell Technologies (DELL), which surged 10% on the heels of a standout quarter fueled by record orders in its AI server business.

#good #Tech

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: The Chase Sapphire Preferred tops our list of rewards cards for its mix of great travel and everyday rewards combined with an affordable annual fee cost. You'll start with an excellent welcome bonus and earn rewards on travel, dining, online grocery purchases, streaming, and more.
Take your rewards even further when you're ready to redeem. You can transfer points to Chase's partner airline and hotel programs, like United MileagePlus, Southwest Airlines Rapid Rewards, and World of Hyatt. Or you can redeem for travel through Chase Travel℠ and use Points Boost to get up to 1.5x per point on eligible hotel bookings and flights with select airlines.
Read our full Chase Sapphire Preferred Card review.

#points #like #hotel

Apple (AAPL) investors have a major leadership transition to watch as John Ternus officially takes over as CEO on Sept. 1, succeeding Tim Cook after his 15-year tenure at the helm. Cook will remain closely involved as executive chairman, helping ensure continuity, but Ternus now inherits a company valued at trillions of dollars and facing a critical test of its next phase of growth.
For Apple stock investors, the timing could hardly be more important. Ternus, a longtime hardware engineering leader who has worked at Apple since 2001, steps into the CEO role just ahead of the company's Sept. 9 product event. At the event, Apple is expected to unveil its next generation of iPhones and potentially its first foldable iPhone. At the same time, Apple is under increasing pressure to accelerate its artificial intelligence strategy and deliver the kind of breakthrough innovation that can sustain its enormous valuation. Let's dig deeper to understand Apple's fundamentals that will potentially shape the Ternus era.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#hour #time

Red Violet (RDVT) demonstrates strong price momentum, with its shares up more than 40% over the past year.
RDVT stock is trading at a new all-time high.
Shares maintain a 100% "Buy" technical opinion from Barchart.
Despite being seen as slightly overvalued by Morningstar, RDVT maintains robust technical support and broad investor interest, powering its current upward trajectory.
Valued at $1.18 billion, Red Violet (RDVT) is a software and services company. It specializes in big data ******* ysis, providing cloud-based, mission-critical information solutions to enterprises.

#technical #barchart #morningstar

For long-suffering owners of Boston Scientific, here's how to get paid a meaningful cash income now, yours to keep no matter what, in exchange for capping your gains at a higher price.
Boston Scientific (BSX) has had a punishing year, with the stock trading about 54% below its 52-week high after a guidance cut soured the market's mood. For shareholders staring at a sea of red and wondering what comes next, there is a way to generate a real cash income from your shares today. It's paid the moment you make the trade, and it's yours to keep whether the stock goes up, down, or sideways from here.
You own (or buy) 100 shares of BSX near today's price of $49.86.
Sell one call option on BSX expiring 9/17/2027, with a strike price of $55, about 10% above today.
Collect roughly $735 in premium up front per contract (each contract covers 100 shares), which you keep no matter what the stock does.

#price

ConocoPhillips stock (COP) is just off a three-month peak. That makes selling COP covered calls with a one-month expiry attractive to shareholders. Here's an example: the $140 call expiring Sept. 25 yields 1.75%.
COP closed at $133.25 on Monday, Aug. 24, down just over 1%. It's down from a 3-month peak of $134.89 on Aug. 20. That's well over a recent trough of $115.04 on Aug. 5.
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
Huge, Unusual Put and Call Option Volume in Intel - Investors Bullish as INTC Drops
Why the China-Led Weakness in NXP Semiconductors Stock Could Open Doors for Speculators

#down #conocophillips #Monday

DHS pays monthly at a 3.3% yield and owns high-dividend stocks SCHD's strict 10-year consecutive payment requirement screens out.
SCHD charges just 0.06% versus DHS's 0.38%, costing investors an extra $320 annually per $100,000. This expense gap is reflected in its $111 billion size advantage.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) has become the default answer for dividend investors. More than $110 billion now sits in the fund, and the combination of dividend growth, quality screens, and 0.06% expense ratio makes its popularity easy to understand. But SCHD is not the only way to build a portfolio around American dividend stocks.
The WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS) takes a noticeably different approach, pays its distributions every month, and owns several high-yielding stocks that SCHD's methodology can leave behind. The surprising part is how little money has noticed. DHS holds only about $1.6 billion in ******* ets despite launching all the way back in 2006.

#Dividend #billion #pays #screens

If Targa wanted to lure in hyperscaler customers, it just secured some tremendous bait. The energy stock is rising on news of a 20-year deal with Exxon for three new natural gas processing plants and related services in the Permian Basin. Targa Resources (TRGP) spiked more than 7%, jumping above a flat base buy point at 280 and an alternate…

#trgp #lure #hyperscaler

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, alongside a proactive stance on profit-taking. The focus will remain on owning strong businesses and conducting research that challenges consensus views, as several major investments are poised for significant events within the year. Despite declines in market multiples, underlying businesses continue to grow, suggesting a favorable positioning for returns. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Greenhaven Road Capital highlighted PAR Technology Corporation (NYSE:PAR). PAR Technology Corporation (NYSE:PAR) is a leading technology company that offers cloud-based hardware and software solutions to the restaurant and retail industries. On August 14, 2026, PAR Technology Corporation (NYSE:PAR) closed at $19.05 per share. One-month return of PAR Technology Corporation (NYSE:PAR) was 13.25%, and its shares lost 64.50% over the past 52 weeks. PAR Technology Corporation (NYSE:PAR) has a market capitalization of $787.96 million.
Greenhaven Road Capital stated the following regarding PAR Technology Corporation (NYSE:PAR) in its Q2 2026 investor letter:
"We still own PAR Technology Corporation (NYSE:PAR) and KKR, but they are not currently top-five holdings, so we will devote more ******* e to the new investments. My view on PAR remains that there is a long runway for growth and that the company has inflected to EBITDA profitability. If our view is variant, it is in two places: ******* ysts are significantly underestimating 2027 EBITDA and underestimating PAR's chances of winning McDonald's."
PAR Technology Corporation (NYSE:PAR) 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 PAR Technology Corporation (NYSE:PAR) at the end of the first quarter, up from 27 in the previous quarter. While we acknowledge the potential of PAR Technology Corporation (NYSE:PAR) 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.

#technology #corporation #letter #company

Radian Group (NYSE:RDN) delivered its Q2 2026 earnings on August 6, and the numbers marked a turning point. Total revenue jumped 93% year-over-year to $575 million, while net earned premiums more than doubled to $504 million, as the company's first full quarter with newly acquired specialty insurer Inigo showed up in the results. Book value per share climbed 8.5% to $36. With a forward P/E of just 7.19, the market doesn't seem convinced the growth will stick.
Radian's legacy mortgage insurance operation kept humming along on its own. New insurance written rose 14% year-over-year to $16.3 billion, and persistency held at 82%, pushing primary insurance in force to a record $284 billion. About half of that portfolio carries a mortgage rate of 5.5% or lower, so those borrowers have little reason to refinance away, which supports future premium income. Credit quality kept improving too. New defaults fell 9% from the prior quarter to roughly 12,400, and cures kept outpacing new defaults, dropping the portfolio default rate to 2.47%. That trend produced $20 million of favorable reserve development in the quarter, while the mortgage segment's expense ratio improved to 23% from 25% a year earlier.
The Inigo deal changed Radian's shape almost overnight. Specialty insurance now makes up roughly 50% of total revenue and 53% of net premiums earned, giving Radian a second, meaningfully sized engine. Capital returns kept flowing at the same time. Radian repurchased $76 million of stock in the quarter and about $50 million more so far in the third quarter, pushing year-to-date buybacks to $176 million, while Radian Guaranty sent a $200 million dividend up to the parent company.
The newly acquired specialty business is running into a tougher market. Management said competition is intensifying in property insurance and reinsurance and that rates continue to soften, a cyclical dynamic it says it expected when it underwrote the Inigo deal. The segment's net combined ratio came in at 98% for the quarter and 93% for the first half of 2026, elevated in part because Radian set aside reserves tied to the ongoing conflict in the Middle East, covering both expected and potential claims plus updated inflation **** umptions across the insured portfolio. Management now expects a combined ratio in the low 90s going forward as softer pricing works its way into results, versus the high 80s it had been tracking toward before the reserve charge. Radian is also mid-transition at the top, with CEO-elect Mike Weinbach set to take over from longtime CEO Rick Thornberry, and it still had $75 million outstanding on its revolving credit facility at quarter-end.

#million #quarter #specialty #Portfolio

The Euro finds itself a little bit soft on Monday as we head into the New York session. I'll be watching the 1.1520 area for potential support. We'll have to wait and see. A little bit of a bounce would be compelling, for me at least, to start thinking about the upside, but if we break down below there, then we could see a deeper correction.
As usual, we'll have to watch the interest rate situation in the United States vis-à-vis Europe, and at this point, it looks very much like a market that is trying to turn things around from a longer-term standpoint, but one could also make an argument for a little bit of a rising wedge. We'll just have to wait and see.
The British pound has found itself a little bit soft as well, not horribly so, as we are still very much in consolidation near the 1.35 level. If we were to break down below the 1.3475 level, then we could start to think about challenging that explosive candlestick after the non-farm payroll announcement on Friday.
Nonetheless, this is a market in which the pound has fared better against the U.S. dollar than many other currencies over the last couple of years, due to the fact that the interest rates in the U.K. are elevated. So, if I get an option between buying Euros or pounds today on a bounce, for myself, I may actually favor the pound.
The U.S. dollar is rising a bit against the Canadian dollar after forming a bit of a double bottom. This is a market that has been rounding from a huge move to the upside. We are currently at the 38.2% Fibonacci retracement level, followed by the 50% retracement level, trying to find some type of floor. Ultimately, this is a market that is an interest rate differential play as well. There are some traders out there that are off to the races when it comes to the idea of the U.S. employment situation dropping, but one errant report really doesn't make a trend.

#interest #wait

By Chris Prentice and Amanda Cooper
NEW YORK/LONDON, Aug 11 (Reuters) - Oil prices gained and global equities were higher on Tuesday with traders focused on as negotiations between the United States and Iran over a peace deal and the reopening of the Strait of ‌Hormuz.
Uncertainty over the global inflation outlook tempered gains.
The U.S. and Iran are close to "some sort of an arrangEment," Pakistan's defense minister said in ‌an interview with Bloomberg News.
World equities were higher, with MSCI's gauge of stocks across the globe up 0.10% at 1,154.40.

#global #york

Even after a 50% correction, Bitcoin (CRYPTO: BTC) remains the largest and most important cryptocurrency in the world, and it's not even close. With a market cap of $1.3 trillion, Bitcoin accounts for a staggering 60% of the entire crypto market's value.
For investors wanting exposure to the crypto market, Bitcoin remains the obvious choice. If I could pick only one cryptocurrency to buy right now, it would be Bitcoin.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Bitcoin offers much more than just the potential for stratospheric gains. It is, as BlackRock (NYSE: BLK) suggested last year, a unique portfolio diversifier.
For much of its history, Bitcoin has been completely uncorrelated with any other **** et class. That has made it a potential hedge against both macroeconomic and geopolitical risk. For good reason, some investors now refer to Bitcoin as "digital gold."

#Bitcoin #Crypto

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.
Cannabis is having a moment. Americans now reach for weed daily more often than they reach for a drink, and THC seltzers sit on shelves at Total Wine and Target like they belong there. RYTHM, the Nasdaq-listed holding company behind a stack of those brands, just had a very nice quarter on the bet that the shelf ****** e is permanent. Congress has other ideas.
RYTHM surged 23% Tuesday after a strong second-quarter print and a possible federal reprieve on the hemp-derived THC ban set to take effect in November. The company posted $1.2 million in net income on $23 million in revenue, up 73% from the prior quarter. The stock is up about 56% over the last 6 months.
The consumer has spoken, and the consumer wants easy access to THC. Daily cannabis use now outpaces daily drinking, per new federal survey data. Many lawmakers, especially Republicans, think they know better.
Let's do some clarity: THC is the main psychoactive ingredient in cannabis, which remains federally illegal in the U.S., though the DEA just wrapped hearings weighing whether to move recreational cannabis from the most restrictive Schedule I to the far less restrictive Schedule III of the Controlled Substances Act. The 2018 Farm Bill legalized THC derived from "hemp," a category Congress invented in statute with no grounding in chemistry. That let products like THC seltzers and gummies flourish in bodegas and grocery stores near you. It's effectively the same product as state-legal dispensary weed with a different retail channel.

#quarter #seltzers

Apple (AAPL) delivered another quarter of headline-beating results, with revenue and earnings topping Wall Street's expectations. Yet instead of celebrating, investors rushed for the exits, sending the stock sharply lower after the company's closely watched Services business fell short of expectations.
The miss has raised fresh concerns about the health of Apple's most profitable growth engine at a time when the iPhone maker is already navigating intensifying competition, regulatory pressure on the App Store, and slowing momentum in its high-margin digital ecosystem.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ****** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'

#expectations #general

I'm not going to lie, I'm pretty addicted to collecting passive dividend income. While I love working, nothing beats getting paid for work someone else did. With a yield of more than 10%, few passive-income investments pay as well as Ares Capital (NASDAQ: ARCC) -- it's almost 10 times higher than the S&P 500's current yield of 1.1%.
That monster yield is why I just bought even more shares of this business development company (BDC).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
A dividend yield of 10% or more is usually a major red flag. However, that's not the case with Ares Capital. For starters, it's a BDC, which must distribute at least 90% of its taxable net income to shareholders in dividends to remain in compliance with IRS regulations. Given that payout requirement, it's going to have a high yield.
Further, where Ares Capital shines is in its ability to sustain and grow its dividend. It has maintained or raised its payout for 17 consecutive years. That's impressive for a BDC, as most of its peers have had at least one dividend reduction during that time frame. This durability is a testament to the company's strong underwriting, as its ******* ulative investments of more than $73 billion have a net realized loss of less than 0% since inception. That's a far better loss ratio than other BDCs (-1.1%) and even banks (-0.6%). By minimizing losses, Ares Capital has a long history of generating earnings that more than covered its dividend.

#capital #flashing #going

Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading.
The chip design company reported revenue of $1.29 billion for the quarter, ahead of ******* yst estimates of $1.26 billion. Adjusted earnings per share came in at $0.45, topping the $0.40 estimate.
License and other revenue reached $574 million, compared with estimates of $562.5 million, while royalty revenue totaled $715 million against expectations of $700.2 million.
Adjusted gross margin held at 98.1%, in line with estimates, and adjusted operating margin came in at 41.2%.
For the second quarter, Arm guided revenue of $1.33 billion to $1.43 billion, above the $1.35 billion ******* yst estimate. The company forecast adjusted earnings per share of $0.43 to $0.51, compared with estimates of $0.45.

#revenue #quarter #analyst

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.
Management intentionally accelerated the shift toward a recurring membership model, prioritizing long-term predictable revenue over short-term reported profitability.
The Q2 reported loss was primarily driven by a strategic decision to double marketing spend to $4.6 million for member acquisition, which is expensed immediately while revenue is recognized ratably.
International conflicts created a temporary 'hesitancy' among travelers and advertisers in April and May, though management noted a recovery in sentiment starting in June.
The company is leveraging its affluent member base—where 70% plan multiple international trips in 2026—to negotiate exclusive 'Club Offers' that cannot be found elsewhere.

#management #june

The biopharma sector is in the middle of a transformation in which macroeconomic pressures and policy developments actively dictate corporate dealmaking. As leading pharmaceutical companies prepare for a $300 billion patent cliff in the second half of the decade, capital allocation has switched sharply toward restocking commercial pipelines with low-risk, high-conviction clinical ******* ets. At the same time, implementation of the Inflation Reduction Act has changed the relative attractiveness of drug options. Since small-molecule drugs are subject to government price negotiations earlier in their lifecycle compared to large-molecule biologics, commercial buyers are shifting premium valuations to large-molecule immunology platforms.
Against this macro context, argenx SE (NASDAQ:ARGX) entered a definitive all-cash agreement on July 27 to acquire clinical-stage biotech Forte Biosciences, Inc. (NASDAQ:FBRX) for $77 per share, valuing the company at over $2.2 billion. At first glance, the $77 offer represents a 40% premium to Forte's closing price prior to the announcement. However, the underlying deal economics demonstrate argenx's readiness to pay a premium for clinical validation: when compared to Forte's volume-weighted average pricing following its successful Phase 1b vitiligo readout on July 9, the purchase price represents an 86% premium.
The target ******* et, Forte's FB102, is a first-in-class anti-CD122 antibody that has shown clinical efficacy in vitiligo and celiac disease. In a 24-week experiment, FB102 showed a significant 29.6% mean improvement on the Facial Vitiligo Area Scoring Index, separating from placebo by day 64.
Argenx's ability to carry out a $2.2 billion cash deal stems from its strong financial condition. The company's Q1 2026 financial report showed global product net sales of $1.3 billion, a 63% increase year-over-year, as well as a quarterly net profit of $366 million and a strong balance sheet with $4.9 billion in cash and financial ******* ets. This commercial momentum is almost exclusively driven by Vyvgart, the company's blockbuster FcRn-blocking medication, which is now seeing its 17th straight quarter of growth.
That said, the explosive top-line trajectory poses a major concentration risk. According to CEO Karen Massey's "Vision 2030" framework, which targets 50,000 patients and ten designated indications worldwide, argenx SE (NASDAQ:ARGX) needs a supplementary second leg in immunology. FB102 offers that diversification by delivering a unique CD122 mechanism into unserved autoimmune indications without jeopardizing its core FcRn business.

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A housing market crash happens when home values plummet due to a lack of demand for or an oversupply of homes. The factors leading to a housing market crash are varied, ranging from economic recessions to high mortgage rates that make it less affordable to buy a home. A housing crash can have upsides (low home prices) and downsides (losing built-up equity and tighter finances).

So, what's ahead for the housing market in 2026?
➡ Read more: Want to buy a house in 2026? Here's what you need to know.
Generally, experts don't foresee a housing market crash in 2026. If anything, they see a greater sense of normalcy following multiple years of twists and turns.
"We're not heading toward a housing crash; we're in a market correction defined by stability, not volatility," Hoby Hanna, CEO of Howard Hanna Real Estate Services, said via email. "Today's housing environment is fundamentally different from 2008. Homeowners have record levels of equity, lending standards are sound, and inventory remains constrained. What we're seeing now is a normalization, not a collapse, as the market adjusts to new economic realities. For buyers and sellers, this is a market filled with opportunity and resilience, not instability or uncertainty."

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Fraud victims are dealt multiple financial blows if they take money out of their retirement account before 59½ years of age. What's worse, many financial losses resulting from scams aren't deductible on your tax return.
A new bill introduced by the House Ways and Means Committee would change that by allowing for more instances where scam victims can claim personal losses from theft on their taxes.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

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By Mike Stone and Aishwarya Jain
July 21 (Reuters) - Defense supplier Northrop Grumman on Tuesday lifted its 2026 sales and adjusted profit forecast, supported by sustained ‌demand for weapons amid a wave of global geopolitical conflicts.
U.S. President Donald Trump ‌has been pressing defense companies to expand manufacturing capacity and boost weapons production as the wars in Ukraine and the Middle East drain the country's stockpiles.
The U.S. has expended more than 50,000 rockets, missiles and other rocket-propelled projectiles since the beginning of the Russia-Ukraine conflict in 2022 through the war with Iran, according to data from the Pentagon.
Trump has also proposed a record $1.5 trillion military ‌budget for fiscal year 2027, ⁠far exceeding the $901 billion approved for 2026.

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