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Monday, Sept. 14, 2026 at 4:30 p.m. ET
Chief Executive Officer and Chief Technology Officer - Ryan Melsert
Chief Financial Officer - Alex Flores
Tiffiany Moehring: American Battery Technology Company. I would like to welcome everyone to our fiscal full year 2026 earnings call. On behalf of the entire team at American Battery Technology Company, I would like to thank everyone for taking the time to join the call today. Following this presentation, a recording of this call, along with our press release, will be available on our website. This presentation includes forward-looking statements within the meaning of the safe harbor's provision of the Private Securities Litigation Reform Act of 1995. These statements are subject to risk and uncertainties that can cause actual results to differ from those anticipated.

#chief #technology

SPY surged 11% year-to-date while home prices hit all-time highs, powering a record $12.5 trillion single-quarter wealth gain to $185.7 trillion total.
The personal saving rate collapsed to 2.8% from 5.8% a year ago as Americans spend paper gains concentrated among the wealthiest households.
Household net worth hit 571% of GDP, just shy of the 574% record that previously preceded the Fed's most aggressive rate-hiking cycle in four decades.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
American households just booked the largest quarterly wealth gain in history, and most Americans do not feel any richer. Federal Reserve data released this month shows U.S. household net worth jumped $12.5 trillion in the second quarter of 2026, reaching a record $185.7 trillion. That single-quarter increase exceeds the annual gross domestic product of every country on earth except the United States and China. It is the eleventh straight quarter of gains, a streak that has added $43.4 trillion to household balance sheets and pushed ***** ulative wealth creation since the 2020 pandemic to $83.9 trillion. Yet the University of Michigan's consumer sentiment index came in at 55.2 in July, a level the survey's own interpretation guide classifies as recessionary.

#trillion #quarter #record #year

Hans Georgeson has left his position as chief executive of Royal London ******* et Management, ending a five-year tenure.
The group's chief executive, Barry O'Dwyer, is starting the recruitment process for a replacement.
Until a permanent appointment is made, group chief financial officer Daniel Cazeaux will take on the role on an interim basis.
Royal London Group CEO Barry O'Dwyer said: "I would like to thank Hans for his significant contribution over the past five years. Under his leadership, Royal London ******* et Management has grown strongly, broadened its investment capabilities and strengthened its position as a leading UK ******* et manager. We wish him continued success in his next role.
"Dan is an excellent interim appointment. He combines deep financial services expertise with a strong understanding of Royal London, Royal London ******* et Management and the strategic priorities shaping the business. This means he is well placed to support Royal London ******* et Management through this period and maintain our focus on delivering for clients."

#chief #hans #position

Building wealth in the stock market isn't about chasing hot trends. It's about owning high-quality businesses that can compound in value and potentially beat the market over long periods.
Amazon (NASDAQ: AMZN) and Visa (NYSE: V) are quality stocks that can help investors do exactly that. ******* ysts expect both companies to grow earnings at double-digit rates over the next several years. Here's why these growth stocks can deliver superior results for patient investors.
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 »
Amazon shares returned 560% over the past 10 years, beating the S&P 500's
251%. The stock has been roughly in line with the index so far in 2026. Even so, ******* ysts expect Amazon's earnings to grow about 20% annually in the years ahead -- a pace that can still support market-beating returns.
Amazon reported 20% year-over-year sales growth last quarter, with two of its largest segments -- online retail and Amazon Web Services (AWS) -- showing accelerating revenue growth.

#amazon #market #Growth #analysts

Updated Sept 03, 2026, 2:56 pm EDT / Original Sept 03, 2026, 8:58 am EDT
Food stocks are in a bit of trouble. As shoppers grapple with elevated inflation, the cautious consumer backdrop has sparked investor concerns over the outlook for some industry giants.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Federal Reserve Chairman Kevin Warsh raised the markets’ expectations for a September rate hike. Not so fast, three Fed officials suggested this week.

#rights

Garn-St Germain bars lenders from calling a parent's mortgage due at death, letting heirs keep a 3% rate locked against today's 6.73% average.
Heirs must file a death certificate or probate order with the servicer to establish successor-in-interest status before making payments on the inherited loan.
Reverse mortgages fall outside Garn-St Germain, and a HECM becomes due at the borrower's death, forcing heirs to pay off, sell, or surrender the property.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
If your parent still holds a mortgage locked in near 3% from the refinancing wave earlier this decade, that loan itself has become an ****** et worth considering. With the 30-year fixed averaging 6.73% at the end of August 2026 and the 10-year Treasury yield at 4.75% as of August 31, 2026, a below-market fixed rate is effectively something you inherit along with the house. A federal law passed back in 1982 says that when a homeowner dies and the property passes to a relative, the lender cannot use the death as an excuse to call the loan due. The kids can keep both the house and the rate.

#heirs

Lowe's Companies (NYSE: LOW) recently reported its fiscal second-quarter results. This covered the period that ended on July 31. What do the company's sales and earnings tell us about the company's long-term growth prospects and total return potential? Let's take a closer look at the results.
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 »
There's no getting around it. Lowe's second-quarter sales were weak. Its same-store sales (comps) were essentially flat, growing a scant 0.2%. Management blamed the tepid sales result largely on macroeconomic pressures that have affected do-it-yourself homeowners' willingness to take on projects. Positively, sales to professional contractors, an area of focus, were strong.
In the near term, management doesn't expect sales growth to pick up. It now anticipates flat comps for the year, down from its previous expectation of 0% to 2%.
Still, shareholders can confidently rely on dividends. Lowe's has raised the payout annually for more than a quarter of a century. Most recently, it increased the quarterly dividend by more than 4% to $1.25 per share. At the new rate, Lowe's shares have a 2.3% dividend yield. That's more than double the S&P 500 index's 1.1% yield.

#flashing #down

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted W.W. Grainger, Inc. (NYSE:GWW). W.W. Grainger, Inc. (NYSE:GWW) is leading supplier of maintenance, repair, and operating products and services, serving customers across industries. On August 21, 2026, W.W. Grainger, Inc. (NYSE:GWW) closed at $1,312.24 per share, reflecting a market capitalization of $61.81 billion. W.W. Grainger, Inc. (NYSE:GWW) posted a one‑month return of -6.20%, while its shares gained 29.48% over the past 52 weeks.
Aoris Investment Management stated the following regarding W.W. Grainger, Inc. (NYSE:GWW) in its Q2 2026 investor letter:
"W.W. Grainger, Inc. (NYSE:GWW) is a leading distributor of maintenance, repair and operating (MRO) supplies in North America and ******* an. Around 80% of its revenue comes from high-touch service for large and complex organisations, while the remainder comes from an online-only offering for smaller purchases.
Grainger is using AI to improve the search functionality and depth of product information on its e-commerce platform, helping customers find the right part faster and with more certainty. Internally it's using AI to improve the speed and resolution of customer service queries and the effectiveness of its salespeople.…" (Click here to read the full text)

#NYSE #aoris #letter #management

Bitcoin functions as a genuine cheat code for retiring without ever selling, according to **** yst and entrepreneur Mark Moss, who laid out that thesis in a recent Coin Stories podcast interview.
His central thesis runs counter to conventional wisdom. The goal should never be to sell Bitcoin to fund a lifestyle, but to stay in the owner column rather than the consumer column.
Under the debt-based monetary system in place since 1971, money enters circulation through credit, and credit requires collateral. Owning even $1 of Bitcoin makes someone an owner who can borrow against it.
Selling, by contrast, triggers tax events, eliminates that collateral, and converts a long-term **** et into short-term spending. He also challenges traditional retirement thinking.
The goal should not be freedom from work, he argues, but freedom to work on whatever someone actually chooses.

#column #collateral

September Nymex natural gas (NGU26) on Friday closed up +0.006 (+0.22%).
Nat-gas prices closed higher on Friday as forecasts indicated warm US weather in the final weeks of August, which would boost nat-gas demand from utilities to meet increased air-conditioning demand. Commodity Weather Group is forecasting above-normal temperatures across the South in particular through the end of August. Vaisala is forecasting above-normal temperatures for the West for Aug 22-26.
Is it Time to Begin Accumulating Natural Gas?
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Crude Prices Higher on Continued Hormuz Tensions

#september #natural #weather

SPSM charges 84% less than IWM in annual fees and has outperformed it by over 37 percentage points across the past decade.
The S&P 600's profitability screen bars money-losing companies from entry, removing the drag that pulls Russell 2000 returns lower across full market cycles.
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The iShares Russell 2000 ETF (NYSEARCA:IWM) is the default small-cap vehicle for most portfolios, holding roughly 2,000 US small companies in a single ticker. Investors reach for IWM to add domestic small-cap exposure, tilt toward companies most sensitive to US rate cuts, and diversify beyond a large-cap-heavy S&P 500 allocation. That is a reasonable goal. The question is whether IWM is the best tool to execute it. A quieter alternative from State Street, tracking a different small-cap index with stricter admission standards, has been doing the same job at a fraction of the cost.

#russell #Invest #nysearca

E.l.f. Beauty (NYSE: ELF) stock rose 12% in July, according to data provided by S&P Global Market Intelligence. The mass cosmetics giant is still enjoying renewed market confidence as it laps last year's negative tariff impact and continues to demonstrate strength.
E.l.f. has defined itself by its social mission and social media presence as well as its low prices. It stands out from the traditional leaders in mass cosmetics, and it continues to grow at a rapid pace as the model resonates with shoppers of all ages.
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 »
It faced a major challenge last year when higher tariffs were imposed on goods produced in China, and it raised some of its prices to counteract the increases. That led to an expanded gross margin in the 2026 fiscal fourth quarter (ended March 31) to 73% despite some continual tariff impact.
E.l.f. is also facing its challenges head-on by expanding. It made a major move last year when it acquired model Hailey Bieber's Rhode cosmetics, its first foray into luxury cosmetics. The line has been massively popular, and it was cosmetic retailer Sephora's largest-ever launch in the U.K. It's already generating for $113 million for e.l.f., and it has a long growth runway; it has only 20% international penetration but 74% international social followers.

#NVIDIA

Key sectors of the economy that spent years squeezed by high interest rates are gaining momentum.
Why it matters: For years, manufacturing and construction were among the clearest signs that the Federal Reserve's tightening campaign — reversed only somewhat at the end of last year — was weighing on the economy.
Now, manufacturing and construction are early sources of job growth, helped by an AI investment boom that has so far been unconstrained by still-high borrowing costs.
What they're saying: "The private labor market has rebounded in 2026 due to a resurgence of the highly cyclical manufacturing sector ... while a robust buildout of data centers has propelled construction employment," Troy Ludtka, senior economist at SMBC, wrote in a note Monday.
Ludtka wrote that the AI infrastructure buildout should continue to underpin construction employment, while recent business surveys suggest manufacturing employment growth could keep revving up.

#construction #wrote

Nevada-based Las Vegas Sands Corp. (LVS) is a leading global developer and operator of integrated resorts, with a portfolio centered on luxury casinos, hotels, convention centers, entertainment venues, shopping malls, and fine dining. With a market cap of $35.7 billion, its portfolio includes iconic properties such as Marina Bay Sands in Singapore and a collection of integrated resorts in Macau, including The Venetian Macao, The Londoner Macao, The Parisian Macao, The Plaza Macao, and Sands Macao.
Las Vegas Sands has struggled to keep pace with the broader market over the past year, with investor sentiment weighed down by macroeconomic uncertainty and softer demand trends in Macau. LVS stock has dipped 9.5% over the past 52 weeks and declined 27.4% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 21.8% over the past year and risen 11% in 2026.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
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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'

#macao #vegas #market

Reddit reported a strong second quarter but spooked investors by mentioning in an investor letter that traffic from search engines had grown "choppy."
The company's total revenue of $805 million jumped 61% compared to the year-ago quarter while net income was $253 million, up 183%. These beat Wall Street's expectations. Plus, the company said it expects to hit revenue of $860 million to $870 million with healthy earnings before taxes next quarter as well, which beat expected guidance.
Normally, telling investors that they can expect even better results to come would cause a stock to rise. But the stock slid over 10% in after-hours trading.
The culprit was likely CEO Steve Huffman's warning in that separate letter to shareholders. "Search referrals were choppy in the quarter, and traffic was more volatile later in the quarter, but the bigger picture is unchanged: the commercial business is strong," he wrote.
AI is clearly changing the search engine landscape — and investors seem to fear that Reddit's traffic may suffer.

#choppy #revenue

July 29 (Reuters) - Humana on Wednesday beat Wall Street estimates for second-quarter earnings as the ‌health insurer's spend on medical services was in ‌line with expectations, but it left its annual adjusted profit forecast unchanged.
Shares of the company were down about 9% in premarket trading.
Humana is one of the largest providers of Medicare Advantage plans serving people aged 65 and ‌older as well ⁠as people with disabilities.
Investors have been raising their expectations for insurers, after others ⁠including larger peer UnitedHealth raised its outlook and have done a better job at controlling costs.
Once a key source of profit growth for insurers, these privately managed Medicare ‌Advantage plans have come under pressure from rising medical costs for three years as well as tighter reimbursement rates, leading some insurers to scale back or exit underperforming markets.

#humana

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) 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, se