October Nymex natural gas (NGV26) on Thursday closed up +0.012 (+0.43%).
Nat-gas prices rebounded from a 2-week low on Thursday and settled higher. Short covering emerged in nat-gas on Thursday, supported by carryover from a rally in European nat-gas prices to a 3.75-year high. European nat-gas is soaring as sharply reduced supplies from the Middle East due to the closure of the Strait of Hormuz from the US-Iran war may boost European demand for US gas supplies. European nat-gas storage levels are well below normal, a bullish factor ahead of winter, when demand typically surges.
Crude Oil Prices Soar on Escalation of Middle East Hostilities
Crude Oil Prices Soar on Fears US-Iran War to Persist
Nat-Gas Prices Sink on the Outlook for Weaker US Demand

#thursday #Iran

India needs to expand biofuel production and consumption to boost its energy security as crude oil prices soar amid the Middle East crisis, according to Tarun Kapoor, an adviser in India's Prime Minister's Office.
"The future of biofuels is about maximizing value from every available resource," Kapoor said at the India Sugar and Bio-Energy Conference.
"From ethanol and compressed biogas to new applications in transport, industry and energy, we must expand the market and fully utilize the capacity we have created," the PM office's adviser said.
India, the world's third-largest crude oil importer, which depended on the Middle East for nearly half of its crude oil imports before the war, has been paying a high price for alternative crude supplies since the Iran war began.
India launched in June a new fuel blend with an 85% ethanol component as part of the fuel flex mobility program to reduce dependence on imported oil.

#kapoor

The $60 target depends on XRP closing a month above $3.66, a level it has never achieved on a monthly closing basis.
XRP came closest in July 2025, when it reached a cycle high and monthly high of $3.65 but closed the month at $3.02. Every month since has recorded a lower high.
XRP trades at $1.42, meaning it would need to gain more than 40 times to reach $60, while reclaiming $3.66 alone would require a 158% rally.
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XRP (CRYPTO: XRP) trades around $1.42 today, up 39% over the past 30 days but still down 22% since January 1 and 52% over the past 12 months.

#month #since #past

Nasdaq (Nasdaq: NDAQ) announced on Sep. 10 that its strategic investment arm, Nasdaq Ventures, is investing $100 million in Payward, the parent company of the Kraken crypto exchange.
The two companies also announced a partnership to launch the Equity Token (NET) framework by the second quarter of 2027.
"The next era of market evolution will be defined by how efficiently and seamlessly capital and ****** ets move across the financial system with durable liquidity," said Nasdaq President Tal Cohen. "Expanding our relationship with Payward reflects our conviction that the company can play an important role in building the infrastructure that supports this evolution."
Related: What are tokenized stocks? Explained
Nasdaq and Payward had announced the NET partnership in March to support the tokenization of equities within "existing regulatory frameworks" which gives public issuers more control over the tokenized versions of their companies' stocks.

#NASDAQ #Companies

Space Exploration Technologies (NASDAQ: SPCX), commonly referred to as ****** eX, got an initial share price bounce when it IPO'd due to enthusiasm about what it might do over the years to come -- such as building orbital data centers. It's also an Elon Musk company, which draws a lot of interest. (Tesla has averaged annual gains of 39% over the past decade.)
You might be wondering whether you should buy shares yourself or just forget about it.
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 »
I myself am forgetting about it, but every investor is different, so it's worth learning more and making your own decision. Here are some considerations.
Here are reasons for buying:

#NVIDIA #here

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Being a millionaire is considered table stakes for a comfortable retirement. The magic number for the average American is $1.46 million, according to a 2026 survey by Northwestern Mutual (1).
But is hitting that target really a guarantee of a smooth-sailing retirement? In 2026, the answer isn't exactly straightforward. To understand the chilling reality of retirement in the modern economy, you need to look beyond the headlines at all the other variables that impact your senior years.
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
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold

#finance

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Gold (GC=F) December futures opened at $4,522 per troy ounce on Friday, September 4, 2026, down 0.4% from Thursday's closing price. The price of gold is pretty steady this morning at $4,521.40 per troy ounce as of 6:45 a.m. ET.
Gold opened at its highest price all week this morning ahead of the August jobs report. Economists expect the U.S. to have added 55,000 jobs last month, a rebound from a surprising decline in job growth in July. Economic data released earlier this week suggests the labor market remains stuck in a pattern of minimal but stable growth.
Coupling a modest jobs report with comments this week from Fed Governor Chris Waller that he's open to holding rates steady if next week's inflation report shows price gains are easing, and bets that the Fed will be raising rates later this month have backed off, giving gold prices some more room to breathe.
The opening price of gold futures on Friday, September 4, 2026, was down 0.4% from Thursday's closing price. Here's a look at how the opening gold price has changed versus last week, month, and year:

#Friday #futures #opened

The first half of the year treated retirement savers well.
The average 401(k) account balance with Fidelity Investments grew 10.5% in the second quarter from the end of March, a gain of 13.1% from a year earlier. Individual retirement account (IRA) balances jumped 10%, and 403(b) accounts gained nearly 12%.
Across all accounts, these were record highs, with 401(k) balances posting their strongest quarterly growth since December 2020, according to a new report.
Fidelity's average 401(k) balance was $155,800 at the end of June. That's a big shift from the first quarter report, when the average balance had fallen by 4% from the start of the year to $141,000.
The average IRA climbed to $144,523 from $131,400 at the end of March.

#quarter #balances #accounts

Key Takeaways
Strategy CEO Phong Le said the firm could continue buying Bitcoin at $130,000 and suggested those purchases would look attractive if BTC later reached $260,000.
Le defended Strategy's sale of roughly 7,000 BTC, arguing it represented less than 1% of its holdings and helped strengthen the company's balance sheet.
Trader Ted Pillows believes Bitcoin could reach $100,000 in 2026, but said it must first record a strong weekly close above $83,000.
Strategy CEO Phong Le has backed Bitcoin to eventually reach $260,000 and said the company could continue buying even after BTC enters record-price territory.

#strategy #phong #reach #pillows

Huang's $180 billion fortune stems from building Nvidia into the world's most valuable company at $5.33 trillion over 33 years.
Nvidia's revenue surged 106% to $96.2 billion last quarter and commands roughly 90% of the AI training chip market.
Nvidia committed $350 billion toward future AI infrastructure alongside Goldman Sachs, BlackRock, and KKR while investing tens of billions directly in AI companies.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Jensen Huang is the world's 8th-richest person, with a net worth of $180 billion, putting him just below Meta's (NASDAQ: META) Mark Zuckerberg. Huang has turned a modest-sized computer chip company founded 33 years ago into the arms merchant of the global AI industry.

#billion #NVIDIA #huang

ShipStation, a provider of multicarrier parcel shipping software, is offering e-commerce sellers the ability to also select and coordinate with less-than-truckload operators at pre-negotiated rates in one integrated platform, bringing to life promised benefits from ownership's recent acquisition of freight brokerage Worldwide Express Group.
Few, if any, software-as-a-service companies that connect small-and-midsize merchants with parcel carriers offer a pallet-shipping solution.
"Most of those small companies don't have enough volumes to do full truckload so their first need after parcel shipping tends to be LTL, which creates this natural linkage between LTL freight brokerage and parcel," said Chris Wofford, the founder of Wofford Advisors LLC, a strategic advisory firm for the logistics sector.
In early June, private equity firm Thoma Bravo acquired WWEX Group and merged it with portfolio company Auctane, which provides shipping and fulfillment technology through brands like ShipStation, Stamps.com, Metapack and Packlink. The combined valuation of the companies is $12 billion.
WWEX Group companies include Worldwide Express, GlobalTranz, Unishippers, JEAR Logistics and BLX Logistics.

#group #Logistics

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#staff #edition #recap #important

POET (NASDAQ: POET) secured a $50 million Lumilens purchase order, and our model sees 137% upside to a $17.74 BUY price target.
Lumentum (LITE) generates $1 billion quarterly on the same optical tailwind; Applied Optoelectronics (AAOI) proves hyperscale-qualified 800G suppliers command premium multiples.
POET holds $796 million in cash to fund its Malaysia production ramp, but four of its last five earnings reports missed estimates.
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POET Technologies (NASDAQ:POET) is a small-cap photonics designer building optical engines for 400G, 800G, and 1.6T data center interconnects, the plumbing hyperscalers need to move AI traffic without melting their power budgets. With a fresh $50 million purchase order from Lumilens in hand, our proprietary model sees room for a sharp re-rating.

#order

Tether is putting fresh focus on Asia-Pacific as it expands its push into real-world ******* et tokenization, with Jed ******* f joining the company as Expansion Manager, Tokenization.
Nazif announced the move on LinkedIn, saying he will focus on driving RWA initiatives and expanding Tether's tokenization platform, Hadron by Tether, across APAC.
"I'm excited to drive RWA initiatives and Tether's tokenization platform, Hadron, in APAC," ******* f said.
The appointment comes as Tether increasingly looks beyond its core stablecoin business and builds infrastructure aimed at bringing traditional ******* ets onto blockchains.
Hadron, launched by Tether in 2024, is designed to help institutions issue and manage tokenized ******* ets across their lifecycle. The platform supports the tokenization of ******* ets including stocks, bonds, commodities, funds and reward points, alongside tools for KYC, blockchain reporting, capital-market management and regulatory guidance.

#tokenization #platform #apac #initiatives

On August 27, CIBC (NYSE:CM) reported third-quarter results that pushed adjusted earnings per share to $2.73, up 26% from a year earlier and marking the ninth consecutive quarter of double-digit EPS growth. Adjusted net income climbed to $2,648 million on revenue of $8,368 million, up 15% year over year, and return on equity reached 16.8%, up 260 basis points from the same quarter last year. The headline numbers describe a bank firing on multiple cylinders at once, even as management flagged pockets of strain underneath.
Capital Markets net income grew 34% year over year to $722 million, powered by equity trading and financing activity. Canadian Personal and Business Banking delivered $948 million in net income, up 17% from a year ago, while net interest margin climbed to 304 basis points, up 3 basis points sequentially on higher loan and deposit margins. In the US segment, net income rose 23% to $320 million, helped by lower provisions for loan losses and a revenue increase, even as net interest margin slipped 14 basis points sequentially to 3.76%. CIBC's efficiency ratio tightened by 200 basis points from a year earlier, the 12th straight quarter the bank has generated positive operating leverage, a sign revenue is outrunning costs rather than expenses eating into the gains.
Wealth Management showed similar strength, with ******* ets under administration and ******* ets under management both up more than 20% year over year and credit fees rising 25% on strong corporate lending and financing activity. Investor's Edge, the bank's self-directed investing platform, posted 34% growth in new account openings, and the managed mass affluent client base grew 4%, supporting a 12% increase in money-in balances. CIBC also returned capital to shareholders through 7.5 million shares repurchased during the quarter, and CEO Harry Culham pointed to the newly launched CIBC AI 2.0 agentic workspace and the CIBC AdvisorAssist platform, which he said cuts advisers' administrative documentation time by up to 50%.
Not every line moved in CIBC's favor. The Common Equity Tier 1 ratio slipped 19 basis points sequentially to 13.4%, as organic capital generation was offset by share buybacks and a $269 million charge, $232 million after tax, related to CIBC's planned sale of its Caribbean banking unit, CIBC Caribbean Bank Limited. Provisions on impaired loans climbed $64 million sequentially to $612 million, which CIBC linked to a handful of one-off credit issues inside its Canadian Commercial Banking and Capital Markets books rather than any broader deterioration. Total deposits fell 1% year over year, and GIC balances dropped 10% as clients shifted funds into higher-margin managed mutual fund products.

#income #banking

reAlpha Tech Corp. (NASDAQ:AIRE) announced on August 21 that it completed the approximately $8.5 million acquisition of InstaMortgage on August 19. The companies closed after waiving a condition tied to outstanding regulatory approvals in Virginia and New York. Shares closed 10.5% higher at $1.58 on August 21 following the announcement.
The consideration includes $500,000 in cash and $1.5 million of reAlpha common stock issued at closing. reAlpha Tech Corp. (NASDAQ:AIRE) may pay up to another $6.5 million through semiannual installments over three years using cash or common shares, although at least $1.5 million of the deferred consideration must be paid in cash.
Source: pexels
InstaMortgage adds full-cycle lending capabilities covering origination, underwriting, funding, and loan sales. reAlpha Tech Corp. (NASDAQ:AIRE) said its combined mortgage platform now covers 38 states and Washington, D.C. Bringing lending in-house could retain economics previously passed to outside partners while giving reAlpha greater control over customer execution.
According to reAlpha Tech Corp. (NASDAQ:AIRE)'s acquisition announcement, InstaMortgage reported originating more than $4 billion of mortgages over the past five years. Combining that infrastructure with brokerage, mortgage and ****** le services could improve cross-selling and reduce customer handoffs.

#corp

On August 21, 2026, Bloomberg reported that Walmart Inc. (NASDAQ:WMT) will accept Apple Pay and Google Pay across all its U.S. stores and Sam's Club locations by the end of 2026, ending a years-long holdout. The rollout begins August 24 at select locations, with fuel stations gaining the capability by mid-2027.
Walmart had previously relied on its own proprietary Walmart Pay system, preferring QR-code technology that gave it more control over transaction data, rather than supporting near-field communication wallets like Apple Inc. (NASDAQ:AAPL)'s Apple Pay. Customers will be able to tap contactless cards, phones, or smartwatches at checkout and add Walmart, Sam's Club, or OnePay cards to their digital wallets.
For Apple Inc. (NASDAQ:AAPL), this closes one of the last major gaps in Apple Pay's retail coverage. More than 90% of U.S. retailers already accept Apple Pay, and the service holds roughly 92% market share among U.S. mobile wallets, according to Capital One data. Adding the nation's largest retailer removes one of the most visible remaining holdouts. It reinforces Apple Pay's position as the default mobile wallet at checkout.
Apple Pay's user base gives this rollout real reach from day one: Capital One estimates Apple Pay usership is on pace to grow from 70 million to more than 84 million users over the next four years. Walmart Inc. (NASDAQ:WMT)'s enormous foot traffic with an existing and growing user base gives Apple immediate transaction volume without needing to win over new wallet users.
Walmart is fixing something that annoyed shoppers, but they aren't giving up on their own payment tools. Walmart wants customers to have a choice in how they pay, and Tap to Pay adds to, rather than replaces, cash, credit cards, and Walmart Pay. Reducing checkout friction and consumer complaints matters more now that agentic and NFC payments have become standard shopping behavior.

#cards #aapl

Microsoft (NASDAQ: MSFT) CEO Satya Nadella has enjoyed a tremendous increase in his total compensation over the past decade, with his pay rising from just $18 million in 2015 to $96.5 million at the end of fiscal 2025. That has made him one of the world's highest-paid CEOs.
The massive jump was the result of more than 95% of Nadella's pay being directly tied to performance stock units linked to Microsoft's shares. The better Microsoft stock performs, the higher Nadella's compensation becomes.
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 »
With Microsoft's stock surging 942% since 2015, it's no wonder Nadella's pay has accelerated. And as impressive as his pay is, the two reasons for Microsoft's growth over the past decade or so have been equally as remarkable.
When Nadella took over Microsoft in 2014, he famously shifted the company's focus to what he called a "mobile first, cloud first" approach. That meant funneling talent and capital into the company's cloud computing services, particularly Azure.

#Stock #nadella #past

The freight market has seen a brutal downturn, with an astounding 85% failure rate for new carriers in the past three years. Kirk Mann, EVP & GM of Transportation and Vendor Solutions at Mitsubishi HC Capital America, dives into why this cycle was the longest, the impact of over-financed ****** ets, and what it means for the future of freight demand and equipment financing. Learn how lenders navigate this volatile landscape and what's next for carrier growth.
The average three-year failure rate for motor carriers with fewer than two years of operating experience and their own ICC authority hit 85% during the prolonged freight downturn, according to Kirk Mann, EVP & GM of Transportation and Vendor Solutions at Mitsubishi HC Capital. Mann shared the figure in a FreightWaves interview, offering one of the starkest measures yet of how the roughly three-and-a-half-year downturn devastated the smallest participants in the for-hire trucking market.
The elevated failure rate traces directly to the equipment bubble that inflated during 2021 and 2022. Mann recalled a conversation with his chief risk officer in which they discussed a four-year-old Freightliner Cascadia with fewer than 500,000 miles — an ****** et the risk officer valued at roughly $45,000 but that the company was financing at $100,000 to $110,000. FreightWaves data showed pre-COVID prices on five-year-old equipment running around $34,000, climbing to as high as $120,000 at the peak. Carriers that entered the business buying equipment at those inflated values were immediately underwater when rates collapsed.
"I remember we were way bubble. It was an ****** et bubble of enormous proportions," Mann said.
When defaults mounted, Mitsubishi HC Capital leaned on workout tools rather than immediate repossession. Mann said the company restructured approximately 75% of its loans during its 2020 customer ****** istance program launched at the onset of COVID-19, and that 95% of those borrowers resumed payments within 90 days. Even so, the lender accumulated repossessed inventory it held "for quite a long time" before conditions improved enough to move units through dealer networks, auctions, and internal sales channels.

#freight

NVDA is a Hold at $208 into August 26 earnings, with a 96% beat probability already priced in and shares down 7% on the week.
NVDA has crushed SPY 842% to 70% over five years, but consistent beats have averaged a post-earnings drop, not a rally.
A flip to Buy requires Data Center revenue above $90 billion, gross margins holding near 75%, and a clear China revenue path.
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At $208.48, NVIDIA (NASDAQ:NVDA) is a Hold for long-term investors heading into the August 26, 2026 Q2 fiscal 2027 report. With shares down 7.35% over the past week, the setup rewards patience over portfolio surgery.

#NVIDIA

Just a few years ago, most people may not have even known what a natural gas power turbine was, or what they're used for. Today, investors keeping tabs on the artificial intelligence (AI) revolution are almost certainly familiar with them, and the AI industry's lack of them.
See, gas turbines generate onsite electricity that AI data centers need, but utility companies aren't in a position to deliver. Anywhere from the size of a delivery truck to a train car, these massive machines can put out watts to power a small city, or -- obviously -- an AI data center. They just need a supply of natural gas, which is now proving easier to get than an institutional-scale hookup to a power grid.
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 »
And the AI industry is most definitely embracing the solution. Although the majority of them aren't yet operational, BloombergNEF reports that there are nearly 100 data centers with, or building, on-site natural gas turbine power infrastructure. Although they come with a higher upfront cost, owners/operators like their long-term cost-effectiveness and the self-sufficiency they enable. To this end, PwC expect the AI industry's consumption of natural gas to more than quintuple by 2035, with power turbines accounting for much of this growth.
There's just one not-so-small problem with the idea. That is, with demand greatly exceeding supply, prices of natural gas power turbines are soaring. As energy industry consulting and research firm Wood Mackenzie noted earlier this year, by the end of next year, the per-kilowatt cost of gas-powered turbines could be 195% higher than where it was in 2019.

#power #cost

Life insurance policies are typically thought of as something that's there for your family, should something happen to you.
But when it comes to the secondary market for life insurance, instead of loved ones receiving a benefit, it's often a Wall Street firm or a group of investors who will get the check when your number is up.
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
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#something #wall #jeff #ramsey

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Investment bank JPMorgan Chase & Co. on Wednesday said that Tesla Inc. appears to be prioritizing the Cybercab over further scaling its Model Y robotaxi fleet.
Influencer and Tesla investor Sawyer Merritt took to the social media platform X, sharing a note released by JPMorgan following its meeting with the EV giant's management at its Fremont, California, facility. JPMorgan said that Tesla "expressed confidence in its ability to scale Cybercab in the near-term."
Don't Miss:
A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why

#finance #investment #model

Stocks shrugged it off, but bond yields moved higher for a second straight day on Friday, the latest sign that the US Treasury's intervention efforts have been a bust.
The 30-year Treasury yield was up more than 2 basis points to nearly 5.28% in the afternoon, inching back toward the 5.3% level that spooked markets earlier this week, while the 10-year yield was more than 3 basis points higher, over 4.73%.
On Wednesday, the Treasury said it would "at least double" the amount of 10-year, 20-year, and 30-year Treasury bonds it buys back. A day later, Treasury Secretary Scott Bessent signaled he could expand the purchases further. The operation is set to begin on Sept. 9 and remain effective through Nov. 4.
Read more: How soaring Treasury yields could impact your finances
Bond market watchers have been skeptical that the Treasury's plan to lower yields by boosting long-dated bond buying would work. Multiple factors outside of the Treasury's control, including inflation fears, Federal Reserve communication changes, and a boom in corporate debt issuance, have contributed to higher yields.

#year #bond #back #stocks

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Unitree Robotics' humanoid robots may give M3GAN a run for her money.
The Hangzhou-based company's product lineup includes bipedal bots that can do backflips, kung fu and more moves that plenty of humans (and their knees) can only dream of. The "Superman," which the company previewed this week, can jump 2 meters and run up to 12.66 meters per second.
While the robots have certainly captured the attention of the internet, they're exciting investors, too. Unitree raised roughly 6.1 billion yuan ($904 million) in its initial public offering, which was oversubscribed more than 8,000 times by retail investors, and shares skyrocketed 460% when the firm debuted on the Shanghai market Wednesday.
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.

#investors #sign #daily #robots

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.
Retail segment growth of 10% was driven by aggressive store expansion and acquisitions, offsetting broader furniture market challenges.
Positive written same-store sales of 3% resulted from improved in-store execution, including higher conversion rates and average ticket sizes.
Wholesale performance was impacted by uneven order patterns and seasonal industry softness, leading to fixed cost deleverage.
The Joybird business continues to face significant consumer volatility, prompting a strategic transition of manufacturing into the core U.S. plant network.

#store #positive #joybird

By Yoruk Bahceli, Ben Welsh, Dhara Ranasinghe and Rocky Swift
LONDON/NEW YORK/TOKYO, August 20 (Reuters) - U.S. debt has topped $40 trillion for the first time, underscoring the pressures on the world's major economies to fund ever-increasing spending demands -- from ageing populations to climate change and defence.
This year, the Iran war has rekindled inflation risks, while damage wrought by Europe's increasingly volatile weather is a further strain ‌on public finances.
No wonder perhaps that U.S. 30-year Treasury yields have risen to their highest since 2007, prompting government action to contain rising borrowing costs. ******* anese borrowing costs are also near their highest in ‌three decades and even Germany -- whose debt load is considerably lighter -- has seen its yields jump to the highest levels since 2011.
A high debt burden that brings higher borrowing costs risks hurting living standards by constraining spending and capping growth. Sovereign debt sets the benchmark for borrowing costs for companies and other loans, including household mortgages.

#spending #since

Gottheimer's CRWD and PANW purchases sit inside a professionally managed Morgan Stanley account, making them an advisor's rebalancing move, not a congressional stock tip.
The STOCK Act doesn't distinguish managed from self-directed accounts, leaving the conflict between Gottheimer's classified cybersecurity briefings and his equity holdings legally intact.
CrowdStrike and Palo Alto surged 104% and 121% over the past year, proving the AI-driven cybersecurity thesis stands on its own without any congressional signal.
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Rep. Josh Gottheimer, the New Jersey Democrat who serves as Ranking Member of the House Intelligence Committee's National Security Agency and Cyber Subcommittee, disclosed purchases of three pure-play cybersecurity stocks in a periodic transaction report filed August 10, 2026.

#Stock #purchases #morgan

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

#voya #small #letter