9 hours ago
There is a particular kind of business decision that only looks brilliant in hindsight, and only after everyone who made the opposite call has finished writing off the difference. It rarely feels brave at the time. It usually feels like being the last person in the room who did not get the memo.
The American electric vehicle market spent most of the past decade running on a subsidy. That credit, worth $7,500 per car, expired on Sept. 30, 2025, and the correction arrived exactly on schedule. Automakers sold 462,892 all-electric vehicles in the first half of 2026, down 23.8% from the same period a year earlier, according to ****** Automotive.
The industry response was a stampede for the exits. Carmakers have booked nearly $70 billion in write-downs as they scrap and postpone electric programs, reported Automotive News. Honda alone canceled three North American electric projects and now expects its first annual net loss since 1957.
One automaker did not flinch. Toyota (TM) confirmed this month that it will keep rolling out new battery-electric models through the rest of the year, even as it trims spending elsewhere in the lineup.
The company will "slow its product interventions in some model lines to save money," reported Automotive News, while continuing its EV rollout and leaning harder into hybrids.
#american #only #sept
The American electric vehicle market spent most of the past decade running on a subsidy. That credit, worth $7,500 per car, expired on Sept. 30, 2025, and the correction arrived exactly on schedule. Automakers sold 462,892 all-electric vehicles in the first half of 2026, down 23.8% from the same period a year earlier, according to ****** Automotive.
The industry response was a stampede for the exits. Carmakers have booked nearly $70 billion in write-downs as they scrap and postpone electric programs, reported Automotive News. Honda alone canceled three North American electric projects and now expects its first annual net loss since 1957.
One automaker did not flinch. Toyota (TM) confirmed this month that it will keep rolling out new battery-electric models through the rest of the year, even as it trims spending elsewhere in the lineup.
The company will "slow its product interventions in some model lines to save money," reported Automotive News, while continuing its EV rollout and leaning harder into hybrids.
#american #only #sept
18 hours ago
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Stockpiling physical cash may feel secure, but it's not the best idea. Saving money this way is a recipe for lost, damaged, or stolen cash. Not to mention, those stacks of bills won't earn any interest.
If you want to save, protect, and grow your money, keeping physical cash isn't the best way to do it. Instead, consider a secure and insured account that also allows your balance to earn interest.
Here are seven smart places to keep cash savings.
Checking accounts are common, in part because they're so practical. They make it easy to withdraw and deposit money, pay bills, and write checks. However, what makes them ideal for daily money management makes them a less optimal choice for saving money.
#cash #write #bills #interest
Stockpiling physical cash may feel secure, but it's not the best idea. Saving money this way is a recipe for lost, damaged, or stolen cash. Not to mention, those stacks of bills won't earn any interest.
If you want to save, protect, and grow your money, keeping physical cash isn't the best way to do it. Instead, consider a secure and insured account that also allows your balance to earn interest.
Here are seven smart places to keep cash savings.
Checking accounts are common, in part because they're so practical. They make it easy to withdraw and deposit money, pay bills, and write checks. However, what makes them ideal for daily money management makes them a less optimal choice for saving money.
#cash #write #bills #interest
1 day ago
Many people say housing is their biggest monthly expense. Right now, that may be true for me as well, since my mortgage payment alone eats up quite a bit of my paycheck.
The good news is that my husband and I are on track to have our home paid off ahead of retirement. But that doesn't mean we want to stay put. Here are three reasons we plan to downsize, despite the fact that our home should be ours mortgage-free at that point.
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 live in New Jersey, which is known for a few things -- Bruce Springsteen, nice beaches, and some of the worst property taxes in the nation.
I'm not going to share what my property tax bill looks like, but suffice it to say, people from other states gasp when they hear what it is. That's probably the biggest reason I hope to downsize in retirement.
#flashing #Retirement
The good news is that my husband and I are on track to have our home paid off ahead of retirement. But that doesn't mean we want to stay put. Here are three reasons we plan to downsize, despite the fact that our home should be ours mortgage-free at that point.
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 live in New Jersey, which is known for a few things -- Bruce Springsteen, nice beaches, and some of the worst property taxes in the nation.
I'm not going to share what my property tax bill looks like, but suffice it to say, people from other states gasp when they hear what it is. That's probably the biggest reason I hope to downsize in retirement.
#flashing #Retirement
1 day ago
While markets data shows that the global market for dining out is projected to grow from $1.9 trillion now to more than $3 trillion by 2030, many individual chains that were popular in another era are struggling to survive amid changing consumer trends.
U.S. chains like Smokey Bones, Peet's Coffee, and Joe's Crab Shack have collectively closed dozens of locations this year. Meanwhile, over in the United Kingdom, Leon and The Real Greek both nearly halved their store locations in 2026 despite once going through a period of rapid expansion that made them well-recognized chains in the country's major cities.
With the first location opening in the Greater London borough of Enfield in 1974, the restaurant chain Beefeater has, over several generations, earned a reputation for being a family-friendly steakhouse chain serving grilled steak cuts, burgers, and fish and chips at more accessible prices.
At its peak, the chain had approximately 140 standalone and Brewers Fayre brewery-attached locations in the United Kingdom and Ireland. But amid soaring operating costs the hotel and dining company Whitbread confirmed plans to shutter all remaining 106 restaurants by September.
Earlier in the year, Whitbread announced a restructuring plan that aims to bring down annual costs down costs by £250 million ($333 million USD).
#kingdom
U.S. chains like Smokey Bones, Peet's Coffee, and Joe's Crab Shack have collectively closed dozens of locations this year. Meanwhile, over in the United Kingdom, Leon and The Real Greek both nearly halved their store locations in 2026 despite once going through a period of rapid expansion that made them well-recognized chains in the country's major cities.
With the first location opening in the Greater London borough of Enfield in 1974, the restaurant chain Beefeater has, over several generations, earned a reputation for being a family-friendly steakhouse chain serving grilled steak cuts, burgers, and fish and chips at more accessible prices.
At its peak, the chain had approximately 140 standalone and Brewers Fayre brewery-attached locations in the United Kingdom and Ireland. But amid soaring operating costs the hotel and dining company Whitbread confirmed plans to shutter all remaining 106 restaurants by September.
Earlier in the year, Whitbread announced a restructuring plan that aims to bring down annual costs down costs by £250 million ($333 million USD).
#kingdom
4 days ago
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Mark Twain may have been right when he quipped that all a person needs in life is ignorance and confidence. But when it comes to successfully navigating retirement, that's playing a dangerous game.
Many Americans make a lot of ****** umptions about retirement, from when they'll finally leave the job to when they'll claim Social Security, according to new research from J.P. Morgan ****** et Management. That's mostly a good thing, because planning for retirement requires a lot of forethought and careful financial and behavioral preparation. The problem is that many people seem to be working from faulty premises, starting with the belief that retirement is a one-time event that can be carefully orchestrated according to one's personal wishes. In reality, retirement is more of a journey than a one-time event, with timing that can vary widely due to factors not entirely (or even partly) within the individual's control. That's why the research compares the experiences of current retirees with the expectations of savers, while highlighting the important role that financial advisors can play in helping their clients cut through the noise.
"Retirees can offer a valuable reference point for [those people] still saving," said Michael Conrath, chief retirement strategist for J.P. Morgan ****** et Management. "This year's survey highlights several disconnects between what people expect and what retirees actually experience."
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
#Retirement
Mark Twain may have been right when he quipped that all a person needs in life is ignorance and confidence. But when it comes to successfully navigating retirement, that's playing a dangerous game.
Many Americans make a lot of ****** umptions about retirement, from when they'll finally leave the job to when they'll claim Social Security, according to new research from J.P. Morgan ****** et Management. That's mostly a good thing, because planning for retirement requires a lot of forethought and careful financial and behavioral preparation. The problem is that many people seem to be working from faulty premises, starting with the belief that retirement is a one-time event that can be carefully orchestrated according to one's personal wishes. In reality, retirement is more of a journey than a one-time event, with timing that can vary widely due to factors not entirely (or even partly) within the individual's control. That's why the research compares the experiences of current retirees with the expectations of savers, while highlighting the important role that financial advisors can play in helping their clients cut through the noise.
"Retirees can offer a valuable reference point for [those people] still saving," said Michael Conrath, chief retirement strategist for J.P. Morgan ****** et Management. "This year's survey highlights several disconnects between what people expect and what retirees actually experience."
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
#Retirement
4 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Gross margin expanded 530 basis points to 35.7%, driven by a shift toward high-margin, less cyclical revenue streams including brokerage, finance, insurance, and marina operations.
Management attributed the 7% decline in same-store sales to broader industry softness and lower unit volumes, though the company claims to be outperforming general industry trends.
Boat margins improved for the second consecutive quarter as industry inventory levels began to normalize, reducing the need for aggressive promotional activity.
The premium end of the marine market remains more resilient than value segments, aligning with the company's core product portfolio and customer base.
#NVIDIA #identified
Gross margin expanded 530 basis points to 35.7%, driven by a shift toward high-margin, less cyclical revenue streams including brokerage, finance, insurance, and marina operations.
Management attributed the 7% decline in same-store sales to broader industry softness and lower unit volumes, though the company claims to be outperforming general industry trends.
Boat margins improved for the second consecutive quarter as industry inventory levels began to normalize, reducing the need for aggressive promotional activity.
The premium end of the marine market remains more resilient than value segments, aligning with the company's core product portfolio and customer base.
#NVIDIA #identified
5 days ago
By Harshita Mary Varghese
July 23 (Reuters) - T-Mobile said on Thursday it expects third-quarter postpaid account additions to decline sequentially as the telecom operator upgrades its rate plans, sending its shares down nearly 7%.
The company is phasing out older wireless plans and migrating affected customers to newer options that offer features like unlimited premium data and device upgrades, but are more expensive.
That strategy is also expected to lead to a temporary increase in customer churn in the current quarter, the company said. T-Mobile has also been facing intense competition from AT&T and Verizon.
The company expects about 250,000 net postpaid accounts in the third quarter, below Visible Alpha-compiled ***** ysts' average estimate of about 304,000 additions. It added 277,000 postpaid accounts in the previous quarter, which was already a 13% decline from a year earlier.
#company #expects #Third #plans
July 23 (Reuters) - T-Mobile said on Thursday it expects third-quarter postpaid account additions to decline sequentially as the telecom operator upgrades its rate plans, sending its shares down nearly 7%.
The company is phasing out older wireless plans and migrating affected customers to newer options that offer features like unlimited premium data and device upgrades, but are more expensive.
That strategy is also expected to lead to a temporary increase in customer churn in the current quarter, the company said. T-Mobile has also been facing intense competition from AT&T and Verizon.
The company expects about 250,000 net postpaid accounts in the third quarter, below Visible Alpha-compiled ***** ysts' average estimate of about 304,000 additions. It added 277,000 postpaid accounts in the previous quarter, which was already a 13% decline from a year earlier.
#company #expects #Third #plans
5 days ago
Six years after the pandemic pushed heavily leveraged companies into distress, some of the lenders that took control are beginning to cash out.
Tailored Brands, owner of clothing chain Men's Wearhouse, filed on July 10 to return to the public markets. Credit investor Silver Point Capital, which has owned the business since its 2020 restructuring, will remain the principal shareholder.
Strategic Value Partners and Sixth Street Partners sold $743 million of LATAM Airlines stock in a secondary equity offering in February, winding down a stake they inherited through the bankruptcy of Latin America's largest airline holding company in 2022.
Aeroméxico, whose largest creditor was Apollo Global Management, has traded in New York since November. The listing raised $223 million and came three years after Mexico's flagship carrier embarked on a $5 billion post-bankruptcy fleet modernization plan.
With defaults and bankruptcies edging up once more, these are useful case studies of what happens when lenders take the keys to a company. But many private credit managers appear already to have learned their lessons, according to bankruptcy experts.
#partners #million #largest #tailored
Tailored Brands, owner of clothing chain Men's Wearhouse, filed on July 10 to return to the public markets. Credit investor Silver Point Capital, which has owned the business since its 2020 restructuring, will remain the principal shareholder.
Strategic Value Partners and Sixth Street Partners sold $743 million of LATAM Airlines stock in a secondary equity offering in February, winding down a stake they inherited through the bankruptcy of Latin America's largest airline holding company in 2022.
Aeroméxico, whose largest creditor was Apollo Global Management, has traded in New York since November. The listing raised $223 million and came three years after Mexico's flagship carrier embarked on a $5 billion post-bankruptcy fleet modernization plan.
With defaults and bankruptcies edging up once more, these are useful case studies of what happens when lenders take the keys to a company. But many private credit managers appear already to have learned their lessons, according to bankruptcy experts.
#partners #million #largest #tailored
6 days ago
Jim Cramer made his stance clear during Monday's Mad Money episode, confirming that his Charitable Trust is holding firm on Apple Inc. (NASDAQ:AAPL) despite relentless criticism from tech commentators. Rebuffing market anxiety over delayed AI features, Cramer argued:
There is some real opportunity here, and I'm not blind to it. That said, let me tell you what we're doing. First, we are not touching the Trust's longstanding Apple position. The sharp knives are indeed out for the Apple, let's say, management from the tech intelligentsia. The intelligentsia say that Apple will miss the most important story of our lives: artificial intelligence. They lambaste Siri. They regard the lost opportunity as critical to Apple's failure for the next generation. Yet you know what? These same people are posting from their iPhone 17 Pro Max. You know what? They would rather slit their wrists than switch to Samsung... So in its core business, Apple's bulletproof, and they never spent much on AI in the first place.
Addressing a $7 intra-day pullback, Cramer pointed out that Apple's deliberate refusal to match competitors' massive infrastructure spending actually protects shareholder value:
I want you to think about this as you look at Apple, down seven bucks today. Did anyone switch to Samsung during this travesty of an AI issue? Did anyone say, that's it, I am sick of it, I'm sick of the 17 Pro Max; get me a Lenovo? Perhaps the cognoscenti wishes that Apple would spend $200 billion, maybe 70% on the data center structure and power, maybe give the rest of Google TPUs; maybe buy some expensive NVIDIA GPUs. As someone who owns Apple for my Charitable Trust, I actually like that they let Alphabet spend those billions of dollars on AI and then they've had Alphabet pay them a nominal sum so it was in the iPhone. The pros have a term for this Apple-Alphabet deal. You know what it's called? A great deal.
Cramer's perspective aligns with institutional commentary ahead of Apple's July 30 earnings report. Bank of America ***** yst Wamsi Mohan maintained a Buy rating and $380 price target, projecting an earnings beat with $109 billion in revenue (+16% YoY) and $1.89 EPS. It is worth noting that this earnings call will mark Tim Cook's final appearance as CEO.
#trust #first
There is some real opportunity here, and I'm not blind to it. That said, let me tell you what we're doing. First, we are not touching the Trust's longstanding Apple position. The sharp knives are indeed out for the Apple, let's say, management from the tech intelligentsia. The intelligentsia say that Apple will miss the most important story of our lives: artificial intelligence. They lambaste Siri. They regard the lost opportunity as critical to Apple's failure for the next generation. Yet you know what? These same people are posting from their iPhone 17 Pro Max. You know what? They would rather slit their wrists than switch to Samsung... So in its core business, Apple's bulletproof, and they never spent much on AI in the first place.
Addressing a $7 intra-day pullback, Cramer pointed out that Apple's deliberate refusal to match competitors' massive infrastructure spending actually protects shareholder value:
I want you to think about this as you look at Apple, down seven bucks today. Did anyone switch to Samsung during this travesty of an AI issue? Did anyone say, that's it, I am sick of it, I'm sick of the 17 Pro Max; get me a Lenovo? Perhaps the cognoscenti wishes that Apple would spend $200 billion, maybe 70% on the data center structure and power, maybe give the rest of Google TPUs; maybe buy some expensive NVIDIA GPUs. As someone who owns Apple for my Charitable Trust, I actually like that they let Alphabet spend those billions of dollars on AI and then they've had Alphabet pay them a nominal sum so it was in the iPhone. The pros have a term for this Apple-Alphabet deal. You know what it's called? A great deal.
Cramer's perspective aligns with institutional commentary ahead of Apple's July 30 earnings report. Bank of America ***** yst Wamsi Mohan maintained a Buy rating and $380 price target, projecting an earnings beat with $109 billion in revenue (+16% YoY) and $1.89 EPS. It is worth noting that this earnings call will mark Tim Cook's final appearance as CEO.
#trust #first
6 days ago
Redwire Corporation (RDW) has taken investors on a roller-coaster ride this year. The aerospace and defense company's stock initially surged on the wave of excitement surrounding ******* eX's (SPCX) blockbuster IPO. But the rally quickly unraveled as investor enthusiasm gave way to concerns over a $500 million equity offering that raised fears of significant shareholder dilution, ongoing cash burn, and a broader cooldown across the ******* e sector following the ******* eX frenzy. Despite the volatility, Redwire's long-term growth story remains compelling.
The company supplies mission-critical components and systems for some of the fastest-growing areas in aerospace and defense, including satellites, unmanned aircraft systems, and advanced ******* e infrastructure, serving both commercial customers and government agencies. Investor sentiment received a fresh boost on July 20 after Redwire unveiled plans to significantly expand its Huntsville, Alabama, campus, a move aimed at ramping up production of unmanned aircraft systems and next-generation ******* e technologies.
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#investor
The company supplies mission-critical components and systems for some of the fastest-growing areas in aerospace and defense, including satellites, unmanned aircraft systems, and advanced ******* e infrastructure, serving both commercial customers and government agencies. Investor sentiment received a fresh boost on July 20 after Redwire unveiled plans to significantly expand its Huntsville, Alabama, campus, a move aimed at ramping up production of unmanned aircraft systems and next-generation ******* e technologies.
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
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#investor
6 days ago
Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Artivion, Inc. (NYSE:AORT). Artivion, Inc. (NYSE:AORT) is a global manufacturer and distributor of medical devices and implantable human tissues. On July 20, 2026, Artivion, Inc. (NYSE:AORT) closed at $25.37 per share. One-month return of Artivion, Inc. (NYSE:AORT) was 22.68%, and its shares lost 16.55% over the past 52 weeks. Artivion, Inc. (NYSE:AORT) has a market capitalization of $1.23 billion.
Alger Weatherbie Specialized Growth Fund stated the following regarding Artivion, Inc. (NYSE:AORT) in its Q2 2026 investor update:
"Artivion, Inc. (NYSE:AORT) manufactures, processes, and distributes medical devices and implantable human tissues used in cardiac and vascular surgical procedures, with a focus on treating patients with aortic disease. The company's portfolio includes established products as well as newer technologies designed to improve outcomes in complex cardiovascular procedures. During the quarter, shares detracted from performance after the company reported in-line first-quarter results but modestly lowered its full-year outlook, primarily due to slower-than-expected starter set sales for AMDS, its key new product cycle."
Artivion, Inc. (NYSE:AORT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held Artivion, Inc. (NYSE:AORT) at the end of the first quarter, up from 25 in the previous quarter. Artivion, Inc. (NYSE:AORT) delivered total revenue of $116.3 million in Q1 2026, an increase of 12% on a non-GAAP constant currency basis. While we acknowledge the potential of Artivion, Inc. (NYSE:AORT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If y
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Artivion, Inc. (NYSE:AORT). Artivion, Inc. (NYSE:AORT) is a global manufacturer and distributor of medical devices and implantable human tissues. On July 20, 2026, Artivion, Inc. (NYSE:AORT) closed at $25.37 per share. One-month return of Artivion, Inc. (NYSE:AORT) was 22.68%, and its shares lost 16.55% over the past 52 weeks. Artivion, Inc. (NYSE:AORT) has a market capitalization of $1.23 billion.
Alger Weatherbie Specialized Growth Fund stated the following regarding Artivion, Inc. (NYSE:AORT) in its Q2 2026 investor update:
"Artivion, Inc. (NYSE:AORT) manufactures, processes, and distributes medical devices and implantable human tissues used in cardiac and vascular surgical procedures, with a focus on treating patients with aortic disease. The company's portfolio includes established products as well as newer technologies designed to improve outcomes in complex cardiovascular procedures. During the quarter, shares detracted from performance after the company reported in-line first-quarter results but modestly lowered its full-year outlook, primarily due to slower-than-expected starter set sales for AMDS, its key new product cycle."
Artivion, Inc. (NYSE:AORT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge fund portfolios held Artivion, Inc. (NYSE:AORT) at the end of the first quarter, up from 25 in the previous quarter. Artivion, Inc. (NYSE:AORT) delivered total revenue of $116.3 million in Q1 2026, an increase of 12% on a non-GAAP constant currency basis. While we acknowledge the potential of Artivion, Inc. (NYSE:AORT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If y
7 days ago
By Marcela Ayres
BRASILIA, July 21 (Reuters) - Brazil's Pix, one of the world's most successful instant-payment systems, has become a flashpoint between Brasília and Washington as the Trump administration aims to protect U.S. firms from the model's growing appeal in dozens of countries.
U.S. Trade Representative Jamieson Greer named Pix, operated by Brazil's central bank, as one of the barriers to trade that he cited to justify fresh 25% tariffs on imports from Brazil taking effect this week.
"We're not asking Brazil to get rid of Pix," a senior Trump administration official said. However, Washington is pushing to avoid a situation in which "Pix gets special treatment simply because it's owned and operated by the government," the official said.
Brazilian officials have long argued the criticism is aimed at protecting U.S. credit card companies. USTR documents say that Brazil's practices "may undermine the competitiveness of U.S. companies engaged in digital trade and electronic payment services."
#Brazil #administration
BRASILIA, July 21 (Reuters) - Brazil's Pix, one of the world's most successful instant-payment systems, has become a flashpoint between Brasília and Washington as the Trump administration aims to protect U.S. firms from the model's growing appeal in dozens of countries.
U.S. Trade Representative Jamieson Greer named Pix, operated by Brazil's central bank, as one of the barriers to trade that he cited to justify fresh 25% tariffs on imports from Brazil taking effect this week.
"We're not asking Brazil to get rid of Pix," a senior Trump administration official said. However, Washington is pushing to avoid a situation in which "Pix gets special treatment simply because it's owned and operated by the government," the official said.
Brazilian officials have long argued the criticism is aimed at protecting U.S. credit card companies. USTR documents say that Brazil's practices "may undermine the competitiveness of U.S. companies engaged in digital trade and electronic payment services."
#Brazil #administration
7 days ago
Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ****** et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."
#building #NYSE #management #asset
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ****** et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."
#building #NYSE #management #asset
7 days ago
Bellevue, Washington-based Expeditors International of Washington, Inc. (EXPD) provides logistics services in the Americas and internationally. The company has a market cap of $23.9 billion and offers air freight services, such as air freight consolidation and forwarding, and ocean freight services, including ocean freight consolidation, direct ocean forwarding, order management, and more.
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#company #forwarding
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If **** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#company #forwarding
8 days ago
What happened: 3M (MMM) stock jumped more than 8% on Tuesday after the industrial conglomerate beat Wall Street's earnings expectations and raised its full-year guidance.
What's behind the move: For the second quarter, 3M reported adjusted earnings of $2.40 per share, well above the $2.25 expected by ***** ysts. Adjusted operating margins improved to 24.9%, a sign that the company's multiyear turnaround, which began in 2024, is gaining traction.
3M now expects adjusted earnings of $8.80 to $8.95 per share in 2026, up from its previous forecast and ahead of ***** ysts' expectations of $8.74.
What else you need to know: While 3M is known for products like Post-it Notes and Scotch Tape, the company has increasingly positioned itself as a materials technology supplier of growing industries such as electronics, advanced manufacturing, aerospace, and artificial intelligence infrastructure.
In the company's earnings release, 3M highlighted software giant Microsoft (MSFT) as the first hyperscaler to deploy its Expanded Beam Optics technology for AI data centers.
#earnings #analysts #technology #tuesday
What's behind the move: For the second quarter, 3M reported adjusted earnings of $2.40 per share, well above the $2.25 expected by ***** ysts. Adjusted operating margins improved to 24.9%, a sign that the company's multiyear turnaround, which began in 2024, is gaining traction.
3M now expects adjusted earnings of $8.80 to $8.95 per share in 2026, up from its previous forecast and ahead of ***** ysts' expectations of $8.74.
What else you need to know: While 3M is known for products like Post-it Notes and Scotch Tape, the company has increasingly positioned itself as a materials technology supplier of growing industries such as electronics, advanced manufacturing, aerospace, and artificial intelligence infrastructure.
In the company's earnings release, 3M highlighted software giant Microsoft (MSFT) as the first hyperscaler to deploy its Expanded Beam Optics technology for AI data centers.
#earnings #analysts #technology #tuesday
8 days ago
Dow Jones futures rose Monday morning, along with S&P 500 futures and especially Nasdaq futures. Oil prices whipsawed on reports of U.S.-Iran diplomacy as well as Red Sea threats.
Google-parent Alphabet, Tesla, Intel, GE Vernova and Interactive Brokers headline a big week of earnings, along with an AMD AI event.
The stock market saw losses last week that were concentrated in the Nasdaq and especially AI stocks. ***** e Exploration Technologies (SPCX), better known as ***** eX, dived well below its IPO price. But many stocks in the medical, financial, energy and transportation sectors are showing strength.
Still, investors should be playing more defense than offense, cutting losers and continuing to take profits.
Interactive Brokers (IBRK) reports Tuesday night with GE Vernova (GEV) tap early Wednesday. Google-parent Alphabet (GOOGL) and Tesla (TSLA) are scheduled for late Wednesday and Intel (INTC) is due Thursday evening.
Google-parent Alphabet, Tesla, Intel, GE Vernova and Interactive Brokers headline a big week of earnings, along with an AMD AI event.
The stock market saw losses last week that were concentrated in the Nasdaq and especially AI stocks. ***** e Exploration Technologies (SPCX), better known as ***** eX, dived well below its IPO price. But many stocks in the medical, financial, energy and transportation sectors are showing strength.
Still, investors should be playing more defense than offense, cutting losers and continuing to take profits.
Interactive Brokers (IBRK) reports Tuesday night with GE Vernova (GEV) tap early Wednesday. Google-parent Alphabet (GOOGL) and Tesla (TSLA) are scheduled for late Wednesday and Intel (INTC) is due Thursday evening.
8 days ago
What happens if you're ready to retire, have enough money to spend your golden years in comfort, but your partner is too scared to stop working?
Meg, 63, has been married to Jo, 58, for more than 20 years. Meg, a social worker, is ready to retire. But Jo, who works in finance, is paralyzed over the question of when to retire.
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
Meg, 63, has been married to Jo, 58, for more than 20 years. Meg, a social worker, is ready to retire. But Jo, who works in finance, is paralyzed over the question of when to retire.
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
9 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Economist Peter Schiff made his name by predicting the 2008 housing crash. Now he's ringing the bell for another potential crisis in America's housing market — and it could see a wave of homeowners mailing back their keys.
"Why are housing prices so high?" Schiff asked in a YouTube Short last September (1). "Because for a long time, the Fed kept interest rates at zero, and so a lot of people were able to get really low mortgages, 3% mortgages, 4% mortgages."
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 still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
Economist Peter Schiff made his name by predicting the 2008 housing crash. Now he's ringing the bell for another potential crisis in America's housing market — and it could see a wave of homeowners mailing back their keys.
"Why are housing prices so high?" Schiff asked in a YouTube Short last September (1). "Because for a long time, the Fed kept interest rates at zero, and so a lot of people were able to get really low mortgages, 3% mortgages, 4% mortgages."
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 still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
9 days ago
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9 days ago
Shares in Aehr Test Systems Inc. (NASDAQ:AEHR) jumped by 11.6 percent week-on-week, as investors increased their exposure after management posted a highly optimistic outlook for fiscal year 2027, thanks to the continued strong demand for semiconductor testing.
In an updated report last week, the company said that it is targeting to grow its revenues during the period by 160 to 200 percent to a range of $130 million to $150 million, versus the $50 million posted last year, supported by a $100 million effective backlog.
For illustration purposes only. Photo by Sergei Starostin on Pexels
The upbeat guidance overshadowed its weak performance in the full fiscal year of 2026, with net losses wider by 82 percent to $7.1 million versus $3.9 million in fiscal year 2025.
The full-year loss primarily reflected higher losses in the first three quarters of the year, which more than offset the strong recovery in the fourth quarter.
In an updated report last week, the company said that it is targeting to grow its revenues during the period by 160 to 200 percent to a range of $130 million to $150 million, versus the $50 million posted last year, supported by a $100 million effective backlog.
For illustration purposes only. Photo by Sergei Starostin on Pexels
The upbeat guidance overshadowed its weak performance in the full fiscal year of 2026, with net losses wider by 82 percent to $7.1 million versus $3.9 million in fiscal year 2025.
The full-year loss primarily reflected higher losses in the first three quarters of the year, which more than offset the strong recovery in the fourth quarter.
9 days ago
Cathie Wood's ARK Genomic Revolution ETF (NYSEMKT: ARKG) focuses on companies in the genomics sector, especially in healthcare. Since the beginning of July, Wood has, through this Ark Invest exchange-traded fund (ETF), bought $15.3 million worth of Ionis Pharmaceuticals (NASDAQ: IONS), a biotech company based in Carlsbad, California.
The stock is down nearly 37% from its 2026 high earlier this month, with much of that decline coming after it and its partner AstraZeneca announced a surprise late-stage trial failure regarding eplontersen, a medicine used to treat patients with transthyretin amyloidosis cardiomyopathy, or ATTR-CM, a rare heart disease. All of Wood's recent Ionis purchases came after that announcement, suggesting she is taking advantage of the stock's decline to buy more shares while maintaining a long-term view that the company is worth investing in.
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 »
Let's see what she may be seeing.
In June 2026, the Food and Drug Administration (FDA) approved Ionis's drug Tryngolza (olezarsen) for treatment of severe hypertriglyceridemia (sHTG), a condition characterized by elevated blood triglyceride levels. Tryngolza's initial approval in 2024 was for familial chylomicronemia syndrome (FCS), a rare disease that causes high levels of triglycerides in the blood. FCS affects only about 3,000 people in the U.S., but the new sHTG approval expands its target market to more than 3 million potential patients in the U.S. alone.
The stock is down nearly 37% from its 2026 high earlier this month, with much of that decline coming after it and its partner AstraZeneca announced a surprise late-stage trial failure regarding eplontersen, a medicine used to treat patients with transthyretin amyloidosis cardiomyopathy, or ATTR-CM, a rare heart disease. All of Wood's recent Ionis purchases came after that announcement, suggesting she is taking advantage of the stock's decline to buy more shares while maintaining a long-term view that the company is worth investing in.
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 »
Let's see what she may be seeing.
In June 2026, the Food and Drug Administration (FDA) approved Ionis's drug Tryngolza (olezarsen) for treatment of severe hypertriglyceridemia (sHTG), a condition characterized by elevated blood triglyceride levels. Tryngolza's initial approval in 2024 was for familial chylomicronemia syndrome (FCS), a rare disease that causes high levels of triglycerides in the blood. FCS affects only about 3,000 people in the U.S., but the new sHTG approval expands its target market to more than 3 million potential patients in the U.S. alone.
10 days ago
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Find out how much you could earn by locking in a high CD rate today. A certificate of deposit (CD) allows you to lock in a competitive rate on your savings and helps your balance grow. However, rates vary widely across financial institutions, so it's important to ensure you're getting the best rate possible when shopping around for a CD. The following is a breakdown of CD rates today and where to find the best offers.
Historically, longer-term CDs offered higher interest rates than shorter-term CDs. Generally, this is because banks would pay better rates to encourage savers to keep their money on deposit longer. However, in today's economic climate, the opposite is true.
Today, Sunday, July 19, 2026, the highest CD rate is 4.10% APY. This rate is offered by Marcus by Goldman Sachs on its 14-month CD.
The amount of interest you can earn from a CD depends on the annual percentage rate (APY). This is a measure of your total earnings after one year, taking into account the base interest rate and how often interest compounds (CD interest typically compounds daily or monthly).
Find out how much you could earn by locking in a high CD rate today. A certificate of deposit (CD) allows you to lock in a competitive rate on your savings and helps your balance grow. However, rates vary widely across financial institutions, so it's important to ensure you're getting the best rate possible when shopping around for a CD. The following is a breakdown of CD rates today and where to find the best offers.
Historically, longer-term CDs offered higher interest rates than shorter-term CDs. Generally, this is because banks would pay better rates to encourage savers to keep their money on deposit longer. However, in today's economic climate, the opposite is true.
Today, Sunday, July 19, 2026, the highest CD rate is 4.10% APY. This rate is offered by Marcus by Goldman Sachs on its 14-month CD.
The amount of interest you can earn from a CD depends on the annual percentage rate (APY). This is a measure of your total earnings after one year, taking into account the base interest rate and how often interest compounds (CD interest typically compounds daily or monthly).
10 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Older adults in the U.S. are sounding the alarm on their concerns about the healthcare system. The John A. Hartford Foundation reports that 56% of older adults say it is difficult and stressful to navigate the health care system, and 62% believe health insurance plans come with too many confusing choices (1). Moreover, misinformation about health care coverage abounds.
Consider this scenario: You've witnessed the start of a decline in your mother's cognitive health and ability to care for her own needs, but neither you nor your family are able to care for her around the clock.
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 still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
Older adults in the U.S. are sounding the alarm on their concerns about the healthcare system. The John A. Hartford Foundation reports that 56% of older adults say it is difficult and stressful to navigate the health care system, and 62% believe health insurance plans come with too many confusing choices (1). Moreover, misinformation about health care coverage abounds.
Consider this scenario: You've witnessed the start of a decline in your mother's cognitive health and ability to care for her own needs, but neither you nor your family are able to care for her around the clock.
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 still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
11 days ago
Nike's restructuring, which it launched in April 2026, has already led to several store closings, layoffs, and an exit from a business partnership.
And now the popular sneaker company has closed two more locations on opposite sides of the country as part of its national retail strategy, according to the company.
Nike abruptly closed its store in the Fenton shopping center at 4 Fenton Main St., Suite 140, in Cary, N.C., weeks earlier than expected, the shopping center told The News & Observer.
"The store, which opened in June 2022, was originally expected to remain open through July 31 but closed earlier than planned as part of Nike's broader national retail strategy," the shopping center said in an email to The News & Observer on July 16.
"Fenton appreciates Nike's partnership and remains committed to providing guests with a strong mix of retail, dining, entertainment, and community experiences," the email said.
And now the popular sneaker company has closed two more locations on opposite sides of the country as part of its national retail strategy, according to the company.
Nike abruptly closed its store in the Fenton shopping center at 4 Fenton Main St., Suite 140, in Cary, N.C., weeks earlier than expected, the shopping center told The News & Observer.
"The store, which opened in June 2022, was originally expected to remain open through July 31 but closed earlier than planned as part of Nike's broader national retail strategy," the shopping center said in an email to The News & Observer on July 16.
"Fenton appreciates Nike's partnership and remains committed to providing guests with a strong mix of retail, dining, entertainment, and community experiences," the email said.
11 days ago
Second quarter earnings continued to roll in, with leading chipmaker Taiwan Semiconductor (TSM) reporting strong results that pointed to robust AI demand. UnitedHealth Group (UNH), GE Aerospace (GE), and Netflix (NFLX) also report on Thursday, rounding out the earnings mix.
The week started with a wave of bank earnings that showed broad-based strength, driven by Wall Street trading activity. "It's getting close to as good as it gets," JPMorgan (JPM) CEO Jamie Dimon said about current banking conditions after the country's largest bank reported its biggest quarterly profit on record on Tuesday.
It was a good start to what's expected to be a strong earnings season for the S&P 500 (^GSPC). According to FactSet data, **** ysts estimate the year-over-year S&P 500 earnings growth rate for the second quarter will be 23.3% — above the five-year average of 16.4% and the 10-year average of 10.3%.
If that holds, it will mark the second consecutive earnings growth rate above 20% for the index and the seventh straight quarter of double-digit growth.
Also reporting earnings this week were ASML Holding N.V. (ASML), Morgan Stanley (MS), BlackRock (BLK), Johnson & Johnson (JNJ), and United Airlines Holdings (UAL).
The week started with a wave of bank earnings that showed broad-based strength, driven by Wall Street trading activity. "It's getting close to as good as it gets," JPMorgan (JPM) CEO Jamie Dimon said about current banking conditions after the country's largest bank reported its biggest quarterly profit on record on Tuesday.
It was a good start to what's expected to be a strong earnings season for the S&P 500 (^GSPC). According to FactSet data, **** ysts estimate the year-over-year S&P 500 earnings growth rate for the second quarter will be 23.3% — above the five-year average of 16.4% and the 10-year average of 10.3%.
If that holds, it will mark the second consecutive earnings growth rate above 20% for the index and the seventh straight quarter of double-digit growth.
Also reporting earnings this week were ASML Holding N.V. (ASML), Morgan Stanley (MS), BlackRock (BLK), Johnson & Johnson (JNJ), and United Airlines Holdings (UAL).
12 days ago
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks dropped more than 2%, and Western Digital (WDC) fell more than 3%.
Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well.
Among semiconductor equipment makers, Applied Materials (AMAT) and Lam Research (LRCX) each declined more than 4%.
Going into Friday's trading session, global semiconductor stocks had shed $3.3 trillion in market value since June 22.
What's behind the move: Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure.
Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well.
Among semiconductor equipment makers, Applied Materials (AMAT) and Lam Research (LRCX) each declined more than 4%.
Going into Friday's trading session, global semiconductor stocks had shed $3.3 trillion in market value since June 22.
What's behind the move: Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure.
12 days ago
By Manoj ******* ar and Shivangi Acharya
NEW DELHI, July 15 (Reuters) - India and Britain's trade pact took effect on Wednesday, cutting tariffs on thousands of goods and expanding market access for services firms and professionals in both countries.
The India-UK Comprehensive Economic and Trade Agreement gives Indian exporters duty-free access to most British tariff lines, benefiting sectors such as textiles, leather, footwear, marine products, gems and jewellery, and processed foods.
Britain, meanwhile, gains greater access to one of the world's fastest-growing major economies through phased tariff cuts and quotas for sectors such as automobiles and silver, as well as openings in procurement, financial services, education, insurance and professional services.
Prime Minister Narendra Modi said in a post on X that the trade pact and accompanying social security agreement would deepen economic ties and give "fresh momentum" to India's farmers, entrepreneurs and small businesses.
NEW DELHI, July 15 (Reuters) - India and Britain's trade pact took effect on Wednesday, cutting tariffs on thousands of goods and expanding market access for services firms and professionals in both countries.
The India-UK Comprehensive Economic and Trade Agreement gives Indian exporters duty-free access to most British tariff lines, benefiting sectors such as textiles, leather, footwear, marine products, gems and jewellery, and processed foods.
Britain, meanwhile, gains greater access to one of the world's fastest-growing major economies through phased tariff cuts and quotas for sectors such as automobiles and silver, as well as openings in procurement, financial services, education, insurance and professional services.
Prime Minister Narendra Modi said in a post on X that the trade pact and accompanying social security agreement would deepen economic ties and give "fresh momentum" to India's farmers, entrepreneurs and small businesses.
14 days ago
August WTI crude oil (CLQ26) today is up +3.46 (+4.87%), and August RBOB gasoline (RBQ26) is up +0.1036 (+3.47%).
Crude oil and gasoline prices are up sharply today amid an escalation of US-Iran hostilities over control of the Strait of Hormuz. Gains in crude oil accelerated today after President Trump said the US was reimposing a blockade on Iranian ships transiting the Strait of Hormuz.
Why Did the Commodity Complex Remind Me of the Bangles to Start the Week?
Crude Oil Prices Sharply Higher on Escalation of US-Iran Hostilities
Despite Multiple, Positive Attributes, Fervo Energy Stock Looks Very Risky for Now
Crude oil and gasoline prices are up sharply today amid an escalation of US-Iran hostilities over control of the Strait of Hormuz. Gains in crude oil accelerated today after President Trump said the US was reimposing a blockade on Iranian ships transiting the Strait of Hormuz.
Why Did the Commodity Complex Remind Me of the Bangles to Start the Week?
Crude Oil Prices Sharply Higher on Escalation of US-Iran Hostilities
Despite Multiple, Positive Attributes, Fervo Energy Stock Looks Very Risky for Now
15 days ago
BMW solidified its position as the top-selling luxury automaker in the U.S. with strong second-quarter sales, a result that comes as many rivals experienced declines.
The timing of BMW's impressive quarter is important. One of the brand's largest markets, China, has gone in the opposite direction in 2026, forcing BMW (BMWYY) to revise its outlook for the year.
While U.S. demand can't fully offset the China slowdown, the growth in U.S. sales gives BMW a resilient and profitable market it can rely on. It's also a source of stability at a time when rivals like Mercedes-Benz, Lexus, and Audi have seen sales slide.
Excluding the smaller Mini brand, BMW sold 102,713 vehicles in the U.S. in Q2, a healthy year-over-year increase of 13%. First-half sales reached 186,944 units, up by 4.7%.
103,257 of those models were larger, more expensive SUVs.
The timing of BMW's impressive quarter is important. One of the brand's largest markets, China, has gone in the opposite direction in 2026, forcing BMW (BMWYY) to revise its outlook for the year.
While U.S. demand can't fully offset the China slowdown, the growth in U.S. sales gives BMW a resilient and profitable market it can rely on. It's also a source of stability at a time when rivals like Mercedes-Benz, Lexus, and Audi have seen sales slide.
Excluding the smaller Mini brand, BMW sold 102,713 vehicles in the U.S. in Q2, a healthy year-over-year increase of 13%. First-half sales reached 186,944 units, up by 4.7%.
103,257 of those models were larger, more expensive SUVs.