Outperforming the S&P 500 is a goal shared by many ETFs, leveraging different strategies to do so. Here, we will look at the Invesco S&P 500 GARP ETF (NYSEARCA: SPGP ) and its GARP strategy (growth atI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and ...

Outperforming the S&P 500 is a goal shared by many ETFs, leveraging different strategies to do so. Here, we will look at the Invesco S&P 500 GARP ETF (NYSEARCA: SPGP ) and its GARP strategy (growth atI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and ...

CTM’s British arm was involved with the Bibby Stockholm barge on the Dorset coast - Paul Grover A travel agency with a £550m government contract to provide hotels and transport for asylum seekers in the UK has been suspended from the Australian Stock Exchange over anomalies in its accounts. Corporate Travel Management (CTM), one of the largest listed companies in Australia, revealed last week that it will take months to solve the accounting blunder, prompting its latest results to be delayed. CTM said ...

Core Insights - India's artificial intelligence startup ecosystem is expected to experience significant growth-stage funding within the next 4-12 months, with projections of $100 million funding rounds becoming common [1][12] Investment Trends - WestBridge Capital has already led several substantial investments in AI startups in 2025, including a $60 million round in Tessel, a $50 million Series B in UnifyApps, and a $40 million investment in Finbox [3][12] - The firm is focusing on enterprise-oriented AI investments across both infrastructure and application layers, aiming to serve global enterprises [4][6] Market Dynamics - Investor interest in AI has shifted from broad enthusiasm to a more focused approach, with firms like Peak XV and Lightspeed concentrating on specific application layers, while WestBridge maintains a broader investment strategy [4] - The IT and business process outsourcing (BPO) industry in India is anticipated to be one of the first sectors disrupted by AI, as it can significantly reduce operational costs [6] Company Portfolio - WestBridge Capital manages over $7 billion in assets, with early-stage investments ranging from $5-10 million, growth-stage investments typically between $50 million and $70 million, and late-stage deals spanning $100-300 million [9][12] - The firm has a diverse portfolio that includes several unicorns such as Rapido, Innovaccer, and PhysicsWallah, indicating a strong presence in various sectors [10][12] Recent Exits - Notable exits for WestBridge include the acquisition of GlobalLogic by Hitachi for $9.6 billion and a complete exit from Aptus Value Housing Finance in a block deal worth ₹2,600 crore [11][12]

Group 1 - The article discusses the complexity of market desires and the misconception that there is a unified market opinion on interest rates and credit availability [3][4][6]. - It critiques Mickey Levy's assertion that the Federal Reserve should prioritize market desires over economic risks, highlighting the inherent disagreements within market participants [3][5]. - The piece emphasizes that credit is produced in the marketplace rather than being solely determined by central banks, suggesting that market forces should dictate credit availability [6][7]. Group 2 - The article questions the validity of Levy's perspective on market desires, noting that stock market performance has not consistently aligned with Fed rate changes, indicating a more nuanced relationship [8]. - It concludes that understanding what "markets" want is complex and cannot be easily defined, as markets embody a wide range of opinions and knowledge [9].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Lockheed Martin securities between January 23, 2024, and July 21, 2025, about the upcoming lead plaintiff deadline on September 26, 2025 [1] Group 1: Class Action Details - Investors who purchased Lockheed Martin securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by September 26, 2025 [3] - The Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions [4] Group 2: Case Allegations - The lawsuit alleges that Lockheed Martin made false and misleading statements regarding its internal controls and risk management practices [5] - Specific claims include the lack of effective internal controls, inaccurate program reviews, and overstated capabilities in delivering contract commitments [5] - As a result of these issues, the lawsuit claims that Lockheed Martin was likely to report significant losses, leading to misleading positive statements about its business [5]

Group 1: Valuation Trends in AI Companies - Seven of the highest-valued private tech companies are now worth $1.3 trillion, almost double from the previous year, with OpenAI leading at $324 billion [1] - The valuation surge reflects actual growth, with companies growing at rates of 100%, 200%, and 300% on already substantial numbers [2] - 19 AI firms have raised $65 billion so far this year, indicating strong financial backing and little incentive to go public [2] Group 2: Market Sentiment and Predictions - Some analysts believe current valuations are "insane" and acknowledge being in a bubble, yet they continue to invest heavily [3] - OpenAI is expected to spend aggressively on datacenter construction, indicating a strong belief in future growth [4] Group 3: Hedge Fund Interest and Stock Performance - Hedge funds are increasingly interested in AI stocks, with research showing that imitating top hedge fund picks can outperform the market [5] - Accenture plc is highlighted as a must-watch AI stock, with a recent price target adjustment from $355 to $315 while maintaining a Buy rating [8] - CrowdStrike Holdings, Inc. is also noted as a key AI stock, with a price target raised from $450 to $475 following positive investor meetings [11][12] Group 4: Company-Specific Insights - Accenture has lagged behind the S&P by approximately 2500 basis points over the last 90 days, attributed to low industry growth [8] - CrowdStrike provided guidance for over 20% net new Annual Recurring Revenue (ARR) growth for fiscal year 2027, significantly above consensus expectations [13]

Core Points - Large tech companies are advising their H-1B visa employees to remain in the U.S. and avoid foreign travel following President Trump's new proclamation [1][2] - The new proclamation requires employers to pay a $100,000 fee for H-1B visa applications, affecting new applicants but not existing holders or renewals [2][4] - Amazon has issued the most H-1B visas this fiscal year, followed by Tata Consultancy Services, Microsoft, Meta, Apple, and Google [3] Company Responses - Amazon, Google, and Microsoft have communicated to their H-1B visa employees to stay in the U.S. and return before the proclamation takes effect [2][3] - Memos from Amazon and Microsoft have been published, while Google has also issued a similar memo [3] Government Clarifications - A White House official clarified that the new fee applies only to new applicants and does not affect current H-1B holders or their ability to travel [4] - White House Press Secretary stated that existing H-1B visa holders can leave and re-enter the U.S. as they normally would, unaffected by the new proclamation [4]

Core Viewpoint - The Federal Reserve's interest rate cut has led to a sector rotation towards healthcare and financial stocks, with Hims & Hers Health Inc. positioned at the intersection of healthcare and technology, attracting mixed opinions from investors [1][2]. Company Performance - Hims & Hers Health reported Q2 2025 earnings of $544.8 million, marking a 73% increase year-over-year. The company also achieved a net subscriber count of 2.4 million, a 31% increase from the previous year [5]. - Average revenue per user rose from $57 in 2024 to $74 in 2025, reflecting a 30% increase, indicating improved customer retention and spending [5]. Valuation Metrics - Hims & Hers trades at a price-to-book (P/B) ratio of 25.9x, significantly higher than the medical sector average of 13.6x, suggesting that the market perceives its growth as both real and sustainable [6]. - The consensus price target for Hims & Hers is $38.92, indicating a potential downside of about 33% from recent prices, reflecting a cautious sentiment among analysts [8]. Analyst Sentiment - Maria Ripps of Canaccord Genuity has reiterated a Buy rating with a price target of $68, suggesting a potential upside of 17% from current levels, driven by strong earnings and optimism regarding lower interest rates [9]. - The stock has seen a recent surge of 32.9%, attributed to strong earnings and investor confidence in future growth opportunities [9]. Market Positioning - Hims & Hers is positioned in a favorable market environment characterized by recurring revenue, a growing customer base, and increasing per-user spending, which enhances its scalability [10]. - The company's strong fundamentals and market momentum support its valuation, moving it beyond a speculative investment [12].

State Bank of India (SBI) has further strengthened its presence in Tamil Nadu, with the inauguration of 14 new branches, 2 Home Loan Centers, 2 modern Rural Self Employment Training Institutes (RSETIs), and a Special Currency Administration Branch (SCAB). These initiatives were inaugurated by SBI Chairman Challa Sreenivasulu Setty during his visit to the Bank’s Local Head Office in Chennai on Sunday. Further to this, as part of the Department of Financial Services (DFS) campaign for the saturation of Financ ...