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Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results

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Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results


Hyperscaler stocks rose on Monday as positive earnings results from Microsoft (MSFT) and Amazon (AMZN) last week buoyed investor confidence in the artificial intelligence leaders.

Microsoft and Amazon climbed more than 5%, while Oracle (ORCL) jumped 6%, Meta (META) rose more than 7%, and Google (GOOG, GOOGL) was up more than 5%.

Amazon’s stock moves helped push the company’s market capitalization past the $3 trillion mark for the first time. Meta, meanwhile, recovered all of its losses after posting second quarter earnings last week that fell flat.

Microsoft’s and Amazon’s results, however, told a different story.

Microsoft said it saw record cloud revenue, with its Azure business topping $100 billion in annual sales for the first time. Azure revenue grew 43% during the company’s fourth quarter, and leadership said it anticipates further acceleration in Q1.

The announcements provided breathing room for hyperscalers, which have faced ongoing questions about their prodigious spending on AI data centers and chips and when they’ll see healthy returns on those investments.

The company said it is also revamping its capital expenditures by increasing the useful life of its data centers and officers. CFO Amy Hood said that will move future data center leases from finance leases to operating leases, which aren’t included in capital expenditures.

Amazon, meanwhile, said during its Q2 earnings call that both its AI and chip businesses now have annual revenue run rates of $25 billion.

AWS growth hit 36.7% in the quarter, its fastest in 18 quarters, CEO Andy Jassy said in a statement.

Google parent Alphabet’s stock has also recovered from its losses following its earnings report late last month, in which it said it will increase its capital expenditures for the year to between $195 billion and $205 billion, up from previous estimates of $180 billion to $190 billion. Analysts had been anticipating $186.4 billion in capital expenditures.

Meta’s mixed results last week sent the company’s stock sinking about 9%. The social media giant missed earnings estimates due to spending on legal contingencies and severance payments but beat on advertising revenue.

Still, third quarter guidance came up short of Wall Street’s anticipated midpoint, and Meta lifted the lower end of its capex expectations, shaking investors’ confidence.

Monday’s early trading provided a small reprieve for Oracle, which has fallen more than 7% since reporting earnings in early June that fell short of analysts’ projections on cloud sales.



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Wells Fargo joins JPMorgan and Citi in the race to tokenize Wall Street’s settlement rails

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Wells Fargo joins JPMorgan and Citi in the race to tokenize Wall Street’s settlement rails

Wells Fargo (WFC) will offer tokenized deposits for select corporate and commercial clients later this year, starting with enabling round-the-clock U.S. dollar-to-British pound transactions on its proprietary blockchain.

The bank frames round-the-clock settlement, programmable payments and parity with its existing deposit protections as future enhancements, saying the system will let clients move, program and settle funds 24/7/365 “when fully deployed.”

The limited initial rollout will expand to more clients, countries and currencies throughout 2027. Its system will automatically route eligible payments through tokenized deposits when doing so improves speed or flexibility, without changing how clients interact with the bank.

Tokenized deposits represent conventional bank balances on a blockchain. Unlike stablecoins, they remain commercial bank money and Wells Fargo says they will carry the same regulatory protections and deposit-insurance eligibility as its existing deposit products.

Future features will include conditional payments using smart contracts, according to the bank.

The platform could also support in-house custodial wallets and connections to other blockchains. Wells Fargo said it can integrate with a shared tokenized-deposit network being developed by The Clearing House, according to the Wall Street Journal.



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Zoetis (ZTS) Growth Weakens Amid Softening Pet Care Demand

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Zoetis (ZTS) Growth Weakens Amid Softening Pet Care Demand


Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock selection in information technology, health care and industrials detracted from relative performance. AI remained the dominant market theme, driving an 81% gain in technology, while energy declined after the Iran war ended and oil prices fell. The Strategy’s limited exposure to companies benefiting from AI-related capital spending caused most of its underperformance, while software holdings remained pressured by concerns about AI disruption. Despite elevated market valuations, the team continues to find attractive opportunities through bottom-up research and expects active management to support better-than-market returns. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.

In its second-quarter 2026 investor letter, Diamond Hill Capital Large Cap Strategy highlighted Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS), an animal health company focused on animal health medications, vaccines, and diagnostic products, detracted from the Fund’s performance during the quarter. On July 31, 2026, Zoetis Inc. (NYSE:ZTS) closed at $77.29 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was 6.98%, and its shares lost 47.91% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of about $32.40 billion.

Diamond Hill Capital Large Cap Strategy stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor letter:

“Shares of Zoetis Inc. (NYSE:ZTS), an animal health company, underperformed after the company reported flat organic revenue growth and lowered full-year guidance amid softer US companion-animal demand, fewer veterinary visits and a more competitive market. These results heightened concerns that slowing growth in the legacy portfolio could create a near-term earnings gap before newer pipeline products contribute more meaningfully.”

Is Zoetis a Unique Dividend Play in the Pharma Space for 2025?

Zoetis Inc. (NYSE:ZTS) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Zoetis Inc. (NYSE:ZTS) at the end of the first quarter which was 69 in the previous quarter. While we acknowledge the potential of Zoetis Inc. (NYSE:ZTS) 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.



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How Motherhood Is Redefining Leadership for Women Founders

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How Motherhood Is Redefining Leadership for Women Founders


Opinions expressed by Entrepreneur contributors are their own.

Key Takeaways

  • As leaders, we have two responsibilities: one, understand perception, and two, decide intentionally whether to reinforce or challenge it.
  • My client’s perception of me made me question whether I had blurred the lines between motherhood and leadership. But I came to realize they aren’t competing identities but harmonious, complementary ones.
  • When women realize that truth, the assumptions built to shame women begin to lose their power.

“You’re just a mom with a side hustle.”

His words shook me to my core.

Our client was canceling his contract with us. In the discussion and feedback about our work, he shared his perception of me. Not of our results. Not our strategy. Not of my 18 years in business. This was his perception of me — my identity. In one sentence, he reduced everything I had built to a hobby project run between nap times. His perception became a business reality. As leaders, we have two responsibilities: one, understand perception, and two, decide intentionally whether to reinforce or challenge it.

I had been the breadwinner for my family for more than half a decade. We were nine months into scaling our second company, navigating a new agency model. I was also a mom to two boys who were then seven and three. And from the outside, my personal brand featured a lot of mom content, because that is the role I love most. Even though, as a female founder, you’re apparently not supposed to admit that.

Studies show that when women discuss family and personal matters publicly, they are perceived as less business-focused. It’s a reputational consequence men don’t face when they drop the #prouddad posts. Worse, lab experiments published across multiple disciplines find that mothers are consistently evaluated as less competent and less committed than equally qualified women without children. Not because our work is different. But because of the perception of our priorities.

Researchers call it “the motherhood penalty” — a persistent societal bias in which mothers are stereotyped as prioritizing caregiving over career commitment. It follows women into entrepreneurship, too. Research from the Wharton School found that mothers disproportionately leave traditional employment to start their own businesses specifically to escape this bias, only to find that digital platforms replicate it, penalizing caregiving breaks with lower visibility scores and reduced professional standing.

There’s even a dominance penalty layered on top: The more successful a mother becomes, the less likable she is perceived to be. The system, in other words, has built a no-win architecture around the multi-hyphenate mom-female-founder. Be seen as a capable founder, or be seen as a mother. Rarely both. Either way, we lose ground that dads never have to give back.

My client’s words weren’t simply one person’s opinion. They reflected a pattern researchers have been documenting for decades.

The leadership identity shift hiding in motherhood

Motherhood reshapes your identity. It shifts how you make decisions, how you lead, what you’re willing to fight for and what you’re finally willing to let go. Science, not sentiment, explains why.

Research on fetal microchimerism confirms that a baby’s cells literally migrate into a mother’s body during pregnancy, cross the placental barrier and embed in her organs — her heart, her brain, her liver — where they can remain for decades. A Tufts University geneticist found that fetal cells still present in a mother’s blood 27 years after she gave birth. You don’t just carry your children. Science says you are, in some measurable way, permanently altered by them. And when your biology changes, your leadership often does too.

You begin asking different questions. Not simply: How do I build a successful company? But what am I building this company for? Success becomes less about optimizing for status and more about optimizing for both presence and legacy. Decisions once made solely through the lens of efficiency become filtered through stewardship, values and the world your children will inherit.

That’s the shift we’re watching play out across an entire generation of entrepreneurial mothers.

Then Covid blurred the boundaries between work and home in ways few of us expected. Entrepreneurial families began redesigning their lives around greater proximity rather than greater separation. Homeschooling has grown by more than 50% over the past six school years, according to The Washington Post, reflecting a broader shift: Parents are increasingly choosing intentionality over default systems.

Rather than outsourcing more of motherhood, many entrepreneur parents are redesigning their lives so they can participate in it more fully. They’re building location-independent businesses, choosing flexible work over traditional career ladders and, increasingly, rethinking not just where they work, but how their children learn.

More than 3.4 million children in the U.S. are now homeschooled — a figure that has grown more than 50% over the past six school years, far outpacing both public and private school enrollment growth. At the same time, world-schooling and hybrid education models have exploded among entrepreneurial families who are choosing to integrate education into the rhythms of business, travel and real-world experience.

Entrepreneurial parents are redefining proximity as an advantage rather than a distraction. They’re choosing intentionality over default systems and embracing the kind of education no institution can fully replicate: one delivered by someone who has everything to lose if that child doesn’t thrive.

How motherhood is redefining leadership for women entrepreneurs

I never thought not to integrate motherhood into entrepreneurship. I’m a second-generation entrepreneur. My playroom was also the home office of my parents’ tree company, which my mom ran while my dad was out in the field. Business and life, work and family, ambition and motherhood weren’t competing identities in our home. No one taught me that becoming a serious business owner meant leaving part of myself at the door.

So I didn’t. I shared both. Proudly. It wasn’t until someone else’s perception collided with that worldview that I paused to ask whether I had somehow blurred the lines between motherhood and leadership. For a moment, I considered that possibility, because every entrepreneur has a responsibility to examine how they’re perceived. I took that responsibility seriously.

But the more I reflected — and the more I researched — the more I realized this wasn’t simply about my messaging. It was about the lens through which motherhood itself is viewed in business.

For generations, women have been handed an impossible standard: be ambitious, but not too ambitious; be devoted mothers, but never visibly so; work, but don’t appear distracted by your family; stay home, but never become dependent. No matter the choice, we’re judged against the one we didn’t make.

The mom-founders I’ve watched succeed didn’t compartmentalize motherhood. They stopped treating one of the most defining experiences of their lives as something to be concealed. Motherhood sharpened their discernment. It clarified what they were building, why it mattered and who they wanted to become in the process.

The moment a woman realizes those aren’t competing identities but harmonious, complementary ones, leadership stops requiring fragmentation and begins drawing strength from integration. That’s when the assumptions built to shame women begin to lose their power. Mom-entrepreneurship is a revolution.

The permission we never needed

If you are a founder and a mother reading this, here is what I invite you to consider:

Stop measuring the value of your labor only in revenue. The work you do inside your homeisn’t separate from leadership. It refines it. Before 7 a.m., for moms, you’ve practiced negotiation, emotional regulation, conflict resolution and long-term thinking, sometimes even before coffee. Those aren’t soft skills. They’re executive skills.

Stop apologizing for showing your children. In a marketplace saturated with AI-generated sameness, your humanity is your competitive advantage. The late-night feedings, school pickups and business calls from the parking lot aren’t distractions from your brand. They’re part of the story no algorithm can replicate.

And if someone ever calls you “just a mom with a side hustle” — let them finish the sentence. Then whip out the receipts.

Motherhood isn’t the reason you can’t build the business you’re imagining. It might be the very reason you build something that ripples into generations. You already have, mama.

Key Takeaways

  • As leaders, we have two responsibilities: one, understand perception, and two, decide intentionally whether to reinforce or challenge it.
  • My client’s perception of me made me question whether I had blurred the lines between motherhood and leadership. But I came to realize they aren’t competing identities but harmonious, complementary ones.
  • When women realize that truth, the assumptions built to shame women begin to lose their power.

“You’re just a mom with a side hustle.”

His words shook me to my core.

Our client was canceling his contract with us. In the discussion and feedback about our work, he shared his perception of me. Not of our results. Not our strategy. Not of my 18 years in business. This was his perception of me — my identity. In one sentence, he reduced everything I had built to a hobby project run between nap times. His perception became a business reality. As leaders, we have two responsibilities: one, understand perception, and two, decide intentionally whether to reinforce or challenge it.



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Unibase [UB] gains 11% while volume falls 39% – Should bulls worry?

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Unibase [UB] gains 11% while volume falls 39% – Should bulls worry?


Unibase surged 11.08% over the past 24 hours and climbed to $0.1904, yet a 39.36% drop in trading volume to $17.45 million challenged the strength behind the rally. 

A sharp price increase usually attracts heavier participation, making the declining volume an important divergence.

However, buyers still defended higher prices instead of allowing an immediate reversal, indicating demand remained firm despite lighter activity.

The shrinking turnover also reflected a market where fewer participants drove a larger price advance, often increasing volatility. 

Even so, the rally retained its structure because sellers failed to reclaim recently recovered levels. 

As a result, the price advance entered a crucial phase where sustained demand, rather than rapid appreciation alone, would determine whether Unibase [UB] could preserve its bullish structure.

Fresh leverage returned as traders increased exposure

Derivatives traders expanded their exposure as Open Interest climbed 30.18% to $63.33 million, revealing that fresh capital entered the market alongside the rally. 

The increase reflected new positions instead of widespread position closures, reinforcing participation across perpetual markets. 

Meanwhile, price appreciation occurred alongside expanding leverage, creating stronger alignment between spot and derivatives activity than in previous sessions. 

Such conditions often reflect rising conviction among active traders rather than isolated speculative spikes. 

Nevertheless, growing leverage also increased sensitivity to abrupt price swings because larger positions could unwind quickly during periods of volatility. 

Buyers still retained the upper hand after defending higher levels, although maintaining that advantage would likely require continued inflows into both spot and futures markets instead of relying solely on leveraged positioning.

Source: CoinGlass

Did short sellers fuel UB’s explosive surge?

Liquidation data revealed $353.43K in short liquidations compared with only $105.42K in long liquidations, highlighting a decisive imbalance across leveraged positions. 

The difference suggested bearish traders absorbed the largest losses as UB continued pushing upward. 

Every forced short closure required additional buying, which amplified the existing rally and accelerated price expansion. 

Meanwhile, the relatively modest long liquidations indicated bullish traders experienced limited forced exits during the advance.

Such a distribution reflects stronger pressure on bearish positioning than on optimistic participants. 

However, the largest wave of forced buying had already occurred, reducing one of the strongest drivers behind the latest move. 

Future gains would likely depend more on genuine buying demand than on liquidation-driven acceleration if bullish control continues.

Source: CoinGlass

Can Unibase clear $0.20 and challenge $0.25?

Unibase recovered above $0.15368 before advancing toward the key $0.20 resistance, placing buyers within reach of another important technical barrier. 

Rather than moving vertically into resistance, the rally developed through successive higher closes, reflecting improving trend quality. 

The RSI reached 73.01, entering overbought territory while remaining above its 63.99 signal line, indicating buyers still controlled short-term strength despite increasingly stretched conditions. 

Overbought readings alone rarely guarantee an immediate reversal, although they often encourage profit-taking near resistance. 

A decisive daily close above $0.20 could open the path toward $0.25, where the next major resistance waited. 

Failure to overcome $0.20, however, could encourage consolidation before another breakout attempt emerged.

Unibase price actionUnibase price action
Source: TradingView

Final Summary

  • UB’s rally continued as rising Open Interest supported stronger participation from leveraged traders.
  • Short liquidations drove much of the recent surge, while $0.20 remained the key breakout level.

 



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Clarity Act sits idle over Trump ethics question as Warren asks SEC to investigate him

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Clarity Act sits idle over Trump ethics question as Warren asks SEC to investigate him

The $TRUMP coin was worth more than $46 at its height, but it steadily declined to its current price of $1.47. The token saw brief spikes in value when the company behind it announced it would host dinners — including at Trump’s Mar-a-Lago, with the president as the keynote speaker — but that price action was temporary both times.

In what’s likely to pack more political needling than actual regulatory results, the letter comes as negotiators hoping to finish the Digital Asset Market Clarity Act are awaiting the White House’s response to the latest revamping of the contentious section that would ban senior government officials from direct involvement in crypto projects.

For its part, the SEC has already ruled memecoins as generally outside its sphere of influence. In one of the early staff crypto statements after the Trump administration took over, the agency declared that memecoins have “limited or no use or functionality” and don’t check a box as securities under the law.

The ability for a government official, such as President Trump, to issue such a token is at the center of the negotiation over the ethics section of the Clarity Act. Trump recently agreed to be subjected to a limit, though the restrictions he agreed to would have very narrow practical effect. Democrats refused the approach and said they’d oppose the legislation unless that provision was made stronger, so Senators Thom Tillis, a Republican, and Ruben Gallego, a Democrat, negotiated a tougher version. The rewrite was sent to the White House last week, which hasn’t yet responded days later.



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Could Masco (MAS) Be One of the Better Home Improvement Stocks to Watch?

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Could Masco (MAS) Be One of the Better Home Improvement Stocks to Watch?


Ariel Investments, an investment management company, released its “Small Cap Value Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. Ariel Investments said its Small Cap Value Tax-Exempt Composite gained 17.19% gross and 17.04% net in the second quarter of 2026, matching the Russell 2000 Value Index but trailing the Russell 2000’s 21.49% return. The rebound was supported by easing geopolitical tensions, lower oil prices, resilient earnings, and renewed strength in technology and AI-related stocks, with strong stock selection also aiding performance. The fund enters the second half with a measured outlook, citing uneven global growth, geopolitical risks, persistent inflation, and elevated borrowing costs as potential sources of volatility. The firm remains focused on long-term value creation through disciplined, bottom-up research and investments in durable businesses with strong balance sheets, capable management, and sustainable competitive advantages. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

In its second-quarter 2026 investor letter, Ariel Small Cap Value Fund highlighted stocks like Masco Corporation (NYSE:MAS). Masco Corporation (NYSE:MAS) manufactures branded home improvement and building products, including plumbing, decorative architectural, and other residential products. The one-month return of Masco Corporation (NYSE:MAS) was -11.80% while its shares traded between $58.16 and $83.64 over the last 52 weeks. On July 31, 2026, Masco Corporation (NYSE:MAS) stock closed at approximately $72.11 per share, with a market capitalization of about $14.095 billion.

Ariel Small Cap Value Fund stated the following regarding Masco Corporation (NYSE:MAS) in its Q2 2026 investor letter:

We added Masco Corporation (NYSE:MAS), the world’s largest manufacturer of plumbing fixtures and a leading provider of paint in the United States. The company benefits from a portfolio of differentiated brands, including well-recognized leaders such as Behr paint, Delta faucets and Hansgrohe shower systems, alongside complementary offerings like AXOR premium faucets and KILZ primer. Following the divestiture of its more cyclical windows and cabinets businesses, Masco has sharpened its focus on higher-quality segments where it enjoys meaningful scale, strong brand equity and operational advantages. We expect these attributes combined with deep technical expertise and a well-established supply chain to support continued margin expansion in its core paint and plumbing businesses. In addition, Masco’s longstanding relationship with Home Depot is likely to further strengthen its professional paint segment, while its broad distribution and channel penetration should drive sustained growth within plumbing.

Could Masco (MAS) Be One of the Better Home Improvement Stocks to Watch?

Photo by Collov Home Design on Unsplash

Masco Corporation (NYSE:MAS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 42 hedge fund portfolios held Masco Corporation (NYSE:MAS) at the end of the first quarter, which was 37 in the previous quarter. While we acknowledge the risk and potential of Masco Corporation (NYSE:MAS) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. 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.

In another article, we covered Masco Corporation (NYSE:MAS) and shared the list of stocks that crushed Q2 EPS projections. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years 

Disclosure: None. This article is originally published at Insider Monkey.



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