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Howmet Aerospace (HWM) Is Facing New Competition In Gas Turbine Blade Casting
Simply Wall St.8h agoneutral
Howmet Aerospace (HWM) Is Facing New Competition In Gas Turbine Blade Casting

Howmet Aerospace (NYSE:HWM) faces new direct competition as SpaceX begins casting gas turbine blades in house. SpaceX is shifting from customer to rival in a key industrial process that underpins Howmet Aerospace’s core casting business. The move introduces a well funded and technically capable competitor into a specialized market that has historically relied on external suppliers. Investors are assessing how this change in supplier and customer relationships could affect Howmet’s future...

Sands Capital Select Growth Fund Sold DoorDash’s (DASH) in Q2
Insider Monkey9h agoneutral
Sands Capital Select Growth Fund Sold DoorDash’s (DASH) in Q2

Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7% gain. U.S. large-cap growth equities […]

Brady Q4 Earnings Call Highlights
MarketBeat9h agoneutral
Brady Q4 Earnings Call Highlights

Brady (NYSE:BRC) reported record revenue and adjusted earnings per share for fiscal 2026, its sixth consecutive year of record earnings, as printer and specialty adhesive-material sales supported organic growth and margin expansion. The company also outlined its first full-year outlook following the

Market Now Sees 50/50 Odds of September Rate Hike
Barrons.com9h agoneutral
Market Now Sees 50/50 Odds of September Rate Hike

The odds that the Federal Reserve will hike rates at its September meeting fell to 48% from 63% just yesterday, according to CME FedWatch. Federal Reserve Gov. Christopher Waller said he's open to holding rates steady, driving the downturn in the probability of a September hike.

Job cuts are at a four-year low, according to Challenger data
Yahoo Finance Video9h agobearishVIDEO
Job cuts are at a four-year low, according to Challenger data

Job cuts are at a four-year low, according to Challenger Grey data illustrating the over 500,000 job cuts that have occurred in 2026 year-to-date. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and BD8 Capital Partners, LLC CEO Barbara Doran to take a closer look and this data discuss whether AI-driven job loss fears were initially overblown. The US Bureau of Labor Statistics (BLS) is scheduled to release August jobs data on Friday, September 4.