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September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are up +1.22%. Stocks are seeing support as today\u2019s favorable PPI report caused a -7 bp decline in the 10-year T-note yield and a drop in expectations for a Fed rate hike to 35% from 40% on Wednesday. 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Here are five stocks we like better. Commercial milestone: Fermi signed a binding agreement with TensorWave for up to 650 MW, starting with a 15-year, 222 MW commitment valued at approximately $6.5 billion in revenue. Construction and revenue are expected to begin in late Q3 or early Q4 2027. Capacity expansion: Fermi targets 640 MW of nameplate capacity by Q4 2027 and formed a Hillcore alliance that could add 2.6 GW to Project Matador, bringing total potential capacity to 4.8 GW. 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GAAP EPS of -$0.04 beats by $0.02", "content_text": "* Fermi Inc. press release [https://seekingalpha.com/pr/20617858-fermi-announces-second-quarter-2026-results-and-delivers-on-all-five-90-day-objectives] (FRMI [https://seekingalpha.com/symbol/FRMI]): Q2 GAAP EPS of -$0.04 beats by $0.02. * $91.7 million of total cash and restricted cash on hand. 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"date_published": "2026-08-12T06:05:32+00:00", "authors": [{"name": "marketscreener.com"}], "tags": ["Earnings", "CLI"], "_sharemaestro": {"country": "United Kingdom", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CLI", "name": "CLS Holdings plc", "sentiment_url": "https://sharemaestro.com/sentiment/9dee3253-ff86-427a-8f5d-2201bd54dab3/"}]}}, {"id": "source:d58fe3725e12e80d481dcf7bbaeb9fe133c89fd870ff2ae779e17290e1943e2d", "url": "https://seekingalpha.com/news/4631162-fermi-rises-on-deal-to-add-2_6-gw-power-capacity-at-texas-ai-campus?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4631162-fermi-rises-on-deal-to-add-2_6-gw-power-capacity-at-texas-ai-campus?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Fermi rises on deal to add 2.6 GW power capacity at Texas AI campus", "content_text": "[Equipment in server room] Erik Isakson/DigitalVision via Getty Images Fermi (FRMI [https://seekingalpha.com/symbol/FRMI]) up 4.9% post-market Tuesday after announcing a framework agreement [https://seekingalpha.com/pr/20615841-fermi-and-hillcore-energy-capital-announce-2_6-gigawatt-power-strategic-alliance-for-project] with Hillcore Energy Capital in which Hillcore will finance, build, own, and operate the 2.6 GW Hillcore Power Center at Fermi's Project Matador campus in Texas. The Hillcore Power Center will comprise ~2.5 GW of natural gas-fired generation, developed in phases, together with ", "date_published": "2026-08-11T22:21:32+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Deals and strategy", "FRMI"], "_sharemaestro": {"country": "United Kingdom", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FRMI", "name": "Fermi Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e1297b59-1e2a-4d75-97b8-ec70f6d9a6ab/"}]}}, {"id": "source:72e6f21ae1489922e52a9fc3de80ae53428301d5fbdca663758b41fd5bd9083a", "url": "https://news.google.com/rss/articles/CBMiZ0FVX3lxTE11QUxxeXQ0bEJXS1BXQ1I0Q3FhenAzMGIxSUJ5UlNTMkRUdFNTRlF0ekhZSTVISmtNbGk4M1J2M1JBUkZZbDVicW51cExTZ3ZaTUFmQjUzUWdlWUNmNmRqanZ6dzY1Mlk?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiZ0FVX3lxTE11QUxxeXQ0bEJXS1BXQ1I0Q3FhenAzMGIxSUJ5UlNTMkRUdFNTRlF0ekhZSTVISmtNbGk4M1J2M1JBUkZZbDVicW51cExTZ3ZaTUFmQjUzUWdlWUNmNmRqanZ6dzY1Mlk?oc=5", "title": "Mountview Estates PLC Half-year Report (2851X)", "content_text": "Mountview Estates PLC Half-year Report (2851X)", "date_published": "2026-08-11T18:46:25+00:00", "authors": [{"name": "ADVFN"}], "tags": ["Market update", "MTVW"], "_sharemaestro": {"country": "United Kingdom", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MTVW", "name": "Mountview Estates P.L.C.", "sentiment_url": "https://sharemaestro.com/sentiment/1fa26331-a377-49dc-81e8-8cab4d0d448d/"}]}}, {"id": "source:117699f7ae3b6438b14af6378e47ac8c3d3f269f5a41d759705742ef4220a5fc", "url": "https://finance.yahoo.com/markets/stocks/articles/dimensional-fund-advisors-ltd-form-093600957.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dimensional-fund-advisors-ltd-form-093600957.html", "title": "Dimensional Fund Advisors Ltd. : Form 8.3 - Consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited", "content_text": "FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the \"Code\") 1. KEY INFORMATION Full name of discloser: Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates (\"Dimensional\"). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares described in this form 8.3. Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree A consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure 10 August 2026 In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? If it is a cash offer or possible cash offer, state \"N/A\" YES Picton Property Income Ltd 2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security. (a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) Class of relevant security: LondonMetric Property plc 10p ordinary (GB00B4WFW713) Interests Short Positions Number % Number % (1) Relevant securities owned and/or controlled: 26,189,847 1.11 % (2) Cash-settled derivatives: (3) Stock-settled derivatives (including options) and agreements to purchase/sell: Total 26,189,847* 1.11 % * Dimensional Fund Advisors LP and/or its affiliates do not have discretion regarding voting decisions in respect of 107,512 shares that are included in the total above. All interests and all short positions should be disclosed. Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). Class of relevant security: Schroder Real Estate Investment Trust Limited ordinary NPV (GB00B01HM147) Interests Short Positions Number % Number % (1) Relevant securities owned and/or controlled: 6,199,317 1.27 % (2) Cash-settled derivatives: (3) Stock-settled derivatives (including options) and agreements to purchase/sell: Total 6,199,317 1.27 % Story Continues (b) Rights to subscribe for new securities (including directors' and other employee options) Class of relevant security in relation to which subscription right exists: Details, including nature of the rights concerned and relevant percentages: 3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. The currency of all prices and other monetary amounts should be stated. (a) Purchases and sales Class of relevant security Purchase/sale Number of securities Price per unit LondonMetric Property plc 10p ordinary (GB00B4WFW713) Sale 87,907 1.944427 GBP There was a Transfer In of 25,620 shares of LONDONMETRIC PROPERTY PLC 10p ordinary There was a Transfer In of 4,200 shares of SCHRODER REAL ESTATE INVESTM Ordinary NPV (b) Cash-settled derivative transactions Class of relevant se", "date_published": "2026-08-11T09:36:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LMP", "SREI", "RLE"], "_sharemaestro": {"country": "United Kingdom", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LMP", "name": "LondonMetric Property Plc", "sentiment_url": "https://sharemaestro.com/sentiment/9acffa1e-d80b-4bfc-ab19-26c9387b5e3f/"}, {"symbol": "SREI", "name": "Schroder Real Estate Investment Trust Limited", "sentiment_url": "https://sharemaestro.com/sentiment/ef10ef17-5246-4ffc-bb25-dda1648dfd67/"}, {"symbol": "RLE", "name": "Real Estate Investors Plc", "sentiment_url": "https://sharemaestro.com/sentiment/a2669b23-b0d7-4d06-91fd-189e28951b14/"}]}}, {"id": "source:34e34b1bad46dc65c9259134aebd08b2a3001f756a3ef66ad08b7ce33f7288c7", "url": "https://finance.yahoo.com/markets/stocks/articles/iwg-q2-earnings-call-highlights-090302603.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/iwg-q2-earnings-call-highlights-090302603.html", "title": "IWG Q2 Earnings Call Highlights", "content_text": "Key Points Interested in IWG plc? Here are five stocks we like better. IWG reported strong first-half growth, with system-wide revenue up 11% to $2.4 billion and company-owned revenue up 5%. The company maintained its 2026 adjusted EBITDA guidance of $585 million to $625 million and its medium-term target of at least $1 billion. The managed and franchised network continued to expand rapidly: revenue rose 36%, recurring management fees increased 84%, and more than 610,000 rooms are now open or contracted. 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(CSIM) in its capacity as investment advisor to clients. CSIM expressly disclaims beneficial ownership of the shares described in this form 8.3. (b)Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. (c)Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree SEGRO plc (d)If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: (e)Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure August 7, 2026 (f)In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? If it is a cash offer or possible cash offer, state \"N/A\" YES Prologis, Inc. 2.POSITIONS OF THE PERSON MAKING THE DISCLOSURE If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security. Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) Class of relevant security: common stock ISIN GB00B5ZN1N88 Interests Short positions Number % Number % (1)Relevant securities owned and/or controlled: 4,425,297 0.32 (2)Cash-settled derivatives: (3)Stock-settled derivatives (including options) and agreements to purchase/sell: TOTAL: 4,425,297 0.32 All interests and all short positions should be disclosed. Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). (b)Rights to subscribe for new securities (including directors' and other employee options) Class of relevant security in relation to which subscription right exists: Details, including nature of the rights concerned and relevant percentages: 3.DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE Story Continues Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. The currency of all prices and other monetary amounts should be stated. (a)Purchases and sales Class of relevant security Purchase/sale Number of securities Price per unit Ordinary Sale 1,118 9.61 GBP (b)Cash-settled derivative transactions Class of relevant security Product description e.g. CFD Nature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short position Number of reference securities Price per unit (c)Stock-settled derivative transactions (including options) (i)Writing, selling, purchasing or varying Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type e.g. American, European etc. Expiry date Option money paid/ received per unit (ii)Exercise Class of relevant security Product description e.g. call option Exercising/ exercised against Number of securities Exercise price per unit (d)Other dealings (including subscribing for new securities) Class of relevant security Nature of dealing e.g. 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(LON:LAND) Given Average Rating of \"Moderate Buy\" by Analysts", "content_text": "Land Securities Group Plc (LON:LAND) Given Average Rating of \"Moderate Buy\" by Analysts", "date_published": "2026-08-09T06:21:56+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Analyst action", "LAND"], "_sharemaestro": {"country": "United Kingdom", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LAND", "name": "Land Securities Group Plc", "sentiment_url": "https://sharemaestro.com/sentiment/e913055d-84c2-4a9e-926c-ef13e51043e7/"}]}}]}