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ADM Raises 2026 EPS View: Can Biofuel Strength Sustain Growth?

Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF which I thinkIt is a fascinating product. So we're gonna talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So, tell the audience a little bit what you mean by the Founder 100. 0:31 spk_1 With the Founder100, we have a portfolio of what we believe to be the 100 best founder-led companies in the US stock market.The reason we chose to do that, we looked at historical data that said that founder-led companies tend to outperform by 3 times versus a board hired CEO. 0:47 spk_0 So give me a couple of examples just so people understand what we're talking about. A couple of companies. 0:51 spk_1 Yeah, so our stump speeches, we own Nvidia but not Intel. We own Dell but not Apple. We own Capital One, not American Express.We own Monster Beverage, not Coca-Cola. 1:01 spk_2 So in these, in these companies, uh, a lot of these founders, so there's a complaint that the super voting shares that they have are actually a detriment to shareholders, but you're kind of positioned the opposite way. You're like, these companies we want to invest in because the founders have a bigger stake. 1:17 spk_1 Yeah, we, we, we've looked at that and that seems to be an emotional statement that people make, but the data doesn't show that. The data shows that the super voting founders outperform. 1:26 spk_0 Well, because they have so much skin in the game, right? So they wanna, I would imagine that they'd want to outperform. So how long is this, your ETF been existed? 1:34 spk_1 So we launched the product December 18th of last year. There's a companion index on Bloomberg that looks, that you can look up under founders that has a 27 year track record. 1:44 spk_0 And so how's you, how have you been performing? 1:47 spk_1 So we went through this apocalypse and uh we did a drawdown then and that's one thing we should talk about is where the drawdowns do and don't happen in these products. But ever since the war, uh, started in late February, we've outperformed the S&P 500 in the war backdrop. 2:02 spk_0 Ithink that's great. I think it's really fascinating. I want to talk more about that, but we have so much other, so much other stuff that I want to get to. And so let's just talk about, we're talking about founders, we're talking about growth. Um, where do we think the next kind of wave?I mean, right now we're in the middle of this AI revolution, which I think is still very much in the early stages. I don't think there's anywhere near being over yet. But talk about, you know, either within that tech space, adjacent tech space, adjacent to the tech spaces, where do we see the growth coming from or where are you seeing it coming from? 2:30 spk_2 So, the products that we use every day, that's not where the, uh, profits are coming from. That's where a lot of the growth is coming from. But, you know, OpenAI, that, that IPO.It's a big question mark right now because he wants a billion dollars or $1 trillion dollar valuation. That's gonna be hard to do. But the further you move away from the AI user, you get from, you know, the data centers to the chips and all the way to electrical and power, that's where the most profits are right now. Right? And 2:55 spk_0 I think that's actually maybe one that's less understood by a lot of the investi

2 Profitable Stocks with Competitive Advantages and 1 We Brush Off

2 Profitable Stocks with Competitive Advantages and 1 We Brush Off While profitability is essential, it doesn't guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, "Your margin is my opportunity". Not all profitable companies are created equal, and that's why we built StockStory - to help you find the ones that truly shine bright. Keeping that in mind, here are two profitable companies that balance growth and profitability and one best left off your watchlist. One Stock to Sell: Salesforce (CRM) Trailing 12-Month GAAP Operating Margin: 20.4% With its cloud-based platform named after its stock ticker symbol CRM (Customer Relationship Management), Salesforce (NYSE:CRM) provides customer relationship management software that helps businesses connect with their customers across sales, service, marketing, and commerce. Why Does CRM Fall Short? Products, pricing, or go-to-market strategy may need some adjustments as its 10.5% average billings growth over the last year was weak Projected sales growth of 10% for the next 12 months suggests sluggish demand Operating profits increased over the last year as the company gained some leverage on its fixed costs and became more efficient Salesforce's stock price of $191.89 implies a valuation ratio of 3.5x forward price-to-sales. To fully understand why you should be careful with CRM, check out our full research report (it's free). Two Stocks to Watch: Coca-Cola (KO) Trailing 12-Month GAAP Operating Margin: 29.7% A pioneer and behemoth in carbonated soft drinks, Coca-Cola (NYSE:KO) is a storied beverage company best known for its flagship soda. Why Do We Watch KO? Unique products and pricing power are reflected in its best-in-class gross margin of 61.7% Disciplined cost controls and effective management resulted in a strong two-year operating margin of 28.8%, and it turbocharged its profits by achieving some fixed cost leverage Free cash flow margin increased by 30.1 percentage points over the last year, giving the company more capital to invest or return to shareholders Coca-Cola is trading at $87.11 per share, or 25.6x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it's free. Acuity Brands (AYI) Trailing 12-Month GAAP Operating Margin: 14.5% One of the pioneers of smart lights, Acuity (NYSE:AYI) designs and manufactures light fixtures and building management systems used in various industries. Why Does AYI Stand Out? 9.8% annual revenue growth over the last two years surpassed the sector average as its offerings resonated with customers Offerings are difficult to replicate at scale and lead to a best-in-class gross margin of 45.7% Free cash flow margin jumped by 8.6 percentage points over the last five years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends Story Continues At $359.58 per share, Acuity Brands trades at 16.8x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Stocks We Like Even More ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments

This 3 Stock Portfolio Pays Monthly Dividends

While most stocks pay quarterly dividends, investors can still construct a portfolio that allows them to get paid monthly. The first stock pays dividends in January, April, July, and October. The second stock pays out in February, May, August, and November. And finally, the third stock will pay its dividend in March, June, September, and December. So, investors can reap steady monthly paydays with just a little positioning. A combination of Coca-Cola KO, Caterpillar CAT, and Exxon Mobil XOM – shares would provide precisely the blend needed for this portfolio. Caterpillar Powers Data Centers Caterpillar has notably become a big beneficiary amid the AI infrastructure buildout, enjoying strong demand for its power products used in data center applications, primarily large reciprocating engines. The outsized sales growth has helped shares outperform over the last year, with Caterpillar's shareholder-friendly nature also a major positive, sporting an 8.2% five-year annualized dividend growth rate while also being a Dividend Aristocrat. Exxon Mobil Outperforms Exxon Mobil shares have delivered a strong performance in 2026 on the back of higher oil prices stemming from geopolitical concerns, outperforming the S&P 500 by a wide margin. The company's strong cash-generating abilities have made it a favorite among many income-focused investors. Like those above, XOM is a member of the elite Dividend Aristocrat group, carrying a respectable 3.8% five-year annualized dividend growth rate. Shares yield a solid 2.6% annually currently, with a payout ratio sitting at 64% of its earnings. Coca-Cola Remains Steady Coca-Cola, both a Dividend Aristocrat and a Dividend King, has long been known for its dividend-paying nature over its extensive history. Shares currently yield a solid 2.4% annually, with the company also sporting a shareholder-friendly 5% five-year annualized dividend growth rate. Bottom Line Investors love dividends, as they provide a nice buffer against the impact of drawdowns in other positions and provide a passive income stream. And while most companies pay their dividends on a quarterly basis, investors can construct a portfolio that allows for monthly payouts with just a bit of positioning. For those interested in this type of portfolio, the combination of all three stocks above – Coca-Cola KO, Caterpillar CAT, and Exxon Mobil XOM – would provide the necessary blend needed. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Caterpillar Inc. (CAT) : Free Stock Analysis Report CocaCola Company (The) (KO) : Free Stock Analysis Report ExxonMobil Holdings Corporation (XOM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments

She Spent $200 to Start a Side Hustle From Her Closet While Working at NASA. It Now Outearns Her Six-Figure Salary

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Many people dream about finding a second source of income that could one day match their regular paycheck. For one NASA engineer, that journey began with just $200, a guest bedroom closet and a simple goal of earning a little extra spending money. Four years later, the side hustle has grown into a business that now brings in more than $32,000 a month, according to CNBC. Don't Miss: Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Investors Can Still Get In at $0.52/Share AI Robots Have Already Fried More Than 5 Million Baskets Of Food. Everyday Investors Can Still Buy Into The Company Behind Them. A $200 Investment Turned Into a Six-Figure Business Eryn Andrews, 41, has worked at NASA's Johnson Space Center in Houston since 2008 as a human performance engineer, helping researchers understand how astronauts move and work in spacesuits. Outside office hours, she records voiceovers for corporate announcements, training videos and phone systems from a homemade recording booth in her closet. Andrews told CNBC that she started her side hustle in 2022 after becoming a newly divorced single mother. She wanted to earn an extra $200 a month so she could take her daughter out for ice cream or a trip to the children's museum without worrying about the cost. Andrews spent about $200 on a voiceover class, a microphone and basic soundproofing materials before creating a profile on Fiverr. With no experience, she accepted lower-paying jobs to build a portfolio and earned about $1,000 in her first month. The business eventually became much more than a way to earn extra spending money. "To have a second income stream that, at this point, has far surpassed my main salary in a completely different industry, really give[s] me some breathing room," Andrews told CNBC. Trending: A Whole Foods-Anchored Mixed-Use Development Is Rising In Northern Colorado. Accredited Investors Can Learn More Here. Today, Andrews works with clients including Apple (NASDAQ:AAPL), Coca-Cola (NYSE:KO), PetSmart and the University of Mississippi. CNBC reported that she has already earned more than $227,000 this year, with the business averaging over $32,000 per month. Her voiceover income first surpassed her six-figure NASA salary during the summer of 2025. "I'm probably the most relaxed I've ever been in my adult life," she told CNBC. "I don't have to count every penny." A voiceover side hustle is great, but it's not for everyone. However, what worked and still works for many people is building long-term wealth through real estate investing alongside their regular jobs. If you're looking for a way to follow a similar path without managing properties yourself, Arrived lets you buy fractional shares in professionally selected rental homes. Story Continues The company handles everything from renovations and tenant interactions to maintenance, while aiming to generate rental income and long-term appreciation. You can earn monthly dividends without becoming hands-on landlords. Start investing in real estate through Arrived with just a few clicks and let the company handle the rest. See Also: The AI Boom Needs More Than Chips. Explore The Infrastructure Company Building For The Next Wave Of Compute Demand. She Plans To Keep Both Careers Despite the success of her business, Andrews has no plans to leave NASA. She enjoys the stability and purpose of her engineering career while continuing to grow her creative work on the side. Most of her clients still find her through Fiverr, although she also receives bookings through referrals and her own website. She has steadily increased her rates over the years and says she now will not even switch on her computer for less than $200. Andrews believes clients increasingly value authentic human voices as AI-generated voices become more common. "I think a lot of people are craving the authenticity of a re

PepsiCo Stock Drops 9.3% in 3 Months: Buy the Dip or Stay Wary?

PepsiCo Inc. PEP has been under pressure, with its shares declining 9.3% over the past three months. The stock has underperformed the Beverages – Soft Drinks industry's 3.2% return and the broader Consumer Staples sector's 2.7% rally. PEP has also lagged the S&P 500's 3.9% advance in the same period. PepsiCo's 3-Month Price PerformanceZacks Investment Research Image Source: Zacks Investment Research PEP has also trailed several key competitors. Shares of The Coca-Cola Company KO, Primo Brands Corporation PRMB and Monster Beverage Corporation MNST have gained 8.6%, 6.5% and 0.5%, respectively, over the past three months. At its current price of $137.73, PEP trades 19.7% below its 52-week high of $171.48 and just 3% above its 52-week low of $133.73. Adding to the bearish setup, PEP remains below both its 50-day and 200-day moving averages, signaling persistent weakness in its near- and long-term price trends. PEP Stock Trades Below 50-Day & 200-Day Moving AveragesZacks Investment Research Image Source: Zacks Investment Research What is taking the fizz out of PepsiCo's stock? Let us delve into the key headwinds weighing on PEP's performance and assess whether a turnaround could be on the horizon. What's Weighing on PEP's Performance? PepsiCo's performance remains pressured by softness in North America, cautious consumer spending, margin headwinds and persistent cost inflation. While the company delivered solid global volume growth in the second quarter of 2026, U.S. food and beverage category trends moderated as rising inflationary pressures tightened consumer budgets. Management noted that North America performed below expectations and anticipates a more gradual improvement in business trends through the remainder of 2026. The weakness was particularly evident in PepsiCo Beverages North America ("PBNA"). Although PBNA's net revenues increased 7%, acquisitions net of divestitures contributed six percentage points to growth, while organic revenues rose just 1%. More concerning, organic volumes declined 4%, partly reflecting a headwind related to the company's case-pack water business and its transition to a third-party partner. Meanwhile, PepsiCo Foods North America ("PFNA") posted a 2% decline in net revenues due to lower effective net pricing. Margin pressure adds another concern. PepsiCo's core operating margin contracted 40 basis points in the second quarter, as productivity savings and effective net pricing were partly offset by higher operating costs. North American margins were hurt by affordability investments in convenient foods and unfavorable volume and channel mix in beverages. Moreover, PepsiCo expects higher input-cost inflation in the second half of 2026, while continuing to invest in affordability, portfolio innovation, advertising and marketing. Although productivity savings should cushion some of these pressures, the combination of sluggish North American demand, elevated costs and stepped-up investments could keep near-term earnings momentum under pressure. Story Continues PepsiCo's Estimate Revision Trend The Zacks Consensus Estimate for PEP's 2026 and 2027 EPS inched down 0.6% and 1.1%, respectively, in the past 30 days. The downward revision in earnings estimates indicates that analysts are losing confidence in the company's growth potential. The Zacks Consensus Estimate for PEP's 2026 sales and EPS suggests year-over-year growth of 5.4% and 5.3%, respectively. For 2027, the Zacks Consensus Estimate for PepsiCo's sales and EPS implies 3% and 4.9% year-over-year growth, respectively.Zacks Investment Research Image Source: Zacks Investment Research PEP's Valuation PepsiCo is currently trading at a forward 12-month P/E multiple of 15.6X, below the industry average of 19.48X and the S&P 500's average of 20.8X. At 15.6X P/E, PEP is trading at a valuation much lower than its competitors, such as Coca-Cola, Primo Brands and Monster Beverage, which are delivering solid growth and trade at higher multiples. Coca-Cola,

PepsiCo's Foods Segment: Sustainable Recovery or Temporary Relief?

PepsiCo, Inc.'s PEP North America foods business appears to be showing early signs of a recovery, supported by improving volumes, affordability initiatives and portfolio transformation. Management highlighted that U.S. foods returned to volume growth in the first half of 2026, while the company moved from losing to gaining volume share in the category. The improvement reflects PEP's deliberate push to lower prices and improve affordability, alongside growing consumer interest in permissible offerings and portion-controlled products. However, the recovery has yet to fully live up to expectations. Management acknowledged that second-quarter volume growth was weaker than anticipated, partly because consumers faced greater pressure from higher gasoline prices and tighter budgets. Delays in executing price investments at certain customers also weighed on results, although those issues have reportedly been addressed. PepsiCo expects better momentum in the second half as it fine-tunes affordability investments across channels, expands permanent shelf and perimeter space and scales innovations such as Naked and Doritos Protein. The key question, therefore, is whether the recent volume improvement marks a sustainable turnaround or merely temporary relief generated by heavier value investments. PepsiCo remains confident in the strategic direction, noting that consumer response to its affordability initiatives has broadly tracked expectations and that it expects the U.S. foods business to continue growing volume and net revenues. Still, the company is focused on generating more volume from each dollar of trade investment, while profit improvement in Foods is expected to be more gradual as value investments work through the system. Thus, the recovery appears to be gaining traction, but stronger volume growth and improved returns on affordability spending will be important to confirm that the turnaround has staying power. Beverage Giants Chase Sustainable Growth Amid Consumer Caution Keurig Dr Pepper Inc. KDP and The Coca-Cola Company KO are leaning on affordability, innovation and portfolio strategies to support demand, but sustained volume growth and disciplined execution will be key to maintaining momentum. Keurig Dr Pepper is also focusing on strengthening demand through affordability, innovation and portfolio expansion as beverage consumers remain selective with their spending. The company has been working to support volumes through targeted pricing and promotional activity while investing behind its core brands and expanding into faster-growing beverage categories. Similar to PepsiCo's foods business, the effectiveness of these investments will depend on whether improved consumer engagement translates into sustainable volume growth without putting excessive pressure on profitability. Consequently, KDP's ability to balance value offerings with brand investment and productivity gains remains important for maintaining growth momentum. Coca-Cola has likewise relied on a combination of affordability, package innovation and revenue growth management to navigate a value-conscious consumer environment. Its broad portfolio and flexible packaging architecture allow the company to offer different price points and serving sizes while continuing to invest in marketing and innovation. This approach can help protect consumer demand even when discretionary spending is pressured. However, as with PepsiCo, the durability of improvement will depend on whether volume trends strengthen alongside pricing and whether productivity initiatives can offset ongoing investments and cost pressures, making execution a key factor for sustained growth. Story Continues PEP's Price Performance, Valuation & Estimates Shares of PepsiCo have lost 7% in the past three months against the industry's rise of 4.2%.Zacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, PEP trades at a forward price-to-earnings ratio of 15.74X, below the

Inflation Data Will Be the Real Test for This AI Stock Rally

Berkshire’s stock buybacks climb, Apple may turn to China, why Coca-Cola is clobbering Pepsi, and more news to start your day. Continue Reading

Campaign Asia Agency of the Year Awards 2026 Unveils Its Most Extensive Regional Judging Panel as Final Entry Deadline Nears

More than 80 senior marketing leaders from leading brands across Asia-Pacific to evaluate the region's best agencies. HONG KONG, Aug. 10, 2026 /PRNewswire/ -- Campaign Asia-Pacific, Haymarket Media Asia's leading media, marketing and advertising title, has unveiled its most extensive regional judging panel for the Campaign Agency of the Year Awards 2026, bringing together more than 80 senior marketing leaders from some of the world's most respected brands to recognise and evaluate the region's leading agencies.Campaign Asia-Pacific Agency of the Year Awards 2026 Representing Australia/New Zealand, Greater China, Japan/Korea, South Asia, Southeast Asia and APAC, this year's judging panel brings together senior decision-makers across a diverse range of industries, including financial services, FMCG, technology, telecommunications, hospitality, automotive and healthcare. Judges represent leading organisations including Citi, The Coca-Cola Company, Henkel, HSBC, IBM, Indosat Ooredoo Hutchison, Lenovo, Mars, Mondelez International, Nestlé, Pernod Ricard, Reckitt, Samsung, SAP, Starbucks, Unilever, Visa, and Volvo Cars, among others. The Campaign Agency of the Year Awards recognise agencies that demonstrate excellence across creativity, innovation, effectiveness, talent development, business performance and client partnerships. With the final entry deadline on Friday, 4 September 2026, agencies have one final opportunity to showcase their strongest work, teams and achievements to a panel of senior brand leaders who shape marketing strategies and appoint agency partners across the region. "The Campaign Agency of the Year Awards continue to set the benchmark for recognising agency excellence across Asia-Pacific," said Atifa Silk, Managing Director, Campaign Asia-Pacific. "What makes these awards distinctive is that entries are judged by the marketers who partner with agencies, build long-term relationships and drive business growth every day. Recognition from this calibre of senior marketing leaders is a powerful endorsement of an agency's creativity, capabilities, business performance and impact. We encourage agencies across the region to showcase their strongest work before the final deadline." Judges reveal what makes a standout entry As the communications landscape evolves, so do the expectations for award-winning work. Ahead of the Campaign Agency of the Year Awards 2026, members of this year's judging panel shared what they look for in standout entries and the qualities that distinguish the region's best agencies. Rvisra Chirathivat, Chief Marketing Officer, Central and Robinson Department Store said: Story Continues "The marketing and communications landscape across Asia is evolving faster than ever, driven by AI, data, and changing consumer expectations. The agencies that will succeed in this complex environment are those that combine strategic thinking, data, and creativity to help clients solve real business challenges while keeping the human connection at the centre of everything they do. I'm interested in understanding how an agency solves a genuine commercial challenge, influences customer behaviour, and contributes to long-term brand and business growth. The entrants that stand out will be those creating lasting value for both customers and the business - agencies that become genuine business partners. I believe genuine business excellence is reflected in the positive and sustainable impact an agency creates for the brands they serve." Meanwhile, Josette Addinall, Vice President Marketing, Pacific, Schneider Electric, shares her perspective: "I see the landscape being shaped by three defining forces: AI, shifting customer expectations, and rising expectations around measurable business outcomes. In my opinion, the best agencies position themselves as growth partners rather than suppliers. They demonstrate a deep understanding of the industry context, customer dynamics, competitive environment and commercial objectives. A

Berkshire Earnings Were Good—Not Great. A Real Bright Spot Was This.

A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter Continue Reading

Henrique Braun: California-Born, Brazil-Raised Engineer, Global Operations Master, and Chief Executive Officer of The Coca-Cola Company