Nomura Core Equity Fund Q2 2026 Portfolio Review

Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.

Seeking Alpha • Jul 22, 2026

Macro Tailwinds Power a Strong First Half for Midstream

As we cross the halfway mark of 2026, the energy space has already experienced a dramatic shift in the macro landscape. Supply disruptions in the Middle East turned a looming oil supply glut into a severe shortage with depleted global inventories, benefiting U.S. energy companies across the value chain.

ETF Trends • Jul 21, 2026

Why energy stocks still look so cheap, even after their big rally this month

Energy stocks are having a big month as oil prices surge on Iran war fears — but it's not solely the conflict in the Middle East that makes the sector appear attractive.

Market Watch • Jul 21, 2026

Natural Gas Ends Week Down 1%, but Is the Outlook Improving?

Natural gas fell 1% for the week, but firmer demand and LNG trends put Cheniere Energy, The Williams Companies and Excelerate Energy in focus as the market looks for support.

Zacks Investment Research • Jul 20, 2026

These 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radar

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Zacks Investment Research • Jul 15, 2026

Williams to Report Second-Quarter 2026 Financial Results on Aug. 3; Earnings Conference Call and Webcast Scheduled for Aug. 4

TULSA, Okla.--(BUSINESS WIRE)--Williams to Report Second-Quarter 2026 Financial Results on Aug. 3; Earnings Conference Call and Webcast Scheduled for Aug. 4.

Business Wire • Jul 14, 2026

Williams Secures Blackstone-Led $5.34B Deal for AI Power Push

WMB secures a $5.34 billion Blackstone-led investment to accelerate five Power Innovation projects while retaining control and boosting financial flexibility.

Zacks Investment Research • Jul 14, 2026

Williams Gets $5.34 Billion Investment from Blackstone-led Group

As part of the deal, Blackstone and its partners will receive 49% noncontrolling equity interest in five power-infrastructure projects.

WSJ • Jul 13, 2026

Pipeline operator Williams secures $5.3 billion investment from Blackstone-led group

U.S. pipeline operator ​Williams said on Monday ‌a consortium led by Blackstone will invest $5.34 billion for ​a 49% noncontrolling stake ​in five of its behind-the-meter ⁠power generation projects.

Reuters • Jul 13, 2026

Natural Gas Stocks: Short-Term Pain, Long-Term Opportunity?

WMB, AR and EXE face near-term gas-price pressure, but power demand and recovering LNG exports could support long-term opportunity.

Zacks Investment Research • Jul 13, 2026