CHOOSE YOUR FIGHTER Warren Buffett vs Stanley Druckenmiller Buffett stepped down as Charman of Berkshire Hathaway $BRK.B today. Druckenmiller has never had a losing year in more than 30 years. Here are their full portfolios as of Q2 2026. BERKSHIRE HATHAWAY - Apple $AAPL: 22% - American Express $AXP: 17% - Google $GOOGL: about 12.6% across both share classes - Coca-Cola $KO: 11% - Bank of America $BAC: 9.2% - Chevron $CVX: 4.7% - Occidental $OXY: 4.3% - Chubb $CB: 3.9% - Moody's $MCO: 3.7% - Kraft Heinz $KHC: 2.6% - DaVita $DVA: 2.1% - Delta $DAL: 1.8% - SiriusXM $SIRI: 1.2% - VeriSign $VRSN: 0.8% - Kroger $KR: 0.7% - Liberty Live $LLYVA: about 0.6% across both share classes - Ally $ALLY: 0.4% - Lennar $LEN: 0.4% - New York Times $NYT: 0.4% - Capital One $COF: 0.2% - Louisiana-Pacific $LPX: 0.1% - Nucor $NUE: 0.1% - Macy's $M: 0.1% - NVR $NVR - Jefferies $JEF - D.R. Horton $DHI DUQUESNE FAMILY OFFICE - Natera $NTRA: 17% - Insmed $INSM: about 5.7% in shares and calls - Taiwan Semi $TSM: 5.4% - Brazil ETF $EWZ: about 5.1% in shares and calls - Amazon $AMZN: about 4.6% in shares and calls - STMicro $STM: 4.5% - S&P 500 Equal Weight $RSP: about 3.7% in calls and shares - Fox $FOXA: about 2.8% across both share classes - YPF $REPYY: 2.7% - CDW $CDW: about 2.7% in shares and calls - BBB Foods $TBBB: 2.3% - Google $GOOGL: 2.3% - Seagate blockstack:native: 2.3% - United Airlines $UAL: 2.1% - Sea $SE: 2.0% - NewAmsterdam Pharma $NAMS: 2.0% - Russell 2000 ETF $IWM: 1.9% in calls - Sandisk $SNDK: 1.5% - Revolution Medicines $RVMD: 1.4% - S&P 500 ETF: 1.3% in calls - Bitdeer: 1.2% - CRH: 1.1% - Delta: 1.1% - Tesla $TSLA: 1.0% in calls - Fluor: 1.0% - D.R. Horton: 0.9% - Coupang: 0.9% - AMD: 0.8% - Palo Alto Networks: 0.8% - Cleveland-Cliffs: 0.8% - Hut 8: 0.7% - Caris Life Sciences: 0.6% - Argentina ETF: 0.6% - Woodward: 0.5% - Meta: 0.5% in calls - Nuvation Bio: 0.5% - Protagonist Therapeutics: 0.5% - Roku: 0.5% - Cavco: 0.5% - ADMA Biologics: 0.4% - Hyperliquid Strategies: 0.4% - Rambus: 0.4% - Rhythm Pharmaceuticals: 0.4% - Champion Homes: 0.4% - Daktronics: 0.4% - PureCycle: 0.4% - Southern Copper: 0.4% - Linde: 0.4% - Entegris: 0.4% - Teva: 0.4% - Unity: 0.4% - Aeva: 0.4% - Riot Platforms: 0.4% - Qnity Electronics: 0.4% - Equinix: 0.4% - Lam Research: 0.4% - Definium Therapeutics: 0.3% - Belite Bio: 0.3% - 10x Genomics: 0.3% - Wabtec: 0.3% - Eli Lilly: 0.3% - Xenon Pharmaceuticals: 0.3% - Olema Pharmaceuticals: 0.2% - Repligen: 0.2% - Rocket Companies: 0.2% - Baidu: 0.2% - Arm: 0.2% - Carvana: 0.2% - Reddit: 0.2% - Alcoa: 0.2% - Thermo Fisher: 0.2% - Danaher: 0.2% - F5: 0.2% - Vista Energy: 0.2% - Skeena Resources: 0.2% - JBS: 0.1% - Monte Rosa Therapeutics: 0.1% - Relay Therapeutics: 0.1% - DBV Technologies: 0.1% - CCC Intelligent Solutions: 0.1% - UWM Holdings: 0.1% - Navitas Semiconductor: 0.1% - Solstice Advanced Materials: 0.1% - FTAI Aviation: 0.1% - Beam Therapeutics: 0.1% - Aurora Innovation: 0.1% - IREN: 0.1% - Grupo Financiero Galicia: 0.1% - Wave Life Sciences: under 0.1% Both own Google, Delta and D.R. Horton. Neither owns Nvidia $NVDA.

OECD Forecasts US 2026 Growth Of 2.2% (Vs 2.0% In June), 2.1% In 2027 (Vs 1.8%) - World 2026 Growth Of 2.9% (Vs 2.8% In June), 3.0% In 2027 (Vs 3.1%) - China 2026 Growth Of 4.5% (Unchanged), 4.2% In 2027 (Vs 4.3%) - Euro Area 2026 Growth Of 1.0% (Vs 0.8% In June), 1.0% In 2027 (Vs 1.2%) - Japan 2026 Growth Of 0.8% (Vs 0.6% In June), 0.7% In 2027 (Vs 0.8%) - UK 2026 Growth Of 1.1% (Vs 0.9% In June), 1.0% In 2027 (Vs 1.1%)

Only ~1.2B parameters active at a time. Edge0-8B-A1B-preview makes an 8B-class MoE practical for local inference.📜 Apache 2.0. 🤖 ⚡ Reaches 23.9–25.3 tokens/s with about 1.0 GiB peak active memory in the reported short-context benchmark. 🏆 Retains most of the FP16 base model’s quality, with an average gap of just 2.8 points across five benchmarks. MMLU-Pro rises from 65.8 to 70.1. 🧠 SSD expert offload keeps most weights outside active memory, while a prerouter predicts which experts each layer will need next. 🛠 Recover-LoRA offsets quality loss from 4-bit quantization and expert offloading. The current Preview runs locally through MLX on Apple Silicon.

World Currencies vs. the U.S. Dollar One-Year Change As of June 30, 2026: 🇨🇴 Colombian peso: +19.2% 🇮🇱 Israeli shekel: +13.2% 🇭🇺 Hungarian forint: +8.9% 🇿🇦 South African rand: +8.1% 🇲🇽 Mexican peso: +7.7% 🇨🇳 Chinese yuan: +5.6% 🇦🇺 Australian dollar: +5.2% 🇧🇷 Brazilian real: +5.2% 🇲🇾 Malaysian ringgit: +3.1% 🇳🇴 Norwegian krone: +1.8% 🇨🇱 Chilean peso: +1.0% 🇪🇬 Egyptian pound: +0.8% 🇭🇰 Hong Kong dollar: +0.1% 🇦🇪 UAE dirham: 0.0% 🇶🇦 Qatari riyal: 0.0% 🇸🇦 Saudi riyal: -0.2% 🇷🇺 Russian ruble: -0.4% 🇨🇿 Czech koruna: -1.1% 🇸🇬 Singapore dollar: -1.7% 🇨🇭 Swiss franc: -1.8% 🇹🇭 Thai baht: -2.3% 🇸🇪 Swedish krona: -2.4% 🇪🇺 Euro: -3.0% 🇩🇰 Danish krone: -3.1% 🇬🇧 Pound sterling: -3.4% 🇨🇦 Canadian dollar: -4.1% 🇵🇱 Polish złoty: -4.2% 🇳🇿 New Zealand dollar: -6.8% 🇹🇼 Taiwan dollar: -8.2% 🇵🇭 Philippine peso: -8.2% 🇮🇩 Indonesian rupiah: -9.3% 🇮🇳 Indian rupee: -9.4% 🇯🇵 Japanese yen: -11.3% 🇰🇷 South Korean won: -12.6% 🇹🇷 Turkish lira: -14.6% 🇦🇷 Argentine peso: -18.9% Source: Deutsche Bank, Bloomberg Finance LP.

KROGER $KR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $34.6B (Est. $34.58B) 🟡; +2% YoY 🔹 Adj. EPS: $1.09 (Est. $1.06) 🟢; +5% YoY 🔹 Adj. FIFO Oper Profit: $1.08B (Est. $1.01B) 🟢; -1% YoY Cuts FY26 Guide: 🔹 Identical Sales ex-Fuel: +0.2%-+0.8%; from +1.0%-+2.0% Affirms FY26 Guide: 🔹 Adj. EPS: $5.10-$5.30 (Est. $5.21) 🟡 🔹 Free Cash Flow: $2.7B-$2.9B (Est. $2.74B) 🟡 🔹 Cap Ex: $3.8B-$4.0B (Est. $3.9B) 🟡 🔹 Adj. FIFO Oper Profit: $5.0B-$5.2B (Est. $4.84B) 🟢 🔹 Tax Rate: 23% Other Q2 Metrics: 🔹 Identical Sales ex-Fuel: 0.2% 🔹 Gross Margin: 22.4%; -10 bps YoY 🔹 Adjusted eCommerce Sales Growth: 20% YoY 🔹 Kroger Precision Marketing Profit Growth: 24% YoY Capital Return: 🔹 Share Repurchases: $1.0B 🔹 Remaining Authorization: ~$800M 🔹 Dividend: $0.39/share Comments: 🔸 “we are updating our identical sales without fuel guidance to a new range of 0.2% to 0.8%” 🔸 “We are reaffirming our adjusted FIFO net operating profit and adjusted earnings per diluted share guidance”

Dylan Harper gets loose 🔥 After stuffing the stat sheet in Game 1 (24 PTS, 11 REB, 6 AST, 7 STL), Harper and the Spurs look to take a 2-0 series lead in the Western Conference Finals! 🍿 SAS (1-0) OKC, Game 2 📺 8:30pm/et on NBC & Peacock