Sold HUMANA INC$2.4M5,495 shares @ $433.851

Humana's Joseph C. Ventura parted with about a quarter of his stake in a single $2.38 million sale, with no 10b5-1 plan disclosed to explain the timing. It lands while the company is flagging 2027 market exits and warning about flat Medicare Advantage rates, so insider conviction is worth tracking here.

Now 10% owner at AFLAC INC

Japan's largest insurer has crossed into double-digit ownership of a $63.2 billion US insurance group, turning a distribution partnership into a controlling-scale stake. The two sides already reinsure each other's business through Aflac Re Bermuda, so this locks in a Japanese anchor holder for a company that earns most of its money in Japan.

Now director at AUTOMATIC DATA PROCESSING INC

McKinstry spent two decades running Wolters Kluwer, turning it into a digital subscription and compliance software business, exactly the playbook the $120.9 billion payroll giant is leaning on as it pushes deeper into HR software. Her first Form 3 puts that operating experience inside the boardroom.

Now director at AUTOMATIC DATA PROCESSING INC

Kenny, the former Nielsen CEO who ran Weather Company and IBM Watson, now holds a stake in the $120.9 billion payroll processor as it pushes AI deeper into HR software. Form 3 filings mark the start of a disclosure trail worth tracking for future open-market buys.

Nvidia Shares Sink on New Allegations Against CEO Jensen Huang

  • CoreWeave's beat, raised guidance and canceled 10b5-1 plan sparked a semi rally, with chip ETFs up over 15% off last week's low
  • Reports of a second Huang affair and a board meeting to replace him sent shares down 8-9% after hours; Kalshi odds hit 70-87%
  • Dan Ives calls an ouster a clearing event worth $225; Dan Niles sees 99% odds Huang is out and ~145 as support
  • Gene Munster expects a gap down then recovery and disputes that AMD takes meaningful share; Apple closed at a record

The debate has moved past whether Huang stays to what Nvidia is worth without him, and the panel's range is wide: a $225 target against a 145 support test. Traders expect the real clearing to come with next Tuesday's earnings report rather than the board meeting.

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FNVFranco-Nevada
Q3 2026
EPS
$1.89
est $1.73+8.9%
Revenue
$549M
est $552M-0.6%

Permian activity pushed U.S. energy revenue to $50.8 million from $33.8 million, carrying an 8.9% EPS beat even as weather in Chile dented precious-metal deliveries and revenue came in just under estimates. Management raised full-year diversified revenue guidance to $300 to $330 million and sits on $4.8 billion of capital with no debt.

Quarterly EPS — reported vs estimate

AI Rally Sets Emerging Stocks Up for Best Streak Since September

  • Bloomberg's Brody Ford: CoreWeave eased financing fears via customer prepayments and vendor financing, likely from Nvidia
  • Even after the jump, CoreWeave remains down more than 66% from its highs
  • Anthropic's IPO is already multiple times oversubscribed, with bankers weighing a $1.5 trillion valuation
  • J&J backed psychedelic-inspired biotech Delics with a $100 million oversubscribed round

The relief rally in CoreWeave rests on creative funding: prepayments and vendor financing bought time, and the stock is still more than 66% below its highs. Anthropic's oversubscribed IPO book at a $1.5 trillion valuation is the next read on how much AI spending the market will underwrite.