Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index rose 10.94% in the second quarter of 2025, marking a rebound of the U.S. equities market. Aristotle Atlantic’s Core Equity strategy returned 14.43% gross of fees (14.30% net of fees) in the quarter, outperforming the S&P 500 Index’s 10.94% total return. The relative outperformance was due to security selection. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second quarter 2025 investor letter, Aristotle Atlantic Core Equity Strategy highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 13.00%, and its shares gained 71.59% of their value over the last 52 weeks. On July 22, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $238.11 per share, with a market capitalization of $668.81 billion.
Aristotle Atlantic Core Equity Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter:
“Oracle Corporation (NYSE:ORCL) contributed to performance in the second quarter, as the company reported strong quarterly results that highlighted continued strong demand for the company’s OCI infrastructure, sustained growth in the company’s SaaS apps business, and accelerating growth trends in the cloud database segment. Management highlighted RPO growth of over 100%, which speaks to continuing demand for Oracle’s infrastructure and software products over a multi-year period.”
Analyst Says He’s Going to ‘Sleep Like a Baby’ After Trimming Oracle (ORCL) Position
A team of IT professionals meticulously crafting a large-scale enterprise performance management system.
Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, compared to 105 in the previous quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
In another article, we covered Oracle Corporation (NYSE:ORCL) and shared Polen Focus Growth Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
Since around 3:30PM ET on Thursday, Starlink users have reported they can’t connect to SpaceX’s satellite internet service. The Starlink website first confirmed the issue with a banner message saying “Starlink is currently experiencing a service outage. Our team is investigating.”
On X, Starlink posted a more detailed message at 4:05PM ET, saying “Starlink is currently in a network outage and we are actively implementing a solution. We appreciate your patience, we’ll share an update once this issue is resolved.” This isn’t the first widespread outage for the network, but they have been rare, and this appears to be the first one in 2025.
Users on X and Reddit from the US and countries across Europe, Africa, Asia, and Australia have said their connections are offline, with error messages saying there is “no healthy upstream.” The global connectivity trackers at NetBlocks report that overall connectivity is down to “16 percent of ordinary levels.”
Update, July 24th: Added information from the Ukrainian military and NetBlocks.
Police officers maintain a presence outside Epping Forest District Council offices as a meeting about the unrest takes place
A council has voted unanimously to urge the government to close a hotel housing asylum seekers after a series of public demonstrations.
The number of people arrested after unrest outside the Bell Hotel in Epping has risen to 16 – in the wake of protests on 13, 17 and 20 July.
At a packed and often heated public meeting on Thursday, the Conservative leader of Epping Forest District Council, Chris Whitbread, said: “I am concerned that our residents’ peaceful protests are being infiltrated on the extremes of politics.”
A large group of people gathered outside the council offices during the meeting – and a “peaceful” protest was taking place at the Bell Hotel, police said.
The force also warned that people who wore face coverings would be asked to remove them and those who refused would be arrested.
In a statement it said: “Our priority is keeping Epping safe. We’re here to support peaceful protest – but we will not tolerate criminal behaviour.”
Whitbread told the meeting: “I’m worried that Epping will become a focus and a battleground for the agendas of those extremist groups and they will continue to stoke tensions as part of their wider campaigns.”
PA Media
The number of people arrested in connection with unrest at the Epping hotel rose from 10 on Wednesday to 16 on Thursday
Action has been staged at the hotel since a man living there was charged with sexual assault, harassment and inciting a girl to engage in sexual activity.
Hadush Kebatu, 41, from Ethiopia, has denied the offences and remains on remand in custody.
Whitbread added: “The majority of Epping residents are peaceful while concerned that lasting harm is being done to our community.
“Since it was first occupied during the pandemic this council has consistently maintained this hotel is the wrong location.
“It is occupied often by vulnerable people and there are not the facilities here to support them.”
Nadira Tudor/BBC
Protesters gathered outside the Bell Hotel on Thursday evening
During the meeting, councillor Holly Whitbread spoke critically of councillors who had encouraged or taken part in protests.
While supporting the motion she said: “I would never knowingly stand next to neo-Nazis, which is what a member in this chamber did on Sunday.
“My grandad fought in a war against these people. I think quite frankly anyone who stands side by side with them should hang their head in shame.”
Fellow Conservative councillor Shane Yerrell urged the council not to make assumptions about protesters.
“It is not fair for anyone turning up at the protest to be branded a racist or a Nazi,” he said.
He closed his submission by reading a statement from the father of the alleged victim of sexual assault, which received a standing ovation from the chamber and the public gallery.
Nadira Tudor/BBC
A large police presence had gathered outside the council officers and the Bell hotel
While supporting the motion, Jaymey McIvor, for Reform UK, said it was a “great shame” more councillors had not visited the protests.
He said: “The people of Epping are worried, they’re scared. And what they want in that scenario is to be listened to.”
McIvor went on to repeat claims, refuted by Essex Police, that “far left thuggery were escorted to the Bell Hotel” – to which several other members shouted responses including “fake news” and “misinformation”.
The rest of McIvor’s statement condemned violence and called for the closure of the hotel, as he returned to his seat he was greeted with a standing ovation from people in the public gallery.
Liberal Democrat councillor Janet Whitehouse, who is Epping Town mayor, provided some support and sympathy with asylum seekers, saying: “We don’t know the situation of the people placed there.
“It’s very sad that the picture of Epping being seen nationally and internationally is one of violence.”
Essex Police
Essex Police released drone footage of crowds gathering in Epping on 17 July
Of the 16 arrested, six people have been charged with offences including violent disorder, criminal damage and refusing to remove a face covering.
A dispersal order was imposed until 08:00 BST on Friday in response to further planned protests.
It gave officers extra powers to direct people to leave the area or face arrest.
PA Media
There has been a heavy police presence during the protests in recent days
Reaction from Epping residents has been divided, with some feeling the protests are justified while others told the BBC they felt uncomfortable.
A 53-year-old man called Jason, who declined to share his surname, said the protests had been “a long time coming”.
He continued: “I don’t think the violence is justified, I don’t think that the police help the situation by going in mob handed but they’ve got to do their job.
“People are angry, so they’re going to react… I think the people here are justified in being angry.”
Nadira Tudor/BBC
People refusing to wear face coverings have been warned they could be arrested
Supermarket worker Tilly Nelson argued that social media has fuelled some of the protesting, helped spread misinformation and turned the protests into an event.
She said: “It’s like a social gathering to come together to put their mask on and have a go at the police.”
The 20-year-old said she has had only positive interactions with some of the men who live at the hotel, who she describes as “the politest people”.
She shared concerns the “narrative has completely changed”.
A bipartisan Senate appropriations bill seeks to prevent the Trump administration from cutting the EPA’s scientific research office.
Text of the appropriations bill, which advanced 26-2 on Thursday, was not immediately available.
However, a summary posted online states that the bill “requires EPA to maintain its Office of Research and Development to ensure cutting-edge research, such as research into the risks from hazardous chemicals like PFAS or contaminated water, continues.”
It did announce previously that it wanted to create a different science office known as the Office of Applied Science and Environmental Solutions (OASES).
OASES will be within the office of the administrator while ORD is its own office within EPA. Critics of this restructure have warned that it creates the potential for more bias and political influence in what should be independent science.
The Trump administration has billed the changes as improving “the effectiveness and efficiency of EPA operations.”
Every year, Congress needs to pass an appropriations bill to fund the government. Doing so requires at least some degree of bipartisan consensus because of the Senate’s 60-vote threshold to clear the filibuster.
It’s not entirely clear whether this provision or any others will remain in a bill that ultimately passes, as both the House and the Senate need to agree. However, its inclusion in the bipartisan Senate legislation shows it has a strong chance of passing.
In addition, the Senate proposal appears to reject some cuts proposed by the Trump administration. It also maintains funding levels at the National Park Service, where the Trump administration has proposed 30 percent operations and payroll cuts.
A Senate aide told The Hill that the bill includes requirements for staff to carry out the mission of the agency, but does not have an explicit minimum staffing level.
Senators rejected an amendment from Sen. Martin Heinrich (D-N.M.) that would require the Interior Department, National Park Service and Forest Service to maintain 2020 staffing levels in a 15-14 party-line vote.
3D Graphics Concept Big Data Center by Gorodenkoff via Shutterstock
CoreWeave (CRWV) is back in the spotlight following a very bearish note from HSBC analyst Abhishek Shukla, who initiated coverage with a $32 price target, implying a staggering 75% fall from current levels. The analyst issued a “Sell” recommendation on the red-hot AI infrastructure play, sending shares down over 6% intraday on July 18.
The fall occurs at a critical time for CoreWeave. It has risen over 240% since its IPO in March, driven in general by AI infrastructure hype and by blockbuster OpenAI and Microsoft (MSFT) partnerships.
Yet with escalating costs, high-capital needs, and deep customer concentration, some analysts now believe the run higher has gone too far.
CoreWeave (CRWV) is a Livingston, New Jersey cloud computing company focused on supporting high-performance computing workloads. It is an “AI Hyperscaler” offering customized infrastructure-as-a-service with support for some of the market’s toughest compute demands. It has a market capitalization approaching $60 billion.
CRWV stock has been a roller coaster since going public in March 2025. The stock hit a high of $187.00, a rise of well over 400% above the IPO price, only to correct sharply in the last few weeks. The stock is currently trading near $130, down about 30% from its highs.
https://www.barchart.com
CoreWeave operates with high valuation multiples. It carries a price-sales ratio of 21.5x and a price-book ratio of 28.1x. The HSBC downgrade and warning is an indicator of valuation risk due to a lack of earnings and a capital-intensive business model.
CoreWeave’s Q1 2025 results were a mixed bag. It had revenue of $981.6 million, representing a year-over-year growth rate of 420%. However, its GAAP net loss of $314.6 million was more than twice as wide as the figure in the prior-year quarter. The operating loss during the quarter was $27.5 million, 263% worse than the prior year. Stock-based compensation during the quarter was $177 million, heavily weighing on net profitability after its IPO.
The company also promoted new infrastructure installations, support for the GPU chip NVIDIA GB200, and Platinum status in SemiAnalysis’s ClusterMAX GPU cloud rankings. Although these enhance its technical superiority, future funding needs for these initiatives are making risk-conscious investors nervous.
CoreWeave has a “Hold” rating consensus, and HSBC’s $32 target is the lowest on the Street.
The average analyst target price for CoreWeave stands at $90.58, indicating 30% downside from the current price. It is highest at $185 implies more than 40% upside from here.
Such wide ranges for price targets are an indication of extreme disagreement over direction and valuation. This appears to be true for CoreWeave after its red-hot post-IPO run up.
https://www.barchart.com
On the date of publication, Yiannis Zourmpanos did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
Five Canadian ice hockey players accused of sexually assaulting a woman were all acquitted by an Ontario judge on Thursday.
In a packed courtroom, Justice Maria Carroccia reviewed testimony and evidence from the highly publicised eight-week trial over the course of several hours before declaring the men not guilty.
The former players for Canada’s world junior hockey team were accused of assaulting the woman, known as EM, in a hotel room in 2018 in London, Ontario, where they had attended a Hockey Canada gala.
Justice Carroccia said she did not find EM’s evidence “credible or reliable”. She added that “the Crown cannot meet its onus on any of the counts before me”.
The central issue of the trial was whether EM, who was 20 at the time, had consented to every sexual act in the room that night.
Lawyers for the players contended that she asked the men to have sex with her and they believed she gave consent.
Michael McLeod, Dillon Dube, Cal Foote, Alex Formenton and Carter Hart were all players with the National Hockey League (NHL) when the allegations surfaced, although one was playing in Europe. Only one, Mr Hart, testified in his own defence.
The trial attracted significant attention in Canada, and so many people attended court to hear the ruling on Thursday that clerks had to open two additional overflow rooms.
In explaining her ruling, Justice Carroccia pointed to inconsistencies in EM’s testimony, including about who had bought drinks that night, and said EM’s statements reflected an “uncertain memory” that did not line up with evidence presented in the trial.
There were differences in what the woman told police investigators and those for Hockey Canada, which settled a C$3.5m ($2.5m; £1.9m) lawsuit for an undisclosed sum in 2022, as well, the judge said.
This breaking news story is being updated and more details will be published shortly. Please refresh the page for the fullest version.
You can receive Breaking News on a smartphone or tablet via the BBC News App. You can also follow @BBCBreaking on X to get the latest alerts.
Commerce Secretary Howard Lutnick warned Thursday that TikTok will go dark unless China agrees to a deal in which American owners take control of the popular social media app and its algorithm.
“It’s got to come out of Chinese control,” Lutnick told CNBC’s “Squawk on the Street.” “We’ve made the decision. You can’t have Chinese control and have something on a hundred million American phones. That’s just not okay.”
“So, if it’s in American control, China can have a little piece, or ByteDance, the current owner, can keep a little piece,” he continued. “But basically Americans will have control, Americans will own the technology and Americans will control the algorithm.”
TikTok has remained online for the past seven months despite a law requiring its parent company ByteDance to divest from the app or face a U.S. ban. The law, passed by Congress last year, was meant to go into effect the day before President Trump took office.
However, former President Biden declined to enforce the law in his final days in office, and Trump quickly followed this up with an executive order delaying enforcement. He has since given TikTok two more extensions, as he attempts to strike a deal to keep the app available. The next deadline is set for Sept. 17.
Trump said late last month that he had found a buyer for the app, which he described as “very, very wealthy people.” However, he underscored the deal would likely require the approval of the Chinese government.
“If that deal gets approved by the Chinese, then that deal will happen,” Lutnick added Thursday. “If they don’t approve it, then TikTok is going to go dark. And those decisions are coming very soon. …. The deal is over to them right now.”
The Trump administration had previously finalized a deal on TikTok in April, but the effort was scuttled by the announcement of the president’s “reciprocal” tariff regime, which targeted China and other countries with hefty new import taxes.
(Reuters) -AT&T beat quarterly profit estimates and added more wireless subscribers than expected as customers flocked to its discounted bundles combining 5G mobile and high-speed fiber plans.
The company said on Wednesday it would invest about $3.5 billion from savings unlocked by President Donald Trump’s new tax law to accelerate its fiber network build-out, a critical growth area as the wireless market saturates and internet usage surges.
The U.S. telecom giant expects to save $6.5 billion to $8 billion in taxes through 2027 under the new reforms, and projected free cash flow to be about $1 billion higher than previously forecast for both 2026 and 2027.
New Street Research analyst Jonathan Chaplin said some investors will be disappointed that the additional free cash flow will be put towards strategic investments than share repurchases.
Shares of the company were down nearly 1% in volatile early trading.
Texas-based AT&T added 243,000 fiber customers in the second quarter, fewer than 250,610 expected by analysts at Visible Alpha.
The company said it expected the acquisition of Lumen’s mass markets fiber business, set to close in the first half of 2026, to propel it to more than 60 million fiber locations by the end of 2030.
Analysts have said savings from the tax law, which boosted annual forecast at rival Verizon, could help wireless carriers better challenge broadband giant Comcast, which has also been making inroads into wireless.
AT&T added 401,000 net monthly bill-paying wireless phone subscribers in the second quarter, it said on Wednesday, flying past FactSet estimates of 295,700. Verizon lost 9,000 customers during the same period.
The company reported revenue of $30.8 billion, beating estimates of $30.50 billion, according to data compiled by LSEG. Adjusted earnings per share of 54 cents also surpassed expectations of 51 cents.
Mobility revenue rose 6.7%, driven by subscriber gains and higher wireless device sales volumes.
(Reporting by Harshita Mary Varghese in Bengaluru; Editing by Sriraj Kalluvila)
This deadline might lack some of the potential pizzazz of previous years, but remember that the biggest name last year — Garrett Crochet — ended up not getting traded until the offseason. But this next week should still be interesting, especially if the Arizona Diamondbacks go all-in on trading some of their key players heading into free agency.
Using ESPN MLB insider Jeff Passan’s trade deadline preview as a guide, let’s conduct a little exercise: take 10 of the biggest names who could move and see how the dominoes might fall. It’s one-third prediction, one-third science and one-third entertainment. Last year, we nailed only one of the 10 names correctly (Jack Flaherty to the Los Angeles Dodgers), although seven of the players listed were in fact traded.
Let’s start with potentially the most coveted player of this year’s deadline — going to one of the sport’s biggest giants.
Suarez is not only the hottest hitter who might be traded — he has 36 home runs if you haven’t been paying attention — but looks like the best player available, barring a blockbuster deal for a pitcher such as Joe Ryan or MacKenzie Gore. Let’s start the dominoes with Suarez, especially since several contenders could use an upgrade at third base:
The Seattle Mariners have rookie Ben Williamson, a good defender who has hit one home run in 78 games and has a sub-.300 OBP.
Cubs third basemen — that’s mostly rookie Matt Shaw — have three home runs all season and the lowest OPS in the majors.
The Detroit Tigers are near the bottom of the majors in offensive production at third, although Zach McKinstry has been playing there of late and was an All-Star. In the bigger picture, the Tigers’ offense has slumped badly in July after nearly everyone overperformed in the first half, so the front office might be looking to add an impact bat such as Suarez and return McKinstry to a utility role.
And if you want a dark horse, consider the New York Mets, where Mark Vientos hasn’t replicated his big numbers from 2024 and Brett Baty and Ronny Mauricio have played more lately, although they haven’t hit much either. Indeed, with Francisco Lindor struggling the past month, the Mets might need another hitter.
So, who gets Suarez? The Tigers and Cubs are probably more focused on pitching help. The Mariners have an excellent farm system with nine top-100 prospects and know Suarez well after he played there in 2022 and ’23, but their offense does lead the majors in road OPS. Given the way they operate, they might not be willing to trade one of those top prospects for a half-a-season player — and there’s a reasonable argument that the only way they’re going to catch the Houston Astros is for their rotation to start pitching better.
That leaves the Yankees. General manager Brian Cashman has said the Yankees are “going to go to town” at the trade deadline, suggesting they need a starting pitcher, bullpen help and an infielder. The offense has been better again in July after scuffling in June, but Aaron Judge could still use some help. There is an air of desperation as well with the Yankees, as the Toronto Blue Jays passed them in the standings, and Suarez is clearly a perfect fit for their gaping hole at third.
Naylor is another of Arizona’s pending free agents and he’ll cost a lot less than Suarez. Heck, if the Mariners are willing to take on the salaries — unlikely, although if they offer a strong package of prospects, maybe Arizona kicks in some cash — they could acquire both Naylor and Suarez and build a lethal lineup with Suarez hitting behind Cal Raleigh.
Absent that fanciful thinking, Naylor still makes sense as a solid contact hitter for a team that ranks in the bottom 10 of the majors in strikeout rate. Luke Raley can slide to right field or a bench role. The Mariners also need some bullpen depth and perhaps a right-handed bat that would provide an upgrade over Dylan Moore or Donovan Solano, but Naylor would be a nice addition, nonetheless.
One key reason not to rule out Suarez to Detroit: History suggests the teams making the biggest deals at the trade deadline aren’t the ones chasing a playoff spot or simply trying to hold on to a wild-card berth, but those teams already in first place. The Tigers know they’re going to the postseason; they want to make their team better for October. A team that isn’t guaranteed a playoff spot is risking future value for a playoff run that might not exist.
At the minimum, the Tigers will be adding to a bullpen that has been hemorrhaging runs of late. Will Vest has remained solid, but Tommy Kahnle had been their other late-game high-leverage reliever and he just had a recent run of nine runs allowed over three outings. Bednar, a two-time All-Star, has rediscovered his feel and command after a rough 2024. He also comes with an additional season of team control. The other top relievers who might be available include Emmanuel Clase of the Cleveland Guardians, and Jhoan Duran and Griffin Jax of the Minnesota Twins, but don’t look for an intradivision trade there.
Where do our first three dominoes leave the Cubs? They could still upgrade third base, although the options are somewhat limited after Suarez. They would like to add a starting pitcher to a rotation that ranks just outside the top 10 in the majors in ERA but might be considered unstable beyond Matthew Boyd and Shota Imanaga. Passan has the Cubs perhaps thinking really big and going after Gore or Ryan, or the Pirates’ Mitch Keller, but we’ll play it a little more conservatively.
Of the pitchers heading to free agency, Lugo is the best combination of “good” and “likely to be traded,” and the Cubs should be the team most willing to offer what’s needed to get him. They have a championship-caliber lineup and defense, plus the bullpen has been solid. Their farm system strength is on the position player side, which also matches up with the Royals’ needs. The one potential issue here: Neither Boyd nor Imanaga average a strikeout per inning, and neither does Lugo, so there might be some concern about how that rotation plays in the postseason — hence, the “think big” idea of Gore or Ryan, even if it means emptying the farm system.
5. Twins trade Griffin Jax to Mets
One guarantee of the trade deadline: The Mets will add to the bullpen, probably with more than one trade. Though the rotation still ranks fifth in ERA, that was built off a hot start. More importantly, the only Mets starter to complete six innings since June 7 has been David Peterson. As a result, manager Carlos Mendoza has run relievers Reed Garrett, Huascar Brazoban, Jose Butto and Ryne Stanek into the ground. The bullpen had a 2.78 ERA through May, but that figure is over 5.00 since the beginning of June (ranking near the bottom of the majors).
The Twins have two high-profile relievers in Duran and Jax, both of whom are under team control through 2027, so they’ll be much more expensive than your usual short-term relievers if the Twins decide to trade one or both. Duran would be harder to deal — but bring more in return — so we’ll say Jax will go. Don’t be fooled by his 4.09 ERA: He has 68 strikeouts and 12 walks in 44 innings with a 97-mph heater. He’s an elite strikeout reliever, the type you want on the mound in October.
OK, now it’s time for some fun. We know the Dodgers will do something, right? They almost always do — and it’s usually something significant. It could be a reliever, since Tanner Scott has scuffled at times (and was also just put on the injured list because of left elbow inflammation, though his MRI showed no ligament damage) and Michael Kopech is injured. Not to mention their bullpen woes have been on full display lately. It could be a starter, although they’re finally trending a little healthier there. So, how about an outfielder and a leadoff hitter?
The reasoning here: Michael Conforto just hasn’t worked out. The Dodgers have given him 300 plate appearances and he’s hitting under .200, plus he’s not a good left fielder. They could also use a leadoff hitter. They just moved Mookie Betts there in front of Shohei Ohtani, looking to get Betts going, but Betts just hasn’t been an offensive force in 2025 and shouldn’t be hitting at the top of a lineup right now. Kwan would fix both issues and give them a nice OBP guy in front of Ohtani while providing a major defensive upgrade.
Would Cleveland trade Kwan? Jeff and Kiley McDaniel ranked him No. 2 on ESPN’s updated list of the top 50 trade candidates, although admittedly gave just a 20% chance that he would be traded. He’s under team control through 2027 and is making $4.1 million this season, with a big raise due next year. The Guardians also need power and the Dodgers could offer a nice package of prospects, maybe starting with catcher Dalton Rushing or a potential power-hitting outfielder such as Zyhir Hope or Eduardo Quintero. (Top prospect Josue De Paula is probably off limits.)
The Keller rumors keep picking up steam. He’s signed through 2028, although this type of controllable pitcher is rarely — ever? — traded at the deadline. But the Pirates might view this as their best opportunity to add some much-needed offense. As Passan wrote, the Blue Jays also make a lot of sense for Keller, with Chris Bassitt and Max Scherzer headed to free agency after this season and then Kevin Gausman after 2026.
But the Red Sox have a surplus of outfielders already in the majors and more hitting prospects in the minors, so they line up as a potential match with Pittsburgh. This could be an old-fashioned challenge trade with the Red Sox offering Jarren Duran, who matches Keller in being under team control through 2028. Or maybe the Pirates would want multiple players — Kristian Campbell has been squeezed out of a spot in the Boston lineup, for example, and High-A infielder Franklin Arias would be another option.
It’s admittedly more likely the Red Sox do something smaller, not wishing to break up their momentum. Manager Alex Cora has managed to keep everyone active, including starting Ceddanne Rafaela at second base a couple of times recently (although you hate taking his glove out of center field). Or don’t rule out adding a first baseman, such as Naylor or Ryan O’Hearn. Abraham Toro has done OK filling in for injured Triston Casas, but his track record suggests he could regress at any moment.
Speaking of O’Hearn, he’s one of several players the Orioles will look to trade — and might be the one who will generate the most interest. The Astros still hold a six-game lead in the AL West, continuing to play well through a long list of injuries, but general manager Dana Brown has talked about the need to add a left-handed hitter. O’Hearn could play left field for the Astros, who have been using Cooper Hummel, Taylor Trammell and defensive liability Jose Altuve in the outfield lately. Even if the injured Yordan Alvarez makes it back, Altuve could then slide back to second base.
The Padres are one of the potential landing spots for O’Hearn as they look to boost an offense that ranks in the bottom third of the NL in runs scored. Since we have O’Hearn going to the Astros, the domino falls to Ozuna going to the Padres to fill their DH hole. (They don’t have a regular there.) His $16 million salary — or about $5.4 million over the final two months — might be a little steep for the Padres, but we know that general manager A.J. Preller will do something. He always does. Ozuna’s power numbers are down this season, plus he has been terrible the past two months, so there is some risk here, but he had an OBP over .400 in April and May.
The Blue Jays just keep winning, despite a rotation that ranks in the bottom third in the majors in ERA (Eric Lauer has been their best starter of late). We have them missing out on Lugo and Keller, in part because their farm system isn’t considered particularly strong, so the final domino on our list is Kelly going to Toronto. Passan had good reasoning as to why the Diamondbacks would be more likely to trade Kelly than Gallen. Both are free agents, but Arizona could look to re-sign the older (and thus less expensive) Kelly in the offseason while keeping Gallen and giving him a qualifying offer to recoup a draft pick if he leaves as a free agent.
A number of contenders didn’t land one of the 10 biggest names in our exercise but could certainly still be involved in the trade market. The Philadelphia Phillies, who just signed David Robertson for the bullpen, could still add another reliever and maybe an outfielder. The Texas Rangers haven’t gone away and could be in that O’Hearn/Naylor mix for a first baseman (and the relief market as well). The San Francisco Giants could add a starting pitcher — Zack Littell would be a semi-big splash, with Charlie Morton and Zach Eflin two more Orioles who could be traded.
That’s it for our game of dominoes. Now, it’s time for the action to begin.
For so long there were worries whether Stokes would again be fit enough to act as England’s fourth seamer. Right now, he is their best seamer.
His 16 wickets in this series is the most by any bowler on either side. It is the most Stokes has ever taken in a single series and his 129 overs is his heaviest workload, still with a potential three innings to go.
From 264-4 overnight, India had to face the second new ball right away. Archer set the tone in his first over, once again showing his prowess to left-handers by having Ravindra Jadeja edge to second slip, where Harry Brook took a fine diving catch.
It is a mystery how it took England almost 17 overs to take their next wicket. Thakur, who made 41, and Washington Sundar, 27, showed excellent defence and left well in a stand of 48.
It needed Stokes, in a 10-over spell either side of lunch, to work through the lower order. Thakur slashed to gully and Duckett held a sharp chance.
England dropped the field for Pant, so India’s progress was slow. Washington top-edged Stokes to fine leg and Anshul Kamboj edged behind to give the skipper his fifth Test five-for. The 76 matches since his previous five-wicket haul is a record in Test cricket.
Still Pant remained, his gutsy effort finally ended by Archer’s jaffa from round the wicket. When Jasprit Bumrah tickled Archer down the leg side, Stokes had to be talked into a review by Root in order to wrap up the innings.