26 days ago
Required IRA withdrawals begin at age 73 or 75, depending on your birth year, and each withdrawal is based on the previous year's end balance.
Your RMD is recalculated annually, so the required amount can go up or down from one year to the next.
With a $1 million IRA in our example, the first RMD is about $40,650, then rises over time before falling.
As retirement approaches, a key planning question is how the money you've saved eventually becomes income. That can mean weighing Social Security, pensions, and cash reserves, and when to begin tapping your retirement accounts.
But eventually, at least some withdrawals are no longer optional. Required minimum distributions (RMDs) begin once you reach the applicable age, so it's useful to know how much you have to take out and what that would mean for your income, taxes, and spending.
#income
Your RMD is recalculated annually, so the required amount can go up or down from one year to the next.
With a $1 million IRA in our example, the first RMD is about $40,650, then rises over time before falling.
As retirement approaches, a key planning question is how the money you've saved eventually becomes income. That can mean weighing Social Security, pensions, and cash reserves, and when to begin tapping your retirement accounts.
But eventually, at least some withdrawals are no longer optional. Required minimum distributions (RMDs) begin once you reach the applicable age, so it's useful to know how much you have to take out and what that would mean for your income, taxes, and spending.
#income
2 months ago
A $200,000 sale of MSFT held since 1995 generates a large capital gain that Section 213 nursing home deductions can largely erase on the same return.
Selling Dad's stock and paying his care costs must land on the same tax return; splitting them across two returns eliminates the deduction entirely.
Stock held since 1995 qualifies for a stepped-up basis at death, wiping the gain tax-free for heirs. Selling it makes sense only when Section 213 fully covers the cost.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
If your parent entered a nursing home this year and you sold a long-held stock position to cover the bills, Internal Revenue Code section 213 can quietly absorb most or all of the capital gain. A family can sell $200,000 of Microsoft (NASDAQ:MSFT) stock held since 1995, realize a large embedded gain, and end the year owing surprisingly little federal tax. The same fact pattern, structured slightly wrong, produces a full tax bill with no offset.
#since #same #large
Selling Dad's stock and paying his care costs must land on the same tax return; splitting them across two returns eliminates the deduction entirely.
Stock held since 1995 qualifies for a stepped-up basis at death, wiping the gain tax-free for heirs. Selling it makes sense only when Section 213 fully covers the cost.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
If your parent entered a nursing home this year and you sold a long-held stock position to cover the bills, Internal Revenue Code section 213 can quietly absorb most or all of the capital gain. A family can sell $200,000 of Microsoft (NASDAQ:MSFT) stock held since 1995, realize a large embedded gain, and end the year owing surprisingly little federal tax. The same fact pattern, structured slightly wrong, produces a full tax bill with no offset.
#since #same #large
2 months ago
Choosing between a clean energy innovator and a traditional oil giant reflects a core tension in today's market. Investors must decide if Bloom Energy (NYSE:BE) or Diamondback Energy (NASDAQ:FANG) is the better buy.
Bloom Energy manufactures solid oxide fuel cells that provide reliable onsite power, targeting the surging demand from artificial intelligence infrastructure. Diamondback Energy focuses on extracting oil and gas from the Permian Basin, prioritizing operational efficiency and shareholder returns. While both operate in the energy **** e, their business models, risk profiles, and valuation metrics differ significantly for 2026 investors.
Bloom Energy serves as a prominent player among renewable energy stocks, focusing on solid oxide technology for onsite electricity and hydrogen production. The company targets large-load customers in the data center, semiconductor, and industrial sectors where power reliability is critical. Key partnerships include an agreement with American Electric Power (NASDAQ:AEP) to provide up to one gigawatt of fuel cells and a financing framework worth nearly $5.0 billion with Brookfield (NYSE:BN).
In FY 2025, Bloom Energy reported revenue of approximately $2.0 billion, which represents a growth rate of roughly 37.3% compared to the prior year. Despite this robust top-line performance, the company reported a net loss of nearly $88.4 million for the same period. This loss widened from a net loss of approximately $29.2 million in FY 2024, although the net margin of negative 4.4% in FY 2025 was a significant improvement over the negative 22.7% margin seen in FY 2023.
As of its December 2025 balance sheet, Bloom Energy holds a debt-to-equity ratio of 3.9x. This ratio measures total debt against shareholder equity, indicating the company relies moderately on borrowed funds to fuel its expansion. The current ratio, which measures a company's ability to cover short-term debts with its short-term **** ets, stands at a strong 6.0x. For FY 2025, free cash flow reached close to $57.2 million, which is the cash remaining after paying for operating costs and equipment investments.
#bloom #million
Bloom Energy manufactures solid oxide fuel cells that provide reliable onsite power, targeting the surging demand from artificial intelligence infrastructure. Diamondback Energy focuses on extracting oil and gas from the Permian Basin, prioritizing operational efficiency and shareholder returns. While both operate in the energy **** e, their business models, risk profiles, and valuation metrics differ significantly for 2026 investors.
Bloom Energy serves as a prominent player among renewable energy stocks, focusing on solid oxide technology for onsite electricity and hydrogen production. The company targets large-load customers in the data center, semiconductor, and industrial sectors where power reliability is critical. Key partnerships include an agreement with American Electric Power (NASDAQ:AEP) to provide up to one gigawatt of fuel cells and a financing framework worth nearly $5.0 billion with Brookfield (NYSE:BN).
In FY 2025, Bloom Energy reported revenue of approximately $2.0 billion, which represents a growth rate of roughly 37.3% compared to the prior year. Despite this robust top-line performance, the company reported a net loss of nearly $88.4 million for the same period. This loss widened from a net loss of approximately $29.2 million in FY 2024, although the net margin of negative 4.4% in FY 2025 was a significant improvement over the negative 22.7% margin seen in FY 2023.
As of its December 2025 balance sheet, Bloom Energy holds a debt-to-equity ratio of 3.9x. This ratio measures total debt against shareholder equity, indicating the company relies moderately on borrowed funds to fuel its expansion. The current ratio, which measures a company's ability to cover short-term debts with its short-term **** ets, stands at a strong 6.0x. For FY 2025, free cash flow reached close to $57.2 million, which is the cash remaining after paying for operating costs and equipment investments.
#bloom #million
2 months ago
On the September 11 episode of Mad Money, Jim Cramer expressed strong optimism for Brinker International, Inc. (NYSE:EAT) ahead of its upcoming **** yst presentation, as he said:
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.
#NYSE
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.
#NYSE
2 months ago
High-performance computing is currently undergoing a massive generational shift. Deciding between Astera Labs Inc (NASDAQ:ALAB) and Applied Materials Inc (NASDAQ:AMAT) means choosing between a fast-growing connectivity specialist and an established ******* an of manufacturing equipment.
Astera Labs focuses on the internal plumbing of data centers, providing chips that move data between processors. Applied Materials builds the actual machines that make those chips possible. While both benefit from artificial intelligence, they occupy very different rungs on the technology ladder.
Astera Labs sells high-speed connectivity hardware and software designed for AI-heavy data centers. Its primary products include PCIe and Ethernet solutions that help hyperscale cloud providers manage massive data workloads. In its latest annual report, filed for the period ending December 31, 2025, the company noted that one end customer represented more than 70% of its revenue. Customer concentration like this adds a layer of risk to the business.
In FY 2025, revenue reached nearly $853 million, which is an increase of approximately 115% over the prior year. This growth resulted in a net income of roughly $219 million, compared to a net loss in the previous fiscal year. The company recorded a net margin of close to 26% during this period. Such expansion is notable among semiconductor stocks catering to the cloud market.
The company carries no debt, resulting in a debt-to-equity ratio of 0.0x. This metric compares total debt to shareholder equity to show how a firm finances its ******* ets. As of its December 2025 balance sheet, the so-called current ratio was nearly 10.2x, indicating a strong ability to cover short-term debts. Free cash flow was roughly $282 million. Note that stock-based compensation represented just about 50% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
#million #flow #NASDAQ
Astera Labs focuses on the internal plumbing of data centers, providing chips that move data between processors. Applied Materials builds the actual machines that make those chips possible. While both benefit from artificial intelligence, they occupy very different rungs on the technology ladder.
Astera Labs sells high-speed connectivity hardware and software designed for AI-heavy data centers. Its primary products include PCIe and Ethernet solutions that help hyperscale cloud providers manage massive data workloads. In its latest annual report, filed for the period ending December 31, 2025, the company noted that one end customer represented more than 70% of its revenue. Customer concentration like this adds a layer of risk to the business.
In FY 2025, revenue reached nearly $853 million, which is an increase of approximately 115% over the prior year. This growth resulted in a net income of roughly $219 million, compared to a net loss in the previous fiscal year. The company recorded a net margin of close to 26% during this period. Such expansion is notable among semiconductor stocks catering to the cloud market.
The company carries no debt, resulting in a debt-to-equity ratio of 0.0x. This metric compares total debt to shareholder equity to show how a firm finances its ******* ets. As of its December 2025 balance sheet, the so-called current ratio was nearly 10.2x, indicating a strong ability to cover short-term debts. Free cash flow was roughly $282 million. Note that stock-based compensation represented just about 50% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
#million #flow #NASDAQ
2 months ago
2 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Delivered bottom-line results ahead of expectations despite lower sales, driven by gross margin recapture and disciplined expense management across all business units.
Journeys achieved its eighth consecutive quarter of positive comparable sales, fueled by a multi-branded ****** ortment strategy that resonates with the underserved 'style-led teen girl' demographic.
Schuh's performance reflects an intentional trade-off where near-term sales pressure from reduced discounting is exchanged for a healthier, more profitable business model.
Johnston & Murphy's growth was propelled by a shift toward 'refined' dressing and the successful extension of the Peyton Manning brand partnership, attracting younger customers.
#sales #delivered #johnston #analysts
Delivered bottom-line results ahead of expectations despite lower sales, driven by gross margin recapture and disciplined expense management across all business units.
Journeys achieved its eighth consecutive quarter of positive comparable sales, fueled by a multi-branded ****** ortment strategy that resonates with the underserved 'style-led teen girl' demographic.
Schuh's performance reflects an intentional trade-off where near-term sales pressure from reduced discounting is exchanged for a healthier, more profitable business model.
Johnston & Murphy's growth was propelled by a shift toward 'refined' dressing and the successful extension of the Peyton Manning brand partnership, attracting younger customers.
#sales #delivered #johnston #analysts
2 months ago
Some days, the market has a plot. Today, it's a collective shrug.
The Dow Jones Industrial Average (DJINDICES: ^DJI) was up 0.4% as of 12:55 p.m. ET, the S&P 500 (SNPINDEX: ^GSPC) added 0.5%, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) rose 0.4%. All three indexes opened lower, and the Dow enjoyed a short-lived spike around 11 a.m. ET. But it's a pretty tight bundle of gains just below 0.5% as of this writing.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
^DJI data by YCharts
There is one clear hero behind the morning's index gains. Nvidia (NASDAQ: NVDA) jumped 3.8% to $225.67, which by itself is worth a 0.38% boost of the Nasdaq Composite's total score. No other stock moved the index by 0.1% or more. Meta Platforms (NASDAQ: META) came close after a 2.9% jump, but it's hard to compete with a stock creating $206 billion of market value with a single-digit percentage ***** p.
#signal #market #index
The Dow Jones Industrial Average (DJINDICES: ^DJI) was up 0.4% as of 12:55 p.m. ET, the S&P 500 (SNPINDEX: ^GSPC) added 0.5%, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) rose 0.4%. All three indexes opened lower, and the Dow enjoyed a short-lived spike around 11 a.m. ET. But it's a pretty tight bundle of gains just below 0.5% as of this writing.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
^DJI data by YCharts
There is one clear hero behind the morning's index gains. Nvidia (NASDAQ: NVDA) jumped 3.8% to $225.67, which by itself is worth a 0.38% boost of the Nasdaq Composite's total score. No other stock moved the index by 0.1% or more. Meta Platforms (NASDAQ: META) came close after a 2.9% jump, but it's hard to compete with a stock creating $206 billion of market value with a single-digit percentage ***** p.
#signal #market #index
2 months ago
After six decades at the helm, Warren Buffett handed the reins of Berkshire Hathaway to longtime lieutenant Greg Abel at the end of last year. But for the Oracle of Omaha, stepping down as CEO apparently doesn't mean sitting on the sidelines, especially when it comes to deciding where Berkshire puts its money.
Buffett, who remains Berkshire's chairman, still appears to have considerable influence over the conglomerate's roughly $300 billion U.S. stock portfolio. That influence is particularly notable now, as Berkshire begins putting some of its enormous cash pile back to work.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#buffett
Buffett, who remains Berkshire's chairman, still appears to have considerable influence over the conglomerate's roughly $300 billion U.S. stock portfolio. That influence is particularly notable now, as Berkshire begins putting some of its enormous cash pile back to work.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#buffett
2 months ago
AI developers are constantly demanding more power, fueling the AI boom, which bodes well for Nvidia.
Nvidia (NVDA) is becoming more vertically integrated, taking interests in companies that help secure power for data centers, whether from the grid or independent power sources.
It is also reportedly in advanced talks to acquire an interest in Cloverleaf Infrastructure, a company that arranges power for data centers. Nvidia also took an equity interest in SoftBank's SB Energy, which was a deal tied to a megacampus in Ohio that OpenAI leased for 20 years. Additionally, Nvidia made a $2 billion investment in Lancium, the power developer behind a campus in Abilene, Texas, where OpenAI rents computing capacity from Oracle.
Also Read: Goldman Sachs spots huge twist ahead of Nvidia's earnings
Nvidia is clearly becoming more vertically integrated in data center development, which should ensure its market dominance for 20+ years, especially since many data centers operate under 20-year leases.
#power #openai #becoming
Nvidia (NVDA) is becoming more vertically integrated, taking interests in companies that help secure power for data centers, whether from the grid or independent power sources.
It is also reportedly in advanced talks to acquire an interest in Cloverleaf Infrastructure, a company that arranges power for data centers. Nvidia also took an equity interest in SoftBank's SB Energy, which was a deal tied to a megacampus in Ohio that OpenAI leased for 20 years. Additionally, Nvidia made a $2 billion investment in Lancium, the power developer behind a campus in Abilene, Texas, where OpenAI rents computing capacity from Oracle.
Also Read: Goldman Sachs spots huge twist ahead of Nvidia's earnings
Nvidia is clearly becoming more vertically integrated in data center development, which should ensure its market dominance for 20+ years, especially since many data centers operate under 20-year leases.
#power #openai #becoming
2 months ago
Solo retirement in The Villages runs roughly $60,000 a year, and with Social Security covering about $24,000 annually, the required portfolio falls somewhere between $900,000 and $1.03 million.
Survivor rules pay only the higher Social Security benefit, cutting roughly $19,000 in annual income while The Villages' fixed costs stay nearly unchanged.
Delaying Social Security to age 70 adds between $700 and $900 monthly and trims the required portfolio by roughly $200,000, hardening the plan against bad market years.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
The pitch for The Villages is almost always drawn as a couple. Two people in a golf cart, matching polos, a shared front porch. Financial planning tends to follow the same picture: joint Social Security, one homeowner's insurance policy, food and utilities split between two. Then life edits the plan. A spouse dies, a marriage ends, or the move happens years after being widowed, and the same house, the same amenity fee, the same square footage now has one person paying for it. The question is what that actually costs and what portfolio makes it work.
#financial #required
Survivor rules pay only the higher Social Security benefit, cutting roughly $19,000 in annual income while The Villages' fixed costs stay nearly unchanged.
Delaying Social Security to age 70 adds between $700 and $900 monthly and trims the required portfolio by roughly $200,000, hardening the plan against bad market years.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
The pitch for The Villages is almost always drawn as a couple. Two people in a golf cart, matching polos, a shared front porch. Financial planning tends to follow the same picture: joint Social Security, one homeowner's insurance policy, food and utilities split between two. Then life edits the plan. A spouse dies, a marriage ends, or the move happens years after being widowed, and the same house, the same amenity fee, the same square footage now has one person paying for it. The question is what that actually costs and what portfolio makes it work.
#financial #required
3 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management characterized 2026 as a transition year focused on disciplined execution and tighter prioritization to build a foundation for long-term growth.
Platform revenue growth of 19% was driven by a resilient global offering and a temporary tailwind from Clearit customs refund activity following tariff policy changes.
Solutions revenue declined 4% due to identified execution gaps in building recurring revenue streams and pricing pressure on renewals.
Transaction growth of 15% was impacted by Middle East conflict disruptions; however, excluding affected routes, growth remained within the long-term target of 20% to 30%.
#management
Management characterized 2026 as a transition year focused on disciplined execution and tighter prioritization to build a foundation for long-term growth.
Platform revenue growth of 19% was driven by a resilient global offering and a temporary tailwind from Clearit customs refund activity following tariff policy changes.
Solutions revenue declined 4% due to identified execution gaps in building recurring revenue streams and pricing pressure on renewals.
Transaction growth of 15% was impacted by Middle East conflict disruptions; however, excluding affected routes, growth remained within the long-term target of 20% to 30%.
#management
3 months ago
Corn futures fell back from the Wednesday rally on Thursday, with contracts falling 5 to 9 cents at the close. The CmdtyView national average Cash Corn price was down 9 cents at $4.18 1/4.
Export Sales data was released this morning, with a total of 410,748 MT sold in the week of August 6 for old crop. That was a 5 week high and well above the same week last year's net cancellations. Spain was the top buyers of 257,600 MT, with 74,000 MT sold to Mexico. New crop sales were tallied at 924,532 MT in that week. That was a 3-week low and down 54.9% from the same week last year. Mexico was the top buyer of 416,400 MT, with unknown destinations buying 253,700 MT.
Coffee Prices Decline as Colombian Coffee Exports Partially Resume
Coffee Prices Decline as Colombian Coffee Exports Partially Resume
Bulls Are Back in Charge of Corn Prices as a New Rally Forms
#decline
Export Sales data was released this morning, with a total of 410,748 MT sold in the week of August 6 for old crop. That was a 5 week high and well above the same week last year's net cancellations. Spain was the top buyers of 257,600 MT, with 74,000 MT sold to Mexico. New crop sales were tallied at 924,532 MT in that week. That was a 3-week low and down 54.9% from the same week last year. Mexico was the top buyer of 416,400 MT, with unknown destinations buying 253,700 MT.
Coffee Prices Decline as Colombian Coffee Exports Partially Resume
Coffee Prices Decline as Colombian Coffee Exports Partially Resume
Bulls Are Back in Charge of Corn Prices as a New Rally Forms
#decline
3 months ago
Michael Burry's latest stock moves are out and Wall Street is paying attention. According to media reports, Burry has piled into (NASDAQ:LULU) and MercadoLibre (NASDAQ:MELI).
Lululemon: Down 40% This Year
Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just 4%. North America stayed soft. Gross margin dropped 410 basis points, while operating margin fell to 11.2% from 18.5% a year ago. Management also cut revenue guidance.
But bulls say market is ignoring the positives. China revenue grew 23% year over year in constant currency in Q1. International revenue overall grew 16%. Lululemon carries no debt and sits on $1.51 billion in cash.
The stock trades at just 10.5x forward earnings. That's a multi-year low. The 5-year average sits closer to 29x. Burry reportedly thinks Lululemon is a value opportunity. A new CEO takes over next month. Heidi O'Neill is joining from Nike.
#year #lulu
Lululemon: Down 40% This Year
Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just 4%. North America stayed soft. Gross margin dropped 410 basis points, while operating margin fell to 11.2% from 18.5% a year ago. Management also cut revenue guidance.
But bulls say market is ignoring the positives. China revenue grew 23% year over year in constant currency in Q1. International revenue overall grew 16%. Lululemon carries no debt and sits on $1.51 billion in cash.
The stock trades at just 10.5x forward earnings. That's a multi-year low. The 5-year average sits closer to 29x. Burry reportedly thinks Lululemon is a value opportunity. A new CEO takes over next month. Heidi O'Neill is joining from Nike.
#year #lulu
3 months ago
The iShares MSCI EAFE ETF (NYSEMKT: EFA) and the iShares Currency Hedged MSCI EAFE ETF (NYSEMKT: HEFA) are essentially the same portfolio and hold the same developed market stocks across Europe, ***** an, and Australia. The only structural difference is their currency exposures. The first allows currency swings and accepts whatever effect they have on total returns. The latter strips out that currency risk.
Either one can work. It just depends on which risk exposure you prefer, and if you have a high conviction opinion as to whether the dollar will add to or reduce performance. Over the last decade, that difference between hedged and unhedged could have been worth thousands of dollars.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The iShares MSCI EAFE ETF tracks the MSCI EAFE Index, which consists of more than 700 large- and mid-cap stocks across developed markets outside the United States and Canada. Returns reflect both changes in the values of the underlying stocks and fluctuations in the euro, yen, pound, and other currencies relative to the dollar.
The iShares Currency Hedged MSCI EAFE ETF actually holds the EAFE ETF as its only holding. It also layers on currency contracts that effectively neutralize any currency changes. It reduces overall volatility and removes a potential wild card from the risk/reward profile.
#same #stocks
Either one can work. It just depends on which risk exposure you prefer, and if you have a high conviction opinion as to whether the dollar will add to or reduce performance. Over the last decade, that difference between hedged and unhedged could have been worth thousands of dollars.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The iShares MSCI EAFE ETF tracks the MSCI EAFE Index, which consists of more than 700 large- and mid-cap stocks across developed markets outside the United States and Canada. Returns reflect both changes in the values of the underlying stocks and fluctuations in the euro, yen, pound, and other currencies relative to the dollar.
The iShares Currency Hedged MSCI EAFE ETF actually holds the EAFE ETF as its only holding. It also layers on currency contracts that effectively neutralize any currency changes. It reduces overall volatility and removes a potential wild card from the risk/reward profile.
#same #stocks
3 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management characterizes Zeta's evolution from a marketing technology company to an intelligent AI infrastructure platform, where marketing serves as the first application rather than the limit.
Revenue growth of 44% was driven by the platform becoming a 'system of intelligence' for enterprises, enabling real-time decision-making rather than just static data reporting.
The proprietary Data Cloud, covering 535 million individuals, serves as a competitive moat because the data is owned rather than rented, allowing for infrastructure-level economics on inference models.
The launch of Athena has fundamentally changed user interaction through voice enablement, with voice users interacting with the platform at a 500% higher level than non-Athena users.
#platform #athena #voice
Management characterizes Zeta's evolution from a marketing technology company to an intelligent AI infrastructure platform, where marketing serves as the first application rather than the limit.
Revenue growth of 44% was driven by the platform becoming a 'system of intelligence' for enterprises, enabling real-time decision-making rather than just static data reporting.
The proprietary Data Cloud, covering 535 million individuals, serves as a competitive moat because the data is owned rather than rented, allowing for infrastructure-level economics on inference models.
The launch of Athena has fundamentally changed user interaction through voice enablement, with voice users interacting with the platform at a 500% higher level than non-Athena users.
#platform #athena #voice
3 months ago
Japan and the US have confirmed they joined forces to prop up the yen after the currency fell to a 40-year low.
The ******* anese government said on Monday it had taken action to counteract "excessive volatility and disorderly movements in recent months" after the US treasury bought the currency for the first time in 15 years.
The yen surged more than 1pc to 155.20 per dollar, its strongest since early May, after the rare joint intervention. The yen had previously sunk to its lowest price against the US dollar since 1986.
It is the first time the US has bought up the yen since 2011 following the devastating earthquake in eastern ******* an.
Donald Trump said on Sunday that the US was helping ******* an support its currency as a sign of friendship and to help the world economy.
#first
The ******* anese government said on Monday it had taken action to counteract "excessive volatility and disorderly movements in recent months" after the US treasury bought the currency for the first time in 15 years.
The yen surged more than 1pc to 155.20 per dollar, its strongest since early May, after the rare joint intervention. The yen had previously sunk to its lowest price against the US dollar since 1986.
It is the first time the US has bought up the yen since 2011 following the devastating earthquake in eastern ******* an.
Donald Trump said on Sunday that the US was helping ******* an support its currency as a sign of friendship and to help the world economy.
#first
3 months ago
July 30 (Reuters) - Britain's IG Group said on Thursday it has agreed to acquire U.S. daily fantasy sports and prediction markets operator Underdog for up to $1.3 billion, deepening its push into the fast-growing U.S. retail trading market.
The deal includes an upfront consideration based on an enterprise value of about $1.1 billion and an earnout of about $200 million for Underdog shareholders, IG said.
"The acquisition of Underdog establishes IG as a leader in U.S. prediction markets, one of the most significant opportunities across trading and entertainment, and accelerates our growth in the world's largest and fastest-growing retail trading market," IG CEO Breon Corcoran said.
Prediction markets, which let users trade contracts tied to real-world outcomes, have grown quickly in the United States, though the sector has also drawn scrutiny from lawmakers and regulators.
IG said the acquisition, together with a proposed redomicile, marks the culmination of a strategic review the company kicked off in March.
#growing #july
The deal includes an upfront consideration based on an enterprise value of about $1.1 billion and an earnout of about $200 million for Underdog shareholders, IG said.
"The acquisition of Underdog establishes IG as a leader in U.S. prediction markets, one of the most significant opportunities across trading and entertainment, and accelerates our growth in the world's largest and fastest-growing retail trading market," IG CEO Breon Corcoran said.
Prediction markets, which let users trade contracts tied to real-world outcomes, have grown quickly in the United States, though the sector has also drawn scrutiny from lawmakers and regulators.
IG said the acquisition, together with a proposed redomicile, marks the culmination of a strategic review the company kicked off in March.
#growing #july
3 months ago
Solana (CRYPTO: SOL) developers gave themselves some homework in July 2025. The "Internet Capital Markets" plan targets a swath of features for the developer community to prepare by the end of 2027. Since then, the scope of those ambitions has expanded, even as the coin's price has fallen.
The main battle ahead is with Ethereum for the prize of being the leading tokenized **** et management and trading venue. Let's map out how the next three years will determine the outcome of that competition.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Solana passed 300,000 real-world **** et holders (users holding tokenized stocks, bonds, or other traditional **** ets), more than any other chain. It handled more than 96% of tokenized equity spot trading volume in June. Ethereum still leads on total tradeable tokenized **** et value, with $15.5 billion versus Solana's $3.3 billion, so the question is whether Solana can close that gap over the next few years.
Alpenglow, Solana's upcoming consensus overhaul, is intended to cut transaction finality time from about 12.8 seconds to roughly 150 milliseconds. It went live for testing in May with its debut on the mainnet due late this year, delayed from a Q1 launch target.
#flashing
The main battle ahead is with Ethereum for the prize of being the leading tokenized **** et management and trading venue. Let's map out how the next three years will determine the outcome of that competition.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Solana passed 300,000 real-world **** et holders (users holding tokenized stocks, bonds, or other traditional **** ets), more than any other chain. It handled more than 96% of tokenized equity spot trading volume in June. Ethereum still leads on total tradeable tokenized **** et value, with $15.5 billion versus Solana's $3.3 billion, so the question is whether Solana can close that gap over the next few years.
Alpenglow, Solana's upcoming consensus overhaul, is intended to cut transaction finality time from about 12.8 seconds to roughly 150 milliseconds. It went live for testing in May with its debut on the mainnet due late this year, delayed from a Q1 launch target.
#flashing
3 months ago
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday's episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated:
Some of you have complained to me that I've kept you out of Sandisk, which is up 570% year-to-date, Micron up 240%, Seagate up 224%, Dell up 221%, and Western Digital up 218%. I don't know how that's possible. I've liked Micron for ages, and if you asked Michael Dell who's the most positive person in the media toward his amazing company, I bet he'd say Jim Cramer. So I'm not anti-tech, but I do like diversification. We've had some sickening days of late where all these stocks that I just mentioned got clobbered.
Cramer has been a strong proponent of Dell Technologies Inc.'s (NYSE:DELL) stock for a while now. In fact, Cramer showed regret around missing opportunities in the stock over several episodes of Mad Money. He repeated the sentiment during the July 1 episode, as he stated:
Oh, then there's two that I'm really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the Trust had made a lot of money in this one, and we took the big profit, but I said, don't worry about it, I'll get right back in after another run. But the pullback never came, so I missed it.
Dell? I put Dell in the Trust bullpen, saying it should be bought on any dip, but it never dipped. This stock just exploded higher without me. I missed one of the greatest stories ever told, and I'm a four-decade supporter of Michael Dell. What do all these missed winners have in common? I was too skeptical. I was… too wary. I failed to consider where they could go and instead focused on where they had come from.
#money #NYSE #micron
Some of you have complained to me that I've kept you out of Sandisk, which is up 570% year-to-date, Micron up 240%, Seagate up 224%, Dell up 221%, and Western Digital up 218%. I don't know how that's possible. I've liked Micron for ages, and if you asked Michael Dell who's the most positive person in the media toward his amazing company, I bet he'd say Jim Cramer. So I'm not anti-tech, but I do like diversification. We've had some sickening days of late where all these stocks that I just mentioned got clobbered.
Cramer has been a strong proponent of Dell Technologies Inc.'s (NYSE:DELL) stock for a while now. In fact, Cramer showed regret around missing opportunities in the stock over several episodes of Mad Money. He repeated the sentiment during the July 1 episode, as he stated:
Oh, then there's two that I'm really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the Trust had made a lot of money in this one, and we took the big profit, but I said, don't worry about it, I'll get right back in after another run. But the pullback never came, so I missed it.
Dell? I put Dell in the Trust bullpen, saying it should be bought on any dip, but it never dipped. This stock just exploded higher without me. I missed one of the greatest stories ever told, and I'm a four-decade supporter of Michael Dell. What do all these missed winners have in common? I was too skeptical. I was… too wary. I failed to consider where they could go and instead focused on where they had come from.
#money #NYSE #micron
4 months ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
United Airlines Holdings Inc. stock fell in premarket trading Thursday after the carrier warned that higher fuel costs and capacity constraints are expected to weigh on near-term results, even as it reported second-quarter earnings and revenue above Wall Street estimates.
United reported second-quarter revenue of $17.67 billion, topping the ****** yst consensus estimate of $17.62 billion, according to Benzinga Pro. Adjusted earnings came in at $1.99 per share, ahead of expectations of $1.87 per share.
Second-quarter capacity increased 3.5% year over year. Cost per available seat mile (CASM) rose 15.2%, while CASM excluding fuel (CASM-ex) increased 6.1%.
Don't Miss:
United Airlines Holdings Inc. stock fell in premarket trading Thursday after the carrier warned that higher fuel costs and capacity constraints are expected to weigh on near-term results, even as it reported second-quarter earnings and revenue above Wall Street estimates.
United reported second-quarter revenue of $17.67 billion, topping the ****** yst consensus estimate of $17.62 billion, according to Benzinga Pro. Adjusted earnings came in at $1.99 per share, ahead of expectations of $1.87 per share.
Second-quarter capacity increased 3.5% year over year. Cost per available seat mile (CASM) rose 15.2%, while CASM excluding fuel (CASM-ex) increased 6.1%.
Don't Miss:
4 months ago
Orient Overseas Container Line experienced a significant turnaround during the second quarter of 2026, marking a shift from the softer market conditions observed in the first quarter to a much healthier operating environment by the end of June.
The Hong Kong-based liner reported revenue for the quarter rose 19.8% year over year to $2.537 billion, up from $2.118 billion in the same period of 2025.
Growth was driven by improvements across volumes, utilization, and pricing. Total liftings increased by 8.8% to 2.135 million twenty foot equivalent units (TEUs), supported by a 6.3% rise in loadable capacity and a 1.9 percentage point improvement in the overall load factor.
Average liner revenue per TEU grew by 10.1%, on firmer market conditions on major east-west trades rather than just increased volume.
The performance varied across trade lanes, with the trans-Pacific route serving as a primary driver of upside. Volume jumped by 21.5% to 608,979 TEUs, while revenue climbed 29.3% to $973.7 million.
The Hong Kong-based liner reported revenue for the quarter rose 19.8% year over year to $2.537 billion, up from $2.118 billion in the same period of 2025.
Growth was driven by improvements across volumes, utilization, and pricing. Total liftings increased by 8.8% to 2.135 million twenty foot equivalent units (TEUs), supported by a 6.3% rise in loadable capacity and a 1.9 percentage point improvement in the overall load factor.
Average liner revenue per TEU grew by 10.1%, on firmer market conditions on major east-west trades rather than just increased volume.
The performance varied across trade lanes, with the trans-Pacific route serving as a primary driver of upside. Volume jumped by 21.5% to 608,979 TEUs, while revenue climbed 29.3% to $973.7 million.
4 months ago
Salesforce trades at a forward P/E of 12, beat EPS estimates by 24%, yet the stock has fallen 37% year to date.
Palantir's trailing P/E of 145 and price-to-sales of 59 price in perfection while the stock sits 25% lower year to date.
Salesforce's Agentforce ARR surged 205% year over year to $1.2 billion, matching Palantir's AI growth narrative at a fraction of the valuation.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
Palantir is back on every screen this month, up 14.55% in a single week as retail traders pile back into the AI infrastructure trade that briefly wobbled in June. But here is what you should actually be watching.
Palantir's trailing P/E of 145 and price-to-sales of 59 price in perfection while the stock sits 25% lower year to date.
Salesforce's Agentforce ARR surged 205% year over year to $1.2 billion, matching Palantir's AI growth narrative at a fraction of the valuation.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
Palantir is back on every screen this month, up 14.55% in a single week as retail traders pile back into the AI infrastructure trade that briefly wobbled in June. But here is what you should actually be watching.
4 months ago
TON Strategy Co (NASDAQ:TONX) is one of the 10 Fastest Growing Tech Penny Stocks to Buy.
On July 1, 2026, TON Strategy Co (NASDAQ:TONX) announced that it entered into a Rule 10b5-1 trading plan to facilitate the repurchase of common stock during a two-month period beginning July 1. The plan was established under the company's existing $250M stock repurchase authorization announced on September 3, 2025. Virtu Financial will serve as the executing broker under the plan.
On June 15, TON Strategy highlighted the TON community's rebrand of Toncoin, the native currency of The Open Network, to "Gram." The rebrand followed a community governance vote that concluded on June 8, 2026, with public reports indicating that 81.22% of participating voting power supported the proposal. TON Strategy said the rebrand changes the native **** et ticker, while the underlying blockchain and network name remain TON. No token swap, migration, bridge, claim, or conversion is required, and TON Strategy's Nasdaq ticker, TONX, is unchanged.
CEO Kevin Wilson called the move from Toncoin to Gram an "important identity milestone" for the TON ecosystem, saying the new name can help make the network easier for users to understand as TON develops around Telegram-native use cases. The company also said recent TON ecosystem developments have focused on improving usability, performance, and developer experience.
TON Strategy Co (NASDAQ:TONX) operates as an interactive video-based social commerce company.
On July 1, 2026, TON Strategy Co (NASDAQ:TONX) announced that it entered into a Rule 10b5-1 trading plan to facilitate the repurchase of common stock during a two-month period beginning July 1. The plan was established under the company's existing $250M stock repurchase authorization announced on September 3, 2025. Virtu Financial will serve as the executing broker under the plan.
On June 15, TON Strategy highlighted the TON community's rebrand of Toncoin, the native currency of The Open Network, to "Gram." The rebrand followed a community governance vote that concluded on June 8, 2026, with public reports indicating that 81.22% of participating voting power supported the proposal. TON Strategy said the rebrand changes the native **** et ticker, while the underlying blockchain and network name remain TON. No token swap, migration, bridge, claim, or conversion is required, and TON Strategy's Nasdaq ticker, TONX, is unchanged.
CEO Kevin Wilson called the move from Toncoin to Gram an "important identity milestone" for the TON ecosystem, saying the new name can help make the network easier for users to understand as TON develops around Telegram-native use cases. The company also said recent TON ecosystem developments have focused on improving usability, performance, and developer experience.
TON Strategy Co (NASDAQ:TONX) operates as an interactive video-based social commerce company.
4 months ago
TTM Technologies Inc. (NASDAQ:TTMI) is one of the best large cap stocks to buy according to ***** ysts. On June 17, TTM Technologies announced that its Mini-Xinger RF product portfolio has achieved AEC-Q200 qualification. This milestone validates the product line's conformance to the highest industry standards for passive component reliability, specifically tailored for automotive and high-reliability applications.
The AEC-Q200 accreditation confirms that these components meet rigorous requirements for stress testing, including temperature cycling, mechanical shock, vibration, and humidity. By passing these tests, the Mini-Xinger series demonstrates consistent, long-term performance necessary for operating in the most demanding environments.
Posonskyi Andrey/Shutterstock.com
Long recognized for its role in satellite navigation and automotive telecommunications, the Xinger brand is increasingly utilized in commercial ***** e applications where thermal stability is essential. This qualification provides customers in these critical markets with ***** urance regarding the performance and durability of TTM Technologies Inc.'s (NASDAQ:TTMI) specialized RF components.
TTM Technologies Inc. (NASDAQ:TTMI) is a US-based global manufacturer of advanced printed circuit boards (PCBs), RF components, and microelectronic ***** emblies serving aerospace, defense, automotive, data center, medical, and industrial markets.
The AEC-Q200 accreditation confirms that these components meet rigorous requirements for stress testing, including temperature cycling, mechanical shock, vibration, and humidity. By passing these tests, the Mini-Xinger series demonstrates consistent, long-term performance necessary for operating in the most demanding environments.
Posonskyi Andrey/Shutterstock.com
Long recognized for its role in satellite navigation and automotive telecommunications, the Xinger brand is increasingly utilized in commercial ***** e applications where thermal stability is essential. This qualification provides customers in these critical markets with ***** urance regarding the performance and durability of TTM Technologies Inc.'s (NASDAQ:TTMI) specialized RF components.
TTM Technologies Inc. (NASDAQ:TTMI) is a US-based global manufacturer of advanced printed circuit boards (PCBs), RF components, and microelectronic ***** emblies serving aerospace, defense, automotive, data center, medical, and industrial markets.
