5 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
America's retirement bill is getting harder to ignore. Social Security is already the largest expenditure in the federal budget, and as more Americans reach retirement age, an increasingly large share of government spending is going toward older Americans. Podcast host and NYU Stern professor Scott Galloway thinks the imbalance is becoming a problem for everyone else.
"We now spend $5 on seniors for every $1 on children. Enough already," Galloway wrote in his "The Grown-Up Tax Bill" column in 2025. He argued that Social Security is part of a much larger transfer of wealth from younger and poorer Americans to an older, wealthier generation.
Don't Miss:
This Jeff Bezos-backed platform lets eligible investors buy fractional shares of rental properties for as little as $100.
#older
America's retirement bill is getting harder to ignore. Social Security is already the largest expenditure in the federal budget, and as more Americans reach retirement age, an increasingly large share of government spending is going toward older Americans. Podcast host and NYU Stern professor Scott Galloway thinks the imbalance is becoming a problem for everyone else.
"We now spend $5 on seniors for every $1 on children. Enough already," Galloway wrote in his "The Grown-Up Tax Bill" column in 2025. He argued that Social Security is part of a much larger transfer of wealth from younger and poorer Americans to an older, wealthier generation.
Don't Miss:
This Jeff Bezos-backed platform lets eligible investors buy fractional shares of rental properties for as little as $100.
#older
5 days ago
Welltower and Ventas posted SHOP NOI growth of 20.5% and 16.3%, respectively, as senior occupancy rates climb and new supply starts remain at record lows.
Roughly 2 million people turn 80 in 2026, and Ventas CEO Debra Cafaro says the senior population growth rate will more than double over the next decade.
OHI's 5.68% yield carries real tenant risk: Genesis Healthcare is in Chapter 11 with $148 million in loans outstanding and the CEO is retiring.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing and skilled nursing REITs are riding a demographic tide that shows up in the operating data. Roughly two million people will turn 80 in 2026 alone, and Ventas Chair and CEO Debra A. Cafaro told investors that "the leading edge of the nearly 70 million baby boomers has just begun turning 80 this year, ushering in a decade where the growth rate of the senior population more than doubles, yet new starts remain at record lows." Four US-listed equity REITs sit squarely in that trade. Dividend safety leads the **** ysis, so every payout is measured against FFO or AFFO, not GAAP earnings.
#ventas #welltower
Roughly 2 million people turn 80 in 2026, and Ventas CEO Debra Cafaro says the senior population growth rate will more than double over the next decade.
OHI's 5.68% yield carries real tenant risk: Genesis Healthcare is in Chapter 11 with $148 million in loans outstanding and the CEO is retiring.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing and skilled nursing REITs are riding a demographic tide that shows up in the operating data. Roughly two million people will turn 80 in 2026 alone, and Ventas Chair and CEO Debra A. Cafaro told investors that "the leading edge of the nearly 70 million baby boomers has just begun turning 80 this year, ushering in a decade where the growth rate of the senior population more than doubles, yet new starts remain at record lows." Four US-listed equity REITs sit squarely in that trade. Dividend safety leads the **** ysis, so every payout is measured against FFO or AFFO, not GAAP earnings.
#ventas #welltower
6 days ago
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
On days the S&P 500 rose over the past year, IBM captured about 83% of the gain. On days the index fell, IBM took about 102% of the loss. That is a one-year reading of daily moves. For investors evaluating a recent breakout, an asymmetric downside capture ratio warrants closer inspection.
IBM is not a quiet stock. Over the past five years it ran 30.3% annualized volatility against 17.2% for the S&P 500. Its daily moves have tracked the index with a correlation of only 0.36 across those five years, so most of that movement is IBM's own. Independence like that comes from what IBM sells, and when its customers buy.
Software is nearly 45% of IBM's revenue, and about 80% of that software revenue is recurring, coming from subscription and consumption products like Red Hat, HashiCorp and Confluent. The other 20% is transactional. Large clients buy the mainframe and its software stack on enterprise license agreements, generally treated as capital spending.
That last 20% is what slipped in the second quarter of 2026. Management says many clients redirected spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases. Tens of large deals did not close on time, and transaction processing revenue fell 9% while data grew 18%.
#revenue
On days the S&P 500 rose over the past year, IBM captured about 83% of the gain. On days the index fell, IBM took about 102% of the loss. That is a one-year reading of daily moves. For investors evaluating a recent breakout, an asymmetric downside capture ratio warrants closer inspection.
IBM is not a quiet stock. Over the past five years it ran 30.3% annualized volatility against 17.2% for the S&P 500. Its daily moves have tracked the index with a correlation of only 0.36 across those five years, so most of that movement is IBM's own. Independence like that comes from what IBM sells, and when its customers buy.
Software is nearly 45% of IBM's revenue, and about 80% of that software revenue is recurring, coming from subscription and consumption products like Red Hat, HashiCorp and Confluent. The other 20% is transactional. Large clients buy the mainframe and its software stack on enterprise license agreements, generally treated as capital spending.
That last 20% is what slipped in the second quarter of 2026. Management says many clients redirected spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases. Tens of large deals did not close on time, and transaction processing revenue fell 9% while data grew 18%.
#revenue
10 days ago
To summarize my investment approach, I prefer to buy companies with long histories of dividend increases and historically high yields. Those two traits don't come around all that often, and sometimes I find clusters of stocks in specific sectors. I need to think specifically about diversification, one of the simplest and most effective ways to reduce risk. Here's how I've done it as I've built my portfolio of around 34 investments.
The Motley Fool recommends that investors own 50 stocks. That's a perfectly fine number, but also a lot of work. And just owning 50 stocks doesn't actually mean you are diversified. You could own 50 technology stocks, for example, which would leave you with exposure to just a single sector. That's not diversification. Diversification is really about owning a reasonable number of investments across a wide range of sectors and ****** et classes.
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 »
My first step toward diversification was to take an honest look at what I want to achieve and what I'm capable of. My goal is a mixture of income and capital appreciation. I am fairly confident in my ability to select dividend stocks, though every investor makes mistakes from time to time, and I know I can only juggle so many stocks at once. In other words, 50 stocks are too many for me, so a core part of my diversification strategy is to outsource some of my work.
For example, I own two Baron mutual funds to gain exposure to growth stocks and smaller companies. I own several closed-end funds: one focused on healthcare stocks with an option income overlay, one investing in convertible securities, and one with a broadly diversified dividend portfolio. And I own three exchange-traded funds: one with an option income focus and two that use very different screening approaches to pick dividend stocks.
#Diversification #funds
The Motley Fool recommends that investors own 50 stocks. That's a perfectly fine number, but also a lot of work. And just owning 50 stocks doesn't actually mean you are diversified. You could own 50 technology stocks, for example, which would leave you with exposure to just a single sector. That's not diversification. Diversification is really about owning a reasonable number of investments across a wide range of sectors and ****** et classes.
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 »
My first step toward diversification was to take an honest look at what I want to achieve and what I'm capable of. My goal is a mixture of income and capital appreciation. I am fairly confident in my ability to select dividend stocks, though every investor makes mistakes from time to time, and I know I can only juggle so many stocks at once. In other words, 50 stocks are too many for me, so a core part of my diversification strategy is to outsource some of my work.
For example, I own two Baron mutual funds to gain exposure to growth stocks and smaller companies. I own several closed-end funds: one focused on healthcare stocks with an option income overlay, one investing in convertible securities, and one with a broadly diversified dividend portfolio. And I own three exchange-traded funds: one with an option income focus and two that use very different screening approaches to pick dividend stocks.
#Diversification #funds
11 days ago
Conagra Brands, Inc. (NYSE:CAG) faces a governance test alongside its turnaround. Reuters reported on September 7 that Institutional Shareholder Services, or ISS, recommended opposing executive compensation, citing weak financial performance and inadequately explained incentive targets.
The September 23 non-binding advisory vote covers fiscal 2026 named-executive compensation. It does not separately approve new CEO John Brase's package. Brase succeeded Sean Connolly on June 1, after fiscal 2026 ended, separating his compensation arrangements from the prior year's pay decisions.
The proxy lists Brase's annual base salary at $1.15 million, his annual incentive target at 150% of eligible salary, and annual long-term incentives of $7.3 million, split 60% into performance shares and 40% into restricted stock units. Incentive opportunities are not guaranteed realized pay.
Conagra Brands, Inc. (NYSE:CAG) needs executives willing to work through changes whose benefits may take several years to appear. Brase's priorities include restoring margins, investing in brands and the supply chain, simplifying operations, and rebalancing capital allocation.
A mix of performance awards and service-based equity can support that effort. Performance shares link rewards to results, while restricted units help retain leaders through disruption. Retention has value if it allows management to complete difficult changes instead of optimizing the next quarterly result.
#performance
The September 23 non-binding advisory vote covers fiscal 2026 named-executive compensation. It does not separately approve new CEO John Brase's package. Brase succeeded Sean Connolly on June 1, after fiscal 2026 ended, separating his compensation arrangements from the prior year's pay decisions.
The proxy lists Brase's annual base salary at $1.15 million, his annual incentive target at 150% of eligible salary, and annual long-term incentives of $7.3 million, split 60% into performance shares and 40% into restricted stock units. Incentive opportunities are not guaranteed realized pay.
Conagra Brands, Inc. (NYSE:CAG) needs executives willing to work through changes whose benefits may take several years to appear. Brase's priorities include restoring margins, investing in brands and the supply chain, simplifying operations, and rebalancing capital allocation.
A mix of performance awards and service-based equity can support that effort. Performance shares link rewards to results, while restricted units help retain leaders through disruption. Retention has value if it allows management to complete difficult changes instead of optimizing the next quarterly result.
#performance
12 days ago
Etsy Inc (NASDAQ:ETSY) stock is down 2.6% to trade at $70.20 today amid broader market pressure, though Argus reiterated its "buy" rating and lifted its price target to $89 from $67. The $70 level has served as both support and resistance in recent months and could provide a potential pivot point for the shares. What's more, the e-commerce name is now within striking distance of a historically bullish trendline.
According to Schaeffer's Senior Quantitative ***** yst Rocky White, Etsy stock is trading within 0.75 times the 100-day moving averages' 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared 13 other times over the last decade, after which the stock was higher one month later 77% of the time, averaging a 10.3% gain.
Short interest represents 10.8% of the stock's available float, and would take shorts over three days to cover at the stock's average pace of trading. A move higher could pressure some of these bearish bettors to exit their positions, creating additional buying power.
Now also looks like a good time to weigh in on ETSY's next move with options. The stock's Schaeffer's Volatility Index (SVI) of 49% sits in the low 10th percentile of its annual range, suggesting options traders are pricing in relatively low volatility expectations at the moment.
#trading #volatility #within
According to Schaeffer's Senior Quantitative ***** yst Rocky White, Etsy stock is trading within 0.75 times the 100-day moving averages' 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared 13 other times over the last decade, after which the stock was higher one month later 77% of the time, averaging a 10.3% gain.
Short interest represents 10.8% of the stock's available float, and would take shorts over three days to cover at the stock's average pace of trading. A move higher could pressure some of these bearish bettors to exit their positions, creating additional buying power.
Now also looks like a good time to weigh in on ETSY's next move with options. The stock's Schaeffer's Volatility Index (SVI) of 49% sits in the low 10th percentile of its annual range, suggesting options traders are pricing in relatively low volatility expectations at the moment.
#trading #volatility #within
12 days ago
September S&P 500 E-Mini futures (ESU26) are down -0.27% this morning as escalating hostilities in the Middle East pushed oil prices higher, fueling inflation concerns and sapping risk appetite.
Oil prices climbed on Wednesday as fighting between the U.S. and Iran intensified, with no clear path toward de-escalation in sight. Brent crude rose above $100 a barrel for the first time since July, while WTI crude climbed above $95 a barrel. The U.S. military destroyed five Iranian tankers on Tuesday in retaliation for attempts to strike a U.S. Navy warship with ballistic missiles, according to Central Command. Iran responded by launching ballistic missiles at Jordan and issuing a warning to ships in the Persian Gulf.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ****** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#Iran #Stock #prices
Oil prices climbed on Wednesday as fighting between the U.S. and Iran intensified, with no clear path toward de-escalation in sight. Brent crude rose above $100 a barrel for the first time since July, while WTI crude climbed above $95 a barrel. The U.S. military destroyed five Iranian tankers on Tuesday in retaliation for attempts to strike a U.S. Navy warship with ballistic missiles, according to Central Command. Iran responded by launching ballistic missiles at Jordan and issuing a warning to ships in the Persian Gulf.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ****** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#Iran #Stock #prices
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18 days ago
San Jose, California-based Cadence Design Systems, Inc. (CDNS) is a technology company that provides AI-driven design and computational software for semiconductor and system innovation. With a market capitalization of approximately $86.2 billion, its solutions help leading companies design and develop next-generation chips and electronic systems across industries, including AI, automotive, aerospace, and robotics.
Companies worth $10 billion to $200 billion are generally described as "large-cap stocks," and Cadence Design Systems definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the software application industry. Cadence Design Systems stands out for its innovative AI-driven software, hardware, and semiconductor IP solutions. Its strong financial position, significant revenue growth, and expanding product portfolio support steady future revenue and strengthen its competitive position in the EDA market.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#systems #cadence #market #Stock
Companies worth $10 billion to $200 billion are generally described as "large-cap stocks," and Cadence Design Systems definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the software application industry. Cadence Design Systems stands out for its innovative AI-driven software, hardware, and semiconductor IP solutions. Its strong financial position, significant revenue growth, and expanding product portfolio support steady future revenue and strengthen its competitive position in the EDA market.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#systems #cadence #market #Stock
19 days ago
Wilmington, Massachusetts-based ***** og Devices, Inc. (ADI) designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products. Valued at $171.8 billion by market cap, the company's products are used in communications, computer, industrial, instrumentation, military, aerospace, automotive, and high-performance consumer electronics applications.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ADI definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the semiconductors industry. ADI commands a strong competitive position in high-performance ***** og and mixed-signal semiconductors, underpinned by its global leadership in data converters. Its moat is built on a deep proprietary IP portfolio, entrenched relationships in high-margin industrial, automotive and healthcare markets, and expanded signal-chain and power management capabilities from strategic acquisitions. The company further benefits from a resilient hybrid manufacturing model and strong pricing power, supported by the long, sticky lifecycles typical of critical ***** og components.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#analog #high #Stock #products
Companies worth $10 billion or more are generally described as "large-cap stocks," and ADI definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the semiconductors industry. ADI commands a strong competitive position in high-performance ***** og and mixed-signal semiconductors, underpinned by its global leadership in data converters. Its moat is built on a deep proprietary IP portfolio, entrenched relationships in high-margin industrial, automotive and healthcare markets, and expanded signal-chain and power management capabilities from strategic acquisitions. The company further benefits from a resilient hybrid manufacturing model and strong pricing power, supported by the long, sticky lifecycles typical of critical ***** og components.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#analog #high #Stock #products
20 days ago
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) report within a day of each other this week. Dell goes first on Sept. 1, followed by HPE on Sept. 2. J.P. Morgan expects both to lift guidance again, helped by strong AI server demand and steady demand for ordinary, non-AI gear. ****** ysts estimate revenue of $44.5 billion and adjusted EPS of $4.92 for Dell and revenue of $11.94 billion and adjusted EPS of $0.93 for HPE. Both stocks rose sharply after their last reports, and the market is expecting more good news again. That is why I think the headline beat matters less this time around.
Dell has already set the bar high. During its last quarterly release, it lifted the full-year revenue outlook from $140 billion to $167 billion and nearly doubled its GAAP EPS guidance to a $17.31 midpoint. Its AI backlog sits at $51 billion, with AI revenue guided to $60 billion for the year. Another raise is widely expected, and the stock is priced for it. HPE is coming off with similar momentum. In June, it posted record revenue and margins, raised its full-year outlook, and pulled its fiscal 2028 profit target forward by two full years. A lot of that comes from Juniper. HPE's networking carries far richer margins than servers do. So Dell is the bigger growth story, while HPE is quietly building the better-quality one.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#dear #fans
Dell has already set the bar high. During its last quarterly release, it lifted the full-year revenue outlook from $140 billion to $167 billion and nearly doubled its GAAP EPS guidance to a $17.31 midpoint. Its AI backlog sits at $51 billion, with AI revenue guided to $60 billion for the year. Another raise is widely expected, and the stock is priced for it. HPE is coming off with similar momentum. In June, it posted record revenue and margins, raised its full-year outlook, and pulled its fiscal 2028 profit target forward by two full years. A lot of that comes from Juniper. HPE's networking carries far richer margins than servers do. So Dell is the bigger growth story, while HPE is quietly building the better-quality one.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#dear #fans
21 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvidia Corporation stock is the best performing S&P 500 component over the last 10 years, 15 years and 20 years and one of the top five best performing of the last five years. While that's great news for Nvidia shareholders, CEO Jensen Huang would rather build than look at the company's stock price.
While the wealth of Huang has soared in recent years alongside the soaring stock price of Nvidia, the CEO and co-founder wouldn't know it on most days.
That's because Huang sometimes doesn't even look at the Nvidia stock price.
Don't Miss:
#price #five #look
Nvidia Corporation stock is the best performing S&P 500 component over the last 10 years, 15 years and 20 years and one of the top five best performing of the last five years. While that's great news for Nvidia shareholders, CEO Jensen Huang would rather build than look at the company's stock price.
While the wealth of Huang has soared in recent years alongside the soaring stock price of Nvidia, the CEO and co-founder wouldn't know it on most days.
That's because Huang sometimes doesn't even look at the Nvidia stock price.
Don't Miss:
#price #five #look
25 days ago
There are times when I cannot sigh hard enough, and the recent raft of NHL-based ETF filings is giving me lung-spasms.
The current state of affairs is this:
August 14, Volatility Shares files for ETFs tracking the September-trading CME futures on the CME FSPI NHL Indexes. Sumit covered it here.
August 21, Roundhill files for, essentially, the same suite of products.
August 25 (last night), LeagueShares files for vanilla and daily-reset 2X levered versions.
#august #indexes #sumit #roundhill
The current state of affairs is this:
August 14, Volatility Shares files for ETFs tracking the September-trading CME futures on the CME FSPI NHL Indexes. Sumit covered it here.
August 21, Roundhill files for, essentially, the same suite of products.
August 25 (last night), LeagueShares files for vanilla and daily-reset 2X levered versions.
#august #indexes #sumit #roundhill
28 days ago
This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter.
The Trial Balance is CFO.com's weekly preview of stories, stats and events to help you prepare.
Silicon Valley still has plenty of tech talent, but according to new data, it no longer has the most.
New York City surpassed the San Francisco Bay Area as the largest tech talent market in the U.S. in 2025, according to CBRE's latest Scoring Tech Talent report. The New York metro area had 394,300 tech workers last year, compared with 375,730 in the Bay Area, marking the first time New York has come out ahead of San Francisco in the report's 13-year history.
A big part of the shift is coming from artificial intelligence, but also from who is hiring that talent. While Bay Area tech companies have cut jobs, New York's financial services sector has been adding technology and AI workers. That puts banks and other finance-heavy companies in increasingly direct competition with traditional tech companies for the same people.
#Tech
The Trial Balance is CFO.com's weekly preview of stories, stats and events to help you prepare.
Silicon Valley still has plenty of tech talent, but according to new data, it no longer has the most.
New York City surpassed the San Francisco Bay Area as the largest tech talent market in the U.S. in 2025, according to CBRE's latest Scoring Tech Talent report. The New York metro area had 394,300 tech workers last year, compared with 375,730 in the Bay Area, marking the first time New York has come out ahead of San Francisco in the report's 13-year history.
A big part of the shift is coming from artificial intelligence, but also from who is hiring that talent. While Bay Area tech companies have cut jobs, New York's financial services sector has been adding technology and AI workers. That puts banks and other finance-heavy companies in increasingly direct competition with traditional tech companies for the same people.
#Tech
1 month ago
Wall Street has spent the last week absorbing Nvidia's (NVDA) plan to arrange half a trillion dollars of other people's money, and the sharpest objection came from someone who was explicitly trying to argue the other side. Asked on the All-In podcast published Aug. 14 where the arrangement could break, David Sacks, while still an overall bull on AI and similar, is acutely aware of the risks of the massive, multi-trillion-dollar AI buildout, saying, "The biggest risk to me is not on the demand side," he said. "The biggest risk is that you get a glut of compute and you get an overbuild. And in the same way that we had dark fiber after the dotcom crash, if you had dark GPUs, that'd be a disaster for everyone."
On Aug. 10, Nvidia said it had signed memorandums of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (BN), Goldman Sachs (GS), and KKR (KKR) to establish independent compute financing platforms to "mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time." The release adds that the partnerships "remain subject to execution of the final agreements." Meaning, that figure is an aspiration, not raised money, not committed money, and not Nvidia revenue. Several outlets blurred the distinction.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
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QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#trillion #side #biggest #risk
On Aug. 10, Nvidia said it had signed memorandums of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (BN), Goldman Sachs (GS), and KKR (KKR) to establish independent compute financing platforms to "mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time." The release adds that the partnerships "remain subject to execution of the final agreements." Meaning, that figure is an aspiration, not raised money, not committed money, and not Nvidia revenue. Several outlets blurred the distinction.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#trillion #side #biggest #risk
1 month ago
This story was originally published on Social Media Today. To receive daily news and insights, subscribe to our free daily Social Media Today newsletter.
Meta is facing an unprecedented legal battle as the company defends itself against a coalition of 29 state attorneys general in the U.S. The state AGs allege that the company intentionally designed addictive systems, despite knowing that those systems pose risks to users.
As reported by CNBC, Meta could be looking at the most significant penalties in its history if it loses this new trial. The lawsuit hinges on whether the company failed in its responsibilities to protect users from harm.
The court trial, which begins August 18 in California, stems from a federal complaint filed by a coalition of attorneys general in 2023. In that, the AGs alleged that Meta "designed and deployed harmful features on Instagram and Facebook that addict children and teens to their mental and physical detriment."
That federal case was largely based on the "Facebook Files" expose, published in The Wall Street Journal in 2021. That report focused on leaked internal documents shared by Meta whistleblower Frances Haugen, which showed that Meta's own internal research had repeatedly found that Facebook and Instagram were both harmful for various categories of susceptible people. The report alleged that Meta ignored this in order to prioritize company profits.
#company #Media #today #daily
Meta is facing an unprecedented legal battle as the company defends itself against a coalition of 29 state attorneys general in the U.S. The state AGs allege that the company intentionally designed addictive systems, despite knowing that those systems pose risks to users.
As reported by CNBC, Meta could be looking at the most significant penalties in its history if it loses this new trial. The lawsuit hinges on whether the company failed in its responsibilities to protect users from harm.
The court trial, which begins August 18 in California, stems from a federal complaint filed by a coalition of attorneys general in 2023. In that, the AGs alleged that Meta "designed and deployed harmful features on Instagram and Facebook that addict children and teens to their mental and physical detriment."
That federal case was largely based on the "Facebook Files" expose, published in The Wall Street Journal in 2021. That report focused on leaked internal documents shared by Meta whistleblower Frances Haugen, which showed that Meta's own internal research had repeatedly found that Facebook and Instagram were both harmful for various categories of susceptible people. The report alleged that Meta ignored this in order to prioritize company profits.
#company #Media #today #daily
1 month ago
Google has fired its latest shot at Apple (AAPL) just weeks before the expected September iPhone debut. Alphabet's (GOOG) (GOOGL) subsidiary has launched its new Pixel 11 lineup, putting Gemini AI at the center of its latest smartphone push and giving investors a fresh look at how Google plans to compete in the AI-powered device market.
That timing matters for investors. Pixel remains a small business compared with Google Search, advertising, and Cloud, but the hardware gives Alphabet a direct way to put Gemini in front of millions of consumers. If Google can use Pixel to strengthen its AI ecosystem and take even a modest share from Apple, the strategic payoff could be much larger than phone sales alone.
Mark Cuban Says If You Win The Lottery, Don't Take The Lump Sum — And Tell People Who Ask for Money No, But 'Be Nice. No One Likes a Mean Billionaire'
Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here
JPMorgan Just Upgraded Salesforce Stock. Here's Why.
#pixel #latest #aapl
That timing matters for investors. Pixel remains a small business compared with Google Search, advertising, and Cloud, but the hardware gives Alphabet a direct way to put Gemini in front of millions of consumers. If Google can use Pixel to strengthen its AI ecosystem and take even a modest share from Apple, the strategic payoff could be much larger than phone sales alone.
Mark Cuban Says If You Win The Lottery, Don't Take The Lump Sum — And Tell People Who Ask for Money No, But 'Be Nice. No One Likes a Mean Billionaire'
Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here
JPMorgan Just Upgraded Salesforce Stock. Here's Why.
#pixel #latest #aapl
1 month ago
Coinbase (NASDAQ: COIN) CEO Brian Armstrong recently claimed crypto "doesn't get enough credit for the financial access it's already unlocked for the world" in a post on X. Armstrong noted that stablecoins allowed "anyone, anywhere" to access a low-inflation currency and send it "24/7 for a fraction of a cent", that decentralized finance (DeFi) applications gave "anyone access to credit" and unbanked individuals access to financial services, and that tokenized stocks would expose four billion "unbrokered people" to the U.S. stock market.
Armstrong's bullish take isn't surprising, since Coinbase is one of the world's largest cryptocurrency exchanges. If you agree with Armstrong's perspective, then it might be a good time to review how those catalysts could boost your crypto portfolio's long-term returns.
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 market's largest stablecoins, Tether (CRYPTO: USDT) and USD Coin (CRYPTO: USDC), are pegged to the U.S. dollar. Tether is more widely used overseas, while USD Coin -- which is only minted by Circle (NYSE: CRCL) -- is the leading stablecoin in the U.S. market.
Stablecoins can be deposited into third-party lending markets, automated market makers, and liquidity pools to earn higher yields than traditional dollar-based savings accounts. However, some of those platforms are much riskier than FDIC-backed banking accounts.
#stablecoins
Armstrong's bullish take isn't surprising, since Coinbase is one of the world's largest cryptocurrency exchanges. If you agree with Armstrong's perspective, then it might be a good time to review how those catalysts could boost your crypto portfolio's long-term returns.
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 market's largest stablecoins, Tether (CRYPTO: USDT) and USD Coin (CRYPTO: USDC), are pegged to the U.S. dollar. Tether is more widely used overseas, while USD Coin -- which is only minted by Circle (NYSE: CRCL) -- is the leading stablecoin in the U.S. market.
Stablecoins can be deposited into third-party lending markets, automated market makers, and liquidity pools to earn higher yields than traditional dollar-based savings accounts. However, some of those platforms are much riskier than FDIC-backed banking accounts.
#stablecoins
2 months ago
Tesla (TSLA) is one stock that remains in the spotlight every week. After missing on second-quarter earnings, Tesla is now reportedly considering selling or spinning off its China business to clear a potential path toward a merger with **** eX (SPCX), according to a report from The Wall Street Journal. CEO Elon Musk has dismissed the report as "absurdly fake news." Still, the speculation raises an important question for Tesla investors: What would happen to TSLA stock if the company actually separated its China operations?
The idea is tied to national security concerns surrounding **** eX's U.S. government and defense contracts. Separating Tesla's China business could theoretically make a combination easier from a regulatory standpoint. Reuters also notes that Tesla's China operations could be difficult to separate given the importance of the company's Shanghai factory to global production.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
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Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and **** eX Earnings on Tap
#tesla #selling
The idea is tied to national security concerns surrounding **** eX's U.S. government and defense contracts. Separating Tesla's China business could theoretically make a combination easier from a regulatory standpoint. Reuters also notes that Tesla's China operations could be difficult to separate given the importance of the company's Shanghai factory to global production.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and **** eX Earnings on Tap
#tesla #selling
2 months ago
Elon Musk says ***** eX (SPCX) is looking to have as much as 20 gigawatts' worth of power, cooling, and electrical infrastructure tied to the company's AI hyperscaler ambitions by the end of next year.
Twenty gigawatts represents an enormous amount of power, nearly half of the 53 gigawatts of new power generation capacity added to the US power grid in 2025. Such large demand is set to be another boon for the industrial companies benefiting from unrelenting demand for the power equipment and other infrastructure needed to support the AI boom, from natural gas turbines to HVAC systems.
"SpaceX commentary on power got our attention," James West, managing director at Melius Research, said in a recent note to clients. "This is a clear positive for equipment suppliers."
Elon Musk has made ***** eX's hyperscaler ambitions a driving focus of the firm, with more than 90% of the company's total addressable market — or roughly $26.5 trillion — forecast to come from AI, per ***** eX's prospectus.
In ***** eX's first earnings call as a public company, Musk said he expects the company to have 2 gigawatts of compute capacity available, with plans to have as much as 10 gigawatts of compute online by the end of next year.
#infrastructure #hyperscaler #next
Twenty gigawatts represents an enormous amount of power, nearly half of the 53 gigawatts of new power generation capacity added to the US power grid in 2025. Such large demand is set to be another boon for the industrial companies benefiting from unrelenting demand for the power equipment and other infrastructure needed to support the AI boom, from natural gas turbines to HVAC systems.
"SpaceX commentary on power got our attention," James West, managing director at Melius Research, said in a recent note to clients. "This is a clear positive for equipment suppliers."
Elon Musk has made ***** eX's hyperscaler ambitions a driving focus of the firm, with more than 90% of the company's total addressable market — or roughly $26.5 trillion — forecast to come from AI, per ***** eX's prospectus.
In ***** eX's first earnings call as a public company, Musk said he expects the company to have 2 gigawatts of compute capacity available, with plans to have as much as 10 gigawatts of compute online by the end of next year.
#infrastructure #hyperscaler #next
2 months ago
ArcBest's second-quarter results showed operational improvements in both of its business segments. It is benefitting from heavier shipment weights on the ***** et-based side of the house while cost initiatives have pushed its logistics offering back into profitability.
ArcBest's (NASDAQ: ARCB) ***** et-based unit, which includes less-than-truckload subsidiary ABF Freight, reported a 10% y/y increase in revenue to $784 million. Tonnage per day was 5% higher as a 3% decline in shipments was more than offset by an 8% increase in weight per shipment.
Tonnage growth on a y/y comparison was fairly steady throughout the quarter—up 6.1% in April, up 4.6% in May and up 4.1% in June. The two-year-stacked comps were up 10%, 11% and 7%, respectively.
Tonnage growth accelerated in July, up 8% y/y (plus-9.3% on a two-year-stacked comp). Management said on a Wednesday call with ***** ysts that tonnage normally declines 4.6% from June to July but is only down 1% this year.
Some freight lost to a depressed truckload market has returned as TL spot rates have climbed. This is driving average shipment weights higher. ArcBest is capturing low-double-digit rate increases on TL shipments.
#tonnage #freight #quarter #based
ArcBest's (NASDAQ: ARCB) ***** et-based unit, which includes less-than-truckload subsidiary ABF Freight, reported a 10% y/y increase in revenue to $784 million. Tonnage per day was 5% higher as a 3% decline in shipments was more than offset by an 8% increase in weight per shipment.
Tonnage growth on a y/y comparison was fairly steady throughout the quarter—up 6.1% in April, up 4.6% in May and up 4.1% in June. The two-year-stacked comps were up 10%, 11% and 7%, respectively.
Tonnage growth accelerated in July, up 8% y/y (plus-9.3% on a two-year-stacked comp). Management said on a Wednesday call with ***** ysts that tonnage normally declines 4.6% from June to July but is only down 1% this year.
Some freight lost to a depressed truckload market has returned as TL spot rates have climbed. This is driving average shipment weights higher. ArcBest is capturing low-double-digit rate increases on TL shipments.
#tonnage #freight #quarter #based
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.
Philips had the kind of quarter that sounds great until you read past the headline. Sales up, margins up, cash flow guidance up. Then you notice the margin beat is wearing a costume: a U.S. tariff refund, not better medicine.
Philips posted second-quarter sales of €4.4 billion (about $5 billion), up 4% on a comparable basis. Adjusted EBITA margin jumped to 16.4%, but a €186 million US tariff refund did most of the actual lifting, worth 4.2 percentage points out of €609 million in operating income. Take that refund away and underlying margin actually slipped.
Orders told a rougher story: comparable intake fell 1%, dragged down by several big Connected Care contracts in North America that simply slid into next quarter. Europe, meanwhile, posted strong double-digit order growth, no asterisk required. All three divisions still grew, Diagnosis & Treatment up 2%, Connected Care up 2%, Personal Health up a genuinely solid 8%.
Management left full-year sales guidance untouched at 3-4.5%, but raised margin guidance to 13.5-14% and lifted free cash flow guidance to €1.5-1.7 billion, all while quietly excluding the still-unresolved Respironics legal mess, including active US investigations. Shares fell anyway. Investors did the math on the refund themselves.
#billion #connected
Philips had the kind of quarter that sounds great until you read past the headline. Sales up, margins up, cash flow guidance up. Then you notice the margin beat is wearing a costume: a U.S. tariff refund, not better medicine.
Philips posted second-quarter sales of €4.4 billion (about $5 billion), up 4% on a comparable basis. Adjusted EBITA margin jumped to 16.4%, but a €186 million US tariff refund did most of the actual lifting, worth 4.2 percentage points out of €609 million in operating income. Take that refund away and underlying margin actually slipped.
Orders told a rougher story: comparable intake fell 1%, dragged down by several big Connected Care contracts in North America that simply slid into next quarter. Europe, meanwhile, posted strong double-digit order growth, no asterisk required. All three divisions still grew, Diagnosis & Treatment up 2%, Connected Care up 2%, Personal Health up a genuinely solid 8%.
Management left full-year sales guidance untouched at 3-4.5%, but raised margin guidance to 13.5-14% and lifted free cash flow guidance to €1.5-1.7 billion, all while quietly excluding the still-unresolved Respironics legal mess, including active US investigations. Shares fell anyway. Investors did the math on the refund themselves.
#billion #connected
2 months ago
A single first RMD can push a retiree two IRMAA brackets higher, jumping Medicare Part B premiums from $203 to $406 per month.
IRMAA brackets work as cliffs, meaning that crossing a threshold by even $1 triggers the full surcharge for the entire year based on income from two years prior.
Qualified Charitable Distributions and pre-RMD Roth conversions are the primary tools retirees use to reduce IRMAA exposure before distributions begin.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
The standard 2026 Medicare Part B premium is $202.90 a month, up from $185.00 in 2025, and for most beneficiaries, that number is the whole story. For a retiree who took his first Required Minimum Distribution in December and watched it land on top of his other income, the figure that arrived from Social Security was different: $405.80 a month. Same coverage, same doctors, two brackets higher on the Income-Related Monthly Adjustment Amount schedule.
#first #part
IRMAA brackets work as cliffs, meaning that crossing a threshold by even $1 triggers the full surcharge for the entire year based on income from two years prior.
Qualified Charitable Distributions and pre-RMD Roth conversions are the primary tools retirees use to reduce IRMAA exposure before distributions begin.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
The standard 2026 Medicare Part B premium is $202.90 a month, up from $185.00 in 2025, and for most beneficiaries, that number is the whole story. For a retiree who took his first Required Minimum Distribution in December and watched it land on top of his other income, the figure that arrived from Social Security was different: $405.80 a month. Same coverage, same doctors, two brackets higher on the Income-Related Monthly Adjustment Amount schedule.
#first #part
2 months ago
The PHLX Semiconductor Sector index has jumped by an impressive 68% this year despite the recent sell-off in this sector. These impressive gains have been fueled by the terrific demand for chips, which play a critical role in powering artificial intelligence (AI) infrastructure.
However, shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) have underperformed the semiconductor sector in 2026, gaining just 33% as of this writing. This is even though TSMC is one of the most important companies in the AI infrastructure ecosystem. Its latest results provide further indication that it is winning big from the massive spending on AI data centers.
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 »
More importantly, TSMC is well-positioned to continue benefiting from the AI infrastructure boom. Let's look at the reasons why it seems like a bad idea to overlook this solid semiconductor stock.
TSMC released its second-quarter 2026 earnings report on July 16. The company's revenue increased 34% year over year to $40.2 billion, while earnings per share jumped by an even more impressive 77% from the year-ago period to $4.31. The numbers exceeded ****** ysts' expectations, and its guidance was the icing on the cake.
#year
However, shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) have underperformed the semiconductor sector in 2026, gaining just 33% as of this writing. This is even though TSMC is one of the most important companies in the AI infrastructure ecosystem. Its latest results provide further indication that it is winning big from the massive spending on AI data centers.
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 »
More importantly, TSMC is well-positioned to continue benefiting from the AI infrastructure boom. Let's look at the reasons why it seems like a bad idea to overlook this solid semiconductor stock.
TSMC released its second-quarter 2026 earnings report on July 16. The company's revenue increased 34% year over year to $40.2 billion, while earnings per share jumped by an even more impressive 77% from the year-ago period to $4.31. The numbers exceeded ****** ysts' expectations, and its guidance was the icing on the cake.
#year
2 months ago
By
July 22, 2026 7:57 pm ET
Listen
(2 min)
Union Pacific UNP 4.02%
increase; up pointing triangle
reached a deal with Canadian National Railway CNR 2.05%
increase; up pointing triangle
to give the Montreal railroad further access in the Midwest in exchange for ending its opposition to Union Pacific’s $71.5 billion merger with Norfolk Southern NSC 5.32%
increase; up pointing triangle
.
#increase #pointing #canadian #railway
July 22, 2026 7:57 pm ET
Listen
(2 min)
Union Pacific UNP 4.02%
increase; up pointing triangle
reached a deal with Canadian National Railway CNR 2.05%
increase; up pointing triangle
to give the Montreal railroad further access in the Midwest in exchange for ending its opposition to Union Pacific’s $71.5 billion merger with Norfolk Southern NSC 5.32%
increase; up pointing triangle
.
#increase #pointing #canadian #railway
2 months ago
iShares U.S. Aerospace & Defense ETF (NYSEMKT:ITA) provides a lower-cost entry to the sector, while First Trust Indxx Aerospace & Defense ETF (NYSEMKT:MISL) offers a unique tilt by including defense-related technology firms.
Investors seeking exposure to the aviation and defense industries often look to specialized ETFs to capture sector-specific growth. Aerospace and defense ETFs offer exposure to national security budgets and commercial aviation cycles. This **** ysis compares two popular options that differ in scale, cost, and historical performance.
Metric
MISL
ITA
Investors seeking exposure to the aviation and defense industries often look to specialized ETFs to capture sector-specific growth. Aerospace and defense ETFs offer exposure to national security budgets and commercial aviation cycles. This **** ysis compares two popular options that differ in scale, cost, and historical performance.
Metric
MISL
ITA
2 months ago
Phillips 66 (NYSE:PSX) is one of the 8 Most Undervalued Growth Stocks to Buy for the Next 10 Years. Phillips 66 (NYSE:PSX) is one of the most undervalued growth stocks to buy for the next 10 years. On July 2, Wells Fargo ******* yst Sam Margolin maintained a Buy rating on the stock. The ******* yst also ******* igned a target price of $201 to the stock.
Earlier, on June 24, CEO Mark Lashier said that refining and petrochemical companies will continue to see greater volatility due to uncertainty stemming from disruptions in the Strait of Hormuz. He added that the company reduced its refining costs by about $1 per barrel and aims to lower costs further to $5.50 per barrel. However, refining operations in California remain more expensive, with costs around $15 per barrel. Moreover, the company has improved its refinery performance by producing higher-value products. Lashier remarked:
"We actually have improved our yield of high-value products for our refineries, and we've enhanced our utilization, running our refineries at higher rates as we've lowered the cost"
Additionally, it will take time for global crude oil supplies to return to normal because uncertainty remains around shipping through the Strait of Hormuz. Around 90 to 100 million barrels of crude oil are still stuck in the region. This is because there isn't enough room to store more oil. As a result, it will take a long time for the supply bottleneck to clear.
CEO Mark Lashier, highlighting the challenges of restoring normal oil flows, said:
Earlier, on June 24, CEO Mark Lashier said that refining and petrochemical companies will continue to see greater volatility due to uncertainty stemming from disruptions in the Strait of Hormuz. He added that the company reduced its refining costs by about $1 per barrel and aims to lower costs further to $5.50 per barrel. However, refining operations in California remain more expensive, with costs around $15 per barrel. Moreover, the company has improved its refinery performance by producing higher-value products. Lashier remarked:
"We actually have improved our yield of high-value products for our refineries, and we've enhanced our utilization, running our refineries at higher rates as we've lowered the cost"
Additionally, it will take time for global crude oil supplies to return to normal because uncertainty remains around shipping through the Strait of Hormuz. Around 90 to 100 million barrels of crude oil are still stuck in the region. This is because there isn't enough room to store more oil. As a result, it will take a long time for the supply bottleneck to clear.
CEO Mark Lashier, highlighting the challenges of restoring normal oil flows, said:
2 months ago
This story was originally published on QSR. To receive daily news and insights, subscribe to our free daily QSR AM Jolt.
Checkers and Rally's, the iconic double drive-thru burger and fries brand known for its legendary taste, undeniable value, and game-changing innovation, has announced a 10-restaurant acquisition across the Gulf Coast. The expansion brings experienced multi-unit operator Spencer Marks to the Checkers & Rally's franchise system through the acquisition of six restaurants in Mobile, Alabama, and four restaurants in Biloxi, Mississippi, with plans for future new development.
Marks brings nearly two decades of restaurant ownership and operations experience to the brand. Since entering franchising in 2011, he has built an expansive multi-unit, multi-brand portfolio by identifying growth opportunities, strengthening performance, and developing high-performing teams. His leadership and operational expertise position him to build on the momentum of the Mobile and Biloxi markets while delivering an exceptional guest experience.
The acquisition reflects Marks' long-standing admiration for the Checkers & Rally's brand and its operating model. After exploring new growth opportunities, he recognized the potential of the Gulf Coast restaurants and chose to invest in the market to strengthen the business while supporting the brand's continued expansion.
"I'm energized by the revitalization of the Checkers & Rally's brand and the direction of its operational plans for innovation, reimaging, and expansion in the marketplace," said Marks. "Throughout my career, I've focused on identifying opportunities where strong leadership and operational excellence can make a meaningful impact. I see tremendous potential across these restaurants, and I'm excited to build great teams, enhance performance, and simultaneously grow our footprint."
Checkers and Rally's, the iconic double drive-thru burger and fries brand known for its legendary taste, undeniable value, and game-changing innovation, has announced a 10-restaurant acquisition across the Gulf Coast. The expansion brings experienced multi-unit operator Spencer Marks to the Checkers & Rally's franchise system through the acquisition of six restaurants in Mobile, Alabama, and four restaurants in Biloxi, Mississippi, with plans for future new development.
Marks brings nearly two decades of restaurant ownership and operations experience to the brand. Since entering franchising in 2011, he has built an expansive multi-unit, multi-brand portfolio by identifying growth opportunities, strengthening performance, and developing high-performing teams. His leadership and operational expertise position him to build on the momentum of the Mobile and Biloxi markets while delivering an exceptional guest experience.
The acquisition reflects Marks' long-standing admiration for the Checkers & Rally's brand and its operating model. After exploring new growth opportunities, he recognized the potential of the Gulf Coast restaurants and chose to invest in the market to strengthen the business while supporting the brand's continued expansion.
"I'm energized by the revitalization of the Checkers & Rally's brand and the direction of its operational plans for innovation, reimaging, and expansion in the marketplace," said Marks. "Throughout my career, I've focused on identifying opportunities where strong leadership and operational excellence can make a meaningful impact. I see tremendous potential across these restaurants, and I'm excited to build great teams, enhance performance, and simultaneously grow our footprint."
2 months ago
T-Mobile US Inc. (NASDAQ:TMUS) is one of the best QQQ Stocks to invest in. On July 7, T-Mobile announced a major evolution of its executive leadership team to accelerate its expansion into new business areas, including AI and 6G development. Wireless industry veteran Chris Sambar will join the company as Chief Enterprise Officer by mid-October, where he will lead the expansion of T-Mobile's SMB, enterprise, and government portfolios while scaling emerging growth opportunities like T-Ads and Physical AI.
Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.
Kappri/Shutterstock.com
These leadership changes coincide with the departure of Mike Katz, the company's Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile's momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company's recent capital markets updates.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.
Kappri/Shutterstock.com
These leadership changes coincide with the departure of Mike Katz, the company's Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile's momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company's recent capital markets updates.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
