2 months ago
GE Aerospace (GE) has more engine work booked than it can currently perform, and that visibility is much of why people own the shares. The option chain does not treat the stock as settled. At about $307, contracts running twelve months out carry a band from near $216.93 to near $434.6, with roughly a two-in-three chance the stock finishes inside it.
Read that band as money. The ceiling near $434.6 sits about 41.5% above today's price, and the floor near $216.93 sits about 29.4% below it. Whatever money you have in GE, the options market prices about $90 of every $307 coming off, or about $128 going on, inside twelve months.
The two distances are not equal. A share price cannot fall below zero while nothing caps the upside, so the ceiling always sits further out than the floor. That is arithmetic rather than a view on GE.
The floor is the half worth sitting with. Near $216.93, it is well below $272.91, the lowest GE has traded in the past 52 weeks. The chain is not forecasting that price. It prices twelve months as long enough to reach it.
A range is only wide relative to something. The stock's realized volatility over the trailing year, meaning how far it has actually moved, was 33.2%, and the options quote 34.6%. The market is charging about what this stock already delivers.
#near #sits #floor #band
Read that band as money. The ceiling near $434.6 sits about 41.5% above today's price, and the floor near $216.93 sits about 29.4% below it. Whatever money you have in GE, the options market prices about $90 of every $307 coming off, or about $128 going on, inside twelve months.
The two distances are not equal. A share price cannot fall below zero while nothing caps the upside, so the ceiling always sits further out than the floor. That is arithmetic rather than a view on GE.
The floor is the half worth sitting with. Near $216.93, it is well below $272.91, the lowest GE has traded in the past 52 weeks. The chain is not forecasting that price. It prices twelve months as long enough to reach it.
A range is only wide relative to something. The stock's realized volatility over the trailing year, meaning how far it has actually moved, was 33.2%, and the options quote 34.6%. The market is charging about what this stock already delivers.
#near #sits #floor #band
2 months ago
Robert Kiyosaki isn't pulling punches this time. The "Rich Dad Poor Dad" author said on X early Tuesday that the "biggest crash in history has started," pointing to turbulence in Europe and **** an as the opening act of a global downturn he says he predicted more than two decades ago.
Kiyosaki tied his warning to his 2002 book, "Rich Dad's Prophecy," which he said was written to help people "profit and not be victims" of a massive stock and bond market collapse.
He argues that the crash is now unfolding in 2026, driven by a mix of AI mania, geopolitical tensions including the war in Iran, excessive debt levels, and the retirement of the Baby Boom generation.
"In 2026, that crash started, in Europe and **** an and is spreading across the world. It's caused by many factors, the AI frenzy, war in Iran, too much debt, and a retiring Baby Boom generation," he wrote on X.
For investors with 401(k)s, IRAs, or similar retirement accounts, especially those over 40, the message is stark: you may be in trouble unless you act.
#started
Kiyosaki tied his warning to his 2002 book, "Rich Dad's Prophecy," which he said was written to help people "profit and not be victims" of a massive stock and bond market collapse.
He argues that the crash is now unfolding in 2026, driven by a mix of AI mania, geopolitical tensions including the war in Iran, excessive debt levels, and the retirement of the Baby Boom generation.
"In 2026, that crash started, in Europe and **** an and is spreading across the world. It's caused by many factors, the AI frenzy, war in Iran, too much debt, and a retiring Baby Boom generation," he wrote on X.
For investors with 401(k)s, IRAs, or similar retirement accounts, especially those over 40, the message is stark: you may be in trouble unless you act.
#started
2 months ago
VOO (Vanguard S&P 500 ETF) tracks the S&P 500, the 500 largest U.S. companies across every sector, at an ultra-low fee. QQQ (Invesco QQQ Trust) tracks the Nasdaq-100, an Index of the 100 largest non-financial companies on the Nasdaq, heavily tilted toward technology. In short: VOO is the diversified, low-cost core; QQQ is the concentrated, higher-growth, higher-volatility tech bet. Neither is "better" in the abstract — they suit different goals.
Feature
VOO
QQQ
Index tracked
#NASDAQ #invesco
Feature
VOO
QQQ
Index tracked
#NASDAQ #invesco
2 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
As a general guideline, if you want multiple credit cards, it's a good idea to wait at least six months between credit card applications. That period gives your credit time to recover from credit inquiries, keeps your average account age healthy, and shows creditors you can manage your debt responsibly.
On average, American adults have 3.7 active cards, according to 2025 data from Experian.
Experts typically recommend waiting at least six months between credit card applications to protect your credit.
Each new credit card application can affect your credit because of hard credit checks and a lower average account age.
#credit #affect #advertiser
As a general guideline, if you want multiple credit cards, it's a good idea to wait at least six months between credit card applications. That period gives your credit time to recover from credit inquiries, keeps your average account age healthy, and shows creditors you can manage your debt responsibly.
On average, American adults have 3.7 active cards, according to 2025 data from Experian.
Experts typically recommend waiting at least six months between credit card applications to protect your credit.
Each new credit card application can affect your credit because of hard credit checks and a lower average account age.
#credit #affect #advertiser
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2 months ago
Snowflake recently delivered one of its strongest quarters in years, prompting Wall Street to take notice.
In an investor note shared with me, Morgan Stanley ***** yst Sanjit Singh raised his price target on the cloud data company to $470 from $300, keeping his "Overweight" rating intact.
Valued at a market cap of $106 billion, SNOW stock is priced at $356 at the time of writing. Over the last three years, SNOW stock has more than doubled.
A higher stock price target comes after Snowflake posted its third straight quarter of accelerating revenue growth, a trend that's rare for a company of its size.
Singh called it "an AI-powered growth flywheel that is still in the early innings."
#snowflake #snow #years #target
In an investor note shared with me, Morgan Stanley ***** yst Sanjit Singh raised his price target on the cloud data company to $470 from $300, keeping his "Overweight" rating intact.
Valued at a market cap of $106 billion, SNOW stock is priced at $356 at the time of writing. Over the last three years, SNOW stock has more than doubled.
A higher stock price target comes after Snowflake posted its third straight quarter of accelerating revenue growth, a trend that's rare for a company of its size.
Singh called it "an AI-powered growth flywheel that is still in the early innings."
#snowflake #snow #years #target
2 months ago
Intuitive Machines (NASDAQ: LUNR), a developer of lunar landers and exploration vehicles, doesn't usually get as much attention as bigger ***** e stocks like ***** eX (NASDAQ: SPCX). But over the past two years, Intuitive's stock has nearly tripled.
Most of that rally was driven by the expansion of its partnership with NASA, which now includes seven lunar, orbital satellite, and science missions. Let's take a closer look at that manifest -- and see if its stock is still worth chasing after its astronomical gains.
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 »
Intuitive Machines' manifest for NASA includes five lunar surface delivery missions (IM-1 to IM-5) and the production of two satellite buses (IM 300 and IM 500) for orbital science missions.
It has launched two lunar lander missions for NASA so far: IM-1 in 2024 and IM-2 in 2025. Both landers tipped over after arriving on the moon, but they successfully transmitted some data back to NASA before their solar panels ran out of power. Though imperfect, IM-1 marked NASA's first successful moon landing since 1972, and it strengthened Intuitive's relationship with NASA.
#NVIDIA #intuitive #landers
Most of that rally was driven by the expansion of its partnership with NASA, which now includes seven lunar, orbital satellite, and science missions. Let's take a closer look at that manifest -- and see if its stock is still worth chasing after its astronomical gains.
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 »
Intuitive Machines' manifest for NASA includes five lunar surface delivery missions (IM-1 to IM-5) and the production of two satellite buses (IM 300 and IM 500) for orbital science missions.
It has launched two lunar lander missions for NASA so far: IM-1 in 2024 and IM-2 in 2025. Both landers tipped over after arriving on the moon, but they successfully transmitted some data back to NASA before their solar panels ran out of power. Though imperfect, IM-1 marked NASA's first successful moon landing since 1972, and it strengthened Intuitive's relationship with NASA.
#NVIDIA #intuitive #landers
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.
Europe's benchmark just swapped an old auto giant for an AI infrastructure comeback story. Nokia is back in the Euro Stoxx 50. Volkswagen is out. That says a lot about where investors think Europe's future growth is hiding.
Nokia will rejoin the Euro Stoxx 50 before the market opens on September 21, ending a one-year exile from the euro area's blue-chip stock benchmark.
The Finnish mobile network-equipment maker will enter alongside French utility Engie. Volkswagen and Dutch information-services group Wolters Kluwer will drop out.
The reshuffle is more than a quarterly paperwork exercise. Nokia shares have more than doubled over the past year as investors bought into the company's push into artificial intelligence and cloud infrastructure. The group has been shifting more attention toward fiber-optic equipment and network systems used by companies building AI data centers.
#nokia #volkswagen #investors #year
Europe's benchmark just swapped an old auto giant for an AI infrastructure comeback story. Nokia is back in the Euro Stoxx 50. Volkswagen is out. That says a lot about where investors think Europe's future growth is hiding.
Nokia will rejoin the Euro Stoxx 50 before the market opens on September 21, ending a one-year exile from the euro area's blue-chip stock benchmark.
The Finnish mobile network-equipment maker will enter alongside French utility Engie. Volkswagen and Dutch information-services group Wolters Kluwer will drop out.
The reshuffle is more than a quarterly paperwork exercise. Nokia shares have more than doubled over the past year as investors bought into the company's push into artificial intelligence and cloud infrastructure. The group has been shifting more attention toward fiber-optic equipment and network systems used by companies building AI data centers.
#nokia #volkswagen #investors #year
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.
Performance was significantly bolstered by an $0.84 per share benefit from tariff refunds, which management is partially reinvesting into brand support and operational scaling.
Coffee volume growth remained resilient despite higher pricing, though management maintains a 'prudent' low single-digit volume decline outlook due to volatile green coffee commodities and consumer environment uncertainty.
The Uncrustables brand continues to serve as a primary growth engine, prompting an upward revision of full-year growth expectations to high single digits driven by retail and Away From Home momentum.
Dog snacks saw a solid recovery, specifically with Pup-Peroni growing 5% in net sales following a brand reset and sharper marketing execution at major retailers.
#single #NVIDIA #performance
Performance was significantly bolstered by an $0.84 per share benefit from tariff refunds, which management is partially reinvesting into brand support and operational scaling.
Coffee volume growth remained resilient despite higher pricing, though management maintains a 'prudent' low single-digit volume decline outlook due to volatile green coffee commodities and consumer environment uncertainty.
The Uncrustables brand continues to serve as a primary growth engine, prompting an upward revision of full-year growth expectations to high single digits driven by retail and Away From Home momentum.
Dog snacks saw a solid recovery, specifically with Pup-Peroni growing 5% in net sales following a brand reset and sharper marketing execution at major retailers.
#single #NVIDIA #performance
2 months ago
Collateralized fund obligations have quietly become an important fundraising tool for some of the largest managers of secondaries funds.
Last week, Franklin Templeton got in on the act by raising a $1.5 billion CFO, allowing the ****** et manager to issue tranches of rated debt secured against cash flows generated by a pool of private ****** ets it manages.
Structured Solutions 2026, as the CFO is known, gives investors, including registered investment advisers, family offices and insurance companies, exposure to the returns of a diversified portfolio of private equity fund stakes and continuation funds managed by Franklin Templeton's secondary-investing affiliate, Lexington Partners.
A portfolio of US middle-market loans managed by Benefit Street Partners, a direct-lending subsidiary of the $1.8 trillion ****** et manager, is also included in the CFO, according to a statement.
Franklin Templeton did not respond to further questions.
#private #Portfolio
Last week, Franklin Templeton got in on the act by raising a $1.5 billion CFO, allowing the ****** et manager to issue tranches of rated debt secured against cash flows generated by a pool of private ****** ets it manages.
Structured Solutions 2026, as the CFO is known, gives investors, including registered investment advisers, family offices and insurance companies, exposure to the returns of a diversified portfolio of private equity fund stakes and continuation funds managed by Franklin Templeton's secondary-investing affiliate, Lexington Partners.
A portfolio of US middle-market loans managed by Benefit Street Partners, a direct-lending subsidiary of the $1.8 trillion ****** et manager, is also included in the CFO, according to a statement.
Franklin Templeton did not respond to further questions.
#private #Portfolio
2 months ago
Bitcoin (BTC) surpassed the $81,000 price level on Aug. 25, its highest level since mid-May.
The latest surge is part of the broader crypto rally that began after the short squeeze caused by the U.S. Treasury's Aug. 19 announcement to at least double the amount of long-term government bond buybacks, which ignited liquidity hopes.
Related: Anonymous coder hides Bitcoin puzzle in Satoshi's genesis block
As per the onchain ****** ytics platform CoinGlass, $240 million worth of Bitcoin short positions got liquidated within the last 24 hours.
In contrast, the figure of long liquidations stood at only $88.83 million.
#long #related #coinglass #price
The latest surge is part of the broader crypto rally that began after the short squeeze caused by the U.S. Treasury's Aug. 19 announcement to at least double the amount of long-term government bond buybacks, which ignited liquidity hopes.
Related: Anonymous coder hides Bitcoin puzzle in Satoshi's genesis block
As per the onchain ****** ytics platform CoinGlass, $240 million worth of Bitcoin short positions got liquidated within the last 24 hours.
In contrast, the figure of long liquidations stood at only $88.83 million.
#long #related #coinglass #price
3 months ago
With a market cap of $36.9 billion, TKO Group Holdings, Inc. (TKO) is a premium sports and entertainment company that owns leading properties including UFC, WWE, PBR, and Zuffa Boxing, reaching more than 1 billion households across 210 countries and territories. Through businesses such as IMG and On Location, TKO also provides sports marketing and premium hospitality services, while its properties host more than 500 live events annually and attract over three million fans.
Shares of the New York-based company have lagged behind the broader market over the past 52 weeks. TKO stock has risen 4.7% over this time frame, while the broader S&P 500 Index ($SPX) has returned 19.3%. In addition, shares of the company are down 7% on a YTD basis, compared to SPX's 12.4% increase.
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#company #shares #market #billion
Shares of the New York-based company have lagged behind the broader market over the past 52 weeks. TKO stock has risen 4.7% over this time frame, while the broader S&P 500 Index ($SPX) has returned 19.3%. In addition, shares of the company are down 7% on a YTD basis, compared to SPX's 12.4% increase.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Silver Price Predictions: Why Citi ****** ysts See Silver Prices Soaring to $90 Soon
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#company #shares #market #billion
3 months ago
Ask people to picture their favorite food, and creamy pasta, hot pepperoni pizza, and indulgent gelato beat out sushi, tacos, and even McDonald's.
Italian food consistently ranks as the world's most popular cuisine, edging out Chinese and **** anese in global surveys. A 2019 YouGov poll of more than 25,000 people across 24 countries put Italian in first place among 34 national cuisines.
But popularity hasn't been enough to shield Italian restaurants from rising labor and food costs. Over the past few years, some of the biggest names in the category have filed for Chapter 11 bankruptcy, from Bravo Brio to Pizza Hut, Bertucci's, and Buca di Beppo.
Earlier this year, I reported that fast-casual chain Fazoli's had joined that list. In January 2026, its parent company, California-based FAT Brands Inc., filed for voluntary Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of Texas.
Now, Fazoli's is closing restaurants across the country, and the numbers are worse than most people realize.
#bankruptcy #across
Italian food consistently ranks as the world's most popular cuisine, edging out Chinese and **** anese in global surveys. A 2019 YouGov poll of more than 25,000 people across 24 countries put Italian in first place among 34 national cuisines.
But popularity hasn't been enough to shield Italian restaurants from rising labor and food costs. Over the past few years, some of the biggest names in the category have filed for Chapter 11 bankruptcy, from Bravo Brio to Pizza Hut, Bertucci's, and Buca di Beppo.
Earlier this year, I reported that fast-casual chain Fazoli's had joined that list. In January 2026, its parent company, California-based FAT Brands Inc., filed for voluntary Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of Texas.
Now, Fazoli's is closing restaurants across the country, and the numbers are worse than most people realize.
#bankruptcy #across
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 attributed the 4.1% consolidated sales decline to softening Direct-to-Consumer (DTC) trends in June and July, which offset growth in retail and international channels.
The Solo Stove segment faced a 14.7% sales decline, though management highlighted that new product launches accounted for nearly half of the segment's DTC sales.
Operational efficiency was a primary focus, with management reducing the U.S. distribution footprint from five facilities in 2025 to just one by the fourth quarter of 2026.
The Watersports segment was established as a separate reporting unit following a 59% sales increase, driven by strong retail point-of-sale demand for Oru and ISLE brands.
#sales #retail #segment
Management attributed the 4.1% consolidated sales decline to softening Direct-to-Consumer (DTC) trends in June and July, which offset growth in retail and international channels.
The Solo Stove segment faced a 14.7% sales decline, though management highlighted that new product launches accounted for nearly half of the segment's DTC sales.
Operational efficiency was a primary focus, with management reducing the U.S. distribution footprint from five facilities in 2025 to just one by the fourth quarter of 2026.
The Watersports segment was established as a separate reporting unit following a 59% sales increase, driven by strong retail point-of-sale demand for Oru and ISLE brands.
#sales #retail #segment
3 months ago
Jefferies initiated AEHR with a Buy rating and $175 target, calling its model conservative and excluding memory wins and AI customer upside.
COHU gained 151% and TER rose 112% year to date as AI chip complexity drives demand for more intensive semiconductor testing.
AEHR carries extreme valuation risk with a beta of 3.09, a recent 43% YoY revenue drop, and steady CEO and CFO insider selling.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Shares of Aehr Test Systems (NASDAQ:AEHR) are up roughly 8% in Friday midday, after a fresh Wall Street initiation lit another fire under one of 2026's most explosive small caps. The move extends a year-to-date advance of 510.7% and pushes the stock through its 52-week high of $133.35.
#date #free
COHU gained 151% and TER rose 112% year to date as AI chip complexity drives demand for more intensive semiconductor testing.
AEHR carries extreme valuation risk with a beta of 3.09, a recent 43% YoY revenue drop, and steady CEO and CFO insider selling.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Shares of Aehr Test Systems (NASDAQ:AEHR) are up roughly 8% in Friday midday, after a fresh Wall Street initiation lit another fire under one of 2026's most explosive small caps. The move extends a year-to-date advance of 510.7% and pushes the stock through its 52-week high of $133.35.
#date #free
3 months ago
Zillow Group (Z) is a leading real estate technology company reimagining how people buy, sell, rent, and finance homes across the United States. Headquartered in Seattle, Washington, Zillow operates the most visited real estate app and website in the country, connecting hundreds of millions of consumers with trusted local agents, loan officers, and innovative digital tools.
The company has built a diversified real estate marketplace spanning residential listings, rentals, mortgages, and agent software solutions like Zillow Showcase and Zillow Pro. Its portfolio also includes legacy brands such as Trulia, StreetEasy, and HotPads, reinforcing its dominant position in online real estate.
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
#united
The company has built a diversified real estate marketplace spanning residential listings, rentals, mortgages, and agent software solutions like Zillow Showcase and Zillow Pro. Its portfolio also includes legacy brands such as Trulia, StreetEasy, and HotPads, reinforcing its dominant position in online real estate.
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
#united
3 months ago
Bristol-Myers Squibb (BMY) shares opened higher on Monday following reports that the U.S. pharma giant held preliminary merger talks with UK rival AstraZeneca (AZN). If finalized, this reported transaction would create the world's largest drugmaker (by revenue) with a market cap approaching $400 billion.
The AstraZeneca rumors arrive at a time when Bristol-Myers stock is already in a massive uptrend, currently up more than 20% versus its low in mid-June.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
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Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#bristol #myers #astrazeneca #giant
The AstraZeneca rumors arrive at a time when Bristol-Myers stock is already in a massive uptrend, currently up more than 20% versus its low in mid-June.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ******* anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#bristol #myers #astrazeneca #giant
3 months ago
CONCLUDED
Last Updated: Jul 31, 2026, 4:48 PM EDT
1 day ago
By
Angela Palumbo
#concluded #last #updated #palumbo
Last Updated: Jul 31, 2026, 4:48 PM EDT
1 day ago
By
Angela Palumbo
#concluded #last #updated #palumbo
3 months ago
Nvidia Corporation (NASDAQ:NVDA) is reportedly the previously unnamed customer behind Hut 8 Corp.'s (NASDAQ:HUT) Beacon Point data center leases in Texas. The Financial Times identified Nvidia as the tenant on July 28, citing five people familiar with the arrangement. Nvidia discussed its work with infrastructure partners but neither confirmed nor denied that it was the customer. Hut 8 has also not publicly named the tenant.
That attribution is important, but the contract math also needs equal attention. Hut 8 disclosed on July 20 that a second 15-year lease for 352 megawatts of IT capacity doubled the same investment-grade tenant's footprint to 704 MW. The two leases give the campus a $19.6 billion base-term contract value. The often-quoted $50.2 billion figure applies only if renewal options are exercised, so it is neither guaranteed revenue nor the present value of a firm $50 billion obligation.
If the FT's reporting is correct, Nvidia Corporation (NASDAQ:NVDA) is not relevant merely because Beacon Point will use AI chips. As the reported lease counterparty, it would support rent on 704 MW of Hut 8 capacity and could turn that capacity into a deployment channel for customers buying Nvidia systems. The FT said Nvidia could sublease the site to neocloud partners that buy its GPUs and sell AI computing services. No sublease has been announced. Nvidia's public response instead emphasized DSX, its architecture for designing, building and operating large AI factories with ecosystem partners.
Hut 8's link is contractual. Tenant rent underpins the $19.6 billion base-term value and the credit case for the project, while Hut 8 Corp. (NASDAQ:HUT) must supply the energized buildings on schedule. The company closed $4.25 billion of non-recourse, investment-grade senior secured notes for Beacon Point in June and expects the first Phase 2 data hall in the second quarter of 2028. It must still manage construction, tenant concentration, and the financing demands of a 1-gigawatt development.
Insider Monkey's database showed a small decline in hedge funds backing the stock. As of the end of the first quarter of 2026, 60 hedge-fund portfolios reported long positions in HUT at March 31, 2026, down from 64 at December 31, 2025.
#billion #tenant #beacon #value
That attribution is important, but the contract math also needs equal attention. Hut 8 disclosed on July 20 that a second 15-year lease for 352 megawatts of IT capacity doubled the same investment-grade tenant's footprint to 704 MW. The two leases give the campus a $19.6 billion base-term contract value. The often-quoted $50.2 billion figure applies only if renewal options are exercised, so it is neither guaranteed revenue nor the present value of a firm $50 billion obligation.
If the FT's reporting is correct, Nvidia Corporation (NASDAQ:NVDA) is not relevant merely because Beacon Point will use AI chips. As the reported lease counterparty, it would support rent on 704 MW of Hut 8 capacity and could turn that capacity into a deployment channel for customers buying Nvidia systems. The FT said Nvidia could sublease the site to neocloud partners that buy its GPUs and sell AI computing services. No sublease has been announced. Nvidia's public response instead emphasized DSX, its architecture for designing, building and operating large AI factories with ecosystem partners.
Hut 8's link is contractual. Tenant rent underpins the $19.6 billion base-term value and the credit case for the project, while Hut 8 Corp. (NASDAQ:HUT) must supply the energized buildings on schedule. The company closed $4.25 billion of non-recourse, investment-grade senior secured notes for Beacon Point in June and expects the first Phase 2 data hall in the second quarter of 2028. It must still manage construction, tenant concentration, and the financing demands of a 1-gigawatt development.
Insider Monkey's database showed a small decline in hedge funds backing the stock. As of the end of the first quarter of 2026, 60 hedge-fund portfolios reported long positions in HUT at March 31, 2026, down from 64 at December 31, 2025.
#billion #tenant #beacon #value
3 months ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry **** ysis delivered straight to their inbox with the free CRE Daily newsletter.
Florida-based TECfusions is set to go public by merging with Apex Treasury Corp., a **** , at a $4B valuation.
The deal leverages long-term customer contracts, an upcoming expansion into Chile, and a $35M PIPE investment.
Data center IPO activity is accelerating as digital infrastructure operators target public markets to fund AI-driven growth.
TECfusions, a Florida firm specializing in adaptive reuse of industrial facilities for data center operations, will pursue a public listing through a merger with Cayman Islands-based **** Apex Treasury Corp., per The Wall Street Journal. With the transaction expected to close by year-end, the $4B valuation positions TECfusions among the largest US data center IPO stories this cycle. Surging demand for AI and cloud infrastructure has prompted digital infrastructure operators to seek public capital — a trend gaining momentum throughout 2026.
#data #apex #corp
Florida-based TECfusions is set to go public by merging with Apex Treasury Corp., a **** , at a $4B valuation.
The deal leverages long-term customer contracts, an upcoming expansion into Chile, and a $35M PIPE investment.
Data center IPO activity is accelerating as digital infrastructure operators target public markets to fund AI-driven growth.
TECfusions, a Florida firm specializing in adaptive reuse of industrial facilities for data center operations, will pursue a public listing through a merger with Cayman Islands-based **** Apex Treasury Corp., per The Wall Street Journal. With the transaction expected to close by year-end, the $4B valuation positions TECfusions among the largest US data center IPO stories this cycle. Surging demand for AI and cloud infrastructure has prompted digital infrastructure operators to seek public capital — a trend gaining momentum throughout 2026.
#data #apex #corp
3 months ago
IREN Limited (IREN) just gave investors another compelling reason to pay attention. The artificial intelligence (AI) infrastructure company announced $2.8 billion in new multi-year AI cloud services contracts with leading artificial intelligence developers, marking another major milestone in its transformation from a Bitcoin miner into one of the fastest-growing AI cloud infrastructure providers. The new agreements prompted management to raise its 2026 annualized AI cloud revenue target to more than $4 billion, underscoring the accelerating demand for high-performance computing capacity.
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#corporation #artificial #intelligence #contracts
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#corporation #artificial #intelligence #contracts
4 months ago
Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted The Charles Schwab Corporation (NYSE:SCHW). The Charles Schwab Corporation (NYSE:SCHW) is a multinational financial services company that provides wealth management, securities brokerage, banking, ****** et management, custody, and financial advisory services. On July 20, 2026, The Charles Schwab Corporation (NYSE:SCHW) closed at $102.54 per share, reflecting a market capitalization of $178.33 billion. The Charles Schwab Corporation (NYSE:SCHW) posted a one-month return of 10.06%, while its shares gained 7.50% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding The Charles Schwab Corporation (NYSE:SCHW) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as The Charles Schwab Corporation (NYSE:SCHW), JP Morgan, Mastercard and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Schwab, for example, earned $4.87 per share in 2025 and the consensus of Wall Street ****** ysts calls for earnings per share, or EPS, of $7.62 in 2027. That would represent a two year growth rate of 56%, or 25% per year. As of June 30th, the shares were down 8% for the year and trading at $92.27, or 12 times the 2027 EPS estimate. The Index trades for more than 20 times the forward estimate. We
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted The Charles Schwab Corporation (NYSE:SCHW). The Charles Schwab Corporation (NYSE:SCHW) is a multinational financial services company that provides wealth management, securities brokerage, banking, ****** et management, custody, and financial advisory services. On July 20, 2026, The Charles Schwab Corporation (NYSE:SCHW) closed at $102.54 per share, reflecting a market capitalization of $178.33 billion. The Charles Schwab Corporation (NYSE:SCHW) posted a one-month return of 10.06%, while its shares gained 7.50% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding The Charles Schwab Corporation (NYSE:SCHW) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as The Charles Schwab Corporation (NYSE:SCHW), JP Morgan, Mastercard and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Schwab, for example, earned $4.87 per share in 2025 and the consensus of Wall Street ****** ysts calls for earnings per share, or EPS, of $7.62 in 2027. That would represent a two year growth rate of 56%, or 25% per year. As of June 30th, the shares were down 8% for the year and trading at $92.27, or 12 times the 2027 EPS estimate. The Index trades for more than 20 times the forward estimate. We
4 months ago
Interested in Wise plc? Here are five stocks we like better.
Wise delivered strong Q1 growth with active customers up 21% to nearly 12 million, cross-border volume up 26% to $69 billion, and customer balances up 31% to $31 billion. Net revenue rose 25% year over year to GBP 714 million.
Revenue diversification is increasing as card and other revenue jumped 38% and interest income rose 15%, with 51% of net revenue now coming from non-cross-border activities. Wise also noted strong business customer and Platform business momentum.
The company reiterated full-year guidance and plans to keep lowering prices, expecting constant-currency net revenue growth in the middle of a 15% to 20% range and margins near the high end of 20% to 25%. Management said pricing investments will weigh on results later in the year but are central to Wise's long-term strategy.
Wise (LON:WISE) reported continued growth in customers, cross-border volumes and customer balances in the first quarter of fiscal 2027, while reiterating its full-year guidance and plans to keep reducing prices for customers.
Wise delivered strong Q1 growth with active customers up 21% to nearly 12 million, cross-border volume up 26% to $69 billion, and customer balances up 31% to $31 billion. Net revenue rose 25% year over year to GBP 714 million.
Revenue diversification is increasing as card and other revenue jumped 38% and interest income rose 15%, with 51% of net revenue now coming from non-cross-border activities. Wise also noted strong business customer and Platform business momentum.
The company reiterated full-year guidance and plans to keep lowering prices, expecting constant-currency net revenue growth in the middle of a 15% to 20% range and margins near the high end of 20% to 25%. Management said pricing investments will weigh on results later in the year but are central to Wise's long-term strategy.
Wise (LON:WISE) reported continued growth in customers, cross-border volumes and customer balances in the first quarter of fiscal 2027, while reiterating its full-year guidance and plans to keep reducing prices for customers.
4 months ago
The up-and-comers of the 2026 global supply chain might surprise some sourcing executives.
Plummeting trade between China and the United States due to prolonged trade tension has opened up new opportunities for new markets, allowing players like Vietnam, Malaysia, Singapore, Mexico and Brazil to become MVPs within many companies' sourcing matrixes. But Asia and the Americas are home to other sourcing locales that stand to rival or even supersede their rise, according to Verisk Maplecroft.
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Plummeting trade between China and the United States due to prolonged trade tension has opened up new opportunities for new markets, allowing players like Vietnam, Malaysia, Singapore, Mexico and Brazil to become MVPs within many companies' sourcing matrixes. But Asia and the Americas are home to other sourcing locales that stand to rival or even supersede their rise, according to Verisk Maplecroft.
More from WWD
Forced Labor Is Becoming a Geopolitical Risk for Global Supply Chains
How Hex Advisory Group is Flipping the Consulting Pyramid
4 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Silver (SI=F) September futures opened at $58.12 per ounce on Thursday, July 16, 2026, up 1.2% compared to Wednesday's closing price of $57.43. The silver price is moving even lower this morning, reaching $57.07 as of 8:15 a.m. ET.
The price of silver continues to struggle this morning as the U.S. has targeted Iranian military sites with fresh airstrikes for the fifth straight day. Iran has responded in kind with airstrikes of its own across the Middle East, vowing to keep the Strait of Hormuz closed.
The Strait of Hormuz, through which a fifth of the world's oil once flowed, remains critical to a path of peace and to stemming inflation concerns that have once again spread worldwide due to this conflict.
If the Fed elects to raise interest rates this year to control rising prices, the price of silver will face even greater headwinds, since silver, like gold, doesn't pay interest.
Silver (SI=F) September futures opened at $58.12 per ounce on Thursday, July 16, 2026, up 1.2% compared to Wednesday's closing price of $57.43. The silver price is moving even lower this morning, reaching $57.07 as of 8:15 a.m. ET.
The price of silver continues to struggle this morning as the U.S. has targeted Iranian military sites with fresh airstrikes for the fifth straight day. Iran has responded in kind with airstrikes of its own across the Middle East, vowing to keep the Strait of Hormuz closed.
The Strait of Hormuz, through which a fifth of the world's oil once flowed, remains critical to a path of peace and to stemming inflation concerns that have once again spread worldwide due to this conflict.
If the Fed elects to raise interest rates this year to control rising prices, the price of silver will face even greater headwinds, since silver, like gold, doesn't pay interest.
4 months ago
CI&T Inc. (NYSE:CINT) has declined roughly 16% over the past month and is now trading close to its all-time lows. Wall Street expects the stock to rebound, with **** ysts' 12-month average price target suggesting more than 106% upside from the current level. CI&T Inc. (NYSE:CINT) also ranks among our Best All-Time Low Stocks to Buy Now.
The bullish sentiment of the Street is based on AI-driven revenue growth and raised full-year guidance. During the fiscal Q1 2026 earnings, management raised the full-year revenue outlook to a range of $556 million to $575 million, citing an accelerating sales pipeline entirely related to AI deployment.
More recently, on July 9, CI&T Inc. (NYSE:CINT) announced joining the Claude Partner Network, which is Anthropic's program for firms that help enterprises deploy Claude. Management noted that, as part of the deal, the company is certifying more than 1,000 AI engineers on Claude. Moreover, the company is also working with Anthropic to help establish deployment standards for large enterprises.
CI&T already uses Claude Code inside its proprietary platform, CI&T FLOW, an Enterprise AI Management System built around a "Lean AI" delivery model meant to move AI projects from pilot stage to full production efficiently. This partnership is expected to expand this work with a focus on designing industry solutions.
CI&T Inc. (NYSE:CINT) specializes in AI, strategy, customer experience, software development, cloud services, and data. As a global technology transformation specialist, it serves large enterprises and fast-growth clients.
The bullish sentiment of the Street is based on AI-driven revenue growth and raised full-year guidance. During the fiscal Q1 2026 earnings, management raised the full-year revenue outlook to a range of $556 million to $575 million, citing an accelerating sales pipeline entirely related to AI deployment.
More recently, on July 9, CI&T Inc. (NYSE:CINT) announced joining the Claude Partner Network, which is Anthropic's program for firms that help enterprises deploy Claude. Management noted that, as part of the deal, the company is certifying more than 1,000 AI engineers on Claude. Moreover, the company is also working with Anthropic to help establish deployment standards for large enterprises.
CI&T already uses Claude Code inside its proprietary platform, CI&T FLOW, an Enterprise AI Management System built around a "Lean AI" delivery model meant to move AI projects from pilot stage to full production efficiently. This partnership is expected to expand this work with a focus on designing industry solutions.
CI&T Inc. (NYSE:CINT) specializes in AI, strategy, customer experience, software development, cloud services, and data. As a global technology transformation specialist, it serves large enterprises and fast-growth clients.
4 months ago
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the best QQQ Stocks to invest in. On June 16, Cadence announced an expanded collaboration with Hewlett Packard Enterprise/HPE to accelerate data center modernization through digital twin technology. By integrating the Cadence Reality Digital Twin Platform into HPE's AI-focused modular data centers, the partnership aims to help customers optimize the planning, deployment, and operational efficiency of high-performance AI and computing infrastructure.
The collaboration provides engineering-grade simulations that allow operators to model complex environments using physics-based ***** ysis before physical deployment. This approach helps companies de-risk infrastructure investments, improve energy efficiency, and maximize performance (specifically targeting "tokens-per-watt" metrics for AI workloads) while also unlocking stranded capacity through predictive power and cooling modeling.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
To support these objectives, Cadence Design Systems Inc. (NASDAQ:CDNS) is introducing new digital library elements that allow users to evaluate deployment scenarios for advanced NVIDIA computing systems. The joint solution is designed to support the full data center lifecycle, enabling continuous "what-if" scenario planning to ensure that infrastructure remains sustainable, resilient, and optimized as evolving AI requirements change.
Cadence Design Systems Inc. (NASDAQ:CDNS) is a leading provider of electronic design automation/EDA software, hardware, and IP used by semiconductor companies to design and verify advanced integrated circuits & systems.
The collaboration provides engineering-grade simulations that allow operators to model complex environments using physics-based ***** ysis before physical deployment. This approach helps companies de-risk infrastructure investments, improve energy efficiency, and maximize performance (specifically targeting "tokens-per-watt" metrics for AI workloads) while also unlocking stranded capacity through predictive power and cooling modeling.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
To support these objectives, Cadence Design Systems Inc. (NASDAQ:CDNS) is introducing new digital library elements that allow users to evaluate deployment scenarios for advanced NVIDIA computing systems. The joint solution is designed to support the full data center lifecycle, enabling continuous "what-if" scenario planning to ensure that infrastructure remains sustainable, resilient, and optimized as evolving AI requirements change.
Cadence Design Systems Inc. (NASDAQ:CDNS) is a leading provider of electronic design automation/EDA software, hardware, and IP used by semiconductor companies to design and verify advanced integrated circuits & systems.
