There once was a time when the mere thought of competing with the World Series made the NFL hide under the bed. Nowadays, regular-season football is the monster lurking under the World Series' futon.
When ESPN announced the numbers for the Week 7 Cowboys-Eagles game (18.8 million), Fox had yet to disclose the viewership for Game 3 of the World Series between (Googles it) Tampa Bay and Milwaukee. And for good reason.
Via Manny Soloway of Awful Announcing, the baseball game averaged 8.33 million viewers. That made it the fourth-least-watched World Series game ever, behind only Game 3 in 2023, Game 4 in 2023, and Game 3 in 2020.
In the 1970s, the NFL moved Monday Night Football to Thursday, in order to avoid competing with the World Series. Prior to 2010, the NFL avoided playing on Sunday nights, in order to avoid competing with the World Series.
Now, baseball should endeavor to play World Series games when NFL games aren't being played. Which means Tuesday night, Wednesday night, Friday night, and Saturday night.

#series #competing #Baseball

This is one of the best letters that I have read in my lifetime ("We lived within our means: I earned $30,000 as a pastor and still retired comfortably"). I used to be a mortgage-loan officer; I would get a couple that each made six figures, but would have difficulty qualifying them for a loan amount they wanted because of their consumer-debt load.
Conversely, I would have a blue-collar "Joe Sixpack" that made substantially less but saved and saved and saved, and who got the loan he needed for a house. People in the U.S. need to wake up and not be compulsive: Quit buying things you really don't need. It's that way with the federal government as well, and based on that.
'People in the U.S. need to wake up': As a mortgage loan officer, I rejected applications from wealthy couples. Here's why.
Google makes a fresh bet on nuclear power as the AI energy crunch intensifies
We'd better get real quick or we're going to have a financial crisis that makes the Great Recession of 2008 look like a picnic.

#makes

My husband and I recently learned about an estate plan that I believe could leave him with little or none of his parents' inheritance, while their plan for long-term care remains murky. Could you give us your two cents?
They have two children: my husband, 47, and his older brother, 57. His parents, both 80 and in excellent health, own their home outright and have about $600,000 in a brokerage account, in addition to pensions and Social Security.
'People in the U.S. need to wake up': As a mortgage loan officer, I rejected applications from wealthy couples. Here's why.
Google makes a fresh bet on nuclear power as the AI energy crunch intensifies
The parents originally bought their home to be close to the older brother and his family. My husband and I live on the East Coast. He is a few years from retiring from the military and plans to work as a contractor afterward. We both expect to work for at least another 10 years. He has a good relationship with his parents and visits three times a year to help care for them.

#plan

Henry Cavill has found himself at the center of a very different kind of online frenzy. A new Googlebook commercial featuring the actor has sparked enthusiastic reactions from fans, with them quickly turning the ad into its own little event.
The excitement comes partly from how naturally Cavill fits the campaign. Google in its blog post, describes him as an "actor, producer and technology enthusiast" whose interests include gaming and "fantasy lore." The company says he also runs his own production company and uses Googlebook for personal projects tied to his creative ambitions.
Googlebook pairs high-end hardware with Gemini Intelligence and adds a grab bag of features, including Continue on phone syncing, Rambler for speech-to-text and Antigravity. Google has built the machine to play nicely with Android devices while still having enough muscle for demanding creative projects and professional workloads.
Cavill also offered a positive first impression after trying the device before its release. He said Google's pitch about its integrated tools intrigued him enough to request hands-on time with the product. After working with the team, he described it as having "the whispers of the next generation."
Online reactions focused on the actor as much as the new computer. One fan joked that "hiring Henry Cavill is cheating" because people would watch him simply set up a printer.

#henry #online #creative

Google and Constellation Energy announced a 20-year power purchase agreement on Tuesday to bring 890 megawatts of new nuclear capacity onto the PJM Interconnection grid, with Constellation committing more than $4.3 billion to fund the build-out.
The capacity will be generated through turbine, steam generator, and digital control system upgrades at 11 Constellation nuclear units in Illinois, Pennsylvania, and New Jersey, the companies said. The first uprate is expected to be delivered by 2028. The agreement is expected to sustain roughly 4,400 existing jobs and create approximately 7,200 new construction jobs during the building period.
Alongside the power purchase agreement, the companies entered into a separate 15-year energy supply agreement covering an additional 2,700 megawatts from Constellation's existing fleet in the PJM market, the company said.
"We're committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids," Amanda Peterson Corio, global head of energy and power at Google, said in a statement. "Our agreement with Constellation to fund nuclear reactor uprates will strengthen the PJM grid, which serves 67 million people, all while protecting energy affordability and supporting local union jobs."
Joe Dominguez, chairman, president and CEO of Constellation, said in a statement that the collaboration "can serve as a model for how technology companies and the energy industry can work together to responsibly develop the digital economy."

#energy #capacity #Jobs

Three decades ago, the advent and proliferation of the internet lit a fire under Wall Street's major indexes. Today, the artificial intelligence (AI) infrastructure build-out is stoking the same enthusiasm and fueling a multitrillion-dollar addressable opportunity.
Though dozens of tech-driven companies are benefiting from the AI revolution, Nvidia (NASDAQ:NVDA), Palantir Technologies (NASDAQ:PLTR), and Google parent Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) are at the forefront of this game-changing technology.
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 »
Nvidia's graphics processing units hold a virtual monopoly in AI-accelerated data centers, making it one of the most widely held stocks among retail investors.
Image source: Getty Images.

#NVIDIA #three #nvda

Megyn Kelly isn't holding back when it comes to the Jane Doe involved in the widely-publicized "Cornell 7" case.
During the Monday, October 5, episode of The Megyn Kelly Show, Kelly, 55, weighed in on the unidentified woman named in court papers who has accused seven members of Cornell University's Chi Phi fraternity of gang rape in October 2024, according to CNN. The men deny wrongdoing.
The host argued that agency and accountability go hand in hand.
"That is NOT female empowerment," she said. "I'm sorry to break it to you, ladies of America, but you cannot have one without the other. You want full agency? Good. Me too. Guess what? We both have it. You cannot have it without accountability for your own decision-making."
Source: Google Image

#october #without

On September 9, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL)'s Google will invest at least €13 billion, or about $15.1 billion, in AI infrastructure in Finland over the next two years, its biggest European investment, including three new data centers and a 22-year deal for up to 50% of the output of one of Finland's two nuclear power plants. The agreement with Finnish utility Fortum is Google's first nuclear energy deal outside the United States, and Fortum's stock jumped as much as 15.5% on the news, its biggest gain in Europe that day.
Finland gives Alphabet Inc. (NASDAQ:GOOGL) a potentially more cost-efficient location for its expanding AI infrastructure. Google plans to invest at least €13 billion ($15.1 billion) in three new data centers and related infrastructure in Finland during 2027 and 2028. The country's cold climate can reduce the need for energy-intensive cooling. The investment will also help grid improvements, clean-energy projects and battery storage.
The 22-year nuclear power agreement gives Google greater control over a critical input for AI infrastructure. Google will purchase up to 50% of the electricity generated by Finland's Loviisa nuclear plant, providing a long-term source of low-carbon power for its data-center operations. The agreement also gives Fortum greater economic certainty to extend and upgrade the plant through 2050. Google and Fortum plan to explore more nuclear and renewable projects.
Alphabet has strong demand drivers that can justify investment in AI capacity. The firm has increased its 2026 global capital investment target to $195 billion-$205 billion as it seeks to capture growing AI computing demand. Google is using the additional infrastructure to support Gemini, Search, Maps, and YouTube. It gives Alphabet multiple major products through which it can monetize greater AI capacity over time.
The Finland project adds another major commitment to Alphabet Inc. (NASDAQ:GOOGL)'s already enormous AI spending program. Alphabet expects to spend $195 billion-$205 billion on capital investment globally in 2026. The Finnish project will require at least another €13 billion during 2027 and 2028. Investors need Alphabet to make enough incremental revenue and cash flow from AI services to justify an infrastructure buildout that is rapidly increasing the company's capital requirements.

#billion #Google #investment #googl

GOOG trades at a P/E of 14 versus META's 24, with Cloud revenue surging 82% while META's operating margins collapsed from 43% to 31%.
META's Reality Labs bleeds roughly $4B per quarter, 2026 capex is projected between $130B and $145B, and active litigation makes it a volatile aggressive-growth bet rather than a retirement hold.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Google didn't make the cut. Enter your email to see the names that beat GOOG. The report is free. Enter your email and see if any of your stocks made the cut.
Alphabet (NASDAQ:GOOG) and Meta Platforms (NASDAQ:META) just unleashed rival consumer AI agents (Google's family-focused CC, a shared agent supporting up to six family members, and Meta's single-user Muse, aiming for higher autonomy across a user's digital life, including commerce), and the retirement-focused investor writing one check today needs a clear answer: which mega-cap deserves the slot?
Both stocks are pouring tens of billions into AI infrastructure. Both consumer AI agents (not just chatbots) are designed to take real actions on a user's behalf rather than only answering questions. However, CC is a family-oriented productivity and logistics agent tightly tied to the Google ecosystem. Muse is a more general-purpose personal agent aiming for higher autonomy across a user's digital life, including commerce. They compete in the emerging "AI agent that actually does things" category, but target different use cases and user models.

#stocks #family

Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company's outlook.
Morgan Stanley raised its price target on Accenture to $175 from $130 on September 14. Accenture shares soared more than 6% in afternoon trading following the price target increase, even though the firm reiterated its Equal weight rating on the stock.
Meanwhile, UBS recently maintained a Buy rating on the stock with a price target of $275. The bank pointed to confidence in the company's positioning around AI and, in separate notes, its acquisition strategy. However, Wells Fargo downgraded Accenture to Equal Weight. According to Wells Fargo, macroeconomic pressures could weigh on fiscal 2027 growth expectations.
The question is whether Accenture's expanding AI capabilities and acquisitions can translate into long-term growth.
Accenture's AI fortunes are tied to enterprise deployment of the technology. The company has formed a joint business group with Google Cloud to deploy AI engineers across enterprise clients. That arrangement gives Accenture another channel through which AI adoption can create demand for consulting, implementation, and integration services.

#fargo

AI companies Anthropic, OpenAI, ***** e XAI and Google are being sued over alleged collusion as pressure mounts to slow the rapid development of AI.
The complaint, filed Friday in the U.S. District Court for the Northern District of California, points to a recent proposal from Anthropic CEO Dario Amodei, who called for “industry-wide coordination” to “pace the frontier” as concerns mount over the risks posed by increasingly powerful AI.
“We must slow the ***** e in which we improve the capabilities of AI models,” Amodei wrote in a Sept. 12 essay.
The plaintiffs allege that OpenAI CEO Sam Altman, ***** eXAI founder Elon Musk and Google DeepMind co-founder Demis Hassabis made an illegal business agreement among competitors by agreeing to slow the development of their AI systems, violating federal antitrust law.
Within hours of Amodei publishing his essay, Musk responded, saying “Dario is right,” while Altman also said he agreed with Amodei. Hassabis called the proposal “the right path forward,” according to the complaint.

#amodei

Nearly 10 years ago, Warren Buffett told Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) investors that he had made a mistake for not buying Google when he had the opportunity many years earlier. He had become quite familiar with the business because GEICO, Berkshire's consumer insurance company, was paying $10 or $11 per click for advertising on the search engine owned by Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). At the 2017 shareholder meeting, Buffett said he'd missed the opportunity, but he wouldn't bet against Google.
The stock climbed significantly while Buffett sat on the sidelines. He finally pulled the trigger on the stock in the third quarter of last year. Since then, he and newly appointed CEO Greg Abel have plowed tens of billions into the stock, making it one of Berkshire's biggest investments. But Buffett arguably missed out on a 9,000% gain by not buying into the stock sooner.
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 »
It's hard to blame Buffett for not buying Alphabet, then known as Google, when it made its initial public offering (IPO) in 2004. Buffett historically avoids both IPO stocks and tech stocks.
Buffett thinks IPOs are typically overvalued, at least relative to many other stocks, because underwriters are incentivized to secure the highest possible price for the company issuing shares. An IPO like Google's also comes with a lot of hype and media attention that can drive prices higher without any fundamental basis.

#buffett #NVIDIA #years #company

It's no secret that Arm Holdings (NASDAQ: ARM) is a crucial piece of the artificial intelligence (AI) puzzle. But how often do you think of Arm as a top-shelf AI investment? It's easy to forget this impressive compounder amid the glitzy hypergrowth of Nvidia's and AMD's expensive AI accelerators.
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.

#signal #flashing #build #chips

Google on Friday disclosed the first known instance of its artificial intelligence software, Gemini, carrying out an undirected computer hack, weeks after similar disclosures by AI firms Anthropic and OpenAI raised security alarms about AI models going beyond the instructions of their human creators.
Google said in a statement that in May its AI model gained unauthorized access to three outside systems during a test by either guessing login information or using login credentials it found in a public repository.
Heather Adkins, a Google vice president for security engineering, said in the statement that the AI model thought that the outside computer systems “were part of the test,” but she said in all three instances, the model stopped before doing anything further with its access.
“In a standard evaluation, the model found public information online and guessed credentials to access websites it thought were part of the test,” she said.

#outside

Elon Musk's ***** eX has been talking, internally, about buying the leftover customer files of startups that already went under. Not licensing data from companies that are still operating and can say no. Buying the digital estate of companies that no longer exist to say anything at all.
The discussions are happening inside ***** eXAI, the artificial intelligence division born in February when ***** eX merged with xAI. People familiar with the talks told Bloomberg they're informal and might go nowhere. But the idea makes sense from the perspective of an AI lab racing for the frontier.
The goal is basically cheap fuel for Grok. AI models learn from training data—the text, code, and records an algorithm studies to get better at predicting what comes next—and the good stuff, real business records instead of scraped web pages, is getting expensive. A dead company's file cabinet is apparently a bargain by comparison.
Google already did the same. The search giant paid $10 million in a bankruptcy auction for the internal records of Spirit Airlines, the discount carrier that shut down for good this year. They got around 100 million emails, 500 million Microsoft Teams messages, decades of employee files, all headed into an AI training pipeline.
That data belonged to real employees who signed up for a job, not an AI experiment. A flight attendants' union objected in bankruptcy court, arguing that scrubbing names off records—what companies call "de-identifying" data—doesn't stop someone from piecing together who said what in a decade of internal chats. The court fight is still ongoing.

#million #buying #still #training

With ***** e Exploration Technologies shares already available, an Anthropic IPO just around the corner, and OpenAI's IPO likely coming next year, investors will soon have plenty of leading artificial intelligence stocks to choose from.
But a subtler AI play is already available through Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). Google Gemini is a leading AI model and is a popular choice among enterprise users. Indeed, Alphabet CEO Sundar Pichai recently said that almost 90% of Fortune 100 companies use Gemini Enterprise.
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 »
Here's why that's great news for Alphabet stock and its investors.
A lot of attention is being paid to consumer AI markets right now, partly because individuals were among the earliest adopters of AI, long before companies began experimenting with AI chatbots and agents.

#alphabet #signal #enterprise

Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end. The company's CFO said there is now "even more conviction" around the target. A new AI hosting agreement worth $13 billion on an annualized basis adds significant support to that outlook and reflects how quickly ***** eX's compute business is scaling. But the financial picture behind that growth is less straightforward. The same AI division that management is relying on to help reach that target posted a $1.3 billion loss in the latest quarter alone. The loss wiped out what would have otherwise been a profitable quarter, while the company generated roughly negative $25 billion in free cash flow during the first half of 2026.
CFO Bret Johnsen said ***** eX has "even more conviction" that it can reach a $100 billion annual revenue run rate. The outlook is supported by a newly signed AI hosting agreement worth $1.11 billion per month beginning in December, or roughly $13 billion on an annualized basis. The company plans to end the year with a little over 2 gigawatts of terrestrial AI-computing capacity and scale to between 5 and 10 gigawatts in 2027. Orbital computing remains a longer-term option for overcoming power constraints. Its current agreements include a $6.7 billion cloud-services contract that is scheduled to ramp up in October. Existing arrangements with Google and Anthropic are worth more than $2 billion per month combined. Reaching the $100 billion target would require monthly revenue to more than triple from second-quarter's pace.
SpaceX's rocket and Starlink businesses generated roughly $1.1 billion in combined operating income in the second quarter. But the AI division's $1.3 billion loss more than wiped out that profit. The company also generated roughly negative $25 billion in free cash flow during the first half of 2026. The stock declined more than 5% after the second-quarter results despite a revenue beat.
The AI contract pipeline is clearly expanding and gaining momentum. However, the $100 billion target is a revenue run-rate measure rather than a profitability target. At the same time, the division driving this expansion remains the company's largest contributor to both both operating losses and capital spending, making the growth opportunity financially costly for now.
SpaceX had 119 hedge funds among its institutional holders at the end of the second quarter of fiscal 2026. Meanwhile, short interest stood at just 2.76% of float as of August 31, 2026. The ownership and the short interest figures show that institutional sentiment remains broadly constructive and toward the company's long-term outlook.

#roughly

Apollo Global Management warned Wednesday that credit default swaps on hyperscaler debt are pricing in more risk. Chief economist Torsten Slok tied the shift to weakening credit fundamentals rather than routine bond-dealer hedging.
Hyperscalers are the cloud computing giants, including Amazon, Microsoft, Google, and Meta, that run the infrastructure behind the AI boom. They face a credit default swap (CDS) gap against bank debt, widened to about 60 basis points since October 2025.
Slok made the case in a Wednesday note reported by CNBC.
"What the market is repricing is hyperscaler credit fundamentals, namely a debt-financed AI capex cycle with rising leverage, negative free cash flow and uncertain payback on depreciating ****** ets."
Dan Alpert, founding managing partner of Westwood Capital, compared the setup to the run-up to the 2008 mortgage crisis. He said banks have since built far bigger equity buffers and are more diversified than they were then.

#slok

Anthropic, one of the world's fastest-growing AI companies, announced on June 1 that it had filed a confidential Form S-1 with the SEC for its planned IPO. It could price its offering by the end of the year, and it's reportedly targeting a valuation of $2 trillion -- which would surpass **** eX's (NASDAQ: SPCX) $1.77 trillion to become the biggest IPO in history. That's more than double the valuation of $965 billion it reached after its last private funding round in May.
Should investors chase Anthropic's eagerly anticipated IPO, or should they wait for the initial hype to die down? Let's see what investors should know before it goes public.
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 »
Anthropic's annualized run rate exceeded $65 billion at the end of July, compared to roughly $9 billion at the end of 2025. That explosive growth was driven by the increased adoption of Claude (its family of large language models and AI **** istants) among enterprise customers, the integration of its application programming interfaces (APIs) into other applications, and its cloud infrastructure partnerships with Amazon (NASDAQ: AMZN) Web Services (AWS) and Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud.
Amazon and Alphabet both hold double-digit stakes in Anthropic, so its upcoming IPO could significantly boost their profits. Nvidia (NASDAQ: NVDA) has also reportedly been mulling a $10 billion investment in Anthropic's IPO to fortify its software optimization partnership and supply chain ties.

#NASDAQ

DTE Energy holds 2.4 GW of signed data center deals with between 5 and 6 GW more in the pipeline, supporting a $148 price target and 13% upside.
CEO Joi Harris confirmed Oracle's 1.4 GW project is under construction and Google's 1 GW deal could drive $5 billion in incremental capex through 2032.
CMS Energy's $24 billion capital plan and WEC's premium valuation both support DTE's forward P/E of 16 as reasonable and undervalued.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
DTE Energy (NYSE:DTE) is quietly turning into one of the most direct Michigan plays on hyperscale data center power demand. With 2.4 gigawatts of executed data center agreements already in hand and another five to six gigawatts in the pipeline, the AI-era load story is now a real earnings catalyst.

#billion

Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is no artificial intelligence (AI) stock, but it may be closer to one than most casual observers think. The exact percentage is also very broad. Amid the higher electricity demand driven by AI, one could argue that Berkshire Hathaway Energy is an AI company.
However, that does not help average investors, who cannot invest directly in that specific part of Berkshire. Instead, we only have its stock holdings with which to contend, but even when measured by those, the AI exposure is about 31%. Here are the two stocks and their role in Berkshire's portfolio.
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 »
Google-parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is the growth name among the two and the largest purchase during the Greg Abel era.
The purchases began under Warren Buffett in the third quarter of 2025, but most of the buying occurred after Abel took over, albeit with Buffett's encouragement. Between its two tickers, the company has bought nearly 106 million shares, increasing its portfolio share from 0% to just under 10% in less than one year.

#berkshire #NVIDIA

Alphabet's (GOOGL) Search revenue grew 17% to $63B and Cloud surged 82% to $25B, even as GOOGL still trades at a market-level P/E of 15.
Alphabet's cloud is outpacing Azure's growth at a cheaper multiple than Microsoft (MSFT), while Meta (META) owns none of Alphabet's cloud, OS, or Waymo ***** ets.
Alphabet's $175B+ CapEx pushed free cash flow negative, but a $460B cloud backlog and 34% operating margin justify the infrastructure bet.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Google made the cut. Enter your email to see the other nine names and why GOOGL earned its spot. The report is free. Enter your email and see the full list.
I keep adding to my position in Alphabet (NASDAQ:GOOGL) because the loudest bear case, that AI would gut Google Search and hollow out the ad engine, keeps getting louder while the numbers keep going the other way. The skeptics said generative AI would strip clicks out of the funnel. Instead, AI is actively boosting the advertising business, and my cost basis has been rising alongside the buy ***** on.

#free

Broadcom (AVGO) trades at just 19x forward earnings despite AI semiconductor revenue surging 221% YoY, supporting a $424 price target with 22% upside.
AVGO's 19x forward multiple looks cheap against NVIDIA (NVDA) at 24x and Marvell (MRVL) at 56x, despite faster AI revenue acceleration than both peers.
Hock Tan targets $230 billion in fiscal 2028 AI revenue across a $350 billion XPU pipeline with Google, OpenAI, and Meta as anchor customers.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Broadcom (NASDAQ:AVGO) has become the second most valuable custom AI chip franchise on the planet, yet the stock is down over the past month and trading well below its 52-week high. Our proprietary model says that disconnect is an opportunity.

#despite #nvda

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On September 15, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.43 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of -0.08%, while its shares gained 36.65% over the past 52 weeks.
Conventum – Alluvium Global Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) was the Fund's strongest performer over the quarter, up 24.4%. There's little to add from our last report, except that its 22% revenue growth exceeded our expectations, and it seems it can't keep up with demand, hence it has increased, yet again (and somewhat worryingly) its capital expenditure to budget (to USD 190b) and expects further increases next year."
Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. As per our database, 195 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the second quarter, which was 201 in the previous quarter. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#alphabet #NASDAQ #quarter #conventum

A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations, with investments from major groups including Google and Bill Gates-founded Breakthrough Energy Ventures (BEV). California-based Planted said the new capital expands its robotic fleet. The company said the funding also supports the launch of Sage, its next-generation robot, as demand outpaces the company's current capacity.Planted on September 15 said the funding round was led by Piva Capital and RA Capital Management Planetary Health, with participation from Gigascale Capital and Open AI-backer Khosla Ventures, along with Google and BEV. Gigascale Capital was founded by former Meta executive Mike Schroepfer."Globally, solar needs to be deployed about five times faster than it is today to hit the scale experts project we'll need by 2050, and the gap is growing as the industry confronts constraints involving supply chains, land, interconnection, and skilled labor," said Eric Brown, CEO of Planted. "The way to close that gap is to turn the construction of a power plant into a manufacturing problem: building robots and deployment systems, not just projects. We have robots in the field proving the model works today. This round is how we scale it."
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.

#Solar

Anthropic could reportedly complete an initial public offering (IPO) by early November, which could fetch a valuation of roughly $2 trillion. Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) are two stocks positioned to benefit if Anthropic goes public.
Anthropic said its annualized revenue reached $47 billion in May, up from the $14 billion run rate it disclosed on Feb. 12, 2026. That helped push its valuation to $965 billion on May 28, following a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.
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 »
Amazon and Alphabet hold minority stakes, providing investors with some exposure to Claude's growth. Moreover, if Anthropic does go public, it could raise additional capital to support the massive compute commitments it's already making with Amazon and Google.
In its second-quarter earnings release, Amazon reported that net income surged 244% year over year to $62.6 billion. A key driver was a $53.4 billion non-operating pre-tax gain recognized as "other income," which the company attributed primarily to its investment in Anthropic. This gain reflected the recent increase in valuation for Anthropic following its latest funding round. The gain represented 2% of Amazon's market cap at the time of the second-quarter earnings release.

#NVIDIA #capital #signal #valuation

A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations, with investments from major groups including Google and Bill Gates-founded Breakthrough Energy Ventures (BEV). California-based Planted said the new capital expands its robotic fleet. The company said the funding also supports the launch of Sage, its next-generation robot, as demand outpaces the company's current capacity.Planted on September 15 said the funding round was led by Piva Capital and RA Capital Management Planetary Health, with participation from Gigascale Capital and Open AI-backer Khosla Ventures, along with Google and BEV. Gigascale Capital was founded by former Meta executive Mike Schroepfer."Globally, solar needs to be deployed about five times faster than it is today to hit the scale experts project we'll need by 2050, and the gap is growing as the industry confronts constraints involving supply chains, land, interconnection, and skilled labor," said Eric Brown, CEO of Planted. "The way to close that gap is to turn the construction of a power plant into a manufacturing problem: building robots and deployment systems, not just projects. We have robots in the field proving the model works today. This round is how we scale it."
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.

#project #next

Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm ******* yst David O'Connor initiated coverage on the stock with an Overweight rating and a $460 price target.
O'Connor estimates demand running twice the available supply for Broadcom, which makes the ability to deliver chips central to his thesis. Even though the chipmaker boasts demand, component availability and deployment timing will determine its conversion into earnings.
The biggest advantage that Broadcom holds is that it doesn't need to win new customers, but to keep expanding what it ships to the ones it already has. The company is already ramping Meta's MTIA program and OpenAI's Jalapeno chips, along with two other customers.
Google's TPU program remains Broadcom's major volume ASIC program, while Anthropic is also scaling deployments using AVGO-enabled TPU compute. Broadcom also boasts a rising networking attach rate, which is currently around 30%. This would likely generate an estimated $20-30 billion of total content per gigawatt of deployed capacity.
The firm has a line of sight to 12 gigawatts of demand in fiscal 2027, rising toward an estimated 38 gigawatts by fiscal 2030. This underpins a roughly 51% EPS compound growth rate through the decade.

#asic

All eyes will be on the September Federal Open Market Committee (FOMC) meeting. Unless there is extraordinary news, like collapsing crude oil prices, I am fully expecting a key Fed interest rate hike.
The Fed never fights market rates. Since market rates have risen globally due to higher energy prices, and after the ECB hike, more central banks are expected to follow and raise key interest rates.
The big news is expected to be the FOMC statement that may signal whether or not the Fed is "one and done" or signal that more key interest rate hikes will be forthcoming. Under new Fed Chairman Warsh, the Fed may not provide good guidance, since Warsh wants Wall Street to take its cue from market rates.
Related: Louis Navellier is buying 3 headline-making stocks, including Google
The good news is that with a hike already baked into the cake, there shouldn't be a negative market reaction on September 16. In other words, don't fear the reaper because even if interest rates rise and market volatility increases, fundamentally superior stocks continue to outperform. Ahead of the meeting, however, I suspect the stock market will trade sideways.

#rates #warsh

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio's Bridgewater ******* ociates Q2 13F filings to see what new AI stocks the fund was buying.
ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly $63 million, a 0.26% portfolio weight. Nutanix, Inc. (NASDAQ:NTNX) was the other. The fund bought about 999,000 shares worth roughly $51 million, a 0.21% weight.
NOW regularly gets the limelight in the media, so let's focus on NTNX. The stock is down 11% over the past year.
Nutanix ended fiscal 2026 with recurring revenue of $2.55 billion, up 16%, and added more than 3,000 new customers during the year.
Why Nutanix's business can keep growing

#nutanix #ntnx #roughly #million