2 days ago
AA Milne's first Pooh book was published a century ago in October 1926. Generations of children loved it, but its inspiration, the author's own son, told the BBC that he took to "running away when people bring up the subject".
"Pooh, promise you won't forget about me, ever. Not even when I'm a hundred." This is the plaintive cry made by Christopher Robin to his teddy bear, Winnie-the-Pooh, in the final chapter of The House in Pooh Corner.
British novelist and playwright AA Milne needn't have worried. The first Winnie-the-Book was published 100 years ago in October 1926, and introduced a cast of characters modelled on the author's son and the soft toys he played with: lovably dim Pooh Bear, nervy Piglet, hyperactive Tigger, pessimistic Eeyore. Far from being forgotten, in the century since then the characters have taken on a life far beyond the parameters of their idyllic home, the Hundred Acre Wood.
BBC Radio 4, Desert Island Discs: Christopher Milne, 13/11/1976
From 1966, they became the subject of animated and live-action Disney films, in what is now one of the highest-grossing media franchises of all time. Pooh Bear has even courted controversy in Poland for being "inappropriate", sparked memes mocking the Chinese president Xi Jinping, and prompted tongue-in-cheek pop-culture theories in which the residents of the Hundred Acre Wood have been "diagnosed" with different psychological conditions.
#christopher #acre #wood
"Pooh, promise you won't forget about me, ever. Not even when I'm a hundred." This is the plaintive cry made by Christopher Robin to his teddy bear, Winnie-the-Pooh, in the final chapter of The House in Pooh Corner.
British novelist and playwright AA Milne needn't have worried. The first Winnie-the-Book was published 100 years ago in October 1926, and introduced a cast of characters modelled on the author's son and the soft toys he played with: lovably dim Pooh Bear, nervy Piglet, hyperactive Tigger, pessimistic Eeyore. Far from being forgotten, in the century since then the characters have taken on a life far beyond the parameters of their idyllic home, the Hundred Acre Wood.
BBC Radio 4, Desert Island Discs: Christopher Milne, 13/11/1976
From 1966, they became the subject of animated and live-action Disney films, in what is now one of the highest-grossing media franchises of all time. Pooh Bear has even courted controversy in Poland for being "inappropriate", sparked memes mocking the Chinese president Xi Jinping, and prompted tongue-in-cheek pop-culture theories in which the residents of the Hundred Acre Wood have been "diagnosed" with different psychological conditions.
#christopher #acre #wood
2 days ago
Eric Bauza, the voice actor behind the modern-day Bugs Bunny and Daffy Duck, among other iconic animated characters, has died at age 46, according to his family and official health records.
The Emmy Award-winner passed away Sunday from hypertensive cardiovascular disease, according to records from the Los Angeles County Medical Examiner.
Bauza's family said in a statement on his social media pages that he died "suddenly."
During his career, Bauza tallied hundreds of voice acting credits with multiple studios, including Disney, DreamWorks and Cartoon Network.
Eric Bauza attends the 2024 Entertainment Community Fund Gala at Marriott Marquis Theater in New York City, on April 8, 2024. - Marleen Moise/WireImage/Getty Images
#bauza #eric #voice #died
The Emmy Award-winner passed away Sunday from hypertensive cardiovascular disease, according to records from the Los Angeles County Medical Examiner.
Bauza's family said in a statement on his social media pages that he died "suddenly."
During his career, Bauza tallied hundreds of voice acting credits with multiple studios, including Disney, DreamWorks and Cartoon Network.
Eric Bauza attends the 2024 Entertainment Community Fund Gala at Marriott Marquis Theater in New York City, on April 8, 2024. - Marleen Moise/WireImage/Getty Images
#bauza #eric #voice #died
2 days ago
Data centers have emerged as a national issue during this midterm election cycle, and candidates for the House and Senate have seized on it in their campaigns.
But state and local officials actually have more sway over data center construction and energy infrastructure, so the winners of lower-profile races may hold the economy's future in their hands.
Hyperscalers have been spending hundreds of billions of dollars a year, with forecasts for 2027 topping $1 trillion. JPMorgan has estimated AI-related investment was responsible for about one-fifth of GDP growth over the past year. ******* ysts at ING believe AI will account for a third of growth in 2026.
With Election Day just over a week away and early voting already in full swing in many states, expectations for big Democratic gains could weigh on the stock market, which has sold off in recent days on fears the AI boom will go bust.
If there is a further stock slump, it will be because a "blue wave" at the state and local levels will usher in lawmakers opposed to data centers, Thierry Wizman, global FX and rates strategist at Macquarie, said in a note on Monday.
#local #House
But state and local officials actually have more sway over data center construction and energy infrastructure, so the winners of lower-profile races may hold the economy's future in their hands.
Hyperscalers have been spending hundreds of billions of dollars a year, with forecasts for 2027 topping $1 trillion. JPMorgan has estimated AI-related investment was responsible for about one-fifth of GDP growth over the past year. ******* ysts at ING believe AI will account for a third of growth in 2026.
With Election Day just over a week away and early voting already in full swing in many states, expectations for big Democratic gains could weigh on the stock market, which has sold off in recent days on fears the AI boom will go bust.
If there is a further stock slump, it will be because a "blue wave" at the state and local levels will usher in lawmakers opposed to data centers, Thierry Wizman, global FX and rates strategist at Macquarie, said in a note on Monday.
#local #House
2 days ago
Eric Bauza, the Emmy Award-winning voice actor known for bringing some of the most famous Looney Tunes characters to life, has died at the age of 46.
Bauza died at a home in Los Angeles County on Sunday, October 25. The Los Angeles County Medical Examiner determined that his cause of death was hypertensive cardiovascular disease and classified his death as natural. He also had sleep apnea and class 2 obesity.
His family announced his death in a statement posted to his Instagram account on Sunday.
Bauza was best known as one of the modern voices behind Bugs Bunny and Daffy Duck, but his work spanned a host of other beloved Looney Tunes characters, including Porky Pig, Tweety, Elmer Fudd, Foghorn Leghorn, and Road Runner.
According to IMDB, his extensive career included voicing characters in over 400 productions, with roles in productions including "Space Jam: A New Legacy," "Looney Tunes Cartoons," "Avatar: The Last Airbender," and "Scooby-Doo! Mystery Incorporated."
#bauza #characters #died
Bauza died at a home in Los Angeles County on Sunday, October 25. The Los Angeles County Medical Examiner determined that his cause of death was hypertensive cardiovascular disease and classified his death as natural. He also had sleep apnea and class 2 obesity.
His family announced his death in a statement posted to his Instagram account on Sunday.
Bauza was best known as one of the modern voices behind Bugs Bunny and Daffy Duck, but his work spanned a host of other beloved Looney Tunes characters, including Porky Pig, Tweety, Elmer Fudd, Foghorn Leghorn, and Road Runner.
According to IMDB, his extensive career included voicing characters in over 400 productions, with roles in productions including "Space Jam: A New Legacy," "Looney Tunes Cartoons," "Avatar: The Last Airbender," and "Scooby-Doo! Mystery Incorporated."
#bauza #characters #died
2 days ago
Oct. 26 (UPI) -- Actor Eric Bauza, the voice of Bugs Bunny and other Looney Tunes characters in recent years, has died, according to his family. He was 46.
His death was announced late Sunday on his Instagram account. The statement from his family said that he "has passed away suddenly" and more details would be later announced.
The Los Angeles County Medical Examiner said in a report that Bauza died Sunday at his residence. The cause was hypertensive cardiovascular disease.
Emmy Award-winning writer and producer Aaron J. Waltke offered his condolences online following the death of Bauza, whom he worked with on several projects.
"Working with Eric Bauza was such a tremendous joy. He was always so kind and open-hearted, even before he became the voice of our childhood," Waltke said on X.
#announced #actor
His death was announced late Sunday on his Instagram account. The statement from his family said that he "has passed away suddenly" and more details would be later announced.
The Los Angeles County Medical Examiner said in a report that Bauza died Sunday at his residence. The cause was hypertensive cardiovascular disease.
Emmy Award-winning writer and producer Aaron J. Waltke offered his condolences online following the death of Bauza, whom he worked with on several projects.
"Working with Eric Bauza was such a tremendous joy. He was always so kind and open-hearted, even before he became the voice of our childhood," Waltke said on X.
#announced #actor
20 days ago
Shaun of the Dead and Mission: Impossible films star Simon Pegg has revealed he has been diagnosed with ADHD, which he said "confirmed a lot of stuff that I'd been wrestling with".
Pegg, 56, who also co-created and starred in films Hot Fuzz, The World's End, and TV series ******* ed, said "there was a lot of build-up and suspicion, and it just took a while actually to get there."
Speaking on the podcast I'm ADHD! No You're Not on Thursday, he said he pursued a diagnosis as he "just wanted to know".
ADHD symptoms focus on three main areas - inattention, hyperactivity and impulsivity plus lack of concentration.
Although many people may feel like they have some similar symptoms, genetics play an important role in ADHD and a full diagnosis is given to those who are negatively affected on a daily basis.
#mission
Pegg, 56, who also co-created and starred in films Hot Fuzz, The World's End, and TV series ******* ed, said "there was a lot of build-up and suspicion, and it just took a while actually to get there."
Speaking on the podcast I'm ADHD! No You're Not on Thursday, he said he pursued a diagnosis as he "just wanted to know".
ADHD symptoms focus on three main areas - inattention, hyperactivity and impulsivity plus lack of concentration.
Although many people may feel like they have some similar symptoms, genetics play an important role in ADHD and a full diagnosis is given to those who are negatively affected on a daily basis.
#mission
21 days ago
Saved by the Bell actor Dennis Haskins' cause of death has now been disclosed one week after his passing. Haskins, who was best known for playing Principal Belding on the hit NBC sitcom, died at the age of 75. The newly revealed details now provide insight into the health condition that led to his death.
Dennis Haskins' death certificate has revealed new details about the health issues that he faced before his death. The document confirms that Parkinson's disease was the immediate cause of death for the actor.
The certificate, obtained by TMZ from the Los Angeles County Department of Public Health, states that Haskins died on September 27, 2026, at Providence Saint Joseph Medical Center in Burbank. It also mentions several other conditions, including irritable bowel syndrome, depression, hypertension, and benign prostatic hyperplasia.
Haskins had kept his Parkinson's diagnosis largely out of the public eye. His ex-wife, Sarah Quinones, previously said that he went to considerable lengths to keep his illness private, including cutting off communication with people who were close to him. According to Quinones, Haskins stopped returning her calls and messages, as well as those from other confidants who tried to reach him.
Haskins reportedly spent the latter part of his life in an **** isted-living facility. His friend and caretaker Kimberly Snow said he had been dealing with Parkinson's for eight years and had remained in **** isted care since receiving the diagnosis. Previously, Haskins agent Jay Schacher said, "It's a tragic loss. He was a great person, and he loved, I mean absolutely LOVED his fans. He always had time for them, no matter what."
#haskins #loved #actor
Dennis Haskins' death certificate has revealed new details about the health issues that he faced before his death. The document confirms that Parkinson's disease was the immediate cause of death for the actor.
The certificate, obtained by TMZ from the Los Angeles County Department of Public Health, states that Haskins died on September 27, 2026, at Providence Saint Joseph Medical Center in Burbank. It also mentions several other conditions, including irritable bowel syndrome, depression, hypertension, and benign prostatic hyperplasia.
Haskins had kept his Parkinson's diagnosis largely out of the public eye. His ex-wife, Sarah Quinones, previously said that he went to considerable lengths to keep his illness private, including cutting off communication with people who were close to him. According to Quinones, Haskins stopped returning her calls and messages, as well as those from other confidants who tried to reach him.
Haskins reportedly spent the latter part of his life in an **** isted-living facility. His friend and caretaker Kimberly Snow said he had been dealing with Parkinson's for eight years and had remained in **** isted care since receiving the diagnosis. Previously, Haskins agent Jay Schacher said, "It's a tragic loss. He was a great person, and he loved, I mean absolutely LOVED his fans. He always had time for them, no matter what."
#haskins #loved #actor
21 days ago
An expert has explained Prince Harry's decision to shield Prince Archie and Princess Lilibet from public attention. The Duke and ****** ss of Sussex have been fiercely protective of their kids' privacy since their births. To date, the couple has avoided releasing full-face images of the royal children.
A royal expert has offered insight into why Prince Harry and Meghan Markle's children have largely stayed out of view.
According to Royal Editor Matt Wilkinson, the Duke's own upbringing is key to understanding his parenting approach. Having spent his entire childhood in front of the cameras, Harry is now hyper-aware of what constant public attention can do.
Speaking on the A Right Royal podcast, Wilkinson explained, "My understanding of this, or up to a certain stage, is that Harry would much rather his children were not seen. He doesn't want them to be tapped."
As reported by the Daily Express, he further noted that Markle brings a different perspective to the decision. Having had a private California upbringing, she likely wouldn't feel the same instinct to keep them out of sight.
#prince #wilkinson #decision
A royal expert has offered insight into why Prince Harry and Meghan Markle's children have largely stayed out of view.
According to Royal Editor Matt Wilkinson, the Duke's own upbringing is key to understanding his parenting approach. Having spent his entire childhood in front of the cameras, Harry is now hyper-aware of what constant public attention can do.
Speaking on the A Right Royal podcast, Wilkinson explained, "My understanding of this, or up to a certain stage, is that Harry would much rather his children were not seen. He doesn't want them to be tapped."
As reported by the Daily Express, he further noted that Markle brings a different perspective to the decision. Having had a private California upbringing, she likely wouldn't feel the same instinct to keep them out of sight.
#prince #wilkinson #decision
21 days ago
Oracle, Microsoft, and Amazon helped push hyperscaler capex past $400 billion in 2025, a figure that exceeded combined operating cash flow for the first time.
Meta and Alphabet fund an AI buildout projected at $9 trillion through 2032, averaging 3.22% of GDP and topping railroads' historic 2.24% share.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Railroads made Cornelius Vanderbilt America's richest person by the 1860s, dying in 1877 with an estate estimated at $95 million to $105 million, larger than U.S. Treasury holdings. By share of GDP, Vanderbilt places third among the richest Americans, behind Rockefeller and Carnegie. Within years, his industry's financing gave way, a warning for today's AI expansion.
The rail network doubled from 35,000 to 70,000 miles between 1865 and 1872, with bonds financing more than three-quarters of it. On September 18, 1873, Jay Cooke's bank failed. The New York Stock Exchange closed for ten days, its first closure ever.
#railroads #amazon
Meta and Alphabet fund an AI buildout projected at $9 trillion through 2032, averaging 3.22% of GDP and topping railroads' historic 2.24% share.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Railroads made Cornelius Vanderbilt America's richest person by the 1860s, dying in 1877 with an estate estimated at $95 million to $105 million, larger than U.S. Treasury holdings. By share of GDP, Vanderbilt places third among the richest Americans, behind Rockefeller and Carnegie. Within years, his industry's financing gave way, a warning for today's AI expansion.
The rail network doubled from 35,000 to 70,000 miles between 1865 and 1872, with bonds financing more than three-quarters of it. On September 18, 1873, Jay Cooke's bank failed. The New York Stock Exchange closed for ten days, its first closure ever.
#railroads #amazon
21 days ago
A joke about an old romance has put Kim Kardashian and Pete Davidson back in the headlines. The comedian is looking back on it with humor, while she, according to a source, is still sensitive about the subject. The source also says she has taken a firm stance on how she deals with Davidson, and it is not a "chapter of her life she's willing to discuss."
Pete Davidson, 32, recently spoke about his past with Kim Kardashian, calling himself "one of the survivors — the few and the proud." He went on to add, "We're like the Marines." The comedian also maintained that he still has "a lot of love" for the Skims founder, 45. Davidson also added that Kardashian respected his privacy, but the constant cameras were still too much for him. "I knew what I was getting into," he said.
Following his remarks on their brief relationship, a source close to Kardashian spoke to In Touch. The source said Kim remains "hyper sensitive" about Davidson. She has reportedly told people she won't discuss that chapter of her life and "would prefer if they didn't bring it up." The source drew a contrast with her marriage to Kanye West. Leaving West brought relief and freedom, the source said. Davidson ending their relationship, by comparison, brought "rejection and devastation."
According to the source, Davidson knows he hurt Kardashian and feels terrible about it. The source also claimed he is "genuinely happy" that she has moved on with someone else. He would nonetheless "love to build a friendship" with his ex, the source said. Kardashian, however, sees things differently. The source said she has chosen to "draw a firm line under the past" and has essentially banished Pete Davidson from her personal universe. "She wishes him the best," adds the source, "but doesn't need his apologies or friendship."
The source also described how deeply the breakup affected her. It reportedly "crushed her ego" and took a long time to process. The 45-year-old was said to be "madly in love" and convinced they had a future, even if the relationship was short.
#davidson #pete #relationship
Pete Davidson, 32, recently spoke about his past with Kim Kardashian, calling himself "one of the survivors — the few and the proud." He went on to add, "We're like the Marines." The comedian also maintained that he still has "a lot of love" for the Skims founder, 45. Davidson also added that Kardashian respected his privacy, but the constant cameras were still too much for him. "I knew what I was getting into," he said.
Following his remarks on their brief relationship, a source close to Kardashian spoke to In Touch. The source said Kim remains "hyper sensitive" about Davidson. She has reportedly told people she won't discuss that chapter of her life and "would prefer if they didn't bring it up." The source drew a contrast with her marriage to Kanye West. Leaving West brought relief and freedom, the source said. Davidson ending their relationship, by comparison, brought "rejection and devastation."
According to the source, Davidson knows he hurt Kardashian and feels terrible about it. The source also claimed he is "genuinely happy" that she has moved on with someone else. He would nonetheless "love to build a friendship" with his ex, the source said. Kardashian, however, sees things differently. The source said she has chosen to "draw a firm line under the past" and has essentially banished Pete Davidson from her personal universe. "She wishes him the best," adds the source, "but doesn't need his apologies or friendship."
The source also described how deeply the breakup affected her. It reportedly "crushed her ego" and took a long time to process. The 45-year-old was said to be "madly in love" and convinced they had a future, even if the relationship was short.
#davidson #pete #relationship
1 month ago
On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company's position in telecom infrastructure, cloud software, and hardware networking solutions.
Riley noted that the company's networking businesses are seeing strong growth. In Q2 2026, Optical Networks revenue increased 20% year-over-year, while IP Networks grew 16%. Net sales to AI and cloud customers also surged 105%. The research firm noted that hyperscalers continue to purchase Nokia Oyj's (NYSE:NOK) AI networking products to support large-scale computing clusters.
The company's AI and cloud opportunity is also reflected in its order book. Nokia Oyj (NYSE:NOK) reported EUR 2.8 billion in AI and cloud order intake during the second quarter of 2026. B. Riley pointed out that this provides revenue visibility into 2027. The firm also noted that the carrier inventory correction cycle that had weighed on global capital expenditures has now concluded.
Riley derived its $15 price target using a sum-of-the-parts valuation that separates the company's legacy ****** ets from its data center business. The firm applied a premium hardware multiple to the data center segment, reflecting its view of the potential operating leverage in that business.
Profitability Remains a Concern
#riley #NYSE #firm
Riley noted that the company's networking businesses are seeing strong growth. In Q2 2026, Optical Networks revenue increased 20% year-over-year, while IP Networks grew 16%. Net sales to AI and cloud customers also surged 105%. The research firm noted that hyperscalers continue to purchase Nokia Oyj's (NYSE:NOK) AI networking products to support large-scale computing clusters.
The company's AI and cloud opportunity is also reflected in its order book. Nokia Oyj (NYSE:NOK) reported EUR 2.8 billion in AI and cloud order intake during the second quarter of 2026. B. Riley pointed out that this provides revenue visibility into 2027. The firm also noted that the carrier inventory correction cycle that had weighed on global capital expenditures has now concluded.
Riley derived its $15 price target using a sum-of-the-parts valuation that separates the company's legacy ****** ets from its data center business. The firm applied a premium hardware multiple to the data center segment, reflecting its view of the potential operating leverage in that business.
Profitability Remains a Concern
#riley #NYSE #firm
1 month ago
On September 9, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) raised £4.25 billion, or about $5.76 billion, in its first-ever sterling bond sale, slightly more than initially expected, as part of a four-tranche deal spanning 3 to 19 years. Final investor demand came in at more than £10.65 billion, roughly 2.5 times the amount raised, but that was notably lower than the demand Alphabet saw for its own sterling debut in February, a sign ******* ysts said shows hyperscaler borrowing may be starting to test the limits of investor appetite.
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.
#sterling #infrastructure #NASDAQ #amzn
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.
#sterling #infrastructure #NASDAQ #amzn
1 month ago
Updated Sept. 18, 2026 4:59 pm ET
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(3 min)
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1357 ET – Hyperliquid’s HYPE token rises 6.7% to $90.83 after the exchange announced that it would enable direct borrowing on its platform. HYPE hit a record $92.43 earlier in the session. Hyperliquid says that it will let users supply HYPE or BTC as collateral for loans, offering 65% and 50% loan-to-value, respectively, according to a statement on its website. The HYPE token has gained 30% in the past two months alone.(kirk.maltaiswsj.com)
#market
Listen
(3 min)
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1357 ET – Hyperliquid’s HYPE token rises 6.7% to $90.83 after the exchange announced that it would enable direct borrowing on its platform. HYPE hit a record $92.43 earlier in the session. Hyperliquid says that it will let users supply HYPE or BTC as collateral for loans, offering 65% and 50% loan-to-value, respectively, according to a statement on its website. The HYPE token has gained 30% in the past two months alone.(kirk.maltaiswsj.com)
#market
1 month ago
A crypto whale appears to be shifting a large portion of its portfolio from Bitcoin into Ethereum.
According to blockchain ***** ytics platform Lookonchain, 11 newly created wallets suspected to belong to the same whale, sold 602 BTC and bought 18,780 ETH on Hyperliquid over the past three days. Both sides of the transactions were worth roughly $45.83 million, indicating a large-scale portfolio rebalancing.
At press time, Bitcoin was trading around $81,001, up nearly 5.5% over the past 24 hours, while Ether was around $2,594, gaining about 5%.
JPMorgan says one ***** et class could soon beat gold
Kevin O'Leary has a warning on Washington's tax plans
#whale #Portfolio #ethereum #lookonchain
According to blockchain ***** ytics platform Lookonchain, 11 newly created wallets suspected to belong to the same whale, sold 602 BTC and bought 18,780 ETH on Hyperliquid over the past three days. Both sides of the transactions were worth roughly $45.83 million, indicating a large-scale portfolio rebalancing.
At press time, Bitcoin was trading around $81,001, up nearly 5.5% over the past 24 hours, while Ether was around $2,594, gaining about 5%.
JPMorgan says one ***** et class could soon beat gold
Kevin O'Leary has a warning on Washington's tax plans
#whale #Portfolio #ethereum #lookonchain
1 month ago
FleetCor and CEO Ronald Clarke agreed to a $100 million payment resolving Federal Trade Commission litigation. The settlement follows years of court action over hidden charges involving commercial fuel cards. Harm reached tens of thousands among small-business customers seeking lower operating costs. Regulators say promised savings disappeared beneath undisclosed billing practices.
Federal regulators accused FleetCor, which now operates as Corpay, of imposing unauthorized fees totaling hundreds of millions. Investigators found improper late penalties despite timely remittance or company barriers that prevented payment. Officials cited misleading claims about gas savings, fraud controls, plus card-related expenses. Those practices harmed operators across the United States, according to a 2019 complaint.
Regulators found FleetCor often waited several billing cycles before adding many charges. Delayed timing made extra costs harder for customers to notice. Invoices omitted fee disclosures, pushing account holders toward separate management reports. Even those documents obscured some amounts among unrelated details or excluded them entirely.
"FleetCor deceived its small business customers by promising fuel savings that never materialized," Christopher Mufarrige said. He directs FTC's Bureau of Consumer Protection. Agency officials also criticized hidden and unauthorized charges. Settlement terms channel restitution toward harmed account holders.
In 2023, one federal district court granted summary judgment to the FTC on every count. Its ruling found hidden charges and false representations involving savings, fees, plus fraud-control features. Permanent injunction terms barred FleetCor from billing without informed consent alongside clear disclosures. That order also prohibited deceptive fuel-card claims or hiding material information behind hyperlinks.
#fleetcor #savings
Federal regulators accused FleetCor, which now operates as Corpay, of imposing unauthorized fees totaling hundreds of millions. Investigators found improper late penalties despite timely remittance or company barriers that prevented payment. Officials cited misleading claims about gas savings, fraud controls, plus card-related expenses. Those practices harmed operators across the United States, according to a 2019 complaint.
Regulators found FleetCor often waited several billing cycles before adding many charges. Delayed timing made extra costs harder for customers to notice. Invoices omitted fee disclosures, pushing account holders toward separate management reports. Even those documents obscured some amounts among unrelated details or excluded them entirely.
"FleetCor deceived its small business customers by promising fuel savings that never materialized," Christopher Mufarrige said. He directs FTC's Bureau of Consumer Protection. Agency officials also criticized hidden and unauthorized charges. Settlement terms channel restitution toward harmed account holders.
In 2023, one federal district court granted summary judgment to the FTC on every count. Its ruling found hidden charges and false representations involving savings, fees, plus fraud-control features. Permanent injunction terms barred FleetCor from billing without informed consent alongside clear disclosures. That order also prohibited deceptive fuel-card claims or hiding material information behind hyperlinks.
#fleetcor #savings
1 month ago
The Federal Reserve raised interest rates for the first time since July 2023 on Wednesday, and the S&P 500 (SNPINDEX: ^GSPC) immediately dropped. It rose again before the day was over, but it's been steadily declining over the past month since hitting a high in mid-August.
There are a number of reasons for the fall, and part of that has been the anticipation of rate hikes. The Fed's decision has a lot to do with the other reasons, including high inflation and rising oil prices, and none of these spell enthusiasm for the market. Here's how the inflation outlook and accompanying interest rates signal a warning for investors.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The simple version is that rising oil prices increase production costs, leading to higher consumer prices. The artificial intelligence (AI) buildout is contributing as well; memory prices are skyrocketing as hyperscalers have an insatiable demand for scarce memory products, and Apple, for example, said it's going to raise some prices.
As inflation surges and prices go up, it's harder for shoppers to keep spending. The worry is that lower consumer spending will lead to sagging sales for many companies, and the market is pricing that in as the inflation outlook persists.
#inflation #since #high #market
There are a number of reasons for the fall, and part of that has been the anticipation of rate hikes. The Fed's decision has a lot to do with the other reasons, including high inflation and rising oil prices, and none of these spell enthusiasm for the market. Here's how the inflation outlook and accompanying interest rates signal a warning for investors.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The simple version is that rising oil prices increase production costs, leading to higher consumer prices. The artificial intelligence (AI) buildout is contributing as well; memory prices are skyrocketing as hyperscalers have an insatiable demand for scarce memory products, and Apple, for example, said it's going to raise some prices.
As inflation surges and prices go up, it's harder for shoppers to keep spending. The worry is that lower consumer spending will lead to sagging sales for many companies, and the market is pricing that in as the inflation outlook persists.
#inflation #since #high #market
1 month ago
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest companies in the world. Nvidia holds the top spot, sitting at a $5.3 trillion valuation. Micron currently sits at 13th place worldwide, with a $1.1 trillion valuation. These companies are also two of the biggest beneficiaries of the artificial intelligence (AI) build-out, and with that expected to ramp up again in 2027, these two are in a prime position to benefit.
But which stock stands to benefit more? Let's take a look at these two and see which stock makes the most sense for your investment dollars.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Nvidia and Micron are partners in the AI arms race. Micron makes memory chips, including DRAM memory that's utilized inside Nvidia GPUs. Micron's DRAM chips are also utilized in several other competitors' products, and demand for these products continues to rise.
Nvidia forecasts that the big five AI hyperscalers will spend nearly $800 billion on data center capital expenditures during 2026. Next year, that figure is projected to rise to $1.3 trillion. That's a lot of GPUs from Nvidia, filled with memory chips from Micron. There is huge demand for each company's product, but there is a stark difference in the long-term demand curve for each.
#memory #demand #gpus
But which stock stands to benefit more? Let's take a look at these two and see which stock makes the most sense for your investment dollars.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Nvidia and Micron are partners in the AI arms race. Micron makes memory chips, including DRAM memory that's utilized inside Nvidia GPUs. Micron's DRAM chips are also utilized in several other competitors' products, and demand for these products continues to rise.
Nvidia forecasts that the big five AI hyperscalers will spend nearly $800 billion on data center capital expenditures during 2026. Next year, that figure is projected to rise to $1.3 trillion. That's a lot of GPUs from Nvidia, filled with memory chips from Micron. There is huge demand for each company's product, but there is a stark difference in the long-term demand curve for each.
#memory #demand #gpus
1 month ago
Zcash (ZEC) has climbed 177.8% in a month, and the traders betting against it are paying for that move.
One short was closed at a $10.68 million loss this week, and the largest position still open sits $33.87 million underwater on Hyperliquid.
Lookonchain flagged the closed trade before the exit, citing 26 consecutive wins and an 89% rate across 47 trades. That record had produced more than $9 million in profit.
The short covered 12,285 ZEC and was worth $18.31 million earlier, with liquidation set at $1,550.66. Hyperliquid data shows the account now holds no positions at all.
Garrett Jin holds the largest short still open, covering 37,999 ZEC worth $59.37 million. He built the position at an average price of $671.05, so it now shows an unrealized loss of $33.87 million.
#million #open
One short was closed at a $10.68 million loss this week, and the largest position still open sits $33.87 million underwater on Hyperliquid.
Lookonchain flagged the closed trade before the exit, citing 26 consecutive wins and an 89% rate across 47 trades. That record had produced more than $9 million in profit.
The short covered 12,285 ZEC and was worth $18.31 million earlier, with liquidation set at $1,550.66. Hyperliquid data shows the account now holds no positions at all.
Garrett Jin holds the largest short still open, covering 37,999 ZEC worth $59.37 million. He built the position at an average price of $671.05, so it now shows an unrealized loss of $33.87 million.
#million #open
1 month ago
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
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
1 month ago
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One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: 'Outlook Cloudy': Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds and SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate
#upside #backup #thursday
One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: 'Outlook Cloudy': Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds and SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate
#upside #backup #thursday
1 month ago
An anonymous trader known only by their wallet address 0x3bca had their $7.19 million short position on the S&P 500 fully liquidated on Hyperliquid as the broader market rebounded on Wednesday. The liquidation was tracked via onchain data on Hypurrscan.
A short position is a trade that profits when an ***** et's price falls. The trader was betting the S&P 500 would decline, and when it moved in the opposite direction, the position was forcibly closed at a loss.
Related: Kevin O'Leary has a warning on Washington's tax plans
Liquidation happens when a leveraged trade moves far enough against the trader that the exchange automatically closes it to prevent further losses. Hyperliquid is a decentralized exchange that lets users trade perpetual contracts, derivatives that track an ***** et's price without an expiration date, on crypto, equities and commodities.
The Hypurrscan data shows the wallet held a total portfolio value of roughly $7.85 million at the time, with exposure to S&P 500, XYZ100, BTC and gold contracts. The transaction history reveals a flurry of activity in the seconds surrounding the liquidation, including multiple "Close Long" orders on Robinhood stock (xyz:HOOD) at $109.48 and fresh "Open Long" positions on BTC at approximately $76,568.
#trader #position #hyperliquid #short
A short position is a trade that profits when an ***** et's price falls. The trader was betting the S&P 500 would decline, and when it moved in the opposite direction, the position was forcibly closed at a loss.
Related: Kevin O'Leary has a warning on Washington's tax plans
Liquidation happens when a leveraged trade moves far enough against the trader that the exchange automatically closes it to prevent further losses. Hyperliquid is a decentralized exchange that lets users trade perpetual contracts, derivatives that track an ***** et's price without an expiration date, on crypto, equities and commodities.
The Hypurrscan data shows the wallet held a total portfolio value of roughly $7.85 million at the time, with exposure to S&P 500, XYZ100, BTC and gold contracts. The transaction history reveals a flurry of activity in the seconds surrounding the liquidation, including multiple "Close Long" orders on Robinhood stock (xyz:HOOD) at $109.48 and fresh "Open Long" positions on BTC at approximately $76,568.
#trader #position #hyperliquid #short
1 month ago
During the September 14 episode of Mad Money, Jim Cramer addressed the broader tech sector pullback and mentioned Broadcom Inc. (NASDAQ:AVGO) as an attractive option for investors looking past short-term volatility. He stated:
Well, it's a tough time to come out to San Francisco, a day when the whole AI complex is getting hammered because Anthropic and OpenAI seem to be, I don't know… pulling in their horns. Actually, I think there's some real bargains in this group. Take Broadcom, the maker of chips, networking equipment, and tech infrastructure and software with a stock that's down more than 10% over the past month. At the beginning of this month, Broadcom reported a strong set of results, issued a spectacular multi-year forecast, but their guidance for the current quarter was, I don't know, viewed by some as in line.
The stock got slammed. I think Broadcom's still on track to put up some incredible growth because they're at the heart of the AI ecosystem because the company's never let us down in all the years my Charitable Trust has owned it. And down here, roughly 150 points below its June high, the stock may be too cheap to ignore.
Recent financial reports from Broadcom Inc. (NASDAQ:AVGO) highlights the scale of expansion driving its core semiconductor and infrastructure divisions. Total revenue for the fiscal third quarter reached $29.6 billion, representing an 85.5% increase compared to the same period in the previous year. Artificial intelligence semiconductor revenue surged 221% to $16.7 billion, accounting for roughly 56% of total revenue. Remaining performance obligations climbed significantly to $179.2 billion, providing substantial visibility into future contracted revenue. Broadcom also serves major hyperscale AI customers including Alphabet and Meta Platforms.
Management raised its full year guidance to $58 billion from $56 billion in artificial intelligence revenue, while projecting $115 billion for fiscal 2027 and $230 billion for fiscal 2028. The figures highlight a deep integration into the enterprise artificial intelligence ecosystem through custom accelerators and high-speed networking solutions.
#down #year #fiscal #NASDAQ
Well, it's a tough time to come out to San Francisco, a day when the whole AI complex is getting hammered because Anthropic and OpenAI seem to be, I don't know… pulling in their horns. Actually, I think there's some real bargains in this group. Take Broadcom, the maker of chips, networking equipment, and tech infrastructure and software with a stock that's down more than 10% over the past month. At the beginning of this month, Broadcom reported a strong set of results, issued a spectacular multi-year forecast, but their guidance for the current quarter was, I don't know, viewed by some as in line.
The stock got slammed. I think Broadcom's still on track to put up some incredible growth because they're at the heart of the AI ecosystem because the company's never let us down in all the years my Charitable Trust has owned it. And down here, roughly 150 points below its June high, the stock may be too cheap to ignore.
Recent financial reports from Broadcom Inc. (NASDAQ:AVGO) highlights the scale of expansion driving its core semiconductor and infrastructure divisions. Total revenue for the fiscal third quarter reached $29.6 billion, representing an 85.5% increase compared to the same period in the previous year. Artificial intelligence semiconductor revenue surged 221% to $16.7 billion, accounting for roughly 56% of total revenue. Remaining performance obligations climbed significantly to $179.2 billion, providing substantial visibility into future contracted revenue. Broadcom also serves major hyperscale AI customers including Alphabet and Meta Platforms.
Management raised its full year guidance to $58 billion from $56 billion in artificial intelligence revenue, while projecting $115 billion for fiscal 2027 and $230 billion for fiscal 2028. The figures highlight a deep integration into the enterprise artificial intelligence ecosystem through custom accelerators and high-speed networking solutions.
#down #year #fiscal #NASDAQ
1 month ago
MANILA, Philippines (AP) — A shooting at a high school in the southern Philippines on Friday left two 14-year-old students and the teenage gunman dead and wounded at least eight people, local government and police officials said.
The shooting at Banga National High School in the South Cotabato town of Banga is under investigation, the Philippine National Police said in a statement. Police officers secured the campus and coordinated with school officials and medical responders, the statement said.
South Cotabato Governor Reynaldo Tamayo said the two students killed were a boy and a girl, both 14. He said the gunman also shot himself and died.
Banga Mayor Albert Palencia told DZBB radio that the gunman hit 10 students in the classroom next to his, two of whom died while eight were wounded. A person who was hyperventilating was also brought to a hospital, according to the governor.
Tamayo said the gunman's best friend told officials that the teenager was a member of an online "true crimes community." Authorities were investigating the account and whether it had any connection to the shooting, he said.
#students #south
The shooting at Banga National High School in the South Cotabato town of Banga is under investigation, the Philippine National Police said in a statement. Police officers secured the campus and coordinated with school officials and medical responders, the statement said.
South Cotabato Governor Reynaldo Tamayo said the two students killed were a boy and a girl, both 14. He said the gunman also shot himself and died.
Banga Mayor Albert Palencia told DZBB radio that the gunman hit 10 students in the classroom next to his, two of whom died while eight were wounded. A person who was hyperventilating was also brought to a hospital, according to the governor.
Tamayo said the gunman's best friend told officials that the teenager was a member of an online "true crimes community." Authorities were investigating the account and whether it had any connection to the shooting, he said.
#students #south
1 month ago
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
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
1 month ago
Every time Silicon Valley's biggest names line up behind a single message, someone eventually asks who benefits from such universal agreement. This time, that someone was the investor best known for calling the housing crash before almost anyone else saw it coming.
Michael Burry has spent the past year building a reputation as one of the AI industry's loudest skeptics. His latest target is not a stock but a story. When three of the sector's most powerful executives suddenly agreed the technology needed to slow down, Burry saw the timing as less about caution and more like a self-serving pitch.
Burry has spent much of 2026 building short positions against companies tied to the AI trade, disclosing bets against Nvidia, Tesla, Micron, Applied Materials, Caterpillar and a leading semiconductor ETF, according to TheStreet.
On September 14, Burry published a post on X and on his Substack, Cassandra Unchained, arguing that people should take a moment to understand how self-serving it is for OpenAI, Anthropic and other big hyperscaler executives to talk about slowing things down. The post circulated quickly across financial media, Yahoo Finance reported.
Related: Michael Burry doubles down on his surprising AI bet
#michael #time #someone
Michael Burry has spent the past year building a reputation as one of the AI industry's loudest skeptics. His latest target is not a stock but a story. When three of the sector's most powerful executives suddenly agreed the technology needed to slow down, Burry saw the timing as less about caution and more like a self-serving pitch.
Burry has spent much of 2026 building short positions against companies tied to the AI trade, disclosing bets against Nvidia, Tesla, Micron, Applied Materials, Caterpillar and a leading semiconductor ETF, according to TheStreet.
On September 14, Burry published a post on X and on his Substack, Cassandra Unchained, arguing that people should take a moment to understand how self-serving it is for OpenAI, Anthropic and other big hyperscaler executives to talk about slowing things down. The post circulated quickly across financial media, Yahoo Finance reported.
Related: Michael Burry doubles down on his surprising AI bet
#michael #time #someone
1 month ago
Interested in Walmart Inc.? Here are five stocks we like better.
Target trades at roughly 15 times earnings with a 3% yield, presenting value relative to Walmart and Costco ahead of the holiday season.
Aggressive price cuts on over 10,000 items and October Deal Days discounts of up to 40% could drive market-beating Q3 and holiday results.
Dividend growth exceeding 50 years, buyback capacity, and heavy institutional ownership near 80% help limit downside risk into 2026.
Believe it or not, the holiday shopping season is here, so it's time to consider the best plays. As it stands, seasonal sales growth is expected to accelerate year over year to 4.55% to 4.8%, topping $1.7 trillion for the first time, underpinned as always by e-commerce. Digital sales are expected to top 8% seasonally and may outpace expectations as AI adoption accelerates. Hyperscalers, business services, and merchants are embedding AI throughout the digital retail stack, and it is resonating with consumers. An estimated 25% to 30% of shoppers say they will use AI this season for help with research, price comparisons, and budgeting.
#time
Target trades at roughly 15 times earnings with a 3% yield, presenting value relative to Walmart and Costco ahead of the holiday season.
Aggressive price cuts on over 10,000 items and October Deal Days discounts of up to 40% could drive market-beating Q3 and holiday results.
Dividend growth exceeding 50 years, buyback capacity, and heavy institutional ownership near 80% help limit downside risk into 2026.
Believe it or not, the holiday shopping season is here, so it's time to consider the best plays. As it stands, seasonal sales growth is expected to accelerate year over year to 4.55% to 4.8%, topping $1.7 trillion for the first time, underpinned as always by e-commerce. Digital sales are expected to top 8% seasonally and may outpace expectations as AI adoption accelerates. Hyperscalers, business services, and merchants are embedding AI throughout the digital retail stack, and it is resonating with consumers. An estimated 25% to 30% of shoppers say they will use AI this season for help with research, price comparisons, and budgeting.
#time
1 month ago
Corning Incorporated (GLW), the 175-year-old materials science giant based in Corning, New York, has become one of the more surprising beneficiaries of the artificial intelligence infrastructure buildout. Best known for its glass, ceramics, and optical technology innovations, Corning now plays a critical behind-the-scenes role as the dominant supplier of optical fiber powering hyperscale data centers and AI networks. The company has locked in major long-term supply agreements with tech heavyweights including Apple (AAPL), Meta (META), Nvidia (NVDA), Amazon (AMZN), and Verizon (VZ).
Corning stock has swung wildly of late, recently trading near $144 after plunging more than 13% in a single session following news of a $2 billion at-the-market equity offering arranged with Goldman Sachs, a move that reignited investor concerns over shareholder dilution. Shares now sit roughly in the middle of a wide 52-week range spanning $75.77 to $271.78, capturing a dramatic round trip. Corning suffered its worst monthly drop in 24 years this past July, only to rebound 8% in early September after unveiling a multibillion-dollar, 80-million-mile fiber supply deal with Verizon.
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#meta #fiber
Corning stock has swung wildly of late, recently trading near $144 after plunging more than 13% in a single session following news of a $2 billion at-the-market equity offering arranged with Goldman Sachs, a move that reignited investor concerns over shareholder dilution. Shares now sit roughly in the middle of a wide 52-week range spanning $75.77 to $271.78, capturing a dramatic round trip. Corning suffered its worst monthly drop in 24 years this past July, only to rebound 8% in early September after unveiling a multibillion-dollar, 80-million-mile fiber supply deal with Verizon.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
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#meta #fiber
1 month ago
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.
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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
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
1 month ago
AI data centers are facing growing power constraints, and the issue is becoming increasingly urgent. New utility capacity can take years to develop and bring online, but hyperscalers cannot afford to wait that long to support their growing computing needs. That gap between supply and demand creates an opportunity for Bloom Energy (BE), which is focused on delivering power where and when hyperscalers like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) require it. The fundamentals are now starting to provide support for the growing optimism around its opportunity.
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
Why UBS Just Turned Bearish on NuScale Power Stock
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Crude Prices Soar as Global Oil Supplies Continue to Tighten
#bloom #crude
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
Why UBS Just Turned Bearish on NuScale Power Stock
Crude Oil Prices Retreat as Supply Fears Ease
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#bloom #crude
1 month ago
Interested in 3M Company? Here are five stocks we like better.
3M says it is ahead of its 2027 targets, citing 5.4% second-quarter organic growth, higher margins, improved execution and on-time, in-full delivery rising to about 90%.
Data centers are a major growth priority. Its expanded beam optics technology has been standardized by Microsoft Azure, is being evaluated by five other hyperscalers, and could address a market approaching $2 billion within the next two years.
Innovation and cost reductions are supporting the outlook: 3M plans more than 350 new-product launches this year, is consolidating factories, expects to offset $150 million–$175 million in oil-related costs through pricing, and is tracking above its 25% operating-margin goal for next year.
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#company
3M says it is ahead of its 2027 targets, citing 5.4% second-quarter organic growth, higher margins, improved execution and on-time, in-full delivery rising to about 90%.
Data centers are a major growth priority. Its expanded beam optics technology has been standardized by Microsoft Azure, is being evaluated by five other hyperscalers, and could address a market approaching $2 billion within the next two years.
Innovation and cost reductions are supporting the outlook: 3M plans more than 350 new-product launches this year, is consolidating factories, expects to offset $150 million–$175 million in oil-related costs through pricing, and is tracking above its 25% operating-margin goal for next year.
3 Stocks Whose Charts May Be Signaling the Next Big Move
#company