Rates stuck in a holding pattern, inflation still above target and the Fed hinting it may not be done yet. That mix keeps pressure on growth stories and puts steady cash payers back in the spotlight. Investors hunting for resilience and reliable income are watching this closely, because moments like this can reshape portfolios for years. This article walks through 3 dividend stocks exposed to this macro story.
The stocks covered next are just a sample to illustrate the idea. The full screen surfaced 18 more large-cap defensive dividend companies with income profiles and risk characteristics that also fit this tighter brief. If you want to identify and ******* yze your own shortlist of higher-conviction defensive payers right now, head straight into the Large-Cap Defensive Dividend Stocks (US) screener.
Overview: Consolidated Edison is a regulated utility that delivers electric, gas and steam services to customers across New York and parts of New Jersey.
Operations: Consolidated Edison generates almost all of its roughly US$17.7b revenue from US$12.1b CECONY electric, US$3.4b CECONY gas and US$872 million steam operations in the United States.

#edison #income

In a housing market where affordability is increasingly out of reach for many buyers, Vic Bulbon is looking at a type of property that's becoming less expensive: condominiums.
With national home prices near record highs and mortgage rates topping 7% in recent weeks, buying a home remains out of reach for many Americans. Condos appear to offer a rare bright spot, with prices falling across the country.
But even with cheaper sales prices, rising homeowners' **** ociation (HOA) fees and one-time special **** sments are driving up ownership costs.
Now, guidelines released this year by Fannie Mae and Freddie Mac, the government-sponsored agencies that back nearly half of all US home purchases, aim to reduce the financial and structural risks of condo buildings. Real estate agents told CNN that the changes could add pressure to the condo market by further driving up HOA fees, increasing the total monthly bill for condo owners, and potentially eroding the savings of a lower purchase price.
As of mid-October, condo sales prices lagged behind single-family home prices in 99 of the 100 largest markets in the United States, according to data from financial services company Intercontinental Exchange provided to CNN. Nationally, single-family home prices rose 1.5% from a year earlier, while condo prices fell 1.1%.

#prices #home #sales #year

AT&T is speeding up its plan to phase out long-standing services that customers keep canceling as demand for newer alternatives grows.
Several of these alternatives have seen strong customer growth in the third quarter of this year. According to AT&T's latest earnings report, the carrier attracted 379,000 postpaid phone customers during the quarter.
It also added 416,000 AT&T Fiber customers, up 44.4% year over year, and 280,000 new Internet Air (its fixed wireless internet service) customers, a 3.7% increase from the same period in 2025.
On an earnings call on Oct. 21, AT&T CEO John Stankey said that the company has been focused on "removing friction for consumers by constructing plans built around simplicity, transparent value, and convergence."

#customers

According to reports in England, as relayed by SPORT, Manchester United youngster JJ Gabriel could decide his future before the end of this month as Real Madrid and FC Barcelona remain interested.
Despite attempts by the Premier League giants to convince the youngster and his family to continue at the club, his determination to leave remains firm.
The 16-year-old wonderkid has not trained with any of their teams since September. Instead, he has been working by himself in Spain, awaiting resolution over his future.
Now, as per the report, Gabriel will take a final call on which his next club will be before the end of October, with Real Madrid, Barça, and Bayern Munich all waiting to pounce.
As per the report, Los Blancos are understood to have already made their first move and are prepared to make a significant financial effort to secure the teenager's services.

#gabriel #report

Seeking a route back to winning ways after a stunning 4-3 home loss to Club Brugge in midweek Champions League action, Inter head to Stadio Renato Dall'Ara to face Bologna on Saturday. Despite another disappointing result in Europe, the reigning Serie A holders are leading the way in the domestic championship after six rounds.
Except for a dramatic 2-2 draw against Roma on the stroke of the international break, Cristian Chivu's charges have won all five remaining league fixtures this season, including a 3-0 rout of Parma last weekend. However, there's no room for complacency, as they sit level on points with early surprise package Lazio ahead of Saturday's kickoff.
In stark contrast, Bologna have endured a rough start to the season, picking up just two points from the opening five matchdays (D2, L3). It sent a signal to the club that it was time for new boss Domenico Tedesco to go, with Raffaele Palladino taking his place in the dugout just before the international break. The change paid off quickly as the Rossoblu eked out a 2-1 win at Lecce on the Italian's road debut last time out.
Buoyed by last weekend's triumph, Bologna fans are looking forward to Inter's visit, knowing the Nerazzurri have only won one of the last five Serie A meetings between the sides (D2, L2). Away from the pitch, fans looking to protect their online privacy while streaming matches or browsing football coverage can explore VPN services. With these, you can add a dedicated IP to your Private Internet Access plan, giving you an IP address reserved for your use rather than shared with other VPN users.
Without further ado, let's see how this clash could unfold.

#bologna #five #season #points

Heat player who will shock NBA world with breakout 2026-27 season appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
It's not quite championship-or-bust yet for the Miami Heat, but they're as close to that status as they can get. After all, the expectations for the Heat are through the roof after they brought in two-time MVP Giannis Antetokounmpo via a blockbuster trade. Antetokounmpo has had so much appreciation for the Heat's vaunted culture that landing in Miami was one of the main priorities for him this offseason — with his former team, the Milwaukee Bucks, doing him a service.
But at the end of the day, the Heat paid a heavy price to bring Antetokounmpo in. They parted ways with Tyler Herro, Jaime Jaquez Jr., Kel'el Ware, and Kasparas Jakucionis to go along with three first-round picks (2026, 2031, and 2033), a first-round pick swap (2030), and a second-round pick (2033).
The Heat did a good enough job of replacing the depth they lost, as they added veterans Tim Hardaway Jr. and Klay Thompson to serve as floor-spacers in a Giannis-centric offense. Getting Bobby Portis back in the Giannis trade was also an underrated part of that transaction. Moreover, they came to terms with Andrew Wiggins on a contract extension, securing the services of one of their most important role players through at least the 2027-28 campaign.
Watch sports LIVE with fuboTV (free trial)

#giannis

In January, then-CEO Tim Cook said that there were more than 2.5 billion active Apple (NASDAQ: AAPL) devices around the world. During the most recent fiscal quarter (the third quarter, ended June 27), the business exceeded 1.5 billion paid subscriptions to its family of services. These two data points demonstrate how dominant the consumer tech juggernaut has become.
If you'd invested $10,000 in this "Magnificent Seven" stock 10 years ago, here's how much you'd have today.
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 »
Over the past decade, Apple shares have produced a total return of 1,190% (as of Oct. 5). This gain would've turned a starting $10,000 investment into more than $129,000 today.
In October 2016, Apple was the world's most valuable enterprise. While its market capitalization has ballooned to $4.9 trillion, it has given up the top spot to Nvidia.

#flashing #billion

Michael Jackson's estate reported about $20 million in benefits for his three children and his mother during 2024, according to an annual accounting obtained by TMZ.
The filing, submitted by executor John Branca, details spending for Prince Jackson, Paris Jackson, Bigi Jackson and Katherine Jackson, including bills paid on their behalf.
Prince's approximately $4.9 million tax bill accounted for most of his reported benefits.
Katherine's entries included $145 at Cordie Cakes, $242 for balloons and $400 for cleaning services.
Prince had the largest reported benefits total at approximately $6.4 million. Payments connected to a Chevron gas card were also listed among his expenses.

#million #prince #approximately

American Express (NYSE: AXP) has been a staple of Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) portfolio for decades -- with Warren Buffett essentially completing purchases of the stock by 1995. Buffett's hand-picked successor -- Greg Abel -- expects American Express to remain a long-term compounder and a core Berkshire holding because it's a business Berkshire understands well and trusts its management team.
American Express also features a growing dividend. It doesn't raise it every year, but even during the 2008 financial crisis, when many banks and financial services companies were slashing their payouts, American Express held its quarterly dividend steady at $0.18 per share.
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 »
American Express has substantially increased its dividend since then. The next payment of $0.95 per share is payable on Nov. 10 to shareholders on record as of Oct. 9.
Here's how many shares of American Express you'd need to generate $1,000 in yearly dividends, and the three levers American Express pulls to reward long-term shareholders.

#signal

The $110 billion merger of Paramount Skydance and Warner Bros. Discovery closed on Tuesday after Supreme Court Justice Elena Kagan denied a last-minute effort to halt the deal.
The new company — known as Skydance (SKYD)— brings the HBO Max and Paramount+ streaming services under one umbrella, roughly seven months after Paramount won a long bidding war with Netflix (NFLX) for Warner Bros.
The merger faced plenty of pushback and a long road to closing.
"The completed transaction unites two of media and entertainment's most storied companies, each with a history spanning more than a century, giving the combined business a rare legacy to build on," Skydance stated in a press release. "The aim of the combined company is to build the next-generation global media and entertainment company powered by creativity and technology."
The company's entertainment franchises span "Sopranos" to "SpongeBob SquarePants" and "Euphoria" to "Harry Potter." The portfolio also encompasses television networks CBS, CBS News, CBS Sports, CNN, TNT, TBS, Nickelodeon, and MTV, among others.

#build

Sydney Sweeney and Scooter Braun's reported relationship appears to be moving into more serious territory, with the couple now said to be discussing what a future family could look like.
The conversations reportedly extend beyond marriage, as Braun is said to feel strongly about having children.
That development has also been linked to Sweeney's reported interest in Judaism, following recent appearances with Braun at synagogue services and reports that she has already spoken with rabbis about potentially converting.
A billion-dollar net worth doesn't buy a better view than general admission.

Sydney Sweeney and Scooter Braun skipped the velvet ropes at Stagecoach this weekend. They dropped right into the dirt with the crowd for Ella Langley's set. No security walls. No hiding the PDA. Just… pic.twitter.com/0PVUG6DHku
— Desiree (DesireeAmerica4) April 26, 2026

#sweeney #scooter #reported #stagecoach

President Trump has announced that the administration will send a one-time $90 payment to 21 million people enrolled in Medicare Part B coverage. The payments will be issued automatically to qualified Medicare beneficiaries starting this week.
Not everyone enrolled in Medicare Part B will be paid. There are over 70 million people enrolled in Medicare, with almost 63 million in Part B, which covers general medical care and preventive health services.
In a White House statement, the president said the "premium rebates" are intended to help "enrollees pay for their Medicare Part B premiums."
The standard Part B premium is $202.90 for 2026, up from $185 in 2025.
Read more: Medicare changes coming in 2027: What to know before open enrollment

#part #president #premium #House

Investors have rushed to get in on artificial intelligence (AI) stocks over the past few years as they've identified AI as the next big thing in technology. AI is exciting as it helps companies streamline processes, lower costs, make better decisions, and so much more. This is why some see it as a true revolution. Jensen Huang, chief of AI leader Nvidia, has even likened it to the Industrial Revolution, saying it will reshape the job market as that period once did.
This year, AI stocks have met with some headwinds, from concerns about the pace of AI infrastructure spending to general worries about the economy. And that has weighed on the performance of some. Still, the overall industry and the S&P 500 have been on the rise, and demand for AI products and services remains high. ****** ysts expect the AI market to reach into the trillions of dollars in a few years, suggesting there is still plenty of growth to come.
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 »
Now, looking ahead, if I could only buy one AI stock before 2027, I know exactly which one to choose. It would be the following...
This particular stock is one I already own, but today, I would be happy to increase my position. I like this company because it is a leader in two booming markets, has an established track record of earnings growth, and could see a new burst of growth moving forward due to its strength in AI. The company I'm talking about is Amazon (NASDAQ: AMZN), a significant player in the e-commerce and cloud computing markets.

#years #stocks

McKenna Woods (ken_hairstylist), a hairstylist from Iowa, told TikTok about her allegedly disruptive client. Throughout his hair appointment, Woods said he had been making inappropriate comments and then using his supposed autism as an excuse.
Woods responded to a viral clip of her client, Chris, which accused her of being rude and mean. He also told others not to seek her services. Woods replied on TikTok, "I think this guy came in here thinking he's high and mighty because he's this upcoming rapper, a content creator."
Woods claimed she made small talk with her client, asking him how many followers he had on social media. She clarified that her issue wasn't his follower count but his alleged behavior in the salon. The hairstylist continued, "My problem is the way he acted in here, while my coworker had a client in here who is nine years old."
In a clip stitched to her TikTok, the nine-year-old can be overheard addressing Woods' client, saying, "Do you realize she has a boyfriend?" The client replied, "I'm not doing that. I'm just being autistic."
"And he's rapping. He's being very disruptive, being very disrespectful, making these comments about how he's autistic," Woods added. She alleged he was using his supposed condition to justify his behavior. In addition to comments about his mental health, Woods said he also made an inappropriate remark to her.

#woods #here #making

WASHINGTON (AP) — Republican Sen. Thom Tillis says in a new book that his deciding vote to confirm Defense Secretary Pete Hegseth in January 2025 is the "biggest regret of my career" and that he also "should've stopped" Robert F. Kennedy Jr. from becoming Health and Human Services secretary in the early days of President Donald Trump's second term.
In "How to Lose Friends and Antagonize Presidents," to be published Tuesday, the North Carolina senator defends his decision at the time to not be "the lone voice in the wilderness" preventing Trump's nominees from confirmation. But Tillis makes clear he was always skeptical of allegations about Hegseth's turbulent management style, treatment of women and excessive drinking. Hegseth denied all the allegations.
"I know for a fact that there are others like me," Tillis writes, "Republicans who agreed to go along with the early demands of the Trump team no matter how ridiculous they were, believing that failing to do so would mean the end of their political career, and who now see that things have gone way too far."
He writes that he can count at least 30 of his GOP colleagues who have "expressed reservations (to put it mildly) about many of the president's actions in private. Then, when the reporters showed up with their cameras and microphones, they'd have nothing but nice things to say."
Tillis, who announced last year that he would not run for reelection in a "breaking point" with the president on his sweeping tax and spending cuts package, is publishing the book in his final months in office. He joins a long list of Republicans who have ratcheted up their public denunciations of Trump once they had less to lose politically.

#hegseth

Russia on Monday sought to downplay reports that a laboratory technician had died of plague, even as President Donald Trump said Washington was closely monitoring the situation and offered US help.
Reports on Friday that pneumonic plague had killed a 28-year-old woman named Darya Shipilova, who had been working for the anti-plague institute in Siberia's Irkutsk region, sparked alarm.
"We're looking at it very strongly, we just heard about it," Trump told reporters at the White House when asked what Washington was going to do about the risk of plague coming from Russia.
"We'll help them, we'll help them as much as we can."
The Russian news outlet People of Baikal, citing unnamed sources close to the regional security services, said the dead woman may have contracted pneumonic plague from a broken test tube.

#plague #Russia #reports #pneumonic

Updated on: October 5, 2026 / 7:40 PM EDT / CBS News
Christa Pike, the death row inmate who last week survived Tennessee's attempt to execute her, remained hospitalized on a ventilator Monday, according to her attorney.
He said it was still unclear whether Pike would regain consciousness but urged the state to "take death off the table" by commuting her sentence, renewing an earlier request that the governor denied before her botched lethal injection.
"The least that could happen now is that we at least take death off the table and start looking for what the future could be for her," attorney Steve Ferrell, of the Federal Defender Services of Eastern Tennessee, told "CBS Mornings."
Ferrell added that he and the rest of Pike's legal team were "certainly willing to discuss that with the governor, with whoever could make that decision."

#pike #take #table #updated

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Just in time for the start of the 2026-27 NFL season, Hasbro has re-stocked its football-themed edition of the popular Guess Who? board game.
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Where to Watch the 2026 Hispanic Heritage Awards Live Online for Free With Los Tigres del Norte Headlining

#shop #celebration

President Donald Trump on Thursday said he is following the upcoming Brazilian election “very closely,” referring to Brazil as a “very important" country. "The people of Brazil are fantastic people,” he told reporters outside the White House. “It’s a very important election.”
The U.S. State Department later announced the suspension of its consular services in Brazil ahead of the election taking place on Sunday, citing unspecified security concerns. “U.S. citizens seeking emergency ****** istance during this time should not come to the Embassy, the Consulates, or other U.S. diplomatic facilities,” the security alert advised.
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Brazilians are heading to the polls for a set of federal elections spanning congressional and gubernatorial races, alongside the first round of the presidential election votes. It’s set to be a decisive moment for Latin America’s largest nation, as the region has seen a shift toward the right in recent years. An Oct. 25 runoff is expected, as polls show a tight contest between leftist President Luiz Inácio Lula da Silva and far-right Sen. Flávio Bolsonaro, the son of former President Jair Bolsonaro, who was convicted last year for plotting a coup to overturn his 2022 election loss. Trump led the conservative voices denouncing the conviction, referring to the trial as a “witch hunt.”
While Trump has acknowledged his active interest as Brazil votes on its political future, there are concerns he could be too involved. Trump and his Administration have been accused of attempting to interfere with the high-stakes overseas election.

#Brazil #important #people

Officials say it will be a staging facility for people who are self-deporting.
A new facility in Alexandria, Louisiana, may begin receiving undocumented families with children, local officials and immigrant rights advocates say.
The 528-bed facility will house families with children, unaccompanied minors, and single adult females as they await removal inside renovated former Air Force barracks at England Airpark, a former military base that now houses the Alexandria International Airport and an immigration detention facility, according to a draft agreement between ICE and the England Economic and Industrial Development District (EEIDD) reviewed by ABC News.
A communications manager for EEIDD told ABC News the facility could start receiving people "within the next week or two."
The facility would be the second constructed to house children since President Donald Trump's second term began but is the first to hold unaccompanied minors who are usually held in shelters under the custody of the Department of Health and Human Services before deportation or release.

#facility #alexandria #officials #House

JERUSALEM (AP) — A dentist and other passengers wrestled with a violent copilot. A plumber seized the controls as the plane plunged towards the desert. And the captain, despite being stabbed, managed to open the ***** pit door — helping save all 182 people aboard the Israel-bound flight.
"Hollywood isn't creative enough to come up with stories like this!" said Mike Huckabee, the U.S. ambassador to Israel.
Although major questions remained unanswered on Thursday about the attacker and his motive, the story of ordinary passengers saving the FlyDubai flight from disaster has quickly become the stuff of legend.
Israeli Prime Minister Benjamin Netanyahu warmly embraced plumber Yaniv Hayoun shortly after the passengers arrived in Tel Aviv late on Wednesday. He later posted a five-star review of Hayoun's professional services, calling him "a hero who has saved many lives."
"He can help you too — I highly recommend him!" Netanyahu added on X.

#passengers #Israel #jerusalem

PUBLISHED
SEP 30, 2026 AT 06:39 AM EDT
The U.S. government has revealed a new, redesigned passport and announced plans to dramatically modernize the way Americans can apply for one.
Speaking at President Donald Trump's America.gov Event on September 29, U.S. Secretary of State Marco Rubio demonstrated a new passport application process that he said U.S. citizens can "complete entirely from home" and showed off a "beautiful" new U.S. passport that’s expected to roll out in 2028.
The changes are part of the Trump administration's new AI-powered government services platform, America.gov, which he launched on Tuesday, touting it as a "single digital point of entry" designed to simplify how Americans access government services.

#passport #Services #donald

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) announced on September 21 a services agreement worth more than $700 million with La Compagnie du TransGuinéen. Combined with locomotive orders placed in 2024, announced agreements for the Simandou project now exceed $1.2 billion.
The railway stretches more than 600 kilometers between the Simandou mine and Guinea's Port of Morebaya. The new agreement extends the relationship beyond locomotive delivery into ongoing fleet support. For investors, the opportunity is to earn revenue throughout the equipment's operating life.
Westinghouse Air Brake Technologies Corporation (NYSE:WAB) will provide scheduled and unscheduled maintenance, parts, component overhauls, logistics support, remote diagnostics, and training. These activities create multiple opportunities to serve the same fleet after the initial equipment sale.
That is an attractive business model when maintenance needs translate into repeat orders and efficient service delivery. Familiarity with the locomotives should help technicians diagnose problems and plan repairs. Remote monitoring could also help identify faults before they cause prolonged downtime, strengthening the customer's incentive to maintain the relationship.
Local workforce development and partnerships with Guinean businesses could improve responsiveness as the operation matures. Over time, an experienced local team could reduce dependence on specialists traveling to the site and make parts planning more efficient.

#westinghouse #brake #agreement

On September 17, Lucid Group, Inc. (NASDAQ:LCID) and Bolt, a leading European shared mobility platform, announced a strategic partnership to develop and deploy autonomous mobility services across Europe. This sent shares of Lucid Group, Inc. (NASDAQ:LCID) higher, and the stock ended the trading session with gains of nearly 6%.
The partnership will combine Lucid Group, Inc.'s (NASDAQ:LCID) software-defined vehicle platform with Bolt's European data, operating infrastructure, and mobility expertise. The companies will be looking to develop and launch autonomous mobility services at scale, using vehicles based on Lucid Group, Inc.'s (NASDAQ:LCID) upcoming Midsize platform.
Bolt plans to deploy at least 25,000 fully autonomous vehicles across multiple European cities and countries, supporting its ambitious goal of having 100,000 autonomous vehicles on its platform by 2035.
The financial details of the partnership were not disclosed.
The deal comes as Lucid Group, Inc. (NASDAQ:LCID) continues to face significant financial pressure. The company has been pursuing an ambitious expansion strategy. However, its revenue growth has not yet been enough to offset substantial operating losses and the high costs ****** ociated with building its global factories.

#lcid #european #platform #partnership

Just over a year ago, investors largely viewed IREN (IREN) as a bitcoin mining company. Today, the company supplies AI infrastructure to Microsoft (MSFT) and signs billion-dollar contracts with some of the biggest names in the AI market, including Nvidia (NVDA) and Dell Technologies (DELL). These developments provide evidence that IREN's shift toward AI infrastructure is translating into actual business activity, and the market has responded strongly to that progress. IREN shares have been rewarded with two strong moves over the last two months.
IREN's AI transformation centers on a major five-year agreement with Microsoft. The company entered into a $9.7 billion cloud services agreement with Microsoft, with 20% of the contract value paid upfront. Once fully commissioned, the deal is expected to generate nearly $1.94 billion in annualized run-rate revenue. That gives IREN a significant source of contracted business as it builds out its AI cloud operations.
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#NVIDIA

On August 5, Cencora (NYSE:COR) reported results for its fiscal third quarter, which closed on June 30, and the headline numbers looked clean. Revenue rose 5.1% to $84.8 billion, adjusted earnings per share climbed 12.0% to $4.48, and management raised its full-year adjusted EPS outlook to $17.75 to $17.95. The company also repurchased $1 billion of its own stock during the quarter. But the profit story has moving parts, and a few of them pull in opposite directions.
Start with the gap between profit growth and sales growth. Adjusted operating income rose 17.0% while revenue grew only 5.1%. Much of the help came from gross profit, which jumped 23.2% on an adjusted basis as both segments contributed and the OneOncology acquisition in February lifted margins in the US business. In plain terms, adjusted gross margin widened 61 basis points to 4.16%, so the company keeps more gross profit from every dollar it sells.
The strength was not confined to one corner, either. US Healthcare Solutions grew operating income 15.9% on higher pharmaceutical sales and the OneOncology deal, while specialty volume to health systems and physician groups lifted its revenue. International Healthcare Solutions did better still, with operating income up 20.8% on strength in European distribution and global specialty logistics. Management also put cash to work, completing in one quarter the $1 billion of buybacks it had expected to finish by the close of calendar 2026. The board declared a $0.60 quarterly dividend as well, payable August 31, to holders of record on August 14.
Growth is costing more than it first appears. Adjusted operating expenses jumped 26.8%, faster than adjusted gross profit, because OneOncology brought expenses along with its profits. Even so, adjusted operating income amounts to just 1.46% of revenue, a thin cushion on a business this large. Financing adds weight too. Cencora funded part of the purchase with new senior notes plus variable-rate term loans, and net interest expense rose $58.9 million from a year earlier.
The sales mix carries its own drag. GLP-1 drugs for diabetes and weight loss are adding to revenue, but they earn lower gross margins, so each dollar of that growth is worth less to profit. Meanwhile, an oncology customer Cencora lost in 2025, and lower sales to a large mail order customer both held back US revenue, as did lower manufacturer prices on some brand pharmaceuticals. Cencora is also exploring strategic alternatives for a group of other businesses, and its April divestiture of US Consulting Services trimmed consulting sales.

#adjusted #revenue #august

With a market cap of $19.5 billion, Best Buy Co., Inc. (BBY) is a leading technology retailer focused on enriching lives through technology by combining tech expertise with personalized customer service. The company serves customers through its online platform, stores, and in-home services, addressing a wide range of everyday technology needs.
Companies valued at more than $10 billion are generally considered "large-cap" stocks, and Best Buy fits this criterion perfectly. Best Buy operates more than 1,000 stores across the United States and Canada and employs more than 85,000 people.
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MediaTek Is Stepping Up Competition Against Qualcomm With a New 2-Nanometer Chip. What This Means for QCOM Stock.
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#stores #known

On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone's design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch display, Apple's largest ever, starts at $1,999 for the 256-gigabyte model and rises to $3,199 for 2 terabytes of storage. This makes it the most expensive iPhone Apple has ever sold, with availability set for October 23.
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.

#iphone #aapl

On September 9, 2026, Chewy, Inc. (NYSE:CHWY) reported fiscal second-quarter net sales of $3.33 billion, up 7.3% year over year, and adjusted earnings per share of $0.36, nearly double the roughly $0.18 ******* ysts had expected, prompting the company to raise its full-year revenue and profitability outlook. CEO Sumit Singh said the broader pet market did not meaningfully recover during the quarter but also did not deteriorate further, with Chewy continuing to outperform the category by two to three times through share gains across its established and newer businesses.
Chewy, Inc. (NYSE:CHWY)'s recurring revenue base is solid. It gives the company greater visibility into future sales. Autoship sales jumped by 9.3% year over year to $2.82 billion and represented 84.6% of total net sales. The growing contribution from subscription-based purchases gives Chewy a more predictable revenue stream and reduces its exposure to fluctuations in discretionary pet spending.
Chewy is also building growth engines beyond its core retail business. Chewy Health, which includes veterinary care and pharmacy services, delivered triple-digit revenue growth. Specialty categories such as equine and exotics recorded a seventh consecutive quarter of mid-double-digit growth. These businesses give Chewy additional opportunities to increase customer spending and diversify its sources of revenue as the overall pet market matures.
Chewy is combining customer growth with stronger profitability and shareholder returns. The firm added 208,000 net active customers during the quarter. It takes its customer base to 21.7 million while returning $200 million to shareholders through share repurchases. Management also noted structural SG&A leverage, automation, and AI-driven cost reductions as contributors to margin expansion. It shows that Chewy can improve earnings while investing in customer acquisition and growth.
Part of Chewy, Inc. (NYSE:CHWY)'s profitability improvement came from benefits that may not recur. CFO Chris Deppe said the quarter's profitability upside included about $10 million from timing benefits and more than $5 million from discrete benefits. Those items boosted the latest results but do not provide a recurring earnings contribution. It means investors may need to lower their expectations for the pace of margin expansion in future quarters.

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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.

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