1 day ago
Chief Executive Officer Lip-Bu Tan purchased 150,000 shares of common stock across multiple trades priced between $64.71 and $64.74.
The strategic share acquisition follows Intel's Q3 2026 earnings release, which showed $16.5 billion in revenue, but shares suffered a sharp after-hours plunge driven by conservative fourth-quarter sales forecasts.
Investors are weighing cooling artificial intelligence capital expenditure (capex) cycles following a Democratic wave in mid-term elections.
Intel's (INTC) chief executive officer and director Lip-Bu Tan acquired 150,000 shares of common stock worth $9.7 million on Nov. 2 via his family trust, according to a regulatory filing on Wednesday.
Tan bought the stock through several open-market transactions at prices ranging from $64.705 to $64.735; the total investment amounted to approximately $9.71 million. The move could be seen as a vote of confidence as the semiconductor giant navigates supply chain pressures, fabrication hurdles at its Israel facility, and shifting demand in the personal computer market.
#shares #executive #million #market
The strategic share acquisition follows Intel's Q3 2026 earnings release, which showed $16.5 billion in revenue, but shares suffered a sharp after-hours plunge driven by conservative fourth-quarter sales forecasts.
Investors are weighing cooling artificial intelligence capital expenditure (capex) cycles following a Democratic wave in mid-term elections.
Intel's (INTC) chief executive officer and director Lip-Bu Tan acquired 150,000 shares of common stock worth $9.7 million on Nov. 2 via his family trust, according to a regulatory filing on Wednesday.
Tan bought the stock through several open-market transactions at prices ranging from $64.705 to $64.735; the total investment amounted to approximately $9.71 million. The move could be seen as a vote of confidence as the semiconductor giant navigates supply chain pressures, fabrication hurdles at its Israel facility, and shifting demand in the personal computer market.
#shares #executive #million #market
2 days ago
Marvell Technology (NASDAQ: MRVL) has been a big winner this year, with the stock up more than 130% in 2026, as of the end of October. However, an announced deal to acquire Lumentum (NASDAQ: LITE) could be a game changer for what has already been a good story.
This deal is all about optical networking, as it will combine Marvell's leadership in optical interconnects with Lumentum's strength in lasers. Marvell called the deal a "once-in-a-generation opportunity to define and lead AI connectivity in the era of integrated optics," as it will provide the company with end-to-end design capabilities that will allow it to accelerate its time to market and solve the increasing complexity of scale-up and scale-out networks.
Missed AI's "Act 1"? Act 2 Could Be 16x 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 »
Let's see what this could all mean for investors.
The two companies' optics technologies are very complementary. In an optical network, Marvell provides electronic components such as DSPs (digital signal processors) that prepare data to be converted into optical signals; transimpedance amplifiers (TIAs) that convert light signals back into electrical signals; and silicon photonics (SiPho) engines that combine hundreds of components to improve the performance and energy efficiency of optical interconnects.
#interconnects
This deal is all about optical networking, as it will combine Marvell's leadership in optical interconnects with Lumentum's strength in lasers. Marvell called the deal a "once-in-a-generation opportunity to define and lead AI connectivity in the era of integrated optics," as it will provide the company with end-to-end design capabilities that will allow it to accelerate its time to market and solve the increasing complexity of scale-up and scale-out networks.
Missed AI's "Act 1"? Act 2 Could Be 16x 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 »
Let's see what this could all mean for investors.
The two companies' optics technologies are very complementary. In an optical network, Marvell provides electronic components such as DSPs (digital signal processors) that prepare data to be converted into optical signals; transimpedance amplifiers (TIAs) that convert light signals back into electrical signals; and silicon photonics (SiPho) engines that combine hundreds of components to improve the performance and energy efficiency of optical interconnects.
#interconnects
2 days ago
MRVL's base case turns $1,000 into ~$1,549 by 2030, while 40 Wall Street ******* ysts hold buy ratings with zero sells.
The potential LITE acquisition triggered an 11.4% selloff today, and Morningstar warned the deal risks a steep overpay.
Google's expanded custom silicon deal with Marvell includes a warrant to acquire up to 7% of shares tied to revenue milestones.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Marvell Technology didn't make the cut. Enter your email to see the names that beat MRVL. The report is free. Enter your email and see if any of your stocks made the cut.
Marvell Technology (NASDAQ:MRVL) shares traded at $222.97 at midday, a decline of 11.4% on the session. The drop followed reports that the chipmaker is close to a megadeal for Lumentum (NASDAQ:LITE) as part of an AI push.
#enter #stocks
The potential LITE acquisition triggered an 11.4% selloff today, and Morningstar warned the deal risks a steep overpay.
Google's expanded custom silicon deal with Marvell includes a warrant to acquire up to 7% of shares tied to revenue milestones.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Marvell Technology didn't make the cut. Enter your email to see the names that beat MRVL. The report is free. Enter your email and see if any of your stocks made the cut.
Marvell Technology (NASDAQ:MRVL) shares traded at $222.97 at midday, a decline of 11.4% on the session. The drop followed reports that the chipmaker is close to a megadeal for Lumentum (NASDAQ:LITE) as part of an AI push.
#enter #stocks
2 days ago
The largest domestic Outback Steakhouse franchisee in the U.S., Out West Restaurant Group (affiliated with Cerca Trova Restaurant Group Holdings), has reportedly filed for Chapter 11 bankruptcy in Delaware on Monday, November 2.
The company operates approximately 60 Outback Steakhouse locations across Western states, including California, Arizona, Nevada, Colorado and New Mexico.
According to Bloomberg Law, the restaurant group reported less than $50,000 in **** ets and between $100 million and $500 million in liabilities. However, limited information about the bankruptcy filing is publicly available.
Amid the bankruptcy filing, Bloomin' Brands, the parent company of Outback Steakhouse, plans to acquire 61 restaurants operated by Out West.
The $26.3 million deal reportedly involves the purchase of the restaurant group's **** ets, according to a filing with the U.S. Securities and Exchange Commission on Sunday, November 1.
#bankruptcy #november
The company operates approximately 60 Outback Steakhouse locations across Western states, including California, Arizona, Nevada, Colorado and New Mexico.
According to Bloomberg Law, the restaurant group reported less than $50,000 in **** ets and between $100 million and $500 million in liabilities. However, limited information about the bankruptcy filing is publicly available.
Amid the bankruptcy filing, Bloomin' Brands, the parent company of Outback Steakhouse, plans to acquire 61 restaurants operated by Out West.
The $26.3 million deal reportedly involves the purchase of the restaurant group's **** ets, according to a filing with the U.S. Securities and Exchange Commission on Sunday, November 1.
#bankruptcy #november
6 days ago
Charlie Munger spent half a century lecturing investors on the psychology of their own mistakes. A month before he died, he admitted to one of the most common mistakes. Asked on the Acquired podcast how his investment in Hyundai had worked out, Munger said: "I lost money. Not much because I was stubborn. I held out until it got back to almost where I paid for it and then I sold it."
That sentence describes, almost word for word, the behavior behavioral economists call the disposition effect: the tendency to sell winners too early and hold losers too long, waiting for a stock to return to what you paid before letting it go. Hersh Shefrin and Meir Statman named it in 1985, and Terrance Odean documented it across thousands of retail brokerage accounts in a 1998 Journal of Finance paper. It is the mistake Munger's famous 1995 talk on the psychology of human misjudgment was written to help people avoid. Here he was, at 99, saying he had made it with his own money.
Elon Musk Invests $1 Billion in Skydance Stock. He Could Be Setting the Stage for a Major Starlink Deal.
'I Still Live A Great Life': Floyd Mayweather Says a Man 'Acting Like He Was A Friend' Stole $200 Million From Him
MRVL Stock Sinks as Marvell Technology Reportedly Considers Acquiring Lumentum
#asked
That sentence describes, almost word for word, the behavior behavioral economists call the disposition effect: the tendency to sell winners too early and hold losers too long, waiting for a stock to return to what you paid before letting it go. Hersh Shefrin and Meir Statman named it in 1985, and Terrance Odean documented it across thousands of retail brokerage accounts in a 1998 Journal of Finance paper. It is the mistake Munger's famous 1995 talk on the psychology of human misjudgment was written to help people avoid. Here he was, at 99, saying he had made it with his own money.
Elon Musk Invests $1 Billion in Skydance Stock. He Could Be Setting the Stage for a Major Starlink Deal.
'I Still Live A Great Life': Floyd Mayweather Says a Man 'Acting Like He Was A Friend' Stole $200 Million From Him
MRVL Stock Sinks as Marvell Technology Reportedly Considers Acquiring Lumentum
#asked
7 days ago
ESPN identified DJ Moore as the Buffalo Bills' most significant offseason addition after Week 7, highlighting the wide receiver's expected impact on the team's passing game. Although Buffalo was on its bye, Moore's role remained central to the discussion of the club's offensive outlook.
Moore joined Buffalo after being acquired from the Chicago Bears in exchange for a 2026 second-round draft pick. The veteran receiver has been sidelined while recovering from a shoulder injury, but his anticipated return could add another dimension to an offense that has continued to produce without him. The team's bye week also provided additional time for his recovery. The Bills entered its bye at 5-1 and ranked second, one spot higher than the previous week in ESPN's poll.
Jan 10, 2026; Chicago, IL, USA; Chicago Bears wide receiver DJ Moore (2) reacts after making a first down against the Green Bay Packers during the first half of an NFC Wild Card Round game at Soldier Field. Mandatory Credit: Matt Marton-Imagn Images
His value is tied to his ability to stretch the field and create opportunities beyond the catch. Moore's routes can force opposing defenses to cover more ground, opening ******* e underneath and making it more difficult to crowd the line of scrimmage. That added room could benefit the running game as well as the passing attack.
Through the first portion of the season, Moore averaged 2.47 yards per route run while recording an average depth of target of 15.9 yards. Those figures led the league, underscoring his ability to generate downfield production. His presence gives the offense a receiver capable of drawing coverage away from other targets and creating explosive-play opportunities.
#week #receiver #bills
Moore joined Buffalo after being acquired from the Chicago Bears in exchange for a 2026 second-round draft pick. The veteran receiver has been sidelined while recovering from a shoulder injury, but his anticipated return could add another dimension to an offense that has continued to produce without him. The team's bye week also provided additional time for his recovery. The Bills entered its bye at 5-1 and ranked second, one spot higher than the previous week in ESPN's poll.
Jan 10, 2026; Chicago, IL, USA; Chicago Bears wide receiver DJ Moore (2) reacts after making a first down against the Green Bay Packers during the first half of an NFC Wild Card Round game at Soldier Field. Mandatory Credit: Matt Marton-Imagn Images
His value is tied to his ability to stretch the field and create opportunities beyond the catch. Moore's routes can force opposing defenses to cover more ground, opening ******* e underneath and making it more difficult to crowd the line of scrimmage. That added room could benefit the running game as well as the passing attack.
Through the first portion of the season, Moore averaged 2.47 yards per route run while recording an average depth of target of 15.9 yards. Those figures led the league, underscoring his ability to generate downfield production. His presence gives the offense a receiver capable of drawing coverage away from other targets and creating explosive-play opportunities.
#week #receiver #bills
7 days ago
The Chicago Bears got the player they wanted. The harder question is what they gave up to get him.
Chicago acquired All-Pro defensive tackle Jeffery Simmons from Tennessee on Thursday, sending the **** ans first-round picks in 2027 and 2028 and a 2027 fourth-round pick. The Bears also received a 2028 fifth-round pick. It is a huge price for a 29-year-old defender, even one capable of changing how opponents block Chicago's front.
Simmons makes the Bears better today. He had 11 sacks last season and has four through seven games this year. ESPN's **** ysis identified the need clearly: Chicago ranked 23rd in pass-rush win rate from its interior defenders before the trade, while Simmons led NFL defensive tackles in that measure. His ability to disrupt both running and passing plays gives Dennis Allen something the defense has lacked up front.
But there are two parts to this trade. One is the impact Simmons can make on Sundays. The other is how Chicago builds around him in the years ahead.
Aug 28, 2021; Nashville, TN, USA; Tennessee **** ans defensive tackle Jeffery Simmons (98) celebrates after a defensive stop on fourth down during the first half against the Chicago Bears at Nissan Stadium. Mandatory Credit: Christopher Hanewinckel-USA TODAY Sports
#Chicago #bears #defensive
Chicago acquired All-Pro defensive tackle Jeffery Simmons from Tennessee on Thursday, sending the **** ans first-round picks in 2027 and 2028 and a 2027 fourth-round pick. The Bears also received a 2028 fifth-round pick. It is a huge price for a 29-year-old defender, even one capable of changing how opponents block Chicago's front.
Simmons makes the Bears better today. He had 11 sacks last season and has four through seven games this year. ESPN's **** ysis identified the need clearly: Chicago ranked 23rd in pass-rush win rate from its interior defenders before the trade, while Simmons led NFL defensive tackles in that measure. His ability to disrupt both running and passing plays gives Dennis Allen something the defense has lacked up front.
But there are two parts to this trade. One is the impact Simmons can make on Sundays. The other is how Chicago builds around him in the years ahead.
Aug 28, 2021; Nashville, TN, USA; Tennessee **** ans defensive tackle Jeffery Simmons (98) celebrates after a defensive stop on fourth down during the first half against the Chicago Bears at Nissan Stadium. Mandatory Credit: Christopher Hanewinckel-USA TODAY Sports
#Chicago #bears #defensive
7 days ago
Former New York Giants quarterback Eli Manning sees a different version of J.J. McCarthy than the one who struggled in Minnesota.
Speaking on The Colin Cowherd Podcast, Manning pointed to McCarthy's recent play with the Giants as evidence that a fresh start is already paying off.
McCarthy, acquired from the Vikings in late September for a 2027 fifth-round pick, has appeared in three games for New York. He first drew notice in the fourth quarter against the New Orleans Saints, when he entered with little to lose and threw for 243 yards in a near-comeback. He followed that with a strong outing in his first start against the Houston Texans, helping the Giants secure an overtime win.
Through those appearances, McCarthy has posted a 95.2 passer rating while throwing for 495 yards with one touchdown and one interception.
Manning credited the early reps, particularly in two-minute situations against the Saints, for helping McCarthy settle into a rhythm.
#Giants #helping
Speaking on The Colin Cowherd Podcast, Manning pointed to McCarthy's recent play with the Giants as evidence that a fresh start is already paying off.
McCarthy, acquired from the Vikings in late September for a 2027 fifth-round pick, has appeared in three games for New York. He first drew notice in the fourth quarter against the New Orleans Saints, when he entered with little to lose and threw for 243 yards in a near-comeback. He followed that with a strong outing in his first start against the Houston Texans, helping the Giants secure an overtime win.
Through those appearances, McCarthy has posted a 95.2 passer rating while throwing for 495 yards with one touchdown and one interception.
Manning credited the early reps, particularly in two-minute situations against the Saints, for helping McCarthy settle into a rhythm.
#Giants #helping
7 days ago
Tensions are reportedly rising behind the scenes at Old Trafford as the Glazer family grow increasingly frustrated with Sir Jim Ratcliffe's leadership. Despite the INEOS founder taking control of football operations earlier this year, the club has slumped to its worst start to a league campaign in nearly four decades.
Ratcliffe acquired a minority stake in United in 2024, a deal worth £1.2 billion that handed his INEOS group total control over football operations. The agreement included an additional £245 million injection to upgrade Old Trafford's fading infrastructure, taking his overall financial commitment to approximately £1.5bn. However, two years on, the anticipated revival has failed to materialise.
Instead of progressing, the Red Devils find themselves embroiled in a deepening crisis. They are currently enduring an eight-game winless run across all competitions, managing just a single Premier League victory so far this term. Hovering a perilous two points above the foot of the table, this represents United's poorest start to a campaign in almost 40 years.
Watching from afar, the Glazer family are reportedly astonished by the rapid decline under the new sporting regime. A source close to the American owners told the Daily Mail that the current situation is "a travesty and not what they expected or were promised." The insider added that the Glazers feel "they have never run the club this way."
The frustration runs deep, with the current hierarchy allegedly viewing the INEOS approach as a complete failure. According to ESPN, the Glazers believe Ratcliffe "couldn't have masterminded a worse situation" at Old Trafford.
#league
Ratcliffe acquired a minority stake in United in 2024, a deal worth £1.2 billion that handed his INEOS group total control over football operations. The agreement included an additional £245 million injection to upgrade Old Trafford's fading infrastructure, taking his overall financial commitment to approximately £1.5bn. However, two years on, the anticipated revival has failed to materialise.
Instead of progressing, the Red Devils find themselves embroiled in a deepening crisis. They are currently enduring an eight-game winless run across all competitions, managing just a single Premier League victory so far this term. Hovering a perilous two points above the foot of the table, this represents United's poorest start to a campaign in almost 40 years.
Watching from afar, the Glazer family are reportedly astonished by the rapid decline under the new sporting regime. A source close to the American owners told the Daily Mail that the current situation is "a travesty and not what they expected or were promised." The insider added that the Glazers feel "they have never run the club this way."
The frustration runs deep, with the current hierarchy allegedly viewing the INEOS approach as a complete failure. According to ESPN, the Glazers believe Ratcliffe "couldn't have masterminded a worse situation" at Old Trafford.
#league
7 days ago
Potential Yankees-David Bednar reunion's importance draws honest opinions appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The New York Yankees have several important decisions to make this offseason, but what they do with David Bednar is a major one. After bringing stability to the ninth inning, the closer has made a strong case for another season in the Bronx.
Acquired from the Pittsburgh Pirates at the 2025 trade deadline, Bednar had to navigate early velocity concerns and criticism following blown saves before becoming a central figure in New York's bullpen.
Bednar converted 35 of 39 save opportunities in 2026, finishing with a 2.47 ERA and 76 strikeouts across 69.1 innings. He also delivered in the postseason, allowing no runs in three innings. His work helped settle a role that has often been a question mark for New York.
Watch sports LIVE with fuboTV (free trial)
#york #bronx
The New York Yankees have several important decisions to make this offseason, but what they do with David Bednar is a major one. After bringing stability to the ninth inning, the closer has made a strong case for another season in the Bronx.
Acquired from the Pittsburgh Pirates at the 2025 trade deadline, Bednar had to navigate early velocity concerns and criticism following blown saves before becoming a central figure in New York's bullpen.
Bednar converted 35 of 39 save opportunities in 2026, finishing with a 2.47 ERA and 76 strikeouts across 69.1 innings. He also delivered in the postseason, allowing no runs in three innings. His work helped settle a role that has often been a question mark for New York.
Watch sports LIVE with fuboTV (free trial)
#york #bronx
7 days ago
The Kansas City Royals made their first big offseason move on Thursday by cutting ties with closer Carlos Estévez. The team declined his $13 million club option, which means he hits the open market. Instead of paying that high price, Kansas City will hand him a $2 million buyout. This decision clears the books but leaves a huge hole in the bullpen after he led the league with 42 saves in 2025.
At the same time, the club exercised a $2.5 million option on right-hander Tony Gonsolin. Per MLB.com Royals, this move keeps a former All-Star under contract for 2027 despite his recent injury struggles. It is a low-cost gamble for a pitcher who once went 16-1 with a 2.14 ERA in 2022. After ending last season with a 5.07 bullpen ERA that ranked 29th in the majors, the Royals must acquire all available pitching help.
Letting Estévez walk feels risky, but the math makes sense for a small-market team. He signed a two-year, $22.2 million deal before 2025 and delivered a 2.45 ERA that year. However, his 2026 season was a disaster filled with injuries and blown saves. He was limited to just one appearance before a comebacker hit his foot and a rotator cuff strain ended his year. According to Yardbarker, his strikeout rate dropped while his walk rate climbed in 2025, showing he was already losing a step.
Paying $13 million for a pitcher who might not even throw a pitch in 2027 is hard to justify. The Royals are better off taking the $2 million buyout and trying to find a cheaper replacement. They need to fix a relief corps that allowed too many runs and lost too many games. The 69-93 record from last year proves the bullpen was a major problem that this move attempts to address.
Bringing back Gonsolin is a different kind of bet, one based on potential rather than recent results. He joined the team on August 13 while recovering from elbow surgery he had in August 2025. In just one major league outing this year against the White Sox, the 32-year-old surrendered five runs across 2 2/3 innings. Per Royals Keep, the $2.5 million price tag is very affordable for a starter with his career stats of 37 wins and 13 losses.
#year #kansas #city
At the same time, the club exercised a $2.5 million option on right-hander Tony Gonsolin. Per MLB.com Royals, this move keeps a former All-Star under contract for 2027 despite his recent injury struggles. It is a low-cost gamble for a pitcher who once went 16-1 with a 2.14 ERA in 2022. After ending last season with a 5.07 bullpen ERA that ranked 29th in the majors, the Royals must acquire all available pitching help.
Letting Estévez walk feels risky, but the math makes sense for a small-market team. He signed a two-year, $22.2 million deal before 2025 and delivered a 2.45 ERA that year. However, his 2026 season was a disaster filled with injuries and blown saves. He was limited to just one appearance before a comebacker hit his foot and a rotator cuff strain ended his year. According to Yardbarker, his strikeout rate dropped while his walk rate climbed in 2025, showing he was already losing a step.
Paying $13 million for a pitcher who might not even throw a pitch in 2027 is hard to justify. The Royals are better off taking the $2 million buyout and trying to find a cheaper replacement. They need to fix a relief corps that allowed too many runs and lost too many games. The 69-93 record from last year proves the bullpen was a major problem that this move attempts to address.
Bringing back Gonsolin is a different kind of bet, one based on potential rather than recent results. He joined the team on August 13 while recovering from elbow surgery he had in August 2025. In just one major league outing this year against the White Sox, the 32-year-old surrendered five runs across 2 2/3 innings. Per Royals Keep, the $2.5 million price tag is very affordable for a starter with his career stats of 37 wins and 13 losses.
#year #kansas #city
7 days ago
NBA rumors: Will Suns use Jalen Green as trade bait to acquire PG help amid early frustrations? appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Phoenix Suns have stumbled out of the gate to a 1-2 record to start the 2026-27 NBA season. Devin Booker totaled just three points in the Suns' last game, a loss to the Oklahoma City Thunder, and Jalen Green has also had a rough start to the year.
Recently, ClutchPoints NBA insider Brett Siegel spoke on the possibility of the Suns looking for point guard help in their backcourt.
"Could the Suns look to make a trade for a point guard? Maybe. They're not going to rush into anything right now, given their cap situation, but they do have an interesting contract on their roster… Jalen Green. Does he fit in next to Devin Booker, because neither of those guys are a true point guard… maybe this is the year that (a Green trade) finally goes down," he said, per ClutchPoints on X, formerly Twitter.
Watch sports LIVE with fuboTV (free trial)
#guard #devin
The Phoenix Suns have stumbled out of the gate to a 1-2 record to start the 2026-27 NBA season. Devin Booker totaled just three points in the Suns' last game, a loss to the Oklahoma City Thunder, and Jalen Green has also had a rough start to the year.
Recently, ClutchPoints NBA insider Brett Siegel spoke on the possibility of the Suns looking for point guard help in their backcourt.
"Could the Suns look to make a trade for a point guard? Maybe. They're not going to rush into anything right now, given their cap situation, but they do have an interesting contract on their roster… Jalen Green. Does he fit in next to Devin Booker, because neither of those guys are a true point guard… maybe this is the year that (a Green trade) finally goes down," he said, per ClutchPoints on X, formerly Twitter.
Watch sports LIVE with fuboTV (free trial)
#guard #devin
8 days ago
Nate Tice & Matt Harmon preview the biggest games of Week 8 of the NFL season. The duo start with their reactions to the Chicago Bears acquiring All-Pro DT Jeffery Simmons in a blockbuster trade before diving into the Bears' upcoming matchup against the Seattle Seahawks on Monday night (where Simmons will face new Seahawks G Quenton Nelson).
Later, Nate & Matt deep dive on the Minnesota Vikings battling the Detroit Lions, including a hoss fight when Jared Goff & Jahmyr Gibbs take on Brian Flores, plus the Cleveland Browns and Pittsburgh Steelers fighting for the AFC North lead.
Next, the guys each give one key matchup to watch for the Baltimore Ravens vs. Buffalo Bills (which could be a shootout), the Atlanta Falcons vs. Tampa Bay Buccaneers and the Kansas City Chiefs vs. Denver Broncos (for the AFC West lead). The two hosts wrap things up with their Hail Mary bold predictions for Week 8.
(1:45) - Bears acquire All-Pro DT Jeffery Simmons
(12:25) - Bears vs. Seahawks deep dive
#simmons #seahawks
Later, Nate & Matt deep dive on the Minnesota Vikings battling the Detroit Lions, including a hoss fight when Jared Goff & Jahmyr Gibbs take on Brian Flores, plus the Cleveland Browns and Pittsburgh Steelers fighting for the AFC North lead.
Next, the guys each give one key matchup to watch for the Baltimore Ravens vs. Buffalo Bills (which could be a shootout), the Atlanta Falcons vs. Tampa Bay Buccaneers and the Kansas City Chiefs vs. Denver Broncos (for the AFC West lead). The two hosts wrap things up with their Hail Mary bold predictions for Week 8.
(1:45) - Bears acquire All-Pro DT Jeffery Simmons
(12:25) - Bears vs. Seahawks deep dive
#simmons #seahawks
18 days ago
With eight different teams the winners over the past eight seasons, it is hard to predict who takes home the NBA's Larry O'Brien Trophy in June.
If there is to be a ninth different name in as many seasons, you might look to San Antonio Spurs, with Victor Wembanyama leading the team to the Finals last season before coming unstuck against the New York Knicks.
Maybe the Philadelphia 76ers off-season moves to acquire Jaylen Brown and sign the NBA's all-time leading scorer LeBron James is an attractive pick, or perhaps the Cleveland Cavaliers.
As the season tips off, the first British-born coach in the NBA, Tim Lewis will be hoping he can ******* ist Anthony Edwards and the Minnesota Timberwolves to their first NBA ******* le.
Lewis has been something of a journeyman in basketball.
#seasons
If there is to be a ninth different name in as many seasons, you might look to San Antonio Spurs, with Victor Wembanyama leading the team to the Finals last season before coming unstuck against the New York Knicks.
Maybe the Philadelphia 76ers off-season moves to acquire Jaylen Brown and sign the NBA's all-time leading scorer LeBron James is an attractive pick, or perhaps the Cleveland Cavaliers.
As the season tips off, the first British-born coach in the NBA, Tim Lewis will be hoping he can ******* ist Anthony Edwards and the Minnesota Timberwolves to their first NBA ******* le.
Lewis has been something of a journeyman in basketball.
#seasons
30 days ago
For decades, no investment portfolio has been more closely watched by investors than Berkshire Hathaway's (NYSE:BRKA)(NYSE:BRKB). Now-retired CEO Warren Buffett always had a knack for spotting amazing deals hiding in plain sight, leading to a greater-than-6,000,000% outperformance of the S&P 500 (SNPINDEX:^GSPC) since the mid-1960s.
But investors might not realize that a "secret" Buffett portfolio exists within Berkshire Hathaway. In the June-ended quarter, this $863 million portfolio sent shares of artificial intelligence (AI) superstars Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) and Broadcom (NASDAQ:AVGO) packing. Meanwhile, this under-the-radar fund has built up a significant position in two S&P 500 index funds: the State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) and the Vanguard S&P 500 ETF (NYSEMKT:VOO).
Missed AI's "Act 1"? Act 2 Could Be 14x 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 »
Image source: Getty Images.
In 1998, Buffett's Berkshire acquired reinsurance company General Re for about $22 billion in an all-stock deal. While the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment firm, New England ****** et Management (NEAM). When the deal closed in December 1998, NEAM became a subsidiary of Berkshire Hathaway.
#Portfolio #buffett #general #neam
But investors might not realize that a "secret" Buffett portfolio exists within Berkshire Hathaway. In the June-ended quarter, this $863 million portfolio sent shares of artificial intelligence (AI) superstars Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) and Broadcom (NASDAQ:AVGO) packing. Meanwhile, this under-the-radar fund has built up a significant position in two S&P 500 index funds: the State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) and the Vanguard S&P 500 ETF (NYSEMKT:VOO).
Missed AI's "Act 1"? Act 2 Could Be 14x 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 »
Image source: Getty Images.
In 1998, Buffett's Berkshire acquired reinsurance company General Re for about $22 billion in an all-stock deal. While the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment firm, New England ****** et Management (NEAM). When the deal closed in December 1998, NEAM became a subsidiary of Berkshire Hathaway.
#Portfolio #buffett #general #neam
1 month ago
Two years before Erika Hammond joined Season 16 of The Real Housewives of New York City, she made headlines for her extremely lavish wedding to husband Ankur Jain. In April 2024, the couple tied the knot at the base of the Great Pyramids in Egypt.
Now, their relationship is back in the spotlight on RHONY, and from Hammond's Bravo bio, it seems that their wealth will be highlighted on the show. "[She has] built a life surrounded by extraordinary luxury complete with her own private island, where she whisks the women away for a one-of-a-kind getaway," the bio reads.
Below, we rounded up everything to know about Jain's company and billionaire status, as well as his relationship with the new Bravo star. Scroll down for more.
Jain is an entrepreneur and investor who is the founder and CEO of Bilt Rewards, a company that allows users to earn points on rent. Per Jain's website, the company has grown to a valuation of $1.5 billion since it launched in June 2021.
He was previously the chief product officer at Tinder, a dating app that acquired his company, Humin. In 2017, he founded Kairos, "a venture studio for young entrepreneurs that helped launch and grow its partner companies to over $6.5 billion."
#housewives
Now, their relationship is back in the spotlight on RHONY, and from Hammond's Bravo bio, it seems that their wealth will be highlighted on the show. "[She has] built a life surrounded by extraordinary luxury complete with her own private island, where she whisks the women away for a one-of-a-kind getaway," the bio reads.
Below, we rounded up everything to know about Jain's company and billionaire status, as well as his relationship with the new Bravo star. Scroll down for more.
Jain is an entrepreneur and investor who is the founder and CEO of Bilt Rewards, a company that allows users to earn points on rent. Per Jain's website, the company has grown to a valuation of $1.5 billion since it launched in June 2021.
He was previously the chief product officer at Tinder, a dating app that acquired his company, Humin. In 2017, he founded Kairos, "a venture studio for young entrepreneurs that helped launch and grow its partner companies to over $6.5 billion."
#housewives
1 month ago
Vista Gold Corp. (NYSEAMERICAN:VGZ) announced on September 21 that it had agreed to be acquired by Artemis Gold Inc. (TSXV:ARTG). Under the agreement signed September 20, shareholders would receive 0.0966 buyer common shares for each existing common share and own approximately 5% of the combined company. That ownership calculation excludes the buyer's existing 4.95% stake in Vista Gold Corp. (NYSEAMERICAN:VGZ), which it intends to cancel at completion.
For shareholders, the trade-off is a smaller interest in a larger mining business with an operating ***** et and development expertise. The central question is whether that combination can supply the capital and execution needed to bring Australia's Mt Todd gold project into production.
Artemis Gold Inc. (TSXV:ARTG) operates the Blackwater mine in British Columbia and expects its future cash generation to support Mt Todd. That offers Vista Gold a potential funding source alongside a team experienced in building and operating mines.
The financial starting point explains the appeal. Vista Gold Corp. (NYSEAMERICAN:VGZ) ended June 2026 with $49.5 million in cash and no debt. Management described that cash as sufficient for interim development objectives. Joining an operating producer could broaden the resources available for the much larger task of construction.
The acquisition requires no cash consideration or new acquisition debt. Preserving the buyer's financial capacity could leave more room for investment, although the share exchange itself does not raise construction funding.
#cash
For shareholders, the trade-off is a smaller interest in a larger mining business with an operating ***** et and development expertise. The central question is whether that combination can supply the capital and execution needed to bring Australia's Mt Todd gold project into production.
Artemis Gold Inc. (TSXV:ARTG) operates the Blackwater mine in British Columbia and expects its future cash generation to support Mt Todd. That offers Vista Gold a potential funding source alongside a team experienced in building and operating mines.
The financial starting point explains the appeal. Vista Gold Corp. (NYSEAMERICAN:VGZ) ended June 2026 with $49.5 million in cash and no debt. Management described that cash as sufficient for interim development objectives. Joining an operating producer could broaden the resources available for the much larger task of construction.
The acquisition requires no cash consideration or new acquisition debt. Preserving the buyer's financial capacity could leave more room for investment, although the share exchange itself does not raise construction funding.
#cash
2 months ago
On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.
#gaap #revenue #launch #anderson
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.
#gaap #revenue #launch #anderson
2 months ago
On September 9, 2026, ****** og Devices, Inc. (NASDAQ:ADI) agreed to acquire privately held Alif Semiconductor for $1.35 billion in cash, with up to $200 million in additional contingent payments. It adds Alif's low-power, AI-native microcontrollers and fusion processors to ADI's portfolio of sensing, signal-processing and power-management technology. ADI CEO Vincent Roche described the deal as advancing "Physical Intelligence," letting systems sense, reason and act locally in real time. The acquisition is expected to close by the end of 2026 pending U.S. antitrust review.
Alif gives ****** og Devices, Inc. (NASDAQ:ADI) a direct foothold in the fast-growing edge-AI market. Alif's AI-native microcontrollers and fusion processors support low-latency inference, sensor fusion, and on-device AI. It allows systems to process information locally rather than relying entirely on the cloud. The acquisition also expands ADI's addressable market across industrial, data-center infrastructure, defense, energy, robotics, digital health and wearable applications.
ADI is acquiring technology that already has commercial traction. Alif's silicon already ships in production and has design wins with leading consumer and industrial customers. It gives ADI an established platform rather than an early-stage technology project. ADI can combine Alif's digital processing capabilities with its own sensing, signal-processing, power, connectivity and software technologies to offer more complete system solutions.
The acquisition fits ADI's push into AI while the core business makes strong cash flow. ADI completed its $1.5 billion Empower Semiconductor acquisition in July to strengthen power delivery for AI computing, while third-quarter revenue reached a record $4.02 billion, up 40% year over year, and trailing 12-month free cash flow reached $4.94 billion. The Alif deal therefore adds edge intelligence to an AI strategy while ADI retains substantial financial capacity to fund acquisitions and shareholder returns.
Analog Devices, Inc. (NASDAQ:ADI) must make enough returns to justify the $1.35 billion upfront price. The firm will pay $1.35 billion in cash at closing and could pay another $200 million in contingent consideration. It takes the potential consideration to $1.55 billion. ADI therefore needs Alif's technology, customer wins, and expanded addressable market to turn into real revenue and earnings growth rather than simply adding another promising technology platform to its portfolio.
#analog #NASDAQ #power #acquisition
Alif gives ****** og Devices, Inc. (NASDAQ:ADI) a direct foothold in the fast-growing edge-AI market. Alif's AI-native microcontrollers and fusion processors support low-latency inference, sensor fusion, and on-device AI. It allows systems to process information locally rather than relying entirely on the cloud. The acquisition also expands ADI's addressable market across industrial, data-center infrastructure, defense, energy, robotics, digital health and wearable applications.
ADI is acquiring technology that already has commercial traction. Alif's silicon already ships in production and has design wins with leading consumer and industrial customers. It gives ADI an established platform rather than an early-stage technology project. ADI can combine Alif's digital processing capabilities with its own sensing, signal-processing, power, connectivity and software technologies to offer more complete system solutions.
The acquisition fits ADI's push into AI while the core business makes strong cash flow. ADI completed its $1.5 billion Empower Semiconductor acquisition in July to strengthen power delivery for AI computing, while third-quarter revenue reached a record $4.02 billion, up 40% year over year, and trailing 12-month free cash flow reached $4.94 billion. The Alif deal therefore adds edge intelligence to an AI strategy while ADI retains substantial financial capacity to fund acquisitions and shareholder returns.
Analog Devices, Inc. (NASDAQ:ADI) must make enough returns to justify the $1.35 billion upfront price. The firm will pay $1.35 billion in cash at closing and could pay another $200 million in contingent consideration. It takes the potential consideration to $1.55 billion. ADI therefore needs Alif's technology, customer wins, and expanded addressable market to turn into real revenue and earnings growth rather than simply adding another promising technology platform to its portfolio.
#analog #NASDAQ #power #acquisition
2 months ago
Lindblad Expeditions Holdings, Inc. (NASDAQ:LIND) announced on September 15 that it had acquired 60% of White Desert Antarctica and its new aviation travel business, Echo Charlie. Consideration comprises approximately $61 million in cash, plus approximately $6 million relating to acquired cash, subject to working-capital, cash, and indebtedness adjustments.
The purchase broadens the travel portfolio beyond expedition cruises. For investors, the test is whether additional bookings and cash generation justify the acquisition price and subsequent investment.
White Desert takes guests into Antarctica's interior, including the Geographic South Pole. Echo Charlie offers journeys aboard a restored DC-3 aircraft carrying 12 guests. These experiences add distinctive products that Lindblad Expeditions Holdings, Inc. (NASDAQ:LIND) could market to existing adventure travelers.
Cross-selling could reduce marketing costs per booking and encourage repeat travel across the portfolio. Established customer relationships provide a starting point; the financial benefit depends on generating additional profitable departures.
The company already operates a growing land-travel business. Second-quarter Land Experiences revenue increased 23% to $70.0 million, driven by additional trips and higher pricing. That provides a relevant commercial foundation for the expansion.
#additional
The purchase broadens the travel portfolio beyond expedition cruises. For investors, the test is whether additional bookings and cash generation justify the acquisition price and subsequent investment.
White Desert takes guests into Antarctica's interior, including the Geographic South Pole. Echo Charlie offers journeys aboard a restored DC-3 aircraft carrying 12 guests. These experiences add distinctive products that Lindblad Expeditions Holdings, Inc. (NASDAQ:LIND) could market to existing adventure travelers.
Cross-selling could reduce marketing costs per booking and encourage repeat travel across the portfolio. Established customer relationships provide a starting point; the financial benefit depends on generating additional profitable departures.
The company already operates a growing land-travel business. Second-quarter Land Experiences revenue increased 23% to $70.0 million, driven by additional trips and higher pricing. That provides a relevant commercial foundation for the expansion.
#additional
2 months ago
SPX Technologies, Inc. (NYSE:SPXC) announced on September 15 that it completed the acquisition of FIS Water, LLC for approximately $410 million in cash, including certain tax attributes. The acquired business is expected to generate approximately $105 million of revenue in 2026.
That is FIS Water's full-year revenue forecast; its contribution to consolidated 2026 results will reflect the ownership period. The stated cash consideration equals approximately 3.9 times expected annual revenue, making profitability and cash conversion central to the investment case.
FIS Water expands the products SPX Technologies, Inc. (NYSE:SPXC) can supply to cooling customers. Its filtration and flow-control products remove solids, maintain water quality, and regulate water movement in commercial and industrial cooling systems, including data centers.
The business has joined the HVAC segment, covering heating, ventilation and air conditioning, within its Cooling operations. Its products complement existing cooling-tower offerings, while its valves and actuators also fit the recently acquired Neptronic controls business.
The strategic attraction is customer overlap. Management identified shared customers, engineering specifications and sales channels, and plans to use its global distribution and equipment-manufacturer relationships to support growth.
#cooling #NYSE
That is FIS Water's full-year revenue forecast; its contribution to consolidated 2026 results will reflect the ownership period. The stated cash consideration equals approximately 3.9 times expected annual revenue, making profitability and cash conversion central to the investment case.
FIS Water expands the products SPX Technologies, Inc. (NYSE:SPXC) can supply to cooling customers. Its filtration and flow-control products remove solids, maintain water quality, and regulate water movement in commercial and industrial cooling systems, including data centers.
The business has joined the HVAC segment, covering heating, ventilation and air conditioning, within its Cooling operations. Its products complement existing cooling-tower offerings, while its valves and actuators also fit the recently acquired Neptronic controls business.
The strategic attraction is customer overlap. Management identified shared customers, engineering specifications and sales channels, and plans to use its global distribution and equipment-manufacturer relationships to support growth.
#cooling #NYSE
2 months ago
California Resources Corporation (NYSE:CRC) announced on September 17 that it had agreed to sell its Uinta Basin **** ets, located mostly in Utah and Colorado, to an undisclosed buyer for $90 million in cash. The company had come to own the Uinta **** ets, which span about 100,000 net acres, after it acquired Berry Corp last year. However, CRC considered them non-core to its operations. The net proceeds from the sale will be used for shareholder returns and other corporate purposes.
Francisco Leon, President and CEO of California Resources Corporation, commented:
"Today's transaction strengthens our business. The monetization of our Uinta Basin **** ets sharpens our focus on California and captures additional value from the Berry merger. This transaction enhances our capital allocation flexibility, allowing us to invest in higher-return opportunities within the Golden State and supports our shareholder return strategy. The sale also helps offset the purchase price of our recent midstream transaction."
The transaction is expected to close by year-end, subject to the receipt of certain third-party consents and other customary conditions.
The sale will allow CRC to redeploy the $90 million toward **** ets that are central to its operating strategy while avoiding additional capital commitments to Uinta. The company already stated in its Q2 earnings call that Uinta has higher capital intensity, higher break-evens, lower crude quality, higher transportation and operating costs, and steeper declines. Therefore, the sale removes a portfolio distraction at a time when CRC is concentrating investment in California infrastructure and production.
#uinta #assets #transaction #capital
Francisco Leon, President and CEO of California Resources Corporation, commented:
"Today's transaction strengthens our business. The monetization of our Uinta Basin **** ets sharpens our focus on California and captures additional value from the Berry merger. This transaction enhances our capital allocation flexibility, allowing us to invest in higher-return opportunities within the Golden State and supports our shareholder return strategy. The sale also helps offset the purchase price of our recent midstream transaction."
The transaction is expected to close by year-end, subject to the receipt of certain third-party consents and other customary conditions.
The sale will allow CRC to redeploy the $90 million toward **** ets that are central to its operating strategy while avoiding additional capital commitments to Uinta. The company already stated in its Q2 earnings call that Uinta has higher capital intensity, higher break-evens, lower crude quality, higher transportation and operating costs, and steeper declines. Therefore, the sale removes a portfolio distraction at a time when CRC is concentrating investment in California infrastructure and production.
#uinta #assets #transaction #capital
2 months ago
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the Middle East.
Following a slight pullback over the last few months, Shell has started to regain momentum, and Morgan Stanley expects the rally to continue. On September 3, the investment bank upgraded SHEL from 'Equal Weight' to 'Overweight', while also raising its price target from $81.60 to $101.30. The target boost implies an upside of 9% from the current levels and even exceeds Shell's previous record high of almost $95 per share achieved earlier this year.
Morgan Stanley noted that the concerns surrounding Shell's long-term resource longevity have now eased, with the company now positioned to sustain production growth through 2030 and stabilize output thereafter. The ******* yst firm believes that while the stock has been weighed down due to its dividend policy, there is now "potential for a significant acceleration. As a result, Morgan Stanley promoted SHEL to top-pick status.
Shell completed the acquisition of ARC Resources earlier this month, addressing the resource-depletion concerns that have weighed down its valuation. The $16.4 billion deal has significantly expanded the energy giant's gas reserves and will boost its production by 370,000 boed. Additionally, the strategic move expands Shell's exposure to the North American gas market and bolsters its position in a region that is emerging as a key player in the global LNG supply.
Shell's recent upstream investments provide further support to Morgan Stanley's bullish thesis. The company announced earlier this month that it had agreed to acquire a 30% interest in BP's Conifer exploration prospect in the US Gulf, and a 50% stake in the Tupinamba exploration block in Brazil's Santos Basin. Additionally, it also recently signed a preliminary agreement for the acquisition of production rights over Ghana's South Deepwater Tano Cape Three Points oil and gas block.
#shel #production #energy #Stock
Following a slight pullback over the last few months, Shell has started to regain momentum, and Morgan Stanley expects the rally to continue. On September 3, the investment bank upgraded SHEL from 'Equal Weight' to 'Overweight', while also raising its price target from $81.60 to $101.30. The target boost implies an upside of 9% from the current levels and even exceeds Shell's previous record high of almost $95 per share achieved earlier this year.
Morgan Stanley noted that the concerns surrounding Shell's long-term resource longevity have now eased, with the company now positioned to sustain production growth through 2030 and stabilize output thereafter. The ******* yst firm believes that while the stock has been weighed down due to its dividend policy, there is now "potential for a significant acceleration. As a result, Morgan Stanley promoted SHEL to top-pick status.
Shell completed the acquisition of ARC Resources earlier this month, addressing the resource-depletion concerns that have weighed down its valuation. The $16.4 billion deal has significantly expanded the energy giant's gas reserves and will boost its production by 370,000 boed. Additionally, the strategic move expands Shell's exposure to the North American gas market and bolsters its position in a region that is emerging as a key player in the global LNG supply.
Shell's recent upstream investments provide further support to Morgan Stanley's bullish thesis. The company announced earlier this month that it had agreed to acquire a 30% interest in BP's Conifer exploration prospect in the US Gulf, and a 50% stake in the Tupinamba exploration block in Brazil's Santos Basin. Additionally, it also recently signed a preliminary agreement for the acquisition of production rights over Ghana's South Deepwater Tano Cape Three Points oil and gas block.
#shel #production #energy #Stock
2 months ago
Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company's 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator's strategic acquisitions.
However, BMO Capital sees this pullback as an opportunity and on September 15, the firm upgraded ENB from 'Market Perform' to 'Outperform', while also slightly raising its price target from C$79 to C$79.50. The target boost implies an upside of 18% from the current levels.
The **** yst believes that Enbridge's scale, limited commodity exposure, and diversified **** ets are underappreciated. BMO also cited the company's improving visibility on growth, robust backlog, opportunistic acquisitions, and improved balance sheet as reasons behind the upgrade.
Enbridge's aggressive expansion strategy adds significantly to its bull case. The company announced on September 9 that it would acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US liquids pipeline network by buying a majority stake in the Pony Express Pipeline and other **** ets. The midstream operator expects the acquisition to be accretive to distributable cash flow per share in the first full year of ownership.
Similarly, Enbridge announced last month that it had agreed to acquire Salt Creek Midstream's crude oil gathering business for $600 million in cash, further bolstering its presence in the prolific Permian Basin. The acquired **** ets have an average remaining contract life of about 10 years, providing stable long-term cash flows.
#visibility #target
However, BMO Capital sees this pullback as an opportunity and on September 15, the firm upgraded ENB from 'Market Perform' to 'Outperform', while also slightly raising its price target from C$79 to C$79.50. The target boost implies an upside of 18% from the current levels.
The **** yst believes that Enbridge's scale, limited commodity exposure, and diversified **** ets are underappreciated. BMO also cited the company's improving visibility on growth, robust backlog, opportunistic acquisitions, and improved balance sheet as reasons behind the upgrade.
Enbridge's aggressive expansion strategy adds significantly to its bull case. The company announced on September 9 that it would acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US liquids pipeline network by buying a majority stake in the Pony Express Pipeline and other **** ets. The midstream operator expects the acquisition to be accretive to distributable cash flow per share in the first full year of ownership.
Similarly, Enbridge announced last month that it had agreed to acquire Salt Creek Midstream's crude oil gathering business for $600 million in cash, further bolstering its presence in the prolific Permian Basin. The acquired **** ets have an average remaining contract life of about 10 years, providing stable long-term cash flows.
#visibility #target
2 months ago
On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records. Through the first half, net earnings rose 106% to $1.1 billion. During the quarter, the company also made net upfront cash payments of $4.5 billion relative to mineral stream interests, and it now carries $2.0 billion of total debt against $100 million of cash on hand. Here is what that trade looks like up close.
Start with what the streaming model does when prices climb. Wheaton sold 14% more gold equivalent ounces than a year ago, but the average realized gold equivalent price jumped 61% in Q2, and that higher price explains most of the revenue surge. Costs per ounce rose from $406 to $568, yet the cash operating margin per ounce still grew 65% to $3,875, faster than gold itself appreciated. Operating cash flow hit $650 million in the quarter and $1.4 billion for the half.
The second argument is that plenty of growth hasn't arrived yet. Only about 3% of this year's production comes from **** ets still in construction or ramp-up, and the company forecasts a rise of roughly 50% to 1,200,000 gold equivalent ounces by 2030. Some of that ramp has dates attached. Ivanhoe now expects commercial production at Platreef in the fourth quarter of 2026, and Montage Gold is targeting first gold at Koné in late Q4. Effective April 1, Wheaton expanded its share of silver production from Antamina from 33.75% to 67.5% through the newly acquired BHP Antamina PMPA.
Growth on this scale wasn't free. Wheaton had no bank debt at the end of 2025. On April 1, it drew $1.5 billion on a new two-year term loan to help pay for Antamina, and finance costs that were negligible a year ago now take a real bite. Net debt stands at $1.9 billion. Taxes are heavier too. Wheaton paid $109 million of global minimum tax on June 24, and another Cdn$346 million is due around March 31, 2027.
Operations also gave investors a few reasons for caution. Gold ounces produced slipped 2.6% year over year, so the 6% rise in gold equivalent production leaned heavily on the Antamina purchase. Gold output at Salobo fell 11% on lower grades. At Constancia, it fell 35% after mining at the higher-grade Pampacancha pit finished in the fourth quarter of 2025. Hemlo Mining said on July 20 that its second-quarter output fell below the first quarter's, and Rio2 said on May 15 that Fenix missed planned tonnes and grade in Q1. And because the revenue jump came mainly from price, the same leverage works in reverse if metals slip.
#wheaton
Start with what the streaming model does when prices climb. Wheaton sold 14% more gold equivalent ounces than a year ago, but the average realized gold equivalent price jumped 61% in Q2, and that higher price explains most of the revenue surge. Costs per ounce rose from $406 to $568, yet the cash operating margin per ounce still grew 65% to $3,875, faster than gold itself appreciated. Operating cash flow hit $650 million in the quarter and $1.4 billion for the half.
The second argument is that plenty of growth hasn't arrived yet. Only about 3% of this year's production comes from **** ets still in construction or ramp-up, and the company forecasts a rise of roughly 50% to 1,200,000 gold equivalent ounces by 2030. Some of that ramp has dates attached. Ivanhoe now expects commercial production at Platreef in the fourth quarter of 2026, and Montage Gold is targeting first gold at Koné in late Q4. Effective April 1, Wheaton expanded its share of silver production from Antamina from 33.75% to 67.5% through the newly acquired BHP Antamina PMPA.
Growth on this scale wasn't free. Wheaton had no bank debt at the end of 2025. On April 1, it drew $1.5 billion on a new two-year term loan to help pay for Antamina, and finance costs that were negligible a year ago now take a real bite. Net debt stands at $1.9 billion. Taxes are heavier too. Wheaton paid $109 million of global minimum tax on June 24, and another Cdn$346 million is due around March 31, 2027.
Operations also gave investors a few reasons for caution. Gold ounces produced slipped 2.6% year over year, so the 6% rise in gold equivalent production leaned heavily on the Antamina purchase. Gold output at Salobo fell 11% on lower grades. At Constancia, it fell 35% after mining at the higher-grade Pampacancha pit finished in the fourth quarter of 2025. Hemlo Mining said on July 20 that its second-quarter output fell below the first quarter's, and Rio2 said on May 15 that Fenix missed planned tonnes and grade in Q1. And because the revenue jump came mainly from price, the same leverage works in reverse if metals slip.
#wheaton
2 months ago
Interested in Apollo Global Management Inc.? Here are five stocks we like better.
Apollo expects interest rates to remain higher for longer, while estimating only a 10%–20% chance of a recession over the next year. Consumer spending, inflation and AI infrastructure investment are supporting economic activity, though geopolitical and energy risks remain.
The firm views AI primarily as a large-scale financing opportunity, providing structured capital to investment-grade companies involved in digital infrastructure, energy, logistics and defense rather than betting on individual technology winners.
Apollo reported strong institutional fundraising, including a $12 billion first close for its Fund XI, and expects private-equity industry consolidation as smaller or overexpanded managers struggle to return capital. Its high-grade capital-solutions business has completed more than 200 transactions totaling roughly $150 billion.
Baggage Claim: Apollo's $7.7 Billion Bid to Acquire easyJet
#apollo #infrastructure #energy #grade
Apollo expects interest rates to remain higher for longer, while estimating only a 10%–20% chance of a recession over the next year. Consumer spending, inflation and AI infrastructure investment are supporting economic activity, though geopolitical and energy risks remain.
The firm views AI primarily as a large-scale financing opportunity, providing structured capital to investment-grade companies involved in digital infrastructure, energy, logistics and defense rather than betting on individual technology winners.
Apollo reported strong institutional fundraising, including a $12 billion first close for its Fund XI, and expects private-equity industry consolidation as smaller or overexpanded managers struggle to return capital. Its high-grade capital-solutions business has completed more than 200 transactions totaling roughly $150 billion.
Baggage Claim: Apollo's $7.7 Billion Bid to Acquire easyJet
#apollo #infrastructure #energy #grade
2 months ago
NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D). It's a $67 billion all-stock transaction expected to close before the end of next year. If the merger is completed as expected, it would result in the largest US electricity producer.
NextEra's business is already growing, and Dominion is expected to increase the growth rate. The deal's promise is exciting, but its value to investors ultimately depends on NextEra securing regulatory approvals and successfully integrating Dominion ***** ets.
NextEra Energy, Inc. (NYSE:NEE) has reaffirmed its 2026 adjusted EPS guidance of $3.92 to $4.02 and said it was targeting the high end of that range. NextEra also said it expects adjusted EPS to grow at a compound annual rate of at least 8% through 2032 and is targeting the same growth rate through 2035, off the 2025 base.
NextEra also plans to continue rewarding its shareholders with higher dividends. The company expects its dividend per share to grow at a roughly 10% annual rate through 2026, off the 2024 base. It expects the dividend to grow 6% a year through 2028 from the 2026 base.
The EPS and dividend growth projections give investors a financial foundation for evaluating the Dominion deal. NextEra does not need Dominion simply to prevent a growth slowdown. Instead, it's looking to add another growth engine through the acquisition.
#dominion #rate
NextEra's business is already growing, and Dominion is expected to increase the growth rate. The deal's promise is exciting, but its value to investors ultimately depends on NextEra securing regulatory approvals and successfully integrating Dominion ***** ets.
NextEra Energy, Inc. (NYSE:NEE) has reaffirmed its 2026 adjusted EPS guidance of $3.92 to $4.02 and said it was targeting the high end of that range. NextEra also said it expects adjusted EPS to grow at a compound annual rate of at least 8% through 2032 and is targeting the same growth rate through 2035, off the 2025 base.
NextEra also plans to continue rewarding its shareholders with higher dividends. The company expects its dividend per share to grow at a roughly 10% annual rate through 2026, off the 2024 base. It expects the dividend to grow 6% a year through 2028 from the 2026 base.
The EPS and dividend growth projections give investors a financial foundation for evaluating the Dominion deal. NextEra does not need Dominion simply to prevent a growth slowdown. Instead, it's looking to add another growth engine through the acquisition.
#dominion #rate
2 months ago
Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business. On September 9, the company acquired AI startup Stilla.ai.
The acquisition will strengthen the company's agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to integrate Stilla.ai's team and technology into Meta Business Agent, which already helps businesses interact with customers across various platforms.
Stilla.ai's technology could help Meta's Business Agent enable more sophisticated interactions between customers and AI agents across its messaging platforms. In the long term, customers could use AI agents to inquire about products, discuss pricing, and potentially complete purchases without leaving Meta's ecosystem.
Such capabilities could result in new monetization opportunities as the company faces increasing pressure to generate returns from its substantial artificial intelligence investments. Rather than relying exclusively on AI to improve advertising efficiency, Meta could use AI to facilitate transactions and capture value from the commercial activity taking place across its platforms.
The acquisition could help the company build an AI-driven commerce layer across its massive messaging ecosystem. The company has access to billions of users across Facebook, Instagram, Messenger, and WhatsApp, while millions of businesses already use its platforms to communicate with customers.
#customers #agents
The acquisition will strengthen the company's agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to integrate Stilla.ai's team and technology into Meta Business Agent, which already helps businesses interact with customers across various platforms.
Stilla.ai's technology could help Meta's Business Agent enable more sophisticated interactions between customers and AI agents across its messaging platforms. In the long term, customers could use AI agents to inquire about products, discuss pricing, and potentially complete purchases without leaving Meta's ecosystem.
Such capabilities could result in new monetization opportunities as the company faces increasing pressure to generate returns from its substantial artificial intelligence investments. Rather than relying exclusively on AI to improve advertising efficiency, Meta could use AI to facilitate transactions and capture value from the commercial activity taking place across its platforms.
The acquisition could help the company build an AI-driven commerce layer across its massive messaging ecosystem. The company has access to billions of users across Facebook, Instagram, Messenger, and WhatsApp, while millions of businesses already use its platforms to communicate with customers.
#customers #agents
2 months ago
DataMEDS AI (MEDS) announced on Sept. 15 that it acquired Helomics and a lab services business, sparking a huge rally in MEDS stock. Shares of MEDS stock gained 87% on Sept. 15 and 275% in the following session. Like the lab services unit, Helomics was sold by Axe Compute (AGPU) and utilizes artificial intelligence (AI) for cancer diagnostics and treatment.
Generally, I'm a big fan of using AI in medicine, and a fan of the companies that do so. In fact, I own two stocks — Schrodinger (SDGR) and Radnet (RDNT) — that specialize in this area; Schrodinger uses AI to help speed up the drug-discovery process, while many of Radnet's diagnostic medical devices utilize AI.
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#meds #shares
Generally, I'm a big fan of using AI in medicine, and a fan of the companies that do so. In fact, I own two stocks — Schrodinger (SDGR) and Radnet (RDNT) — that specialize in this area; Schrodinger uses AI to help speed up the drug-discovery process, while many of Radnet's diagnostic medical devices utilize AI.
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#meds #shares
2 months ago
Investing in high-yield dividend stocks can be a solid portfolio move and give investors some nice supplemental income. However, not all dividend stocks are created equal. Two dividend stocks I'd be buying now are Energy Transfer (NYSE: ET) and Verizon (NYSE: VZ), while one I would avoid is Pfizer (NYSE: PFE).
Let's take a closer look at each, starting with why I'd avoid investing in Pfizer.
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 »
At one point, Pfizer was as blue chip of a pharmaceutical company as there was. However, the stock's 6.2% yield and cheap valuation reflect a company facing challenges ahead.
Pfizer took on significant debt when it acquired Seagen for $43 billion in December 2023 to strengthen its oncology portfolio. That has left the company with over $60 billion in debt and high interest expenses. The company paid out $9.7 billion in dividends last year while generating $9.1 billion in free cash flow, so it paid out more in dividends than it generated in cash. That has continued through the first six months of 2026.
#NYSE #stocks #missed #high
Let's take a closer look at each, starting with why I'd avoid investing in Pfizer.
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 »
At one point, Pfizer was as blue chip of a pharmaceutical company as there was. However, the stock's 6.2% yield and cheap valuation reflect a company facing challenges ahead.
Pfizer took on significant debt when it acquired Seagen for $43 billion in December 2023 to strengthen its oncology portfolio. That has left the company with over $60 billion in debt and high interest expenses. The company paid out $9.7 billion in dividends last year while generating $9.1 billion in free cash flow, so it paid out more in dividends than it generated in cash. That has continued through the first six months of 2026.
#NYSE #stocks #missed #high
