13 days ago
Patriots' Receiver Concerns Put DeMario Douglas In Unexpected Spotlight originally appeared on NESN. Add NESN as a Preferred Source by clicking here.
The New England Patriots entered the season hoping their passing game would take another significant step forward with Drake Maye leading the offense. A.J. Brown was expected to play an important role in that development, giving Maye a proven receiving threat capable of making difficult catches and creating explosive plays.
Instead, the Patriots have spent much of the opening two months trying to keep their wide receiver group healthy.
Thursday brought another discouraging development when Brown missed practice because of ankle and knee issues.
NFL Network's Ian Rapoport reported that a knee problem had flared up, leaving Brown's availability for Sunday's game against the Miami Dolphins uncertain.
#Patriots #knee #demario
The New England Patriots entered the season hoping their passing game would take another significant step forward with Drake Maye leading the offense. A.J. Brown was expected to play an important role in that development, giving Maye a proven receiving threat capable of making difficult catches and creating explosive plays.
Instead, the Patriots have spent much of the opening two months trying to keep their wide receiver group healthy.
Thursday brought another discouraging development when Brown missed practice because of ankle and knee issues.
NFL Network's Ian Rapoport reported that a knee problem had flared up, leaving Brown's availability for Sunday's game against the Miami Dolphins uncertain.
#Patriots #knee #demario
13 days ago
Angelique S. Chengelis, Connor Earegood, John Niyo, and Bob Wojnowski of The Detroit News predict the outcome of Saturday's Michigan-Rutgers game at SHI Stadium in Piscataway, New Jersey (12:30 p.m., Big Ten Network/94.7 FM).
▶ Angelique S. Chengelis: Rutgers coach Greg Schiano has always been tied to defense, but the Scarlet Knights have struggled defensively this season and ranks 128th in scoring. That could make this the "get-right" game for Michigan's offense, which is sorely in need of a confidence-building performance, especially from the run game and offensive line. Michigan's No. 3-ranked defense likely won't have the challenge it was expecting now that Rutgers QB Dylan Lonergan has been ruled out. He left last week's game at Northwestern in the first quarter because of a hit to the head and backup AJ Surace has struggled with six touchdowns against five interceptions this season. Michigan's defensive backs were expected to have their hands full facing 6-foot-6 receiver KJ Duff, but he is "doubtful" for the game, according to the Big Ten availability report. Pick: Michigan, 31-10
▶ Connor Earegood: Rejoice, Jason Beck. You're going to save your job this week. This Michigan offense may be wasting one of the nation's best defenses, but it will get an important tune-up against Rutgers. You know, the Rutgers team that lost to UMass, which is 1-3 in Mid-American Conference play. Oh, Rutgahs. Its availability report suggests some key starters will not play. Its starting QB is hurt, its star receiver is doubtful. A one-read quarterback could probably pick its defense apart at full strength. That's a good opponent for a true freshman in Tommy Carr to face in his second career start, after the **** er of the unknown wore off last week and showed you that maybe, just maybe, it isn't the guy under center who's the problem but rather the guy calling his plays. If Beck takes some inspiration from the Michigan Stadium videoboard and runs the ball between the tackles from time to time, Michigan should roll to an easy win. If it's another stinker, it will make for an interesting crowd in next week's rivalry game. Pick: Michigan, 34-7
▶ John Niyo: If Rutgers can't cure Michigan's offensive woes, nothing will. Greg Schiano's days appear numbered in Piscataway, and the statistical numbers make it obvious why: Rutgers ranks 128th nationally in scoring defense and has given up 161 points in four Big Ten games thus far. Of course, that's more points than the Wolverines have scored in seven games this season. But this defense should be the cure Michigan's inefficient run game needs, and no matter who's playing quarterback, there'll be opportunities to create explosive plays in the pass game. In four Big Ten games, Rutgers already has given up 15 plays of 30-plus yards. Pick: Michigan, 34-16
▶ Bob Wojnowski: There's no such thing as a breather for the Wolverines, with six of their seven games decided on the final possession. Last week's OT loss to Indiana wa
▶ Angelique S. Chengelis: Rutgers coach Greg Schiano has always been tied to defense, but the Scarlet Knights have struggled defensively this season and ranks 128th in scoring. That could make this the "get-right" game for Michigan's offense, which is sorely in need of a confidence-building performance, especially from the run game and offensive line. Michigan's No. 3-ranked defense likely won't have the challenge it was expecting now that Rutgers QB Dylan Lonergan has been ruled out. He left last week's game at Northwestern in the first quarter because of a hit to the head and backup AJ Surace has struggled with six touchdowns against five interceptions this season. Michigan's defensive backs were expected to have their hands full facing 6-foot-6 receiver KJ Duff, but he is "doubtful" for the game, according to the Big Ten availability report. Pick: Michigan, 31-10
▶ Connor Earegood: Rejoice, Jason Beck. You're going to save your job this week. This Michigan offense may be wasting one of the nation's best defenses, but it will get an important tune-up against Rutgers. You know, the Rutgers team that lost to UMass, which is 1-3 in Mid-American Conference play. Oh, Rutgahs. Its availability report suggests some key starters will not play. Its starting QB is hurt, its star receiver is doubtful. A one-read quarterback could probably pick its defense apart at full strength. That's a good opponent for a true freshman in Tommy Carr to face in his second career start, after the **** er of the unknown wore off last week and showed you that maybe, just maybe, it isn't the guy under center who's the problem but rather the guy calling his plays. If Beck takes some inspiration from the Michigan Stadium videoboard and runs the ball between the tackles from time to time, Michigan should roll to an easy win. If it's another stinker, it will make for an interesting crowd in next week's rivalry game. Pick: Michigan, 34-7
▶ John Niyo: If Rutgers can't cure Michigan's offensive woes, nothing will. Greg Schiano's days appear numbered in Piscataway, and the statistical numbers make it obvious why: Rutgers ranks 128th nationally in scoring defense and has given up 161 points in four Big Ten games thus far. Of course, that's more points than the Wolverines have scored in seven games this season. But this defense should be the cure Michigan's inefficient run game needs, and no matter who's playing quarterback, there'll be opportunities to create explosive plays in the pass game. In four Big Ten games, Rutgers already has given up 15 plays of 30-plus yards. Pick: Michigan, 34-16
▶ Bob Wojnowski: There's no such thing as a breather for the Wolverines, with six of their seven games decided on the final possession. Last week's OT loss to Indiana wa
13 days ago
Former **** nal forward Gabriel Jesus has revealed that he turned down an approach from Brazilian heavyweights Flamengo during the summer transfer window out of loyalty to boyhood club Palmeiras. Instead of returning to South America, the 29-year-old attacker completed a deadline-day switch from north London to Spanish giants Barcelona.
Speaking to TV Bandeirantes, the Brazil international disclosed that Rio de Janeiro outfit Flamengo attempted to lure him back to his homeland once it became clear he was no longer part of Mikel Arteta's plans. Although the striker enjoyed a trophy-laden spell at Manchester City earlier in his career, recurring fitness setbacks hampered his progress at the Emirates Stadium. That uncertainty prompted several clubs across Europe and South America to enquire about his availability.
Having progressed through the Palmeiras academy between 2013 and 2015, the forward won the 2015 Campeonato Brasileiro Serie A Best Newcomer award alongside the Copa do Brasil before claiming the 2016 Bola de Ouro as the Verdao lifted their first league **** le in 22 years.
Across 83 appearances in Sao Paulo, he registered 28 goals and nine **** ists prior to moving to England. Explaining why that history stopped him from negotiating with Flamengo, Jesus said: "They wanted to talk to me, but I politely said: 'I really appreciate the contact, but just as there are players from Flamengo's youth academy that you want to come back, I'm also a product of Palmeiras' youth system.'"
Rather than heading back to South America prematurely, the centre-forward opted to remain in European football by penning a three-year contract with Barcelona running until June 2029. While he has no immediate plans to leave Catalonia, the attacker stressed that only his former club will be considered when he eventually returns home, adding: "I am Palmeiras, my mind is Palmeiras, 100% Palmeiras in a possible return. I don't know when."
#south #back #jesus
Speaking to TV Bandeirantes, the Brazil international disclosed that Rio de Janeiro outfit Flamengo attempted to lure him back to his homeland once it became clear he was no longer part of Mikel Arteta's plans. Although the striker enjoyed a trophy-laden spell at Manchester City earlier in his career, recurring fitness setbacks hampered his progress at the Emirates Stadium. That uncertainty prompted several clubs across Europe and South America to enquire about his availability.
Having progressed through the Palmeiras academy between 2013 and 2015, the forward won the 2015 Campeonato Brasileiro Serie A Best Newcomer award alongside the Copa do Brasil before claiming the 2016 Bola de Ouro as the Verdao lifted their first league **** le in 22 years.
Across 83 appearances in Sao Paulo, he registered 28 goals and nine **** ists prior to moving to England. Explaining why that history stopped him from negotiating with Flamengo, Jesus said: "They wanted to talk to me, but I politely said: 'I really appreciate the contact, but just as there are players from Flamengo's youth academy that you want to come back, I'm also a product of Palmeiras' youth system.'"
Rather than heading back to South America prematurely, the centre-forward opted to remain in European football by penning a three-year contract with Barcelona running until June 2029. While he has no immediate plans to leave Catalonia, the attacker stressed that only his former club will be considered when he eventually returns home, adding: "I am Palmeiras, my mind is Palmeiras, 100% Palmeiras in a possible return. I don't know when."
#south #back #jesus
13 days ago
New Zealand arrive at Eden Park in Auckland on Friday with little to play for beyond their pride, as the fourth T20I against India begins with the series already out of reach. The hosts will be hoping to take the last two games and salvage something from a difficult few weeks.
India sealed the series with three convincing chases, and each one left the home bowlers searching for answers. They first reached targets of 226 and 181 at Hagley Oval in Christchurch, then overhauled 199 in just 13.2 overs in Wellington, the most one-sided of the lot.
The visitors are still without Ishan Kishan, who has missed the last two matches because of a low-grade right adductor strain. According to the BCCI's latest update, he has not yet regained full match fitness, so his availability for Auckland remains in doubt.
New Zealand have their own selection issues to manage. Matt Henry has moved out of the T20I group to link up with the ODI squad, while Lockie Ferguson missed the Wellington game and is expected to be back for the final two matches of the series.
The Black Caps cannot change the result of the series any more, but wins in the remaining fixtures would at least restore some dignity. Ferguson's likely return should add pace and bounce to an attack that has been underwhelming, to say the least.
#least
India sealed the series with three convincing chases, and each one left the home bowlers searching for answers. They first reached targets of 226 and 181 at Hagley Oval in Christchurch, then overhauled 199 in just 13.2 overs in Wellington, the most one-sided of the lot.
The visitors are still without Ishan Kishan, who has missed the last two matches because of a low-grade right adductor strain. According to the BCCI's latest update, he has not yet regained full match fitness, so his availability for Auckland remains in doubt.
New Zealand have their own selection issues to manage. Matt Henry has moved out of the T20I group to link up with the ODI squad, while Lockie Ferguson missed the Wellington game and is expected to be back for the final two matches of the series.
The Black Caps cannot change the result of the series any more, but wins in the remaining fixtures would at least restore some dignity. Ferguson's likely return should add pace and bounce to an attack that has been underwhelming, to say the least.
#least
13 days ago
The Minnesota Vikings released their initial injury report ahead of their Week 8 game against the Detroit Lions. Although the list of players was short, their potential absences could be significant.
RB Aaron Jones (knee), T Brian O'Neill (knee), and G Joe Huber (knee) all missed Wednesday's practice. Kevin O'Connell said Huber was dealing with knee soreness after Sunday's game, although he made sure to say that he wasn't "overly concerned" about his availability.
Jones and O'Neill have been dealing with lingering knee issues throughout the season. Last week, ESPN's Kevin Seifert reported that Jones specifically has been playing through a sprained MCL this season.
Players who didn't practice for the Lions included WR Amon-Ra St. Brown (ankle), RB Jahmyr Gibbs (shoulder), DL Tyliek Williams (illness), edge rusher Aiden Hutchinson (rest), T Penei Sewell (rest), DL Alim McNeil (rest), and edge rusher DJ Wonnum (rest).
This article originally appeared on Vikings Wire: Wednesday injury report for the Vikings in Week 8 against the Lions
#Vikings #lions #rest
RB Aaron Jones (knee), T Brian O'Neill (knee), and G Joe Huber (knee) all missed Wednesday's practice. Kevin O'Connell said Huber was dealing with knee soreness after Sunday's game, although he made sure to say that he wasn't "overly concerned" about his availability.
Jones and O'Neill have been dealing with lingering knee issues throughout the season. Last week, ESPN's Kevin Seifert reported that Jones specifically has been playing through a sprained MCL this season.
Players who didn't practice for the Lions included WR Amon-Ra St. Brown (ankle), RB Jahmyr Gibbs (shoulder), DL Tyliek Williams (illness), edge rusher Aiden Hutchinson (rest), T Penei Sewell (rest), DL Alim McNeil (rest), and edge rusher DJ Wonnum (rest).
This article originally appeared on Vikings Wire: Wednesday injury report for the Vikings in Week 8 against the Lions
#Vikings #lions #rest
13 days ago
Packers' Tucker Kraft scores TD nearly a year after brutal injury vs. same Panthers team appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Green Bay Packers have wide receiver Matthew Golden suited up for their Thursday Night Football game against the Carolina Panthers despite injury concerns. Golden's availability is a big boost for the Packers as he has been the team's second-leading receiver behind Christian Watson this season.
However, it was their third receiver, tight end Tucker Kraft, who got the first touchdown of the game after the Panthers opened the scoring with a field goal.
On third down in the first quarter, quarterback Jordan Love threw an absolute laser of a pass that was able to find Kraft despite pressure from two Panthers defenders. A delighted Kraft then went over to the crowd for a Lambeau Leap.
It was Kraft's third touchdown of the season, tying him with Golden for second on the team. Unfortunately, Packers kicker Trey Smack continued his recent struggles as he missed the extra point, keeping the score at 6-3.
#kraft #tucker #golden #injury
The Green Bay Packers have wide receiver Matthew Golden suited up for their Thursday Night Football game against the Carolina Panthers despite injury concerns. Golden's availability is a big boost for the Packers as he has been the team's second-leading receiver behind Christian Watson this season.
However, it was their third receiver, tight end Tucker Kraft, who got the first touchdown of the game after the Panthers opened the scoring with a field goal.
On third down in the first quarter, quarterback Jordan Love threw an absolute laser of a pass that was able to find Kraft despite pressure from two Panthers defenders. A delighted Kraft then went over to the crowd for a Lambeau Leap.
It was Kraft's third touchdown of the season, tying him with Golden for second on the team. Unfortunately, Packers kicker Trey Smack continued his recent struggles as he missed the extra point, keeping the score at 6-3.
#kraft #tucker #golden #injury
13 days ago
Ahmad Hardy's return appears to be imminent.
Hardy is expected to make his 2026 season debut against Arkansas this coming Saturday, Oct. 31, in Fayetteville, Arkansas, a source familiar with the team's plans confirmed to the Columbia Daily Tribune on Thursday. ESPN's Pete Thamel first reported the news.
The All-American running back, who set Mizzou's single-season rushing record last season with 1,649 yards in 13 games, was not listed on Mizzou's SEC-mandated availability and injury reports on either Wednesday or Thursday night.
The team was seemingly told after practice Thursday to expect Hardy to return.
The question now is what Hardy's workload looks like as he makes his much-anticipated return after sustaining a gunshot wound to the thigh in May in Laurel, Mississippi. It's unclear whether he'll be on a pitch count in his first appearance since last December.
#thursday #return #arkansas #fayetteville
Hardy is expected to make his 2026 season debut against Arkansas this coming Saturday, Oct. 31, in Fayetteville, Arkansas, a source familiar with the team's plans confirmed to the Columbia Daily Tribune on Thursday. ESPN's Pete Thamel first reported the news.
The All-American running back, who set Mizzou's single-season rushing record last season with 1,649 yards in 13 games, was not listed on Mizzou's SEC-mandated availability and injury reports on either Wednesday or Thursday night.
The team was seemingly told after practice Thursday to expect Hardy to return.
The question now is what Hardy's workload looks like as he makes his much-anticipated return after sustaining a gunshot wound to the thigh in May in Laurel, Mississippi. It's unclear whether he'll be on a pitch count in his first appearance since last December.
#thursday #return #arkansas #fayetteville
13 days ago
Here are live updates from the High Desert for Week 11 of high school football. Be sure to follow along for changes throughout the night.
Stream California football games live on NFHS Network
This article originally appeared on Victorville Daily Press: Live updates: High Desert Week 11 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#high #live #network #school
Stream California football games live on NFHS Network
This article originally appeared on Victorville Daily Press: Live updates: High Desert Week 11 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#high #live #network #school
13 days ago
ATLANTA – "We don't want to have to come back to Ballhalla."
It was part of a longer answer Kiah Stokes gave to reporters during Wednesday's practice availability. Stokes, and the Golden State Valkyries at large, obviously love their home crowd. It's one of, if not the most electric home court advantage in the WNBA. But going back would signal a Game 6 loss; within that lens, why play in front of that crowd again if you could handle business beforehand?
Ultimately, the Valkyries weren't able to get it done. Save any bail you want to shoot for the earlier-than-expected 12:30 ET tip-off time — **** ody on the Golden State side wants it, nor will they use it as an excuse.
A barrage of 3-pointers (6-of-8 in the opening frame), timely drives, and stellar defense sparked a 32-15 first quarter lead for the Atlanta Dream, one they ultimately never relinquished. The Dream were able to notch an impressive 80-69 victory to tie the series, setting up the two most exciting words in sports: Game 7.
Here are three numbers that popped in the Dream's Game 6 win, numbers the Valkyries need to flip in order to bring home their first championship.
#ultimately
It was part of a longer answer Kiah Stokes gave to reporters during Wednesday's practice availability. Stokes, and the Golden State Valkyries at large, obviously love their home crowd. It's one of, if not the most electric home court advantage in the WNBA. But going back would signal a Game 6 loss; within that lens, why play in front of that crowd again if you could handle business beforehand?
Ultimately, the Valkyries weren't able to get it done. Save any bail you want to shoot for the earlier-than-expected 12:30 ET tip-off time — **** ody on the Golden State side wants it, nor will they use it as an excuse.
A barrage of 3-pointers (6-of-8 in the opening frame), timely drives, and stellar defense sparked a 32-15 first quarter lead for the Atlanta Dream, one they ultimately never relinquished. The Dream were able to notch an impressive 80-69 victory to tie the series, setting up the two most exciting words in sports: Game 7.
Here are three numbers that popped in the Dream's Game 6 win, numbers the Valkyries need to flip in order to bring home their first championship.
#ultimately
13 days ago
Here are live updates from the Pueblo area for Week 11 of high school football. Be sure to follow along for changes throughout the night.
Stream Colorado football games live on NFHS Network
This article originally appeared on The Pueblo Chieftain: Live updates: Pueblo area Week 11 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#pueblo
Stream Colorado football games live on NFHS Network
This article originally appeared on The Pueblo Chieftain: Live updates: Pueblo area Week 11 high school football scoreboard
Our editors independently choose our recommendations. Some content is produced with paid support from a third party, however our editorial decisions remain independent. If you buy through our links, the USA TODAY Network may earn a commission. Prices and availability may change.
#pueblo
13 days ago
The Oklahoma Sooners are again battling injuries as they head into their game against the South Carolina Gamecocks. The Sooners had 15 players on the Wednesday availability report.
They will again be without key offensive linemen Ryan Fodje and Eddy Pierre-Louis, but should get Heath Ozaeta back. Center Jake Maikkula was listed as "questionable." This follows an injury he suffered against the Mississippi State Bulldogs. Caleb Nitta replaced him in the game and did a nice job in his snaps.
Offensive coordinator Ben Arbuckle praised Nitta's preparation when his number is called.
"Caleb's a fighter and he loves football, plays his ****** off," Arbuckle said. "And it's been that way since he's gotten here. That showed on his previous tape from other institutions. He's very smart, like really intelligent, understands defense, understands what's happening in the box, can see defensive back rotations. I mean, he's a sharp kid. But he's a fighter, you know, and he'll give us everything that he has."
Nitta's readiness could prove valuable as Oklahoma navigates another week of uncertainty on the offensive line. Maikkula's status will be worth monitoring, especially as the Sooners try to build on their improved performance against Mississippi State. A backup who can quickly recognize defensive fronts and communicate adjustments gives the offense stability when injuries force changes up front.
#state
They will again be without key offensive linemen Ryan Fodje and Eddy Pierre-Louis, but should get Heath Ozaeta back. Center Jake Maikkula was listed as "questionable." This follows an injury he suffered against the Mississippi State Bulldogs. Caleb Nitta replaced him in the game and did a nice job in his snaps.
Offensive coordinator Ben Arbuckle praised Nitta's preparation when his number is called.
"Caleb's a fighter and he loves football, plays his ****** off," Arbuckle said. "And it's been that way since he's gotten here. That showed on his previous tape from other institutions. He's very smart, like really intelligent, understands defense, understands what's happening in the box, can see defensive back rotations. I mean, he's a sharp kid. But he's a fighter, you know, and he'll give us everything that he has."
Nitta's readiness could prove valuable as Oklahoma navigates another week of uncertainty on the offensive line. Maikkula's status will be worth monitoring, especially as the Sooners try to build on their improved performance against Mississippi State. A backup who can quickly recognize defensive fronts and communicate adjustments gives the offense stability when injuries force changes up front.
#state
2 months ago
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
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
2 months ago
Veteran ******* yst Jim Cramer sees something in Apple's (AAPL) latest launch that is more than a reason for its customers to buy another replacement phone.
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
2 months ago
Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.
#Companies
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.
#Companies
2 months ago
GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company's backlog could hit the $200 billion mark "very early" in 2027, sooner than Wall Street had expected. The company expects the "strong and durable demand" to drive accelerated growth after its backlog had reached $167 billion at the end of the second quarter of 2026.
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.
#billion #year #data #center
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.
#billion #year #data #center
2 months ago
MSFT's new government AI suite goes on sale October 1, but agencies must commit annual budgets before all features clear security accreditation.
Microsoft hasn't disclosed per-seat pricing or paid conversion rates from earlier no-cost federal Copilot deployments, making any government revenue forecast impossible.
With $116 billion in capex and free cash flow falling 23%, Microsoft's AI monetization curve in government remains unproven against a $573 ***** yst price target.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Microsoft didn't make the cut. Enter your email to see the names that beat MSFT. The report is free. Enter your email and see if any of your stocks made the cut.
Microsoft (NASDAQ:MSFT) has told federal buyers that a new top government tier of its productivity suite, plus a companion agent-management product, will be available for Government Community Cloud customers to purchase on October 1. Individual capabilities will light up in phases as each workload clears its required government security accreditation, and additional Copilot features are slated for the months after general availability.
#government #features
Microsoft hasn't disclosed per-seat pricing or paid conversion rates from earlier no-cost federal Copilot deployments, making any government revenue forecast impossible.
With $116 billion in capex and free cash flow falling 23%, Microsoft's AI monetization curve in government remains unproven against a $573 ***** yst price target.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Microsoft didn't make the cut. Enter your email to see the names that beat MSFT. The report is free. Enter your email and see if any of your stocks made the cut.
Microsoft (NASDAQ:MSFT) has told federal buyers that a new top government tier of its productivity suite, plus a companion agent-management product, will be available for Government Community Cloud customers to purchase on October 1. Individual capabilities will light up in phases as each workload clears its required government security accreditation, and additional Copilot features are slated for the months after general availability.
#government #features
2 months ago
Amazon raised minimum starting pay for its U.S. full-time core operations employees to $20 an hour on Wednesday, a $1-per-hour increase for front-line workers who sort, pack, and transport orders.
Amazon said the typical hourly rate for those workers climbs to nearly $24, and that when benefits are counted, total compensation comes out to more than $32 an hour. Amazon said its minimum starting pay has risen more than 17% over the past three years.
The announcement arrives as Amazon approaches the peak holiday shopping season. According to The Wall Street Journal, Amazon hired 250,000 full-time, part-time, and seasonal workers in advance of last year's holiday period.
Along with the pay increase, Amazon announced two new benefits. Beginning Oct. 1, all U.S. Amazon employees will receive a grocery discount — 10% off eligible groceries and everyday essentials on Amazon.com and Whole Foods Market online, and 20% off in-store at Whole Foods. The discount can be combined with existing Prime member discounts, the company said.
Amazon also said it is launching a banking benefit called Day 1 Financial, through which qualified employees and their families can obtain a lifelong membership in First Tech Federal Credit Union. The benefit includes accounts with no overdraft fees, no monthly maintenance fees, and no account minimums, as well as access to credit cards, auto loans, and home loans for those who qualify. The company said the rollout will start in late 2026, with broad availability expected in 2027.
#time #employees #credit #starting
Amazon said the typical hourly rate for those workers climbs to nearly $24, and that when benefits are counted, total compensation comes out to more than $32 an hour. Amazon said its minimum starting pay has risen more than 17% over the past three years.
The announcement arrives as Amazon approaches the peak holiday shopping season. According to The Wall Street Journal, Amazon hired 250,000 full-time, part-time, and seasonal workers in advance of last year's holiday period.
Along with the pay increase, Amazon announced two new benefits. Beginning Oct. 1, all U.S. Amazon employees will receive a grocery discount — 10% off eligible groceries and everyday essentials on Amazon.com and Whole Foods Market online, and 20% off in-store at Whole Foods. The discount can be combined with existing Prime member discounts, the company said.
Amazon also said it is launching a banking benefit called Day 1 Financial, through which qualified employees and their families can obtain a lifelong membership in First Tech Federal Credit Union. The benefit includes accounts with no overdraft fees, no monthly maintenance fees, and no account minimums, as well as access to credit cards, auto loans, and home loans for those who qualify. The company said the rollout will start in late 2026, with broad availability expected in 2027.
#time #employees #credit #starting
2 months ago
Updated Sept 16, 2026, 12:44 pm EDT / Original Sept 16, 2026, 10:49 am EDT
Power availability is a key constraint to
AI growthExternal link
. Computers need to be turned on. That idea has sent data center operators scrambling for internally controlled power-generation solutions, helping send shares of power-equipment providers to the moon.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
U.S.-Canada energy trade already delivers energy security and abundance for consumers on a larger scale than Venezuela can provide, Ben Cahill writes.
#power #sept #updated
Power availability is a key constraint to
AI growthExternal link
. Computers need to be turned on. That idea has sent data center operators scrambling for internally controlled power-generation solutions, helping send shares of power-equipment providers to the moon.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
U.S.-Canada energy trade already delivers energy security and abundance for consumers on a larger scale than Venezuela can provide, Ben Cahill writes.
#power #sept #updated
2 months ago
U.S. diesel prices have moved into record territory. The national average price of diesel climbed to a record $6.23 per gallon on Sept. 14, after first breaking above the $6 threshold last week. And diesel is hitting new highs again today at around $6.31. According to AAA data, the national average diesel price reached about $6.05 per gallon on Sept. 11, 2026, surpassing the previous record established in June 2022. The latest price is roughly 68% higher than the level of about $3.71 per gallon a year ago, highlighting the extraordinary speed of the rally.
The surge is being driven by a global shortage of refined petroleum products rather than crude oil alone. Disruptions to Middle Eastern energy infrastructure, sharply reduced traffic through the Strait of Hormuz, and attacks on Russian refineries have reduced the availability of diesel and other middle distillates. The situation has become serious enough that diesel prices are now adding to broader inflation concerns while simultaneously creating a potentially attractive environment for U.S. refiners.
Crude Oil Prices Sharply Lower as Middle East Disruptions Ease
Crude Oil Prices Retreat as Supply Fears Ease
Why UBS Just Turned Bearish on NuScale Power Stock
#Diesel
The surge is being driven by a global shortage of refined petroleum products rather than crude oil alone. Disruptions to Middle Eastern energy infrastructure, sharply reduced traffic through the Strait of Hormuz, and attacks on Russian refineries have reduced the availability of diesel and other middle distillates. The situation has become serious enough that diesel prices are now adding to broader inflation concerns while simultaneously creating a potentially attractive environment for U.S. refiners.
Crude Oil Prices Sharply Lower as Middle East Disruptions Ease
Crude Oil Prices Retreat as Supply Fears Ease
Why UBS Just Turned Bearish on NuScale Power Stock
#Diesel
2 months ago
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The news that the giant AI technology provider Anthropic launched Claude for Financial Advisors was received with some skepticism by industry **** ysts, but overall, many wealth management technology providers and consultants shared their excitement and enthusiasm, noting that the company had presented them with something that could, if implemented well, solve many issues with current advisor tech stacks.
"I find it positive that Anthropic has sent these signals to the market and it is good for the industry overall," said longtime **** yst Alois Pirker, who is now the CEO of his own consultancy, Pirker Partners.
"Nonetheless, my sense is that Claude will hit the same problem as Salesforce, getting to the level of specificity that financial advisors need," he said, referring to the behemoth CRM provider and its initial rollout of Salesforce for Financial Services, which reached general availability a decade ago (and later changed its name to Salesforce Financial Services Cloud).
One way in which the technology industry responded to advisors' desire for such specificity was the development of the specialized and popular advisor CRM product Practifi, he said, which is built on top of Salesforce and caters to certain types of firms in need of more customization.
#financial #advisors #wealthmanagement
The news that the giant AI technology provider Anthropic launched Claude for Financial Advisors was received with some skepticism by industry **** ysts, but overall, many wealth management technology providers and consultants shared their excitement and enthusiasm, noting that the company had presented them with something that could, if implemented well, solve many issues with current advisor tech stacks.
"I find it positive that Anthropic has sent these signals to the market and it is good for the industry overall," said longtime **** yst Alois Pirker, who is now the CEO of his own consultancy, Pirker Partners.
"Nonetheless, my sense is that Claude will hit the same problem as Salesforce, getting to the level of specificity that financial advisors need," he said, referring to the behemoth CRM provider and its initial rollout of Salesforce for Financial Services, which reached general availability a decade ago (and later changed its name to Salesforce Financial Services Cloud).
One way in which the technology industry responded to advisors' desire for such specificity was the development of the specialized and popular advisor CRM product Practifi, he said, which is built on top of Salesforce and caters to certain types of firms in need of more customization.
#financial #advisors #wealthmanagement
2 months ago
ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan ***** ysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would represent at least a 37.5% increase from the 2027 level. JPMorgan said the main constraint has shifted toward ***** embly speed rather than the availability of critical components, suggesting ASML believes additional capacity can be unlocked through manufacturing and ***** embly improvements.
The potential increase is being driven primarily by AI-related demand. ASML's existing EUV machines, which cost roughly $200 million each, are essential for manufacturing leading-edge AI processors, while customers including TSMC, Samsung, SK Hynix and Intel are expanding advanced-chip capacity. Reuters reported separately that virtually all of ASML's EUV production capacity is booked through 2027, while the company has begun construction of a new Eindhoven facility designed to accelerate tool ***** embly and eventually accommodate up to 20,000 workers.
The strongest bullish implication is that ASML Holding N.V. (NASDAQ:ASML) may be able to convert exceptionally strong demand into higher unit volumes rather than simply relying on price increases. Moving from at least 80 EUV systems in 2027 to more than 110 in 2028 would materially expand the number of high-value systems ASML can monetize. This comes after the company already raised its 2026 revenue outlook to €43 billion–€45 billion, compared with its previous €36 billion–€40 billion range, while targeting a 54%–56% gross margin. Reuters also reported that second-quarter revenue reached €9.3 billion with a 54% gross margin, demonstrating that stronger AI-driven demand is already translating into financial performance.
The longer-term competitive position is particularly favorable because ASML Holding N.V. (NASDAQ:ASML) effectively has no commercial competitor in EUV. JPMorgan estimates that ASML held 94% of the overall lithography market in 2025, while Reuters describes the company as having maintained a monopoly in EUV since the late 2010s. At the same time, customers are committing to ASML's next-generation High-NA technology: the machines cost approximately $400 million, can print features about 40% smaller than existing EUV systems, and TSMC, Samsung, and SK Hynix have all established plans for production adoption. If AI chip demand remains strong enough to support both higher low-NA volumes and eventual High-NA adoption, ASML could see a multi-year increase in system shipments, revenue, and potentially cash generation while strengthening its already exceptional competitive moat.
#company
The potential increase is being driven primarily by AI-related demand. ASML's existing EUV machines, which cost roughly $200 million each, are essential for manufacturing leading-edge AI processors, while customers including TSMC, Samsung, SK Hynix and Intel are expanding advanced-chip capacity. Reuters reported separately that virtually all of ASML's EUV production capacity is booked through 2027, while the company has begun construction of a new Eindhoven facility designed to accelerate tool ***** embly and eventually accommodate up to 20,000 workers.
The strongest bullish implication is that ASML Holding N.V. (NASDAQ:ASML) may be able to convert exceptionally strong demand into higher unit volumes rather than simply relying on price increases. Moving from at least 80 EUV systems in 2027 to more than 110 in 2028 would materially expand the number of high-value systems ASML can monetize. This comes after the company already raised its 2026 revenue outlook to €43 billion–€45 billion, compared with its previous €36 billion–€40 billion range, while targeting a 54%–56% gross margin. Reuters also reported that second-quarter revenue reached €9.3 billion with a 54% gross margin, demonstrating that stronger AI-driven demand is already translating into financial performance.
The longer-term competitive position is particularly favorable because ASML Holding N.V. (NASDAQ:ASML) effectively has no commercial competitor in EUV. JPMorgan estimates that ASML held 94% of the overall lithography market in 2025, while Reuters describes the company as having maintained a monopoly in EUV since the late 2010s. At the same time, customers are committing to ASML's next-generation High-NA technology: the machines cost approximately $400 million, can print features about 40% smaller than existing EUV systems, and TSMC, Samsung, and SK Hynix have all established plans for production adoption. If AI chip demand remains strong enough to support both higher low-NA volumes and eventual High-NA adoption, ASML could see a multi-year increase in system shipments, revenue, and potentially cash generation while strengthening its already exceptional competitive moat.
#company
2 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was driven by U.S. forwarding operations and international airfreight strength, particularly in disaster relief efforts following Western Pacific typhoons.
The Navegate platform is acting as a growth catalyst, enabling enterprise customers to manage complex supply chains, including one client managing over 1,400 vendors.
Domestic market dynamics are improving as capacity exits the North America truckload and intermodal sectors through carrier attrition and tighter driver availability.
Management observed constructive cyclical indicators, including rising spot rates and tender rejections, which began to manifest late in the fourth fiscal quarter.
#tell #navegate #America
Performance was driven by U.S. forwarding operations and international airfreight strength, particularly in disaster relief efforts following Western Pacific typhoons.
The Navegate platform is acting as a growth catalyst, enabling enterprise customers to manage complex supply chains, including one client managing over 1,400 vendors.
Domestic market dynamics are improving as capacity exits the North America truckload and intermodal sectors through carrier attrition and tighter driver availability.
Management observed constructive cyclical indicators, including rising spot rates and tender rejections, which began to manifest late in the fourth fiscal quarter.
#tell #navegate #America
2 months ago
Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm ******* yst David O'Connor initiated coverage on the stock with an Overweight rating and a $460 price target.
O'Connor estimates demand running twice the available supply for Broadcom, which makes the ability to deliver chips central to his thesis. Even though the chipmaker boasts demand, component availability and deployment timing will determine its conversion into earnings.
The biggest advantage that Broadcom holds is that it doesn't need to win new customers, but to keep expanding what it ships to the ones it already has. The company is already ramping Meta's MTIA program and OpenAI's Jalapeno chips, along with two other customers.
Google's TPU program remains Broadcom's major volume ASIC program, while Anthropic is also scaling deployments using AVGO-enabled TPU compute. Broadcom also boasts a rising networking attach rate, which is currently around 30%. This would likely generate an estimated $20-30 billion of total content per gigawatt of deployed capacity.
The firm has a line of sight to 12 gigawatts of demand in fiscal 2027, rising toward an estimated 38 gigawatts by fiscal 2030. This underpins a roughly 51% EPS compound growth rate through the decade.
#asic
O'Connor estimates demand running twice the available supply for Broadcom, which makes the ability to deliver chips central to his thesis. Even though the chipmaker boasts demand, component availability and deployment timing will determine its conversion into earnings.
The biggest advantage that Broadcom holds is that it doesn't need to win new customers, but to keep expanding what it ships to the ones it already has. The company is already ramping Meta's MTIA program and OpenAI's Jalapeno chips, along with two other customers.
Google's TPU program remains Broadcom's major volume ASIC program, while Anthropic is also scaling deployments using AVGO-enabled TPU compute. Broadcom also boasts a rising networking attach rate, which is currently around 30%. This would likely generate an estimated $20-30 billion of total content per gigawatt of deployed capacity.
The firm has a line of sight to 12 gigawatts of demand in fiscal 2027, rising toward an estimated 38 gigawatts by fiscal 2030. This underpins a roughly 51% EPS compound growth rate through the decade.
#asic
2 months ago
The Minnesota Vikings beat the Green Bay Packers to start the 2026 season with a win, but 29 of their points came in the final 17 minutes of the game. Plenty of questions surround the Vikings, and they don't solely revolve around the quarterback position.
Brian Flores' defense overwhelmed the Packers in the fourth quarter, but there were far too many wide-open Green Bay receivers throughout the day. Minnesota's offense did enough to win, but it will need more consistency moving forward so it isn't clawing its way back late in games.
The next opponent further amplifies these concerns. Next week, the Vikings travel to Soldier Field to face the Chicago Bears, who beat the Carolina Panthers 59-37 on Sunday. Minnesota will need to tighten things up so that they aren't involved in a shootout they can't keep up in.
Kyler Murray's long-awaited Vikings debut was cut short when he left the game with a concussion suffered in the first quarter. Carson Wentz replaced him, completing 12/19 passes for 133 yards and three touchdowns, doing enough to keep the offense on schedule.
But Murray's availability is already in question for next week. On Monday, Adam Schefter reported that "it looks like" Wentz will start next Sunday against the Bears, as Murray remains in concussion protocol.
#next #minnesota #wentz #start
Brian Flores' defense overwhelmed the Packers in the fourth quarter, but there were far too many wide-open Green Bay receivers throughout the day. Minnesota's offense did enough to win, but it will need more consistency moving forward so it isn't clawing its way back late in games.
The next opponent further amplifies these concerns. Next week, the Vikings travel to Soldier Field to face the Chicago Bears, who beat the Carolina Panthers 59-37 on Sunday. Minnesota will need to tighten things up so that they aren't involved in a shootout they can't keep up in.
Kyler Murray's long-awaited Vikings debut was cut short when he left the game with a concussion suffered in the first quarter. Carson Wentz replaced him, completing 12/19 passes for 133 yards and three touchdowns, doing enough to keep the offense on schedule.
But Murray's availability is already in question for next week. On Monday, Adam Schefter reported that "it looks like" Wentz will start next Sunday against the Bears, as Murray remains in concussion protocol.
#next #minnesota #wentz #start
2 months ago
The Detroit Lions may be doing more than simply monitoring the Joey Porter Jr. situation.
According to a new report from Jeff Risdon, Detroit has contacted the Pittsburgh Steelers about the veteran cornerback's availability, potentially turning weeks of speculation into something more tangible.
Risdon said he has been told from the Pittsburgh side that conversations between the teams have taken place.
"I can tell you that I know that the Lions have approached the Steelers," Risdon said on Monday. "I don't know how receptive the Steelers were. I don't know what the Lions offered, if anything. I know that they have talked. I got that from a reliable source from the Pittsburgh side. Will anything happen? I don't know."
That does not mean a trade is imminent. It does mean the Porter-to-Detroit idea may have moved beyond the purely hypothetical stage.
#risdon #porter #side
According to a new report from Jeff Risdon, Detroit has contacted the Pittsburgh Steelers about the veteran cornerback's availability, potentially turning weeks of speculation into something more tangible.
Risdon said he has been told from the Pittsburgh side that conversations between the teams have taken place.
"I can tell you that I know that the Lions have approached the Steelers," Risdon said on Monday. "I don't know how receptive the Steelers were. I don't know what the Lions offered, if anything. I know that they have talked. I got that from a reliable source from the Pittsburgh side. Will anything happen? I don't know."
That does not mean a trade is imminent. It does mean the Porter-to-Detroit idea may have moved beyond the purely hypothetical stage.
#risdon #porter #side
2 months ago
Florida State head coach Mike Norvell met with local media Monday to open Alabama week after Michael Alford's firing as athletic director, discussing, among other things, three availability updates.
"First off, with the news of today, definitely wanted to start off just thanking Michael Alford and Laura, for all the work and the time that we get to spend together over these last few years," Norvell said. "Two of the best people I've had an opportunity to be around."
"Obviously, as we move forward into this week, all of our focus is going to be on this game," Norvell said. "It's a big game. It's our first road game of the season … an opportunity to go out there and be on an incredible stage against a very talented football team."
Norvell shared that freshman linebackers Izayia Williams and Daylen Green will miss the rest of the season. Veteran linebacker Blake Nichelson will miss an extended period of time but is expected back this year.
"Those guys, they had the injuries, Daylen in the last game and then Izayia (has) been dealing with some things," Norvell said. "With some guys going down, the opportunity for others to rise up, whether it's defensively there at linebacker, whether it's opportunities there in special teams, it'll be an open-door opportunity for guys on this team."
#izayia #daylen
"First off, with the news of today, definitely wanted to start off just thanking Michael Alford and Laura, for all the work and the time that we get to spend together over these last few years," Norvell said. "Two of the best people I've had an opportunity to be around."
"Obviously, as we move forward into this week, all of our focus is going to be on this game," Norvell said. "It's a big game. It's our first road game of the season … an opportunity to go out there and be on an incredible stage against a very talented football team."
Norvell shared that freshman linebackers Izayia Williams and Daylen Green will miss the rest of the season. Veteran linebacker Blake Nichelson will miss an extended period of time but is expected back this year.
"Those guys, they had the injuries, Daylen in the last game and then Izayia (has) been dealing with some things," Norvell said. "With some guys going down, the opportunity for others to rise up, whether it's defensively there at linebacker, whether it's opportunities there in special teams, it'll be an open-door opportunity for guys on this team."
#izayia #daylen
2 months ago
Lyft, Inc. (NASDAQ:LYFT) has begun offering Waymo's fully autonomous robotaxi rides directly through its app in Nashville, marking the first market where Waymo vehicles can be booked through both the Waymo and Lyft apps. Lyft users requesting Standard, Priority Pickup, Wait & Save, or Extra Comfort rides within the designated Nashville service area can be matched with a Waymo vehicle at no additional cost.
The rollout also gives Lyft a larger role in the autonomous-vehicle ecosystem through its Flexdrive subsidiary, which will manage charging, cleaning and maintenance for Waymo's fleet. Reuters previously reported that the Nashville partnership was intended to become Waymo's first commercial deployment through Lyft's ride-hailing network.
paul-hanaoka-D-qq7W751vs-unsplash
The partnership could strengthen Lyft, Inc. (NASDAQ:LYFT)'s long-term position in a ride-hailing industry that is increasingly moving toward autonomous vehicles. Rather than spending heavily to develop its own robotaxi technology, Lyft can leverage Waymo's autonomous-driving capabilities while providing the customer base, app infrastructure, and fleet-management services needed to put those vehicles to work. This ****** et-light approach could allow Lyft to participate in the growth of robotaxis without bearing the enormous technological costs and risks ****** ociated with developing a self-driving system internally.
The bigger opportunity is Flexdrive. Lyft is not simply sending customers to Waymo; its subsidiary is taking responsibility for keeping Waymo vehicles operational in Nashville. Lyft says its new 80,000-square-foot facility will support more than 70 full-time positions and help optimize vehicle availability. If this operating model proves successful, Lyft could potentially become a valuable infrastructure and fleet-management partner as Waymo expands into additional markets. That would give Lyft another potential revenue opportunity beyond traditional ride commissions.
#vehicle #fleet #ride #NASDAQ
The rollout also gives Lyft a larger role in the autonomous-vehicle ecosystem through its Flexdrive subsidiary, which will manage charging, cleaning and maintenance for Waymo's fleet. Reuters previously reported that the Nashville partnership was intended to become Waymo's first commercial deployment through Lyft's ride-hailing network.
paul-hanaoka-D-qq7W751vs-unsplash
The partnership could strengthen Lyft, Inc. (NASDAQ:LYFT)'s long-term position in a ride-hailing industry that is increasingly moving toward autonomous vehicles. Rather than spending heavily to develop its own robotaxi technology, Lyft can leverage Waymo's autonomous-driving capabilities while providing the customer base, app infrastructure, and fleet-management services needed to put those vehicles to work. This ****** et-light approach could allow Lyft to participate in the growth of robotaxis without bearing the enormous technological costs and risks ****** ociated with developing a self-driving system internally.
The bigger opportunity is Flexdrive. Lyft is not simply sending customers to Waymo; its subsidiary is taking responsibility for keeping Waymo vehicles operational in Nashville. Lyft says its new 80,000-square-foot facility will support more than 70 full-time positions and help optimize vehicle availability. If this operating model proves successful, Lyft could potentially become a valuable infrastructure and fleet-management partner as Waymo expands into additional markets. That would give Lyft another potential revenue opportunity beyond traditional ride commissions.
#vehicle #fleet #ride #NASDAQ
2 months ago
Costco has raised the price of its Kirkland Signature full-synthetic motor oil and begun limiting how much any one member can purchase, as a global lubricant shortage tied to the ongoing Middle East conflict pushes crude oil toward $100 a barrel.
That 10-quart case — two 5-quart bottles, enough for a typical V6 or V8 oil change — has jumped to $57.99, compared with the roughly $30 price members had grown accustomed to paying, according to The Drive. Stores are capping purchases at two units per customer per week. The retailer has also imposed a five-per-member limit on Mobil 1, with six quarts of that brand running $44.
The rationing reflects pressure from multiple directions. The connection to fuel prices runs through the refinery: base oil shares its crude-oil origins with gasoline and diesel, so when margins on finished fuel are strong, refiners have a financial reason to favor fuel production over lubricant stock, according to The Auto Wire. EIA data showed the gasoline crack spread sitting roughly a dollar per gallon higher than where it stood at the same point in 2025, a gap that has squeezed base oil availability and pushed its price upward.
Regulatory and licensing costs add a separate layer of expense. The Kirkland 5W-30 displays the dexos1 Gen 3 certification, GM's proprietary specification, and earning that mark is not free — manufacturers must put their formulation through GM's independent testing protocol and obtain a license from the automaker, paying separately for each product and each unit sold, according to The Auto Wire. Layered on top of that is an industry-wide burden: when the API SP category took effect around 2020, it introduced seven additional laboratory tests with no equivalent in the previous standard, among them a procedure targeting low-speed pre-ignition, the knock-like detonation problem **** ociated with modern turbocharged, direct-injection engines.
The supply squeeze is unfolding against a backdrop of a worsening global oil deficit. The International Energy Agency cut its 2026 global oil supply forecast to 102 million barrels per day in August, projecting a deficit of 1.8 million barrels per day in the third quarter — more than double its prior estimate. **** ulative global inventory draws since the start of the U.S.-Iran conflict have reached more than 500 million barrels, and Chevron CEO Mike Wirth said last week that the cushions that had softened earlier price increases have been exhausted. U.S. diesel prices crossed $6 per gallon for the first time, sitting at $6.06 as of Monday, an 8-cent increase from Sunday and 21 cents above week-earlier levels, according to AAA.
#barrels #wire
That 10-quart case — two 5-quart bottles, enough for a typical V6 or V8 oil change — has jumped to $57.99, compared with the roughly $30 price members had grown accustomed to paying, according to The Drive. Stores are capping purchases at two units per customer per week. The retailer has also imposed a five-per-member limit on Mobil 1, with six quarts of that brand running $44.
The rationing reflects pressure from multiple directions. The connection to fuel prices runs through the refinery: base oil shares its crude-oil origins with gasoline and diesel, so when margins on finished fuel are strong, refiners have a financial reason to favor fuel production over lubricant stock, according to The Auto Wire. EIA data showed the gasoline crack spread sitting roughly a dollar per gallon higher than where it stood at the same point in 2025, a gap that has squeezed base oil availability and pushed its price upward.
Regulatory and licensing costs add a separate layer of expense. The Kirkland 5W-30 displays the dexos1 Gen 3 certification, GM's proprietary specification, and earning that mark is not free — manufacturers must put their formulation through GM's independent testing protocol and obtain a license from the automaker, paying separately for each product and each unit sold, according to The Auto Wire. Layered on top of that is an industry-wide burden: when the API SP category took effect around 2020, it introduced seven additional laboratory tests with no equivalent in the previous standard, among them a procedure targeting low-speed pre-ignition, the knock-like detonation problem **** ociated with modern turbocharged, direct-injection engines.
The supply squeeze is unfolding against a backdrop of a worsening global oil deficit. The International Energy Agency cut its 2026 global oil supply forecast to 102 million barrels per day in August, projecting a deficit of 1.8 million barrels per day in the third quarter — more than double its prior estimate. **** ulative global inventory draws since the start of the U.S.-Iran conflict have reached more than 500 million barrels, and Chevron CEO Mike Wirth said last week that the cushions that had softened earlier price increases have been exhausted. U.S. diesel prices crossed $6 per gallon for the first time, sitting at $6.06 as of Monday, an 8-cent increase from Sunday and 21 cents above week-earlier levels, according to AAA.
#barrels #wire
2 months ago
Interested in Lam Research Corporation? Here are five stocks we like better.
Lam Research raised its 2026 wafer-fabrication equipment spending outlook to the low-$150 billion range from $135 billion-$140 billion, driven by sustained AI demand and expectations for eight to 10 new leading-edge fabs through 2027.
AI hardware is increasing equipment intensity, while advanced chip designs and packaging are expanding Lam's addressable market. The company cited growing opportunities in gate-all-around transistors, backside power delivery, advanced packaging and dry-resist technology.
Lam is accelerating capacity expansion, including a second Malaysia facility, as clean-room availability and supply-chain capacity constrain the industry. The company also expects NAND upgrades to accelerate, while targeting mid-50% gross margins and reporting record customer-support revenue.
From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts
#billion #Research #equipment #advanced
Lam Research raised its 2026 wafer-fabrication equipment spending outlook to the low-$150 billion range from $135 billion-$140 billion, driven by sustained AI demand and expectations for eight to 10 new leading-edge fabs through 2027.
AI hardware is increasing equipment intensity, while advanced chip designs and packaging are expanding Lam's addressable market. The company cited growing opportunities in gate-all-around transistors, backside power delivery, advanced packaging and dry-resist technology.
Lam is accelerating capacity expansion, including a second Malaysia facility, as clean-room availability and supply-chain capacity constrain the industry. The company also expects NAND upgrades to accelerate, while targeting mid-50% gross margins and reporting record customer-support revenue.
From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts
#billion #Research #equipment #advanced
2 months ago
NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growing portfolio of GPUs, CPUs, networking products, and AI software.
On September 9, it announced strategic partnerships with Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure providers as it works with local partners toward an AI infrastructure buildout of up to 2 gigawatts by 2027.
The initiative will expand the availability of land, power, and data center shell capacity designed to host multiple generations of Nvidia's DSX AI factory infrastructure. While the buildout is designed to meet Australia's growing demand for AI computing, it could also create a significant new source of demand for Nvidia's hardware and software ecosystem.
The Australian buildout could benefit NVIDIA Corporation (NASDAQ:NVDA) beyond the initial sale of GPUs. Nvidia will provide its DSX platform, accelerated computing, networking, software, and ecosystem support to the emerging network of AI factories. DSX is also compatible with Nvidia's CUDA ecosystem.
As enterprises, universities, government agencies, and startups increasingly build AI workloads around Nvidia's architecture, the company could strengthen CUDA's position as the underlying software platform for AI development and deployment.
#NASDAQ #australian
On September 9, it announced strategic partnerships with Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure providers as it works with local partners toward an AI infrastructure buildout of up to 2 gigawatts by 2027.
The initiative will expand the availability of land, power, and data center shell capacity designed to host multiple generations of Nvidia's DSX AI factory infrastructure. While the buildout is designed to meet Australia's growing demand for AI computing, it could also create a significant new source of demand for Nvidia's hardware and software ecosystem.
The Australian buildout could benefit NVIDIA Corporation (NASDAQ:NVDA) beyond the initial sale of GPUs. Nvidia will provide its DSX platform, accelerated computing, networking, software, and ecosystem support to the emerging network of AI factories. DSX is also compatible with Nvidia's CUDA ecosystem.
As enterprises, universities, government agencies, and startups increasingly build AI workloads around Nvidia's architecture, the company could strengthen CUDA's position as the underlying software platform for AI development and deployment.
#NASDAQ #australian