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lynx_no_fl9x
17 mins. ago
The energy sector in 2026 is experiencing a split-margin scenario that few investors are pricing cleanly. Even though the broader market views the sector as mature and low-growth, refining margins remain significantly higher than their typical mid-cycle range.
Chemicals, on the other hand, are only now recovering from some of their lowest margins in years, with the Chemical Manufacturing Industry posting an EBITDA margin of 16.86% in the year leading up to Q2 2026.
Meanwhile, renewable diesel, which has long been a burden on integrated energy earnings, is moving from below break-even to mid-cycle profitability, thanks to a regulatory reset rather than increased demand. This comes as S&P Global reported that the applicable biomass-based diesel volume requirement has been substantially raised from 5.42 billion gallons in 2025 to 9.07 billion gallons in 2026.
Only a handful of companies sit at the center of all three cycles simultaneously. That's why Phillips 66 (NYSE:PSX) is worth a deeper study. It isn't a pure refiner, a pure chemicals operation, or a pure renewables gamble, but rather a company whose near-term earnings potential depends on three distinct margin recoveries occurring nearly in sync.
The refining rebound is already quantifiable as PSX's realized refining margin increased by 48% to $10.11 per barrel in Q1 2026, from $6.81 the previous year, while crude capacity utilization increased to 95% from 80%. This lifted the refining business from a $937 million adjusted loss in Q1 2025 to a $208 million adjusted profit, bringing overall adjusted EPS to $0.49, above the Wall Street forecast of a $0.40 per share loss.

#sector
ruynla
1 hr. ago
I recently posted a series of videos on my YouTube channel (please jump there and subscribe) about the biggest X-factor players for Clemson's 2026 football season. Kobe McCloud and Amare Adams were the two biggest for the defense. On offense the biggest X-factor was quite obvious — Christopher Vizzina.
Vizzina was a blue-chip recruit out of Alabama who came to Clemson and waited behind Cade Klubnik. Entering his fourth year in the program, he has only attempted 105 collegiate passes. In an era where starting QBs hit the field quickly (e.g., Julian Sayin [OSU], Jaron-Keawe Sagapolutele [Cal]) or gain playing time at a smaller program and transfer in with experience (e.g., Byrum Brown [AU], Anthony Colandrea (UN], Colton Joseph [UW]) it almost feels weird to turn the reigns over to the QB understudy. Reminder – This is actually normal. What everyone else is doing is what's new and different. Here's what Coach Swinney said about it:
"There's a reason why we had confidence in the decision we made. That's because we're there every day. CV has earned the opportunity to go be the starting quarterback at Clemson based on everything we've observed."
Unfortunately, they've observed it, but we have not. After a relatively positive performance in a spot start vs. SMU, Vizzina only attempted 15 more passes the rest of the year. They all came against Furman. That was it! We didn't even get an appearance in a cold and dreary Pinstripe Bowl to spark some confidence in him taking the reins for 2026.
What little we've seen from Vizzina outside of that SMU start has not been pretty. He's mostly struggled in Clemson Spring Games. He also struggled in his brief appearance against Boston College, throwing an interception shortly after Klubnik went down with injury. His late season opportunity against Furman yielded just 3.5 yards per pass attempt. His start vs. SMU likely gives us our best data though, so that's what I dive into in the film session below.

#clemson #factor
qwwfsjnqudijywkq
1 hr. ago
Corning Incorporated (NYSE:GLW) delivered rapid optical growth on July 28, then suffered a share-price decline of more than 20% after its guidance fell short of elevated expectations. Coherent Corp. (NYSE:COHR) also traded sharply lower. Coherent belongs in this story for a specific reason: the two companies monetize different components of the same AI data-center links.
Corning Incorporated (NYSE:GLW) supplies the passive layer, including optical fiber, cable and dense connector systems. Coherent supplies active devices and modules, including lasers, photodiodes and 800G and 1.6T transceivers that convert electrical signals into light and back again. As clusters add accelerators, network builders need both more fiber paths and faster optical endpoints. Corning's order pace can therefore provide a partial read-through on the volume and timing of deployments that create transceiver demand for Coherent Corp. (NYSE:COHR). It cannot establish Coherent's market share, pricing or margins.
Corning reported second-quarter core sales of $4.74 billion, up 17% year over year, and core earnings of $0.78 a share, up 30%. Optical Communications sales increased 32% to $2.07 billion. Within that segment, Enterprise Networks grew 65%, and the company said generative-AI product sales grew significantly faster.
The disappointment came from the next quarter. Corning projected $4.9 billion to $5.0 billion of third-quarter core sales, about 16% year-over-year growth but slightly below Wall Street's expectation, according to Reuters. Optical growth also eased from 36% in the first quarter to 32% in the second. Corning had gained roughly 64% in 2026 through the prior close, leaving little room for even modest deceleration.
Coherent's own latest quarter, ended March 31, argues against treating Corning's guidance as proof of weaker Coherent operations. Revenue rose 21% to $1.81 billion, GAAP gross margin reached 37.7%, and management cited exceptionally strong data-center and communications demand while expanding capacity. Its product roadmap includes 1.6T transceivers, lasers and photodiodes for AI networks. Different customer mixes, active-component content and manufacturing yields can make its results diverge from Corning's.

#corning #optical
zowotigexababaniki87
2 hours ago
Florida State football head coach Mike Norvell is set to discuss the Seminoles' first day of preseason camp, with a press conference expected to start at 11 a.m.
FSU held its first of 18 practices on July 29, with the Seminoles ramping up preparation for kickoff against New Mexico State on Aug. 29.
The Seminoles were picked to finish 11th in the ACC in the conference predicted order of finish poll, the lowest in the program's history. For Norvell to turn that around, he will need a dramatic improvement after a 7-17 record over the last two seasons.
That starts in preseason camp. Follow live updates from Norvell and select players below.
This field will be populated when the press conference begins

#seminoles #preseason #press
nhjNZxaF2
2 hours ago
It's time for the annual post to highlight how the Mountain West Conference compares to the American Athletic Conference in a variety of important categories. Since this yearly post began, the American has had the advantage overall, although the MW narrowed the gap in 2024. Which one was the top Group of 5 conference in 2024? Read below to find out.
The Mountain West and American don't have many opportunities to play each other from season to season, and it's sad that that hasn't changed over the years. In 2024, the conferences played one another four times, with two of those being the CIC Trophy games, Air Force battling Army and Navy. The other two were Boise State opening against South Florida and Colorado State taking on Texas-San Antonio. Last season, all of those games ended in losses for the Mountain West teams, which is extremely disappointing. They have now lost head-to-head matchups to the American two seasons in a row.
The American's top tier enjoyed a successful season and has been seen as a top-heavy conference for years, with this year being no different. Memphis led the way with a 12-2 record (good for a winning percentage of .857). Behind them was Navy at 11-2 (.846), and Tulane at 11-3 (.786). The three-team average ends up being a .829 score for the American. On the other side of things, UNLV was the top Mountain West team with a 10-4 record (.714 winning percentage). Then, New Mexico, San Diego State, Fresno State, and Hawaii all finished with identical 9-4 records (.692). Taking the three-team average, and it comes out to a .699 winning percentage, which is a drop from 2025. Unfortunately for the Mountain West, even a good season and a top-heavy bunch of teams, the conference couldn't measure up to the American, which takes this one once again.
Playing games against Power 4 teams is usually a great measuring stick for any mid-major conference. The Mountain West continues to have a poor showing in this category, but improved in 2025, going 4-12 in 2025. That is an increase of one win from 2024, though they played four fewer games this past season. The wins over Stanford, Cal, and UCLA (twice) represent a 25% winning percentage for the conference.
The American ended up improving as well, going from 1-14 to 6-13, which amounts to a 32% winning percentage. The additional five games against P4 teams should be noted as well. Beating Northwestern, Army, and Oklahoma State last year may not mean much, but wins over Florida, Duke, and Arkansas look impressive to varying degrees. It's nice to see both conferences improve, but the American takes this category back in 2025.

#american #mountain #season #percentage
UobByAa
2 hours ago
Another day of minor league baseball is in the books. See the results below.
Sugar Land got on the board in the third inning putting up 4 runs on a Whitcomb grand slam. In the 4th, the offense would add 5 more runs on a Biggio 2 run single, Ferreras sac fly and Loperfido 2 run home run. Hendrickson got the start and pitched well allowing 2 runs over 5.2 innings with 7 strikeouts. The bullpen was solid tossing 3.1 scoreless innings as they closed out the 9-2 win.
Note: Loperfido is hitting .284 in Triple-A.
Cavan Biggio, RF: 1-for-3, 2 R, 2 RBI, BB
Pascanel Ferreras, SS: 0-for-2, R, RBI

#runs #land
0dig_mostly
3 hours ago
Josh Kerr isn't done chasing history.
Just 11 days after brilliantly breaking Hicham El Guerrouj's world mile record, which had stood for 27 years, he was back on the track to start his Commonwealth Games campaign at Scotstoun.
The mile has returned to the athletics programme here for the first time in six decades, 72 years after both Roger Bannister and John Landy dipped below four minutes at the old Empire Games in a race dubbed the "Miracle Mile".
By contrast, all 13 qualifiers for Saturday's final have broken that fabled barrier. Kerr came through the slower of the two heats with ease, but Australia's Cameron Myers underlined why he's viewed as the sport's next big thing, his time just a little over a second slower than Kerr's new 3:42.66 world best.
"It's going to be a war out there," said Kerr. "This is home ground. This is our track, where we grew up racing and where we learned the sport. It's our crowd as well.

#slower #hicham
wr188eyqevdawl2j
4 hours ago
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#sign
modulesvms
5 hours ago
While the Nasdaq composite slides below its 50-day moving average and the S&P 500 remains below that benchmark, Raymond James Financial (RJF) has popped onto the Investor's Business Daily Breakout Stocks Index. The financial services and ******* et management firm joins nine other companies in the broad banking and financial sectors.
Bank Of America (BAC), Goldman Sachs (GS), U.S. Bancorp (USB), UBS (UBS) and Bank Of New York Mellon (BNY) also made the list. In a sign of where the big Wall Street money is flowing, 10 out of the 25 names on the latest weekly update of the IBD Breakout Stocks Index hail from the banking and financial sectors.
An A+ Accumulation/Distribution Rating clearly shows institutional demand for shares of Raymond James. The score shows heavy buying of the stock by mutual funds and other large players over the last 13 weeks.
After posting single-digit top- and bottom-line growth in 2025, a projected return to double-digit earnings and sales growth this year and next provides one catalyst.
In the second quarter, Raymond James generated a 16% rise in revenue to $3.288 billion. Earnings spiked 44% to $3.14 per share. For the full year, Wall Street forecasts 12% sales growth to $15.7 billion and a 14% jump in earnings to $12.15 a share.

#james #earnings #breakout #stocks
kocuva_n_voten_ki
11 hours ago
Los Angeles Dodgers two-way star Shohei Ohtani has admitted to playing through two injuries as he tries to get back on the mound.
Ohtani battles wear that most players do not contend with, since he hits in the lineup five times a week and makes a weekly start of 85-100 pitches.
Shohei Ohtani is dealing with multiple injuries, per Dave Roberts.

Ohtani is dealing with his left knee problem, which is well documented.

Additionally, he had his bicep issue resurface during his bullpen session on Wednesday.

His next bullpen session is to be determined. pic.twitter.com/rexdyvCNGt
Now at 30, Ohtani is no spring chicken, and he is years into a baseball career that has seen him play at this level since his teenage years.
However, for most of the season, Ohtani looked like he was going to have a historic season, posting an amazing ERA and producing a tick below his best as a hitter, but still at the top of MLB.

#ohtani #angeles
SImPly604
11 hours ago
Your daily dose of Everton news and rumours
Everton fell to Stoke City 1-0 in another lackluster preseason performance. Here's how it happened. [RBM]
Watch the highlights (or lack there-of) below.
Everton will continue to ease Jarrad Branthwaite back into full-time action. [EFC]
Could Liam Delap be the answer to Everton's goalscoring woes? [talkSPORT]

#everton
wohujopurijzeraqsiqe
12 hours ago
Soybeans are trading with 41 to 42 ¼ cent losses across most contracts on Monday. The cmdtyView national average Cash Bean price is 41 1/2 cents lower at $11.72 1/2. Soymeal futures are $11.20 to $11.70 lower, with Soy Oil futures down 250 to 279 points. Crude oil is down $6.63 to add pressure.
The weekly Export Inspections report showed soybean shipments of 348,850 MT (12.82 mbu) in the week of 7/23. That was a 9.3% increase from the week prior but 18.5% below the same week last year. Mexico was the largest destination of 88,217 MT, with 65,154,620 MT shipped to Egypt and 57,290 MT to ****** an. Shipments for the marketing year are now at 38.97 MMT (2.843 bbu) of soybeans, which is 17.5% below the same period last year.
What Do Monday Morning's Markets Bring to Mind?
Everyone Loves November Soybeans Right Now. History Doesn't!
Abundant Supplies Slam Cocoa Prices

#year
na_ka_bawo_gobbi245
13 hours ago
The wheat complex is falling back with the rest of the commodity complex on Monday. Chicago SRW contracts are 15 to 16 cents in the red. KC HRW futures are trading with 14 cent front month losses on the day. MPLS spring wheat is slipping 7 to 8 ¼ cents at midday.
Monday morning's Export Inspections report showed wheat shipments of 394,785 MT (14.51 mbu) in the week of 7/23. That was up 71.82% from the week prior and 36.01% above the same week last year. Bangladesh was the largest destination of 58,341 MT, with 56,444 MT shipped to ****** an and 54,407 MT to Mexico. The marketing year total is now 2.543 MMT (93.4 mbu) of shipments, which is now 23.21% below the same period last year.
What Do Monday Morning's Markets Bring to Mind?
Everyone Loves November Soybeans Right Now. History Doesn't!
Abundant Supplies Slam Cocoa Prices

#wheat #cents #shipments #last
35blink
13 hours ago
Corn futures are trading with contracts down 13 to 15 cents across most front months, pressured by an improving weather forecast and $6.63 losses in the crude oil. The CmdtyView national average Cash Corn price is down 13 ¾ cents at $4.20 1/4.
USDA's FGIS tallied corn export shipments at 1.488 MMT (58.58 mbu) during the week ending on July 23. That was 7.74% below week prior and 2.88% below the same week last year. Mexico was the top destination of 454,201 MT, with 252,204 MT headed to ******* an and 236,112 MT to Colombia. Marketing year exports for 2025/26 are 75.324 MMT (2.965 bbu), which is now 24.81% above the same period last year.
What Do Monday Morning's Markets Bring to Mind?
Everyone Loves November Soybeans Right Now. History Doesn't!
Abundant Supplies Slam Cocoa Prices

#corn
hxespusltgfpenev
13 hours ago
Alphabet (GOOG) (GOOGL) did almost everything investors had hoped for in its latest quarterly report. While the top and bottom line grew impressively, Google Cloud revenue generated an eye-popping annual growth as businesses continued pouring money into AI infrastructure and generative AI solutions. Under normal circumstances, those numbers would have fueled another rally. Instead, the stock headed in the opposite direction.
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.

#sell #driven
rusty
13 hours ago
CHICAGO, ILLINOIS - JULY 23: Paige Bueckers #5 of the Dallas Wings arrives at the Orange Carpet as a part of the 2026 AT&T WNBA All-Star Weekend at McCormick Place on July 23, 2026 in Chicago, Illinois. NOTE TO USER: User expressly acknowledges and agrees that, by downloading and or using this photograph, User is consenting to the terms and conditions of the Getty Images License Agreement. (Photo by Geoff Stellfox/Getty Images)
The beauty of a five-month-long basketball season is that it leaves room for pauses – a mid-season exhale, even. For the WNBA, it arrives in the form of All-Star Weekend. It's a moment when the league's best fans come together to vote on who and what they want to see, creating a weekend built around the All-Star Game, the 3-Point Contest, and a series of, what's supposed to be, lighthearted challenges. Unless you caught any part of the Stud Budz livestream, then it was more like a weekend-bender partying with a little side of hoops.
Although the weekend is centered around basketball and partying, the main event has quietly become fashion. Players have shown up ready to make statements, debut new looks, new partnerships with stylists and, yes, occasionally hard-launch new relationships along the way. This year, more than ever, it felt like stylists were part of the equation, helping players hone in and polish their sense of style. The influence and emblem of basketball was everywhere, whether through stitched motifs, graphic details, or the written across letterman jackets, cargo pants, and t-shirts.
Custom pieces were also trending this red-carpet, with more masculine, blinged-out, and colorful suits were the center of the carpet. Along with this, we saw sleek monochromatic moments. Ombré became one of the defining looks of the weekend, especially as the All-Star Game warm-up uniforms echoed the same gradient effect. From the orange carpet to the after-parties, everyone embraced the chance to have a little fun—and we rounded up the best fits from the weekend below.
CHICAGO, ILLINOIS - JULY 23: Flau'jae Johnson #4 of the Seattle Storm arrives at the Orange Carpet as a part of the 2026 AT&T WNBA All-Star Weekend at McCormick Place on July 23, 2026 in Chicago, Illinois. NOTE TO USER: User expressly acknowledges and agrees that, by downloading and or using this photograph, User is consenting to the terms and conditions of the Getty Images License Agreement. (Photo by Geoff Stellfox/Getty Images)

#user #star #july
94calm
13 hours ago
July 27, 2026, 12:07 pm EDT
Arax Advisory Partners is continuing its
acquisition streak
. Last week, the New York-based company said it agreed to buy Transcend Capital Advisors, a registered investment advisor with more than $3 billion in **** ets under management as of June 30. The deal is expected to close in the third quarter. Transcend will be the seventh firm to join Arax in 2026, which didn’t disclose terms of the transaction.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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#wealth
bounce
13 hours ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Oil markets won't be able to absorb another blow to supplies if conflict with Iran resumes in the near future, according to the International Monetary Fund (IMF).
In a recent blog post, the IMF said markets had depleted a trio of "shock absorbers" that kept crude prices from skyrocketing to record-setting levels (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold

#finance #Iran #international #fund
NVVgefq2
13 hours ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Getting rejected from jobs is frustrating. Getting rejected over and over again while being told it's your own fault can make it even worse.
That's the situation one Gen Z job seeker found themselves in after a heated argument with their father about today's hiring market. Despite months of searching, earning a forklift license and trying to move into technical roles, opportunities kept slipping away, the young worker said in a recent Reddit post.
"It must be YOU who is doing something wrong," they recalled their father telling them after a layoff. "I genuinely exploded because I spent months looking for any job."
Don't Miss:

#don 't
tinyrv
14 hours ago
Brandes Investment Partners, an ***** et management company, released its second-quarter 2026 investor letter for its "Brandes Small Cap Value Fund". A copy of the letter is available to download here. In Q2 2026, the Fund underperformed the Russell 2000 Index's 21.49% gain and the Russell 2000 Value Index's 17.19% rise. However, year-to-date, the fund (Class I Shares) increased by 23.17%, surpassing the 22.57% and 22.99% returns of the indexes, respectively. The second quarter's performance was mainly driven by holdings in the industrial sector, particularly aerospace and defense, as well as energy. Its underperformance was due to holdings and an underweight position in the information technology sector. The Firm remains optimistic about value stocks, citing their attractive valuations and strong free cash flow generation. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)

#company #investor #letter
socket106
14 hours ago
Realty Income (O) has paid 670 consecutive monthly dividends at a 4.76% yield, and EPR Properties (EPR) yields 5.91% with shares up 29% this year.
All five monthly payers yield above the 4.55% 10-year Treasury, carry covered payouts, and raised their distributions within the past 12 months.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Realty Income didn't make the cut. Grab the names FREE today.
For retirees who prefer their paychecks to arrive every 30 days instead of every 90, a small corner of the market delivers just that. With the 10-year Treasury yielding 4.55% as of mid-July, income investors are demanding a real premium from equity risk. The five monthly dividend payers below all clear that bar, and each combines a well-covered payout with a documented multi-year track record of monthly checks. This is a lineup built for cash flow that shows up like clockwork.
Realty Income wears the ticker "O" and the nickname "The Monthly Dividend Company" for a reason. Realty Income (NYSE:O) currently yields 4.76%, backed by a monthly cadence that has now stretched to 670 consecutive monthly dividends declared and 114 consecutive quarterly increases. The most recent monthly payout ticked up to $0.271, with the next payment set for August 14, 2026.

#income #realty
madlyboltwildly6341
14 hours ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Kevin O'Leary has a dollar figure for you, and it comes with a deadline.
"By the time you hit 33 years old, you should have $100,000 saved somewhere," the Shark Tank investor and personal finance commentator said in a recent video shared on X. "Make that your goal (1)."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold

#Gold #finance #shark
finchkerne013
14 hours ago
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a 'value trap'. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins to 15-17%, nearly doubling its previous 8.2-8.4% prediction, citing a better customer and product mix.
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.

#micro #smci #billion #company
hardly_rocket_buffer
15 hours ago
Caeleb Dressel is back.
The nine-time Olympic gold medalist went out first and held off a stacked field to win the men's 100 freestyle in 47.70 on night one of U.S. Nationals. This marks his fastest swim since the 2024 Olympic Trials in a statement effort that the former Olympic champion in this event is trending toward his old form. It capped a big day for Dressel, who had already served notice with a sub-48 prelims swim earlier in the day.
Four men broke 48 seconds in the final, a level of depth that can energize fans of Team USA. Brooks Curry took second in 47.81, Patrick Sammon was third in 47.87, and Virginia's Maximus Williamson, fresh off his impressive freshman year, grabbed to fourth in 47.93. Perhaps most notably, American Record holder Jack Alexy was seventh, a sign he's saving his best for the Pan Pacific Championships in August. Jerry Fox, Grant House and Henry McFadden rounded out the field.
The other headline swim of the night came in the women's 100 freestyle, where Virginia's Anna Moesch broke her own American Record in 51.88.
full recap below, along with a photo-finish women's 200 fly and a wire-to-wire win from World Champion Luca Urlando in the men's 200 fly.

#broke
grumpy_hack_par1ly4
19 hours ago
The octagon will touch down in Serbia for the first time in history on Saturday with UFC Fight Night 283 in Belgrade (Paramount+).
Headlining the event at Belgrade Arena will be Serbian-born welterweight contender Uros Medic (13-3 MMA, 7-3 UFC), who gets his first main event on home soil after scoring three consecutive first-round knockouts. Looking to end that streak and play spoiler will be Daniel Rodriguez (20-5 MMA, 10-4 UFC), who looks to complete a unique comeback story of his own.
For more on the numbers behind the card, check below for MMA Junkie's UFC Fight Night 283 pre-event facts.
Medic is 5-2 since he moved up to the welterweight division in July 2023.
Medic's average fight time of 3:59 in UFC welterweight competition is second shortest in divisional history behind Frank Trigg (3:55).

#history
SImPly604
20 hours ago
Welcome to SB Nation Reacts, a survey of fans across the NFL. Throughout the year we ask questions of the most plugged-in Seahawks fans and fans across the country. Sign up here to participate in the weekly emailed surveys.
The Seattle Seahawks don't have a starting quarterback debate right now. What a relief to finally say that after enduring "Geno Smith vs. Drew Lock and "Can Sam Howell be the guy?" in those first three post-Russell Wilson seasons. This is Sam Darnold's team until further notice.
But this week's Seahawks Reacts survey question and poll is all about second-year quarterback Jalen Milroe, whose rookie season intrigue fizzled out by Week 5 after an ill-fated option play led to a turnover. The former Alabama star was restricted to third-team offense throughout training camp and preseason, slotting in as the third-string quarterback behind Darnold and Drew Lock.
Sam Darnold's continued success lessens the quarterback worries for now, but it's still fair to wonder how Milroe's development will come along. Is he somehow going to make enough strides to be QB2 over veteran Drew Lock and his expiring contract? Or will he once again be QB3 and subject to some healthy scratches? Could he be QB3 but still feature in the offense more often? Worst case scenario (for him): Is his Seahawks tenure already in jeopardy?
Vote in the poll below! What lies ahead for Milroe entering Week 1? Note that "starting QB" is not an option because we live in the real world and it would take extraordinary circumstances for him to earn the starting spot this year.

#lock #fans #year #milroe
2fix
21 hours ago
The fake audio used by Internacional's legal department in the defense of center-back Victor Gabriel ended up carrying decisive weight in the punishment handed down by the STJD.
This was the content that "blew up" on social media (see below).
The voting was already underway when auditor Aline Jatahy questioned the authenticity of the material released by Inter.
Messages were already circulating on social media about the likelihood that the content was not genuine, since it came from a parody page called "O VAR Brasileiro."
That information reached the members of the STJD's Sixth Disciplinary Commission. And the situation changed, as reported by Uol.

#Media #victor #gabriel #aline
nearly47212
21 hours ago
Brooks Koepka will not be playing in Detroit after all.
The PGA Tour announced on Tuesday, July 28, the five-time major champion has withdrawn from the 2026 Rocket Classic after committing to the tournament on July 13.
Ben Silverman will take his place in the 147-player field that is now finalized (see full field and tee times below).
Koepka has had a unique schedule this year for a player as accomplished as himself. He had to earn his status back on the PGA Tour after leaving for the start-up rival LIV Golf from 2022-25.
Part of that has included stops at tournaments he has not typically played in to try and earn FedEx Cup points, such as playing the final Rocket Classic in Detroit, where he had never played before.

#field #earn
e6w9qs1u
21 hours ago
The Boston Celtics have some big questions to answer next season. Which of them are the biggest in need of a resolution by the end of the 2026-27 NBA regular season? Several key questions heading into the coming campaign loom large for Boston President of Basketball Operations Brad Stevens and the rest of the front office.
Is Neemias Queta ready to start for the Celtics? Is Mitchell Robinson going to stay healthy enough if Queta is not the starter? What can Boston get out of vet guard Mike Conley? Will rookies Chris Cenac Jr. and Dillon Mitchell be ready enough to play? Will the trio of wings Baylor Scheierman, Jordan Walsh, and Hugo Gonzalez take a real step forward to help make up for Jaylen Brown's exit? And will Paul George be healthy most of the season?
The hosts of the "Celtics Beat" podcast, Adam Kaufman and Evan Valenti, took some time to talk with Celtics ***** yst Dan Greenberg on a recent episode of their show about all of the above. Check it out below!
Listen to "Havlicek Stole the Pod" on:
Blue Wire: https://tiny.ee/CdKp

#queta
cable8aven
21 hours ago
What does the Boston Celtics decision to extend reserve forward Jordan Walsh signal about their plans for the future? The Celtics elected to pick up the $2.4 million unguaranteed season left on the Arkansas alum's rookie contact for their looming 2026-27 campaign – and then extended for three more seasons on a potentially team-friendly deal.
The $15 million extension will pay Walsh $4.6 million for the 2027-28 NBA season, $5 million flat for 2028-29, and $5.3 million in the final year of the extension for the 2029-30 Celtics campaign. But this deal could hint at the Dallas, Texas native finishing this contract with a new ball club, and the folks behind the "Boston Celtics on MassLive" YouTube channel put together a clip to break down why this might be the case.
Take a look at the clip embedded below to hear what hosts Brian Robb and Souchi Terada had to say about all of the above.
Listen to "Havlicek Stole the Pod" on:
Blue Wire: https://tiny.ee/CdKp

#million #campaign

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