The first full week of trading in September didn't give Zscaler (NASDAQ: ZS) investors much to celebrate. During the shortened trading week that followed Labor Day, Zscaler dropped about 3%. This week, however, is a very different story, thanks to a firm providing an auspicious outlook for the cybersecurity stock.
According to data provided by S&P Global Market Intelligence, Zscaler shares were up 20.7% from the end of trading last Friday through 3:37 p.m. today.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Maintaining its outperform rating, Bernstein hiked its price target on Zscaler stock to $298 from $224 on Thursday morning. Based on Zscaler's closing price of $191.58 on Wednesday, the Bernstein price target implies 56% upside.
According to Thefly.com, Bernstein based its improved outlook on the belief that there's growing positive market sentiment toward cybersecurity stocks. In addition, Bernstein notes that cybersecurity stocks it had previously identified as "too cheap" are now reasonable valued, yet Zscaler is one option that still provides material upside.

#week

GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as "wired to win" and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company's utility exposure extends beyond AI power demand alone. That diversification is a real consideration, but it does not directly address the concern raised by GLJ Research. The firm's Sell rating is not based on doubts about AI-driven power demand. Instead, GLJ Research argues that GE Vernova is still a fundamentally cyclical gas-turbine manufacturer, while its current valuation reflects an **** umption that the ongoing boom can remain permanent.
GE Vernova shares stabilized after an 8.5% decline triggered by GLJ Research's new Sell rating and broader concerns that a slowdown in AI spending could weigh on the company's order book. Bernstein **** yst Sunaina Ocalan directly challenged the view that GE Vernova's outlook depends mainly on AI infrastructure spending:
While data center orders were $5 billion in H1 2026, or about 38% of electrification orders, the remaining 62% was utility-driven. Utility spend should continue to grow, supported by grid reliability and resilience investments. A slowdown in data center demand may alleviate generation bottlenecks but would do little to address existing grid constraints.
Bernstein continues to rate the stock a Buy with a $1,298 price target, while nearly 80% of **** ysts covering GE Vernova also have a Buy rating. In a separate development, the company announced a wind turbine supply agreement with Eurus Energy Holdings in **** an.
GLJ Research's Gordon Johnson argued that GE Vernova's turbines being sold out does not justify the stock trading at roughly 38.9x forward EV/EBITDA at the time the report was released. Johnson described the company as "a cyclical gas turbine manufacturer priced as a secular compounder," highlighting the premium valuation placed on a fundamentally cyclical business. His model estimates 2027 EBITDA at $7.42 billion, which is 22% below Wall Street consensus. The lower forecast is partly based on the timing of turbine orders, as equipment scheduled for 2027 delivery was ordered in 2024, before the company introduced its more recent price increase.

#bernstein #turbine #Stock #data

Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents a genuine structural argument. However, it marks the second time this year that the same group of stocks has faced concerns over the sustainability of AI demand. There is also an important tension within Bernstein's own note, which highlights CoreWeave's exposure while acknowledging that most of its backlog remains shielded by contracts.
Bernstein cautioned that a slowdown in AI training could weigh on data center developers. The warning followed Amodei's weekend comments urging the industry to deliberately slow the pace of frontier AI capability gains, along with similar remarks from Sam Altman. According to ****** yst Madison Rezaei, slower training activity would likely reduce demand for rural data center sites designed for latency-insensitive workloads. The ****** yst pointed out that rural and Tier 3 markets account for 70% of the industry's 488GW pipeline. CoreWeave was identified as the most exposed name in the firm's coverage. ****** yst Madison Rezaei remarked:
We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets.
However, there is a key counterpoint within Bernstein's own note:
The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there but could see a pullback in demand for the contracted-not-yet-sold rural power if training development slows.

#training #analyst

GE Vernova Inc (NYSE:GEV) rebounded with Bernstein's backing after an earlier sell-off that followed broader concerns about technology infrastructure spending.
Shares were up 6% at $933.94 during afternoon trading on Wednesday, outpacing the utilities sector's reported 1.24% advance.
GE Vernova also ranked among the three leading stocks by turnover in the utilities sector as its shares recovered from prior-session declines.
Bernstein reaffirmed its "outperform" rating, highlighting electrification demand beyond immediate artificial intelligence data center needs.
The brokerage said utility-driven power grid upgrades, energy security and decarbonization initiatives accounted for the majority of electrification orders.

#backing

CoreWeave (CRWV), purely from the perspective of revenue growth, still looks attractive. However, CRWV stock is telling a different story. In the past 52 weeks, the stock has corrected by 29%.
Amidst this weak performance, Bernstein issued a warning. That "slowdown in the training of artificial intelligence models could negatively affect data center developers and neoclouds." Further, CoreWeave is one of the "most exposed" to this risk.
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#bernstein #billionaire #charlie

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.

Top 5 Upgrades:
Wells Fargo upgraded Ulta Beauty (ULTA) to Equal Weight from Underweight with a price target of $525, up from $450, after meeting with management. The firm says the company is navigating industry headwinds better than expected.
Oppenheimer upgraded Etsy (ETSY) to Outperform from Perform with a $90 price target. The firm cites the company's AI search benefits, product improvements, and app engagement for the upgrade.
Berenberg upgraded Eli Lilly (LLY) to Buy from Hold with a price target of $1,400, up from $1,220. The firm says its 2026 return on investment **** ysis confirms Eli Lilly's "strong track record of delivering best-in-class returns on investment."
Bernstein upgraded Agilon Health (AGL) to Outperform from Market Perform with a price target of $125, up from $86. The company is undergoing a turnaround focused on risk-taking discipline and incremental medical cost improvements, the firm tells investors in a research note.

#firm #outperform #perform

Dire warnings on AI from the CEOs of Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) could weigh especially heavily on the business of CoreWeave if the tech is reined in.
"The most exposed name in our coverage is CoreWeave," Bernstein ******* yst Madison Rezaei wrote in a note on Monday. "We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets. The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there, but could see a pullback in demand for the contracted, not-yet-sold rural power if training development slows."
CoreWeave shares fell nearly 7% in premarket trading, one of the worst slides in the AI stock patch on the fresh CEO warnings.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.
"Over the last few months, I have become convinced that fully addressing the risks requires even more prudence — not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up," Amodei stated in a 3,800-word essay on Saturday. "We must slow the pace at which we improve the capabilities of A.I. models. Progress will still seem fast, and we must make wise use of the time we gain."

#power #anth #openai #warnings

Harold Bernstein, President of Research and Development and Chief Medical Officer at Maze Therapeutics, Inc. (NASDAQ:MAZE), sold 9,705 shares of common stock on September 4, 2026, according to an SEC Form 4 filing.
Metric
Value
Transaction value
~$255,000

#value #president #Research #medical

Chanel shoppers are known to be a discerning bunch, but artist Tom Sachs has created an unauthorized replica of the luxury house's sought-after Paris boutique in lower Manhattan.

Located in Sachs' studio at 245 Centre Street, the phony Chanel store has a sign with 31 Rue Cambon on its front door, and a black Chanel-esque ensemble in one street-front window and a red one in the other. During a pass-by Monday night, the studio's security grates were down and a sign on the front door read, "NOTICE BY ENTERING YOU ARE TO BE RECORDED."

Media requests to Sachs were unreturned.

Although Sachs' outpost has a sign with what looks like a handwritten version of Chanel's proprietary interlocked "CC" monogram, the designer label has not been involved in the project in any way. A Chanel spokesperson said Thursday, "Chanel is not involved in this project, and we did not participate in its conception or development. This is not part of the cultural [programs] that Chanel supports around the world and has no affiliation with Chanel."

Scheduled to open Friday and to run through Oct. 10, Sachs' store will have highly limited access — with hours set for 6 p.m. to 8 p.m. on Thursdays and Fridays, and 1 p.m. to 6 p.m. on Saturdays. The artist's body of work includes jabs at consumerism, materialism, logomania and high-low dressing. His Centre Street studio's new faux Chanel outpost is prismatic in a few ways, including the fact that his ****** e is a short walk to Canal Street where counterfeit goods are sold in abundance.

Sachs' faux boutique coincides with the $20 billion Chanel's accelerating growth and shoppers' fervor for fashion artistic director Matthieu Blazy's designs. Chanel hauls have gone viral, thanks to influencers like Elle Ferguson, who posted in March about traveling 30 hours to get the other Chanel bag of the season — the maxi flap bag in shearling. (She already had scored the mini rectangular bag in gold.) TikTokers like Mikayla Nogueira are sharing their much-coveted loot too with followers.

Asked about the potential impact of Sachs' project on Chanel, Luca Solca, global luxury goods ****** yst at Bernstein, said Thursday, "Imitation is the best form of flattery. This seems to confirm how powerful Chanel has grown into our collective perception."

The New York-based Sachs focuses on recreating modern icons with everyday objects like plywood, including Le Corbusier's 1952 Unite d'Habitation with foam core and a glue gun or variations of NASA's ****** ecraft like the Lunar Module. His unyielding tongue-in-cheek career narrative touches on craftsmanship, luxury and nihilism.
In 1998, his notoriety or fame rose with the creation of a Chanel-type guillotine. Along with Chanel, Sachs has also taken aim at Hermès with his art projects including his 2006 Tiffany Value Meal — a riff on McDonalds' "Happy Meal" in Tiffany & Co's signature blue with what appeared to be the company's logo. The New Yorker also dreamed up a Prada toilet and a

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)'s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later this year, Nvidia senior director Dion Harris told reporters.
The rack marks the commercialization of technology from Nvidia's $20 billion purchase of Groq's ***** ets in December, its largest deal on record. Each liquid-cooled rack packages 256 Groq chips. Nvidia said the rack can deliver 3,400 tokens per second, noting a benchmark from Artificial ***** ysis. Groq's chips are manufactured by Samsung, unlike Nvidia's own GPUs, which are made by Taiwan Semiconductor Manufacturing Co.
The $20 billion Groq deal represents a manageable financial risk for NVIDIA Corporation (NASDAQ:NVDA) relative to the strategic capabilities it could add to the company. Bernstein ***** yst Stacy Rasgon told CNBC that Nvidia is financially strong enough to absorb a deal of this size with little impact on its overall position. That gives Nvidia the flexibility to make large strategic investments while expanding into new AI chip technologies without materially straining its balance sheet.
Groq's technology extends Nvidia's dominance across the full AI compute stack rather than creating a rival product line. LPX handles low-latency inference while Nvidia's GPUs continue handling training and large-context processing. The rack can pair with Vera Rubin chips without customers changing their CUDA workflows, deepening the software lock-in that has made Nvidia hard to displace.
Execution has been fast, which matters in a market moving this quickly. Nvidia went from announcing the Groq purchase in December to full production and a named customer, Nebius, in eight months. It is a pace that shows Nvidia can absorb acquired technology and ship it rather than let it stall in integration.

#rack

The NFL had an offseason in which there was a record-tying 10 head coaching changes.
Next offseason might not see that many changes, but there will be some. NFL teams have become increasingly impatient and quick to change head coaches. There's even a notion that Green Bay Packers coach Matt LaFleur, who has won 65.4% of his games and has just one losing season out of seven, could be on the hot seat if the Packers don't do well enough this season. Whether that comes to pass, it shows how tough of a profession it can be.
Here are the coaches on the hottest seats heading into the season:
Glenn was a candidate to be one and done after a very disheartening 3-14 season. Glenn stayed, but he replaced 12 of the 22 **** istants from last year's staff. That type of turnover is a clear indication that the head coach needs to show improvement the following season. If the Jets are as uncompetitive as they were in Glenn's first season, it seems likely that a change would be made. And the Jets have plenty of roster holes heading into the season.
Jets head coach Aaron Glenn went 3-14 in his first season leading the team. (Photo by Evan Bernstein/Getty Images)

#Jets #coach #packers #offseason

On Aug. 30, Elon Musk tweeted that ***** eX (SPCX) will start casting its own gas turbine blades and vanes at a foundry in Texas. And when the richest man in the world makes a statement, the world takes notice. The market worried about the impact this could have on Howmet Aerospace (HWM), and its stock fell roughly 8% in a single trading session. The blades Musk wrote about sit in the hottest part of a turbine, and they are one of the main bottlenecks slowing down new power plants. Musk said building them in-house could bring turbines online up to 18 months sooner, feeding the power needs of ***** eX's AI data centers. Investors heard "new competitor" and sold. In my opinion, that may have been an overreaction.
The only reason ***** eX has to build its own foundry is that Howmet and the firms like it are sold out. Just four companies in the world cast these blades at scale, and together they control around 70% to 80% of the market. So several ***** ysts read the news as a sign of strength. Bernstein, which had lifted its price target to $328 just days earlier, called the selloff a buying opportunity. Citi and Jefferies pushed back too.
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Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#deal

Meta is closing on Google in advertising. But Wall Street is still backing Alphabet stock.
In Q2, Meta made $59.36 billion from ads, up 27%, its filing shows. Alphabet made $63.27 billion from "Google Search & other," up 17%. The gap is $3.9 billion. It was almost double last year.
"Meta arguably has seen the largest impact from AI on ad growth and is on track to surpass Google Search this year," Bernstein ***** yst Mark Shmulik wrote.
His firm says Meta took nearly half of every new digital ad dollar in the quarter. AI is sharpening recommendations and targeting: Meta served 14% more ads and charged 12% more for each. Google and Amazon are benefiting too.
Note: Meta is competing on the Google Search and Other segment. Total Google advertising revenue was $81.63 billion.

#search #alphabet #wall #street

UBS
UBS
+1.40%
has recruited an eight-person Los Angeles wealth management team that oversaw more than $1.4 billion with Bernstein Private Wealth Management, a unit of AllianceBernstein
AB
-0.11%
. UBS also announced two new leadership moves in its wealth management operations in the Southern U.S.
UBS
+1.40%
AB

#bernstein #alliancebernstein #person

Bernstein expects Bitcoin (COIN:BTCUSD) to reach $300,000 by the end of 2029, with ***** yst Gautam Chhugani identifying the cryptocurrency as a major potential beneficiary of what he describes as the debasement trade.
The forecast ***** umes Bitcoin continues to broadly follow its historical four-year market cycle, with Bernstein also expecting the cryptocurrency to recover to a new record high of $150,000 by the middle of 2027.
"Following our price-to-marginal cost framework, we would expect the next market peak to be $300K by CY2029E and the market recovering to new all-time high of $150,000 by mid-2027E," Chhugani wrote in a note to clients.
Bernstein's longer-term Bitcoin outlook is partly based on its view that the four-decade period of declining interest rates has come to an end.
Governments are consequently facing higher debt-servicing costs at a time when sovereign debt levels have reached unprecedented levels, creating additional pressure on public finances.

#debt #levels

The broader retail industry is moving beyond physical stores, with channels including e-Commerce, digital advertising, memberships, and convenience-led fulfillment tagged as critical growth drivers. Furthermore, scale and pricing are important, and consumers continue to emphasize value. Such trends are supporting Walmart Inc. (NASDAQ:WMT).
The company has been benefiting from businesses that are beyond its traditional physical-store retail operations. Its Q2 revenue saw an increase of 5.9% to reach $187.9 billion, with global e-Commerce sales increasing by 23% and advertising revenue jumping by 38%. Membership revenue also rose 17%. This gives the company several higher-growth businesses alongside its core stores.
Investors gave more weight to its profitability. The company's adjusted operating income went up by 17.4% in constant currency, and its gross margin expanded 96 bps. Walmart Inc. (NASDAQ:WMT) reported $19.7 billion in operating cash flow. However, its FCF fell to $5.5 billion.
On the positive side, the company increased its FY 2027 outlook to 4%-5% sales growth and 7%-8.5% adjusted operating income growth. This means that earnings might continue to grow faster than its revenue.
Bernstein ***** yst Zhihan Ma kept a "Buy" rating on Walmart Inc. (NASDAQ:WMT)'s stock and a price objective of $142. As per the ***** yst, the quarter ended at the high end of guidance. The ***** yst opines that softer US comparable sales were mainly aided by pharmacy-related factors rather than deterioration in the company's core business. Also, the ***** yst anticipates the combined Q2-Q3 period to result in approximately mid-single-digit sales growth and around 10% EBIT growth.

#walmart #sales #analyst

BitGo Holdings (NYSE: $BTGO) has acquired NYDIG's institutional trading business, adding derivatives, financing and structured products to a platform already built around custody, settlement and digital ****** et infrastructure.
The transaction brings about 30 NYDIG employees to BitGo along with roughly 250 institutional client relationships, according to Reuters.
NYDIG's trading unit serves ****** et managers, hedge funds, corporates, family offices and other sophisticated investors across financing, derivatives and capital markets products. Folding that business into BitGo gives the crypto custodian a wider institutional offering that can connect trading and risk management with its regulated custody and settlement stack.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027

#institutional #products #custody #settlement

Bernstein ****** yst Gautam Chhugani has issued a bullish call on Bitcoin (BTC) amid institutional demand for the cryptocurrency and currency debasement.
Chhugani said he expects Bitcoin's price to reach approximately $125,000 by the end of 2026 under both base and bull cases.
Related: Coinbase CEO weighs leaving California over wealth tax
In a base case, he expects Bitcoin to hit a new all-time high (ATH) of $150,000 by mid-2027 and then reach around $300,000 in 2029.
The ****** yst thinks Bitcoin will continue its historical four-year cycle, but soaring national debt ($40 trillion currently) and dollar debasement could even spark a Bitcoin rally to $200,000 by mid-2027 and $500,000 in 2029 in a bull case.

#chhugani #expects #reach

With the returning rally in the price of bitcoin (BTC-USD), comes the return of big calls on bitcoin by the Wall Street bulls.
Bernstein ***** yst Gautum Chhugani thinks bitcoin will notch several important price milestones over the next few years.
"In our base case, we expect bitcoin to reach new all-time high of $150K by mid-2027 and $300K by 2029 end. However, given the macro regime shift, if institutional capital actively chases bitcoin, we could see an accelerated timeline, with bitcoin potentially peaking at $500K in 2029 and rapid recovery to new all-time highs of ~$200K by mid-2027. We maintain our bitcoin price forecast of ~$1 M million by 2033 end across the base and bull case," Chhugani said in a note on Wednesday.
Bitcoin is having a price gusher to close out August.
The price of bitcoin broke through $80,000 early Tuesday for the first time in 15 weeks. In the last 10 days, bitcoin is up 25%.

#Bitcoin #price #wall #bernstein

Ripple is expanding its institutional trading business into U.S. equities, launching a Delta One service that brings stock, index and digital ******* et derivatives onto the same prime brokerage platform.
Ripple Prime said the business is live and will let clients execute total return swaps tied to U.S. listed equities, indices and digital ******* ets. The structure gives hedge funds, ******* et managers and other financial firms economic exposure to those markets without requiring direct ownership of the underlying securities.
The offering extends Ripple Prime beyond its existing foreign exchange, fixed income, derivatives and digital ******* et services. Clients can use a single counterparty relationship while cross-margining exposures across supported ******* et classes around the clock, bringing traditional market products closer to the 24/7 infrastructure already common in crypto.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027

#business #derivatives

Alpha Modus Holdings Inc. (NASDAQ: $AMOD) shares fell sharply Thursday after the Nasdaq-listed AI company advanced a transaction that would add 3,170 Bitcoin (CRYPTO: $BTC) to its balance sheet, creating a crypto position worth more than $200 million at the company's stated valuation.
AMOD dropped about 29% to $2.72 in morning trading, giving the company an intraday market capitalization of roughly $18.9 million. The reaction put the scale of the proposed Bitcoin position in focus, with the ******* ets being added worth more than ten times the company's equity value at the time.
Alpha Modus said the transaction values Bitcoin at $71,000 per token. Under an agreement signed Aug. 26 with non-U.S. investors, the company would issue roughly 51.6 million Class A shares and warrants covering another 51.6 million shares in exchange for the 3,170 BTC.
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Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027

#Bitcoin #shares #company #modus

Charles Schwab (NYSE: $SCHW) plans to expand its crypto offering with three additional tokens, giving clients access to Solana (CRYPTO: $SOL), Avalanche (CRYPTO: $AVAX) and Chainlink (CRYPTO: $LINK) in the coming months.
The new ****** ets will join Bitcoin (CRYPTO: $BTC) and Ethereum (CRYPTO: $ETH), which are already available through Schwab Crypto, the brokerage's digital ****** et trading platform. Schwab began rolling out the service to clients in May 2026 as part of its push into direct cryptocurrency trading.
In a Thursday announcement, the company said the decision to add SOL, AVAX and LINK comes amid client demand for established digital ****** ets. It also plans to add more cryptocurrencies and other digital ****** ets to the platform over time.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027

#assets #clients #trading

Genius Group (NYSE: $GNS), an education technology company based in Singapore, plans to raise capital to expand its AI and Bitcoin (CRYPTO: $BTC) treasuries.
The company said Thursday it is considering issuing perpetual preferred securities as part of a broader $1.2 billion capital plan. Genius Group has set a target of $800 million for its AI Treasury and $827 million for its Bitcoin Treasury, with a longer-term goal of reaching $2 billion in total **** ets by 2031.
The company plans to initially raise $12.5 million through the proposed preferred securities offering. The securities are expected to be non-convertible and carry a variable dividend paid monthly. Genius Group said proceeds would be divided between its AI investments, Bitcoin holdings, and a U.S. dollar reserve intended to cover about 18 months of preferred dividends.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027

#genius #million #plans #raise

HIGH SCHOOL FLAG FOOTBALL
TUESDAY'S RESULTS
Southern Section
Agoura 28, Oak Park 6
Anaheim 32, El Dorado 6
Arlington 28, Nuview Bridge 0
Ayala 12, Shadow Hills 0
Burbank Burroughs 6, Hart 0
California Military Institute 45, Lakeside 13
Canyon Springs 14, Vista del Lago 0
Cerritos Valley Christian 20, Bellflower 0
Chino Hills 6, Capistrano Valley 0
Colony 13, Garey 7
Colton 24, Carter 0
Dos Pueblos 21, Westlake 19
El Segundo 7, Peninsula 6
Elsinore 26, San Jacinto 0
Golden Valley 8, Lancaster 6
Heritage 19, Orange Vista 6
Mater Dei 38, Esperanza 0
Mission Viejo 12, Crean Lutheran 6
Monrovia 44, Arroyo 0
Lakewood St. Joseph 26, Redondo Union 12
Oaks Christian 13, Oxnard Pacifica 7
Ontario Christian 12, Newport Beach Pacifica Christian 7
Orange Lutheran 24, Downey 19
Oxnard 47, Highland 20
Ramona 34, San Jacinto Valley Academy 0
Rancho Verde 32, Perris 0
Redlands East Valley 34, Eastvale Roosevelt 0
Rialto 31, Jurupa Hills 0
Rim of the World 35, Bloomington 18
Sage Hill 26, Corona 2
San Bernardino 64, Rubidoux 0
San Clemente 27, Northwood 6
Santa Barbara 33, Rio Mesa 7
Santa Fe 15, San Gabriel 0
Santa Margarita 13, Aliso Niguel 7
Santa Paula 52, Del Sol 0
Sierra Canyon 53, Alemany 0
South Torrance 47, West Torrance 0
St. Lucy's 21, Chaffey 6
Sunny Hills 40, Moreno Valley 20
Temecula Prep 26, Xavier Prep 0
Temescal Canyon 40, Tahquitz 6
Troy 14, Los Osos 13
Upland 13, Cajon 12
Western Christian 25, La Serna 18
Whittier 19, Alhambra 0
Intersectional
Mira Costa 38, San Pedro 6
MONDAY'S RESULTS
City Section
Foshay 39, Bernstein 6
Foshay 45, Hawkins 6
Fremont 38, Diego Rivera 0
Hawkins 46, Bernstein 6
Sotomayor 18, Huntington Park 6
South East 13, Elizabeth 6

#hills #santa #section

Jason Goff has a new digital media home.
According to Chicago Sun-Times reporter Jeff Agrest, Goff will launch a podcast next Monday with 312 Sports, the Chicago platform anchored by Dan Bernstein and home to his shows Dan Bernstein Unfiltered and the Bears podcast Forward Progress.
The network also carries Organizations Win Championships and From the 50, rounding out a lineup built around local, opinion-heavy Chicago sports talk that will soon include Goff. What form his contribution takes with the Hubbard Radio-owned brand remains to be seen, given that Spotify likely retains ownership of his most recent podcast, The Full Go's IP and feed archive.
The Full Go Podcast launched in September 2021 and, over the next four-plus years, grew into one of The Ringer's most distinct voices on the NBA and sports culture at large. Goff hosted mostly solo, holding court on basketball, pop culture, and whatever else happened to be on his mind that day, building a show with its own identity rather than chasing the format of The Ringer's flagship NBA coverage or Bill Simmons' own feed.
That run ended after more than 600 episodes, Goff announced back in March.

#goff #bernstein #next

The rally in Circle (CRCL) stock could just be starting.
The call: With bitcoin (BTC-USD) prices coming back to life as the Treasury injects liquidity into the bond market, Circle shares have been rocking. The stock is up 23% in the past five days and trading at its highest level since mid-June, per Yahoo Finance AlphaSpace data.
Bernstein ***** yst Gautam Chhugani reiterated his Outperform rating on the stock and set a $140 price target in a note on Monday, implying at least 75% upside.
Chhugani outlined three main bullish points on Circle:
"We believe the recent momentum in crypto markets can be enduring, and we could be at the beginning of a new expansion cycle driven by macro regime change, real-world blockchain capital markets, stablecoin payments adoption (not just crypto) and some nascent signs of a stablecoin-led agentic economy."

#circle #markets #crcl #finance

The last time Maryland men's soccer stepped foot on Ludwig Field was to take on the Washington Huskies in the quarterfinals of the College Cup. The Terps left in disbelief after suffering a shocking 3-1 defeat on their home turf that abruptly ended their season.
Maryland men's soccer looked to flush the bad taste out of their mouth in their home opener against the New Haven Chargers Monday, and it did so in a wild 3-2 victory.
Following a steady 45 minutes of play from the Chargers, the Terps found themselves down one after a turbulent first half. In the second half, both teams came out firing on all cylinders by scoring a combined four goals in the span of six minutes.
Henry Bernstein scored the Terps' first goal in the 51st minute off a wild deflection that bounced off the Chargers' Felipe Lemos and into the net, tying the game at one. Less than two minutes later, Dominic Ayella scored his first goal for Maryland off a perfect cross from Dennis Kalanzi.
The freshman duo gave the Terps their first lead of the game, but it was short-lived, as the Chargers drew a corner and scored in the 56th minute. Lorenzo Garbarino soared into the box and placed a well located header on a spinning ball that found the back of the net.

#chargers #maryland #Soccer #wild

Bernstein's Gautam Chhugani carries a $330 Street-high target on COIN, implying 77% upside despite three consecutive earnings misses and a 38% one-year decline.
HOOD is down just 4% YTD and CRCL is up 11%, making COIN's 18% year-to-date slide the clearest dislocation signal among crypto-adjacent peers.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coinbase didn't make the cut. Grab the names FREE today.
Coinbase Global (NASDAQ:COIN) currently trades at $186.49, while Bernstein ****** yst Gautam Chhugani carries a Street-high price target of $330 on the stock. That implies roughly 77% upside if his call plays out.
Coinbase runs the largest US crypto exchange plus subscription products, stablecoin revenue tied to USDC, the Base blockchain, and a fast-expanding derivatives and prediction markets business. The company is reinventing itself as a "everything exchange" just as core trading fees shrink.

#Coinbase #street #year

The rally in Circle (CRCL) stock could just be starting.
The call: With bitcoin (BTC-USD) prices coming back to life as the Treasury injects liquidity into the bond market, Circle shares have been rocking. The stock is up 23% in the past five days and trading at its highest level since mid-June, per Yahoo Finance AlphaSpace data.
Bernstein **** yst Gautam Chhugani reiterated his Outperform rating on the stock and set a $140 price target in a note on Monday, implying at least 75% upside.
Chhugani outlined three main bullish points on Circle:
"We believe the recent momentum in crypto markets can be enduring, and we could be at the beginning of a new expansion cycle driven by macro regime change, real-world blockchain capital markets, stablecoin payments adoption (not just crypto) and some nascent signs of a stablecoin-led agentic economy."

#circle #treasury

Chad Dillard of Bernstein said in a recent program on CNBC that Quanta Services (NYSE:PWR) is an "800-pound gorilla" in high-voltage transmission lines. He was responding to a CNBC host who asked him to discuss "AI plays in disguise" beyond the major names everyone is aware of.
"I think we need to focus on what the bottlenecks are, right? It's power and labor," Dillard said. "On the power side, like you just said, you know, Caterpillar, it's an obvious one, power generation. But there's also another way to improve power, and that's by raising the voltage. And I'm talking about high voltage transmission lines. I'm talking about raising the voltage in data centers. ( Quanta Services) They're an 800-lb gorilla basically in the room."
Quanta Services (NYSE:PWR) can benefit from the coming wave of AI-related power demand because it's one of the few companies big enough to do the actual building when utilities spend money to expand and upgrade the grid. Quanta makes money by constructing the power lines, substations, and grid infrastructure the US needs, work that puts it right in the middle of the buildout.
In the recent quarter, revenue jumped about 40% year over year, and the company raised its full-year guidance for revenue, earnings per share, and cash flow.
Bulls also point to Quanta's recent acquisitions: Phalcon, Enerfab, Percheron, and PSD. Quanta expects these deals to add roughly 3 to 4% to its revenue in 2026. The bull case is that these purchases add skilled workers, fabrication capacity, and permitting support, giving Quanta more control over the bottlenecks that slow projects down.

#power #recent #revenue