Lithium Americas Corp. (LAC) is back on Wall Street's radar after JPMorgan turned bullish on the lithium developer, upgrading the stock to an "Overweight" rating from "Neutral" and setting a $6 price target. The target implies close to 100% upside from the stock's previous close, giving investors a potentially significant re-rating opportunity if the bank's bullish **** umptions play out.
The call reflects a more constructive outlook for lithium prices. JPMorgan recently raised its lithium price **** umptions, arguing that lithium carbonate prices have remained above $20 per kilogram and that the market could face a supply deficit through the end of the decade. Those higher price **** umptions materially improve JPMorgan's estimates for Lithium Americas' long-term earnings and net **** et value.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#play

The artificial intelligence infrastructure race is moving from a chip shortage story into a race for something harder to manufacture: data center capacity. Land, electricity, and finished buildings are becoming the bottlenecks as hyperscalers pour hundreds of billions of dollars into AI. That is creating an opening for a new breed of cloud providers that can secure capacity where the largest cloud companies cannot.
At Thursday's Goldman Sachs Communacopia + Technology Conference, Nvidia (NVDA) CEO Jensen Huang made clear that he sees this market expanding for years—and his comments were particularly bullish for CoreWeave (CRWV) and Nebius Group (NBIS).
Dear ***** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#capacity #land

AMD and Intel compete for processor customers, but they have a common interest in making developers comfortable staying with x86. A September 2 GCC commit added initial support for their AI Compute Extensions, or ACE, bringing that shared strategy into a widely used compiler's development code.
For Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC), the potential payoff is broader software adoption. The immediate event is much narrower: compiler infrastructure, followed by instruction-support commits. It is not evidence that compatible processors have shipped or that GCC 17 is a finished release.
The x86 Ecosystem Advisory Group's April whitepaper describes a common matrix-acceleration architecture shaped by both companies. Matrix multiplication is central to many AI workloads. A shared instruction interface could reduce the effort needed to target those operations across future processors.
That matters commercially because buyers consider the software work required to use hardware, alongside its price and performance. If developers can support both suppliers more easily, a processor purchase may depend more on execution and less on maintaining separate software paths.
For Advanced Micro Devices, Inc. (NASDAQ:AMD), the bull case is an easier route for compatible future CPUs into AI-related workloads. The risk is that a shared standard also improves the rival's appeal. Compiler support alone cannot demonstrate AMD's eventual performance advantage, customer adoption or incremental profit.

#Intel

As we prepare some crucial showdown games in Week 5, let's tie a bow on Week 4 in our latest Touchdown/Chunk Play/First Down/Behind the Chains retrospective:
Touchdown
PURE BULLDAWG: We turn south to Las Cruces, and one of the most impressive wins so far among the Class 6A ranks this season, that being Las Cruces High's 41-0 beatdown of Hobbs.
The offensive sluggishness that defined the early portion of the season seems to be a thousand miles in the rear-view mirror after Las Cruces rolled into Hobbs and put the hammer down on the Eagles.
The transition period for Las Cruces clearly is over, and you can now see the Bulldawgs have gained their bearings in real time.

#touchdown #hobbs #down #first

This one had everything. Troy Melton struggled and got knocked out early, but the bullpen managed to bend without breaking. Meanwhile, the young Tigers hitters were centre stage as they fought back repeatedly with good at-bats late in this one. Kenley Jansen picked up his 496th major league save to wrap up the victory.
Monday night's first of three at the Rogers Centre featured Melton against right-hander José Soriano. The Blue Jays have had almost as strange a season as the Tigers. Struggling through the first half, they moved long time top starter Kevin Gausman, but acquired Soriano at the deadline as well, and have kept themselves in the thick of the wild card race.
Things didn't start off too well as the Tigers quickly went 1-2-3 in the first, and Melton immediately dug himself a hole. Brett Bateman led off by slashing a single the opposite way past a diving Hao-Yu Lee for a leadoff single. Bateman appeared to be thrown out stealing second on a pitch that was called a ball and incorrectly challenged by Dillon Dingler to walk George Springer. So everyone was safe, and after Vladimir Guerrero Jr. grounded out to advance the runners, Alejandro Kirk singled home Bateman for a 1-0 lead.
Melton didn't help his cause against Nathan Lukes by yanking a wild pitch to score Springer, but he retired Lukes and Kazuma Okamoto flew out to Clark to end the first inning. 2-0 Blue Jays.
A Dingler strikeout started the second inning, and Max Clark and Brett Callahan grounded out.

#melton #soriano #brett

CLEVELAND (AP) — Tristan Peters fouled off 12 pitches in an 18-pitch at-bat that keyed Chicago's six-run outburst in the sixth inning and the White Sox beat the Cleveland Guardians 7-3 on Monday night to stay atop the AL Central.
Kyle Teel hit a two-run double and Miguel Vargas connected for a two-run homer following Peters' lengthy plate appearance — the longest in MLB this season, and tied for the third longest since 2000.
The White Sox, who lost 102 games and finished last in 2025, won the opener of the showdown series to push their lead over the Guardians to 1 1/2 games. Chicago has led the division since July 4.
Sean Burke (9-7) didn't allow an earned run in five innings and Chicago's bullpen kept the Guardians in check as the White Sox improved to 7-4 against Cleveland to clinch the season series and tiebreaker.
The Guardians altered their rotation so Gavin Williams (13-8) could start the opener, and the right-hander gave them five solid innings. They needed six.

#cleveland #opener

Dodgers news: Edgardo Henriquez placed on regular season-ending IL appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Los Angeles Dodgers placed right-hander Edgardo Henriquez on the 15-day injured list Monday with low back discomfort, ending his 2026 regular season. Los Angeles recalled Bobby Miller from Triple-A Oklahoma City as the corresponding roster move.
Henriquez had developed into a regular bullpen option during his first full major league season, making 61 appearances. MLB.com's Sonja Chen took to X, formerly Twitter, shortly after the club announced the transaction and noted the calendar implications of Henriquez's IL placement.
"Henriquez going on the 15-day IL ends his regular season."
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#Dodgers #placed

The San Francisco Giants have endured the bad, the worse and the ugly throughout a 2026 campaign that started with high hopes and landed with bleak realities.
The Giants have been among the most disappointing teams in Major League Baseball this season. There was optimism in San Francisco when the team brought in first-year manager Tony Vitello from the college ranks with no previous MLB experience. Many experts predicted that the Giants would win 82 games and maybe even sneak into a wild-card berth. It would have been the most success the team has seen in nearly a half decade.
Then the season began and things shifted immediately. San Francisco isn't anywhere near discussions of making a postseason appearance. Instead, the Giants have the second-worst record in the National League (only the division-rival Colorado Rockies have a worse record).
The Giants haven't had the play they were expecting on the diamond. The Giants lacked depth in the bullpen, dealt with a series of injuries which contorted lineups, and key players just looked like a shell of themselves through large parts of the season. Vitello has been ejected from multiple games this season. Frustration has settled in San Francisco like fog covering the Golden Gate Bridge.
It's since seemed like a salvageable season after seeing younger prospects such as Bryce Eldridge see the field more. After a sluggish start, Rafael Devers found his bat as of late and is nearing a 40-homer season. There are few positive takeaways from the Giants this year, which leaves a little excitement for the next season.

#team

Amgen Inc. (NASDAQ:AMGN) shed roughly $12 billion in market value after hours on September 4, 2026. The stock declined by about 5% to $415. The reason, as strange as it sounds, is a drug it does not own. Novartis announced that pelacarsen, an Lp(a)-lowering therapy, missed its Phase 3 cardiovascular-outcomes trial, Lp(a)HORIZON. And since Amgen's late-stage ******* et olpasiran relies on the same biological premise, investors immediately marked down Amgen on the negative read-through.
The result strikes at a premise rather than at a product. Pelacarsenhad lowered Lp(a) by roughly 80% in earlier studies. In Lp(a)HORIZON, Novartis said pelacarsen substantially lowered Lp(a), but it still failed to reduce the composite of cardiovascular death, heart attack, stroke, and urgent revascularization. It still could not reduce the composite of cardiovascular death, heart attack, stroke, and urgent revascularization. And now the entire hypothesis that lowering Lp(a), a genetic cardiovascular risk factor, actually cuts events, is being directly challenged. Olpasiran is built on the same hypothesis, leading to the repricing of odds as soon as pelacarsen's data were out.
Amgen's olpasiran, an siRNA, lowered Lp(a) by more than 95% at certain doses in Phase 2, compared with reductions of roughly 80% for pelacarsen in earlier studies. The bull case is that this deeper reduction could help olpasiran deliver better cardiovascular outcomes.. The bull case is that this 15% will help Amgen to make a deeper cut and deliver results. While biologically possible, the Lp(a)HORIZON trial provided no evidence that a clinical threshold exists above an 80% reduction. The topline Phase 3 announcement did not establish that deeper Lp(a) lowering would have produced a cardiovascular benefit. It is therefore appropriate to say that the miss lowered olpasiran's probability of success rather than pretending it is irrelevant. Eli Lilly's lepodisiran is running the same deep-reduction experiment, so the hypothesis will be tested with or without Amgen.
Amgen is not an Lp(a) pure-play. MariTide in obesity, Repatha in cholesterol, and Tezspire in asthma drive more value for the company, and this diversification creates a cushion for the stock, although the selloff ultimately became much larger than the initial 5% after-hours reaction. Positioning has stayed calm since the beginning of 2026. Insider Monkey data shows 66 hedge funds held AMGN in the second quarter of 2026, up slightly from 65 in the first. Short interest, on the other hand, sits at just 2.4% of float, reflecting minimal bets against the stock in the market.

#horizon #pelacarsen

Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Iran-related news will be focus over the weekend. The Federal Reserve meeting will take center stage this coming week, with markets largely pricing in an interest rate hike on Sept. 16.
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.

#NASDAQ #sector #weekend

Former Charlotte Hornets forward Taj Gibson announced his retirement Monday after 17 seasons in the NBA. Gibson was recently rostered by the Memphis Grizzlies but was later traded to the New Orleans Pelicans and was subsequently waived. Gibson spent one season with the Hornets, playing in Charlotte during the 2024-25 campaign. In 37 appearances, the former USC forward averaged 2.9 points, 3.2 rebounds, 0.6 **** ists, 0.2 steals and 0.5 blocks. While with the franchise, Gibson served as a veteran presence and particularly helped recent Hustle Award winner Moussa Diabate in his development.
Throughout his 17-year career, Gibson played 1,012 games, averaging 8.3 points, 5.7 rebounds, 0.9 **** ists, 0.5 steals and one block. He made the All-Rookie Team during the 2009-10 season and finished top-10 in Sixth Man of the Year voting three times. Following his retirement, Gibson agreed to join the team that drafted him (Chicago Bulls) as an **** istant coach.
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#former

For over a season and a half, New Iberia football hadn't won a game. On Sept. 11, all of that changed as the Yellowjackets bulldozed Vill Platte for the sweetest 60-6 victory they've ever tasted.
"It means a lot; it's great seeing the smile on all of the kid's faces," NISH football coach Zi'yon Hill-Green said. "I remember back in the summer, I preached about competing and showing up every day, and that's what they have been doing. We needed that confidence boost."
REQUIRED READING: Vote now for the Daily Advertiser Athlete of the Week (Sept. 7- 13)
The win also marked the first win of the Hill-Green era, snapping NISH's 18-game losing streak.
All offseason long, the goal for new head coach Hill-Green and his staff was to revive the hive by way of rebuilding the program's foundation.

#game #coach

Minnesota Vikings head coach Kevin O'Connell did not think the hit that concussed quarterback Kyler Murray during Sunday's season opener was a dirty or malicious play by Green Bay Packers defender Javon Bullard.
The hit was penalized 15 yards for unnecessary roughness, and Murray is now in concussion protocol, but O'Connell was not willing to blame anyone for the resulting injury given Murray's slide at the end of the play.
"No. It was a violent, physical play," O'Connell said. "As fast as those things happen out there, it would be one thing it was a head-first slide and a clear declaration, but I don't put any fault on anybody there."
Murray slid late and sideways, and he ended up getting sandwiched between Bullard and Lukas Van Ness as he went to the ground.
Here's the play from Sunday's first quarter:

#o 'connell #play #first #minnesota

White Sox's postseason hopes might rely on two breakout pitchers originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The Chicago White Sox are 76-73 entering play on Monday, September 14. They're just 0.5 games up on the Cleveland Guardians and fittingly begin a series against their division rivals in Cleveland to get the week started.
If they struggle during this series, not only could the White Sox lose their AL Central lead, but they might even drop out of the postseason field entirely. This is a pivotal series, and the end of the season is still very important to Chicago.
One AL scout told ESPN's Jesse Rogers that the White Sox can be a "sleeper" postseason team if two pitchers can perform at a high level.
"If the White Sox can get just a little starting pitching, they could still make some noise," an AL scout told Rogers. "They have a bullpen. That's always a need in the playoffs. And they can hit home runs. They just haven't lately. I like them as a sleeper, **** uming [Davis] Martin or [Sean] Burke are good."

#white

Packers safety Javon Bullard got a 15-yard penalty for the hit that knocked Vikings quarterback Kyler Murray out of Sunday's game. Vikings right tackle Brian O'Neill thinks Bullard should have gotten more than that.
O'Neill shoved Bullard after that hit, but after the game he said he wishes he had been more aggressive toward the opponent who just gave his quarterback a concussion.
"It was so bang, bang," O'Neill said, via ESPN. "You don't want to freak out if you're wrong. I was probably wrong to not freak out more than that. So I kind of wish I took a shot at him."
Bullard easily could have been ejected for the hit, and he'll surely at least be fined by the NFL, if not suspended. But he escaped the Vikings dishing out any justice on the field, something that O'Neill regrets about Sunday's game.

#o 'neill #bang #wrong #javon

Cubs will 'always have a chance' to win the World Series if they avoid one mistake originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The Chicago Cubs are fighting with the Philadelphia Phillies for the No. 4 seed in the National League, which is the top spot in the NL Wild Card and home-field advantage in the first round of the playoffs.
Amid this fierce competition, which is heading towards the final few weeks of play, one American League executive shared a very strong belief in the Cubs.
ESPN's Jesse Rogers shared that one AL executive believes the Cubs "will always have a chance" to win a World Series, so long as they avoid one simple mistake: giving up home runs.
"I'll take the Cubs," an AL executive said. "First in offense, first in defense, and a No. 1-type starter in Clay Holmes. I know they just had bullpen problems, but as long as they keep the ball in the park, the Cubs will always have a chance."

#Cubs #first #executive #sporting

The SEC has announced kickoff times for Week 4 games across the conference. The Georgia Bulldogs' highly anticipated home game against the Oklahoma Sooners on Sept. 26 will be at 3:30 p.m. ET and will be televised on ABC or ESPN.
The TV channel for the Georgia-Oklahoma game will be determined after Week 3 games are played on Sept. 19. The other game that could be aired at 3:30 p.m. ET on ABC or ESPN is the Ole Miss versus Florida game.
The Texas A&M Aggies' road trip to play the LSU Tigers instead earned the primetime slot on ABC at 7:30 p.m. ET. LSU is going to play in a ton of primetime games this season with a large portion of college football's media heavily focusing attention on head coach Lane Kiffin.
Georgia is 2-0 to start the season with dominant wins over inferior opponents. Oklahoma is 1-1 and lost their recent road game at the Michigan Wolverines 17-10. Georgia opens its SEC slate in Week 3 at Arkansas while Oklahoma plays New Mexico at home.
TV channel: ABC or ESPN

#home

NFL star Ladd McConkey is married to his high school sweetheart, Sydney
The couple grew up in Chatsworth, Ga., and tied the knot in April 2025
They are currently expecting their first child together
Ladd McConkey is making his mark on the NFL with his wife, Sydney McConkey, by his side.
The longtime couple are high school sweethearts who began dating in 2017 after meeting as kids in their hometown of Chatsworth, Ga. After high school, Sydney cheered Ladd on at the University of Georgia, where he won two national championships with the Georgia Bulldogs.

#chatsworth #georgia

Max Verstappen has admitted he came close to stepping away from Formula 1 before extending his deal with Red Bull last month, despite holding discussions with rival teams.
Speaking to German publication Bild after agreeing a deal until 2030, the four-time world champion discussed retirement thoughts and confirmed talks took place with McLaren.
"You have to take every conversation with another team seriously," Verstappen said. "But in the end, I was closer to quitting Formula 1 than to signing with another racing team."
"You either quit or you don't, so it's a 50/50 decision," he added. "I seriously considered calling it quits. But at the end of the day, I just love racing."
The 28-year-old won four consecutive F1 **** les from 2021 to 2024, but remains winless this season. He sits sixth in the standings following Sunday's runner-up finish at the Spanish Grand Prix in Madrid, 147 points adrift of Mercedes leader Kimi Antonelli.

#bull

Minnesota Vikings quarterback Kyler Murray exited the Vikings' win over the Green Bay Packers in the first quarter on Sept. 13 with a concussion after a scary hit from Green Bay safety Javon Bullard.
Murray was sliding at the Vikings 35-yard line nine minutes into the quarter when Bullard and Packers defensive end Lukas Van Ness went to tackle him. Murray took a big hit. Bullard received a 15-yard unnecessary roughness penalty.
Murray's status isn't certain. He will have to pass concussion protocol before he returns for Minnesota. Carson Wentz replaced Murray at QB for the Vikings.
The Vikings were obviously frustrated with the hit, as was social media, with many slamming the Packers for the incident after the game.
Minnesota rallied from a 22-10 deficit in the third quarter to win 39-22.

#bullard

It's always tough navigating that first injury report coming out of preseason and training camp. Some injuries are downplayed and others weren't as serious as initially thought. We also get some surprises (we're looking at you Raiders and Brock Bowers).
But we've gotten through most of the action for Week 1 and can lookahead to which injuries we'll need to track going into the second slate of the season. Below is all the latest news and updates, plus some fantasy football ******* ysis to help with weekly lineup tinkering.
Kyler Murray, MIN (concussion)
Sam Darnold, SEA (hip)
Murray: It was a tough Minnesota debut for Murray, exiting early in the contest after a questionable hit from Packers S Javon Bullard. Prior to the hit, Murray had thrown an egregious interception into triple coverage. Murray did not return, finishing the game 3-for-5 for 18 yards and the INT, plus two carries for nine yards.

#bowers

The No. 2 Georgia Bulldogs built up a dominant 49-0 lead in their 70-20 win over the Western Kentucky Hilltoppers. However, Georgia allowed the game to get a bit sloppy at times and allowed Western Kentucky to score three touchdowns including two in the second half.
Following the win, Georgia coach Kirby Smart emphasized that Georgia needed to play better in the second half. Smart even made it clear that the Bulldogs may not wear all-white uniforms again.
"I don't know," Smart said on if Georgia will bring back the all-white uniforms. "Time will tell. If we play like we did in the second half, ******* no."
Of course, Georgia played a ton of backups throughout the game with most starters, like quarterback Gunner Stockton, sitting out the entire second half with the game clearly out of reach. Coach Smart still holds Georgia's backups to the same standard of excellence as he does for the starters.
"If you don't get off the field on third down six consecutive times, you're not ready to play for Georgia's defense," Smart said in a postgame interview. "If you can't possess the ball on offense, then you can't play.

#georgia #half #bulldogs #western

Energy Transfer LP (NYSE:ET) is set to move the primary listing of its common and Series I preferred units from the New York Stock Exchange to the Texas Stock Exchange in early October, making it the first major company to make such a switch from the NYSE to the newly established Dallas exchange. Reuters said the companies moving to TXSE, including Energy Transfer and related energy businesses, represent nearly $100 billion in combined market value, giving the fledgling exchange an important early credibility boost.
For Energy Transfer LP (NYSE:ET), however, the more important question is whether the move can eventually translate into better investor visibility or valuation rather than simply giving the company a stronger Texas identity. WSJ reported that Energy Transfer is worth roughly $75 billion and that Executive Chairman Kelcy Warren is a major backer of TXSE, owning about 30% of its parent company. That relationship makes the listing particularly significant, but it also means investors may scrutinize whether the decision creates a tangible benefit for Energy Transfer unitholders rather than primarily helping establish the new exchange.
The strongest bull argument is that Energy Transfer LP (NYSE:ET) is positioning itself ahead of a potentially important shift in the U.S. energy infrastructure market. TXSE is backed by major financial institutions including BlackRock, Citadel Securities, and Charles Schwab, and winning a roughly $75 billion company gives the exchange substantially more credibility with institutional investors. If TXSE attracts additional large energy companies, Energy Transfer could benefit from becoming one of the exchange's anchor names and gaining greater visibility among investors already focused on Texas-based energy infrastructure.
More importantly, the listing decision fits the underlying environment in which Energy Transfer LP (NYSE:ET) operates. Reuters has highlighted continued investment in U.S. gas-fired generation, LNG infrastructure, and pipeline networks as electricity demand rises and countries seek reliable energy supplies. The U.S. is also building substantial additional LNG export capacity. That matters because Energy Transfer's extensive midstream network can benefit from higher volumes of natural gas, crude oil, and NGLs without taking the same direct commodity-price exposure as upstream producers. If rising power demand from data centers and continued LNG development drive greater demand for U.S. gas transportation, Energy Transfer could see expanding opportunities to place additional infrastructure into service and lock in long-duration cash flows.

#transfer #company #infrastructure #listing

Vale S.A. (NYSE:VALE) is considering making its debut in China's domestic bond market as soon as this year, with CFO Marcelo Bacci saying the company is preparing for a potential Panda bond issuance. The move would be strategically significant because China accounts for roughly half of Vale's revenue, making renminbi financing a natural extension of its relationship with its largest market. Bloomberg reported that Vale is still ****** sing the market, including whether it can obtain a maturity longer than the typical two-, three-, or five-year terms available to international issuers.
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.

#chinese #bond #panda #China

The Cooper Companies, Inc. (NASDAQ:COO) cut its fiscal 2026 profit and revenue forecasts after weaker-than-expected demand for contact lenses weighed on its CooperVision business. The company now expects adjusted earnings of $4.51–$4.55 per share, down from its previous forecast of $4.58–$4.66, while revenue guidance was reduced to $4.23–$4.25 billion from $4.29–$4.32 billion. Third-quarter revenue came in at $1.07 billion, below Wall Street's $1.10 billion estimate, although adjusted EPS of $1.15 beat expectations.
The weakness was concentrated in CooperVision, where revenue fell to $717 million. Cooper said a reduction in U.S. channel inventory hurt results and is expected to continue affecting the fourth quarter. At the same time, the company completed its strategic review and decided to retain CooperSurgical rather than sell the business.
The biggest bullish argument is that some of the current weakness may be temporary rather than a fundamental deterioration in the contact lens market. The Cooper Companies, Inc. (NASDAQ:COO) specifically pointed to U.S. channel inventory reductions, meaning part of the sales pressure reflects distributors and customers working through existing stock rather than consumers permanently abandoning contact lenses. If inventories normalize, CooperVision could see a recovery in sales growth.
Cooper also continues to have a strong position in the global contact lens market. The company is investing in new products, expanding CooperVision's sales and marketing organization and improving inventory and logistics operations. Its strategic review also identified opportunities to reduce costs and improve operational efficiency.
There are encouraging signs beneath the weak headline numbers. Adjusted third-quarter EPS still increased 4% year over year to $1.15, while free cash flow jumped 66% to $273 million. The Cooper Companies, Inc. (NASDAQ:COO) also increased its share-repurchase authorization from $2 billion to $3 billion, giving the company another way to support per-share earnings if the stock remains depressed.

#Companies #revenue #contact #coopervision

Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on outside suppliers such as Howmet.
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.

#commercial

Sep. 14—It was an extraordinary football weekend that saw the two Big Ten favorites, Ohio State and Oregon, join the Illini in stunning disappointments. What follows are four burning takes from Saturday's scramble.
(1) Is the new UI defensive system unworkable at this level, or are the linemen simply lacking in NFL-level talent required of conference contenders?
Conclusion: It's equal proportions of both as the Illini permitted 43 first downs in two outings.
In the opener against UAB, the defense permitted 17 rushes of five yards or more, and gave up 194 ground yards while managing one sack. The Illini won with four huge plays, including a 65-yard punt return and a Hail Mary, avoiding early trouble because four UAB drives were chilled by Blazer penalties. Illinois tackling was already a major concern.
Against Duke on Saturday, the Illini again had a single sack amid surprisingly effective passes by Walker Eget (15 of 21 for 206 yards), and never got sensational Nate Sheppard under control. Sheppard bulled and darted for 147 yards, caught five passes for 41 and scored three touchdowns.

#four #level #sack

The energy outside Cipriani, in Lower Manhattan, across from the Charging Bull statue on Broadway, seemed conspicuously suspended in a different time. It was as if crossing the threshold into the Financial District sent me back a decade, to the genesis of this current generation's cultural aesthetic—to the lines at VFiles, the SoHo clothing store whose Howard St. storefront once served as epicenter of the nascent fusion of the worlds of streetwear, hip-hop, and high fashion. All of this was because Kai Cenat, the popular Twitch streamer and content creator, was making his runway debut. The fashion show for his brand Vivet's first collection drew a crowd of the current generation's innovators, giving a reminiscent feeling to the last time a popular figure came crashing through the gates of mainstream fashion.
In attendance that night were popular streamers like Jasontheween, Rakai, and Duke Dennis, alongside more traditional celebrity names: Jaden Smith, Luka Sabbat, Lauryn Hill (!). Popular fashion podcasters and journalists from the New York Times filtered through the crowd as well. It reminded me of the pre-pandemic days of fashion week pop-ups in the shadow of Ye's YZY Szn launches, when the crowds outside seemed as consequential as whoever had a seat inside. Social media had given a generation of streetwear obsessives and aspiring artists a way to build their own audiences, and fashion was beginning to accommodate them. At Cipriani, the streamers had brought another audience into the room.
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#outside #seemed #time #streetwear

Kyler Murray was knocked out of the Minnesota Vikings' Week 1 game against the Green Bay Packers when Javon Bullard delivered a dangerous hit to the quarterback's head. Referees threw a flag and penalized Bullard for unnecessary roughness, but it's the kind of play that the NFL will probably be looking at today to determine whether further action should be taken against the Packers' safety.
For ESPN's Tedy Bruschi, who spent 13 seasons playing linebacker in the NFL, there's no question that Bullard was trying to hurt Murray on the play. As Bruschi told the other panelists on "Get Up" Monday morning, "he knew exactly what he was doing."
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"Let me tell you something I can do as a defender," Burschi explained. I mean I can remember this, I can pinpoint my helmet or wherever my hit is or my shoulder on any minute detail on your body. I can target whatever I want and going full speed I can hit it. Alright, I can be that accurate with my hit. That hit right there was to the head and neck area. He knew exactly what he was doing with that forearm. With that elbow because you can put it on the knees. You can put it in the stomach. He wanted to put it on the head and neck right there."
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#Vikings #packers

Micron Technology (NASDAQ:MU) has been one of the hottest stocks to own this year, with its value rising by more than 240% heading into trading this week. At over $1 trillion in market cap, it has joined the illustrious trillion-dollar club this year and become one of the most valuable companies in the world.
And yet, investors remain bullish that it can continue to soar higher due to the impressive growth it's been generating, as tech giants continue to invest heavily in artificial intelligence (AI).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron recently announced plans to increase production of high-bandwidth memory (HBM), which could result in even better financial results. Here's why.
Image source: Getty Images.

#micron #technology #NASDAQ #missed