11 days ago
ESPN identified DJ Moore as the Buffalo Bills' most significant offseason addition after Week 7, highlighting the wide receiver's expected impact on the team's passing game. Although Buffalo was on its bye, Moore's role remained central to the discussion of the club's offensive outlook.
Moore joined Buffalo after being acquired from the Chicago Bears in exchange for a 2026 second-round draft pick. The veteran receiver has been sidelined while recovering from a shoulder injury, but his anticipated return could add another dimension to an offense that has continued to produce without him. The team's bye week also provided additional time for his recovery. The Bills entered its bye at 5-1 and ranked second, one spot higher than the previous week in ESPN's poll.
Jan 10, 2026; Chicago, IL, USA; Chicago Bears wide receiver DJ Moore (2) reacts after making a first down against the Green Bay Packers during the first half of an NFC Wild Card Round game at Soldier Field. Mandatory Credit: Matt Marton-Imagn Images
His value is tied to his ability to stretch the field and create opportunities beyond the catch. Moore's routes can force opposing defenses to cover more ground, opening ******* e underneath and making it more difficult to crowd the line of scrimmage. That added room could benefit the running game as well as the passing attack.
Through the first portion of the season, Moore averaged 2.47 yards per route run while recording an average depth of target of 15.9 yards. Those figures led the league, underscoring his ability to generate downfield production. His presence gives the offense a receiver capable of drawing coverage away from other targets and creating explosive-play opportunities.
#week #receiver #bills
Moore joined Buffalo after being acquired from the Chicago Bears in exchange for a 2026 second-round draft pick. The veteran receiver has been sidelined while recovering from a shoulder injury, but his anticipated return could add another dimension to an offense that has continued to produce without him. The team's bye week also provided additional time for his recovery. The Bills entered its bye at 5-1 and ranked second, one spot higher than the previous week in ESPN's poll.
Jan 10, 2026; Chicago, IL, USA; Chicago Bears wide receiver DJ Moore (2) reacts after making a first down against the Green Bay Packers during the first half of an NFC Wild Card Round game at Soldier Field. Mandatory Credit: Matt Marton-Imagn Images
His value is tied to his ability to stretch the field and create opportunities beyond the catch. Moore's routes can force opposing defenses to cover more ground, opening ******* e underneath and making it more difficult to crowd the line of scrimmage. That added room could benefit the running game as well as the passing attack.
Through the first portion of the season, Moore averaged 2.47 yards per route run while recording an average depth of target of 15.9 yards. Those figures led the league, underscoring his ability to generate downfield production. His presence gives the offense a receiver capable of drawing coverage away from other targets and creating explosive-play opportunities.
#week #receiver #bills
11 days ago
The Chicago Bears got the player they wanted. The harder question is what they gave up to get him.
Chicago acquired All-Pro defensive tackle Jeffery Simmons from Tennessee on Thursday, sending the **** ans first-round picks in 2027 and 2028 and a 2027 fourth-round pick. The Bears also received a 2028 fifth-round pick. It is a huge price for a 29-year-old defender, even one capable of changing how opponents block Chicago's front.
Simmons makes the Bears better today. He had 11 sacks last season and has four through seven games this year. ESPN's **** ysis identified the need clearly: Chicago ranked 23rd in pass-rush win rate from its interior defenders before the trade, while Simmons led NFL defensive tackles in that measure. His ability to disrupt both running and passing plays gives Dennis Allen something the defense has lacked up front.
But there are two parts to this trade. One is the impact Simmons can make on Sundays. The other is how Chicago builds around him in the years ahead.
Aug 28, 2021; Nashville, TN, USA; Tennessee **** ans defensive tackle Jeffery Simmons (98) celebrates after a defensive stop on fourth down during the first half against the Chicago Bears at Nissan Stadium. Mandatory Credit: Christopher Hanewinckel-USA TODAY Sports
#Chicago #bears #defensive
Chicago acquired All-Pro defensive tackle Jeffery Simmons from Tennessee on Thursday, sending the **** ans first-round picks in 2027 and 2028 and a 2027 fourth-round pick. The Bears also received a 2028 fifth-round pick. It is a huge price for a 29-year-old defender, even one capable of changing how opponents block Chicago's front.
Simmons makes the Bears better today. He had 11 sacks last season and has four through seven games this year. ESPN's **** ysis identified the need clearly: Chicago ranked 23rd in pass-rush win rate from its interior defenders before the trade, while Simmons led NFL defensive tackles in that measure. His ability to disrupt both running and passing plays gives Dennis Allen something the defense has lacked up front.
But there are two parts to this trade. One is the impact Simmons can make on Sundays. The other is how Chicago builds around him in the years ahead.
Aug 28, 2021; Nashville, TN, USA; Tennessee **** ans defensive tackle Jeffery Simmons (98) celebrates after a defensive stop on fourth down during the first half against the Chicago Bears at Nissan Stadium. Mandatory Credit: Christopher Hanewinckel-USA TODAY Sports
#Chicago #bears #defensive
12 days ago
Patriots' Receiver Concerns Put DeMario Douglas In Unexpected Spotlight originally appeared on NESN. Add NESN as a Preferred Source by clicking here.
The New England Patriots entered the season hoping their passing game would take another significant step forward with Drake Maye leading the offense. A.J. Brown was expected to play an important role in that development, giving Maye a proven receiving threat capable of making difficult catches and creating explosive plays.
Instead, the Patriots have spent much of the opening two months trying to keep their wide receiver group healthy.
Thursday brought another discouraging development when Brown missed practice because of ankle and knee issues.
NFL Network's Ian Rapoport reported that a knee problem had flared up, leaving Brown's availability for Sunday's game against the Miami Dolphins uncertain.
#Patriots #knee #demario
The New England Patriots entered the season hoping their passing game would take another significant step forward with Drake Maye leading the offense. A.J. Brown was expected to play an important role in that development, giving Maye a proven receiving threat capable of making difficult catches and creating explosive plays.
Instead, the Patriots have spent much of the opening two months trying to keep their wide receiver group healthy.
Thursday brought another discouraging development when Brown missed practice because of ankle and knee issues.
NFL Network's Ian Rapoport reported that a knee problem had flared up, leaving Brown's availability for Sunday's game against the Miami Dolphins uncertain.
#Patriots #knee #demario
12 days ago
Borussia Mönchengladbach are in talks to extend Wael Mohya's contract beyond 2028.
According to Sky Germany, the club's management want to reward the 17-year-old's development. In doing so, Mohya will reportedly double his salary which will see him earn around €2m per year.
Mohya has been a star of this Gladbach side in 2026/27, having featured in all nine matches across all competitions this season, while registering a goal and ****** ist in the Foals' Matchday 7 victory over VfB Stuttgart, their first win of the season.
Praising Mohya's performance against Stuttgart, Head of Sport Rouven Schröder said: "The way he dribbles forward, the audacity with which he sets up the goal … Hats off! […] very happy that Wael showed what he's capable of."
Gladbach head coach Alexander Blessin also praised the club's rising star. "He's a very young guy who's open and laughs, he doesn't care too much about pressure," expressed Blessin, who lauded Mohya's attacking abilities. "His ability to relieve pressure in one-on-one situations is crucial."
#stuttgart #year #season
According to Sky Germany, the club's management want to reward the 17-year-old's development. In doing so, Mohya will reportedly double his salary which will see him earn around €2m per year.
Mohya has been a star of this Gladbach side in 2026/27, having featured in all nine matches across all competitions this season, while registering a goal and ****** ist in the Foals' Matchday 7 victory over VfB Stuttgart, their first win of the season.
Praising Mohya's performance against Stuttgart, Head of Sport Rouven Schröder said: "The way he dribbles forward, the audacity with which he sets up the goal … Hats off! […] very happy that Wael showed what he's capable of."
Gladbach head coach Alexander Blessin also praised the club's rising star. "He's a very young guy who's open and laughs, he doesn't care too much about pressure," expressed Blessin, who lauded Mohya's attacking abilities. "His ability to relieve pressure in one-on-one situations is crucial."
#stuttgart #year #season
12 days ago
Bo Bichette's decision to opt into a second year with the Mets was not a surprise to anyone in the organization. He had one of the worst statistical seasons of his career offensively – not exactly the kind of year players try to ride into free agency. He spoke glowingly of new manager Andy Green. And he seemed to find comfort in the clubhouse and on the New York stage – as if he had arrived with something to prove and finally remembered he was capable of proving it.
But while the Mets have expected for several weeks now that Bichette would be back, his return nevertheless qualifies as crucial to their offseason. With Bichette, the Mets lineup in 2027 will include all the key components of a group that posted the fifth-best OPS in the majors after August 1… even with Juan Soto injured for part of that time.
The top of the order looked versatile and energetic when Francisco Lindor was healthy and leading off and Soto was healthy and hitting second and Bichette was behind them, putting the ball in play with Carson Benge there to drive everyone in. Bichette's return means the Mets can build on the offense they unearthed late last year, rather than having to reconfigure it.
But because Bichette's decision was not a surprise, expectations for the Mets season should not pivot because of it. They still need, and plan to pursue, starting pitching. They will still explore options to upgrade offensively at first base, though exactly how high they will aim – and how much money or prospect capital they are willing to spend there – remains unclear.
And they still seem likely to give one of their infield prospects a chance somewhere in the majors next season. With Bichette back, the most obvious place for a prospect to elbow in would be second, though because Bichette has also played second base, the Mets could make room for a prospect at third.
#prospect
But while the Mets have expected for several weeks now that Bichette would be back, his return nevertheless qualifies as crucial to their offseason. With Bichette, the Mets lineup in 2027 will include all the key components of a group that posted the fifth-best OPS in the majors after August 1… even with Juan Soto injured for part of that time.
The top of the order looked versatile and energetic when Francisco Lindor was healthy and leading off and Soto was healthy and hitting second and Bichette was behind them, putting the ball in play with Carson Benge there to drive everyone in. Bichette's return means the Mets can build on the offense they unearthed late last year, rather than having to reconfigure it.
But because Bichette's decision was not a surprise, expectations for the Mets season should not pivot because of it. They still need, and plan to pursue, starting pitching. They will still explore options to upgrade offensively at first base, though exactly how high they will aim – and how much money or prospect capital they are willing to spend there – remains unclear.
And they still seem likely to give one of their infield prospects a chance somewhere in the majors next season. With Bichette back, the most obvious place for a prospect to elbow in would be second, though because Bichette has also played second base, the Mets could make room for a prospect at third.
#prospect
12 days ago
Ex-player issues Masyn Winn demand to Cardinals appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
St. Louis Cardinals shortstop Masyn Winn features a high ceiling. Winn earned a Gold Glove in 2025. He displayed offensive potential as well, but in 2026 Winn hit just .232 with a .625 OPS. Former MLB star pitcher Lance Lynn isn't placing all of the blame on Winn for his offensive struggles, though. Lynn believes the Cardinals need to make a lineup adjustment next season.
"If you do not put Masyn Winn in the top of the lineup to do what Masyn Winn is capable of, you keep putting him in a hole," Lynn said, via Cardinal Territory. "You gotta free him up… Last year, when you put him in the three hole, you just put him in a spot to just not be successful. I don't know how else to say it. When you put him in the nine hole, it's kind of disrespectful to his talent."
It's an intriguing take. The Cardinals could certainly try putting Winn at the top of the lineup and see what happens. Perhaps it could lead to him finding more overall offensive consistency.
Watch sports LIVE with fuboTV (free trial)
#winn #masyn
St. Louis Cardinals shortstop Masyn Winn features a high ceiling. Winn earned a Gold Glove in 2025. He displayed offensive potential as well, but in 2026 Winn hit just .232 with a .625 OPS. Former MLB star pitcher Lance Lynn isn't placing all of the blame on Winn for his offensive struggles, though. Lynn believes the Cardinals need to make a lineup adjustment next season.
"If you do not put Masyn Winn in the top of the lineup to do what Masyn Winn is capable of, you keep putting him in a hole," Lynn said, via Cardinal Territory. "You gotta free him up… Last year, when you put him in the three hole, you just put him in a spot to just not be successful. I don't know how else to say it. When you put him in the nine hole, it's kind of disrespectful to his talent."
It's an intriguing take. The Cardinals could certainly try putting Winn at the top of the lineup and see what happens. Perhaps it could lead to him finding more overall offensive consistency.
Watch sports LIVE with fuboTV (free trial)
#winn #masyn
23 days ago
Travis Hunter made himself known on both ends of the field during the Jacksonville Jaguars' game against the Houston Texans.
Although the Jaguars suffered a 34-31 loss against the Texans, Hunter showed why he is capable of playing on offence and defence in the NFL, as he had a receiving touchdown in the fourth quarter and on the very next defensive possession, the 23-year-old intercepted a pass by C.J. Stroud.
Hunter finished the game with four receptions for 59 yards and 1 TD, while on the defensive end, he had three tackles and the crucial interception that gave the Jaguars hope to win the game.
They entered the fourth quarter down by 10, but with Hunter's two big plays, the Jags managed to tie the score. In the end, the Texans took the victory with the help of a 49-yard field-goal from Ka'imi Fairbairn on the final possession.
This was the Jaguars' second loss of the season, but fans were excited to see the two-way star Travis Hunter shine for the team.
#field #fourth #quarter #defensive
Although the Jaguars suffered a 34-31 loss against the Texans, Hunter showed why he is capable of playing on offence and defence in the NFL, as he had a receiving touchdown in the fourth quarter and on the very next defensive possession, the 23-year-old intercepted a pass by C.J. Stroud.
Hunter finished the game with four receptions for 59 yards and 1 TD, while on the defensive end, he had three tackles and the crucial interception that gave the Jaguars hope to win the game.
They entered the fourth quarter down by 10, but with Hunter's two big plays, the Jags managed to tie the score. In the end, the Texans took the victory with the help of a 49-yard field-goal from Ka'imi Fairbairn on the final possession.
This was the Jaguars' second loss of the season, but fans were excited to see the two-way star Travis Hunter shine for the team.
#field #fourth #quarter #defensive
23 days ago
Lazio stunned Juventus with a 3-0 victory at the Allianz Stadium yesterday, exposing the work still required for the Bianconeri to find consistency. The defeat was a major setback for Juventus, who had hoped to build on their late victory against Celta Vigo and deliver another strong performance in front of their home supporters.
Juventus were expected to be the stronger side after their European success, but they struggled to maintain their momentum. Without Luciano Spalletti on the touchline to direct the team, the Bianconeri found it difficult to control the contest and prevent Lazio from taking advantage of their opportunities.
Unlike in some of their recent matches, Juventus began with plenty of energy and intent. However, Lazio matched their intensity, making the opening stages an open and frantic contest in which both teams looked capable of creating danger.
Randal Kolo Muani appeared to have given Juventus the lead when he found the net, but his effort was ruled out for offside. Lazio then took their opportunity through Oliver Provstgaard, whose goal stood and put the visitors ahead.
Juventus gradually lost their momentum as the first half progressed, allowing Lazio to take greater control of the match. The home side struggled to regain the initiative, leaving them with plenty to address at the interval as they searched for a way back into the contest.
#home #side #struggled
Juventus were expected to be the stronger side after their European success, but they struggled to maintain their momentum. Without Luciano Spalletti on the touchline to direct the team, the Bianconeri found it difficult to control the contest and prevent Lazio from taking advantage of their opportunities.
Unlike in some of their recent matches, Juventus began with plenty of energy and intent. However, Lazio matched their intensity, making the opening stages an open and frantic contest in which both teams looked capable of creating danger.
Randal Kolo Muani appeared to have given Juventus the lead when he found the net, but his effort was ruled out for offside. Lazio then took their opportunity through Oliver Provstgaard, whose goal stood and put the visitors ahead.
Juventus gradually lost their momentum as the first half progressed, allowing Lazio to take greater control of the match. The home side struggled to regain the initiative, leaving them with plenty to address at the interval as they searched for a way back into the contest.
#home #side #struggled
1 month ago
Saldaña says her 30s brought self-discovery with her mental health journey after a difficult period in her 20s
She partnered with Lancôme and the Anxiety and Depression ******* ociation of America for the "I'm Fine" campaign ahead of World Mental Health Day
The actress urges women to seek support, noting many hide their feelings by saying they are fine
For Zoe Saldaña, there have always been ups and downs when it comes to dealing with her mental health.
"I think it comes in waves," the 48-year-old tells PEOPLE. "There are seasons where I feel ahead of it and I feel capable. And then there are times where I fall behind because I'm tired or really stressed. It's life. Life tends to either get ahead of you or be behind you, and I'm always trying to kind of read the room, you know?"
#Health #ahead #fine #comes
She partnered with Lancôme and the Anxiety and Depression ******* ociation of America for the "I'm Fine" campaign ahead of World Mental Health Day
The actress urges women to seek support, noting many hide their feelings by saying they are fine
For Zoe Saldaña, there have always been ups and downs when it comes to dealing with her mental health.
"I think it comes in waves," the 48-year-old tells PEOPLE. "There are seasons where I feel ahead of it and I feel capable. And then there are times where I fall behind because I'm tired or really stressed. It's life. Life tends to either get ahead of you or be behind you, and I'm always trying to kind of read the room, you know?"
#Health #ahead #fine #comes
1 month ago
Matthew Lillard answered, "No. Not really," when asked whether he feels valued by Hollywood as an artist. The 56-year-old was speaking with Tommy DiDario on the Oct. 6 episode of I've Never Said This Before.
In an excerpt shared exclusively with PEOPLE, the Scream and Scooby-Doo actor said colleagues who have worked with him recognize what he brings to a production. He described trying to keep the atmosphere on set light while remaining dedicated to the work.
At conventions, he sees older and younger admirers waiting in long lines to meet him. He believes Hollywood underestimates that audience and said he takes pride in the connection he has built with fans.
Lillard emphasized that he is grateful to be approaching 40 years in the business. He said his frustrations were harder to live with when he was younger, when he was more impatient for a chance to move up.
Lillard described himself as quirky, gangly and energetic, capable of broad comedy and serious dramatic work. He said casting decision-makers are more comfortable with performers who fit a recognizable movie-star image, while his combination of qualities has made him harder to place.
#lillard
In an excerpt shared exclusively with PEOPLE, the Scream and Scooby-Doo actor said colleagues who have worked with him recognize what he brings to a production. He described trying to keep the atmosphere on set light while remaining dedicated to the work.
At conventions, he sees older and younger admirers waiting in long lines to meet him. He believes Hollywood underestimates that audience and said he takes pride in the connection he has built with fans.
Lillard emphasized that he is grateful to be approaching 40 years in the business. He said his frustrations were harder to live with when he was younger, when he was more impatient for a chance to move up.
Lillard described himself as quirky, gangly and energetic, capable of broad comedy and serious dramatic work. He said casting decision-makers are more comfortable with performers who fit a recognizable movie-star image, while his combination of qualities has made him harder to place.
#lillard
1 month ago
The lawyer for the woman who alleges she was raped at a Cornell University fraternity house says she is "not doing well" as she finds herself "under siege" from online sleuths seeking to identity her.
Thomas Giuffra said the woman known in legal documents as Jane Doe was "incapable of consent" because she was "completely, grossly intoxicated" when she turned up at the home where she says the ***** ault took place.
The woman alleges she was ***** aulted by seven men at the campus in Ithaca, New York, in 2024.
No charges were initially filed in the case. It has reopened since she filed a civil lawsuit that thrust the claims into the national spotlight, reigniting the possibility of criminal charges.
In an interview on Friday with CNN, Giuffra said: "She's under siege on social media where people are trying to identify her."
#woman #university #jane
Thomas Giuffra said the woman known in legal documents as Jane Doe was "incapable of consent" because she was "completely, grossly intoxicated" when she turned up at the home where she says the ***** ault took place.
The woman alleges she was ***** aulted by seven men at the campus in Ithaca, New York, in 2024.
No charges were initially filed in the case. It has reopened since she filed a civil lawsuit that thrust the claims into the national spotlight, reigniting the possibility of criminal charges.
In an interview on Friday with CNN, Giuffra said: "She's under siege on social media where people are trying to identify her."
#woman #university #jane
1 month ago
Puerto Rico is getting ready for one of the biggest nights in Miss Universe history, and now fans are getting their first look at the stage where the next queen will be crowned. The Miss Universe Organization has revealed the stage for the 75th anniversary competition, set for November 24, 2026, at the Coliseo de Puerto Rico José Miguel Agrelot in San Juan.
And this isn't being designed as your typical pageant stage. The futuristic set will feature moving scenic elements, 3D graphics, and advanced lighting and video systems capable of transforming the ***** e throughout the competition. The organization presented the stage concept on September 30, giving fans an early glimpse at the massive production planned for the milestone edition.
Miss Universe 2026 stage revealed: Organization is going big on 75th anniversary (@ Miss Universe)
The reveal is also making clear that Miss Universe is treating its return to Puerto Rico as much more than another final.
One of the most interesting details about the Miss Universe 2026 stage is that it isn't meant to have just one look. The set has been designed to transform as the show progresses.
#stage
And this isn't being designed as your typical pageant stage. The futuristic set will feature moving scenic elements, 3D graphics, and advanced lighting and video systems capable of transforming the ***** e throughout the competition. The organization presented the stage concept on September 30, giving fans an early glimpse at the massive production planned for the milestone edition.
Miss Universe 2026 stage revealed: Organization is going big on 75th anniversary (@ Miss Universe)
The reveal is also making clear that Miss Universe is treating its return to Puerto Rico as much more than another final.
One of the most interesting details about the Miss Universe 2026 stage is that it isn't meant to have just one look. The set has been designed to transform as the show progresses.
#stage
1 month ago
Christopher French is speaking publicly for the first time about the fallout from Ashley Tisdale's viral essay about leaving what she called a "toxic mom group."
Speaking to Page Six, French said he and Tisdale are "doing fine" nine months after the essay set off speculation about her former circle of friends. "She's a super smart, capable person, and she knows what she's doing and that's part of what I love about her," he said.
French said supporting his wife did not mean stepping into the dispute or speaking for her. He trusted Tisdale to decide which relationships were right for her and how she wanted to handle them.
His comments arrive as the couple is discussing a different period of their marriage publicly through French's new Recovering podcast, where Tisdale opened up about postpartum depression after the birth of their first daughter.
French said he had "no problem supporting my wife completely" while leaving her interpersonal relationships for her to manage.
#speaking
Speaking to Page Six, French said he and Tisdale are "doing fine" nine months after the essay set off speculation about her former circle of friends. "She's a super smart, capable person, and she knows what she's doing and that's part of what I love about her," he said.
French said supporting his wife did not mean stepping into the dispute or speaking for her. He trusted Tisdale to decide which relationships were right for her and how she wanted to handle them.
His comments arrive as the couple is discussing a different period of their marriage publicly through French's new Recovering podcast, where Tisdale opened up about postpartum depression after the birth of their first daughter.
French said he had "no problem supporting my wife completely" while leaving her interpersonal relationships for her to manage.
#speaking
1 month ago
Airport security employees checking boarding passes and IDs will no longer be allowed to sit down while working, the Transportation Security Administration confirmed Tuesday.
All chairs are being removed from the travel document checker podiums at the entrance to checkpoints nationwide, the union representing the screeners said. The American Federation of Government Employees TSA Council 100 said it found out about the decision from its members and called it a “disregard for workers rights and safety.”
TSA defended the move, saying the document checkers are the first to interact with the traveling public and requiring them to stand will create a better experience for passengers.
“This welcome change reinforces both our security posture and our commitment to hospitality by having these officers on their feet and alert,” the agency said in a statement. “All officers must meet fitness for duty requirements to be capable of performing their vital national security function while simultaneously creating a welcoming and professional environment for travelers.”
The move comes nearly two months after TSA Administrator David ******* mins was confirmed to lead the agency.
#security #confirmed #document
All chairs are being removed from the travel document checker podiums at the entrance to checkpoints nationwide, the union representing the screeners said. The American Federation of Government Employees TSA Council 100 said it found out about the decision from its members and called it a “disregard for workers rights and safety.”
TSA defended the move, saying the document checkers are the first to interact with the traveling public and requiring them to stand will create a better experience for passengers.
“This welcome change reinforces both our security posture and our commitment to hospitality by having these officers on their feet and alert,” the agency said in a statement. “All officers must meet fitness for duty requirements to be capable of performing their vital national security function while simultaneously creating a welcoming and professional environment for travelers.”
The move comes nearly two months after TSA Administrator David ******* mins was confirmed to lead the agency.
#security #confirmed #document
2 months ago
On September 9, 2026, Casey's General Stores, Inc. (NASDAQ:CASY) reported fiscal first-quarter revenue of $5.68 billion, up 24.3% year over year, and earnings per share of $7.37, beating the $6.78 ******* yst consensus. Yet shares fell roughly 10-15% after same-store sales grew just 3.2%, below the 3.8% Wall Street had expected.
CEO Darren Rebelez described a "volatile" fuel environment during the quarter. Same-store fuel gallons sold declined 0.3% as elevated prices pushed customers toward fewer gallons per visit, more frequent trips, and cheaper fuel grades.
Fuel profitability more than offset softer gallon volumes. Fuel gross profit jumped 19.6% to $446.9 million as the fuel margin expanded to 47.8 cents per gallon from 41.0 cents a year earlier. It shows Casey's General Stores, Inc. (NASDAQ:CASY)'s pricing discipline can protect profitability even when customers buy fewer gallons. Prepared food added another source of margin strength, with same-store sales rising 4.8% and margins expanding to 59.3% from 58.0%.
Strong earnings growth gives Casey's a solid start to fiscal 2027. EBITDA grew 17.1% to $485.1 million, while net income rose 27.1% to $273.7 million. It shows that Casey's can grow earnings despite softer same-store sales. The firm also delivered $5.68 billion of revenue, up 24% year over year and above the $5.56 billion ******* yst estimate. It gives investors evidence that the overall business remains capable of producing strong growth.
Casey's is expanding its store base and integrating Fikes. The business said the Fikes integration remains ahead of schedule and maintained its plan to open at least 120 stores in fiscal 2027 through construction and acquisitions. Ongoing unit growth can expand Casey's geographic reach, increase purchasing scale, and support long-term revenue growth even if mature-store sales remain uneven.
#fuel #revenue
CEO Darren Rebelez described a "volatile" fuel environment during the quarter. Same-store fuel gallons sold declined 0.3% as elevated prices pushed customers toward fewer gallons per visit, more frequent trips, and cheaper fuel grades.
Fuel profitability more than offset softer gallon volumes. Fuel gross profit jumped 19.6% to $446.9 million as the fuel margin expanded to 47.8 cents per gallon from 41.0 cents a year earlier. It shows Casey's General Stores, Inc. (NASDAQ:CASY)'s pricing discipline can protect profitability even when customers buy fewer gallons. Prepared food added another source of margin strength, with same-store sales rising 4.8% and margins expanding to 59.3% from 58.0%.
Strong earnings growth gives Casey's a solid start to fiscal 2027. EBITDA grew 17.1% to $485.1 million, while net income rose 27.1% to $273.7 million. It shows that Casey's can grow earnings despite softer same-store sales. The firm also delivered $5.68 billion of revenue, up 24% year over year and above the $5.56 billion ******* yst estimate. It gives investors evidence that the overall business remains capable of producing strong growth.
Casey's is expanding its store base and integrating Fikes. The business said the Fikes integration remains ahead of schedule and maintained its plan to open at least 120 stores in fiscal 2027 through construction and acquisitions. Ongoing unit growth can expand Casey's geographic reach, increase purchasing scale, and support long-term revenue growth even if mature-store sales remain uneven.
#fuel #revenue
2 months ago
A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela's state-owned PDVSA, potentially marking its return to the country almost two decades after its ***** ets were nationalized. According to Reuters, Exxon has shown interest in the large Petromonagas heavy oil project in the Orinoco Belt, as well as in areas in the neighboring Carabobo block.
While the talks are still in their preliminary phase and could still fall apart or be delayed, they mark a major turnaround from Exxon's previous stance on Venezuela. The company's CEO, Darren Woods, stated in January that the country was "uninvestable" without durable investment protections, legal reforms, and changes to its hydrocarbon laws.
The development comes amid a broader push by the Trump administration to open Venezuela's oil industry to American companies and revive the country's dilapidated oil infrastructure. The South American nation is sitting on the largest proven crude oil reserves in the world, accounting for roughly 17% of the global total.
Venezuela could provide Exxon with access to an enormous resource base at a time when the company is actively seeking low-cost and long-duration ***** ets. The fields under consideration are estimated to contain more than 50 billion barrels of oil buried underground.
Exxon already holds an advantage through its previous experience in the country. Petromonagas, formerly called Cerro Negro, was once the energy firm's flagship project in Venezuela, giving it familiarity with the country's vast heavy and extra-heavy crude resources. Petromonagas also remains one of the few Venezuelan projects with an operational upgrader capable of turning the Orinoco's extra-heavy crude into lighter exportable grades.
#heavy #project
While the talks are still in their preliminary phase and could still fall apart or be delayed, they mark a major turnaround from Exxon's previous stance on Venezuela. The company's CEO, Darren Woods, stated in January that the country was "uninvestable" without durable investment protections, legal reforms, and changes to its hydrocarbon laws.
The development comes amid a broader push by the Trump administration to open Venezuela's oil industry to American companies and revive the country's dilapidated oil infrastructure. The South American nation is sitting on the largest proven crude oil reserves in the world, accounting for roughly 17% of the global total.
Venezuela could provide Exxon with access to an enormous resource base at a time when the company is actively seeking low-cost and long-duration ***** ets. The fields under consideration are estimated to contain more than 50 billion barrels of oil buried underground.
Exxon already holds an advantage through its previous experience in the country. Petromonagas, formerly called Cerro Negro, was once the energy firm's flagship project in Venezuela, giving it familiarity with the country's vast heavy and extra-heavy crude resources. Petromonagas also remains one of the few Venezuelan projects with an operational upgrader capable of turning the Orinoco's extra-heavy crude into lighter exportable grades.
#heavy #project
2 months ago
For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA's high-power and expensive AI chips. Anthropic CEO Dario Amodei's latest remarks about the need to slow down AI development due to safety concerns have generated quite a buzz, and Cramer discussed what Broadcom Inc. (NASDAQ:AVGO)'s CEO told him when asked about AI infrastructure development losing traction:
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
2 months ago
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The CEO of Anthropic, one of the most valuable pure-play AI companies in the world, has some reservations about AI.
In a post (1) to his personal website, Anthropic CEO Dario Amodei called for companies to slow the development of increasingly capable AI models so safety measures can catch up. After listing some of the potential future benefits of AI — including his belief that it could "cure most major diseases" — Amodei acknowledged that it also "brings risks."
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
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
#anthropic #amodei #Companies #moneywise
The CEO of Anthropic, one of the most valuable pure-play AI companies in the world, has some reservations about AI.
In a post (1) to his personal website, Anthropic CEO Dario Amodei called for companies to slow the development of increasingly capable AI models so safety measures can catch up. After listing some of the potential future benefits of AI — including his belief that it could "cure most major diseases" — Amodei acknowledged that it also "brings risks."
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
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
#anthropic #amodei #Companies #moneywise
2 months ago
Wall Street spent years debating whether crypto deserved a place inside the financial system.
Franklin Templeton increasingly thinks that debate has it backwards. The more important question may be how much of the existing financial system eventually starts behaving like crypto.
For Chris Perkins, head of Franklin Crypto, the shift is already underway.
"Every institution is integrating blockchain technology in one way, shape or form," Perkins told Coinage. "Market structure is changing overnight. We will be in an era of 24-seven markets. If you're not 24-seven capable, you'll be left behind and someone else is going to eat your lunch."
That is a notably aggressive prediction coming from Franklin Templeton, one of the world's largest traditional ***** et managers. But Franklin has increasingly been putting money behind that conviction, too.
#franklin #Crypto #seven #behind
Franklin Templeton increasingly thinks that debate has it backwards. The more important question may be how much of the existing financial system eventually starts behaving like crypto.
For Chris Perkins, head of Franklin Crypto, the shift is already underway.
"Every institution is integrating blockchain technology in one way, shape or form," Perkins told Coinage. "Market structure is changing overnight. We will be in an era of 24-seven markets. If you're not 24-seven capable, you'll be left behind and someone else is going to eat your lunch."
That is a notably aggressive prediction coming from Franklin Templeton, one of the world's largest traditional ***** et managers. But Franklin has increasingly been putting money behind that conviction, too.
#franklin #Crypto #seven #behind
2 months ago
Even before we go deeper, I want to be upfront about this. I think Dario Amodei's concerns about the pace of artificial intelligence (AI) development deserve to be taken seriously.
As the CEO of Anthropic, one of the companies building this technology, he has a front-row view of where AI is heading. That alone gives his warnings a perspective most of us don't have.
Dario Amodei published an essay **** led "We Must Pace the Frontier" on Sep. 12, 2026, calling for an intentional slowdown in advanced AI development.
He received remarkable support. OpenAI CEO Sam Altman endorsed it. Elon Musk said Amodei was "right." Even competitors in a fiercely competitive industry agreed that independent evaluators made sense.
This has been a primary topic of discussion for some time. I also think that if AI development continues at its current pace without safeguards, there is a real risk that we could eventually confront the darker side of what the technology is capable of doing.
Yes, of course, the potential benefits are enormous, but so are the consequences if its risks outpace our ability to manage them.
#pace #dario #anthropic #must
As the CEO of Anthropic, one of the companies building this technology, he has a front-row view of where AI is heading. That alone gives his warnings a perspective most of us don't have.
Dario Amodei published an essay **** led "We Must Pace the Frontier" on Sep. 12, 2026, calling for an intentional slowdown in advanced AI development.
He received remarkable support. OpenAI CEO Sam Altman endorsed it. Elon Musk said Amodei was "right." Even competitors in a fiercely competitive industry agreed that independent evaluators made sense.
This has been a primary topic of discussion for some time. I also think that if AI development continues at its current pace without safeguards, there is a real risk that we could eventually confront the darker side of what the technology is capable of doing.
Yes, of course, the potential benefits are enormous, but so are the consequences if its risks outpace our ability to manage them.
#pace #dario #anthropic #must
2 months ago
Illustration: Sarah Grillo/Axios. Stock: Getty Images
OpenAI on Wednesday disclosed six new incidents in which its models concealed mistakes, sought unauthorized credentials, uploaded files to the public internet or communicated across supposedly isolated training environments.
Why it matters: It's increasingly clear that the Hugging Face breach wasn't a one-off incident, as AI models become more capable of finding unexpected ways to work around the guardrails meant to contain them.
#illustration #grillo #axios #openai
OpenAI on Wednesday disclosed six new incidents in which its models concealed mistakes, sought unauthorized credentials, uploaded files to the public internet or communicated across supposedly isolated training environments.
Why it matters: It's increasingly clear that the Hugging Face breach wasn't a one-off incident, as AI models become more capable of finding unexpected ways to work around the guardrails meant to contain them.
#illustration #grillo #axios #openai
2 months ago
CrowdStrike (CRWD) shares closed higher on Monday after tech leaders, including Dario Amodei, Sam Altman, and Elon Musk, warned artificial intelligence (AI) capabilities are advancing faster than safety guardrails. The stock's upward momentum has continued on Tuesday.
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
#crowdstrike #crwd #elon #goldman
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
#crowdstrike #crwd #elon #goldman
2 months ago
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the "Fidelity Dividend Growth Fund". The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned 17.05% in the quarter, outperforming the S&P 500 Index, which gained 15.20%. U.S. stocks experienced significant gains in Q2, driven by increased spending on artificial intelligence. Technology stocks gained 31.79%, mainly driven by semiconductor companies, while the index faced a slight decline in June as investors considered the sustainability of AI-related profits amidst rising interest rates. Despite recent turbulence from the Middle East conflict, the fund remains optimistic about key investment themes, particularly in artificial intelligence. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund highlighted Seagate Technology Holdings plc (NASDAQ:STX) as a notable performance contributor. Seagate Technology Holdings plc (NASDAQ:STX) is a data storage company providing data storage technology and infrastructure solutions. On September 14, 2026, Seagate Technology Holdings plc (NASDAQ:STX) closed at $805.55 per share. Over the past month, Seagate Technology Holdings plc (NASDAQ:STX) declined 10.86%, but its shares are up 281.54% over the past year. Seagate Technology Holdings plc (NASDAQ:STX) has a market capitalization of $183.18 billion, and its stock has traded within a 52-week range of $206.26 to $1,145.00.
Fidelity Dividend Growth Fund stated the following regarding Seagate Technology Holdings plc (NASDAQ:STX) in its Q2 2026 investor letter:
"Shares of Seagate Technology Holdings plc (NASDAQ:STX) gained about 147% the past three months. Seagate is one of the world's largest producers of digital storage and, along with Western Digital, one of two dominant makers of hard-disk drives. Exploding demand for HDDs used in AI capable data centers has led to surging sales and strong pricing power for the company. In its most recent quarterly filing in April, Seagate reported revenue, earnings and profitability that all exceeded consensus expectations, while raising financial guidance."
Seagate Technology Holdings plc (NASDAQ:STX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 131 hedge fund portfolios held Seagate Technology Holdings plc (NASDAQ:STX) at the end of the second quarter, compared to 93 in the previous quarter. While we acknowledge the potential of Seagate Technology Holdings plc (NASDAQ:STX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly f
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund highlighted Seagate Technology Holdings plc (NASDAQ:STX) as a notable performance contributor. Seagate Technology Holdings plc (NASDAQ:STX) is a data storage company providing data storage technology and infrastructure solutions. On September 14, 2026, Seagate Technology Holdings plc (NASDAQ:STX) closed at $805.55 per share. Over the past month, Seagate Technology Holdings plc (NASDAQ:STX) declined 10.86%, but its shares are up 281.54% over the past year. Seagate Technology Holdings plc (NASDAQ:STX) has a market capitalization of $183.18 billion, and its stock has traded within a 52-week range of $206.26 to $1,145.00.
Fidelity Dividend Growth Fund stated the following regarding Seagate Technology Holdings plc (NASDAQ:STX) in its Q2 2026 investor letter:
"Shares of Seagate Technology Holdings plc (NASDAQ:STX) gained about 147% the past three months. Seagate is one of the world's largest producers of digital storage and, along with Western Digital, one of two dominant makers of hard-disk drives. Exploding demand for HDDs used in AI capable data centers has led to surging sales and strong pricing power for the company. In its most recent quarterly filing in April, Seagate reported revenue, earnings and profitability that all exceeded consensus expectations, while raising financial guidance."
Seagate Technology Holdings plc (NASDAQ:STX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 131 hedge fund portfolios held Seagate Technology Holdings plc (NASDAQ:STX) at the end of the second quarter, compared to 93 in the previous quarter. While we acknowledge the potential of Seagate Technology Holdings plc (NASDAQ:STX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly f
2 months ago
BioNTech SE (NASDAQ:BNTX) reported that its investigational lung-cancer drug gotistobart produced a clinically meaningful overall-survival benefit in the Phase 3 PRESERVE-003 trial in patients with metastatic squamous non-small cell lung cancer whose disease had progressed after prior immunotherapy and chemotherapy. Reuters said gotistobart nearly doubled survival compared with standard-of-care chemotherapy, strengthening the case for the drug as a potential chemotherapy-free treatment in a population with significant unmet need.
The result builds on earlier Stage 1 data, where gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival was not yet reached for gotistobart versus 9.95 months for docetaxel, while the 12-month progression-free survival rate was 25.2% versus 0%. BioNTech is now awaiting the pivotal Stage 2 readout, making the latest result important not only for the drug's approval prospects but also for the credibility of BioNTech's broader transition from a COVID-vaccine company toward a multi-product oncology business.
The strongest bullish argument is that gotistobart now has repeated evidence of a meaningful survival advantage in a difficult-to-treat lung-cancer population. The earlier Stage 1 dataset showed 55.6% of patients alive in the gotistobart arm versus 23.8% with docetaxel, alongside a 54% reduction in the risk of death. The latest Phase 3 update reinforces that signal rather than introducing an entirely new hypothesis. If the pivotal Stage 2 data confirm the benefit, BioNTech SE (NASDAQ:BNTX) could have a differentiated therapy capable of competing on survival rather than simply response rates, potentially supporting meaningful pricing power and a commercially attractive oncology franchise.
The result also strengthens BioNTech's broader oncology strategy because gotistobart is one piece of a much larger pipeline rather than a standalone bet. BioNTech says it has 14 ongoing pivotal trials and more than 10 novel combination programs, while its lung-cancer strategy spans more than 16 ongoing clinical trials and five Phase 3 programs. Gotistobart's success therefore provides validation for the company's immuno-oncology capabilities, while other ****** ets such as pumitamig and antibody-drug conjugates advance toward additional indications. BioNTech has identified 17+ late-stage or pivotal readouts through 2030+, creating the possibility that a successful gotistobart launch becomes the first major commercial proof point in its planned transition to a multi-product oncology company.
#stage #survival
The result builds on earlier Stage 1 data, where gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival was not yet reached for gotistobart versus 9.95 months for docetaxel, while the 12-month progression-free survival rate was 25.2% versus 0%. BioNTech is now awaiting the pivotal Stage 2 readout, making the latest result important not only for the drug's approval prospects but also for the credibility of BioNTech's broader transition from a COVID-vaccine company toward a multi-product oncology business.
The strongest bullish argument is that gotistobart now has repeated evidence of a meaningful survival advantage in a difficult-to-treat lung-cancer population. The earlier Stage 1 dataset showed 55.6% of patients alive in the gotistobart arm versus 23.8% with docetaxel, alongside a 54% reduction in the risk of death. The latest Phase 3 update reinforces that signal rather than introducing an entirely new hypothesis. If the pivotal Stage 2 data confirm the benefit, BioNTech SE (NASDAQ:BNTX) could have a differentiated therapy capable of competing on survival rather than simply response rates, potentially supporting meaningful pricing power and a commercially attractive oncology franchise.
The result also strengthens BioNTech's broader oncology strategy because gotistobart is one piece of a much larger pipeline rather than a standalone bet. BioNTech says it has 14 ongoing pivotal trials and more than 10 novel combination programs, while its lung-cancer strategy spans more than 16 ongoing clinical trials and five Phase 3 programs. Gotistobart's success therefore provides validation for the company's immuno-oncology capabilities, while other ****** ets such as pumitamig and antibody-drug conjugates advance toward additional indications. BioNTech has identified 17+ late-stage or pivotal readouts through 2030+, creating the possibility that a successful gotistobart launch becomes the first major commercial proof point in its planned transition to a multi-product oncology company.
#stage #survival
2 months ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
2 months ago
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the "Fidelity Dividend Growth Fund". The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned 17.05% in the quarter, outperforming the S&P 500 Index, which gained 15.20%. U.S. stocks experienced significant gains in Q2, driven by increased spending on artificial intelligence. Technology stocks gained 31.79%, mainly driven by semiconductor companies, while the index faced a slight decline in June as investors considered the sustainability of AI-related profits amidst rising interest rates. Despite recent turbulence from the Middle East conflict, the fund remains optimistic about key investment themes, particularly in artificial intelligence. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund highlighted Seagate Technology Holdings plc (NASDAQ:STX) as a notable performance contributor. Seagate Technology Holdings plc (NASDAQ:STX) is a data storage company providing data storage technology and infrastructure solutions. On September 14, 2026, Seagate Technology Holdings plc (NASDAQ:STX) closed at $805.55 per share. Over the past month, Seagate Technology Holdings plc (NASDAQ:STX) declined 10.86%, but its shares are up 281.54% over the past year. Seagate Technology Holdings plc (NASDAQ:STX) has a market capitalization of $183.18 billion, and its stock has traded within a 52-week range of $206.26 to $1,145.00.
Fidelity Dividend Growth Fund stated the following regarding Seagate Technology Holdings plc (NASDAQ:STX) in its Q2 2026 investor letter:
"Shares of Seagate Technology Holdings plc (NASDAQ:STX) gained about 147% the past three months. Seagate is one of the world's largest producers of digital storage and, along with Western Digital, one of two dominant makers of hard-disk drives. Exploding demand for HDDs used in AI capable data centers has led to surging sales and strong pricing power for the company. In its most recent quarterly filing in April, Seagate reported revenue, earnings and profitability that all exceeded consensus expectations, while raising financial guidance."
Seagate Technology Holdings plc (NASDAQ:STX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 131 hedge fund portfolios held Seagate Technology Holdings plc (NASDAQ:STX) at the end of the second quarter, compared to 93 in the previous quarter. While we acknowledge the potential of Seagate Technology Holdings plc (NASDAQ:STX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly f
In its second-quarter 2026 investor letter, Fidelity Dividend Growth Fund highlighted Seagate Technology Holdings plc (NASDAQ:STX) as a notable performance contributor. Seagate Technology Holdings plc (NASDAQ:STX) is a data storage company providing data storage technology and infrastructure solutions. On September 14, 2026, Seagate Technology Holdings plc (NASDAQ:STX) closed at $805.55 per share. Over the past month, Seagate Technology Holdings plc (NASDAQ:STX) declined 10.86%, but its shares are up 281.54% over the past year. Seagate Technology Holdings plc (NASDAQ:STX) has a market capitalization of $183.18 billion, and its stock has traded within a 52-week range of $206.26 to $1,145.00.
Fidelity Dividend Growth Fund stated the following regarding Seagate Technology Holdings plc (NASDAQ:STX) in its Q2 2026 investor letter:
"Shares of Seagate Technology Holdings plc (NASDAQ:STX) gained about 147% the past three months. Seagate is one of the world's largest producers of digital storage and, along with Western Digital, one of two dominant makers of hard-disk drives. Exploding demand for HDDs used in AI capable data centers has led to surging sales and strong pricing power for the company. In its most recent quarterly filing in April, Seagate reported revenue, earnings and profitability that all exceeded consensus expectations, while raising financial guidance."
Seagate Technology Holdings plc (NASDAQ:STX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 131 hedge fund portfolios held Seagate Technology Holdings plc (NASDAQ:STX) at the end of the second quarter, compared to 93 in the previous quarter. While we acknowledge the potential of Seagate Technology Holdings plc (NASDAQ:STX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly f
2 months ago
BioNTech SE (NASDAQ:BNTX) reported that its investigational lung-cancer drug gotistobart produced a clinically meaningful overall-survival benefit in the Phase 3 PRESERVE-003 trial in patients with metastatic squamous non-small cell lung cancer whose disease had progressed after prior immunotherapy and chemotherapy. Reuters said gotistobart nearly doubled survival compared with standard-of-care chemotherapy, strengthening the case for the drug as a potential chemotherapy-free treatment in a population with significant unmet need.
The result builds on earlier Stage 1 data, where gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival was not yet reached for gotistobart versus 9.95 months for docetaxel, while the 12-month progression-free survival rate was 25.2% versus 0%. BioNTech is now awaiting the pivotal Stage 2 readout, making the latest result important not only for the drug's approval prospects but also for the credibility of BioNTech's broader transition from a COVID-vaccine company toward a multi-product oncology business.
The strongest bullish argument is that gotistobart now has repeated evidence of a meaningful survival advantage in a difficult-to-treat lung-cancer population. The earlier Stage 1 dataset showed 55.6% of patients alive in the gotistobart arm versus 23.8% with docetaxel, alongside a 54% reduction in the risk of death. The latest Phase 3 update reinforces that signal rather than introducing an entirely new hypothesis. If the pivotal Stage 2 data confirm the benefit, BioNTech SE (NASDAQ:BNTX) could have a differentiated therapy capable of competing on survival rather than simply response rates, potentially supporting meaningful pricing power and a commercially attractive oncology franchise.
The result also strengthens BioNTech's broader oncology strategy because gotistobart is one piece of a much larger pipeline rather than a standalone bet. BioNTech says it has 14 ongoing pivotal trials and more than 10 novel combination programs, while its lung-cancer strategy spans more than 16 ongoing clinical trials and five Phase 3 programs. Gotistobart's success therefore provides validation for the company's immuno-oncology capabilities, while other ***** ets such as pumitamig and antibody-drug conjugates advance toward additional indications. BioNTech has identified 17+ late-stage or pivotal readouts through 2030+, creating the possibility that a successful gotistobart launch becomes the first major commercial proof point in its planned transition to a multi-product oncology company.
#biontech #survival
The result builds on earlier Stage 1 data, where gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival was not yet reached for gotistobart versus 9.95 months for docetaxel, while the 12-month progression-free survival rate was 25.2% versus 0%. BioNTech is now awaiting the pivotal Stage 2 readout, making the latest result important not only for the drug's approval prospects but also for the credibility of BioNTech's broader transition from a COVID-vaccine company toward a multi-product oncology business.
The strongest bullish argument is that gotistobart now has repeated evidence of a meaningful survival advantage in a difficult-to-treat lung-cancer population. The earlier Stage 1 dataset showed 55.6% of patients alive in the gotistobart arm versus 23.8% with docetaxel, alongside a 54% reduction in the risk of death. The latest Phase 3 update reinforces that signal rather than introducing an entirely new hypothesis. If the pivotal Stage 2 data confirm the benefit, BioNTech SE (NASDAQ:BNTX) could have a differentiated therapy capable of competing on survival rather than simply response rates, potentially supporting meaningful pricing power and a commercially attractive oncology franchise.
The result also strengthens BioNTech's broader oncology strategy because gotistobart is one piece of a much larger pipeline rather than a standalone bet. BioNTech says it has 14 ongoing pivotal trials and more than 10 novel combination programs, while its lung-cancer strategy spans more than 16 ongoing clinical trials and five Phase 3 programs. Gotistobart's success therefore provides validation for the company's immuno-oncology capabilities, while other ***** ets such as pumitamig and antibody-drug conjugates advance toward additional indications. BioNTech has identified 17+ late-stage or pivotal readouts through 2030+, creating the possibility that a successful gotistobart launch becomes the first major commercial proof point in its planned transition to a multi-product oncology company.
#biontech #survival
2 months ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
2 months ago
WASHINGTON (AP) — The United States has confirmed for the first time that it has deployed weapons in ******* e, a remarkable revelation after previous warnings about countries such as Russia possibly weaponizing a global frontier long agreed in treaties to be used for only peaceful purposes.
Air Force Secretary Troy Meink said Monday that the U.S. has fielded "on-orbit ******* e control weapons capable of defending the Joint Force against hostile adversary action."
Meink did not detail what the weapons were, how they work or if they were targeting other objects in ******* e or on Earth. The U.S. had warned two years ago that Russia was developing a new ******* e-based, anti-satellite weapon, though the White House said the danger wasn't imminent at the time.
But reports of the anti-satellite weapon reflected longstanding worries about ******* e threats from Russia and China, given that much U.S. infrastructure is dependent on satellite communications. The U.S. has also previously demonstrated its own abilities to shoot down satellites from Earth.
In his remarks to the Air and ******* e Forces ******* ociation's Air, ******* e & Cyber Conference, Meink also said the Air Force was adding more autonomous systems to its capabilities and predicted the service would look "radically different" by 2032. For example, he foresaw one-way attack drones replacing artillery as the "primary killer."
#space #earth
Air Force Secretary Troy Meink said Monday that the U.S. has fielded "on-orbit ******* e control weapons capable of defending the Joint Force against hostile adversary action."
Meink did not detail what the weapons were, how they work or if they were targeting other objects in ******* e or on Earth. The U.S. had warned two years ago that Russia was developing a new ******* e-based, anti-satellite weapon, though the White House said the danger wasn't imminent at the time.
But reports of the anti-satellite weapon reflected longstanding worries about ******* e threats from Russia and China, given that much U.S. infrastructure is dependent on satellite communications. The U.S. has also previously demonstrated its own abilities to shoot down satellites from Earth.
In his remarks to the Air and ******* e Forces ******* ociation's Air, ******* e & Cyber Conference, Meink also said the Air Force was adding more autonomous systems to its capabilities and predicted the service would look "radically different" by 2032. For example, he foresaw one-way attack drones replacing artillery as the "primary killer."
#space #earth
2 months ago
By Lucia Mutikani
WASHINGTON, Sept 16 (Reuters) - U.S. retail sales rebounded sharply in August as households boosted purchases of a range of goods while also spending more at restaurants and bars, reinforcing the economy's resilience even as consumers grow more anxious about high inflation.
The stronger-than-expected report from the Commerce Department on Wednesday prompted economists to upgrade their gross domestic product growth estimates for the third quarter. Together with other data on Wednesday showing a surge in import prices last month, strong demand sealed the argument for a widely anticipated interest rate increase from the Federal Reserve later in the day, economists said.
The reports followed data this month showing producer and consumer prices accelerated in August, while the labor market regained its poise after wobbling through much of summer.
"This reaffirms that the economy is more than capable of handling higher interest rates, providing the Fed plenty of scope to hike to get inflation under control," said Bradley Saunders, North America economist at Capital Economics.
#economists #data #month
WASHINGTON, Sept 16 (Reuters) - U.S. retail sales rebounded sharply in August as households boosted purchases of a range of goods while also spending more at restaurants and bars, reinforcing the economy's resilience even as consumers grow more anxious about high inflation.
The stronger-than-expected report from the Commerce Department on Wednesday prompted economists to upgrade their gross domestic product growth estimates for the third quarter. Together with other data on Wednesday showing a surge in import prices last month, strong demand sealed the argument for a widely anticipated interest rate increase from the Federal Reserve later in the day, economists said.
The reports followed data this month showing producer and consumer prices accelerated in August, while the labor market regained its poise after wobbling through much of summer.
"This reaffirms that the economy is more than capable of handling higher interest rates, providing the Fed plenty of scope to hike to get inflation under control," said Bradley Saunders, North America economist at Capital Economics.
#economists #data #month