WASHINGTON (AP) — The Trump administration is preparing to ramp up funding by hundreds of millions of dollars for programs designed to counter China's growing influence around the world, after it had put a halt to many of those initiatives last year during a flurry of budget and personnel cuts.
The administration notified Congress late last week that it intends to spend $175.8 million to replace outdated and aging undersea telecommunications cables in the Caribbean and Central America to prevent China from moving in. The ******* ociated Press obtained a copy of the notification on Monday.
The administration has expressed deep concern about China's activities in the Americas, pushing back on Chinese ownership of ports at either end of the Panama Canal, infrastructure projects funded by China's Belt and Road initiative in the region, and Chinese investment in the telecommunications sector.
A State Department official said China's economic activities in the Western Hemisphere pose risks to U.S. national security and prosperity. The official, who was not authorized to speak publicly to the subject and spoke on condition of anonymity, said China's offerings may seem cheaper but in the end wind up being more expensive due to cost overruns, hidden maintenance fees and poor performance.
The underseas cable funding appears to be part of a broader push to restore support for initiatives aimed at blunting Chinese influence globally that would cost many hundreds of millions of dollars more. That is even as President Donald Trump and Chinese leader Xi Jinping put on a show of cooperation and Xi prepares to visit the U.S. this fall.

#administration #millions

The EMA GARP Fund, managed by Equity Management ******* ociates, recently released its second-quarter investor letter for 2026. The letter can be downloaded here. The letter emphasizes that capital expenditures in artificial intelligence (AI) are driving growth and earnings, despite extreme valuations in the U.S. market, which resemble a bubble-like situation. It also discusses the impact of passive ETF flows, fiscal deficits, and inflationary policies. For the quarter, the Fund's value decreased by 20.00%, and it is down 21.96% for the first half of the year, even though AI and related growth stocks were prominent during Q2. Additionally, the firm identified precious metals miners as a potentially strong investment, noting that they are significantly undervalued and present substantial asymmetrical opportunities. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, EMA GARP Fund highlighted Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) is a Canadian precious metal mining company that engages in the acquisition, exploration, and advancement of mineral properties. On July 24, 2026, Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) closed at $5.63 per share, reflecting a market capitalization of $986.77 million. Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) posted a one-month return of -10.21%, while its shares gained 69.07% over the past 52 weeks.
EMA GARP Fund stated the following regarding Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) in its Q2 2026 investor update:
"The miners are way, way too cheap at present gold and silver prices. And their earnings outlook is robust at higher bullion prices given the substantial operating leverage. Miner industry profitability is as good as it's been at any point in the last 25 years. Two Miner Case Studies are outlined – Aris and Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Crazy cheap and massive asymmetry.
Avino Silver and Gold is a mid-tier producer of mostly silver with some gold and copper credits. They operate two mines which share one mill in Mexico's Durango Province, a generally safe area free of cartel activity. In calendar 2025, they produced 2.6 million silver equivalent ounces at an average cost (AISC) of $23.75/ounce. With an average silver selling price of $44.70 per ounce during the year their average margin was $20.95/ounce. So, at the mine operating level they had contribution of $54 million. After SG&A, EBITDA for 2025 was $28.5 million. However silver prices today ($60/ounce) are substantially above last year's average price and in Q1 of 2026 they had EBITDA of $20 million. Bloomberg ******* yst's consensus for 2026 EBITDA is $80 million. So, the Company is trading at 12.5x EBITDA…." (Click here to read the full text)

#silver #Gold #fund #letter

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

#micro #smci #billion #company

In a recent report, Tuttosport mentioned that Liverpool are showing interest in Juventus winger Francisco Conceicao. It has been mentioned that the Reds are prepared to launch a €50m move to sign the Portuguese wide player this off-season.
The 23-year-old managed to shine at times with his performances on the right side of Juventus' attack in the previous campaign. Conceicao scored four goals and picked up five ***** ists in 42 appearances for the Turin outfit last season on all fronts.
The Portuguese talent is currently among the most talented wide players in Serie A. Hence, it is no surprise that the Reds are hoping to sign him in this transfer window.
His current contract at the Turin club will expire in the summer of 2030, which could make it tough for Liverpool to land him on the cheap later this year.
TORONTO, ONTARIO – JULY 02: Francisco Conceicao #26 of Portugal reacts during the FIFA World Cup 2026 Round of 32 match between Portugal and Croatia at Toronto Stadium on July 02, 2026 in Toronto, Ontario. (Photo by Buda Mendes/Getty Images)

#Liverpool #portuguese #turin #ontario

The memory maker no longer leads with the cost-cutting story that once defined it, and the bet you own has changed under you.
If you bought Micron Technology (MU) for the company it used to describe, you may not own that company anymore. For years management sold a familiar story: a disciplined memory maker grinding its costs lower through a brutal boom-and-bust cycle. On its most recent earnings call, dated late June 2026, that language barely surfaced, and what management led with instead was contracts.
What Happened To The Get-Cheaper Story?
The old scorecard was costly. Here is how management framed fiscal 2025 on a 2024 call: "expect fiscal 2025 NAND cost reductions to be in the low-to-mid teens." That kind of cost-down guidance is absent from the latest call. Management now expects blended DRAM cost per bit to rise, not fall, as the product mix shifts toward pricier, higher-performance parts. The metric that once proved operating discipline has flipped direction, and management sounds untroubled by it.
So What Is Micron Selling Investors Now?

#management #cost #company

Three cryptocurrency investors filed a federal lawsuit against Apple (Nasdaq: AAPL) on July 24. They allege they lost a combined $1.8 million in Bitcoin through a fake wallet app listed on the App Store.
The complaint was filed in the U.S. District Court for the Northern District of California. It accuses Apple of failing to adequately review and monitor apps distributed through its platform.
Apple recently overtook Nvidia to become the world's largest public company by market capitalization. Its valuation stood at about $4.989 trillion at the time of writing.
Related: Cheaper Amazon cloud rival files for Chapter 11 bankruptcy
The plaintiffs said they trusted the fake app because Apple markets the App Store as:

#Apple #store #filed #Bitcoin

Liverpool's search for attacking reinforcements continues to dominate the transfer conversation, yet not every reported target has generated universal excitement. During the latest Media Matters podcast for Anfield Index, host Dave Davis was joined by Daily Mail journalist Lewis Steele, with much of the discussion centred on Liverpool's pursuit of attacking options and whether Chelsea winger Pedro Neto represents the right fit.
While Bradley Barcola remains Liverpool's priority, the conversation also examined reports linking the Reds with Chelsea's Portugal international. Steele's verdict was measured and refreshingly direct.
Dave Davis referenced reports from Steele's Daily Mail colleague Kieran Gill, noting that Liverpool and Manchester City had both been credited with interest in Chelsea forward Pedro Neto. Davis pointed out that Chelsea "wouldn't allow the winger to leave cheap", especially in a market where the values attached to players such as Bradley Barcola and Yan Diomande have continued to rise.
Steele confirmed the rumours have been circulating for some time.
"He is one of these names that keeps coming round and round."

#davis #daily #mail #barcola

Once upon a time (although it wasn't just once), the Braves used Carlos Carrasco in a close game. Ronald Acuña Jr. got injured in that game and ended up missing about six weeks of play. The use of Carrasco turned sinister, the Braves lost that game, and then ended up mired in a funk that lasted for a good chunk of Acuña's absence.
Tonight, Ronald Acuña Jr. made his return to the lineup. It could have been a triumphant time, building on the Braves' recent strong run of results. Instead, amid some rain and another indifferent outing from Martin Perez, the Braves opted to insert Connor Thomas, the "last guy" in their bullpen, into a tie game. It went south almost immediately, and then it kind of ran out south to go, as the Mets just pummeled Thomas into oblivion. To the Braves' credit, they let Thomas wear it and didn't use another pitcher, avoiding a double-down mistake of using Thomas to save the rest of the bullpen but then not actually saving the rest of the bullpen. (Jorge Mateo got the last out in lieu of Thomas, after the score had ballooned to 14-3 in favor of the Mets.)
Before all that, though, the game was pretty cool. In his first major league PA in a while, Acuña fell behind 0-2 against Zac Thornton, battled back to 3-2, and then teed off on a pitch down the middle, knocking it 108 mph to center for a solid single. Drake Baldwin followed followed with a hard liner single of his own, and the Braves seemed to be in business. Unfortunately, Matt Olson hit into a double play, but Ozzie Albies, as part of a measure of personal revenge for possibly a career-worst game on Sunday, legged out an infield hit to plate his buddy for the first run of the game.
Martin Perez did not have a shutdown first inning. A hard-hit grounder went for a leadoff hit, and then Francisco Lindor got his arms extended on a cutter on the edge away and nearly hit it out of the park. The play ended up being kind of weird, as it looked like it was just going to be a double, but the ball bounced far enough off the wall that Lindor ended up getting an RBI triple. But, Perez pachinko also cuts the other way, as a grounder to third, a strikeout, and flyout to center kept the game tied at one run apiece.
Nothing much happened in the second or the top of the third. In the bottom half of the inning, after a leadoff single, Lindor again took a Perez pitch on the outer edge, this time a changeup, and pulled it into left for a two-run homer. Perez was hitting his spots, but it didn't matter. That score didn't last long: after Olson drew a leadoff walk in the fourth, Albies victimized Thornton by crushing an elevated fastball for a definitive non-cheapie homer. Michael Harris II singled and it looked like the Braves might've solved Thornton, but that didn't end up being the case, as Mauricio Dubon popped out and Austin Riley hit into a double play.

#thomas #play #double #lindor

The Miami Dolphins sort of shocked some of their fans and ***** ysts when they went out and drafted three linebackers in this year's NFL Draft. Just this past week, they also extended one of their defensive captains in Jordyn Brooks after a phenomenal season. So, the Dolphins appear set at linebacker and that's even with Tyrel Dodson on the roster.
Which is why it wouldn't be shocking to see Dodson traded at some point as his name has come up in trade talks. If Jacob Rodriguez can perform in training camp and inspire some confidence, then the Dolphins should probably explore Dodson's trade value. While he won't command much, he is a cheap veteran option for a team in need.
You can check out that story here, and the rest of the day's round-up below.
The Miami Dolphins ended the trade speculation around one linebacker — but it may be time to wonder about another
The offseason was filled with trade speculation for Miami Dolphins star linebacker Jordyn Brooks. Is it time to speculate about another veteran linebacker being a trade piece?
2026 Miami Dolphins training camp preview – ESPN
The Miami Dolphins 2026 training camp runs from July 28 to Aug. 26 at the Baptist Health Training Complex in Miami Gardens, Florida.

#dolphins #brooks

Not every cheap stock is necessarily one worth owning. If you can find the right high-quality, high-yield tickers that are only temporarily beaten down, however, cheap stocks are actually bargains just waiting to be bought.
Here's a rundown of three dirt cheap dividend payers most investors are simply overlooking. That spells opportunity for you.
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 »
It's not too difficult to figure out why Novo Nordisk (NYSE: NVO) shares are down so much from their 2024 peak. The GLP-1 weight-loss drug race that it helped start has since turned incredibly competitive, so much so that Novo's now losing market share to rival Eli Lilly (NYSE: LLY) (and others) within a business it largely built, forcing price cuts. Investors are also concerned about the limited expansion of Wegovy's label in this environment.
More recently, Novo's decision to file a lawsuit against Lilly (claiming that its top competitor's GLP-1 drug's advertising is misleading) may be valid, but it also suggests a certain degree of concerning desperation. Never even mind the fact that 2026 is now being seen as a "reset" year far sooner than a reset should have been necessary for the company.

#cheap #flashing #high

LeBron James signed with the Philadelphia 76ers in free agency as he looks to chase another NBA ***** le before calling it a career. The 22-time All-Star took a significant pay cut to do so.
After making nearly $53 million with the Los Angeles Lakers last season, James accepted a two-year contract worth the veteran minimum. The decision allowed Philadelphia – which already has two of the NBA's eight highest-paid players for 2026-27 in Joel Embiid and Jaylen Brown – to be able to afford the 41-year-old superstar.
James' new deal with the 76ers will be worth just under $8 million over two years. He is set to make just under $3.9 million in the first year of his contract, which will mark the least he has earned during a single NBA season, coming in just short of the $4.02 million he made during his rookie season in 2003-04.
Just how cheap is James' deal for his first season in Philadelphia? A total of 292 NBA players will be making more than him during the upcoming 2026-27 NBA season, making James one of the best values league-wide.

#season #philadelphia

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 22, 2026, Salesforce, Inc. (NYSE:CRM) closed at $163.00 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 3.52%, and its shares lost 41.92% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $133.5 billion.
Montaka Global Investments stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"The It's Not About the SaaS: Why the market is wrong about Salesforce, Inc. (NYSE:CRM): Since the start of the recent SaaS selloff – which we explored in detail in Montaka's recent whitepaper – Salesforce's share price has halved. The market is now pricing in something like obsolescence for the world's dominant customer relationship management (CRM) platform.
This, in our view, represents a significant investment opportunity. The market's concern is two-fold. First, that AI makes software trivially cheap and easy to build – rendering vendors like Salesforce redundant. Second, that agents don't need software interfaces at all – they can interact directly with data and systems, making seat-based licences obsolete.

#montaka

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial that it affects the entire market cycle. Key factors include a 400% increase in memory demand due to AI, a slow supply response that takes years to catch up, and minimal demand destruction. The Fund's investment strategy focuses on essential infrastructure that maintains competitive advantages, rather than chasing speculative momentum. The firm emphasizes secular long-term growth, regardless of which AI technologies prevail. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brasada Capital Management highlighted Fastenal Company (NASDAQ:FAST). Fastenal Company (NASDAQ:FAST) is a leading industrial and construction supply distributor that offers fasteners, tools, safety equipment, and inventory management solutions. On July 22, 2026, Fastenal Company (NASDAQ:FAST) closed at $45.33 per share, reflecting a market capitalization of $52.02 billion. Fastenal Company (NASDAQ:FAST) posted a one-month return of -3.39%, while its shares lost 5.42% over the past 52 weeks.
Brasada Capital Management stated the following regarding Fastenal Company (NASDAQ:FAST) in its Q2 2026 investor update:
"Fastenal Company (NASDAQ:FAST) distributes a wide array of products including fasteners, tools, safety equipment, and janitorial supplies, but at its core Fastenal is an outsourced procurement and supply chain partner for the industrial sector, helping to seamlessly manage customer inventory. Fastenal embeds itself within its customers' operations through local branches, automated industrial vending machines, FASTBins equipped with RFID technology, and dedicated Onsite locations where full-time Fastenal employees work directly on the customer's manufacturing floor. By handling the complexities of sourcing and replenishment, Fastenal ensures parts are always available, allowing clients to focus on their core competencies without the risk of costly production delays caused by a missing screw.
What makes Fastenal a high-quality business is that their customers have come to depend on them for cheap, mission critical parts – any delay or having the wrong type of fastener in inventory can mean millions of dollars in costs for the manufacturers in the form of slowdowns, shutdowns, poor product quality, or recalls. If you're missing a $0.30 screw on a $10K or $10M machine, you're just not shipping that machine, and if you have too many of those screws laying around, you're likely wasting ***** e and money. As such, Fastenal commands premium pricing power, high returns on capital, and reoccurring revenue. On top of that, Fast

Russell 2000 ETF (IWM) is currently showing below average volatility with an IV Percentile of 13% and an IV Rank of 16.49%.
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
Oil's Surge Sparks Unusually Active Options Bets on Petrobras, Nike, Goldman Sachs and Other 120+ DTEs
Texas Instruments Generates Strong Free Cash Flow - But TXN Stock Looks Cheap to Value Buyers
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#risk

Usually, when a company files for bankruptcy, that filing follows obvious public struggles.
When it's a retailer, regular customers notice fewer staff members working and inventory gaps. A restaurant might have similar staffing issues while subbing out higher-quality ingredients for cheaper ones.
Employees and customers don't always see the warning signs, however.
Workers say that was the case for SouthPrint, which filed Chapter 7 bankruptcy and abruptly shut down earlier this year.
"A long-standing fixture of the Henry County business community has come to a sudden and staggering end. SouthPrint, Inc., located on Holly Drive, abruptly shuttered its operations on a recent Friday afternoon, leaving dozens of employees in a state of shock and disbelief," Star News TV shared.

#southprint #customers #chapter #county

BHF trades 6.6% below a signed $70 all-cash acquisition, while CNR carries unanimous buy ratings and 40% modeled upside ***** ysts aren't pricing in.
Einhorn's five longs share hard catalysts, cheap valuations, and out-of-consensus narratives the broader market still refuses to underwrite.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and PG&E didn't make the cut. Grab the names FREE today.
David Einhorn built his reputation shorting frauds and buying what no one else would touch. His latest 13F reads as a five-stock roadmap through merger arbitrage, coal, and utility power demand, and one of those names is already sitting 6.6% below a signed $70 all-cash acquisition price. Miss the setup and you're funding someone else's payday.
Brighthouse Financial (NASDAQ:BHF) sits directly on top of a signed deal. Aquarian Capital LLC is acquiring the company at $70.00 per share in an all-cash transaction valued at roughly $4.1 billion, expected to close in 2026 subject to regulatory approvals. That is a hard catalyst with a hard number, and the market is still pricing it well below the deal.

#below #Share

Nvidia CEO Jensen Huang said American companies should be free to use Chinese open-source artificial intelligence models, positioning himself against Trump administration officials and U.S. AI labs that have sought to restrict them.
"These Chinese models are excellent," Huang told Axios on Tuesday. "Open-source models that are excellent should be used." He said companies should "absolutely" be allowed to use them.
The remarks came as the release of Kimi K3, a model from Beijing-based Moonshot AI that combines near-frontier performance, lower prices, and open weights, has rattled chip and AI stocks, reviving concerns that cheaper models could undercut the case for large AI infrastructure spending. Huang argued Wall Street has the situation backward. "Free AI should be great for hardware," he said. "Free AI should be great for chips. Free AI should be great for data centers." Cheaper and more accessible models draw more people into AI ecosystems, he argued, and that broader adoption ultimately drives up demand for the chips and data centers that Nvidia provides.
Huang also rejected the argument that downloaded Chinese models create a security backdoor to Beijing. Companies can customize those models and run them inside secure environments, he said, and openness makes AI more secure because outside researchers can inspect models and identify weaknesses. "If everything just becomes one single model, one single point of attack, one single source of failure, I think the world is much, much more vulnerable," he said.
His comments came hours after Treasury Secretary Scott Bessent told Fox Business that the administration is examining Chinese AI models for evidence of stolen U.S. intellectual property and considering sanctions. "If we see ... that overseas models are stealing from our great companies, we have the ability to sanction them because of this theft," Bessent said, according to Axios. Huang said companies should still face consequences for violating privacy or contracts, but he argued the response should target misconduct, not the models themselves. "Distillation, learning from AI, learning from other sources of knowledge, is fundamental to intelligence," he said.

#Companies

The thing I hate about this time of year is that it means the entire soccer world becomes an Umberto Eco novel. Every little thing is weighted with significance, evidence of some larger narrative that only the most psychotically semiotic can follow. Speculation becomes rumor becomes fact until everything spirals out of control. Sweaty access merchants like Fabrizio Romanò breathlessly publish statements from agents as "news" as if there's the quid isn't vastly outweighed by the quo. It's discouraging to sift through and infuriating to write about. And alas, I have to wade into this meritless swamp to write about Moise Kean.
Let's start with the basics. Kean is in his prime at 26. He's under contract at Fiorentina until 2030 after extending last summer despite months of speculation. He's Italy's best striker and the only guy who came out of its failed World Cup qualifying campaign with an enhanced reputation. 2025-2026 was a down year at domestic level (8 Serie A goals in 26 appearances) as he dealt with ankle and calf injuries that sapped his effectiveness all year as well as a team context that polluted everyone it touched. ****** ody thinks that version of the Moose is the real one, although his outrageous 2024-2025 is probably the ceiling rather than the norm.
As Fiorentina's best player, he was always going to be a popular grist for the rumor mill this summer. New DS Fabio Paratici is tearing this squad down to the foundation, ruthlessly excising anyone with the slightest odor of Daniele Pradè in his quest to reduce the wage bill. Having nearly set the club record for most expensive transfer window in the opening fortnight of the transfer window and with numerous additions pending, he needs to find money somewhere. Kean's the highest-paid guy on the roster and its most saleable ****** et. The math is simple.
Besides being simple, the math also just got cheaper. Kean's extension last summer contained a €72 million release clause that extended for 365 days. It's now expired, intensifying speculation that he could be on the move. The consensus price that the Viola would accept hovers around €40 million. I'd say that's about reasonable, although perhaps a bit on the low side, especially factoring in Paratici's need to balance the books after spending €90 million already. And hey, he already sold Kean at Juventus in 2019 for €30 million.
Speaking of big transfer fees, Como's reportedly at the window, fueling speculation that the nouveau rich Lariani might make a bid for the striker. On the surface, it adds up: Tasos Douvikas was excellent last year but Kean represents a step up in quality from the Greek international, while Álvaro Morata is 33 and on the wane despite his popularity with his teammates. Como also needs to add more players trained in Italy to meet UEFA's registration rules for the Champions League (unless the plan is to ignore those like it does FFP). Never mind the reporting that Como's only vaguely interested; something must be

In a recent post on X, journalist Ben Jacobs mentioned that ***** nal are showing interest in Red Bull Leipzig winger Yan Diomande this summer. It has been claimed that the Gunners have made an enquiry about the Ivory Coast international, who has his heart set on a move to Paris Saint-Germain this off-season.
Diomande enjoyed a brilliant campaign at the German club in the previous campiagn when he put in a series of impressive displays for them on the offensive end of the field. The 19-year-old banged in 13 goals and grabbed ten ***** ists in 36 matches for Red Bull Leipzig last season across all competitions.
The Ivory Coast talent is currently among the most feared wingers in the Bundesliga. Thus, ***** nal would do well to get him on board in this summer transfer window.
His current contract at the Red Bull Arena will run out in the summer of 2030, which could make it tough for the Gunners to sign him on the cheap this off-season.
ARLINGTON, TEXAS – JUNE 30: Yan Diomande #11 is defended by Marcus Holmgren Pedersen #16 of Norway during the FIFA World Cup 2026 Round Of 32 match between Cote D'Ivoire and Norway at Dallas Stadium on June 30, 2026 in Arlington, Texas. (Photo by Stacy Revere/Getty Images)

#leipzig

In a recent report, Sky Sports stated that Liverpool have launched a move for Monaco playmaker Maghnes Akliouche. It has been mentioned that the Reds are facing competition from Paris Saint-Germain in the race to land the France international this off-season.
Akliouche enjoyed a good run of form at the French club after he produced a run of impressive displays for them in the final third. The 24-year-old registered seven goals and earned 11 **** ists in 43 matches for Monaco last season across all fronts.
The French talent is currently among the best wide players in Ligue 1. Hence, it is no surprise that the Reds are hoping to get a deal done for him later this year.
His current contract at the French club will run out in the summer of 2028, which could make it tough for Liverpool to sign him on the cheap this off-season.
FOXBOROUGH, MASSACHUSETTS – MARCH 26: Maghnes Akliouche #25 of France during the international friendly match between Brazil and France at Gillette Stadium on March 26, 2026 in Foxborough, Massachusetts. (Photo by Maddie Meyer/Getty Images)

#akliouche #france #foxborough

By Harshita Mary Varghese
July 22 (Reuters) - AT&T topped quarterly estimates for wireless subscriber additions on Wednesday as cheaper unlimited plans paired ‌with bundled mobile-broadband offerings drew in value-conscious customers, sending its shares ‌up 4%.
The gains build on AT&T's broader convergence strategy of selling multiple connectivity services to the same household to reduce churn and increase customer lifetime value as U.S. telecom providers chase the same finite pool of users.
The bundled offerings also helped the company post record broadband additions, with 367,000 new fiber internet users and ‌279,000 fixed wireless subscribers.
AT&T ⁠in March launched OneConnect, a single subscription that bundles unlimited wireless service with home internet under one monthly bill.

#wireless #broadband #same

Easy come, easy go. Except in the case of Roma’s ill-fated pursuit of Crysencio Summerville, nothing was easy. From haggling with West Ham over a transfer fee and meeting Summerville’s wage demands to fending off Al-Hilal and, perhaps the biggest pain in the ****** of all, canceling his flight to Rome, this transfer saga was troubled from the start.
However, now that Summerville has officially signed on the dotted line with Al-Hilal, Roma is free (or forced) to pursue other options. With their initial fallback option, Alejandro Garnacho, signing with Aston Villa, Tony D’Amico is reportedly pivoting to RB Leipzig winger Antonio Nusa.
A 21-year-old Norwegian international, Nusa lacks the schematic versatility of some of the other wingers we’ve discussed this summer, but he’s a menace on the left flank. Last season, Nusa ranked in the 70th percentile or higher in the following categories: successful dribbles, dribbling percentage, chances created, big chances created, successful crosses, and even tackles and interceptions. (Source: Fotmob)
In a word, Nusa is precisely the type of athletic and aggressive winger Gian Piero Gasperini craves. Of course, given the state of the marketplace, not to mention Roma’s desperation, he won’t come cheap. According to multiple sources in Italy, Nusa may cost close to €60 million.
So, will Roma go all in on Nusa and obliterate their record transfer fee, or is there a mysterious Plan D lurking in the shadows?

#roma #hilal #successful #chances

ETF.com President & Director of Research Dave Nadig grabbed some time with John Montgomery, Founder, CEO, and PM at Bridgeway Capital Management, while at the 2026 ICI ETF Conference. Their discussion covered everything from contrarian investing and walking the talk to the company's 50% donation of profits to charities since its inception in the early '90s.
John Montgomery has been running Bridgeway for over three decades, with a simple pitch: deep quantitative research, a focus on smaller, less-liquid stocks that bigger competitors can't touch, and a lean team where everyone knows everyone. But the real differentiator isn't the strategy but instead the why. Bridgeway funnels a share of its profits into a foundation focused on ending genocide and preventing war atrocities, working in sub-Saharan Africa and Ukraine. It's not a marketing gimmick either but instead is baked into the culture from the board room down.
The firm's move from mutual funds to ETFs is its own case study in doing things the hard way for the right reasons. Rather than sidestep the pain with a cheaper clone or share-class workaround, Bridgeway fully converted several strategies, eating short-term costs for long-term tax efficiency and lower fees. Montgomery's philosophy is if a painful transition is coming, do it early and don't wait until you're the last holdout. However, Bridgeway isn't trying to be a trailblazer either in that regard, instead waiting for at least some of the infrastructure to get built by others and jumping in once the operational kinks are worked out.
On the investing side, Montgomery's contrarian streak runs deep. His family literally trims their own personal budget to buy more stock when markets crash, putting the buy low, sell high mentality into practice. That mindset shows up in Bridgeway's small-cap value strategy, which stays disciplined even when the category falls out of favor, helped by a long partnership with Focus Partners Wealth that rebalances into the strategy precisely when everyone else is fleeing it. It's a countercyclical approach that sounds obvious on paper and is brutally hard to live by in practice. It's also the perfect case study for exactly why people need financial advisors in the first place.
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#bridgeway #everyone #strategy #montgomery

The S&P 500 Index ($SPX) (SPY) on Tuesday closed up +0.89%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.74%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.93%. September E-mini S&P futures (ESU26) rose +0.81%, and September E-mini Nasdaq futures (NQU26) rose +1.82%.
Stock indexes settled higher on Tuesday as a rebound in chipmakers and AI-infrastructure stocks gathered steam. The recent selloff in chipmakers has cheapened valuations, enticing dip buyers ahead of earnings results of megacap technology stocks this week, beginning with Alphabet and Tesla on Wednesday. On the downside, software stocks were weak on Tuesday after Morgan Stanley downgraded several in the sector. Also, rising crude oil prices pushed bond yields higher, with the 10-year T-note yield climbing to a 2-month high of 4.64% on Tuesday.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.

#closed #NASDAQ

All the fears that worried the market in the past are percolating. Inflationary concerns are rising, with oil prices near a six-week high, more tariffs, and geopolitical tensions in the Middle East unlikely to go away anytime soon. The Federal Reserve is likely to nudge rates higher -- not lower -- the next time it meets. Suddenly, everything that is borrowed is about to be something blue.
It's against this unsettling climate, with consumer confidence hitting a new low before rebounding this summer, that investors might want to consider investing in Costco (NASDAQ: COST). Yes, Costco.
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 »
The country's top warehouse club operator may not seem much of a growth stock. It's also certainly not cheap by most measuring sticks. However, if reality catches up to today's buoyant market later this month, you're probably going to learn the real reason why Costco is worth its market premium.
Costco stock is trading for 47 times trailing earnings, a big markup to both the market average and the retailer's own growth. Its revenue multiple may initially seem low at 1.4, but in the low-margin world of groceries and other consumer staples retail, it's a princely premium. If you're an income investor, the stock's 0.6% dividend yield isn't going to ring a dinner bell, even though Costco does reward shareholders with substantially larger special dividends every few years.

#market #signal #Consumer #years

The S&P 500 Index ($SPX) (SPY) today is up +0.64%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.58%. September E-mini S&P futures (ESU26) are up +0.62%, and September E-mini Nasdaq futures (NQU26) are up +1.58%.
Stock indexes are climbing today as Monday's rebound in chipmakers and AI-infrastructure stocks gathers pace. The recent selloff in chipmakers has cheapened valuations and has enticed dip buyers ahead of earnings results of megacap technology stocks this week, beginning with Alphabet and Tesla on Wednesday. On the downside, software stocks are weak after Morgan Stanley downgraded several in the sector. Also, rising crude oil prices are pushing bond yields higher as the 10-year T-note yield climbed to a 2-month high of 4.64% today.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars

#earnings #index

Finding a bargain is a relative feat. For a growth investor like Cathie Wood, there might be deals in stocks that are slumping despite not yet being textbook cheap. She added to existing Ark positions in Archer Aviation (NYSE: ACHR), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) on Monday.
Archer and **** eX are now trading below their IPO pricing. Meta is faring a bit better than the recent slides at Archer and **** eX, but the Facebook parent company is still trading 8% lower over the past year.
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 »
Let's take a closer look at the three potentially opportunistic purchases by Ark to kick off the new trading week.
One of Monday's biggest winners was Archer Aviation stock. One of the leaders in the development of electric vertical takeoff and landing (eVTOL) aircraft saw its shares soar nearly 20% on its heaviest day of trading volume since late last year after introducing a new revenue stream.

#NVIDIA #aviation #company

The S&P 500 Index ($SPX) (SPY) today is up +0.38%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.17%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.26%. September E-mini S&P futures (ESU26) are up +0.35%, and September E-mini Nasdaq futures (NQU26) are up +1.27%.
Stock indexes are climbing today as Monday's rebound in chipmakers and AI-infrastructure stocks gathers pace. The recent selloff in chipmakers has cheapened valuations and has enticed dip buyers ahead of earnings results of megacap technology stocks this week, beginning with Alphabet on Wednesday. On the negative side, software stocks are weak after Morgan Stanley downgraded several stocks in the sector.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars

#september

Domino's Pizza (DPZ) delivered higher-than-expected Q2 revenue growth. Its free cash flow (FCF), although slightly lower than last year, was much higher than last quarter, with higher margins. Value investors think DPZ looks cheap here, with a $413 price target (+25.6%), $based on its strong FCF and FCF margins.
DPZ closed at $328.97, up 2.1%, and has begun recovering from a recent trough price of $283.03 on June 23. However, it's still well below a March 9 peak of $415.78.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Newmont Stock Suddenly Offers a Double-Sided Debit Trade on U.S.-Iran Tensions and Upcoming Earnings

#last #price #value

In a recent print edition, A Bola stated that Tottenham Hotspur are planning to move in for Benfica winger Andreas Schjelderup this summer. It has been mentioned that Spurs are hoping to get a deal done for the Norwegian talent this off-season.
Schjelderup enjoyed a decent run of form at the Portuguese club in the previous campaign when he put in a series of impressive displays for them on the left wing. The 22-year-old scored ten times and picked up seven ***** ists in 43 matches for Benfica last season on all fronts.
The Portuguese talent is currently among the best young wide players in Liga Portugal. Thus, it is no surprise that Spurs are eager to get him on board in this transfer window.
His current contract at Benfica will run out in the summer of 2028, which could make it tough for Tottenham to sign him on the cheap later this year.
MIAMI GARDENS, FLORIDA – JULY 11: Andreas Schjelderup #21 of Norway celebrates scoring his team's first goal during the FIFA World Cup 2026 Quarter Final match between Norway and England at Miami Stadium on July 11, 2026 in Miami Gardens, Florida. (Photo by Justin Setterfield/Getty Images)

#TOTTENHAM #SPURS #gardens #july