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

#transfer #company #infrastructure #listing

Six weeks after AI bets nearly wrecked his hedge fund, Leopold Aschenbrenner is putting money into the same companies again. His hedge fund, Situational Awareness, bought call options on AMD, Bloom Energy, CoreWeave, SK Hynix and SanDisk, CNBC reported, citing sources. The trades ran from late last week into this week.
The former OpenAI researcher became famous for a 2024 essay arguing that AI could reach human-level intelligence by 2027. He built an investment business around that belief, backing companies supplying the computing capacity and electricity AI needs.
July exposed how dangerous that bet had become. Borrowed money magnified falling share prices, triggering demands for cash the fund could not meet. **** ets shrank from a peak above $45 billion to roughly $10 billion, according to CNBC.
Ken Griffin's Citadel bought distressed holdings at a discount. Situational Awareness kept private investments, including Anthropic. The SEC later subpoenaed Wall Street banks over their dealings with the fund. The reported inquiry carried no allegation of wrongdoing.
His return uses call options: contracts that let buyers purchase shares at a fixed price before a deadline. When paid for upfront without borrowing, their losses are capped at the purchase cost. That entire amount can still disappear if the options expire worthless.

#bought #call

Answering a caller's query about Box, Inc. (NYSE:BOX) during the lightning round of Mad Money on September 3, Jim Cramer commented:
Box is finally, after multiple years, it is finally breaking out. It has good storage. People like storage. It's got a good CEO in Aaron Levie. It's just never been exciting to people. It's finally starting to get some mojo. I think it's okay to own. It's done nothing for years.
Cramer's perspective highlights a shifting narrative for a cloud pioneer that has historically traded in a tight range. In its fiscal second-quarter 2027 report, Box, Inc. (NYSE:BOX) posted revenue of $321.1 million, marking a 9.2% year-over-year increase that topped Wall Street expectations by over $2 million. Adjusted earnings per share reached $0.40, in line with consensus forecasts, while management raised full-year revenue guidance to approximately $1.29 billion. The core demand is supported by expanding adoption of higher-tier Box Suites, which now account for 69% of revenue, along with early traction in AI-driven document tools that help enterprises modernize legacy storage workflows.
Despite recent top-line acceleration, Box, Inc. (NYSE:BOX) operates in a fiercely competitive market dominated by massive tech ecosystems like Microsoft OneDrive and Google Drive, and other specialized rivals such as Dropbox. While quarterly growth has stabilized, Box's multi-year annual growth rate has historically lagged behind high-flying software peers. Furthermore, Box still needs to sustain its recent growth acceleration while investing in AI capabilities.
As per Insider Monkey's data of over 1000 hedge funds, 37 hedge funds had a stake in Box, Inc. (NYSE:BOX) in Q2 compared to 36 in Q1, highlighting steady institutional backing from long-term ***** et managers. Arrowstreet Capital remained the company's top hedge fund holder in Q2 with 4.3 million shares. Additionally, it is worth noting that another significant shareholder, Citadel Investment Group increased its position in the stock by 60% to over 3.7 million shares. The short percentage of float sits at 14.26%, which shows a notable segment of the market remains unconvinced about the sustainability of the breakout.

#NYSE #year #people

Florida A&M football has been forced to make a quarterback change after starter Isaiah Knowles was ruled out for the season with a thumb injury.
Backup Dustin Fletcher led the Rattler offense on the field for their first possession against the Miami Hurricanes on Thursday, Sept. 10, for a Week 2 "money game" at Hard Rock Stadium in Miami Gardens.
Fletcher replaces Knowles, who left Sept. 6's 31-13 Orange Blossom Classic loss against the third quarter after hurting his right throwing hand after taking a hit from a South Carolina State defender. Fletcher subbed in and completed 6-of-8 passes for 68 yards.
And now, he's responsible for operating head coach Quinn Fordham Gray Sr.'s offense against the defending College Football Playoff runners-up and No. 7-ranked team in the USA TODAY top 25.
Fletcher transferred to the Rattlers from The Citadel.

#fletcher #Miami #Football

OXFORD — Ole Miss football is ranked No. 11 in the US LBM Coaches Poll, which was released Sept. 8.
It's one spot lower than the preseason poll. The Rebels were No. 10 in the initial rankings.
Ole Miss (1-0) is coming off a 41-38 win on the road at Louisville on Sept. 6. The Rebels won on a game-winning 48-yard field goal from kicker Lucas Carneiro. Coach Pete Golding said the Rebels have plenty of things to clean up.
Ole Miss will host Charlotte (0-1) in Week 2 on Sept. 12 (6:45 p.m., ESPN2). Charlotte lost 43-41 to The Citadel in Week 1 in a game that went to three overtimes.
Here is the full US LBM Coaches Poll after Week 1.

#charlotte #oxford

Robinhood (NASDAQ: $HOOD) is expanding its prediction markets business by partnering with Crypto.com and its newly independent derivatives platform, OG.com, as demand for event contracts continues to surge.
Under the agreement announced Tuesday, Robinhood will begin routing a portion of its football prediction contracts to OG.com's CFTC-regulated exchange and clearinghouse. The first contracts are expected to go live today, ahead of the new professional football season.
Robinhood will also receive equity stakes in Crypto.com and OG.com following OG.com's planned spin-off as an independent trading platform. The stakes will be valued in line with Citadel Securities' recent investment in Crypto.com Group, which valued the company at $20 billion. The deal also puts OG.com's standalone valuation at $5 billion.
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#prediction

Florida A&M football may have to attempt its comeback on South Carolina State without its starting quarterback.
Isaiah Knowles left the game late in the third quarter of the Orange Blossom Classic after taking a hit as he threw the football away.
The graduate student left the game with an injury to his right throwing hand and entered the sideline tent. The ESPN broadcast showed Knowles fully dressed, but getting his wrist taped up by the FAMU trainers.
Backup Dustin Fletcher has substituted in at quarterback as the Rattlers look to erase a 28-13 fourth-quarter deficit. Fletcher is a graduate student from Flint, Michigan, and transferred from The Citadel this season.
Knowles went 7-for-22 for 94 passing yards before leaving the game.

#fletcher #quarter

CHARLOTTE, N.C. (AP) — Gavin Garcia rushed for 137 yards and three touchdowns as The Citadel beat Charlotte 43-41 in triple overtime on Saturday in the 49ers' season opener, following a 1-hour and 15-minute delay due to severe weather.
Garcia scored on runs of 2 and 1 yards in regulation before breaking a 25-yard touchdown run on the Bulldogs' first overtime possession.
Nick Billoups added 38 yards and two touchdowns, and Sebastien Boyle had 70 yards and a score as the Bulldogs rushed for 268 yards and six touchdowns combined.
Charlotte tied the game at 28 with 24 seconds remaining after Cole Gonzales found Jaylen Hampton for a 6-yard touchdown.
Each team scored a touchdown in the first two overtimes, with Nick Billoups' 2-yard run pulling The Citadel even at 41 in the second. Both teams failed on their respective conversion attempts.

#citadel #billoups

Wall Street's biggest desks turned defensive as September opened. CNBC's Investment Committee did the opposite. None of its four members plans to sell.
The split comes as stocks enter the month after 27 record closes this year. September is also the weakest month on the calendar.
Scott Rubner runs equity and equity derivatives strategy at Citadel Securities and came from Goldman Sachs. His August 31 note made three points.
Earnings are done.
Companies authorized more than $1.1 trillion in buybacks through August. Those buyers go quiet from September 12.

#investment

Moderna led the S&P 500 in August after reporting promising results from a late-stage trial of a personalized mRNA cancer vaccine it co-developed with Merck, according to CNBC. The data challenged years of skepticism about whether the company's mRNA technology could produce another major breakthrough following the decline of its Covid-19 vaccine business. "This is miraculous, so it got a miraculous welcome," CNBC's Jim Cramer said Monday.
Enterprise software stocks accounted for many of the index's other top performers. Palantir, Veeva Systems, Salesforce, and ServiceNow had each come under sustained selling pressure as investors grew skeptical that traditional software models could remain competitive against the backdrop of accelerating AI development, according to the outlet. Those declines were compounded by large short positions held by Situational Awareness, a leveraged hedge fund that had bet against software companies based on that thesis. When the fund was forced to unwind its trades in late July, those shorts became a tailwind for the stocks it had targeted. "As August comes to a grinding end, it's hard to believe that the reverberations of a hedge fund implosion could color so much of the month's action," Cramer said.
Situational Awareness, which was run by Leopold Aschenbrenner and peaked at $45 billion in **** ets at the start of July, lost roughly $35 billion after margin calls from prime brokers Bank of America, Goldman Sachs, and JPMorgan Chase forced a distressed sale of its publicly traded holdings to Ken Griffin's Citadel. The fund had used as much as 400% leverage and held large short positions in software names including Adobe alongside bullish bets on AI infrastructure stocks.
Among individual software stocks, Salesforce bounced back after better-than-expected quarterly results quieted fears of what Cramer called a "SaaSpocalypse," while ServiceNow gained ground after showing investors that AI could be folded into its platform without disrupting existing operations. Veeva Systems climbed in tandem with the wider software sector after the anticipated AI threat to its life sciences niche failed to materialize in any meaningful way. Gartner also joined the recovery, as worries that large AI models would erode the market for its research and advisory services turned out not to be borne out by the company's actual results.
Outside software, Newmont benefited from a recovery in gold prices, while Coinbase climbed as cryptocurrencies rebounded amid concerns about U.S. debt and government spending. Super Micro Computer and Sandisk also surged on strong demand for memory used in AI data centers.

#cramer

A $40 trillion debt load and surging AI capital demand have pushed the 30-year Treasury yield above 5.3% for the first time since 2007.
Bessent's $950 billion TGA headline masks a usable buffer of only $100 to $200 billion, making his bond market tools far smaller than advertised.
Citadel Securities labels Bessent's yield suppression 'financial repression,' warning that political optics could drive bond vigilantes to demand even higher yields.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Long-term Treasury yields are telling a different story from short-term interest rates. The 10-year yield has pushed toward 5%, while the 30-year recently climbed above 5.3% for the first time since 2007. The problem is bigger than the Federal Reserve.

#year #yield #above

I'm 84 and my wife is 77, and we are both fully retired. We have no significant financial obligations beyond routine monthly expenses such as food, utilities, taxes, insurance and so forth. Our largest expenses are required minimum distribution-related taxes and annual real-estate taxes, which together run about $7,000 per year.
Our combined net worth is approximately $8 million, most of which is held in separate traditional IRAs — two in my name and two in my wife's name. Our annual income comes from Social Security, RMDs and monthly pensions from previous employers. Our pensions total about $2,200 per month.
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After taxes, we reinvest approximately half of our RMDs in a taxable brokerage account. The other half goes into a bank account from which we pay our expenses; it normally maintains a balance of about $45,000. We simply don't seem to need much money. Our relatively minor healthcare expenses are covered by Medicare and Medigap policies.

#taxes

Priyanka Chopra shared in a new interview that she doesn't know if she'd love husband Nick Jonas if he didn't do this one thing
The Citadel actress and the pop star have been married for nearly eight years
They welcomed their daughter, Malti, in 2022
Priyanka Chopra appreciates that her husband, Nick Jonas, embraces her Indian culture and traditions.
"I don't know if I'd love him if he didn't," the actress said while speaking with E! News at the Cycle of Love premiere in New York City on Thursday, Aug. 20.

#love #chopra #jonas

Every quarter, big money managers disclose their holdings on Form 13F with the Securities and Exchange Commission. The batch of filings covering last quarter is now available. Shockingly, they show that the number of financial institutions holding Hyperliquid Strategies (NASDAQ: PURR), which stockpiles Hyperliquid's (CRYPTO: HYPE) token, grew by 122% in just three months to reach a total of 202, with BlackRock and State Street among the largest. Eleven institutions cut their positions in the same period, and another 29 exited entirely.
Should you follow these institutional investors in loading up on Hyperliquid Strategies?
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 »
A big part of the reason many institutions are now holding Hyperliquid Strategies is that it joined the S&P Global Broad Market Index, as well as the Russell 2000 and Russell 3000 indexes, in late June. So any funds tracking those benchmarks had to buy it.
For instance, BlackRock's stake in the company was disclosed via a Form 13G, a passive holder disclosure form, while Morgan Stanley and Invesco built index-scale positions of their own. Citadel Advisors, a market maker, holds more bullish and more bearish options on the stock than any other filer, suggesting it was accumulating market-making inventory rather than loading up on conviction. The same could be true of Jane Street, another market maker among the new holders, though not necessarily of Renaissance Technologies, a systematic hedge fund.

#strategies

Ken Griffin bought Situational Awareness's distressed AI semiconductor positions at discounts over 10% after the leveraged fund collapsed 67% in July.
Citadel shed 80% of the acquired portfolio risk through nearly 100 block trades totaling $4 billion once markets stabilized.
The investor edge lies in distinguishing leverage-driven forced selling from fundamental decline, given that margin calls can manufacture the market's best entry points.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The AI trade has entered a new phase. After months of relentless optimism, leverage and crowded positioning collided with a sharp July sell-off in semiconductor stocks, exposing how quickly a winning trade can become a forced liquidation. The damage was especially severe for hedge funds that borrowed heavily to amplify returns.

#stocks #citadel #don 't

Ken Griffin bought Situational Awareness's distressed AI semiconductor positions at discounts over 10% after the leveraged fund collapsed 67% in July.
Citadel shed 80% of the acquired portfolio risk through nearly 100 block trades totaling $4 billion once markets stabilized.
The investor edge lies in distinguishing leverage-driven forced selling from fundamental decline, given that margin calls can manufacture the market's best entry points.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The AI trade has entered a new phase. After months of relentless optimism, leverage and crowded positioning collided with a sharp July sell-off in semiconductor stocks, exposing how quickly a winning trade can become a forced liquidation. The damage was especially severe for hedge funds that borrowed heavily to amplify returns.

#july #griffin

Permian Resources Corporation (NYSE:PR) was held by 56 hedge funds at the end of Q1 2026, remaining unchanged from the previous quarter. However, the total stake value of these hedge fund investors surged from just over $1.2 billion in Q4 2025 to around $1.8 billion in the first quarter.
Ken Griffin's Citadel Investment Group held the largest stake in PR at the end of Q1, with a total value of almost $266 million.
Permian Resources Corporation (NYSE:PR) has turned into one of the most important shale operators in the United States. The company delivered exceptional results for its Q2 2026 earlier this month, supported by higher oil prices, increasing production, and strong financial discipline.
Permian Resources reported a record free cash flow of $751 million during the quarter, up almost 50% sequentially, and translating into a record free cash flow per share of $0.88. Meanwhile, oil production also surged by 3% sequentially, and the company's updated oil output guidance of 199,000 bpd for the full year 2026 is 10% higher than 2025.
Notably, the energy firm expects to achieve the higher production target with approximately 1% lower spending compared to last year, highlighting the improving capital efficiency of its business.

#total

When a high-profile investor suddenly exits a stock, people immediately ******* ume something is wrong with the company. In Sandisk's (SNDK) case, the opposite appears to be true. A new regulatory filing shows that Situational Awareness — the AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner — built a large position in Sandisk during the second quarter, making it one of the fund's biggest holdings at more than $5.6 billion. Then an AI-based selloff hit in July, and the fund took heavy losses, forcing Situational Awareness to offload much of its public portfolio to Ken Griffin's Citadel.
The forced selling helps explain part of the brutal July slide for Sandisk, as from late June to late July, SNDK stock's price essentially halved. But this says nothing about the company itself. The selling came from a fund unwinding under pressure, not from anything breaking inside Sandisk's business. If anything, the fundamentals have become even stronger. Sandisk recently posted the best quarter in its history, with revenue up 372% from a year ago and record gross margins.
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#sandisk #company #quarter

Frank Gansz Jr., a football coach whose career spanned the NFL, college football, the CFL and several spring leagues, died at 64.
Gansz was the special teams coordinator for the St. Louis Battlehawks of the United Football League. The team and UFL announced his death.
No cause of death was immediately announced.
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Gansz attended The Citadel, where he was a four-year defensive back. He entered coaching in 1987 as a graduate ****** istant at Kansas, then worked at Pittsburgh and Army before joining the New York/New Jersey Knights of the World League in 1992.

#death

And so it begins.
Rugby ***** ans South Africa and New Zealand have finally arrived at their long-awaited test series, the culmination of the first full-size tour between them in 30 years.
Both teams just need an injury niggle or two to clear up before they run out on Saturday in the high veld citadel of Ellis Park in Johannesburg.
The odds favor the undisputed two-time world champion Springboks in their first four-test series with the No. 2-ranked All Blacks since 1976.
As Springboks coach or director for eight years, Rassie Erasmus has an 8-6 record against New Zealand, with one draw. It goes against historical records. The All Blacks lead the head to head by 20 wins primarily because the Springboks find it harder to win in New Zealand.

#blacks #first #Rugby

Datadog, Inc. (NASDAQ:DDOG) is a cloud infrastructure and application monitoring platform. Its shares are up by 102% over the past year and by 88% year-to-date. The shares closed a stunning 19% lower on August 6th after Datadog, Inc. (NASDAQ:DDOG) reported its second quarter earnings. On that same day, Cramer commented on the stock as the earnings hit the wires and called it a momentum play:
"I look at a company like DataDog, and DataDog, I'm going to be a little glib here by saying, people think it never misses. Now, when you go over DataDog line by line by line, and it's not that big. . .They're just momentum stocks, that people think, you know what, aren't so good."
As is the case with most software stocks, Datadog, Inc. (NASDAQ:DDOG)'s narrative is also about whether the firm will be able to stand on its own against the rise in AI platforms that enable businesses to develop their own software. On this front, the second quarter earnings provided key insights into the split between the bulls and the bears. During the quarter, Datadog, Inc. (NASDAQ:DDOG)'s revenue grew by 36% annually. The firm also raised its full year revenue per share guidance to $4.45 - $4.47 and its earnings per share outlook to $2.50 - $2.54. The positive aspects of the earnings led Datadog, Inc. (NASDAQ:DDOG)'s bulls to point out that the firm was experiencing significant tailwinds from AI catalysts.
However, the bears counter by pointing towards Datadog, Inc. (NASDAQ:DDOG)'s full year revenue outlook. While the firm increased the full year revenue guidance to $4.45 billion to $4.47 billion, this figure fell below the ***** yst estimates of $4.69 billion. Behind the miss was Datadog, Inc. (NASDAQ:DDOG)'s announcement that a major AI company was dialing down its usage. While Datadog, Inc. (NASDAQ:DDOG) didn't disclose the customer's name, some ***** ysts were worried about OpenAI reducing usage before the earnings. The bears use this development to argue that future similar departures could create tailwinds for Datadog, Inc. (NASDAQ:DDOG). The bears combine these worries with the firm's high forward P/E ratio of 107 to remark that the firm could suffer more than most.
Shifting towards the hedge funds, 75 out of the 1,041 hedge funds part of Insider Monkey's Q4 2025 database had held Datadog, Inc. (NASDAQ:DDOG)'s shares. This figure jumped to 80 out of 1,022 funds in Q1 2026. In terms of movement, the hedge fund stakes are quite interesting. In Q1, the biggest stakeholder was Citadel Investment Group, whose $319 million stake marked a 200% jump. Others, such as Millennium Management and Balyasny ***** et Management grew their stakes by 740% and 1,663%. Short interest as a percentage of float was 4% as of July end.

#datadog #NASDAQ #bears #revenue

Intense volatility led to a meltdown of levered positions held by Leopold Aschenbrenner's hedge fund last month.
The market was caught off guard, and fears of wider contagion briefly circulated.
Polymarket says its users saw the issues that hit the fund forming long before the news broke.
The meltdown of Leopold Aschenbrenner's hedge fund may have come out of left field for many market watchers, but Polymarket says traders on its platform saw it coming.
The implosion of the AI wunderkind's Situational Awareness at the end of July shocked the market, with fears of wider contagion percolating before Citadel swooped in to buy the soured stock portfolio and stoke a fresh tech rally in the process.

#meltdown #hedge

Shares of eBay (EBAY) inched lower on Aug. 3 after Wells Fargo's senior ******* yst Ken Gawrelski downgraded the e-commerce giant to "Underweight." In his research note, Gawrelski also lowered his price target on EBAY to $92, indicating potential downside of roughly 5% from current levels.
That said, eBay stock has been a lucrative investment in 2026, currently up nearly 35% versus its year-to-date low in mid-February.
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#gawrelski

A Wall Street Journal report claiming that Elon Musk-led Tesla (TSLA) might shut or sell its operations in China has raised alarms among the ***** yst community. Although Tesla has refuted the possibility of such a development, Tom Narayan of RBC Capital Markets has opined that it would be a bad move for Tesla.
Narayan said, "Were Tesla forced to sell its China business, it would likely not receive fair value for it. A sale would generate only a fraction of that value since humanoids and robotaxi upside would be lost—a likely buyer such as BYD or SAIC would probably only want the automotive business and perhaps FSD."
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#narayan #sell #likely #street

Apple (AAPL) is about to hand its top position to an engineer, and the early signs suggest the company's focus may be shifting even more toward its products. John Ternus becomes CEO on September 1, taking over from Tim Cook, who steps into the role of executive chairman. Ternus is not a finance or operations leader like Cook. He has spent his whole career in hardware, having joined Apple's product design team in 2001 and running its hardware engineering since 2013.
His track record is stacked with the products people actually hold. Ternus helped bring the iPad and AirPods to life, and oversaw hardware work across the iPhone, Mac, and Apple Watch. More recently, his teams redefined the iPhone 17 lineup, including the thin iPhone Air, and gave AirPods the ability to work as hearing aids. Even Cook, while announcing the handover, described Ternus as having "the mind of an engineer, the soul of an innovator."
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#ternus #hardware

When they say the current wave of AI is a revolution, they are not far from the truth. AI's proliferation across industries is rising by the day and is now not just restricted to healthcare, automobiles, or content creation anymore. Companies from heavy industries such as steel are also rapidly incorporating the technology in their operations.
Notably, the world's second-largest steel producer, ArcelorMittal (MT), has extended its partnership with tech ******* an Microsoft (MSFT) to adopt Azure as its primary cloud computing platform. In a statement, the company said, "Together, these advances will empower ArcelorMittal to turn data into a strategic ******* et, enabling faster, smarter decisions and sustained competitive advantage as the company advances its long-term digital transformation."
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#advances

With a market cap of $333.2 billion, Morgan Stanley (MS) is a global financial holding company that provides a wide range of financial products and services to governments, institutions, and individuals worldwide. The firm operates through Institutional Securities, Wealth Management, and Investment Management segments, offering services such as capital raising, financial advisory, brokerage, lending, ***** et management, and research.
Shares of the New York-based company have outperformed the broader market over the past 52 weeks. MS stock has surged 51.7% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.2%. Moreover, shares of the company are up 20.8% on a YTD basis, compared to SPX's 12% gain.
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#company #management #shares #stanley

During Monday night's Q2 earnings conference call with **** ysts, Palantir (PLTR) CEO Alex Karp delivered some typically fiery comments on one of his current favorite soapbox topics – the ills of frontier artificial intelligence (AI) labs.
"In the enterprise context, people sign up for token self-pleasurings," **** erted Karp, "where you are paying for the right for [the frontier labs] to migrate your IP, your know-how, your expertise to their model so that they can build a competitive business that doesn't require your business, your people."
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#frontier

Advanced Micro Devices (AMD) and Arm Holdings Plc (ARM) have spent the past year at the expense of one company, Intel (INTC), by shrinking its server business. Both have taken chunks out of the longtime leader. In the first quarter, AMD lifted its server CPU share from 24.1% to 27.4%. Arm-based chips also jumped from 11.5% to 17.7% in a year. In contrast, Intel slid from 64.4% to 54.9%.
For a while, the two rising players were partners in the same story. That has lately started to change.
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#Intel #company #server #general

The S&P 500 Index ($SPX) (SPY) today is up +1.13%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.21%. September E-mini S&P futures (ESU26) are up +1.20%, and September E-mini Nasdaq futures (NQU26) are up +2.30%.
Stock indices are climbing today, with the S&P 500 and Dow Jones Industrials posting new all-time highs and the Nasdaq 100 posting a 2.5-week high. Strength in technology stocks is leading the broader market higher on some better-than-expected earnings results. Palantir Technologies is up more than +27% after reporting stronger-than-expected Q2 revenue and raising its full-year revenue forecast. Also, Zebra Technologies is up more than +19% after reporting better-than-expected Q2 EPS and raising its full-year EPS forecast. In addition, Caterpillar is up more than +5% after reporting Q2 adjusted EPS that was well above the consensus.
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