I've been taking a look at Cisco (CSCO) since I saw a long setup back in Feb. 2026 after its record-breaking Q2 FY2026 at just under $80. Then the stock skyrocketed a massive 70% plus since, to a new all-time high of $130.37 on June 4, 2026.
And now after a retracement to the current levels, Jim Cramer just weighed in on the Aug. 27 Mad Money Lightning Round with his clearest endorsement yet.
"Cisco actually had a really good quarter, and I know that they gave very conservative guidance, but that's all it was," Cramer said.
The answer is I would absolutely buy, buy, buy.
I haven't seen Cramer use the phrase "buy, buy, buy" lightly. Three buys. No hedging. In Cramer's vocabulary, that's about as unambiguous as it gets.

#cramer #since #i 've #lightning

The Kansas City Chiefs have announced their initial 53-man roster for the 2026 season, providing the clearest look yet at the team Patrick Mahomes will lead into the regular season.
Kansas City completed its roster cuts Sunday after spending the offseason evaluating a 90-man group that included established veterans, draft picks, undrafted rookies and several offseason additions.
The initial roster includes three quarterbacks, three running backs, six wide receivers, four tight ends and 10 offensive linemen. Defensively, Kansas City kept eight defensive linemen, five linebackers and 11 defensive backs, along with three specialists.
The Chiefs also placed wide receiver Jimmy Holiday on injured reserve and defensive tackle Omarr Norman-Lott on the physically unable to perform list.
Changes can still come through waiver claims and additional moves, something general manager Brett Veach made clear before the deadline when he described Kansas City's roster as not yet a "finished product."

#roster #three #chiefs #season

If Curry signs an extension before the season, it would be the clearest indication yet that he still trusts that Dunleavy and owner Joe Lacob will do everything in their power to maximize the final years of his career.
This article originally appeared on Hoops Hype: If Curry signs an extension before the season, it …

#dunleavy #clearest

Trump's Venezuela deal grants U.S. companies majority control of 65 billion barrels, pushing total U.S.-accessible proven reserves to 7.1% of global supply.
Venezuela's extra-heavy crude demands specialized refining and major infrastructure repairs, meaning production gains will take years rather than months to reach consumers.
Chevron's existing Venezuelan joint ventures and strong free cash flow position it as the clearest near-term beneficiary of the new hydrocarbons framework.
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Oil markets have spent 2026 wrestling with supply disruptions, Strategic Petroleum Reserve drawdowns to multi-decade lows, and stubborn pump prices that refuse to cooperate with political calendars.

#NVIDIA #chevron #strategic #petroleum

On August 21, Insteel Industries Inc. (NYSE:IIIN) announced plans to close its Upper Sandusky, Ohio, welded wire reinforcement facility. Operations are expected to cease by the end of October 2026, with production requirements transferred to the company's remaining plants. Management says those facilities have "ample open capacity" and does not expect the consolidation to affect revenue.
The closure is expected to eliminate up to 65 positions and generate approximately $4.6 million of restructuring charges. That includes $2.5 million for equipment relocation, $400,000 for employee separation, $1.0 million for ***** et impairment and $700,000 of other closure costs. All but the impairment are expected to be cash expenditures beginning in the first quarter of fiscal 2027 and continuing through the year.
For Insteel Industries Inc. (NYSE:IIIN), the announcement confirms meaningful excess welded-wire capacity, but it does not quantify it. The company provided no production tonnage, utilization percentage, or annual savings estimate. The clearest evidence is operational: management believes the remaining plants can absorb all Upper Sandusky requirements without losing revenue.
Insteel Industries Inc. (NYSE:IIIN) currently operates 11 U.S. manufacturing facilities. Earlier company materials identified eight as welded-wire plants and three as prestressed-concrete-strand plants, implying that the closure would leave seven welded-wire facilities, ***** uming no other footprint changes.
Consolidation could improve margins at Insteel Industries Inc. (NYSE:IIIN) by spreading production across fewer sites, raising utilization and eliminating duplicated labor and fixed costs. The $2.5 million equipment-relocation charge indicates that useful machinery will be transferred rather than abandoned.

#production

At the Olimpico on Saturday, August 24, Roma put together a display that went further than the usual opening-day adrenaline: dominant possession and chance creation that kept coming, while Fiorentina struggled to build anything resembling a move.
Possession sat at 61% for the hosts against 39% for Fiorentina, which is more than can be said for the shot counts, where the numbers moved around depending on who was counting. Shots on target were the clearest gap: seven for Roma against a single one from Fiorentina all afternoon. Roma also completed nearly twice as many passes as their visitors and won the aerial battle comfortably, 9 duels to 3. What stood out more than any single number was the shape of the pressing: wing backs pushing forward with real consistency and a high line that didn't switch off even when the ball looked lost, closer to the front-foot version of Gasperini's football than the more cautious, results-first team we mostly saw for long stretches last season.
One match isn't enough to declare a tactical shift official, but when what you watched lines up with what little hard data holds steady across sources, the signal still carries some weight.
Malen and Dybala are already speaking the same language
Donyell Malen closed the game with a hat-trick, in the 27th, 52nd and 60th minutes, and every single goal came from a Paulo Dybala ****** ist. One player supplying all three ****** ists for a Serie A hat-trick is rarer than you'd think: the last time it happened was May 2, 2021, when Rodrigo Palacio scored a treble for Bologna against Fiorentina off three ****** ists from Emanuel Vignato, in a game that finished 3-3. Malen walked off with a perfect 10.0 Sofascore rating after just 68 minutes, subbed before full time because there was nothing left to prove.

#malen #single #possession #last

There is a question hanging over the small carrier world right now, and two of the most knowledgeable transportation attorneys in the country did not flinch from it when they sat down separately on The Long Haul. The question is whether the small carrier, the one-truck owner-operator and the five-truck fleet, still has a viable future as an independent business, or whether the forces set in motion by the Supreme Court's Montgomery decision are quietly pushing that operator toward extinction as an independent and into the arms of a larger carrier.
Neither attorney sugarcoated it. Brian Nelson, a partner at Taylor Nelson Slattery Bernard in St. Petersburg, Florida, who spent years as general counsel inside a broker, a motor carrier, and a 3PL under one roof, walked through the legal machinery now bearing down on carriers. Greg Feary, president and managing partner of Scopelitis, the firm the biggest fleets in the country call when things go wrong, went further and named the outcome he is already seeing. Together, their two conversations form the clearest picture available of where the small carrier stands, and it is a picture every independent operator needs to see.
Start with the ruling itself, because everything else flows from it. In Montgomery v. Caribe Transport, decided this May by a unanimous 9-0 Supreme Court, the justices answered a single question: do brokers have a duty to select carriers that operate safely over the roadways? The Court said yes. As Nelson explained, that put brokers back into what he called the firing squad, meaning they can no longer get a negligent selection lawsuit dismissed early on the grounds that federal law preempts it.
Before May 14, in most of the country, a broker sued after a crash could file a motion to dismiss and often walk out of the litigation quickly on preemption grounds. Nelson described the old routine: file the answer, file the motion to dismiss, argue there is no valid claim, and get out. That door is now closed. As Nelson put it, brokers can no longer rely on that early exit, which means they now have to go through discovery and potentially all the way to summary judgment. That longer, more expensive path is why insurance companies are raising rates, because they know they will have to pay defense costs deeper into every case.
Nelson was careful to note that causation still matters. A plaintiff still has to prove that the specific thing the broker was negligent about, say, selecting a carrier with poor vehicle maintenance, actually caused the crash. But he explained how plaintiffs get around that requirement using what is called the reptile theory. The argument runs that if a carrier is bad at one thing, hours of service, for instance, a jury will believe they must be bad at everything, including whatever actually caused the wreck. The practical consequence, Nelson said, is that a carrier can no longer afford to be excellent at four things and poor at one. In his words, you have to take a hol

On August 13, KinderCare Learning Companies (NASDAQ:KLC) reported second-quarter results that captured the company in the middle of major surgery on itself. Revenue slipped 0.4% to $697.5 million, and the company swung to a net loss of $8.8 million from net income of $38.6 million a year earlier. Behind those numbers sits a deliberate choice: management is closing dozens of underperforming centers even as the core business absorbs the hit.
The clearest bright spot is Champions, KinderCare's before- and after-school program, where revenue climbed 13.4% to $59.4 million on 85 net new sites added over the past year, marking four straight quarters of double-digit growth for the segment. KinderCare for Employers added new corporate partners during the quarter, including a stretch providing 24-hour childcare for Dallas public safety workers during the World Cup, and management is leaning further into tuition benefit programs as employers look for ways to support working parents.
The center closures are framed as addition by subtraction. Ninety percent of the locations shut so far sit in the lowest-performing fifth of the portfolio, and the 49 centers closed this quarter averaged occupancy below 37%. Management expects the full round of 80 to 85 closures to lift occupancy by roughly 1.5 percentage points once complete, while trimming annual rent by about $7 million.
Meanwhile, Creme School, KinderCare's premium brand, opened its first California location in Irvine and posted 26% growth in summer camp enrollment, and CEO Tom Wyatt said revenue from the Learning Adventures enrichment programs "has almost doubled from a year ago." The company also entered its 42nd state with a new center in Bentonville, Arkansas, helped along by fresh childcare funding commitments in New York, California and New Hampshire.
The headline numbers tell a rougher story. Adjusted EBITDA fell to $63.0 million from $82.4 million, and adjusted earnings per share dropped to $0.08 from $0.22, as lower occupancy ate into operating leverage. Same-center occupancy fell 2.4 percentage points to 68.6%, and enrollment in the core early childhood education business declined 4.0% year over year, a drag that a 2.6% tuition rate increase only partly offset. Same-center revenue fell $14 million, or 2%, with $11 million of that tied directly to center closures.

#million #center #management

Real Madrid made it back-to-back victories in La Liga, securing a stylish 4-1 win against Real Sociedad at the Santiago Bernabeu.
After a cagey first half that saw the scores level, Los Blancos came back from the break and picked apart the Basque club with utmost ease.
A hat-trick from Kylian Mbappe and a goal from Vinicius Junior would have enthralled Bernabeu fans, but there was a more interesting aspect beyond just the goals.
According to Mundo Deportivo, the victory over Sociedad offered perhaps the clearest indication yet of what Jose Mourinho wants from his attack.
Their superstar attacking trio, Mbappe, Vinicius and Jude Bellingham, showed how effective they can be while functioning as a unit.

#real #blancos

For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce.
Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China's consumer economy.
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 »
That's no longer the case. Alibaba's fiscal 2027 first quarter, which ended June 30, offers perhaps the clearest evidence yet that the company is changing. Its artificial intelligence (AI) and cloud businesses are growing at a dramatically faster pace than its traditional e-commerce operations, while management is pouring enormous amounts of capital into building an AI ecosystem.
Alibaba is still an e-commerce company. But increasingly, it is becoming something else.

#cloud #first

Grayscale's Zcash Exchange Traded Fund, better known as an ETF, began trading Tuesday on NYSE Arca, listing a nine-year-old investment product months after developers disclosed and patched a critical vulnerability in the privacy coin's shielded transaction system.
Trading under the ticker ZCSH, the world's first exchange-traded product offering spot Zcash exposure allows investors to track the price of ZEC through brokerage accounts without having to buy or store the token themselves.
"Grayscale has a long history of identifying emerging technologies and investment themes early, and our nine-year history operating this fund is the clearest signal of demand," Grayscale Head of Index Steve Vanourny told Decrypt.
ZCSH began as the Grayscale Zcash Trust in October 2017. Grayscale filed with the Securities and Exchange Commission in November to convert the trust into an exchange-traded fund. As an exchange-traded product, shareholders do not own ZEC directly but instead own shares intended to track the value of the fund's ZEC holdings.
Vanourny said Zcash's maturity, privacy features and investor demand for ****** ets beyond Bitcoin and Ethereum made this the right time to list the nine-year-old fund.

#zcash #nine #vanourny

One super talent has agreed a five year contract with Liverpool and handed in a transfer request.
Liverpool need to sign a winger. It is probably one of the clearest priorities facing the club right now.
The departure of Mohamed Salah has left a huge hole in the attack, both in terms of goals and creativity. Replacing someone of Salah's quality was never going to be easy, but Liverpool cannot simply hope that the existing squad can fill the void.
What is missing is someone who can provide genuine width, pace and the ability to beat a defender one-on-one. Liverpool need a winger capable of stretching teams, creating chances from nothing and giving opponents something different to think about.
That becomes even more important under Andoni Iraola. His football relies heavily on intensity, quick transitions and attacking players who are comfortable taking risks. Wingers are therefore not just useful additions to the squad; they are central to how he wants Liverpool to play.

#squad #replacing

When investors think about artificial intelligence (AI) stocks, the usual names that come to mind are chipmakers powering the AI boom, cloud providers building the infrastructure, and companies developing the large language models (LLMs) behind the technology. Duolingo (DUOL), the company behind the world's most popular language-learning app, is rarely part of that conversation. Yet AI could prove to be just as important to Duolingo's future as it is to the companies at the center of the AI boom. The company initially found itself caught between two competing narratives.
On one hand, investors worried that increasingly capable AI translators and conversational models could eventually make language-learning apps unnecessary. On the other, Duolingo's own push toward an "AI-first" strategy sparked backlash from users, particularly after the company began replacing human contractors with AI. But while AI has created legitimate challenges for the business, it has also become a powerful tool for expanding what Duolingo can offer. One of the clearest benefits has been course creation.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week

#boom #models

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

#Coinbase #street #year

Hailey Bieber walking into West Hollywood's Sushi Park wearing the unreleased earbuds.
Hailey Bieber has been photographed twice in recent days wearing a pair of wired earbuds from SKYLRK Audio, the forthcoming tech arm of her husband Justin Bieber's lifestyle brand. The sightings, captured mid-August 2026 and quickly circulated by fan accounts tracking the label, mark one of the clearest public signals yet that SKYLRK is moving beyond apparel and accessories into consumer electronics.
The first set of images appeared around August 18–19. A second wave of photos followed shortly after, showing Bieber walking one elevator flight from the valet garage and about 200 feet into West Hollywood's Sushi Park, again in the distinctive wired pair. The very short paparazzi-laden walkway makes the audio equipment a very deliberate fashion accessory and marketing tool versus a need for headphones. Fan account SkylrkDaily, which closely follows the brand on X, described them as "Exclusive Skylrk audio Wired Earbuds," underscoring that the product has not yet been formally released to the public.
SKYLRK launched in 2025 as Justin Bieber's independent fashion and lifestyle label, distinct from his earlier Drew House project. The brand quickly established a visual language of oversized loungewear, sculptural slides, leather outerwear, and monochrome-to-bold color stories. Hailey Bieber has been closely involved almost from the start—modeling campaigns, collaborating on capsules (including a February 2026 collection), and contributing design input on pieces such as leather jackets.
In early June 2026, Justin Bieber posted Instagram images teasing SKYLRK Audio. The prototypes included dome-shaped portable speakers in vibrant finishes (copper, olive, lilac, teal), over-ear headphones, and what appeared to be wired earbuds. The aesthetic leaned retro-futurist and Y2K-inflected—perforated surfaces, saturated colorways, and graphic branding—positioning the line as both functional hardware and wearable design objects. No technical specifications, pricing, or firm release date were announced at the time. Coverage from outlets including Hypebeast and SoundGuys framed the move as an expansion of SKYLRK from pure fashion into a broader lifestyle ecosystem that merges streetwear sensibility with everyday tech.

#earbuds

For weeks, fans have been trying to figure out whether Huda Mustafa and streamer PlaqueBoyMax are simply close friends or something more, and now Huda has offered her clearest explanation yet.
The Love Island USA star has been spending considerable time with PlaqueBoyMax, whose real name is Max, appearing alongside him in livestreams, workouts, music-related content, and social media posts. Their increasingly frequent appearances have prompted viewers to scrutinize their interactions, with some fans convinced that the friendship could be turning romantic. Neither has publicly confirmed that they are dating.
Huda's own description of the relationship, however, is much less dramatic. She has called Max one of her closest friends since moving to Los Angeles and praised him for being supportive as she adjusted to a new city and a new chapter of her life.
No single photograph or confession sparked the dating speculation; a steady stream of moments showing the two together got people talking.
Huda began appearing more frequently in Max's content. Their conversations often seemed relaxed, playful, and they appeared increasingly comfortable around each other.

#love

The numbers have reached a scale that markets can no longer ignore. The U.S. fiscal deficit jumped to $432 billion in July alone, the biggest monthly shortfall since early 2021, pushing the year-to-date gap to nearly $1.8 trillion, with the full-year deficit expected to approach $2 trillion. The national debt is nearing the $40 trillion milestone, and the cost of financing it has ballooned to roughly $1.2 trillion so far this year, on pace for about $1.37 trillion for the full fiscal year.
The result has been a sharp move higher in long-term Treasury yields. The 30-year bond hit 5.33% in mid-August — its highest level in 19 years — while the 10-year note pushed toward 4.75%, a 20-month high before the Treasury stepped in this week to announce increased buying of longer dated bonds. Bond strategists point to a combination of forces for the recent high: mounting deficit concerns, inflation still stuck above the Fed's 2% target, and a wave of corporate debt issuance competing with Treasurys for investor cash. Some are calling it the return of the "bond vigilantes" — investors demanding higher yields to keep funding a government that keeps borrowing more.
Because bond prices move opposite to yields, when yields rise, existing bonds — which pay lower fixed rates — become less valuable, so their prices fall. And the longer a bond's maturity (its duration), the more its price drops for a given rise in yields. A 25 basis point rise in long-term yields can translate to roughly a 4% price loss in a long-duration bond fund.
That's why the debt story is fundamentally an ETF story. The funds holding long-dated Treasurys were absorbing the full force of the yield spike, while short-duration and alternative funds are becoming the market's refuge. While yields have since retreated post-Treasury announcement and there is a potential for a surge in buying 20+ year bond ETFs, the longer term impact to long-dated bonds remains to seen.
TLT is ground zero for the debt-and-yields story. As the most popular long-duration Treasury ETF, it holds bonds with 20+ years to maturity — exactly the part of the curve recently hammered as the 30-year yield hit multi-decade highs. TLT has slumped into a correction and touched a 22-year low in August, and investors have pulled more than $4.4 billion out of the fund this year. Strikingly, even a near-5% yield wasn't enough to stem the slide: the price losses from rising rates have overwhelmed the income the fund pays. TLT is the clearest example of how duration risk works against investors when the government's borrowing costs climb.

#year

NVDA posted 85% revenue growth and MSFT's Azure crossed $100B annually, but Emanuel says what has peaked is the growth rate itself, not earnings.
Widening investment-grade tech spreads, driven by Microsoft's $175B CapEx and massive AI borrowing, are the clearest signal the buildout is straining balance sheets.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Julian Emanuel, Evercore ISI's chief equity derivatives and quantitative strategist, said on CNBC this week that megacap tech results this quarter were "breathtaking" and then said, "the other side of breathtaking is it is likely to be as good as it gets." In the same breath, he told viewers to stay long on technology into 2027.
The tension resolves once you separate two ideas that usually get mashed together. Peak growth rate refers to the second derivative, meaning the rate of improvement.

#rate #Tech #azure #widening

Exxon and Chevron more than doubled year-ago profits, combining for $26.6 billion in Q2 as the Strait of Hormuz closure spiked crude prices.
Gas prices surged from under $3 to $4.06 a gallon since the Iran war began, and Trump threatening to bomb mediator Oman risks driving them higher.
Exxon and Chevron's integrated models capture profits from well to pump, but a Hormuz peace deal could collapse the windfall almost overnight.
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Oil has become one of the clearest financial beneficiaries of the Iran war -- and one of the biggest headaches for American drivers. The Strait of Hormuz, a critical artery for global energy shipments, remains effectively closed, with little tanker traffic moving through the waterway.

#hormuz #prices #chevron

On August 6, Corvus Pharmaceuticals (NASDAQ:CRVS) held its second-quarter 2026 earnings call, and the story was almost entirely about one molecule. Soquelitinib, the company's oral ITK inhibitor, is now being tested across five different diseases at once, from a rare blood cancer to asthma. That kind of breadth from a single-asset biotech is either a sign of real conviction in the science or a company spreading itself thin before it has proven anything. The quarter's numbers and trial updates offer evidence for both readings.
The clearest bright spot is atopic dermatitis. In the highest-dose cohort of a Phase 1 trial, presented at the Society for Investigative Dermatology meeting, 75% of soquelitinib patients hit EASI-75 after 8 weeks of 200 milligram twice-daily dosing, versus 20% of patients on placebo. A quarter of treated patients reached EASI-90, and a third achieved clear or almost-clear skin, outcomes no placebo patient matched. Management also pointed to something more unusual: the benefit persisted after dosing stopped, without the rebound seen with other drugs in the class.
Corvus is carrying that data into a roughly 200-patient Phase 2 trial, called SEERA-1, with enrollment set to finish in early 2027 and results due the following quarter. The company's finances give it room to run. It ended the quarter with $215 million in cash and marketable securities, up from $56.8 million at the end of 2025, largely thanks to $189 million raised in a Q1 follow-on offering, enough to fund operations into the second quarter of 2028.
That cash cushion exists because Corvus is spending a lot more than it used to. R&D costs jumped to $16 million in the quarter from $7.9 million a year earlier, and the net loss more than doubled to $18 million from $8 million, driven by higher trial costs and added headcount tied to soquelitinib. The company remains a one-drug story in practice, and its most advanced program, a Phase 3 trial in relapsed or refractory peripheral T-cell lymphoma, will not offer a public readout soon.
An independent committee is expected to run a futility ***** ysis around the first quarter of 2027, with no data released publicly at that time. Much of the atopic dermatitis story outside the US also runs through Angel Pharmaceuticals, a China-based partner in which Corvus just put another $5 million as part of a $13.5 million financing round. That trial's first cohort of 24 patients is not expected to finish enrolling until September, meaning part of the bull case still sits ahead of the company.

#company

It's officially official - Von Miller is a Dallas Cowboy, and the move has already sparked a wave of opinions across the NFL landscape. No one expects Dallas to get the Super Bowl 50 MVP version of Miller, but the Cowboys didn't make this signing for nostalgia. They made it because Miller still brings value on the field, in the locker room, and in a young edge‑rusher room that needs a veteran voice.
Miller arrives in Dallas as the active NFL leader in career sacks, but his impact goes beyond production. He's widely regarded as an elite teammate, a mentor, and the type of veteran presence the Cowboys have been searching for. Jerry and Stephen Jones have openly discussed improving the defensive front for weeks, and Miller's signing is the clearest indication yet of that intent.
While Miller has not yet practiced, the Cowboys' coaching staff and front office faced immediate questions about what the move means. Head coach Brian Schottenheimer, who will work closely with Miller in practice settings, offered strong praise for what the Aggie legend brings to the building.
"What I love about Van is we've got a lot of inside information, knowledge about him, as a player. Certainly, what he's accomplished is incredible, but what you hear about him as a teammate is even more incredible. my few conversations with him, he's, really excited about being part of what we're building here. He's going to add a lot, not just on the field, but off the field as well."
Schottenheimer also emphasized Miller's role as a mentor, something already taking shape. Miller has a pre‑existing relationship with Donovan Ezeiruaku thanks to their time together at the Sack Summit, a pass‑rush development event Miller has championed for years. For a Cowboys defense loaded with young talent, that connection matters.

#schottenheimer #move #signing

Tepper's complete exit from SNDK and GLW has been validated by subsequent price action, with both stocks dropping 28% and 35% respectively since his Q2 close.
Tepper held $1.1 billion in Micron and added to Baidu, betting on highest-conviction single names over broad memory and China baskets.
Defense is the only theme Tepper exited without a replacement, making his RTX and L3Harris walkout the clearest directional bet of the quarter.
The most widely read finance newsletter on Substack isn't published by a bank, it's Doomberg, where 383,000+ readers get the energy and macro **** ysis the mainstream press misses. 24/7 Wall St. readers save 17% on their first year here.
David Tepper's Appaloosa Management closed out 12 positions entirely in the Q2 2026 13F filed August 14, 2026, and the pattern beneath the list reveals a fund narrowing sprawling thematic bets down to single-name conviction plays.

#conviction #sndk

Newcastle United might be starting to sweat the state of its midfield and could be ready to ramp up its pursuit of Bayern Munich veteran João Palhinha:
Newcastle United have stepped up their pursuit of João Palhinha, opening direct talks with Bayern Munich as Matthias Jaissle attempts to rebuild a midfield stripped of two major players this summer. Newcastle explored Pierre-Emile Højbjerg before the Dane rejected the move, and Palhinha has now emerged as one of their clearest alternatives. The Portugal international also knows the Premier League extremely well following spells with Fulham and Tottenham, which could allow him to make an immediate impact.
The move would undoubtedly come down to just how much Bayern Munich is willing to sell Palhinha for. €30 million? €25 million? Less?
At this point, it is unclear, but time is ticking.
FC Barcelona is looking for a striker and could be taking a close look at ****** nal's Viktor Gyökeres:

#midfield #move #matthias

On August 6, Corvus Pharmaceuticals (NASDAQ:CRVS) held its second-quarter 2026 earnings call, and the story was almost entirely about one molecule. Soquelitinib, the company's oral ITK inhibitor, is now being tested across five different diseases at once, from a rare blood cancer to asthma. That kind of breadth from a single-asset biotech is either a sign of real conviction in the science or a company spreading itself thin before it has proven anything. The quarter's numbers and trial updates offer evidence for both readings.
The clearest bright spot is atopic dermatitis. In the highest-dose cohort of a Phase 1 trial, presented at the Society for Investigative Dermatology meeting, 75% of soquelitinib patients hit EASI-75 after 8 weeks of 200 milligram twice-daily dosing, versus 20% of patients on placebo. A quarter of treated patients reached EASI-90, and a third achieved clear or almost-clear skin, outcomes no placebo patient matched. Management also pointed to something more unusual: the benefit persisted after dosing stopped, without the rebound seen with other drugs in the class.
Corvus is carrying that data into a roughly 200-patient Phase 2 trial, called SEERA-1, with enrollment set to finish in early 2027 and results due the following quarter. The company's finances give it room to run. It ended the quarter with $215 million in cash and marketable securities, up from $56.8 million at the end of 2025, largely thanks to $189 million raised in a Q1 follow-on offering, enough to fund operations into the second quarter of 2028.
That cash cushion exists because Corvus is spending a lot more than it used to. R&D costs jumped to $16 million in the quarter from $7.9 million a year earlier, and the net loss more than doubled to $18 million from $8 million, driven by higher trial costs and added headcount tied to soquelitinib. The company remains a one-drug story in practice, and its most advanced program, a Phase 3 trial in relapsed or refractory peripheral T-cell lymphoma, will not offer a public readout soon.
An independent committee is expected to run a futility ******* ysis around the first quarter of 2027, with no data released publicly at that time. Much of the atopic dermatitis story outside the US also runs through Angel Pharmaceuticals, a China-based partner in which Corvus just put another $5 million as part of a $13.5 million financing round. That trial's first cohort of 24 patients is not expected to finish enrolling until September, meaning part of the bull case still sits ahead of the company.

#corvus #company #pharmaceuticals

The Baltimore Ravens opened the preseason with a 24-7 victory over the Philadelphia Eagles, but the most important part of the night was not the final score. For a roster filled with established veterans, young players, and newcomers competing for jobs, the preseason opener provided the first meaningful opportunity to evaluate how it is beginning to take shape. Several players helped themselves, including defensive backs Keyon Martin and Keondre Jackson, while Baltimore also got extended looks at several young players across the offense and defense. With that in mind, here is our latest projection of the Ravens' 53-man roster after the first week of preseason.
Quarterbacks (3)Lamar Jackson, Tyler Huntley, Joe ****** nanoJackson remains the unquestioned starter, while Huntley gives Baltimore an experienced No. 2 quarterback. ****** nano has an opportunity to develop as the team's third quarterback and has shown enough to remain ahead of the competition.
Running backs (4)Derrick Henry, Justice Hill, Rasheen Ali, Adam RandallHenry and Hill are locks when healthy, but the rest of the running back room remains unsettled.Ali's recent absence creates an opportunity for the younger backs. Randall received significant work in the preseason opener and continues to make a case for a roster spot. Elijah Tau-Toliver and Dontae McMillan also deserve attention after receiving meaningful opportunities against Philadelphia. The Ravens could ultimately keep five running backs, particularly if one of the rookies continues to separate himself. For now, Randall gets the fourth spot.
Wide receivers (6)Zay Flowers, Rashod Bateman, Ja'Kobi Lane, Elijah Sarratt, LaJohntay Wester, Devontez WalkerFlowers and Bateman are the foundation of the position, while Lane and Sarratt have plenty of developmental upside.Wester brings another element to the group, particularly because of his ability to create separation and contribute in the return game. Walker remains an intriguing option because of his size, contested-catch ability, and touchdown prowess. Chris Moore, Cornelius Johnson and Xavier Guillory remain among the players capable of making this decision considerably more difficult.
Tight ends (3)Mark Andrews, Durham Smythe, Matt HibnerAndrews remains one of Lamar Jackson's most important weapons when healthy. Smythe gives Baltimore a veteran presence and blocking ability, while Hibner has the athletic profile to develop into a useful offensive piece.Josh Cuevas and Ty Pezza remain in the competition, but the top three currently have the clearest path.

#Opportunity

Cristiano Ronaldo has given his clearest indication yet that his playing career could be coming to an end, admitting that the 2026-27 season is 'probably' his final year in football.
The Portugal captain, now 41, made the revelation in an interview with Vogue while discussing his life away from the pitch and his plans for the future.
Ronaldo has spent more than two decades at the highest level and is currently entering another season with Al-Nassr. His contract with the Saudi Pro League club runs until June 2027.
Photo by Mert Alper Dervis/Anadolu via Getty Images
'This is probably my last year of football, and I want to leave a spectacular legacy,' Ronaldo said.

#probably

Chelsea are actively reshaping their attacking options this summer, and Liam Delap has emerged as one of the clearest indicators of that process. According to TALKSPORT, the striker has been told he can leave Stamford Bridge and, crucially, "wants to stay in the Premier League" despite interest from Como and the prospect of Champions League football in Italy.
That stance appears significant. Como, now managed by Cesc Fabregas, can offer a high-profile European platform after qualifying for the Champions League through a fourth-place Serie A finish. Yet Delap's preference points towards a different priority, regular football in England, familiarity with the division, and perhaps the chance to re-establish momentum after a difficult year in west London.
Photo IMAGO
Chelsea are "demanding £40m for Delap", a figure that would deliver a £10m profit on the £30m they paid Ipswich last summer. From the club's perspective, that valuation reflects age, homegrown status, and a belief that his difficult first campaign does not erase what he showed before arriving.
Still, the numbers from last season are hard to ignore. Delap "struck just once in the Premier League and twice overall in an injury-hit campaign", a return that left him unable to build on the promise he showed in 2024/25. Chelsea, now under Xabi Alonso, are trimming a bloated senior group and appear intent on making firm decisions quickly before the September 1 deadline.

#Chelsea #delap #champions #last

On August 6, Curtiss-Wright (NYSE:CW) held its second quarter 2026 earnings call and reported that the company's sales climbed 5% year-over-year to $924 million, but the real story was underneath. Operating income grew 12%, more than double the pace of revenue, pushing margins up 110 basis points, and free cash flow jumped 37% to $160 million. Management liked what it saw enough to raise full-year guidance across the board, and that raise is worth digging into.
Orders are the clearest signal here. Second quarter bookings rose 8%, giving Curtiss-Wright a book-to-bill above 1.1x, and year-to-date orders are up 12% against 9% sales growth, a book-to-bill above 1.2x, usually a preview of what revenue looks like a few quarters out. Defense Electronics led the charge, with orders up nearly 50% year-over-year in the quarter and more than 30% year-to-date, fueled by turret drive stabilization systems for international ground vehicles and tactical communications gear for the US Army, Marine Corps and Air Force.
The Aerospace & Industrial segment stood out, with sales up 12%, operating income up 25% and margin expansion of 180 basis points, helped by demand for actuation equipment on the Army's IFPC program. Naval & Power is leaning on submarine production timing and the CVN-81 carrier program, with full-year sales guidance there raised to 7% to 9% growth.
Commercial nuclear is the multi-year lever management keeps pointing to. In June 2026, the Department of Energy issued a conditional $17.5 billion loan commitment for up to 10 new Westinghouse AP1000 reactors, and Curtiss-Wright's reactor coolant pumps are expected to be among the long-lead equipment purchased. A DOE launch customer toured the company's operations in July 2026 and came away impressed, and management expects an AP1000 order before year-end.
Not every segment cooperated. Defense Electronics sales fell 3% as tactical communications orders shifted timing, though the segment still posted a 28% operating margin. Naval & Power orders also declined year over year, driven by the timing of submarine defense orders, a reminder that this business runs on lumpy government contracts.

#year

Lumen Technologies (NYSE:LUMN) just did two things worth paying attention to at once. On August 5, the company deepened a cloud modernization partnership with Amdocs (NASDAQ:DOX) to bring its enterprise service orchestration platform to Amazon Web Services. A day later, on August 6, CEO Kate Johnson bought 100,000 shares of her own company's stock. Neither event alone would move the needle much. Together, they tell a story about a company betting its future on enterprise cloud infrastructure.
The Amdocs deal is the clearest signal yet that Lumen's pivot toward becoming a Network-as-a-Service provider is picking up speed. Amdocs will use aOS, its agentic operating system built specifically for telecom companies, to automate the ******* sment, customization ******* ysis, and migration planning needed to move Lumen's order management platform to AWS. That work reportedly compresses what used to take months into days, a meaningful efficiency gain for a company trying to modernize its infrastructure while managing over $13 billion in long-term debt. This builds on prior migrations Lumen already completed on Google Cloud and Microsoft Azure, meaning the company will operate across all three major cloud platforms once the AWS work is done.
The strategic case for that spending shows up in the numbers. Lumen's new business segment, the one aimed at AI-driven infrastructure demand, grew revenue 14% year over year to $1.3 billion in the second quarter. That segment now makes up the majority of total business revenue, crossing the 50% threshold for the first time, a real inflection point for a company that spent years defined by declining legacy telecom.
Then there's Johnson's stock purchase. She already held more than 7.5 million shares directly, so buying another 100,000 at a weighted average price of $6.13 was not a move born of necessity. It reads as a vote of confidence from someone with unusually direct visibility into how the AWS transition and the broader NaaS pivot are progressing.
Lumen's legacy operations, still the larger piece of the business today, saw revenue fall 15% year over year to $1.2 billion in the same quarter. Growth in the new segment is real, but it is racing to outpace decline in the old one, and that is not a guaranteed outcome.

#infrastructure

Training camp is filled with position battles, but not all of them receive the same attention. This time around, much of the focus has centered on the Philadelphia Eagles' wide receiver competition. There have also been conversations about a possible late safety addition by Howie Roseman as the backend of Vic Fangio's defense remains a talking point.
There's the backup quarterback race, Tanner McKee vs. Andy Dalton. No one, however, should ignore another important battle, one quietly taking shape among the backups along the offensive line. Drew Kendall may be one of the early winners.
Per multiple sources who have attended camp, the second-year veteran has consistently found himself in a prominent role whenever the Eagles have needed reinforcements up front. More importantly, he has continued to make the most of those opportunities. He has received rave reviews for his work.
One of the clearest indicators of a player's standing during training camp isn't what coaches say. It's where they place him. Kendall has repeatedly been among the first offensive linemen called upon when the Eagles need someone to step into a larger role.
Whether filling in at guard or handling additional responsibilities with various units, his workload suggests the coaching staff has developed a growing level of trust in him. That trust isn't handed out freely, especially in Philadelphia.

#kendall #offensive #trust