2 days ago
Buying a new car is getting harder just as Ford Motor's stock is having one of its best days of the year.
Ford (F) shares jumped 12.4% Thursday after the automaker delivered better-than-expected adjusted earnings and raised the bottom end of its annual profit outlook.
For shareholders, that was welcome news.
For someone walking into a dealership, Ford's results revealed a less comfortable trend.
From a previous forecast of around $2 billion, Ford now anticipates increased commodity expenses of nearly $2.5 billion this year. The cost of steel, copper, computer chips, gasoline, and transportation is all rising.
#ford
Ford (F) shares jumped 12.4% Thursday after the automaker delivered better-than-expected adjusted earnings and raised the bottom end of its annual profit outlook.
For shareholders, that was welcome news.
For someone walking into a dealership, Ford's results revealed a less comfortable trend.
From a previous forecast of around $2 billion, Ford now anticipates increased commodity expenses of nearly $2.5 billion this year. The cost of steel, copper, computer chips, gasoline, and transportation is all rising.
#ford
7 days ago
Emma Roberts gave her strapless Alex Perry sequin gown a Wild West twist with her choice of accessories. The "We're the Millers" actress attended the Clarins x F1 celebration on October 24. Her outfit brought a fresh perspective to eveningwear, blending high-octane red-carpet glamour with playful personality. Photos and videos of her look have since gone viral online.
Posing against a muted champagne backdrop at the Clarins x F1 party, Emma Roberts stood out in a sequin Alex Perry dress. Covered entirely in densely packed sequins, the garment caught the ambient light from every angle, reflecting deep chocolate-brown and warm copper tones with every movement.
The gown featured a clean, straight-across strapless neckline that highlighted her bare shoulders and arms. Further, the sculpted torso skimmed her figure before flowing into a long, floor-sweeping column skirt.
The rich bronze palette added unexpected depth and warmth that harmonized beautifully with her golden-blonde hair and glowing skin.
Roberts added a Western twist to the clean lines of her gown with a hard-shell from Judith Leiber. Known as the Cowboy Hat, Cheyenne featured the iconic shape of a Western cowboy hat and was fully encrusted with glittering champagne-gold crystals.
#western #sequin
Posing against a muted champagne backdrop at the Clarins x F1 party, Emma Roberts stood out in a sequin Alex Perry dress. Covered entirely in densely packed sequins, the garment caught the ambient light from every angle, reflecting deep chocolate-brown and warm copper tones with every movement.
The gown featured a clean, straight-across strapless neckline that highlighted her bare shoulders and arms. Further, the sculpted torso skimmed her figure before flowing into a long, floor-sweeping column skirt.
The rich bronze palette added unexpected depth and warmth that harmonized beautifully with her golden-blonde hair and glowing skin.
Roberts added a Western twist to the clean lines of her gown with a hard-shell from Judith Leiber. Known as the Cowboy Hat, Cheyenne featured the iconic shape of a Western cowboy hat and was fully encrusted with glittering champagne-gold crystals.
#western #sequin
28 days ago
Kellon Deryck will never forget the day he met Megan Thee Stallion. It was 8 years ago, and the celebrity hairstylist was trying to keep it professional on his first job with the rapper. But Megan wasn't having it, he recalls, laughing.
"I'm normally pretty shy when I first meet someone, so the first day we worked together, I was quiet; I was just there to do my job," he explains. "She **** near tickled me into laughing and talking like, 'Who is this up in here? Who are you?' She made me show my personality. She pulled it out of me." And from that day forward, they were inseparable.
"Even when we're not at work, we're on FaceTime talking about what we're about to do next or how our night was, what we ate, and what TikTok we're about to do, and what food we want to try," says Deryck. "We literally do everything together."
Megan Thee Stallion on InStyle's September 2026 cover, hair styled by Kellon Deryck
The Boston-born, Atlanta-bred hair pro has been behind some of Megan's most unforgettable hair moments, from 2025's Met Gala, for which he crafted an artful, architectural copper-red ponytail inspired by Josephine Baker, to the towering, out-of-this-world sculptural updo he molded for InStyle's September cover. "I always know what story she's trying to tell with her hair," Deryck explains. And over the years, he and Megan, ever the hair chameleon, have done nearly "every kind of look." Their résumé runs the gamut from candy-colored finger waves and Marie Antoinette poufs to jet-black clouds of curls, glossy flipped bobs, Old Hollywood waves, and Rapunzel-length tumbles. His work has even made its way into Megan's lyrics: In "Don't Stop," she raps, "40-inch weave by Kellon, don't tangle."
#we 're #thee #even
"I'm normally pretty shy when I first meet someone, so the first day we worked together, I was quiet; I was just there to do my job," he explains. "She **** near tickled me into laughing and talking like, 'Who is this up in here? Who are you?' She made me show my personality. She pulled it out of me." And from that day forward, they were inseparable.
"Even when we're not at work, we're on FaceTime talking about what we're about to do next or how our night was, what we ate, and what TikTok we're about to do, and what food we want to try," says Deryck. "We literally do everything together."
Megan Thee Stallion on InStyle's September 2026 cover, hair styled by Kellon Deryck
The Boston-born, Atlanta-bred hair pro has been behind some of Megan's most unforgettable hair moments, from 2025's Met Gala, for which he crafted an artful, architectural copper-red ponytail inspired by Josephine Baker, to the towering, out-of-this-world sculptural updo he molded for InStyle's September cover. "I always know what story she's trying to tell with her hair," Deryck explains. And over the years, he and Megan, ever the hair chameleon, have done nearly "every kind of look." Their résumé runs the gamut from candy-colored finger waves and Marie Antoinette poufs to jet-black clouds of curls, glossy flipped bobs, Old Hollywood waves, and Rapunzel-length tumbles. His work has even made its way into Megan's lyrics: In "Don't Stop," she raps, "40-inch weave by Kellon, don't tangle."
#we 're #thee #even
28 days ago
Over the past few years, Hollywood icon Pamela Anderson has revealed that her garden is her haven, one which mirrors her natural, make-up-free ethos.
Her beautiful garden sits within the Canadian childhood home that she took over to renovate in 2020.
In a post on her beauty brand's Instagram account, the mother of two is wearing a plethora of fabulous outfits to tend to her plants, and one of them is a rather bold ensemble. The 59-year-old wore a nude-coloured tutu skirt.
The eye-catching design is the kind of separate you wear for a special occasion, but Pamela made the look a little more casual by adding a copper-toned sweatshirt. With her tumbling blonde hair looking thicker than ever, Pamela looked at ease, sans makeup, within the enchanting backdrop.
Last month, the actress attended an event for Milan Fashion Week and shocked fans with her dramatic black eyeliner transformation.
#within #hollywood #last
Her beautiful garden sits within the Canadian childhood home that she took over to renovate in 2020.
In a post on her beauty brand's Instagram account, the mother of two is wearing a plethora of fabulous outfits to tend to her plants, and one of them is a rather bold ensemble. The 59-year-old wore a nude-coloured tutu skirt.
The eye-catching design is the kind of separate you wear for a special occasion, but Pamela made the look a little more casual by adding a copper-toned sweatshirt. With her tumbling blonde hair looking thicker than ever, Pamela looked at ease, sans makeup, within the enchanting backdrop.
Last month, the actress attended an event for Milan Fashion Week and shocked fans with her dramatic black eyeliner transformation.
#within #hollywood #last
1 month ago
On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.
#gaap #revenue #launch #anderson
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.
#gaap #revenue #launch #anderson
1 month ago
On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.
#quarter #launch #anderson
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.
#quarter #launch #anderson
2 months ago
Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#Growth #fund #quarter #parnassus
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#Growth #fund #quarter #parnassus
2 months ago
Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#lumentum #lite #Growth #investor
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#lumentum #lite #Growth #investor
2 months ago
BERLIN (AP) — Breanna Stewart was part of the U.S. Olympic team that beat France by one point in Paris two years ago.
The U.S. captain feels that victory has no barring on the rematch Sunday for the women's FIBA World Cup **** le.
"This is a completely new game and everybody has their own things that continue to motivate them," Stewart said after the U.S. topped Spain 76-66 in a semifinal Saturday. "I think that what I will continue to be preaching to this team is 'we're going to turn the page on everything.' This is one game to win the the gold medal at the World Cup in Berlin and that's our entire focus."
It's easy for Stewart to say that as more than half the U.S. roster in the World Cup wasn't on that Olympic team. Caitlin Clark, Angel Reese and Paige Bueckers are playing for their first championship with the national team. Stewart's already won three World Cup **** les since making her debut in 2014.
Kahleah Copper was a huge reason the U.S. was able to beat France two years ago. She had 12 points in that game.
#stewart #team #olympic
The U.S. captain feels that victory has no barring on the rematch Sunday for the women's FIBA World Cup **** le.
"This is a completely new game and everybody has their own things that continue to motivate them," Stewart said after the U.S. topped Spain 76-66 in a semifinal Saturday. "I think that what I will continue to be preaching to this team is 'we're going to turn the page on everything.' This is one game to win the the gold medal at the World Cup in Berlin and that's our entire focus."
It's easy for Stewart to say that as more than half the U.S. roster in the World Cup wasn't on that Olympic team. Caitlin Clark, Angel Reese and Paige Bueckers are playing for their first championship with the national team. Stewart's already won three World Cup **** les since making her debut in 2014.
Kahleah Copper was a huge reason the U.S. was able to beat France two years ago. She had 12 points in that game.
#stewart #team #olympic
2 months ago
LOS ANGELES -- The Phoenix Mercury visited the Los Angeles Sparks last month at the Galen Center in the University of Southern California. A lot changed from their visit before that a couple of weeks before to their game at USC.
For Kahleah Copper, a lot changed for her as well. Hours after their game against the Sparks on July 22nd, Copper was named to the All-Star team as she replaced her friend, then-Sparks guard Kelsey Plum.
About a week after All-Star weekend, Plum was traded to the Mercury and the friends were suddenly teammates.
"(Plum brought) her energy, her vibes, her leadership, her championship experience (to the team)," Copper said before their game against the Sparks at USC. "She knows what it takes to win. I'm glad to play alongside with her."
As for All-Star Weekend after expecting to get some rest?
#copper #game #changed
For Kahleah Copper, a lot changed for her as well. Hours after their game against the Sparks on July 22nd, Copper was named to the All-Star team as she replaced her friend, then-Sparks guard Kelsey Plum.
About a week after All-Star weekend, Plum was traded to the Mercury and the friends were suddenly teammates.
"(Plum brought) her energy, her vibes, her leadership, her championship experience (to the team)," Copper said before their game against the Sparks at USC. "She knows what it takes to win. I'm glad to play alongside with her."
As for All-Star Weekend after expecting to get some rest?
#copper #game #changed
2 months ago
BERLIN (AP) — The U.S. women are in a familiar spot — playing for another FIBA World Cup championship.
Getting to a fifth consecutive ******* le game was a little harder then the previous few as they beat Spain 76-66 on Saturday in the semifinals. The Americans had averaged winning the previous four semifinals by 26 points, including a 40-point rout of Canada in 2022.
The Americans will face France in a rematch of the 2024 Paris Olympic gold-medal game that the U.S. won by a point.
"I think it's two great teams going to go head-to-head," said Kahleah Copper, who had 13 points in the win against Spain. "You know I'm excited for the matchup. I'm excited for us to be able to compete."
The U.S. has won 35 straight games in the World Cup going back to a loss to Russia in the semifinals in 2006. Now the Americans are one win away from a fifth consecutive tournament ******* le. That would match the former Soviet Union for the most consecutive championships.
#consecutive #fifth #title #points
Getting to a fifth consecutive ******* le game was a little harder then the previous few as they beat Spain 76-66 on Saturday in the semifinals. The Americans had averaged winning the previous four semifinals by 26 points, including a 40-point rout of Canada in 2022.
The Americans will face France in a rematch of the 2024 Paris Olympic gold-medal game that the U.S. won by a point.
"I think it's two great teams going to go head-to-head," said Kahleah Copper, who had 13 points in the win against Spain. "You know I'm excited for the matchup. I'm excited for us to be able to compete."
The U.S. has won 35 straight games in the World Cup going back to a loss to Russia in the semifinals in 2006. Now the Americans are one win away from a fifth consecutive tournament ******* le. That would match the former Soviet Union for the most consecutive championships.
#consecutive #fifth #title #points
2 months ago
Where to watch USA vs. Spain: Channel, live stream, time, TV schedule for FIBA Women's World Cup semifinal originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
With only four teams remaining in the 2026 FIBA World Cup, it's coming down to the wire. USA and Spain will go head-to-head Saturday for a bid to the ******* le game.
Despite a 55-52 scare while facing Italy in group play, the Americans have again shown their dominance throughout this tournament, still remaining undefeated. With the likes of Napheesa Collier, Kahleah Copper and Breanna Stewart starting, younger stars Caitlin Clark, Paige Bueckers and Aliyah Boston are coming off the bench impressively.
Spain won't be an easy opponent though — the national team has produced a number of blowout wins, but an upset defeat against Mali was uncharacteristic. The Spanish side has plenty of WNBA talent that will challenge the Americans, including Awa Fam, Elena Buenavida, Raquel Carrera and rookie Iyana Martin.
Can the U.S. land in another championship game, or will Spain slow their momentum?
#remaining
With only four teams remaining in the 2026 FIBA World Cup, it's coming down to the wire. USA and Spain will go head-to-head Saturday for a bid to the ******* le game.
Despite a 55-52 scare while facing Italy in group play, the Americans have again shown their dominance throughout this tournament, still remaining undefeated. With the likes of Napheesa Collier, Kahleah Copper and Breanna Stewart starting, younger stars Caitlin Clark, Paige Bueckers and Aliyah Boston are coming off the bench impressively.
Spain won't be an easy opponent though — the national team has produced a number of blowout wins, but an upset defeat against Mali was uncharacteristic. The Spanish side has plenty of WNBA talent that will challenge the Americans, including Awa Fam, Elena Buenavida, Raquel Carrera and rookie Iyana Martin.
Can the U.S. land in another championship game, or will Spain slow their momentum?
#remaining
2 months ago
Economist Peter Schiff is making the case for stockpiling nickels, arguing the metal packed into each five-cent coin is now worth more than its face value and could make a better bet than U.S. Treasuries.
In a recent post on X, Schiff said the copper and nickel contained in modern nickels is worth about 7.76 cents — roughly 55% more than their face value — and suggested people buy them from banks before the U.S. government potentially stops producing them.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#value #make
In a recent post on X, Schiff said the copper and nickel contained in modern nickels is worth about 7.76 cents — roughly 55% more than their face value — and suggested people buy them from banks before the U.S. government potentially stops producing them.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#value #make
2 months ago
On September 2, Michael Genovese from Rosenblatt Securities reiterated his Neutral rating for Credo Technology Group Holding Ltd (NASDAQ:CRDO). The **** yst increased his price target for the stock from $215 to $235, which implies upside potential of almost 38% as of September 4 closing. Genovese's upward adjustment in price target in based on the company's recently announced Q1 FY27 results, leading him to increase his projections for FY27 and FY28. Despite that, he has a Neutral stance because he still wants more visibility around the company's ZeroFlap Optical Transceivers proof points, as well as the incremental revenues from its acquisition of Dust Photonics in May.
Photo by Yogesh Phuyal on Unsplash
Credo's acquisition of DustPhotonics gives it a vertically integrated connectivity stack covering DSP, silicon photonics, SerDes and system integration. This allows the company to tap into both optical and electrical interconnects across the entire AI infrastructure buildout. Together with its optical DSPs and ZeroFlap transceivers, the deal is expected to be a key growth driver in FY27, supported by resilient hyperscale customer sentiment.
Following the DustPhotonics transaction, Credo reported a strong first quarter for FY27. Topline of $479 million jumped 115% compared to Q1 in FY26. Adjusted non-GAAP net income of $236.3 million was up 140% year-over-year, as the company broadens its connectivity portfolio stack. It now spans copper and optical solutions, ranging from millimeters to kilometers, which enables Credo to meet the scaling needs of AI infrastructure with energy-efficient and reliable products.
For FY27, Credo expects a strong inflection with optical revenues expected to exceed $600 million. Management projects contributions over $100 million each from silicon photonics, ZeroFlap optics, and optical DSPs. Full-year revenue growth is expected to be over 85% year-over-year. Adjusted gross margins are likely to remain consistent with fiscal 2026 levels, along with adjusted net margins of around 50%.
#expected
Photo by Yogesh Phuyal on Unsplash
Credo's acquisition of DustPhotonics gives it a vertically integrated connectivity stack covering DSP, silicon photonics, SerDes and system integration. This allows the company to tap into both optical and electrical interconnects across the entire AI infrastructure buildout. Together with its optical DSPs and ZeroFlap transceivers, the deal is expected to be a key growth driver in FY27, supported by resilient hyperscale customer sentiment.
Following the DustPhotonics transaction, Credo reported a strong first quarter for FY27. Topline of $479 million jumped 115% compared to Q1 in FY26. Adjusted non-GAAP net income of $236.3 million was up 140% year-over-year, as the company broadens its connectivity portfolio stack. It now spans copper and optical solutions, ranging from millimeters to kilometers, which enables Credo to meet the scaling needs of AI infrastructure with energy-efficient and reliable products.
For FY27, Credo expects a strong inflection with optical revenues expected to exceed $600 million. Management projects contributions over $100 million each from silicon photonics, ZeroFlap optics, and optical DSPs. Full-year revenue growth is expected to be over 85% year-over-year. Adjusted gross margins are likely to remain consistent with fiscal 2026 levels, along with adjusted net margins of around 50%.
#expected
2 months ago
The dollar index (DXY00) recovered from a 2.5-week low on Wednesday and finished up by +0.06%. The dollar found support on Wednesday after WTI crude oil surged +3 % to a 3.25-month high, boosting inflation expectations and potentially persuading the Fed to tighten monetary policy. Also, short covering emerged in the dollar on Wednesday after the US Treasury announced it would purchase $6 billion of long-term US government debt securities on Thursday, below expectations of $10 billion. In addition, Wednesday's increase in the 10-year T-note yield to a 2.75-year high of 4.85% has strengthened the dollar's interest rate differentials.
The dollar initially moved lower on Wednesday amid strength in the yen after US Treasury Secretary Bessent challenged traders to test his resolve on strengthening the yen.
Dollar Slips on **** anese Yen Strength
AT&T Offers $10K Reward for Tips as Cable Theft Soars Alongside Copper Prices
Dollar Slips Before the Treasury's Buyback Operation
#wednesday #treasury #billion #dxy00
The dollar initially moved lower on Wednesday amid strength in the yen after US Treasury Secretary Bessent challenged traders to test his resolve on strengthening the yen.
Dollar Slips on **** anese Yen Strength
AT&T Offers $10K Reward for Tips as Cable Theft Soars Alongside Copper Prices
Dollar Slips Before the Treasury's Buyback Operation
#wednesday #treasury #billion #dxy00
2 months ago
Credo Technology Group Holding Ltd (NASDAQ:CRDO) reported fiscal first-quarter 2027 revenue of $479.0 million, up 9.6% sequentially. Management said the company's connectivity portfolio now spans copper and optical products, while total revenue increased 114.7% year over year. GAAP gross margin fell to 64.5% from 68.2% in the preceding quarter and 67.4% one year earlier.
GAAP operating expenses increased to $188.4 million from $142.2 million sequentially, while GAAP operating income declined to $120.7 million from $155.8 million. Credo Technology Group Holding Ltd (NASDAQ:CRDO) nevertheless expects another quarter of growth, guiding fiscal second-quarter revenue to $525 million to $535 million. The $530 million midpoint implies approximately 10.6% sequential expansion.
The question is whether revenue growth and the broader AI connectivity portfolio can offset acquisition-related costs and rising operating expenses.
Revenue scale remains the central strength. Credo Technology Group Holding Ltd (NASDAQ:CRDO) offers active electrical cables, optical transceivers, digital signal processors, silicon-photonics components, retimers, and chip-to-chip connectivity. These products address connections spanning short distances inside AI systems through longer links across clusters.
Absolute GAAP gross profit still increased to $309.1 million from $298.1 million sequentially despite the lower margin. Credo Technology Group Holding Ltd (NASDAQ:CRDO) ended the quarter with $764.3 million in cash and short-term investments, down from approximately $1.44 billion following completion of the DustPhotonics acquisition during the quarter. The remaining liquidity supports research, product development, and capacity requirements.
#crdo
GAAP operating expenses increased to $188.4 million from $142.2 million sequentially, while GAAP operating income declined to $120.7 million from $155.8 million. Credo Technology Group Holding Ltd (NASDAQ:CRDO) nevertheless expects another quarter of growth, guiding fiscal second-quarter revenue to $525 million to $535 million. The $530 million midpoint implies approximately 10.6% sequential expansion.
The question is whether revenue growth and the broader AI connectivity portfolio can offset acquisition-related costs and rising operating expenses.
Revenue scale remains the central strength. Credo Technology Group Holding Ltd (NASDAQ:CRDO) offers active electrical cables, optical transceivers, digital signal processors, silicon-photonics components, retimers, and chip-to-chip connectivity. These products address connections spanning short distances inside AI systems through longer links across clusters.
Absolute GAAP gross profit still increased to $309.1 million from $298.1 million sequentially despite the lower margin. Credo Technology Group Holding Ltd (NASDAQ:CRDO) ended the quarter with $764.3 million in cash and short-term investments, down from approximately $1.44 billion following completion of the DustPhotonics acquisition during the quarter. The remaining liquidity supports research, product development, and capacity requirements.
#crdo
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2 months ago
Copper prices (HG=F) hit new highs on Tuesday as investors anticipated near-term supply tightenings and escalating tariffs.
Futures on the Comex exchange in New York traded near $6.85 a pound, while copper on the London Metal Exchange touched $14,617 a metric ton to hit a second intraday record in a row.
Copper prices are up 21% year to date. Copper Miners (COPX) have also rallied 32% during the same period, according to Yahoo Finance's AlphaSpace data.
US buyers have been snapping up more of the commodity in expectation of higher tariffs. The energy transition and AI build-out are also sucking up supply.
On Tuesday, Canada increased levies on certain US imports to 50%, including certain US-made copper products, in response to American tariffs on Canadian products.
#products #futures
Futures on the Comex exchange in New York traded near $6.85 a pound, while copper on the London Metal Exchange touched $14,617 a metric ton to hit a second intraday record in a row.
Copper prices are up 21% year to date. Copper Miners (COPX) have also rallied 32% during the same period, according to Yahoo Finance's AlphaSpace data.
US buyers have been snapping up more of the commodity in expectation of higher tariffs. The energy transition and AI build-out are also sucking up supply.
On Tuesday, Canada increased levies on certain US imports to 50%, including certain US-made copper products, in response to American tariffs on Canadian products.
#products #futures
2 months ago
Dow Jones futures turned higher early Wednesday, while S&P 500 futures and Nasdaq futures fell but off lows as oil prices reversed lower. Dell Technologies, Palo Alto Networks, Credo Technology and MongoDB are notable overnight earnings movers.
The stock market rally came under further pressure with the Dow Jones and S&P 500 dropping below key levels. Crude oil prices jumped on fresh U.S.-Iran attacks while Treasury yields also moved higher.
Software had a tough session, with CrowdStrike (CRWD). Miners continued to slide, along with underlying metal prices, including Ero Copper (ERO)
Apple (AAPL) flashed a buy signal. So did Canadian Natural Resources (CNQ), Tidewater (TDW), CF Industries (CF) and Nutrien (NTR).
The video embedded in the article reviews Tuesday's market action and ******* yzes Apple stock, Canadian Natural Resources and Ero Copper. CF Industries is on Leaderboard. Canadian Natural Resources was Tuesday's IBD Stock Of The Day.
#copper #industries
The stock market rally came under further pressure with the Dow Jones and S&P 500 dropping below key levels. Crude oil prices jumped on fresh U.S.-Iran attacks while Treasury yields also moved higher.
Software had a tough session, with CrowdStrike (CRWD). Miners continued to slide, along with underlying metal prices, including Ero Copper (ERO)
Apple (AAPL) flashed a buy signal. So did Canadian Natural Resources (CNQ), Tidewater (TDW), CF Industries (CF) and Nutrien (NTR).
The video embedded in the article reviews Tuesday's market action and ******* yzes Apple stock, Canadian Natural Resources and Ero Copper. CF Industries is on Leaderboard. Canadian Natural Resources was Tuesday's IBD Stock Of The Day.
#copper #industries
2 months ago
Napco Security Technologies (NASDAQ:NSSC) held its fiscal fourth quarter 2026 earnings call on August 24, and the numbers it reported were close to a best-case scenario in the company's own history. Net revenue hit a quarterly record of $55.8 million, full-year revenue crossed the $200 million mark for the first time, and the company raised its dividend while sitting on $138 million in cash and zero debt. Buried in the same call, though, is a $16 million litigation charge still working its way through the income statement.
The engine under all of this is Napco's StarLink radio business, which reports monitoring fees the way a cable company reports subscriptions. Recurring service revenue reached $25.3 million in the quarter, up 12.9%, and carried a gross margin of 90.1%. Based on July 2026 activity, the company said its annualized recurring revenue run rate is now around $103 million. Starlink radio sales grew 40% year over year and 30% sequentially in the quarter, which CEO Kevin S. Buchel called one of the highest growth rates in company history, adding, "Radio sold today becomes recurring revenue tomorrow." That growth has a long runway attached, since Buchel said the shift away from copper phone lines will keep running until the end of the decade across more than 2 million buildings still needing to switch to cellular communicators.
The rest of the business held up its end too. Intrusion and access control sales rose 20.9% in the quarter, powered by a 35.8% jump in intrusion products including StarLink radios, and door locking revenue climbed 11.1% for the full year on a 19.7% increase in Alarm Lock sales. Adjusted EBITDA for the quarter grew 44.3% to $20.6 million, and full-year non-GAAP diluted EPS rose 34.5% to $1.60. Free cash flow reached $59.2 million for the year, funding a dividend increase to $0.17 per share, a 13.3% raise payable Oct. 2, 2026, while the balance sheet carried $138 million in cash and marketable securities as of June 30, 2026, and no debt at all.
The headline profit numbers hide a rougher full-year picture in one spot. A $16 million litigation settlement recorded in the fiscal third quarter pulled full-year operating income down 1.3% to $45.6 million, even though quarterly operating income jumped 52.5%. Some of the quarter's gross margin expansion to 61.3% also came from a source that will not repeat indefinitely, since about 600 basis points of it was tariff refunds tied to the American Infrastructure and Industrial Power Act. CFO Andrew J. Vuono also flagged that data center expansion is pushing up the cost of electronic parts, even as the company says it can still ship on time.
#year
The engine under all of this is Napco's StarLink radio business, which reports monitoring fees the way a cable company reports subscriptions. Recurring service revenue reached $25.3 million in the quarter, up 12.9%, and carried a gross margin of 90.1%. Based on July 2026 activity, the company said its annualized recurring revenue run rate is now around $103 million. Starlink radio sales grew 40% year over year and 30% sequentially in the quarter, which CEO Kevin S. Buchel called one of the highest growth rates in company history, adding, "Radio sold today becomes recurring revenue tomorrow." That growth has a long runway attached, since Buchel said the shift away from copper phone lines will keep running until the end of the decade across more than 2 million buildings still needing to switch to cellular communicators.
The rest of the business held up its end too. Intrusion and access control sales rose 20.9% in the quarter, powered by a 35.8% jump in intrusion products including StarLink radios, and door locking revenue climbed 11.1% for the full year on a 19.7% increase in Alarm Lock sales. Adjusted EBITDA for the quarter grew 44.3% to $20.6 million, and full-year non-GAAP diluted EPS rose 34.5% to $1.60. Free cash flow reached $59.2 million for the year, funding a dividend increase to $0.17 per share, a 13.3% raise payable Oct. 2, 2026, while the balance sheet carried $138 million in cash and marketable securities as of June 30, 2026, and no debt at all.
The headline profit numbers hide a rougher full-year picture in one spot. A $16 million litigation settlement recorded in the fiscal third quarter pulled full-year operating income down 1.3% to $45.6 million, even though quarterly operating income jumped 52.5%. Some of the quarter's gross margin expansion to 61.3% also came from a source that will not repeat indefinitely, since about 600 basis points of it was tariff refunds tied to the American Infrastructure and Industrial Power Act. CFO Andrew J. Vuono also flagged that data center expansion is pushing up the cost of electronic parts, even as the company says it can still ship on time.
#year
2 months ago
Looking at the WNBA schedule and wondering why there's a two-week gap in games?
That's because from Monday to Sept. 16 the league is taking a hiatus for the women's basketball FIBA World Cup where a cohort of its best players will be competing with their respective national teams. Players began arriving in Berlin this week with the tournament's group stages set to tip off on Sept. 4.
This break is a standard procedure during any World Cup year, but this season as the pool of international talent has expanded in the WNBA, even more stars will be on the global stage.
The U.S. women's national team will be competing for its fifth consecutive World Cup gold medal with a roster composed of some of the WNBA's biggest stars. Las Vegas Aces forward A'ja Wilson and Phoenix Mercury guard Kelsey Plum were late scratches from Team USA's roster due to injuries. But a new era of players, including Caitlin Clark (Indiana Fever), Paige Bueckers (Dallas Wings) and Angel Reese (Atlanta Dream), will make their debuts with other young stars like Aliyah Boston (Fever) and Rhyne Howard (Dream). Washington Mystics teammates Kiki Iriafen and Sonia Citron will be making their debuts as well, replacing Wilson and Plum. Napheesa Collier (Minnesota Lynx) and Jackie Young (Aces) will also be starring alongside veterans Chelsea Gray (Aces), Kahleah Copper (Mercury) and Breanna Stewart (New York Liberty).
The U.S., who will be led by Duke coach Kara Lawson, tip off the group stage against China, which it holds an all-time 8-0 record against. Team USA will continue the group stages with a Sept. 6 game against Italy, which it is 1-1 against in World Cup play, and on Sept. 7 against Czechia, which it has a 2-0 edge against, before the quarterfinals begin on Sept. 8.
#mercury
That's because from Monday to Sept. 16 the league is taking a hiatus for the women's basketball FIBA World Cup where a cohort of its best players will be competing with their respective national teams. Players began arriving in Berlin this week with the tournament's group stages set to tip off on Sept. 4.
This break is a standard procedure during any World Cup year, but this season as the pool of international talent has expanded in the WNBA, even more stars will be on the global stage.
The U.S. women's national team will be competing for its fifth consecutive World Cup gold medal with a roster composed of some of the WNBA's biggest stars. Las Vegas Aces forward A'ja Wilson and Phoenix Mercury guard Kelsey Plum were late scratches from Team USA's roster due to injuries. But a new era of players, including Caitlin Clark (Indiana Fever), Paige Bueckers (Dallas Wings) and Angel Reese (Atlanta Dream), will make their debuts with other young stars like Aliyah Boston (Fever) and Rhyne Howard (Dream). Washington Mystics teammates Kiki Iriafen and Sonia Citron will be making their debuts as well, replacing Wilson and Plum. Napheesa Collier (Minnesota Lynx) and Jackie Young (Aces) will also be starring alongside veterans Chelsea Gray (Aces), Kahleah Copper (Mercury) and Breanna Stewart (New York Liberty).
The U.S., who will be led by Duke coach Kara Lawson, tip off the group stage against China, which it holds an all-time 8-0 record against. Team USA will continue the group stages with a Sept. 6 game against Italy, which it is 1-1 against in World Cup play, and on Sept. 7 against Czechia, which it has a 2-0 edge against, before the quarterfinals begin on Sept. 8.
#mercury
2 months ago
NexGen Energy Ltd. (NYSE:NXE) is making waves after CEO Leigh Curyer revealed active talks with mining giant BHP Group Limited (NYSE:BHP) on August 17 regarding a potential equity stake and financing for its flagship Rook I project in Saskatchewan. Having just broken ground on construction for what is slated to be one of the world's largest, lowest-cost uranium mines, NexGen is seeking to raise $1 billion in capital over the next nine months through prepayments, debt, or direct equity. The partnership discussion underscores growing institutional interest, but a side-by-side look at the financial health of both companies shows two fundamentally different investment propositions.
Photo from PBF Energy LinkedIn
NexGen Energy Ltd. (NYSE:NXE) represents a development-stage uranium exploration and development company with no commercial mining revenue. In Q2 2026, NexGen posted a net income of $74.55 million CAD (driven primarily by a non-cash mark-to-market gain of $96.47 million CAD on its convertible debentures), reversing a net loss of $86.69 million CAD in Q2 2025. The company maintains significant liquidity, holding $756.17 million CAD in cash alongside $214.08 million CAD in short-term investments as of June 30, 2026, for total cash and short-term investments of $970.25 million CAD. While its absence of operational revenues makes standard earnings metrics non-applicable, its **** et backing and project economics remain compelling.
In stark contrast, BHP Group Limited (NYSE:BHP) delivered a record operational year in FY2026, showcasing massive profitability across its global operations. BHP reported underlying EBITDA of $33 billion, up 27% year-over-year, achieving an overall margin of nearly 60%, driven by a record 70% margin in its copper business. Free cash flow surged 83% to $9.8 billion, allowing BHP to distribute a total annual dividend of $1.72 per share ($8.7 billion total) at a robust 66% payout ratio. BHP also slashed net debt to below $9 billion, more than $4 billion lower than the previous year, giving it huge financial flexibility to self-fund its $11 billion annual capex pipeline. Financially, BHP is far superior in stability, balance sheet strength, and immediate cash generation, whereas NexGen's value relies entirely on future execution.
NexGen Energy's bull case is centered on the successful construction of its Rook I project, which could give the company control over up to 20% of global primary uranium supply. Securing an equity partner such as BHP or obtaining utility prepayments could also help close its approximately $1 billion funding gap and significantly reduce project financing risk. However, the bear case is driven by the risks inherent in large-scale mining projects in remote northern regions, including unexpected capital cost overruns, construction delays, and regulatory hurdles. Additional equity raises could also dilute existing shareholders before the mine begins production.
#nexgen
Photo from PBF Energy LinkedIn
NexGen Energy Ltd. (NYSE:NXE) represents a development-stage uranium exploration and development company with no commercial mining revenue. In Q2 2026, NexGen posted a net income of $74.55 million CAD (driven primarily by a non-cash mark-to-market gain of $96.47 million CAD on its convertible debentures), reversing a net loss of $86.69 million CAD in Q2 2025. The company maintains significant liquidity, holding $756.17 million CAD in cash alongside $214.08 million CAD in short-term investments as of June 30, 2026, for total cash and short-term investments of $970.25 million CAD. While its absence of operational revenues makes standard earnings metrics non-applicable, its **** et backing and project economics remain compelling.
In stark contrast, BHP Group Limited (NYSE:BHP) delivered a record operational year in FY2026, showcasing massive profitability across its global operations. BHP reported underlying EBITDA of $33 billion, up 27% year-over-year, achieving an overall margin of nearly 60%, driven by a record 70% margin in its copper business. Free cash flow surged 83% to $9.8 billion, allowing BHP to distribute a total annual dividend of $1.72 per share ($8.7 billion total) at a robust 66% payout ratio. BHP also slashed net debt to below $9 billion, more than $4 billion lower than the previous year, giving it huge financial flexibility to self-fund its $11 billion annual capex pipeline. Financially, BHP is far superior in stability, balance sheet strength, and immediate cash generation, whereas NexGen's value relies entirely on future execution.
NexGen Energy's bull case is centered on the successful construction of its Rook I project, which could give the company control over up to 20% of global primary uranium supply. Securing an equity partner such as BHP or obtaining utility prepayments could also help close its approximately $1 billion funding gap and significantly reduce project financing risk. However, the bear case is driven by the risks inherent in large-scale mining projects in remote northern regions, including unexpected capital cost overruns, construction delays, and regulatory hurdles. Additional equity raises could also dilute existing shareholders before the mine begins production.
#nexgen
2 months ago
Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, ASX:GGP) has delivered a net profit after tax of A$862 million in its first full financial year owning the Telfer gold-copper operation, supported by strong production, higher metal prices and substantial cash generation.
Revenue for the year to June 30, 2026, reached A$2.26 billion, up 136%, while EBITDA increased 186% to A$1.33 billion. Free cash flow jumped 413% to A$737 million, helping lift closing cash to $1.29 billion.
The company sold 326,859 ounces of gold at an average realised price of A$6,223 an ounce and 14,730 tonnes of copper at an average A$14,895 a tonne.
Telfer produced 328,987 ounces of gold and 14,594 tonnes of copper during the year at an all-in sustaining cost of A$2,179 per ounce.
Gold production rose 66% compared with the previous period, while gold sales increased 81%. The comparison reflects only around seven months of Telfer ownership in the prior year following Greatland's acquisition in December 2024.
Greatland processed 19.2 million tonnes during the year at an average grade of 0.58 g/t gold and 0.1% copper, achieving gold recovery of 88%.
#year #telfer #cash #greatland
Revenue for the year to June 30, 2026, reached A$2.26 billion, up 136%, while EBITDA increased 186% to A$1.33 billion. Free cash flow jumped 413% to A$737 million, helping lift closing cash to $1.29 billion.
The company sold 326,859 ounces of gold at an average realised price of A$6,223 an ounce and 14,730 tonnes of copper at an average A$14,895 a tonne.
Telfer produced 328,987 ounces of gold and 14,594 tonnes of copper during the year at an all-in sustaining cost of A$2,179 per ounce.
Gold production rose 66% compared with the previous period, while gold sales increased 81%. The comparison reflects only around seven months of Telfer ownership in the prior year following Greatland's acquisition in December 2024.
Greatland processed 19.2 million tonnes during the year at an average grade of 0.58 g/t gold and 0.1% copper, achieving gold recovery of 88%.
#year #telfer #cash #greatland
2 months ago
One bonus that comes with a Week 0 conference game is it means we get an official injury report for NC State much earlier than we would normally. And that initial report indicates that the Pack made it out of camp pretty healthy—no key players are listed. Virginia's injury list is much longer, though the Cavs aren't in bad shape overall, either.
The initial ACC injury report has been released for NC State at Virginia ahead of Week 0.
Cavs' LB Kam Robinson and S Corey Costner. RB Solomon Beebe is officially out, along with WR Rico Flores. NC State freshman WR Tyreek Copper is out. https://t.co/mRqanLWA7H pic.twitter.com/ogvod57NFQ
Isaiah Crowell missed all of last season with an injury and might still be working his way back from that, but he'd played only sparingly in 2024. Teddy Hoffman, of course, is out for the season thanks to a positive PED test. Tyreek Copper has had some offseason buzz around him but the true freshman's time on the field this week probably would have been minimal at best, even if he were fully healthy.
On the UVA side, receiver Rico Flores was listed as a starter earlier this week on the team's depth chart. Flores had a rather modest 2025 season at UCLA (26 catches for 274 yards), so he probably wasn't going to be a key to the Cavs' gameplan anyway. The status of star linebacker Kam Robinson, who tore an ACL last November, is what you should be watching for on Saturday. If he is well enough to play, then he can be a difference-maker for UVA.
#injury
The initial ACC injury report has been released for NC State at Virginia ahead of Week 0.
Cavs' LB Kam Robinson and S Corey Costner. RB Solomon Beebe is officially out, along with WR Rico Flores. NC State freshman WR Tyreek Copper is out. https://t.co/mRqanLWA7H pic.twitter.com/ogvod57NFQ
Isaiah Crowell missed all of last season with an injury and might still be working his way back from that, but he'd played only sparingly in 2024. Teddy Hoffman, of course, is out for the season thanks to a positive PED test. Tyreek Copper has had some offseason buzz around him but the true freshman's time on the field this week probably would have been minimal at best, even if he were fully healthy.
On the UVA side, receiver Rico Flores was listed as a starter earlier this week on the team's depth chart. Flores had a rather modest 2025 season at UCLA (26 catches for 274 yards), so he probably wasn't going to be a key to the Cavs' gameplan anyway. The status of star linebacker Kam Robinson, who tore an ACL last November, is what you should be watching for on Saturday. If he is well enough to play, then he can be a difference-maker for UVA.
#injury
2 months ago
Shares in Jubilee Metals Group PLC (AIM:JLP, JSE:JBL, OTC:JUBPF), the integrated copper producer and resource developer in Zambia, rose 6% to 2.65 pence on Wednesday.
The company has selected a preferred purchaser for its Large Waste Project, which has offered total acquisition consideration of $35 million.
The sale follows the receipt of two binding offers for the project, announced on 10 August.
The transaction will proceed through a two-stage due diligence process, with the first stage expected to conclude within approximately ten days.
Subject to satisfactory due diligence and definitive transaction documentation, the balance of the $35 million consideration will be settled over an agreed three-year instalment period.
#project #consideration #metals
The company has selected a preferred purchaser for its Large Waste Project, which has offered total acquisition consideration of $35 million.
The sale follows the receipt of two binding offers for the project, announced on 10 August.
The transaction will proceed through a two-stage due diligence process, with the first stage expected to conclude within approximately ten days.
Subject to satisfactory due diligence and definitive transaction documentation, the balance of the $35 million consideration will be settled over an agreed three-year instalment period.
#project #consideration #metals
2 months ago
Nine Mile Metals Ltd. (CSE:NINE, OTCID:VMSXF, FRA:KQ9) reported **** ay results from its Wedge Mine in the Bathurst Mining Camp, New Brunswick, intersecting two distinct volcanogenic massive sulphide zones carrying copper, lead, zinc, silver and gold.
The hole, collared in the southwest corner of the company's drill pattern at a depth of 224 metres, intersected an upper zone of 9.85 metres from 80.15 to 90 metres and a lower zone of 33 metres from 105 to 138 metres, for combined mineralization of 42.85 metres.
Grades increased with depth, the company said in a statement.
The drill core consisted of massive pyritic VMS with locally visible chalcopyrite, sphalerite and galena, hosted in felsic volcanics and sediments. The upper zone showed higher silver and zinc grades, while the lower zone carried higher copper along with silver and gold.
"This was our first hole in the southwest and it did not disappoint," said Gary Lohman, Nine Mile's vice president exploration. "With solid copper mineralization in addition to both gold and silver, this bodes well for expanding our resource in the western portion of the Wedge."
#zone
The hole, collared in the southwest corner of the company's drill pattern at a depth of 224 metres, intersected an upper zone of 9.85 metres from 80.15 to 90 metres and a lower zone of 33 metres from 105 to 138 metres, for combined mineralization of 42.85 metres.
Grades increased with depth, the company said in a statement.
The drill core consisted of massive pyritic VMS with locally visible chalcopyrite, sphalerite and galena, hosted in felsic volcanics and sediments. The upper zone showed higher silver and zinc grades, while the lower zone carried higher copper along with silver and gold.
"This was our first hole in the southwest and it did not disappoint," said Gary Lohman, Nine Mile's vice president exploration. "With solid copper mineralization in addition to both gold and silver, this bodes well for expanding our resource in the western portion of the Wedge."
#zone
2 months ago
The Phoenix Mercury were officially eliminated from playoff contention after falling 97-87 to the Atlanta Dream on Saturday, Aug. 22, at Mortgage Matchup Center.
Alyssa Thomas posted her third triple-double of the season with 11 points, 16 rebounds and 10 ****** ists, while Kahleah Copper had 38 points.
The Mercury were down by as many as 16 points in the third quarter before outscoring the Dream by 10 points and shooting 59.1% (13-of-22). Copper made all but two of her nine shots and scored 18 of the Mercury's 33 points in the stretch.
"Right now, we're playing for pride, and I think all of us are disappointed with how the year has gone," coach Nate Tibbetts said. "The second half (against Atlanta), you can lay your head down tonight and know that you competed and played with passion and to our standard. You just can't give in, and I thought in the second half, we responded and played in a manner that you can feel good about."
However, the loss came with the sobering reminder of Phoenix's shortcomings in 2026. One season after making the WNBA Finals, the Mercury (13-24) underwhelmed in their follow-up. Tibbetts pointed out that early injuries, defensive struggles and a lack of 3-point shooting contributed to the season's early end.
#dream #Third
Alyssa Thomas posted her third triple-double of the season with 11 points, 16 rebounds and 10 ****** ists, while Kahleah Copper had 38 points.
The Mercury were down by as many as 16 points in the third quarter before outscoring the Dream by 10 points and shooting 59.1% (13-of-22). Copper made all but two of her nine shots and scored 18 of the Mercury's 33 points in the stretch.
"Right now, we're playing for pride, and I think all of us are disappointed with how the year has gone," coach Nate Tibbetts said. "The second half (against Atlanta), you can lay your head down tonight and know that you competed and played with passion and to our standard. You just can't give in, and I thought in the second half, we responded and played in a manner that you can feel good about."
However, the loss came with the sobering reminder of Phoenix's shortcomings in 2026. One season after making the WNBA Finals, the Mercury (13-24) underwhelmed in their follow-up. Tibbetts pointed out that early injuries, defensive struggles and a lack of 3-point shooting contributed to the season's early end.
#dream #Third
2 months ago
Here's a recap of the UHSAA sanctioned high school cross country meets this past weekend across Utah
Brighton picked up a pair of team victories Saturday morning at the Husky Run, hosted by Hillcrest at Valley Regional Park in Taylorsville. The Bengals won the boys race with 49 points and the girls race with 53, topping a field that included teams from across classifications.
Ogden senior Avery Barton was the girls individual winner, pulling away to finish in 17:43.92 — more than 36 seconds clear of Brighton junior Bridget Smit (18:20.00). Rich senior Lyda Taylor ran third in 19:14.76 but did not have a full team scoring. Brighton placed four runners in the top 16 to hold off Ogden (67), while Woods Cross (87), Union (89) and Copper Hills (90) were bunched tightly for third through fifth.
Brighton junior Whittaker Bettis led the boys race from start to finish in 15:53.43. West Jordan sophomore Elliot Johns (16:09.42) and Morgan senior Caleb Lewis (16:13.38) rounded out the top three. West Jordan placed second as a team at 59 behind a solid group that included Andoni Garcia (4th) and Samuel Ferre (14th), with Ogden third at 70. Brighton's five scorers all finished in the top 20.
Girls Team Scores
#race #Third #west #cross
Brighton picked up a pair of team victories Saturday morning at the Husky Run, hosted by Hillcrest at Valley Regional Park in Taylorsville. The Bengals won the boys race with 49 points and the girls race with 53, topping a field that included teams from across classifications.
Ogden senior Avery Barton was the girls individual winner, pulling away to finish in 17:43.92 — more than 36 seconds clear of Brighton junior Bridget Smit (18:20.00). Rich senior Lyda Taylor ran third in 19:14.76 but did not have a full team scoring. Brighton placed four runners in the top 16 to hold off Ogden (67), while Woods Cross (87), Union (89) and Copper Hills (90) were bunched tightly for third through fifth.
Brighton junior Whittaker Bettis led the boys race from start to finish in 15:53.43. West Jordan sophomore Elliot Johns (16:09.42) and Morgan senior Caleb Lewis (16:13.38) rounded out the top three. West Jordan placed second as a team at 59 behind a solid group that included Andoni Garcia (4th) and Samuel Ferre (14th), with Ogden third at 70. Brighton's five scorers all finished in the top 20.
Girls Team Scores
#race #Third #west #cross
2 months ago
Angel Reese just keeps one-upping herself: Two days after a night of perfect field goal shooting, Reese dropped a career-high 31 points to lead the Atlanta Dream over the Phoenix Mercury on the road.
Though Atlanta got off to an early lead, going up by as many as 15 points, the Mercury powered back in the third quarter to get back within one point. But Reese turned up the heat in the fourth quarter, scoring 15 of her total points in the final frame to secure a 99-89 victory.
Reese's previous career high was 27 points, a number she hit in July of her rookie season while with the Chicago Sky. This is Reese's first time breaking 30 points in a single game in the WNBA; she also pitched in 14 rebounds in Saturday's win.
With the win, Atlanta also became the fifth team to clinch a WNBA playoff berth. Though the middle of the league table is tight, Dream currently sit fourth in the standings with a 24-13 record and a game in hand.
The Dream's victory came despite a big night from two of Phoenix's stars. Kahleah Copper scored 38 points after getting hot in the third quarter, a number that falls just three short of her WNBA career-high.
#reese #atlanta #high #dream
Though Atlanta got off to an early lead, going up by as many as 15 points, the Mercury powered back in the third quarter to get back within one point. But Reese turned up the heat in the fourth quarter, scoring 15 of her total points in the final frame to secure a 99-89 victory.
Reese's previous career high was 27 points, a number she hit in July of her rookie season while with the Chicago Sky. This is Reese's first time breaking 30 points in a single game in the WNBA; she also pitched in 14 rebounds in Saturday's win.
With the win, Atlanta also became the fifth team to clinch a WNBA playoff berth. Though the middle of the league table is tight, Dream currently sit fourth in the standings with a 24-13 record and a game in hand.
The Dream's victory came despite a big night from two of Phoenix's stars. Kahleah Copper scored 38 points after getting hot in the third quarter, a number that falls just three short of her WNBA career-high.
#reese #atlanta #high #dream
2 months ago
PHOENIX (AP) — Angel Reese scored a career-high 31 points and grabbed 14 rebounds for her 25th double-double of the season and the Atlanta Dream clinched a playoff berth with a 99-89 win over the Phoenix Mercury on Saturday night.
Rhyne Howard added 20 points, Allisha Gray had 17 and Jordin Canada 12 for the Dream (24-13), who have won five of their last six games. They moved a half-game ahead of Indiana, which lost earlier in night, for the fourth seed, with seven games to go for Atlanta.
Kahleah Copper had 38 points for the Mercury (13-24), who were in the WNBA Finals last season, but were eliminated from the playoff chase with the loss.
Alyssa Thomas had her 22nd regular-season triple-double with 11 points, 16 rebounds and 10 ****** ists. Thomas also has six triple-doubles in the playoffs. DeWanna Bonner added 12 points.
Reese, a 43% shooter for the season, was 14 of 21 from the field after going 9 of 9 the previous game. Her previous career high for points was 27 in 2024 when she was a rookie with Chicago. She has set the Atlanta single-season record for double-doubles and is three shy of the league record.
#points
Rhyne Howard added 20 points, Allisha Gray had 17 and Jordin Canada 12 for the Dream (24-13), who have won five of their last six games. They moved a half-game ahead of Indiana, which lost earlier in night, for the fourth seed, with seven games to go for Atlanta.
Kahleah Copper had 38 points for the Mercury (13-24), who were in the WNBA Finals last season, but were eliminated from the playoff chase with the loss.
Alyssa Thomas had her 22nd regular-season triple-double with 11 points, 16 rebounds and 10 ****** ists. Thomas also has six triple-doubles in the playoffs. DeWanna Bonner added 12 points.
Reese, a 43% shooter for the season, was 14 of 21 from the field after going 9 of 9 the previous game. Her previous career high for points was 27 in 2024 when she was a rookie with Chicago. She has set the Atlanta single-season record for double-doubles and is three shy of the league record.
#points
2 months ago
The copper tariff premium was the visible signal that faded; the quiet rebuild of its US mines was the half of the move an investor could actually see coming.
Freeport-McMoRan (FCX) stock returned about 74% over the year to August 20, 2026, against about 20% for the S&P 500. It managed that with the Grasberg Block Cave in Indonesia still recovering toward full capacity. The part of that move Freeport controlled was visible seven months before the run began, and it was not the tariff signal everyone was watching.
The US Rebuild Was Named Seven Months Early
By late January 2025 management had already named the target: 2024 was to be the floor year for its US business, with US production guided up 8% in 2025. By April 2025 better retention had cut Freeport's reliance on costlier contractors: contractor hours at Morenci, its largest US mine, were down about 20% over the prior few quarters, and the autonomous haul truck conversion at its Bagdad mine was under way. In fiscal Q2 2026 Morenci's mining rate ran 30% higher than its five-year average, and the US mining operations delivered 2.4x more operating income in the first half of 2026 than in the first half of 2025, making them the highest earnings contributor across the portfolio of mines Freeport runs, on a US business management highlighted as exposed to favorable copper markets. Converting higher mining rates into operating income is the kind of profitability the Trefis High Quality Portfolio favors in its holdings.
The Premium Everyone Could See Did Not Last
#half #premium
Freeport-McMoRan (FCX) stock returned about 74% over the year to August 20, 2026, against about 20% for the S&P 500. It managed that with the Grasberg Block Cave in Indonesia still recovering toward full capacity. The part of that move Freeport controlled was visible seven months before the run began, and it was not the tariff signal everyone was watching.
The US Rebuild Was Named Seven Months Early
By late January 2025 management had already named the target: 2024 was to be the floor year for its US business, with US production guided up 8% in 2025. By April 2025 better retention had cut Freeport's reliance on costlier contractors: contractor hours at Morenci, its largest US mine, were down about 20% over the prior few quarters, and the autonomous haul truck conversion at its Bagdad mine was under way. In fiscal Q2 2026 Morenci's mining rate ran 30% higher than its five-year average, and the US mining operations delivered 2.4x more operating income in the first half of 2026 than in the first half of 2025, making them the highest earnings contributor across the portfolio of mines Freeport runs, on a US business management highlighted as exposed to favorable copper markets. Converting higher mining rates into operating income is the kind of profitability the Trefis High Quality Portfolio favors in its holdings.
The Premium Everyone Could See Did Not Last
#half #premium
