3 hours ago
Updated on: September 16, 2026 / 5:45 PM EDT / CBS/AP
Scientists have discovered a crater on the moon that's bigger than the Roman Colosseum and is the result of a powerful impact two years ago that initially went undetected.
The steep-sided hole measured about 728 feet across, the length of two football fields, and up to 141 feet deep, equivalent to three vertically stacked yellow school buses, according to NASA. It's the solar system's biggest known impact crater carved out in recent times.
Such a large-scale event is estimated to occur only once every 132 years, researchers said, making this a treasure trove of information as NASA prepares to build a base for astronauts on the moon.
"This event constitutes a statistically rare, effectively once-in-a-lifetime observation," the scientists wrote in one of two studies appearing on the subject Wednesday in the journal Science Advances.
#crater
Scientists have discovered a crater on the moon that's bigger than the Roman Colosseum and is the result of a powerful impact two years ago that initially went undetected.
The steep-sided hole measured about 728 feet across, the length of two football fields, and up to 141 feet deep, equivalent to three vertically stacked yellow school buses, according to NASA. It's the solar system's biggest known impact crater carved out in recent times.
Such a large-scale event is estimated to occur only once every 132 years, researchers said, making this a treasure trove of information as NASA prepares to build a base for astronauts on the moon.
"This event constitutes a statistically rare, effectively once-in-a-lifetime observation," the scientists wrote in one of two studies appearing on the subject Wednesday in the journal Science Advances.
#crater
13 hours ago
Klarna stock has cratered 51% year to date and 32% in just the past month, trading near its 52-week low of $12.
While KLAR collapsed, Sezzle surged 87% and Affirm slipped just 3%, signaling Klarna's pain is company-specific, not a BNPL sector rout.
Klarna's Q2 showed transaction margin up 42% and a swing to $9M net profit, but a guidance cut and accounting changes cloud the Q3 outlook.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Klarna Group plc didn't make the cut. Enter your email to see the names that beat KLAR. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Klarna (NYSE:KLAR) are trading at $14.23 on Tuesday afternoon, leaving the buy now, pay later (BNPL) lender down 51% year to date. Klarna stock is also down 32% over the past month, meaning much of the damage has landed recently rather than fading out.
#klar #year #month
While KLAR collapsed, Sezzle surged 87% and Affirm slipped just 3%, signaling Klarna's pain is company-specific, not a BNPL sector rout.
Klarna's Q2 showed transaction margin up 42% and a swing to $9M net profit, but a guidance cut and accounting changes cloud the Q3 outlook.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Klarna Group plc didn't make the cut. Enter your email to see the names that beat KLAR. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Klarna (NYSE:KLAR) are trading at $14.23 on Tuesday afternoon, leaving the buy now, pay later (BNPL) lender down 51% year to date. Klarna stock is also down 32% over the past month, meaning much of the damage has landed recently rather than fading out.
#klar #year #month
9 days ago
Jeff Klingelhofer, CFA, Managing Director, Portfolio Manager & Senior Research **** yst, Securitized **** ets at Aristotle Pacific didn't set out to be a bond guy but a launchpad at PIMCO, stops in Tokyo and London, and a Chicago MBA detour into a scrappy five-person hedge fund rewired how he thinks about fixed income. The internship stuck, with Klingelhofer building out Thornburg's taxable fixed income desk from employee #3 to Head of Investments, before joining Aristotle Pacific in 2024. The firm is a 15-year-old franchise (formerly Pacific **** et Management) now running roughly $16 billion and, as of July 30, three brand-new ETFs: the Aristotle Core Plus Income ETF (ARCP), the Aristotle Multi-Sector Income ETF (ARMS), and the Aristotle Short Term Income ETF (SDUR).
The pitch isn't about taking on more risk to boost returns but about capturing returns with minimal risk, and that means shopping across every fixed income silo instead of hunting inside one. Klingelhofer gives the example of February 2020, when American Airlines' corporate bond and its aircraft-backed EETC both priced at 3.75% with the same issuer, same tenor, same yield. A month later, COVID hit and the corporate bond cratered to 27 cents on the dollar while the EETC held at 65 cents. Same company, wildly different outcomes because Wall Street desks looked at each instrument in isolation instead of comparing across the capital stack. That's the whole Aristotle Pacific thesis, and it's why he sees the same mispricing setting up today in data center financing.
The three funds slot into that framework by risk level, with SDUR as a low-duration, active-credit alternative to cash, ARCP as a core-bond upgrade aiming to beat the Agg by 100-150bps, and ARMS as the full relative-value expression targeting 250bps over a cycle with real flexibility to shift credit quality. Macro-wise, Klingelhofer thinks the market is underestimating new Fed Chair Warsh, who, unlike his predecessor, inherits a purely high-inflation world with no disinflationary tailwind. It means the firm is positioning the funds slightly long duration as a hedge against credit risk elsewhere in the book. His closing advice to advisors was a cautionary and practical one, that they shouldn't expect Aristotle to work in every environment (no fund does), and to pair its bottom-up process with top-down managers like PIMCO so the two zig and zag differently throughout market cycles.
To learn more about Aristotle Pacific, go here, or you can learn more about their new ETFs here.
#pacific #same #fixed
The pitch isn't about taking on more risk to boost returns but about capturing returns with minimal risk, and that means shopping across every fixed income silo instead of hunting inside one. Klingelhofer gives the example of February 2020, when American Airlines' corporate bond and its aircraft-backed EETC both priced at 3.75% with the same issuer, same tenor, same yield. A month later, COVID hit and the corporate bond cratered to 27 cents on the dollar while the EETC held at 65 cents. Same company, wildly different outcomes because Wall Street desks looked at each instrument in isolation instead of comparing across the capital stack. That's the whole Aristotle Pacific thesis, and it's why he sees the same mispricing setting up today in data center financing.
The three funds slot into that framework by risk level, with SDUR as a low-duration, active-credit alternative to cash, ARCP as a core-bond upgrade aiming to beat the Agg by 100-150bps, and ARMS as the full relative-value expression targeting 250bps over a cycle with real flexibility to shift credit quality. Macro-wise, Klingelhofer thinks the market is underestimating new Fed Chair Warsh, who, unlike his predecessor, inherits a purely high-inflation world with no disinflationary tailwind. It means the firm is positioning the funds slightly long duration as a hedge against credit risk elsewhere in the book. His closing advice to advisors was a cautionary and practical one, that they shouldn't expect Aristotle to work in every environment (no fund does), and to pair its bottom-up process with top-down managers like PIMCO so the two zig and zag differently throughout market cycles.
To learn more about Aristotle Pacific, go here, or you can learn more about their new ETFs here.
#pacific #same #fixed
10 days ago
On August 6, SIGA Technologies (NASDAQ:SIGA) reported financial results for the three and six months ended June 30, and the numbers tell two very different stories depending on which quarter you compare them to. Revenue and profit both cratered from a year ago, yet the company still turned a profit, paid out a special dividend, and closed the books on a major government contract. For a stock priced at less than three times forward earnings, that combination is worth unpacking.
The quarter's headline number is $37 million in TPOXX sales spread across three customers. That included $24 million of IV TPOXX delivered to the US strategic national stockpile and $13 million of oral TPOXX sold to two international buyers. CEO Diem Nguyen pointed to deliveries spanning the US, Europe, and the Asia-Pacific region, across multiple formulations, as evidence the company is executing its plan to sell TPOXX to a broader mix of regions and customers rather than leaning on a single buyer.
That IV shipment also marked something bigger. The deliveries completed the last procurement order under the 19C contract, the government agreement that has anchored SIGA's stockpile sales for years. Wrapping up that order cleanly, alongside new international oral TPOXX business, supports the idea that SIGA can keep generating meaningful revenue even as its original government relationship winds down. The company also stayed profitable through the transition. Net income came in at $12.5 million for the quarter and $9 million for the first half of the year, and it still had room to pay shareholders a special cash dividend of $0.6 per share, declared March 26 and paid out April 23 to holders of record as of April 7. A company burning cash could not make that call.
Set next to a year ago, the quarter looks like a steep step down. Product sales fell to $37.9 million from $79.1 million, and six-month product sales dropped to $41.4 million from $84.9 million. Total revenue followed the same path, sliding to $41 million from $81.1 million in the quarter and to $47.2 million from $88.2 million over six months.
Profitability fell even faster than revenue. Operating income dropped to $13.9 million from $45.7 million in the quarter, and to $8.6 million from $43.4 million over six months. Net income slid to $12.5 million from $35.5 million, and diluted earnings per share fell to $0.17 from $0.49. The six-month numbers show the same pattern, with EPS down to $0.13 from $0.49. And with the last 19C procurement order now delivered, the specific piece of business that drove those bigger prior-year numbers will not simply repeat itself, leaving the company to lean on the newer international and stockpile orders it is still building out.
#tpoxx #quarter #siga #months
The quarter's headline number is $37 million in TPOXX sales spread across three customers. That included $24 million of IV TPOXX delivered to the US strategic national stockpile and $13 million of oral TPOXX sold to two international buyers. CEO Diem Nguyen pointed to deliveries spanning the US, Europe, and the Asia-Pacific region, across multiple formulations, as evidence the company is executing its plan to sell TPOXX to a broader mix of regions and customers rather than leaning on a single buyer.
That IV shipment also marked something bigger. The deliveries completed the last procurement order under the 19C contract, the government agreement that has anchored SIGA's stockpile sales for years. Wrapping up that order cleanly, alongside new international oral TPOXX business, supports the idea that SIGA can keep generating meaningful revenue even as its original government relationship winds down. The company also stayed profitable through the transition. Net income came in at $12.5 million for the quarter and $9 million for the first half of the year, and it still had room to pay shareholders a special cash dividend of $0.6 per share, declared March 26 and paid out April 23 to holders of record as of April 7. A company burning cash could not make that call.
Set next to a year ago, the quarter looks like a steep step down. Product sales fell to $37.9 million from $79.1 million, and six-month product sales dropped to $41.4 million from $84.9 million. Total revenue followed the same path, sliding to $41 million from $81.1 million in the quarter and to $47.2 million from $88.2 million over six months.
Profitability fell even faster than revenue. Operating income dropped to $13.9 million from $45.7 million in the quarter, and to $8.6 million from $43.4 million over six months. Net income slid to $12.5 million from $35.5 million, and diluted earnings per share fell to $0.17 from $0.49. The six-month numbers show the same pattern, with EPS down to $0.13 from $0.49. And with the last 19C procurement order now delivered, the specific piece of business that drove those bigger prior-year numbers will not simply repeat itself, leaving the company to lean on the newer international and stockpile orders it is still building out.
#tpoxx #quarter #siga #months
12 days ago
ATLANTA — Whenever Baylor has to make the ultimate call on Dave Aranda, it is unlikely to be clear-cut. He is too competent to crater and too well-liked to author his own demise, working at a school that would prefer not to buy out a football coach unless it has to.
But it is not a secret, least of all to Aranda, that his seventh season will be defined by decisions: The little ones he makes every week, followed by the big one his employer must render.
After the first of 12 data points is now in the rear-view mirror, it's imperative to start thinking about the question that can bring some of these fine margins into leader focus: How much credit does a coach get for doing the right thing but getting the wrong result?
Though perhaps not every fan would agree, you'd be hard-pressed to find anyone within the Baylor program who disagreed with Aranda's decision to go for two and a victory over Auburn on Saturday night after his quarterback, DJ Lagway, fought through an ankle sprain and threw a touchdown pass with nine seconds remaining.
Analytically, it was the right call. Emotionally, it was a risk worth taking. Practically, it was a no-brainer.
#every #though
But it is not a secret, least of all to Aranda, that his seventh season will be defined by decisions: The little ones he makes every week, followed by the big one his employer must render.
After the first of 12 data points is now in the rear-view mirror, it's imperative to start thinking about the question that can bring some of these fine margins into leader focus: How much credit does a coach get for doing the right thing but getting the wrong result?
Though perhaps not every fan would agree, you'd be hard-pressed to find anyone within the Baylor program who disagreed with Aranda's decision to go for two and a victory over Auburn on Saturday night after his quarterback, DJ Lagway, fought through an ankle sprain and threw a touchdown pass with nine seconds remaining.
Analytically, it was the right call. Emotionally, it was a risk worth taking. Practically, it was a no-brainer.
#every #though
15 days ago
Lucid recalled 27,185 Air sedans over a fire risk from overheating lights, a figure that is 171% larger than its entire annual production run rate.
Napoli's 'operational reset' slashes $1 billion in costs and delays the sub-$50,000 Cosmos model, while LCID stock craters 53% this year.
Lucid's robotaxi partnership with Uber pits it against Tesla and Waymo, rivals that have vastly deeper capital and years of head start.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Lucid's (NASDAQ: LCID) stock has dropped below $5, which by definition makes it a "penny stock."
#uber #NASDAQ
Napoli's 'operational reset' slashes $1 billion in costs and delays the sub-$50,000 Cosmos model, while LCID stock craters 53% this year.
Lucid's robotaxi partnership with Uber pits it against Tesla and Waymo, rivals that have vastly deeper capital and years of head start.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Lucid's (NASDAQ: LCID) stock has dropped below $5, which by definition makes it a "penny stock."
#uber #NASDAQ
20 days ago
Caitlin Clark may have been putting up monster numbers as of late, but for veteran sports **** yst Jason Whitlock, she's still far from her teammate, Kelsey Mitchell, when it comes to the MVP race.
In a video posted on X on Monday, Whitlock talked about how Clark struggles to perform against stronger teams and how she stat pads against the weaker ones and even compared her to Mitchell, who performs well regardless of who they face.
"Kelsey Mitchell plays her best against the best," Whitlock said. "Mitchell is flatlined – 25 a night against Las Vegas, against New York, against whoever shows up with length. Clark's numbers crater the moment real defense steps on the floor."
He added in the caption of the video, "This weekend summed up this season for Caitlin Clark: Folding under pressure versus a contender on Friday and a masterpiece versus one of the league's bottom feeders last night. You don't get that inconsistency with Kelsey Mitchell.
Whitlock's comments echoed what Sophie Cunningham said to NBC sideline reporter Ashley ShahAhmadi after she referred to Mitchell as the MVP.
#clark #whitlock #best
In a video posted on X on Monday, Whitlock talked about how Clark struggles to perform against stronger teams and how she stat pads against the weaker ones and even compared her to Mitchell, who performs well regardless of who they face.
"Kelsey Mitchell plays her best against the best," Whitlock said. "Mitchell is flatlined – 25 a night against Las Vegas, against New York, against whoever shows up with length. Clark's numbers crater the moment real defense steps on the floor."
He added in the caption of the video, "This weekend summed up this season for Caitlin Clark: Folding under pressure versus a contender on Friday and a masterpiece versus one of the league's bottom feeders last night. You don't get that inconsistency with Kelsey Mitchell.
Whitlock's comments echoed what Sophie Cunningham said to NBC sideline reporter Ashley ShahAhmadi after she referred to Mitchell as the MVP.
#clark #whitlock #best
23 days ago
AppLovin's first revenue miss in four quarters triggered a 54% year-to-date collapse despite 52% revenue growth and an 84% adjusted EBITDA margin.
UBS ***** yst Stephen Ju targets APP at $790, implying 158% upside, even as TTD cratered on its own Q2 revenue miss.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
AppLovin (NASDAQ:APP) trades at $305.77, while the average Wall Street ***** yst target sits at $526.39. That gap implies roughly 72% of upside if the Street is right, and one bank thinks the disconnect is far wider.
AppLovin runs an AI-powered mobile advertising platform built around its AXON recommendation engine, which places ads inside mobile games and increasingly in e-commerce and consumer apps. Wall Street focuses on two factors: extraordinary margins (an 84% adjusted EBITDA margin in the latest quarter) and management's belief the auction technology can compound revenue at roughly 30% annually long term.
#revenue #analyst #upside
UBS ***** yst Stephen Ju targets APP at $790, implying 158% upside, even as TTD cratered on its own Q2 revenue miss.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
AppLovin (NASDAQ:APP) trades at $305.77, while the average Wall Street ***** yst target sits at $526.39. That gap implies roughly 72% of upside if the Street is right, and one bank thinks the disconnect is far wider.
AppLovin runs an AI-powered mobile advertising platform built around its AXON recommendation engine, which places ads inside mobile games and increasingly in e-commerce and consumer apps. Wall Street focuses on two factors: extraordinary margins (an 84% adjusted EBITDA margin in the latest quarter) and management's belief the auction technology can compound revenue at roughly 30% annually long term.
#revenue #analyst #upside
28 days ago
Vishal Garg has long invoked "the American dream" as the motivation behind Better Home & Finance, known as Better, the online mortgage firm he launched 10 years ago to make mortgages more accessible.
But his own dreams appear to be going up in flames. Garg — who abruptly dismissed 900 employees via Zoom in December 2021 — was himself abruptly fired this month. As Forbes reports, Better's board ousted Garg because under his watch, the business experienced $1.5 billion in losses and its stock price cratered 90%.
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
#make #american #home
But his own dreams appear to be going up in flames. Garg — who abruptly dismissed 900 employees via Zoom in December 2021 — was himself abruptly fired this month. As Forbes reports, Better's board ousted Garg because under his watch, the business experienced $1.5 billion in losses and its stock price cratered 90%.
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
#make #american #home
28 days ago
On August 17, AECOM (NYSE:ACM) delivered a third quarter that looked strong and messy at the same time. Backlog hit an all-time high on record quarterly wins, yet the company also absorbed a $337 million pretax charge tied to a delayed construction project. The result was a quarter where headline numbers cratered even as the underlying business kept expanding. That gap between top-line noise and forward momentum is what makes this print worth a closer look.
AECOM's backlog grew 13% to a new all-time high, powered by record quarterly wins and a company-wide book-to-burn ratio of 1.6, including 1.8 times in the Americas. Year to date, that ratio sits at 1.4, giving management unusually long visibility into future revenue. The design business, adjusted for one fewer working day, grew net service revenue 5%, with the Americas up 6% and international design returning to growth at 4%, led by the UK and Australia. Stripped of the charge, adjusted EBITDA climbed 5% and adjusted earnings per share rose 11% year over year, while the company raised its full-year adjusted EBITDA margin outlook to 17.4% from 17%.
Wins are coming from every direction. Canada landed a 10-year program management role on a highway and bus transit project, one of the company's largest Canadian awards ever, while Australia's backlog jumped more than 40% year over year. In the U.K., work on the Great Grid electricity upgrade helped push growth into the high single digits. The federal pipeline is expanding too, with the pipeline tied to the Department of War up roughly 30% in the quarter and less than half of IIJA infrastructure funding in AECOM's core markets spent so far. The balance sheet backs it up, with $2 billion of undrawn borrowing capacity and no near-term debt maturities.
The $337 million pretax charge stems from a construction management project first bid in 2019, where subcontractor productivity has pushed substantial completion from the first quarter of fiscal 2027 to near the end of the second quarter. That slippage cost $1.99 of earnings per share this quarter and forced a $185 million cash use, and management expects the project to keep burning cash through the first half of fiscal 2027. A second design-build P3 project from the same era also carries a significant claim position as AECOM pursues recoveries, even though the company says it no longer bids that structure for public-private partnership clients.
#year
AECOM's backlog grew 13% to a new all-time high, powered by record quarterly wins and a company-wide book-to-burn ratio of 1.6, including 1.8 times in the Americas. Year to date, that ratio sits at 1.4, giving management unusually long visibility into future revenue. The design business, adjusted for one fewer working day, grew net service revenue 5%, with the Americas up 6% and international design returning to growth at 4%, led by the UK and Australia. Stripped of the charge, adjusted EBITDA climbed 5% and adjusted earnings per share rose 11% year over year, while the company raised its full-year adjusted EBITDA margin outlook to 17.4% from 17%.
Wins are coming from every direction. Canada landed a 10-year program management role on a highway and bus transit project, one of the company's largest Canadian awards ever, while Australia's backlog jumped more than 40% year over year. In the U.K., work on the Great Grid electricity upgrade helped push growth into the high single digits. The federal pipeline is expanding too, with the pipeline tied to the Department of War up roughly 30% in the quarter and less than half of IIJA infrastructure funding in AECOM's core markets spent so far. The balance sheet backs it up, with $2 billion of undrawn borrowing capacity and no near-term debt maturities.
The $337 million pretax charge stems from a construction management project first bid in 2019, where subcontractor productivity has pushed substantial completion from the first quarter of fiscal 2027 to near the end of the second quarter. That slippage cost $1.99 of earnings per share this quarter and forced a $185 million cash use, and management expects the project to keep burning cash through the first half of fiscal 2027. A second design-build P3 project from the same era also carries a significant claim position as AECOM pursues recoveries, even though the company says it no longer bids that structure for public-private partnership clients.
#year
29 days ago
META stock fell 4% as a 29-state youth-harm trial opened in Oakland, with potential damages of $1.4 trillion rivaling its entire market cap.
Pinterest (PINS) rose 3% and Snap (SNAP) gained 2% Tuesday, confirming Meta's selloff reflects company-specific legal and cost problems, not sector weakness.
Meta's Q2 costs surged 55% against 28% revenue growth, cratering free cash flow to just $784 million from $8.55 billion a year earlier.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Meta Platforms (NASDAQ:META) stock is down 4% to $548.14 in Tuesday morning trading as a 29-state youth-harm trial opens in Oakland. Investors are reassessing a cost base growing far faster than revenue.
#Stock #trial
Pinterest (PINS) rose 3% and Snap (SNAP) gained 2% Tuesday, confirming Meta's selloff reflects company-specific legal and cost problems, not sector weakness.
Meta's Q2 costs surged 55% against 28% revenue growth, cratering free cash flow to just $784 million from $8.55 billion a year earlier.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Meta Platforms (NASDAQ:META) stock is down 4% to $548.14 in Tuesday morning trading as a 29-state youth-harm trial opens in Oakland. Investors are reassessing a cost base growing far faster than revenue.
#Stock #trial
1 month ago
The later rounds are where you stop drafting for safety and start drafting for upside. The best late picks are cheap swings at a player whose role could climb. Rashid Shaheed is that swing this year.
Draft Shaheed with one of your last picks. PFN's Kyle Soppe calls him "the easiest click I'm making in the later rounds," and the reasons to like him run deeper than his 2025 box score lets on.
Do not judge him on the ugly line he posted after arriving in Seattle. Shaheed managed just 15 catches for 188 yards and no touchdowns following his midseason trade, and his snap and target counts cratered to roughly three looks a game. That is what happens when a receiver lands on a new team in November with no offseason to learn the system, not a sign that the talent slipped.
START PREPARING: PFN's Fantasy Mock Draft Simulator
Give him a defined role and the production shows up. Before the deal, Shaheed was averaging 11.6 points per game in New Orleans on a career-high 7.3 targets, ranking second on the Saints in targets behind only Chris Olave. Rewind to 2024, and he was a top-25 fantasy receiver through five weeks behind 17.5 yards per reception, before a knee injury ended his season. The role has been the variable, not the player.
#role #drafting #player
Draft Shaheed with one of your last picks. PFN's Kyle Soppe calls him "the easiest click I'm making in the later rounds," and the reasons to like him run deeper than his 2025 box score lets on.
Do not judge him on the ugly line he posted after arriving in Seattle. Shaheed managed just 15 catches for 188 yards and no touchdowns following his midseason trade, and his snap and target counts cratered to roughly three looks a game. That is what happens when a receiver lands on a new team in November with no offseason to learn the system, not a sign that the talent slipped.
START PREPARING: PFN's Fantasy Mock Draft Simulator
Give him a defined role and the production shows up. Before the deal, Shaheed was averaging 11.6 points per game in New Orleans on a career-high 7.3 targets, ranking second on the Saints in targets behind only Chris Olave. Rewind to 2024, and he was a top-25 fantasy receiver through five weeks behind 17.5 yards per reception, before a knee injury ended his season. The role has been the variable, not the player.
#role #drafting #player
1 month ago
Aug. 8—The dream of winning a world championship is very much alive for Simon Rosselli.
On his first throw Saturday afternoon in the World Athletics Congress U20 men's discus championship, the former Mead High star met the qualifying mark for the finals, throwing 60.84 meters (about 199 feet, 7 inches) at the University of Oregon's Hayward Field in Eugene.
It came on his first and only throw Saturday. By rule, once an athlete hits the qualifying standard for the finals he or she is done for the day.
The finals will feature 13 of the 29 athletes entered. Each athlete will have three attempts Sunday with the top nine moving on to the final round with three more attempts each.
"He looked really good warming up," Rosselli's coach, IronWood director TJ Crater, said. "Just a little cautious on his one competitive throw. He's ready."
#qualifying
On his first throw Saturday afternoon in the World Athletics Congress U20 men's discus championship, the former Mead High star met the qualifying mark for the finals, throwing 60.84 meters (about 199 feet, 7 inches) at the University of Oregon's Hayward Field in Eugene.
It came on his first and only throw Saturday. By rule, once an athlete hits the qualifying standard for the finals he or she is done for the day.
The finals will feature 13 of the 29 athletes entered. Each athlete will have three attempts Sunday with the top nine moving on to the final round with three more attempts each.
"He looked really good warming up," Rosselli's coach, IronWood director TJ Crater, said. "Just a little cautious on his one competitive throw. He's ready."
#qualifying
1 month ago
CAPE CANAVERAL, Fla. (AP) — A South Korean satellite has captured the first pictures of the moon's fresh crash scene caused by a stray ****** eX rocket.
The Korea Aerospace Research Institute's Danuri ****** ecraft flew over the impact site soon after the Falcon 9 upper stage inadvertently plowed into the moon on Wednesday. Danuri made multiple passes, snapping photos from lunar orbit that were released by the ****** e agency Thursday.
The terrain is noticeably darker where the rocket hit and carved out a crater, sending dust and rock everywhere. Korean ****** e officials said Danuri gathered before and after shots.
NASA expects its Lunar Reconnaissance Orbiter to fly over the crash site next week to view the aftermath.
Elon Musk's ****** eX launched Danuri from Cape Canaveral in 2022.
#canaveral #korean
The Korea Aerospace Research Institute's Danuri ****** ecraft flew over the impact site soon after the Falcon 9 upper stage inadvertently plowed into the moon on Wednesday. Danuri made multiple passes, snapping photos from lunar orbit that were released by the ****** e agency Thursday.
The terrain is noticeably darker where the rocket hit and carved out a crater, sending dust and rock everywhere. Korean ****** e officials said Danuri gathered before and after shots.
NASA expects its Lunar Reconnaissance Orbiter to fly over the crash site next week to view the aftermath.
Elon Musk's ****** eX launched Danuri from Cape Canaveral in 2022.
#canaveral #korean
1 month ago
Pfizer (PFE) yields nearly 7% as COVID drugs crater, while Merck (MRK) compounds at 66% one-year gains with a leaner 3% payout.
Pfizer runs 20 pivotal trials in 2026 targeting obesity and oncology, with a Vyndamax patent extension to 2031 protecting dividend coverage.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Pfizer (NYSE:PFE) and Merck (NYSE:MRK) refreshed the dividend debate with their latest quarterly reports.
Pfizer defends one of Big Pharma's fattest yields while its COVID franchise fades. Merck absorbs multi-billion dollar deal charges to reload a pipeline behind Keytruda. Two payouts, two very different risk profiles for income investors.
#NYSE #yields #Dividend
Pfizer runs 20 pivotal trials in 2026 targeting obesity and oncology, with a Vyndamax patent extension to 2031 protecting dividend coverage.
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Pfizer (NYSE:PFE) and Merck (NYSE:MRK) refreshed the dividend debate with their latest quarterly reports.
Pfizer defends one of Big Pharma's fattest yields while its COVID franchise fades. Merck absorbs multi-billion dollar deal charges to reload a pipeline behind Keytruda. Two payouts, two very different risk profiles for income investors.
#NYSE #yields #Dividend
1 month ago
The VanEck Semiconductor ETF (NASDAQ: SMH) is down around 20% from its high reached just a month ago. The artificial intelligence (AI) trade has cooled substantially as investors look for tangible positive results from these companies, not just aggressive spending on AI development.
That's what's partially caused Alphabet's and Meta Platforms' stocks to crater over the past few weeks. They've kept their foot on the gas with AI spending as free-cash-flow growth turns negative. Folks seem to be getting nervous about investing in companies that may be getting out over their skis.
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 »
Semiconductor stocks have gotten dragged down alongside these names. But that doesn't necessarily mean they're worth avoiding. In fact, if you follow the Warren Buffett mantra to "be greedy when others are fearful," it might actually be the smartest trade to make right now.
The VanEck Semiconductor ETF tracks the MVIS US Listed Semiconductor 25 index. It gives investors exposure to some of the largest companies that design and manufacture the chips powering artificial intelligence and data centers. Top holdings include:
#NVIDIA #down #vaneck
That's what's partially caused Alphabet's and Meta Platforms' stocks to crater over the past few weeks. They've kept their foot on the gas with AI spending as free-cash-flow growth turns negative. Folks seem to be getting nervous about investing in companies that may be getting out over their skis.
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 »
Semiconductor stocks have gotten dragged down alongside these names. But that doesn't necessarily mean they're worth avoiding. In fact, if you follow the Warren Buffett mantra to "be greedy when others are fearful," it might actually be the smartest trade to make right now.
The VanEck Semiconductor ETF tracks the MVIS US Listed Semiconductor 25 index. It gives investors exposure to some of the largest companies that design and manufacture the chips powering artificial intelligence and data centers. Top holdings include:
#NVIDIA #down #vaneck
1 month ago
A ******* eX rocket crashed into the moon at 2 a.m. Wednesday, leaving a massive crater and another piece of "space junk" on its surface. But that will be only the second-biggest dump of ******* eX's week.
On Thursday, nearly a billion shares of ******* eX, held by early employees and pre-IPO investors, will finally break free from their lockups. The shares, totaling around $100 billion at current prices, are more of a supply shock than the entire IPO itself. And while ******* ysts worry that it will cheapen the stock—or, as Morgan Stanley suggests, provide an opportunity "to gain exposure to a potential generational compounder"—SpaceX avoided the worst of this moment by quietly lining up its buyers before the lockup clock even started running.
Every IPO eventually meets this moment, cautioned Gil Luria, head of technology research at D.A. Davidson. Early employees might believe wholeheartedly in the company, but after spending decades with most of their wealth tied up in a single stock, they may want to diversify—buy a house, maybe.
That transfer from private-company insiders to public-market investors is the "natural course of business," he said—but, by definition, it puts pressure on the share price as fresh supply enters the market.
Within 25 days of listing, four index providers—CRSP, FTSE Russell, MSCI, and Nasdaq—added the stock, forcing passive funds inside millions of 401(k)s to buy in. While it's unclear how much ******* eX stock passive funds took on, JPMorgan estimates that the Nasdaq inclusion alone transferred $4 billion of ******* eX into passive accounts. Luria calls the accelerated path into the indexes "a little bit of a bailout."
#Stock
On Thursday, nearly a billion shares of ******* eX, held by early employees and pre-IPO investors, will finally break free from their lockups. The shares, totaling around $100 billion at current prices, are more of a supply shock than the entire IPO itself. And while ******* ysts worry that it will cheapen the stock—or, as Morgan Stanley suggests, provide an opportunity "to gain exposure to a potential generational compounder"—SpaceX avoided the worst of this moment by quietly lining up its buyers before the lockup clock even started running.
Every IPO eventually meets this moment, cautioned Gil Luria, head of technology research at D.A. Davidson. Early employees might believe wholeheartedly in the company, but after spending decades with most of their wealth tied up in a single stock, they may want to diversify—buy a house, maybe.
That transfer from private-company insiders to public-market investors is the "natural course of business," he said—but, by definition, it puts pressure on the share price as fresh supply enters the market.
Within 25 days of listing, four index providers—CRSP, FTSE Russell, MSCI, and Nasdaq—added the stock, forcing passive funds inside millions of 401(k)s to buy in. While it's unclear how much ******* eX stock passive funds took on, JPMorgan estimates that the Nasdaq inclusion alone transferred $4 billion of ******* eX into passive accounts. Luria calls the accelerated path into the indexes "a little bit of a bailout."
#Stock
1 month ago
Agilent Technologies Inc. (NYSE:A) just extended its diagnostics franchise into one of oncology's toughest corners. On July 23, the company said European regulators had certified its PD-L1 IHC 22C3 pharmDx test, Code SK006, as a companion diagnostic for epithelial ovarian, fallopian tube, and primary peritoneal carcinoma. That lets pathologists flag patients who might benefit from Merck's Keytruda. It is a narrow, technical-sounding approval, but it adds up to something bigger: Agilent's diagnostics business keeps racking up new indications while competitors scramble to keep pace.
Bull Case: A Diagnostics Machine That Keeps Adding Indications
This is now the eighth CE-marked indication for the 22C3 pharmDx ****** ay in the EU, following FDA approval of a related PD-L1 test (28-8 pharmDx) for esophageal and gastric cancers just nine days earlier. Each new label doesn't require Agilent to build a new product; it just extends the reach of an ****** ay already running in labs worldwide, which is a high-margin way to grow. Agilent has also been adding inorganically, closing its acquisition of Biocare Medical in June to deepen its clinical pathology reach, the same market where this new ovarian cancer approval lives. Together, the pipeline of regulatory wins and the acquisition strategy point to a company compounding its diagnostics footprint one label at a time rather than swinging for one blockbuster product.
Bear Case: A Crowded Diagnostics Field With A Scarier Neighbor
Companion diagnostics is not Agilent's alone to win. Danaher Corporation (NYSE:DHR), through its Leica Biosystems unit, competes directly for the same pathology lab budgets and just agreed on July 14 to acquire StatLab Medical Products to strengthen its own histology and AI-pathology pipeline. Danaher's own stock cratered 14% on July 21 after it trimmed its core revenue growth outlook, even though it beat on earnings and raised its profit forecast.
#pharmdx #pathology
Bull Case: A Diagnostics Machine That Keeps Adding Indications
This is now the eighth CE-marked indication for the 22C3 pharmDx ****** ay in the EU, following FDA approval of a related PD-L1 test (28-8 pharmDx) for esophageal and gastric cancers just nine days earlier. Each new label doesn't require Agilent to build a new product; it just extends the reach of an ****** ay already running in labs worldwide, which is a high-margin way to grow. Agilent has also been adding inorganically, closing its acquisition of Biocare Medical in June to deepen its clinical pathology reach, the same market where this new ovarian cancer approval lives. Together, the pipeline of regulatory wins and the acquisition strategy point to a company compounding its diagnostics footprint one label at a time rather than swinging for one blockbuster product.
Bear Case: A Crowded Diagnostics Field With A Scarier Neighbor
Companion diagnostics is not Agilent's alone to win. Danaher Corporation (NYSE:DHR), through its Leica Biosystems unit, competes directly for the same pathology lab budgets and just agreed on July 14 to acquire StatLab Medical Products to strengthen its own histology and AI-pathology pipeline. Danaher's own stock cratered 14% on July 21 after it trimmed its core revenue growth outlook, even though it beat on earnings and raised its profit forecast.
#pharmdx #pathology
2 months ago
Meta's AI capital spending ballooned to $130-145 billion, cratering free cash flow 91% and sending shares down 10%, while social media revenue surged 28%.
META dominates India, a market 4x the size of the US with no rival close, boasting 837 million WhatsApp and 531 million Instagram daily users.
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.
Two things happened to Mark Zuckerberg's Meta (NASDAQ: META) yesterday. Earnings showed how much the company was investing in AI, and data centers particularly. This drove the stock down 10%. At the same time, it became clear that it had become the dominant social media presence in the world's largest nation based on population. Daily active users of its Instagram platform are rising at a level that is hard to imagine. Meta should abandon the AI sector, where it is already a loser, for it, and one where it cannot catch up. It should focus on its core business, which is doing better than expected.
Meta's top line growth rate remains impressive based on its size. In the quarter, revenue rose 28% to $60.8 billion, which keeps it on track to be one of the largest companies in America by that yardstick. Ad impressions were almost as strong and were up 14% year over year. These are the company's revenue engine.
#daily #size
META dominates India, a market 4x the size of the US with no rival close, boasting 837 million WhatsApp and 531 million Instagram daily users.
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.
Two things happened to Mark Zuckerberg's Meta (NASDAQ: META) yesterday. Earnings showed how much the company was investing in AI, and data centers particularly. This drove the stock down 10%. At the same time, it became clear that it had become the dominant social media presence in the world's largest nation based on population. Daily active users of its Instagram platform are rising at a level that is hard to imagine. Meta should abandon the AI sector, where it is already a loser, for it, and one where it cannot catch up. It should focus on its core business, which is doing better than expected.
Meta's top line growth rate remains impressive based on its size. In the quarter, revenue rose 28% to $60.8 billion, which keeps it on track to be one of the largest companies in America by that yardstick. Ad impressions were almost as strong and were up 14% year over year. These are the company's revenue engine.
#daily #size
2 months ago
September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.
The price of WTI crude cratered more than -8% on Monday after the U.S. and Iran refrained from attacking each other for a third consecutive night. The Wall Street Journal reported that President Trump has put off a major military escalation against Iran amid efforts to revive diplomacy aimed at reopening the Strait of Hormuz and ongoing debate over the impact of dwindling munitions stockpiles. Mr. Trump has consistently said "he prefers a diplomatic solution, but he continues to retain all options if Iran continues terrorist activities in the Strait of Hormuz or against allies," a White House spokesman said in a statement. Meanwhile, Iran's army said on Sunday that it has suspended its retaliation against U.S. bases and troops in the region following Trump's decision to hold off on strikes.
Dear ****** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#september #wall #street #major
The price of WTI crude cratered more than -8% on Monday after the U.S. and Iran refrained from attacking each other for a third consecutive night. The Wall Street Journal reported that President Trump has put off a major military escalation against Iran amid efforts to revive diplomacy aimed at reopening the Strait of Hormuz and ongoing debate over the impact of dwindling munitions stockpiles. Mr. Trump has consistently said "he prefers a diplomatic solution, but he continues to retain all options if Iran continues terrorist activities in the Strait of Hormuz or against allies," a White House spokesman said in a statement. Meanwhile, Iran's army said on Sunday that it has suspended its retaliation against U.S. bases and troops in the region following Trump's decision to hold off on strikes.
Dear ****** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#september #wall #street #major
2 months ago
Starbucks' net income cratered from $4.25 billion to a $2 billion run rate, dragging shares down 17% over five years against the S&P's 70% gain.
CEO Brian Niccol's menu and service changes at SBUX face stiff competition from MCD and Dunkin', making double-digit same-store sales growth essential for a true recovery.
Investors fixated on Starbucks' historically strong earnings may be overlooking whether Niccol's turnaround can ever restore the company's peak profitability.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and McDonald's didn't make the cut. Grab the names FREE today.
What can Starbucks' (NASDAQ: SBUX) management say about its stock? Shares are up 24% this year compared to the S&P, which has risen 9%. Over the last year, it is up 12% compared to the S&P at 19%. Over the last five years, its shares have fallen 17% compared to 70% for the S&P.
#starbucks #billion
CEO Brian Niccol's menu and service changes at SBUX face stiff competition from MCD and Dunkin', making double-digit same-store sales growth essential for a true recovery.
Investors fixated on Starbucks' historically strong earnings may be overlooking whether Niccol's turnaround can ever restore the company's peak profitability.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and McDonald's didn't make the cut. Grab the names FREE today.
What can Starbucks' (NASDAQ: SBUX) management say about its stock? Shares are up 24% this year compared to the S&P, which has risen 9%. Over the last year, it is up 12% compared to the S&P at 19%. Over the last five years, its shares have fallen 17% compared to 70% for the S&P.
#starbucks #billion
2 months ago
Giverny Capital ******* et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ******* et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."
#building #management #construction
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ******* et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."
#building #management #construction
2 months ago
This ETF is still popular, despite having a devastating flaw
The ETF has not recovered after cratering in 2022, and yet investors still buy it
The culprit is a legacy architecture that newer ETFs avoid. Here's why you should stop buying this and buy the newer ones
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and GPIQ didn't make the cut. Grab the names FREE today.
High-yield ETFs are very popular during the AI market rally, as dividend investors feel they are missing out on all the action. Thus, they are buying ETFs like the Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) to make up for the "lost" gains. They get not just the dividends but "exposure to the Nasdaq-100."
#etfs #gpiq
The ETF has not recovered after cratering in 2022, and yet investors still buy it
The culprit is a legacy architecture that newer ETFs avoid. Here's why you should stop buying this and buy the newer ones
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and GPIQ didn't make the cut. Grab the names FREE today.
High-yield ETFs are very popular during the AI market rally, as dividend investors feel they are missing out on all the action. Thus, they are buying ETFs like the Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) to make up for the "lost" gains. They get not just the dividends but "exposure to the Nasdaq-100."
#etfs #gpiq
2 months ago
It's been a tumultuous year for Meta Platforms (NASDAQ: META) investors. Despite the company's strong underlying ad revenue and user engagement metrics, the stock has been under meaningful pressure.
While the stock at one point cratered by as much as 20%, shares are now down just 2% year to date -- showing some degree of resilience as capital continues rotating toward companies that are viewed as clearer artificial intelligence (AI) infrastructure winners. With its next earnings reported scheduled for July 29, I predict Meta CEO Mark Zuckerberg will take that opportunity to announce a major strategic shift that could reframe Meta's role in the AI 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 »
Meta's stock has been under pressure this year for one reason: the scale of its AI investments. The company is deploying unprecedented sums to build data centers, design custom silicon, and procure GPU clusters to support its AI initiatives.
Those capital expenditures have compressed its free cash flow in the near term. Investors are growing increasingly concerned about the potential timeline for Meta to deliver meaningful returns on this capital, especially amid questions about how AI will be monetized across the broader tech sector.
#year #Stock #flashing
While the stock at one point cratered by as much as 20%, shares are now down just 2% year to date -- showing some degree of resilience as capital continues rotating toward companies that are viewed as clearer artificial intelligence (AI) infrastructure winners. With its next earnings reported scheduled for July 29, I predict Meta CEO Mark Zuckerberg will take that opportunity to announce a major strategic shift that could reframe Meta's role in the AI 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 »
Meta's stock has been under pressure this year for one reason: the scale of its AI investments. The company is deploying unprecedented sums to build data centers, design custom silicon, and procure GPU clusters to support its AI initiatives.
Those capital expenditures have compressed its free cash flow in the near term. Investors are growing increasingly concerned about the potential timeline for Meta to deliver meaningful returns on this capital, especially amid questions about how AI will be monetized across the broader tech sector.
#year #Stock #flashing
2 months ago
Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ****** et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."
#building #NYSE #management #asset
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ****** et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."
#building #NYSE #management #asset
2 months ago
Vice President JD Vance spoke to podcaster Joe Rogan Wednesday about how California has declined under Gov. Gavin Newsom to the point it gave him flashbacks to visiting a "Third World country."
Vance recalled driving through a rough neighborhood in Los Angeles on his way to an elite Christmas party and was struck by the contrast between the two settings.
"And I realized when I was there, you know what this reminds me of? This reminds me of going to the U.S. Embassy in Port-au-Prince, Haiti," he said, as Rogan chuckled. "Like super security, crazy wealth and privilege and status on the inside and squalor and misery on the outside.
"It's the first time I'd ever thought America, like this part of America, is actually more like a Third World country than anything that I thought we'd ever become."
Joe Rogan Mocks Gavin Newsom For Dismissing Growing State Problems As La Film Production Craters
Vance recalled driving through a rough neighborhood in Los Angeles on his way to an elite Christmas party and was struck by the contrast between the two settings.
"And I realized when I was there, you know what this reminds me of? This reminds me of going to the U.S. Embassy in Port-au-Prince, Haiti," he said, as Rogan chuckled. "Like super security, crazy wealth and privilege and status on the inside and squalor and misery on the outside.
"It's the first time I'd ever thought America, like this part of America, is actually more like a Third World country than anything that I thought we'd ever become."
Joe Rogan Mocks Gavin Newsom For Dismissing Growing State Problems As La Film Production Craters
2 months ago
"It's the injuries" is a common excuse for why the A's, once 38-38 and in the thick of a weak AL West race, have cratered, fallen, and can't get up. "Wait until we're back at full strength" is a commonly heard game plan for letting a season in which 2 games over .500 gets you 1st place at the All-Star break slip away in a slow but deadly implosion.
Without question the A's have missed, when out, Jacob Wilson and Zack Gelof, Tyler Soderstrom and Luis Severino, even Brent Rooker though he never got his season untracked. At the same time, no one in the division is feeling too sorry for the A's just because they have not been at full strength and have been without some key cogs.
The Mariners were without Cal Raleigh for a long stretch and Brendan Donovan last played on May 13th. The Rangers were long absent Wyatt Langford, lost Corey Seager to an IL stint, and Cody Bradford has yet to throw a pitch all season. The Astros were without Jeremy Peña for 5 weeks while Carlos Correa is out for the season and Hunter Brown only recently rejoined the rotation. The difference is that these teams weathered their adversity enough to win roughly half their games.
Here are some truths that better explain why the A's sit at 41-55 at the All-Star break when even just 48-48 would have served them quite well…
The Myth Of "Good Offense/Bad Pitching"
Without question the A's have missed, when out, Jacob Wilson and Zack Gelof, Tyler Soderstrom and Luis Severino, even Brent Rooker though he never got his season untracked. At the same time, no one in the division is feeling too sorry for the A's just because they have not been at full strength and have been without some key cogs.
The Mariners were without Cal Raleigh for a long stretch and Brendan Donovan last played on May 13th. The Rangers were long absent Wyatt Langford, lost Corey Seager to an IL stint, and Cody Bradford has yet to throw a pitch all season. The Astros were without Jeremy Peña for 5 weeks while Carlos Correa is out for the season and Hunter Brown only recently rejoined the rotation. The difference is that these teams weathered their adversity enough to win roughly half their games.
Here are some truths that better explain why the A's sit at 41-55 at the All-Star break when even just 48-48 would have served them quite well…
The Myth Of "Good Offense/Bad Pitching"
2 months ago
Blue Origin, Jeff Bezos's rocket company that fiercely competes with **** eX over NASA contracts, is now seeking money outside of the Amazon billionaire's pocketbook for the first time—$10 billion at a $130 billion valuation, according to DealBook.
DealBook reports that Bezos himself will contribute $2 billion and global **** et manager Coatue Management will contribute $4 billion, with the remainder expected from institutional investors. Historically, Bezos had funded the company by selling his personal Amazon stock.
"Another way to think about it is Jeff Bezos doesn't want to put any more of his own money into the business," Nicolas Owens, an equity **** yst who covers **** eX for Morningstar, told Fortune. "He has observed that institutional investors were interested in investing in **** eX, and so maybe he should ask them if they also want to invest in him."
The move marks a turning point for Bezos' **** e company. After decades as a privately bankrolled moonshot, it's now seeking institutional firepower just as Musk's **** eX is being tested by public markets. Shares in **** eX have surrendered nearly all of the gains from their blockbuster stock market debut, cratering 16% in a single day on June 22 and closing at $149.47 on July 7—a 29% retreat from its $211.39 closing peak on June 16 and roughly back to where it opened.
But Blue Origin branching out also ramps up the the two-decades-long Bezos-Musk rivalry further away from a mere billionaire duel and into a capital-heavy race for **** e dominance that institutional investors can help fund.
DealBook reports that Bezos himself will contribute $2 billion and global **** et manager Coatue Management will contribute $4 billion, with the remainder expected from institutional investors. Historically, Bezos had funded the company by selling his personal Amazon stock.
"Another way to think about it is Jeff Bezos doesn't want to put any more of his own money into the business," Nicolas Owens, an equity **** yst who covers **** eX for Morningstar, told Fortune. "He has observed that institutional investors were interested in investing in **** eX, and so maybe he should ask them if they also want to invest in him."
The move marks a turning point for Bezos' **** e company. After decades as a privately bankrolled moonshot, it's now seeking institutional firepower just as Musk's **** eX is being tested by public markets. Shares in **** eX have surrendered nearly all of the gains from their blockbuster stock market debut, cratering 16% in a single day on June 22 and closing at $149.47 on July 7—a 29% retreat from its $211.39 closing peak on June 16 and roughly back to where it opened.
But Blue Origin branching out also ramps up the the two-decades-long Bezos-Musk rivalry further away from a mere billionaire duel and into a capital-heavy race for **** e dominance that institutional investors can help fund.
2 months ago
META shares have dropped 12% year to date as Zuckerberg admits AI development
Meta cut 8,000 employees targeting integrity, cybersecurity, and Reality Labs while shielding AI infrastructure and monetization teams from layoffs.
Meta employee morale has cratered, with Blind ratings down 25% and median total compensation dropping nearly $30,000, as workers feel they're training their own replacements.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
At an internal Meta town hall on July 2, 2026, CEO Mark Zuckerberg told employees that AI agent development over the prior four months "hasn't really accelerated in the way that we expected," per a recording heard by Reuters. He added that the company's reorganization was not as "clean" as planned and that its bets on the new structure "haven't come to fruition yet," though he expects meaningful benefits within three to six months.
Meta cut 8,000 employees targeting integrity, cybersecurity, and Reality Labs while shielding AI infrastructure and monetization teams from layoffs.
Meta employee morale has cratered, with Blind ratings down 25% and median total compensation dropping nearly $30,000, as workers feel they're training their own replacements.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
At an internal Meta town hall on July 2, 2026, CEO Mark Zuckerberg told employees that AI agent development over the prior four months "hasn't really accelerated in the way that we expected," per a recording heard by Reuters. He added that the company's reorganization was not as "clean" as planned and that its bets on the new structure "haven't come to fruition yet," though he expects meaningful benefits within three to six months.
2 months ago
ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer noted the AI worries around the stock, as he commented:
Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these companies have been hurt by artificial intelligence platforms like Anthropic's Claude. I believe AI is cutting a lot of jobs… [for] potential and actual users of their products, and their nascent AI businesses, they're not making up for the lost seats. That's the method of payment for these companies, by the seat. And that's why I'm betting that these gains, they may be ephemeral. ServiceNow and Salesforce are down so much for the year, though, off 31 and 38%, respectively. They're, look, these are due for at least a couple of days' bounce. But it's just a bounce, people, until we see earnings that can tell a different story of this entire enterprise software group.
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, ****** ytics, and a suite of IT, security, customer service, and employee experience products.
While we acknowledge the potential of NOW 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.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years
Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these companies have been hurt by artificial intelligence platforms like Anthropic's Claude. I believe AI is cutting a lot of jobs… [for] potential and actual users of their products, and their nascent AI businesses, they're not making up for the lost seats. That's the method of payment for these companies, by the seat. And that's why I'm betting that these gains, they may be ephemeral. ServiceNow and Salesforce are down so much for the year, though, off 31 and 38%, respectively. They're, look, these are due for at least a couple of days' bounce. But it's just a bounce, people, until we see earnings that can tell a different story of this entire enterprise software group.
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, ****** ytics, and a suite of IT, security, customer service, and employee experience products.
While we acknowledge the potential of NOW 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.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years
