10 days ago
Costco has built a reputation on low prices, bulk deals, and member-exclusive perks. But one of the warehouse club's most recognizable attractions is also one of its most controversial: the food court.
For many shoppers, a trip to Costco isn't complete without a $1.50 hot dog and soda, a slice of pizza, or another inexpensive bite after navigating the warehouse's crowded aisles.
The food court has become an important part of the Costco experience, reinforcing the retailer's value-focused image and giving members another reason to shop.
The hot dog deal, whose $1.50 price point has been locked in since 1985, is particularly iconic.
#built #bulk #deals #exclusive
For many shoppers, a trip to Costco isn't complete without a $1.50 hot dog and soda, a slice of pizza, or another inexpensive bite after navigating the warehouse's crowded aisles.
The food court has become an important part of the Costco experience, reinforcing the retailer's value-focused image and giving members another reason to shop.
The hot dog deal, whose $1.50 price point has been locked in since 1985, is particularly iconic.
#built #bulk #deals #exclusive
1 month ago
Anne Hathaway knew almost immediately that taking command of a crowded red carpet photo call was probably going to follow her onto the internet. One night later, she was already apologizing and laughing at herself for exactly that.
The actress went viral after directing photographers during a group photo at the September 29 New York premiere of Verity. With several cast members posing together and photographers calling for their attention from different parts of the press line, Hathaway began organizing where the group would look and when.
During her September 30 appearance on The Tonight Show Starring Jimmy Fallon, Hathaway called watching the footage "the stuff of nightmares" and described what took over as "mom mode by way of chorus line." She said she had simply been trying to help as the photographers became frustrated and the atmosphere started to change.
Hathaway ultimately offered a playful apology instead of defending the performance. "I apologize everybody," she said, before joking that the version of herself who appeared on the carpet had arrived strictly for business.
Rather than allowing the cast to keep turning toward whichever photographer called loudest, Hathaway announced that they would begin on one side of the press line and work their way across.
#photographers #carpet #cast
The actress went viral after directing photographers during a group photo at the September 29 New York premiere of Verity. With several cast members posing together and photographers calling for their attention from different parts of the press line, Hathaway began organizing where the group would look and when.
During her September 30 appearance on The Tonight Show Starring Jimmy Fallon, Hathaway called watching the footage "the stuff of nightmares" and described what took over as "mom mode by way of chorus line." She said she had simply been trying to help as the photographers became frustrated and the atmosphere started to change.
Hathaway ultimately offered a playful apology instead of defending the performance. "I apologize everybody," she said, before joking that the version of herself who appeared on the carpet had arrived strictly for business.
Rather than allowing the cast to keep turning toward whichever photographer called loudest, Hathaway announced that they would begin on one side of the press line and work their way across.
#photographers #carpet #cast
1 month ago
Anne Hathaway tried to organize a red carpet photo session and ended up with a viral moment she wishes she could take back. The actress apologized after footage of her directing photographers at the "Verity" premiere made the rounds online. By the following night, she was covering her eyes as Jimmy Fallon replayed the clip. Hathaway said she had been trying to help her co-stars and the photographers get through a crowded photo call but immediately realized how the moment might look.
Eric Kowalsky / MEGA
During Wednesday's appearance on "The Tonight Show Starring Jimmy Fallon", Hathaway addressed the footage from the previous evening's New York premiere. The actress described the video as "horrifying" and "the stuff of nightmares." Hathaway also admitted she knew Fallon would bring it up during their interview.
The clip showed her standing between "Verity" co-stars Dakota Johnson and Ismaël Cruz Córdova, explaining how they would work their way through the cameras. "We are going to start from the left and then we can make our way that way," she told the photographers.
Hathaway then pointed and counted to 10 as the group posed. Johnson added her own deadline to the proceedings. "And then I'm gonna leave."
#fallon #footage
Eric Kowalsky / MEGA
During Wednesday's appearance on "The Tonight Show Starring Jimmy Fallon", Hathaway addressed the footage from the previous evening's New York premiere. The actress described the video as "horrifying" and "the stuff of nightmares." Hathaway also admitted she knew Fallon would bring it up during their interview.
The clip showed her standing between "Verity" co-stars Dakota Johnson and Ismaël Cruz Córdova, explaining how they would work their way through the cameras. "We are going to start from the left and then we can make our way that way," she told the photographers.
Hathaway then pointed and counted to 10 as the group posed. Johnson added her own deadline to the proceedings. "And then I'm gonna leave."
#fallon #footage
2 months ago
Zipline is putting a fresh valuation on the increasingly crowded race to make drone delivery a mainstream part of American last-mile logistics networks, all while the regulatory system is still playing catch-up.
The autonomous delivery company is in talks to raise roughly $1 billion that would value the firm of roughly $20 billion, according to Bloomberg, nearly tripling the $7.6 billion valuation it established in January.
More from WWD
Ravel Raises $8.2M to Tackle Fashion's Elastane Problem
Auction Marketplace Buywander Secures $21M in Funding
#delivery
The autonomous delivery company is in talks to raise roughly $1 billion that would value the firm of roughly $20 billion, according to Bloomberg, nearly tripling the $7.6 billion valuation it established in January.
More from WWD
Ravel Raises $8.2M to Tackle Fashion's Elastane Problem
Auction Marketplace Buywander Secures $21M in Funding
#delivery
2 months ago
BitMEX has settled and delisted XBTUSD, ending one of the most influential trades in crypto history. The Bitcoin contract ran for more than 10 years and became the template for the perpetual futures market that dominates crypto trading today.
BitMEX itself will shut down on September 23. Yet the product it created is everywhere.
XBTUSD launched on May 13, 2016. It allowed traders to bet on Bitcoin without an expiry date.
Traditional futures expire on fixed dates. XBTUSD did not. That kept traders in one continuous market instead of splitting liquidity between different contracts.
BitMEX also introduced a funding system to keep the contract close to Bitcoin's spot price. When too many traders crowded onto one side, they paid the other side.
#xbtusd #Crypto #contract
BitMEX itself will shut down on September 23. Yet the product it created is everywhere.
XBTUSD launched on May 13, 2016. It allowed traders to bet on Bitcoin without an expiry date.
Traditional futures expire on fixed dates. XBTUSD did not. That kept traders in one continuous market instead of splitting liquidity between different contracts.
BitMEX also introduced a funding system to keep the contract close to Bitcoin's spot price. When too many traders crowded onto one side, they paid the other side.
#xbtusd #Crypto #contract
2 months ago
XLE's put/call ratio hit 2.57, with the most crowded trade being a one-month put that only pays off if energy stocks drop 12%.
USO has surged 126% YTD, but $6 diesel and freight earnings warnings of 5 to 10% signal that high crude is becoming an economic drag.
If energy breaks, defensive rotation candidates XLP (up 10% YTD) and XLV (up 25% over one year) stand to benefit.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Energy is the year's best-performing sector, and on Wednesday the options market bet heavily that it is about to break. Volume in Energy Select Sector SPDR (NYSEARCA:XLE) options ran roughly 70% above normal, with more than twice as many puts as calls changing hands and nine of the ten busiest contracts on the day being puts. The single most crowded trade was a 57-strike put expiring one month out, a structure that only pays off if XLE falls roughly 12% from here. Our own full-chain read on XLE puts a live put/call ratio at 2.57, with ratios above 16 at the Sept. 23 expiration and above 13 at Sept. 25.
#above #call #ratio #trade
USO has surged 126% YTD, but $6 diesel and freight earnings warnings of 5 to 10% signal that high crude is becoming an economic drag.
If energy breaks, defensive rotation candidates XLP (up 10% YTD) and XLV (up 25% over one year) stand to benefit.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Energy is the year's best-performing sector, and on Wednesday the options market bet heavily that it is about to break. Volume in Energy Select Sector SPDR (NYSEARCA:XLE) options ran roughly 70% above normal, with more than twice as many puts as calls changing hands and nine of the ten busiest contracts on the day being puts. The single most crowded trade was a 57-strike put expiring one month out, a structure that only pays off if XLE falls roughly 12% from here. Our own full-chain read on XLE puts a live put/call ratio at 2.57, with ratios above 16 at the Sept. 23 expiration and above 13 at Sept. 25.
#above #call #ratio #trade
2 months ago
A police response to reports of a man chasing a woman spiraled into a deadly confrontation when an unrelated knife-wielding man charged an officer through a crowded seaside park in California, chilling new bodycam video shows.
The tense encounter unfolded Aug. 22 as Santa Monica Police Department officers investigated a report of a man chasing a woman near the Broadway stairs, according to a newly released critical incident briefing.
The man killed in the confrontation was identified by the Los Angeles County Department of Medical Examiner as 44-year-old Michael Rodriguez.
Bodycam Shows Los Angeles County Deputy Stabbed Seconds After Arriving At Knife Attack
Bodycam video shows Michael Rodriguez approaching a Santa Monica police officer with a knife raised in Palisades Park Aug. 22, 2026.
#police #knife
The tense encounter unfolded Aug. 22 as Santa Monica Police Department officers investigated a report of a man chasing a woman near the Broadway stairs, according to a newly released critical incident briefing.
The man killed in the confrontation was identified by the Los Angeles County Department of Medical Examiner as 44-year-old Michael Rodriguez.
Bodycam Shows Los Angeles County Deputy Stabbed Seconds After Arriving At Knife Attack
Bodycam video shows Michael Rodriguez approaching a Santa Monica police officer with a knife raised in Palisades Park Aug. 22, 2026.
#police #knife
2 months ago
Vale S.A. (NYSE:VALE) is considering making its debut in China's domestic bond market as soon as this year, with CFO Marcelo Bacci saying the company is preparing for a potential Panda bond issuance. The move would be strategically significant because China accounts for roughly half of Vale's revenue, making renminbi financing a natural extension of its relationship with its largest market. Bloomberg reported that Vale is still ****** sing the market, including whether it can obtain a maturity longer than the typical two-, three-, or five-year terms available to international issuers.
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.
#chinese #bond #panda #China
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.
#chinese #bond #panda #China
2 months ago
ETH is enjoying another stretch of relative strength, trading up as much as 7% this morning above $2,600, and still running around +4% on the day at the time of writing.
In this span, ETH outperformed a flat BTC (+0.33%) and warmer majors like SOL, HYPE, and ZEC (which are all roughly +2% over the past 24 hours).
The backdrop: Friday's CPI landed mixed, i.e. a hotter headline number softened by a cooler core reading. Markets seem to have shrugged this result off as already priced in, flipping the mood from Thursday's PPI-driven jitters back toward risk-on.
Secondary driver: This vibe shift led to buy pressure, the buy pressure led to a bounce, and the bounce led to a squeeze. As ETH shorts had become a crowded trade once more, that bounce forced hundreds of millions in liquidations, with one outsized position wipeout on Hyperliquid doing a lot of that damage alone.
What to watch: Traders are now betting the Fed will raise rates at next week's FOMC meeting. Odds jumped to the mid-to-high 80% range after Friday's data, up from around 70% the day before. If that rate hike happens and the Fed signals more are coming, ETH's rallying could stall. Yet if Fed Chair Warsh sounds less aggressive when he speaks afterward, ETH's strength could just as easily keep going.
#pressure #markets #hyperliquid
In this span, ETH outperformed a flat BTC (+0.33%) and warmer majors like SOL, HYPE, and ZEC (which are all roughly +2% over the past 24 hours).
The backdrop: Friday's CPI landed mixed, i.e. a hotter headline number softened by a cooler core reading. Markets seem to have shrugged this result off as already priced in, flipping the mood from Thursday's PPI-driven jitters back toward risk-on.
Secondary driver: This vibe shift led to buy pressure, the buy pressure led to a bounce, and the bounce led to a squeeze. As ETH shorts had become a crowded trade once more, that bounce forced hundreds of millions in liquidations, with one outsized position wipeout on Hyperliquid doing a lot of that damage alone.
What to watch: Traders are now betting the Fed will raise rates at next week's FOMC meeting. Odds jumped to the mid-to-high 80% range after Friday's data, up from around 70% the day before. If that rate hike happens and the Fed signals more are coming, ETH's rallying could stall. Yet if Fed Chair Warsh sounds less aggressive when he speaks afterward, ETH's strength could just as easily keep going.
#pressure #markets #hyperliquid
2 months ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
The competitive field to build out the tech infrastructure to ease the use of alternative investments in the wealth channel just got a little more crowded as New York-based fintech Aqua announced a $18.8 million Series A to back what it's calling a turnkey alternative investments platform.
The AI-native platform seeks to be a single solution that brings fund creation, operational workflows, investment lifecycle management, marketplace access, document intelligence and investor servicing into a single environment. In addition to managing off-the-shelf private market funds, advisors using Aqua can build special purpose vehicles, registered funds, fund of funds and feeder funds.
The $15 million Series A, led by Arthur Ventures with participation from Alumni Ventures, follows a 2021 $3.8 million seed round backed by Google's AI Fund, Y Combinator. It plans to use the funding to accelerate business and platform development, expand its engineering and partnership teams, and deepen integrations across custodians and fund sponsors. (The firm started as a team of six, but now has two dozen employees and it plans to continue to staff up as it onboards more advisors and fund managers.)
To be sure, Aqua is far from alone in attempting to streamline the alternative investments process. The **** e continues to be led by well-known players iCapital and CAIS, which service thousands of wealth firms through their marketplaces, and each has continued to add tech to support the lifecycle of alternative investments. Firms including SUBSCRIBE, Canoe, Gridline, Allocate, Alto, Arch, Opto, GLAS Funds, Altigo/SEI and Apex Alts also compete in the area, focusing on streamlining all aspects of the investment process. In addition, traditional TAMPs like InvestCloud, Envestnet, Orion, Addepar and Black Diamond have made enhancements to support private markets.
#Investments #subscribe #series
The competitive field to build out the tech infrastructure to ease the use of alternative investments in the wealth channel just got a little more crowded as New York-based fintech Aqua announced a $18.8 million Series A to back what it's calling a turnkey alternative investments platform.
The AI-native platform seeks to be a single solution that brings fund creation, operational workflows, investment lifecycle management, marketplace access, document intelligence and investor servicing into a single environment. In addition to managing off-the-shelf private market funds, advisors using Aqua can build special purpose vehicles, registered funds, fund of funds and feeder funds.
The $15 million Series A, led by Arthur Ventures with participation from Alumni Ventures, follows a 2021 $3.8 million seed round backed by Google's AI Fund, Y Combinator. It plans to use the funding to accelerate business and platform development, expand its engineering and partnership teams, and deepen integrations across custodians and fund sponsors. (The firm started as a team of six, but now has two dozen employees and it plans to continue to staff up as it onboards more advisors and fund managers.)
To be sure, Aqua is far from alone in attempting to streamline the alternative investments process. The **** e continues to be led by well-known players iCapital and CAIS, which service thousands of wealth firms through their marketplaces, and each has continued to add tech to support the lifecycle of alternative investments. Firms including SUBSCRIBE, Canoe, Gridline, Allocate, Alto, Arch, Opto, GLAS Funds, Altigo/SEI and Apex Alts also compete in the area, focusing on streamlining all aspects of the investment process. In addition, traditional TAMPs like InvestCloud, Envestnet, Orion, Addepar and Black Diamond have made enhancements to support private markets.
#Investments #subscribe #series
2 months ago
NEW YORK – Concrete jungle where dreams are made of, there's nothing Tommy Hilfiger can't do.
The designer brought together an A-list crowd for his spectacle of a New York Fashion Week show at the famed Plaza Hotel in Midtown Manhattan Thursday afternoon.
The front row brought together some of the winners of the summer that brought New Yorkers together: New York Knicks stars and NBA Finals champions Josh Hart, Miles McBride and Karl-Anthony Towns (plus Towns' new wife, Jordyn Woods), as well as "Love Island USA" winner Trinity Tatum, all of whom New Yorkers cheered on while gathered at watch parties in summer 2026.
A gaggle of onlookers and perhaps 100 photographers crowded the entrance, hoping to catch a glimpse of one of the massive stars in attendance Sept. 10, including Kate Moss, former Knicks star Carmelo Anthony, Jisoo, Camila Cabello, Patrick Schwarzenegger and more.
Screams penetrated the air both indoors and outdoors: Former "Real Housewives" star Lisa Rinna exclaimed as she ran into actor Lukas Gage, and fans outside screamed for K-pop princess Jisoo.
#yorkers #knicks #anthony #summer
The designer brought together an A-list crowd for his spectacle of a New York Fashion Week show at the famed Plaza Hotel in Midtown Manhattan Thursday afternoon.
The front row brought together some of the winners of the summer that brought New Yorkers together: New York Knicks stars and NBA Finals champions Josh Hart, Miles McBride and Karl-Anthony Towns (plus Towns' new wife, Jordyn Woods), as well as "Love Island USA" winner Trinity Tatum, all of whom New Yorkers cheered on while gathered at watch parties in summer 2026.
A gaggle of onlookers and perhaps 100 photographers crowded the entrance, hoping to catch a glimpse of one of the massive stars in attendance Sept. 10, including Kate Moss, former Knicks star Carmelo Anthony, Jisoo, Camila Cabello, Patrick Schwarzenegger and more.
Screams penetrated the air both indoors and outdoors: Former "Real Housewives" star Lisa Rinna exclaimed as she ran into actor Lukas Gage, and fans outside screamed for K-pop princess Jisoo.
#yorkers #knicks #anthony #summer
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
2 months ago
Kevin Bacon and Kyra Sedgwick celebrated 38 years of marriage without a red carpet or crowded party. Their anniversary weekend involved a canoe, a quiet lake and a pun Sedgwick was probably never going to let pass.
Sedgwick shared two photographs from the outing on September 9, five days after the couple's anniversary. She and Bacon sat together in a canoe wearing plaid overshirts, with Sedgwick in a baseball cap and Bacon in sunglasses. "Perfect anniversary weekend. ❤️ Canoe believe it's been 38 years?!" she wrote in the post.
Bacon had marked the actual anniversary on September 4 with a photograph from nearly 20 years earlier. The image showed the couple dressed for the 2006 Primetime Emmy Awards and sitting close together in the back of a car. His caption was even shorter: "38 years with my love."
Bacon and Sedgwick married on September 4, 1988, after falling in love while working together on Lemon Sky. Their latest anniversary also comes during another stretch of professional collaboration, with the couple now sharing directing duties on a movie starring their two adult children.
Sedgwick's September 9 post showed how the couple spent at least part of their anniversary weekend. PEOPLE reported that both wore plaid overshirts while sitting together on the water, with one photograph showing Sedgwick smiling toward Bacon from the other end of the canoe.
#bacon #sedgwick #couple
Sedgwick shared two photographs from the outing on September 9, five days after the couple's anniversary. She and Bacon sat together in a canoe wearing plaid overshirts, with Sedgwick in a baseball cap and Bacon in sunglasses. "Perfect anniversary weekend. ❤️ Canoe believe it's been 38 years?!" she wrote in the post.
Bacon had marked the actual anniversary on September 4 with a photograph from nearly 20 years earlier. The image showed the couple dressed for the 2006 Primetime Emmy Awards and sitting close together in the back of a car. His caption was even shorter: "38 years with my love."
Bacon and Sedgwick married on September 4, 1988, after falling in love while working together on Lemon Sky. Their latest anniversary also comes during another stretch of professional collaboration, with the couple now sharing directing duties on a movie starring their two adult children.
Sedgwick's September 9 post showed how the couple spent at least part of their anniversary weekend. PEOPLE reported that both wore plaid overshirts while sitting together on the water, with one photograph showing Sedgwick smiling toward Bacon from the other end of the canoe.
#bacon #sedgwick #couple
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
2 months ago
Florida running back Jadan Baugh opened the season with 160 yards and three touchdowns on 14 carries, pushing him past the 2,000-yard mark for his career.
Baugh is the 20th player in program history to reach 2,000 yards on the ground, and he now sits at 2,003 through 26 career games. The junior is already climbing a crowded part of Florida's record book, with James Jones (2,068), Mike Gillislee (2,072) and Deshawn Wynn (2,077) all within 75 yards.
The opener against FAU also marked Baugh's sixth career 100-yard rushing game and moved him to 18 career rushing touchdowns, good for No. 16 in program history. That gives this season a second record-book race to track alongside his yardage total.
Baugh is coming off a 1,170-yard sophomore season that already placed him among the most productive backs in Florida history. He became just the third underclassman in program history to rush for 1,000 yards in a season, joining Emmitt Smith and Errict Rhett. Another big year could push Baugh well into the top 10 — and potentially much higher — on Florida's career rushing list.
That sets the stage for Baugh Watch, where Gators Wire will track Baugh's climb up Florida's rushing leaderboards throughout the season.
#Florida #touchdowns
Baugh is the 20th player in program history to reach 2,000 yards on the ground, and he now sits at 2,003 through 26 career games. The junior is already climbing a crowded part of Florida's record book, with James Jones (2,068), Mike Gillislee (2,072) and Deshawn Wynn (2,077) all within 75 yards.
The opener against FAU also marked Baugh's sixth career 100-yard rushing game and moved him to 18 career rushing touchdowns, good for No. 16 in program history. That gives this season a second record-book race to track alongside his yardage total.
Baugh is coming off a 1,170-yard sophomore season that already placed him among the most productive backs in Florida history. He became just the third underclassman in program history to rush for 1,000 yards in a season, joining Emmitt Smith and Errict Rhett. Another big year could push Baugh well into the top 10 — and potentially much higher — on Florida's career rushing list.
That sets the stage for Baugh Watch, where Gators Wire will track Baugh's climb up Florida's rushing leaderboards throughout the season.
#Florida #touchdowns
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ***** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high-quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections in 2026.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) is a healthcare and life science tools company operating through Biotechnology, Life Sciences, and Diagnostics segments. On September 02, 2026, Danaher Corporation (NYSE:DHR) closed at $209.91 per share. Over the past month, Danaher Corporation (NYSE:DHR) returned 4.97%, and its shares gained 5.47% over the past 52 weeks. Danaher Corporation (NYSE:DHR) has a market capitalization of $147.56 billion.
Eagle Capital Management stated the following regarding Danaher Corporation (NYSE:DHR) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher Corporation (NYSE:DHR), S&P Global, Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly ***** ets, network effects, or regulatory moats. Danaher is a leading life sciences company, selling a broad mix of consumables and tooling for biological R&D and drug production.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy nor
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) is a healthcare and life science tools company operating through Biotechnology, Life Sciences, and Diagnostics segments. On September 02, 2026, Danaher Corporation (NYSE:DHR) closed at $209.91 per share. Over the past month, Danaher Corporation (NYSE:DHR) returned 4.97%, and its shares gained 5.47% over the past 52 weeks. Danaher Corporation (NYSE:DHR) has a market capitalization of $147.56 billion.
Eagle Capital Management stated the following regarding Danaher Corporation (NYSE:DHR) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher Corporation (NYSE:DHR), S&P Global, Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly ***** ets, network effects, or regulatory moats. Danaher is a leading life sciences company, selling a broad mix of consumables and tooling for biological R&D and drug production.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy nor
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ****** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high-quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections in 2026.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company that provides transaction processing and other payment-related products and services. On September 02, 2026, Mastercard Incorporated (NYSE:MA) closed at $588.14 per share. Over the past month, Mastercard Incorporated (NYSE:MA) returned 2.12% while its shares lost 1.26% over the past 52 weeks. Mastercard Incorporated (NYSE:MA) has a market capitalization of $515.22 billion.
Eagle Capital Management stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor letter:
High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global, Mastercard Incorporated (NYSE:MA), A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly ****** ets, network effects, or regulatory moats. Mastercard operates as part of a global duopoly of payment rails and standards.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy normalize back towards m
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company that provides transaction processing and other payment-related products and services. On September 02, 2026, Mastercard Incorporated (NYSE:MA) closed at $588.14 per share. Over the past month, Mastercard Incorporated (NYSE:MA) returned 2.12% while its shares lost 1.26% over the past 52 weeks. Mastercard Incorporated (NYSE:MA) has a market capitalization of $515.22 billion.
Eagle Capital Management stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor letter:
High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global, Mastercard Incorporated (NYSE:MA), A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly ****** ets, network effects, or regulatory moats. Mastercard operates as part of a global duopoly of payment rails and standards.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy normalize back towards m
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ****** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high-quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections in 2026.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Arthur J. Gallagher & Co. (NYSE:AJG). Arthur J. Gallagher & Co. (NYSE:AJG) provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals. On September 02, 2026, Arthur J. Gallagher & Co. (NYSE:AJG) closed at $264.46 per share. Over the past month, Arthur J. Gallagher & Co. (NYSE:AJG) was up 5.05%, while its shares lost 11.91% over the past 52 weeks. Arthur J. Gallagher & Co. (NYSE:AJG) has a market capitalization of $67.78 billion.
Eagle Capital Management stated the following regarding Arthur J. Gallagher & Co. (NYSE:AJG) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global, Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly ****** ets, network effects, or regulatory moats. A.J. Gallagher is a commercial insurance broker that continues to gain share in a consolidating industry.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. Howev
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Arthur J. Gallagher & Co. (NYSE:AJG). Arthur J. Gallagher & Co. (NYSE:AJG) provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals. On September 02, 2026, Arthur J. Gallagher & Co. (NYSE:AJG) closed at $264.46 per share. Over the past month, Arthur J. Gallagher & Co. (NYSE:AJG) was up 5.05%, while its shares lost 11.91% over the past 52 weeks. Arthur J. Gallagher & Co. (NYSE:AJG) has a market capitalization of $67.78 billion.
Eagle Capital Management stated the following regarding Arthur J. Gallagher & Co. (NYSE:AJG) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global, Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly ****** ets, network effects, or regulatory moats. A.J. Gallagher is a commercial insurance broker that continues to gain share in a consolidating industry.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. Howev
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ******* umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH), a diversified healthcare company, contributed 2.5% to the Fund's performance during the quarter. On September 02, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $399.66 per share. Over the past month UnitedHealth Group Incorporated (NYSE:UNH) was down 1.07%, and its shares gained 28.76% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $358.73 billion and its stock has traded within a 52-week range of $255.97 - $461.62.
Eagle Capital Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"Managed care (13% of capital): UnitedHealth Group Incorporated (NYSE:UNH), Humana, Elevance: These managed care companies have significant scale advantages in a consolidated industry that outgrows the overall economy. The industry moves with its own cycle and, over the last several years, has faced cost/price pressures in Medicare Advantage and Medicaid. Even the largest firms are earning poor margins, and some weaker firms are unprofitable. We believe conditions have bottomed out and that we are transitioning to a multi-year improvement in margins and earnings. Al-driven technology projects can both reduce costs and improve service quality. Since returning as CEO at UnitedHealth last year, Stephen Hemsley and the management team have been correcting some of the company's missteps. Recent results provide growing evidence that the turnaround is well on track. We expect EPS growth of 15-20% over the next several years, driven by moderate revenue growth and significantly e
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH), a diversified healthcare company, contributed 2.5% to the Fund's performance during the quarter. On September 02, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $399.66 per share. Over the past month UnitedHealth Group Incorporated (NYSE:UNH) was down 1.07%, and its shares gained 28.76% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $358.73 billion and its stock has traded within a 52-week range of $255.97 - $461.62.
Eagle Capital Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"Managed care (13% of capital): UnitedHealth Group Incorporated (NYSE:UNH), Humana, Elevance: These managed care companies have significant scale advantages in a consolidated industry that outgrows the overall economy. The industry moves with its own cycle and, over the last several years, has faced cost/price pressures in Medicare Advantage and Medicaid. Even the largest firms are earning poor margins, and some weaker firms are unprofitable. We believe conditions have bottomed out and that we are transitioning to a multi-year improvement in margins and earnings. Al-driven technology projects can both reduce costs and improve service quality. Since returning as CEO at UnitedHealth last year, Stephen Hemsley and the management team have been correcting some of the company's missteps. Recent results provide growing evidence that the turnaround is well on track. We expect EPS growth of 15-20% over the next several years, driven by moderate revenue growth and significantly e
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment **** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high-quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections in 2026.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted S&P Global Inc. (NYSE:SPGI). S&P Global Inc. is a financial services and **** ytics company that provides benchmarks, data, **** ytics, and workflow solutions in the global capital, energy, commodity, and automotive markets. On September 02, 2026, S&P Global Inc. closed at $431.71 per share, reflecting a market capitalization of $127.27 billion. S&P Global Inc. posted a one‑month return of 6.40%, while its shares lost 14.62% over the past 52 weeks.
Eagle Capital Management stated the following regarding S&P Global Inc. (NYSE:SPGI) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global Inc. (NYSE:SPGI), Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly **** ets, network effects, or regulatory moats. S&P Global owns the S&P ratings franchise, S&P Indexes, Platts, and Capital IQ.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy normalize back towards mid businesses should demonstrate significant outperfor
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted S&P Global Inc. (NYSE:SPGI). S&P Global Inc. is a financial services and **** ytics company that provides benchmarks, data, **** ytics, and workflow solutions in the global capital, energy, commodity, and automotive markets. On September 02, 2026, S&P Global Inc. closed at $431.71 per share, reflecting a market capitalization of $127.27 billion. S&P Global Inc. posted a one‑month return of 6.40%, while its shares lost 14.62% over the past 52 weeks.
Eagle Capital Management stated the following regarding S&P Global Inc. (NYSE:SPGI) in its Q2 2026 investor letter:
"High quality with low volatility (24% of capital): London Stock Exchange, Danaher, S&P Global Inc. (NYSE:SPGI), Mastercard, A.J. Gallagher: Approximately a quarter of Eagle's portfolio is spread across a handful of superb businesses that exhibit high and stable margins, strong returns on capital, wide competitive advantages, and well above GDP growth. We expect the group to deftly navigate the integration of AI into their markets. Most operate with a combination of oligopoly/monopoly **** ets, network effects, or regulatory moats. S&P Global owns the S&P ratings franchise, S&P Indexes, Platts, and Capital IQ.
A few years ago, these stocks were priced for perfection. Their attractive characteristics were prized, and the group traded at more than 30x earnings. Over the past five years, the businesses have grown significantly, while the stocks have de rated. Today, the group trades at a high teen multiple. In a market that is growing EPS at nearly 20%, their steady growth isn't scarce. However, as earnings in the economy normalize back towards mid businesses should demonstrate significant outperfor
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ***** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high-quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections in 2026.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM) is an American insurance company that provides medical and specialty insurance products. On September 02, 2026, Humana Inc. (NYSE:HUM) closed at $400.97 per share. Over the past month, Humana Inc. (NYSE:HUM) returned 9.18%, and its shares gained 28.52% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $48.15 billion with a 52-week trading range between $163.11 and $428.88.
Eagle Capital Management stated the following regarding Humana Inc. (NYSE:HUM) in its Q2 2026 investor letter:
"Managed care (13% of capital): UnitedHealth Group, Humana Inc. (NYSE:HUM), Elevance: These managed care companies have significant scale advantages in a consolidated industry that outgrows the overall economy. The industry moves with its own cycle and, over the last several years, has faced cost/price pressures in Medicare Advantage and Medicaid. Even the largest firms are earning poor margins, and some weaker firms are unprofitable. We believe conditions have bottomed out and that we are transitioning to a multi-year improvement in margins and earnings. Al-driven technology projects can both reduce costs and improve service quality. Humana is also making good strides, and we expect significantly improved Star ratings for the company later this year. We expect EPS growth of 15-20% over the next several years, driven by moderate revenue growth and significantly expanding margins."
#eagle
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Humana Inc. (NYSE:HUM). Humana Inc. (NYSE:HUM) is an American insurance company that provides medical and specialty insurance products. On September 02, 2026, Humana Inc. (NYSE:HUM) closed at $400.97 per share. Over the past month, Humana Inc. (NYSE:HUM) returned 9.18%, and its shares gained 28.52% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $48.15 billion with a 52-week trading range between $163.11 and $428.88.
Eagle Capital Management stated the following regarding Humana Inc. (NYSE:HUM) in its Q2 2026 investor letter:
"Managed care (13% of capital): UnitedHealth Group, Humana Inc. (NYSE:HUM), Elevance: These managed care companies have significant scale advantages in a consolidated industry that outgrows the overall economy. The industry moves with its own cycle and, over the last several years, has faced cost/price pressures in Medicare Advantage and Medicaid. Even the largest firms are earning poor margins, and some weaker firms are unprofitable. We believe conditions have bottomed out and that we are transitioning to a multi-year improvement in margins and earnings. Al-driven technology projects can both reduce costs and improve service quality. Humana is also making good strides, and we expect significantly improved Star ratings for the company later this year. We expect EPS growth of 15-20% over the next several years, driven by moderate revenue growth and significantly expanding margins."
#eagle
2 months ago
STILLWATER — On Sept. 19 last year, Oklahoma State players trudged off the Boone Pickens Stadium field after the final whistle blast. Tulsa players galloped.
Nine white Golden Hurricane uniforms crowded around to force OSU receiver Gavin Freeman out of bounds at the 10-yard line. OSU's desperation hook-and-ladder never had a realistic chance to tie the game. Freeman slapped his gloves together once, unleashing some frustration felt by everyone in the stadium wearing black and orange.
Tulsa beat OSU 19-12. It snapped OSU's 10-game winning streak in the Turnpike Classic rivalry and was the first time Tulsa beat OSU in Stillwater since 1951.
In the OSU locker room postgame, emotions were mixed.
"It was a lot of anger and stuff, people trying to be calm and stuff, telling us: 'We good, we good' and stuff like that." defensive end Jaleel Johnson said Tuesday. "I didn't think so, I mean, that was bad."
#tulsa #stillwater #stadium #game
Nine white Golden Hurricane uniforms crowded around to force OSU receiver Gavin Freeman out of bounds at the 10-yard line. OSU's desperation hook-and-ladder never had a realistic chance to tie the game. Freeman slapped his gloves together once, unleashing some frustration felt by everyone in the stadium wearing black and orange.
Tulsa beat OSU 19-12. It snapped OSU's 10-game winning streak in the Turnpike Classic rivalry and was the first time Tulsa beat OSU in Stillwater since 1951.
In the OSU locker room postgame, emotions were mixed.
"It was a lot of anger and stuff, people trying to be calm and stuff, telling us: 'We good, we good' and stuff like that." defensive end Jaleel Johnson said Tuesday. "I didn't think so, I mean, that was bad."
#tulsa #stillwater #stadium #game
2 months ago
Liverpool turned down a seven-figure offer for Keyrol Figueroa before sanctioning his deadline day loan to Port Vale, according to Liverpool.com, in a move that says plenty about how the club currently view the young striker.
Transfer deadline day was relatively calm at Anfield, but this was one of the more interesting developments beneath the surface. Figueroa, a highly regarded 20-year-old forward, had attracted interest from a number of markets, with Liverpool.com reporting that approaches arrived from Ligue 2 in France, Major League Soccer and Portugal. One unnamed club went further and placed a seven-figure proposal on the table for a permanent transfer, only for Liverpool to reject it.
That stance is significant. Liverpool have clearly decided that Figueroa remains an ***** et worth protecting, even if he is not yet in a position to force his way into Andoni Iraola's first-team plans. The head coach approved a temporary move instead, with the club choosing Port Vale as the destination for a player in need of regular senior minutes.
The immediate picture at Anfield helps explain the decision. Figueroa was involved during pre-season and wanted to make his case ahead of the new Premier League campaign, but the pathway looked crowded. He has found himself behind Jayden Danns and Will Wright in the attacking queue, while Josh Sonni-Lambie has also stepped up into the under-21s environment.
Even so, Liverpool's refusal to cash in suggests they believe there is still substantial upside. The report states that "they feel the frontman has a big future ahead of him and a loan was preferred rather than allowing the player to move on a permanent switch." That is a notable message for a player who is yet to make his professional debut for Liverpool's senior side.
#move #transfer
Transfer deadline day was relatively calm at Anfield, but this was one of the more interesting developments beneath the surface. Figueroa, a highly regarded 20-year-old forward, had attracted interest from a number of markets, with Liverpool.com reporting that approaches arrived from Ligue 2 in France, Major League Soccer and Portugal. One unnamed club went further and placed a seven-figure proposal on the table for a permanent transfer, only for Liverpool to reject it.
That stance is significant. Liverpool have clearly decided that Figueroa remains an ***** et worth protecting, even if he is not yet in a position to force his way into Andoni Iraola's first-team plans. The head coach approved a temporary move instead, with the club choosing Port Vale as the destination for a player in need of regular senior minutes.
The immediate picture at Anfield helps explain the decision. Figueroa was involved during pre-season and wanted to make his case ahead of the new Premier League campaign, but the pathway looked crowded. He has found himself behind Jayden Danns and Will Wright in the attacking queue, while Josh Sonni-Lambie has also stepped up into the under-21s environment.
Even so, Liverpool's refusal to cash in suggests they believe there is still substantial upside. The report states that "they feel the frontman has a big future ahead of him and a loan was preferred rather than allowing the player to move on a permanent switch." That is a notable message for a player who is yet to make his professional debut for Liverpool's senior side.
#move #transfer
2 months ago
During the August 31 episode of Mad Money, Jim Cramer addressed shifting market dynamics, highlighting how the fallout from heavily crowded hedge fund positions was finally unwinding. Turning his attention to a heavily shorted stock on Wall Street, Cramer pointed to Moderna, Inc. (NASDAQ:MRNA) and explained why skeptics were forced to rethink their thesis. He stated:
Now, I don't want to say that Situational Awareness, again that's the hedge fund, has disappeared. The fund still has some ******* ets. Still, the fallout from its collapse does finally seem to be unwinding. Still, when you look at the 10 best and worst performers for the month, they're stark in their themes that include the unwind of the Situational positions. Let's go over the winners first. First, let's start with a heavily shorted stock known as Moderna. Yes, there was a huge bet being made against these guys. Skeptics believed that its technology would never produce the breakthroughs that the bulls expected and were initially promised when the company came public. But this month, that's exactly what we got. See, working with Merck, Moderna's developed a vaccine for those who have beaten melanoma once. Now, this, my friends, is miraculous. So, it got a miraculous welcome. Do you know what? I think this could still have a huge potential to go higher.
The basis of Moderna, Inc.'s (NASDAQ:MRNA) recent transition is its co-development partnership with Merck. Together, the companies advanced an mRNA-based personalized cancer vaccine designed to prevent melanoma recurrence in patients who have already beaten the disease once.
Beyond oncology, Moderna has worked to diversify its commercial footprint. Management has navigated a sharp post-pandemic revenue drop by tightening operational controls, tightening operating costs, and maintaining a solid cash cushion of $6.9 billion.
Despite the enthusiasm surrounding its cancer pipeline, Moderna, Inc. (NASDAQ:MRNA) remains a high-risk bet. The company continues to post substantial net losses, reporting a quarterly net loss of nearly $0.8 billion, along with heavy research expenditures needed to push its pipeline forward.
#NASDAQ #heavily #fund
Now, I don't want to say that Situational Awareness, again that's the hedge fund, has disappeared. The fund still has some ******* ets. Still, the fallout from its collapse does finally seem to be unwinding. Still, when you look at the 10 best and worst performers for the month, they're stark in their themes that include the unwind of the Situational positions. Let's go over the winners first. First, let's start with a heavily shorted stock known as Moderna. Yes, there was a huge bet being made against these guys. Skeptics believed that its technology would never produce the breakthroughs that the bulls expected and were initially promised when the company came public. But this month, that's exactly what we got. See, working with Merck, Moderna's developed a vaccine for those who have beaten melanoma once. Now, this, my friends, is miraculous. So, it got a miraculous welcome. Do you know what? I think this could still have a huge potential to go higher.
The basis of Moderna, Inc.'s (NASDAQ:MRNA) recent transition is its co-development partnership with Merck. Together, the companies advanced an mRNA-based personalized cancer vaccine designed to prevent melanoma recurrence in patients who have already beaten the disease once.
Beyond oncology, Moderna has worked to diversify its commercial footprint. Management has navigated a sharp post-pandemic revenue drop by tightening operational controls, tightening operating costs, and maintaining a solid cash cushion of $6.9 billion.
Despite the enthusiasm surrounding its cancer pipeline, Moderna, Inc. (NASDAQ:MRNA) remains a high-risk bet. The company continues to post substantial net losses, reporting a quarterly net loss of nearly $0.8 billion, along with heavy research expenditures needed to push its pipeline forward.
#NASDAQ #heavily #fund
2 months ago
The Jacksonville Jaguars announced their initial 53-man roster last weekend, which saw a major trend towards young players with lots of potential for the future. However, that does not mean veteran experience isn't valued in Jacksonville anymore.
In a recent press conference, head coach Liam Coen pointed to Jahlani Tavai and Ameer Abdullah as examples of veteran newcomers who made the roster, despite facing competition from younger players at their positions.
"It's typically challenging to make those teams in some of those instances, and so credit those guys," he said of Abdullah and Tavai. "They're the right type of ones, right? Mentally, pros do it the right way. Ameer Abdullah is one of the first guys in our building every single day. The way that he prepares his body, the way that he prepares for practice. Jahlani, the way that he goes about his business. He's a great teammate. Everybody loves him. He does all the little things the right way, will help us on special teams as well."
Abdullah faced a crowded running back room, with three players — Bhayshul Tuten, Chris Rodriguez, and LeQuint Allen — all but ***** ured to have roster spots when Abdullah signed with the Jaguars in May. Abdullah had to not only convince Jacksonville staff to roster four running backs, but to keep him over Deejay Dallas and undrafted rookie J'Mari Taylor. Judging by Coen's words, it was Abdullah's experience and dedication that ultimately made the difference.
Tavai, meanwhile, had an even more unlikely path to the active roster. He arrived in Jacksonville just weeks before cutdown day, and made the roster over younger players, like Jack Kiser, Jalen McLeod, Yasir Abdullah, and preseason standout Amari Burney.
#right #made
In a recent press conference, head coach Liam Coen pointed to Jahlani Tavai and Ameer Abdullah as examples of veteran newcomers who made the roster, despite facing competition from younger players at their positions.
"It's typically challenging to make those teams in some of those instances, and so credit those guys," he said of Abdullah and Tavai. "They're the right type of ones, right? Mentally, pros do it the right way. Ameer Abdullah is one of the first guys in our building every single day. The way that he prepares his body, the way that he prepares for practice. Jahlani, the way that he goes about his business. He's a great teammate. Everybody loves him. He does all the little things the right way, will help us on special teams as well."
Abdullah faced a crowded running back room, with three players — Bhayshul Tuten, Chris Rodriguez, and LeQuint Allen — all but ***** ured to have roster spots when Abdullah signed with the Jaguars in May. Abdullah had to not only convince Jacksonville staff to roster four running backs, but to keep him over Deejay Dallas and undrafted rookie J'Mari Taylor. Judging by Coen's words, it was Abdullah's experience and dedication that ultimately made the difference.
Tavai, meanwhile, had an even more unlikely path to the active roster. He arrived in Jacksonville just weeks before cutdown day, and made the roster over younger players, like Jack Kiser, Jalen McLeod, Yasir Abdullah, and preseason standout Amari Burney.
#right #made
2 months ago
Calendar dates are not supposed to matter in efficient markets. Stock prices should reflect a company's cash flows, as well as sentiment toward macroeconomic variables such as interest rates. The fact that Labor Day is right around the corner shouldn't matter. Yet for nearly a century, one month has exhibited a noticeably different pattern from the rest of the year.
September is the only month in which the S&P 500 (SNPINDEX: ^GSPC) has posted a negative long-run average return, down roughly 1.1% between 1928 and 2025. While there is no single reason for September's historical weakness, much of the declines are attributed to portfolio managers returning from summer vacations and rebalancing their portfolios. This means liquidity that had thinned out during July and August has to absorb new selling pressure.
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 »
Investors should care because the September Effect is influential enough to manifest in even the most crowded growth trades. Let's explore what that could mean for artificial intelligence (AI) stocks.
One practical reason to notice patterns around September is concentration risk. When a handful of richly valued growth stocks dominate the S&P 500, a seasonally weak month can turn into a harsher de-risking event rather than a gentle period of digestion. That is the setting in which AI stocks now sit. More specifically, the largest AI companies, known as the "Magnificent Seven" -- Nvidia, Apple, Alphabet, Microsoft, Amazon, Tesla, and Meta Platforms -- now make up nearly 34% of the S&P 500's value.
#month #stocks #flashing
September is the only month in which the S&P 500 (SNPINDEX: ^GSPC) has posted a negative long-run average return, down roughly 1.1% between 1928 and 2025. While there is no single reason for September's historical weakness, much of the declines are attributed to portfolio managers returning from summer vacations and rebalancing their portfolios. This means liquidity that had thinned out during July and August has to absorb new selling pressure.
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 »
Investors should care because the September Effect is influential enough to manifest in even the most crowded growth trades. Let's explore what that could mean for artificial intelligence (AI) stocks.
One practical reason to notice patterns around September is concentration risk. When a handful of richly valued growth stocks dominate the S&P 500, a seasonally weak month can turn into a harsher de-risking event rather than a gentle period of digestion. That is the setting in which AI stocks now sit. More specifically, the largest AI companies, known as the "Magnificent Seven" -- Nvidia, Apple, Alphabet, Microsoft, Amazon, Tesla, and Meta Platforms -- now make up nearly 34% of the S&P 500's value.
#month #stocks #flashing
2 months ago
It's crucial to separate two very different time frames, because they tell opposite stories. On a year-to-date basis, semiconductors still dominate: semiconductor ETFs like SOXX and SMH are up roughly 50% to 70%+, while the flagship software ETF, IGV, spent much of the year underwater, down double digits at points as investors dumped software on fears that AI would disrupt SaaS business models.
But on a month-to-date and recent-trend basis, the leadership has completely reversed. Over the past several weeks, software ETFs have sharply outperformed chip ETFs. In August alone, software crushed semiconductors in what ****** ysts called a record divergence. 58 of 61 major chip stocks fell while the software winners posted enormous monthly gains. If you're looking at the last month rather than the last year, software is winning decisively.
After a monster first half, chip stocks became expensive with some names trading at extreme forward multiples (Intel at one point traded near 79x forward earnings). Meanwhile, software had been sold off hard earlier in the year on AI-disruption fears, leaving many SaaS names historically cheap. When the growth is comparable but one side is pricey and the other is discounted, money typically rotates toward the discount.
The first phase of the AI boom was about building the infrastructure — the chips, the data centers, the memory. That phase overwhelmingly rewarded semiconductors. The market is now shifting to the next question: who actually monetizes AI? Increasingly, the answer points to the application and software layer — the companies embedding AI into enterprise products and charging for it. That thesis flows directly into software ETFs like IGV, SKYY, and WCLD.
Semiconductor indices had become historically top-heavy and crowded, with concentration metrics near record extremes. When a trade gets that crowded, it becomes vulnerable to a sharp unwind, exactly what the August sell-off in chips looked like. Investors took profits in their biggest winners and redeployed into the laggard.
#year #Semiconductors #chip #semiconductor
But on a month-to-date and recent-trend basis, the leadership has completely reversed. Over the past several weeks, software ETFs have sharply outperformed chip ETFs. In August alone, software crushed semiconductors in what ****** ysts called a record divergence. 58 of 61 major chip stocks fell while the software winners posted enormous monthly gains. If you're looking at the last month rather than the last year, software is winning decisively.
After a monster first half, chip stocks became expensive with some names trading at extreme forward multiples (Intel at one point traded near 79x forward earnings). Meanwhile, software had been sold off hard earlier in the year on AI-disruption fears, leaving many SaaS names historically cheap. When the growth is comparable but one side is pricey and the other is discounted, money typically rotates toward the discount.
The first phase of the AI boom was about building the infrastructure — the chips, the data centers, the memory. That phase overwhelmingly rewarded semiconductors. The market is now shifting to the next question: who actually monetizes AI? Increasingly, the answer points to the application and software layer — the companies embedding AI into enterprise products and charging for it. That thesis flows directly into software ETFs like IGV, SKYY, and WCLD.
Semiconductor indices had become historically top-heavy and crowded, with concentration metrics near record extremes. When a trade gets that crowded, it becomes vulnerable to a sharp unwind, exactly what the August sell-off in chips looked like. Investors took profits in their biggest winners and redeployed into the laggard.
#year #Semiconductors #chip #semiconductor
2 months ago
DENVER (AP) — Colton Cowser made a spectacular leaping catch above the center-field fence for the final out, robbing Jake McCarthy of a game-winning homer and preserving the Baltimore Orioles' 2-1 victory over the Colorado Rockies on Monday night.
Cade Povich pitched five solid innings and Cowser drove in the go-ahead run in the seventh following a 98-minute rain delay at Coors Field.
Baltimore (69-69) has won four straight and six of seven to reach .500 for the first time since taking the first game of a doubleheader against Houston 10-3 on April 30. The surging Orioles moved within a half-game of idle Cleveland in the crowded chase for the last American League wild card.
The Rockies have lost five in a row overall and a franchise-record 10 straight at home, the longest home losing streak in the majors this season.
The game was paused between the fifth and sixth due to heavy rain and lightning in the area.
#game #cowser #Rain #first
Cade Povich pitched five solid innings and Cowser drove in the go-ahead run in the seventh following a 98-minute rain delay at Coors Field.
Baltimore (69-69) has won four straight and six of seven to reach .500 for the first time since taking the first game of a doubleheader against Houston 10-3 on April 30. The surging Orioles moved within a half-game of idle Cleveland in the crowded chase for the last American League wild card.
The Rockies have lost five in a row overall and a franchise-record 10 straight at home, the longest home losing streak in the majors this season.
The game was paused between the fifth and sixth due to heavy rain and lightning in the area.
#game #cowser #Rain #first
2 months ago
The deadline for all 32 teams to cut to the 53-man roster has passed. Young players have earned their first real shot in the NFL, and for some, a chance to find a new home and a new scheme to play in. Some moves made today have left some surprised, and some NFL teams may regret the cuts they made. Let's take a look at three players the Cleveland Browns may regret cutting.
Sometimes, keeping fan favorites is not a bad thing. In the case of wide receiver Luke Floeria, with all the bad will the Browns have stirred up as of late, the fans will not love seeing this move. Yes, this was a crowded receiver room, but his preseason play made many believe he had earned a main roster spot.
KT Leveston getting cut definitely came as a bit of a surprise, as he somehow has gone from battling for a starting right guard spot to looking for a new home. Even if you believe he was not the answer at right guard, deciding not to even keep him on the roster as a depth offensive lineman is certainly puzzling, and one Cleveland will likely want back.
Lastly, Tyreak Sapp getting let go is not surprising in the sense that this defensive tackle room is both crowded and talented, but that he showed glimpses in camp. It never hurts to have too many big, beefy men along the defensive line, and letting go of one might come back to bite the franchise.
This article originally appeared on Browns Wire: 3 Players the Browns will regret cutting
#players #roster #cleveland #earned
Sometimes, keeping fan favorites is not a bad thing. In the case of wide receiver Luke Floeria, with all the bad will the Browns have stirred up as of late, the fans will not love seeing this move. Yes, this was a crowded receiver room, but his preseason play made many believe he had earned a main roster spot.
KT Leveston getting cut definitely came as a bit of a surprise, as he somehow has gone from battling for a starting right guard spot to looking for a new home. Even if you believe he was not the answer at right guard, deciding not to even keep him on the roster as a depth offensive lineman is certainly puzzling, and one Cleveland will likely want back.
Lastly, Tyreak Sapp getting let go is not surprising in the sense that this defensive tackle room is both crowded and talented, but that he showed glimpses in camp. It never hurts to have too many big, beefy men along the defensive line, and letting go of one might come back to bite the franchise.
This article originally appeared on Browns Wire: 3 Players the Browns will regret cutting
#players #roster #cleveland #earned
2 months ago
The Philadelphia Eagles retained several familiar players Monday while announcing the first 13 members of their 2026 practice squad.
Here are the biggest takeaways from the initial group.
Covey did not make a crowded wide receiver room, but his return gives Philadelphia an experienced option who understands the offense and can handle punt-return duties. He could be elevated if injuries affect either unit.
Dameon Pierce and Carson Steele give Philadelphia two call-up candidates behind Saquon Barkley, Tank Bigsby and Will Shipley. Pierce supplies NFL experience and a physical running style, while Steele strengthened his case during the preseason.
Eight of the 13 additions play defense. Uar Bernard and Gabe Hall provide interior depth, while Chance Campbell joins four outside linebackers: Keyshawn James-Newby, Mason Reiger and Joshua Weru. Maximus Pulley and Cole Wisniewski give the secondary two developmental safeties.
#covey
Here are the biggest takeaways from the initial group.
Covey did not make a crowded wide receiver room, but his return gives Philadelphia an experienced option who understands the offense and can handle punt-return duties. He could be elevated if injuries affect either unit.
Dameon Pierce and Carson Steele give Philadelphia two call-up candidates behind Saquon Barkley, Tank Bigsby and Will Shipley. Pierce supplies NFL experience and a physical running style, while Steele strengthened his case during the preseason.
Eight of the 13 additions play defense. Uar Bernard and Gabe Hall provide interior depth, while Chance Campbell joins four outside linebackers: Keyshawn James-Newby, Mason Reiger and Joshua Weru. Maximus Pulley and Cole Wisniewski give the secondary two developmental safeties.
#covey
2 months ago
The Jacksonville Jaguars waived linebacker Yasir Abdullah during roster cutdowns. He will now be joining the Atlanta Falcons' 53-man roster after being claimed on waivers.
During his tenure with the Jaguars, Abdullah has emerged as a core special teams contributor, playing 435 snaps over the last two seasons across five of the six different phases.
This summer, however, he found himself in a crowded linebacker room. As camp unfolded, it looked like Abdullah, Jalen McLeod, and perhaps even Jahlani Tavai were competing for one roster spot.
Abdullah had an impressive performance in the preseason opener against New Orleans, which included logging one for a loss, a sack, and a quarterback hit. He also helped create the disruption that led to the fumble by Spencer Rattler.
However, he took a step backward in Week 2 and then did not play in the finale against Tampa Bay.
#yasir
During his tenure with the Jaguars, Abdullah has emerged as a core special teams contributor, playing 435 snaps over the last two seasons across five of the six different phases.
This summer, however, he found himself in a crowded linebacker room. As camp unfolded, it looked like Abdullah, Jalen McLeod, and perhaps even Jahlani Tavai were competing for one roster spot.
Abdullah had an impressive performance in the preseason opener against New Orleans, which included logging one for a loss, a sack, and a quarterback hit. He also helped create the disruption that led to the fumble by Spencer Rattler.
However, he took a step backward in Week 2 and then did not play in the finale against Tampa Bay.
#yasir
2 months ago
Arsenal's striker search continues to generate noise, but the latest update has brought some clarity around one name that had started to gather momentum. According to Caught Offside, Endrick is not part of **** nal's current plans, despite the rumours that have circulated in recent days.
The key line is unambiguous. "Arsenal are not working on a deal to sign Endrick – the Brazilian is not a target for **** nal at all, and the striker is going to stay at Real Madrid." For **** nal supporters watching a crowded forward market unfold, that is a significant update. Endrick is one of Europe's most high-profile young attackers, but this report makes it clear that a move to north London is not under consideration.
There is also a firm stance from Madrid. "The expectation is absolutely for Endrick to continue there, the decision has been made by the club, with the management, with the president Florentino Perez." That suggests there is no meaningful opening for suitors, whether from the Premier League or elsewhere.
One interesting detail is that **** nal were not the only English club linked. "Liverpool tried three weeks ago to understand the situation of Endrick, asking about potential conditions of the deal, to buy or to get the player on loan." Yet Real Madrid's response appears to have shut down any possibility of movement. "But the answer from Real Madrid was very clear – they don't want Endrick to go."
That leaves **** nal looking elsewhere, with the report adding that "Arsenal keep waiting for the Julian Alvarez situation, depending on what the player decides to do." In practical terms, that points towards patience rather than panic. **** nal's recruitment team seem prepared to hold their position while Alvarez's future becomes clearer.
#madrid
The key line is unambiguous. "Arsenal are not working on a deal to sign Endrick – the Brazilian is not a target for **** nal at all, and the striker is going to stay at Real Madrid." For **** nal supporters watching a crowded forward market unfold, that is a significant update. Endrick is one of Europe's most high-profile young attackers, but this report makes it clear that a move to north London is not under consideration.
There is also a firm stance from Madrid. "The expectation is absolutely for Endrick to continue there, the decision has been made by the club, with the management, with the president Florentino Perez." That suggests there is no meaningful opening for suitors, whether from the Premier League or elsewhere.
One interesting detail is that **** nal were not the only English club linked. "Liverpool tried three weeks ago to understand the situation of Endrick, asking about potential conditions of the deal, to buy or to get the player on loan." Yet Real Madrid's response appears to have shut down any possibility of movement. "But the answer from Real Madrid was very clear – they don't want Endrick to go."
That leaves **** nal looking elsewhere, with the report adding that "Arsenal keep waiting for the Julian Alvarez situation, depending on what the player decides to do." In practical terms, that points towards patience rather than panic. **** nal's recruitment team seem prepared to hold their position while Alvarez's future becomes clearer.
#madrid
