12 days ago
The Golden State Warriors have signed, drafted, and traded for players from nearly every U.S. state and many countries around the world. From Alaska to Wyoming and Austria to Zaire, the Warriors have a strong history of seeking out talent necessary for NBA success.
Since their beginnings in the Basketball ***** ociation of America (a precursor to the NBA) when they got their start as the team representing Philadelphia before they made their move to the West Coast, the organization has consistently pursued talent from a broad range of sources.
For this installment of our series taking stock of the birthplace of every Golden State player to suit up for the franchise, let's take a look at every player from Arizona who has played for the Warriors.
Our focus in this article is Kevin Knox. An alum of Kentucky, he was picked up with the ninth overall selection of the 2018 NBA Draft by the New York Knicks.
The Phoenix, Arizona native played the first 4 seasons of his pro career with New York. He also played for the Atlanta Hawks, Detroit Pistons, Portland Trail Blazers, and Detroit again before he signed with the Dubs in 2024 for the final season of his NBA career.
#Warriors #every #arizona
Since their beginnings in the Basketball ***** ociation of America (a precursor to the NBA) when they got their start as the team representing Philadelphia before they made their move to the West Coast, the organization has consistently pursued talent from a broad range of sources.
For this installment of our series taking stock of the birthplace of every Golden State player to suit up for the franchise, let's take a look at every player from Arizona who has played for the Warriors.
Our focus in this article is Kevin Knox. An alum of Kentucky, he was picked up with the ninth overall selection of the 2018 NBA Draft by the New York Knicks.
The Phoenix, Arizona native played the first 4 seasons of his pro career with New York. He also played for the Atlanta Hawks, Detroit Pistons, Portland Trail Blazers, and Detroit again before he signed with the Dubs in 2024 for the final season of his NBA career.
#Warriors #every #arizona
2 months ago
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ****** e, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company's SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity governance into the overall investigation process. The expanded partnership will facilitate security teams in lining up the identity insights with Falcon's existing security telemetry.
Copyright: franckito / 123RF Stock Photo
The announcement aligns strongly with SailPoint's broader strategic narrative revealed in its Q2 FY27 print. It builds upon several recent initiatives undertaken by the management, such as introduction of the SailPoint Identity Security solution. This is aimed toward integrating SailPoint Agentic Fabric with SailPoint Human Fabric for real-time discovery and security of complex digital ecosystems. The company also launched its Cursor Enterprise connector, which helps organizations to leverage a highly-integrated control plane to manage human developers and autonomous AI agents.
The recently released financials also back this narrative as the company delivered a 25% year-over-year growth in its annual recurring revenue, which stood at $1.231 billion. SailPoint generated $45 million in operating cash flow during the second quarter, along with $37 million in free cash flow.
By weaving SailPoint's identity intelligence into Falcon Next-Gen SIEM, customers gain extra context inside workflows they already rely on, making it easier to probe identity-related risks. The integration augments SailPoint's position at a time when identity threats are on a rise. This leads to an opportunity for SailPoint to cement itself as a leading provider of advanced security solutions.
#sailpoint #falcon #next
Copyright: franckito / 123RF Stock Photo
The announcement aligns strongly with SailPoint's broader strategic narrative revealed in its Q2 FY27 print. It builds upon several recent initiatives undertaken by the management, such as introduction of the SailPoint Identity Security solution. This is aimed toward integrating SailPoint Agentic Fabric with SailPoint Human Fabric for real-time discovery and security of complex digital ecosystems. The company also launched its Cursor Enterprise connector, which helps organizations to leverage a highly-integrated control plane to manage human developers and autonomous AI agents.
The recently released financials also back this narrative as the company delivered a 25% year-over-year growth in its annual recurring revenue, which stood at $1.231 billion. SailPoint generated $45 million in operating cash flow during the second quarter, along with $37 million in free cash flow.
By weaving SailPoint's identity intelligence into Falcon Next-Gen SIEM, customers gain extra context inside workflows they already rely on, making it easier to probe identity-related risks. The integration augments SailPoint's position at a time when identity threats are on a rise. This leads to an opportunity for SailPoint to cement itself as a leading provider of advanced security solutions.
#sailpoint #falcon #next
2 months ago
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ***** e, released its fiscal second-quarter 2027 on September 9. The company registered a 25% growth in its annual recurring revenue compared to the same period last year, with figures of $1.231 billion. This was driven by a 36% expansion in SaaS ARR which clocked in at $847 million. SailPoint generated $45 million in operating cash flow during the quarter, along with $37 million in free cash flow.
Burben/Shutterstock.com
Topline for the quarter hit $309 million, exhibiting 17% growth compared to Q2 FY26, amid several underlying factors. The company's subscription revenue reached $295 million, up 19% from a year earlier. SaaS customer base increased by 16%, with net new SaaS ARR jumping 34% year-over-year. It contributed around 97% to overall net new ARR for the business, with AI-driven ARR crossing $70 million mark.
SailPoint's existing customer base showed highly encouraging trends in adopting the company's AI-enabled solutions, with a 60% increase in their annual spend during the second quarter. These solutions were incorporated within more than two-thirds of the completed migrations during the quarter. Quarterly adjusted operating income increased from $54 million a year prior to $63 million, translating into an adjusted margin of 20%.
The quarter also saw key strategic moves by the management. It introduced the SailPoint Identity Security solution, which integrates SailPoint Agentic Fabric with SailPoint Human Fabric to deliver a real-time cycle for discovering and securing intricate digital ecosystems. The company also launched its Cursor Enterprise connector, which enables enterprises to manage both autonomous AI agents and human developers through an integrated control plane.
#year #SaaS #fabric #identity
Burben/Shutterstock.com
Topline for the quarter hit $309 million, exhibiting 17% growth compared to Q2 FY26, amid several underlying factors. The company's subscription revenue reached $295 million, up 19% from a year earlier. SaaS customer base increased by 16%, with net new SaaS ARR jumping 34% year-over-year. It contributed around 97% to overall net new ARR for the business, with AI-driven ARR crossing $70 million mark.
SailPoint's existing customer base showed highly encouraging trends in adopting the company's AI-enabled solutions, with a 60% increase in their annual spend during the second quarter. These solutions were incorporated within more than two-thirds of the completed migrations during the quarter. Quarterly adjusted operating income increased from $54 million a year prior to $63 million, translating into an adjusted margin of 20%.
The quarter also saw key strategic moves by the management. It introduced the SailPoint Identity Security solution, which integrates SailPoint Agentic Fabric with SailPoint Human Fabric to deliver a real-time cycle for discovering and securing intricate digital ecosystems. The company also launched its Cursor Enterprise connector, which enables enterprises to manage both autonomous AI agents and human developers through an integrated control plane.
#year #SaaS #fabric #identity
2 months ago
CNBC reported that OpenAI said it will end model access through Cursor on November 12, following **** e Exploration Technologies Corp. (NASDAQ:SPCX) $60 billion all-stock acquisition of Cursor's parent company, Anysphere, which closed on August 14.
OpenAI said it "cannot be confident that **** eX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts," pointing to disputes involving X and xAI, including Musk's own courtroom admission that xAI had trained on OpenAI's output. Cursor CEO Michael Truell said on X that OpenAI models handle about 5% of Cursor's user traffic and that the two companies are discussing the decision.
Musk responded on X, calling OpenAI's leadership "utterly untrustworthy." Anthropic co-founder Tom Brown said his company will instead increase compute to support Claude in Cursor.
The actual business disruption looks limited based on the numbers involved. Cursor's own CEO said OpenAI models account for only about 5% of user traffic. It means the vast majority of Cursor's usage already runs on other model providers, limiting how much this cutoff changes the product most users experience.
Cursor can reduce its dependence on OpenAI as **** e Exploration Technologies Corp. (NASDAQ:SPCX) expands its AI ecosystem. Losing access to OpenAI models could push Cursor to deepen its relationships with Anthropic and other providers, while **** eX can use its growing AI infrastructure to support the coding platform. That diversification could give Cursor more control over its model supply and reduce its exposure to decisions made by a direct competitor.
#space
OpenAI said it "cannot be confident that **** eX will use our technology within our terms of service, based on our experience with Elon Musk's companies violating contracts," pointing to disputes involving X and xAI, including Musk's own courtroom admission that xAI had trained on OpenAI's output. Cursor CEO Michael Truell said on X that OpenAI models handle about 5% of Cursor's user traffic and that the two companies are discussing the decision.
Musk responded on X, calling OpenAI's leadership "utterly untrustworthy." Anthropic co-founder Tom Brown said his company will instead increase compute to support Claude in Cursor.
The actual business disruption looks limited based on the numbers involved. Cursor's own CEO said OpenAI models account for only about 5% of user traffic. It means the vast majority of Cursor's usage already runs on other model providers, limiting how much this cutoff changes the product most users experience.
Cursor can reduce its dependence on OpenAI as **** e Exploration Technologies Corp. (NASDAQ:SPCX) expands its AI ecosystem. Losing access to OpenAI models could push Cursor to deepen its relationships with Anthropic and other providers, while **** eX can use its growing AI infrastructure to support the coding platform. That diversification could give Cursor more control over its model supply and reduce its exposure to decisions made by a direct competitor.
#space
2 months ago
Analyst Doug Anmuth reiterated JPMorgan's Overweight rating and a $240 price target for ***** eX (SPCX) last week. This wasn't a new upgrade, but JPMorgan showed that it remains bullish on ***** eX and, by extension, its AI operations, which account for most of ***** eX's valuation.
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #analyst #doug #anmuth
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #analyst #doug #anmuth
2 months ago
OpenAI revoked Cursor's API access after **** eX's $60 billion acquisition, citing Musk's pattern of contract violations, though OpenAI served just 5% of traffic.
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
2 months ago
INGLEWOOD, CA – Preseason often isn't a precursor of what's to come during the regular season. For the Los Angeles Chargers offense, they hope it's not.
The Chargers first-team offense was stuck in neutral for its first two offensive series of the preseason.
Next the first-team unit went three-and-out against the San Francisco 49ers last week before they were subbed out. The unit got off to an even worse start in a 20-18 preseason loss on Thursday, Aug. 28, against its stadium-mate, the Los Angeles Rams.
Quarberback Justin Herbert botched a shotgun snap facing second-and-1 on his second play of the day. It was recovered by Rams undrafted rookie safety Nick Andersen.
Perhaps most alarming, the turnover came against a Rams defense made up of reserves and players battling for roster spots. Not exactly the rousing start for new offensive coordinator Mike McDaniel, the ex-Miami Dolphins head coach who was a hot commodity during the offseason's coaching hiring cycle.
#Rams #offense #team #start
The Chargers first-team offense was stuck in neutral for its first two offensive series of the preseason.
Next the first-team unit went three-and-out against the San Francisco 49ers last week before they were subbed out. The unit got off to an even worse start in a 20-18 preseason loss on Thursday, Aug. 28, against its stadium-mate, the Los Angeles Rams.
Quarberback Justin Herbert botched a shotgun snap facing second-and-1 on his second play of the day. It was recovered by Rams undrafted rookie safety Nick Andersen.
Perhaps most alarming, the turnover came against a Rams defense made up of reserves and players battling for roster spots. Not exactly the rousing start for new offensive coordinator Mike McDaniel, the ex-Miami Dolphins head coach who was a hot commodity during the offseason's coaching hiring cycle.
#Rams #offense #team #start
3 months ago
MOSCOW, Aug 24 (Reuters) - President Vladimir Putin on Monday handed the Russian state the power to take control of critically important infrastructure if it is deemed to be poorly protected from Ukrainian drone attacks and other threats.
The special powers, set out in a presidential decree, will allow the state to take over temporary administration of such facilities at a time when Ukraine has stepped up drone attacks on oil refineries and retail warehouses.
The state will be able to take control of physical and financial assets and formal ownership rights if entities responsible for such facilities are judged to have failed in their duty to protect them and are too slow to repair them after any attack, according to the decree.
It applies to fuel, energy, industrial, communications, transport and logistics facilities and other objects regarded as critically-important for ensuring the security and economic stability of the state and the population.
First Deputy Prime Minister Denis Manturov said the measure should not be viewed as a precursor to nationalisation and would not be used on a broad scale.
#state #control
The special powers, set out in a presidential decree, will allow the state to take over temporary administration of such facilities at a time when Ukraine has stepped up drone attacks on oil refineries and retail warehouses.
The state will be able to take control of physical and financial assets and formal ownership rights if entities responsible for such facilities are judged to have failed in their duty to protect them and are too slow to repair them after any attack, according to the decree.
It applies to fuel, energy, industrial, communications, transport and logistics facilities and other objects regarded as critically-important for ensuring the security and economic stability of the state and the population.
First Deputy Prime Minister Denis Manturov said the measure should not be viewed as a precursor to nationalisation and would not be used on a broad scale.
#state #control
3 months ago
In the second quarter of 2026, **** eX's (NASDAQ: SPCX) revenue surged 92% year over year to $7.8 billion, and it narrowed its net loss from $1.01 billion to $541 million. However, its total capex surged more than sixfold year over year, from $2.83 billion to $18.37 billion. It allocated $15.8 billion of that capex to expanding its AI business. Let's see where all that money went.
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 »
SpaceX originally operated two main businesses: its Starlink satellite internet services and its rocket launch services. But in Feb. 2026, it acquired xAI -- which owns Grok, X, and its other AI **** ets -- in an all-stock transaction to form its new AI business. It also acquired the AI start-up Cursor earlier this month. Elon Musk believes its AI revenue will jump from $3.5 billion in 2025 to $700-$750 billion in 2030.
To sow the seeds for that expansion, **** eX spent most of its second-quarter capex on Nvidia's (NASDAQ: NVDA) data center GPUs and other AI accelerators. The rest was used to deploy, acquire, and build more high-power data centers to increase its active capacity from 1.4 GW today to its target of 10 GW by next year.
That would give it a lot more bandwidth to handle its multi-billion-dollar compute hosting contracts with external enterprise clients. However, the expansion of that unprofitable AI business could offset Starlink's profits and keep its bottom line in the red.
#billion
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 »
SpaceX originally operated two main businesses: its Starlink satellite internet services and its rocket launch services. But in Feb. 2026, it acquired xAI -- which owns Grok, X, and its other AI **** ets -- in an all-stock transaction to form its new AI business. It also acquired the AI start-up Cursor earlier this month. Elon Musk believes its AI revenue will jump from $3.5 billion in 2025 to $700-$750 billion in 2030.
To sow the seeds for that expansion, **** eX spent most of its second-quarter capex on Nvidia's (NASDAQ: NVDA) data center GPUs and other AI accelerators. The rest was used to deploy, acquire, and build more high-power data centers to increase its active capacity from 1.4 GW today to its target of 10 GW by next year.
That would give it a lot more bandwidth to handle its multi-billion-dollar compute hosting contracts with external enterprise clients. However, the expansion of that unprofitable AI business could offset Starlink's profits and keep its bottom line in the red.
#billion
3 months ago
Acquisitions can tell you a lot about where a company thinks its next big opportunity lies. Sometimes they are about buying technology, sometimes talent, and sometimes they are about putting two businesses together before the market even realizes how well they fit. Elon Musk's ******* eX (SPCH) latest deal looks like a little bit of all three.
The Elon Musk-led aerospace and satellite communications company has officially closed its $60 billion acquisition of Anysphere, the software company behind the AI coding platform Cursor. The deal became effective on Aug. 14, according to a filing with the U.S. Securities and Exchange Commission. Under the agreement, Cursor shareholders received an aggregate of 389.29 million shares of ******* eX, based on an implied $60 billion equity value and ******* eX's volume-weighted average closing price over the seven trading days before the deal closed.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Berkshire Is Chasing GOOG Stock Big Time, But It Might Not Help Reverse Warren Buffett's Historical Mistake
Huge Unusual Long-Dated Call Options in Oracle Corp - A Covered Call ORCL Play?
#company
The Elon Musk-led aerospace and satellite communications company has officially closed its $60 billion acquisition of Anysphere, the software company behind the AI coding platform Cursor. The deal became effective on Aug. 14, according to a filing with the U.S. Securities and Exchange Commission. Under the agreement, Cursor shareholders received an aggregate of 389.29 million shares of ******* eX, based on an implied $60 billion equity value and ******* eX's volume-weighted average closing price over the seven trading days before the deal closed.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Berkshire Is Chasing GOOG Stock Big Time, But It Might Not Help Reverse Warren Buffett's Historical Mistake
Huge Unusual Long-Dated Call Options in Oracle Corp - A Covered Call ORCL Play?
#company
3 months ago
Retail investors were steadfast for nearly eight weeks after ******* e Exploration Technologies Corp (NASDAQ:SPCX) went public. Despite a 67% post-IPO rise, a sharp return to earth, and a stock that spent weeks trading below its debut price, mom-and-pop traders continued to buy. On August 7, that streak was finally broken.
According to data quoted by Reuters, individual investors sold a net $4.5 million in ******* e Exploration Technologies Corp (NASDAQ:SPCX) shares on August 7, marking the first day of net negative retail flows since the company's stock market debut on June 12. The timing is what makes the transition interesting. Just two days earlier, on August 5, ******* eX shares fell 13.6% following the company's first quarterly financial report as a publicly traded company, and retail investors responded by buying heavily, marking the fourth-largest single day of net retail purchases since the IPO. That earnings announcement was a mixed bag: ******* eX highlighted faster-than-expected returns from its AI infrastructure spending, though investors were concerned about how long the company's thriving Starlink satellite-internet operation would be able to fund those costly AI ambitions.
While Wall Street expressed concern about Starlink's financial flows supporting long-term AI objectives, Morgan Stanley ******* yst Adam Jonas reiterated an Overweight rating and a $300 price target on ******* e Exploration Technologies Corp (NASDAQ:SPCX). Jonas claimed that public markets undervalue ******* eX's broader AI ecosystem, citing early synergies between Grok and the Cursor as evidence of a combined real-time data, compute, and intelligence platform.
So the trend went as follows: stock plummets on earnings-day AI expenditure fears, retail buys the dip heavily, and then sells when the stock recovers to its IPO price. Sam North, an eToro market ******* yst, described the sequencing as telling. He observed that a shift from persistent buying to selling is rarely due to a single event, but rather to a combination of profit-taking, position fatigue, and investors reevaluating risk-reward. He said that the sale on August 7 appeared to be retail taking advantage of a share price rebound to take some money off the table, instead of a panicked withdrawal.
None of this indicates that retailers have abandoned ******* e Exploration Technologies Corp (NASDAQ:SPCX). The stock was still up around 2.4% in premarket trading on August 10 following the selling milestone, and one day of moderately negative flows after nearly two months of feverish buying is hardly a disaster. That said, for a company whose short public life has been defined almost completely by retail conviction outlasting institutional skepticism, the first break in that conviction, no matter how little, is worth monitoring.
#august #technologies #NASDAQ #investors
According to data quoted by Reuters, individual investors sold a net $4.5 million in ******* e Exploration Technologies Corp (NASDAQ:SPCX) shares on August 7, marking the first day of net negative retail flows since the company's stock market debut on June 12. The timing is what makes the transition interesting. Just two days earlier, on August 5, ******* eX shares fell 13.6% following the company's first quarterly financial report as a publicly traded company, and retail investors responded by buying heavily, marking the fourth-largest single day of net retail purchases since the IPO. That earnings announcement was a mixed bag: ******* eX highlighted faster-than-expected returns from its AI infrastructure spending, though investors were concerned about how long the company's thriving Starlink satellite-internet operation would be able to fund those costly AI ambitions.
While Wall Street expressed concern about Starlink's financial flows supporting long-term AI objectives, Morgan Stanley ******* yst Adam Jonas reiterated an Overweight rating and a $300 price target on ******* e Exploration Technologies Corp (NASDAQ:SPCX). Jonas claimed that public markets undervalue ******* eX's broader AI ecosystem, citing early synergies between Grok and the Cursor as evidence of a combined real-time data, compute, and intelligence platform.
So the trend went as follows: stock plummets on earnings-day AI expenditure fears, retail buys the dip heavily, and then sells when the stock recovers to its IPO price. Sam North, an eToro market ******* yst, described the sequencing as telling. He observed that a shift from persistent buying to selling is rarely due to a single event, but rather to a combination of profit-taking, position fatigue, and investors reevaluating risk-reward. He said that the sale on August 7 appeared to be retail taking advantage of a share price rebound to take some money off the table, instead of a panicked withdrawal.
None of this indicates that retailers have abandoned ******* e Exploration Technologies Corp (NASDAQ:SPCX). The stock was still up around 2.4% in premarket trading on August 10 following the selling milestone, and one day of moderately negative flows after nearly two months of feverish buying is hardly a disaster. That said, for a company whose short public life has been defined almost completely by retail conviction outlasting institutional skepticism, the first break in that conviction, no matter how little, is worth monitoring.
#august #technologies #NASDAQ #investors
3 months ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Elon Musk's ******* eX (NASDAQ:SPCX) closed its $60 billion all-stock purchase of Cursor on Friday, sealing a deal it struck just weeks after pulling off the biggest IPO in history.
Cursor announced the close on X and said in a blog post that the acquisition gives it access to what it called the world's largest GPU fleet, pointing to this week's Grok 4.6 release as an early sign of what the combination can produce.
So why would a rocket and satellite company pay $60 billion for a coding tool?
According to ******* ysts, Cursor hands Musk something particularly valuable: a huge base of professional developers, established enterprise distribution and a stream of developer data that may make his AI models better.
#cursor #benzinga #grok
Elon Musk's ******* eX (NASDAQ:SPCX) closed its $60 billion all-stock purchase of Cursor on Friday, sealing a deal it struck just weeks after pulling off the biggest IPO in history.
Cursor announced the close on X and said in a blog post that the acquisition gives it access to what it called the world's largest GPU fleet, pointing to this week's Grok 4.6 release as an early sign of what the combination can produce.
So why would a rocket and satellite company pay $60 billion for a coding tool?
According to ******* ysts, Cursor hands Musk something particularly valuable: a huge base of professional developers, established enterprise distribution and a stream of developer data that may make his AI models better.
#cursor #benzinga #grok
3 months ago
When the 2026 season started with Paul Skenes having the roughest start of his MLB career against the New York Mets, many thought it would be just a blip on his greatness radar. Unfortunately, it might have been a precursor for things to come this season for the Pittsburgh Pirates ace, and now we're left wondering if something is truly wrong with Skenes.
On this episode of Baseball Bar-B-Cast, Jake Mintz and Jordan Shusterman discuss yet another concerning start for the reigning NL Cy Young Award winner and try to figure out what's going on with Paul Skenes. They make a comparison between him and Seattle Mariners catcher Cal Raleigh, who has also suffered a major falloff after his great 2025 campaign, and discuss whether the World Baseball Classic can be used as an excuse.
Later in the show, Jake and Jordan talk about Jackson Merrill being at the forefront of the San Diego Padres' hot offense, which has put them right back in the mix for a potential NL Wild Card spot. They then highlight the Chicago White Sox giving out a Pope hat as part of a giveaway, Tim Anderson announcing his retirement and play a fun game surrounding the 2026 Heart and Hustle Award winners.
1:11 - The Opener: Paul Skenes' concern grows
19:13 - Cal Raleigh's falloff from 2026
#skenes #Baseball #falloff
On this episode of Baseball Bar-B-Cast, Jake Mintz and Jordan Shusterman discuss yet another concerning start for the reigning NL Cy Young Award winner and try to figure out what's going on with Paul Skenes. They make a comparison between him and Seattle Mariners catcher Cal Raleigh, who has also suffered a major falloff after his great 2025 campaign, and discuss whether the World Baseball Classic can be used as an excuse.
Later in the show, Jake and Jordan talk about Jackson Merrill being at the forefront of the San Diego Padres' hot offense, which has put them right back in the mix for a potential NL Wild Card spot. They then highlight the Chicago White Sox giving out a Pope hat as part of a giveaway, Tim Anderson announcing his retirement and play a fun game surrounding the 2026 Heart and Hustle Award winners.
1:11 - The Opener: Paul Skenes' concern grows
19:13 - Cal Raleigh's falloff from 2026
#skenes #Baseball #falloff
3 months ago
The Brooklyn Nets have made most of the moves they're going to make over the course of the 2026 NBA offseason as they're hoping to have a better campaign in the 2026-27 season. Brooklyn has added some veterans to the roster, headlined by trading for Minnesota Timberwolves forward Julius Randle, but some are wondering what the rest of the rebuild looks like at this point.
"After going 20-62 last season (with a preseason over/under win total of 19.5), the Nets are tabbed to be one of the league's worst teams again. They're listed with the second-lowest wins over/under by FanDuel and BetMGM at 24.5," Brian Lewis of the New York Post wrote (h/t to NetsDaily) on the Nets on Tuesday. As Lewis alluded to, Brooklyn is once again expected to be one of the worst teams in the league despite adding Randle to the team.
"With eight rookies on the Nets' roster last season — including a record five first-round picks — they played those first-year pros a league-high 6,716 minutes," Lewis wrote when describing how much playing time the Nets' rookies saw last season. Lewis was essentially comparing Brooklyn's rebuild to those of the Sacramento Kings, Oklahoma City Thunder, Portland Trail Blazers, and Washington Wizards.
As of this writing, the Nets have 10 players that are 24 years old or younger with players like Egor Demin and Mikel Brown Jr. being the youngest players on the roster. For the Brooklyn fans wondering when the franchise is going to turn around and start competing for the playoffs, that will depend on which one of the young players is going to realize their potential along with when general manager Sean Marks decides to cash in the current draft stash to go after a star-level player.
The Nets didn't appear to be in the running for players like Giannis Antetokounmpo and Jaylen Brown this summer so it seems like the team will have to wait for the next star-level player to change teams to see if they're successful in luring them to Brooklyn. In the meantime, Lewis pointing out the amount of playing time the young players have seen thus far could be a precursor to at least one of them taking the next step sooner rather than later.
#Nets #brooklyn #lewis #they 're
"After going 20-62 last season (with a preseason over/under win total of 19.5), the Nets are tabbed to be one of the league's worst teams again. They're listed with the second-lowest wins over/under by FanDuel and BetMGM at 24.5," Brian Lewis of the New York Post wrote (h/t to NetsDaily) on the Nets on Tuesday. As Lewis alluded to, Brooklyn is once again expected to be one of the worst teams in the league despite adding Randle to the team.
"With eight rookies on the Nets' roster last season — including a record five first-round picks — they played those first-year pros a league-high 6,716 minutes," Lewis wrote when describing how much playing time the Nets' rookies saw last season. Lewis was essentially comparing Brooklyn's rebuild to those of the Sacramento Kings, Oklahoma City Thunder, Portland Trail Blazers, and Washington Wizards.
As of this writing, the Nets have 10 players that are 24 years old or younger with players like Egor Demin and Mikel Brown Jr. being the youngest players on the roster. For the Brooklyn fans wondering when the franchise is going to turn around and start competing for the playoffs, that will depend on which one of the young players is going to realize their potential along with when general manager Sean Marks decides to cash in the current draft stash to go after a star-level player.
The Nets didn't appear to be in the running for players like Giannis Antetokounmpo and Jaylen Brown this summer so it seems like the team will have to wait for the next star-level player to change teams to see if they're successful in luring them to Brooklyn. In the meantime, Lewis pointing out the amount of playing time the young players have seen thus far could be a precursor to at least one of them taking the next step sooner rather than later.
#Nets #brooklyn #lewis #they 're
3 months ago
There is a plausible scenario in which Elon Musk's ******* eX (SPCX) reaches its ambitious goal of $100 billion in annual recurring revenue (ARR) by year-end.
SpaceX reiterated its goal of reaching $100 billion in ARR by year-end, a target that may not be as insane as it appeared on the company's earnings call transcript last week.
"As a baseline, 2Q's [ARR] run-rate was just $31 billion, meaning management is aiming to more than triple that in just six months. We see this target as likely very achievable, driven mainly by neocloud and Cursor contribution," Deutsche Bank ******* yst and ******* eX bull Edison Yu said in a note on Monday.
"Neocloud carrying the largest load In 2Q, neocloud revenue was $1.6b billion, all coming from Anthropic (ANTH.PVT); this deal alone should ramp up to $3.75 billion in 3Q in quarterly revenue," Yu explained. "In addition, the Google (GOOG, GOOGL) agreement is set to ramp up next month and hit full $920m/month rate beginning in Oct. Then most recently, ******* eX signed a $6.7bn over six month deal which we suspect could possibly be with the US government. And lastly, we expect one more large neocloud deal to get potentially signed before year-end considering industry compute supply/demand dynamics. Putting it all together, this could generate $45- 50bn of ARR exiting December."
Here's how Yu estimates this number will be reached:
#revenue #deal
SpaceX reiterated its goal of reaching $100 billion in ARR by year-end, a target that may not be as insane as it appeared on the company's earnings call transcript last week.
"As a baseline, 2Q's [ARR] run-rate was just $31 billion, meaning management is aiming to more than triple that in just six months. We see this target as likely very achievable, driven mainly by neocloud and Cursor contribution," Deutsche Bank ******* yst and ******* eX bull Edison Yu said in a note on Monday.
"Neocloud carrying the largest load In 2Q, neocloud revenue was $1.6b billion, all coming from Anthropic (ANTH.PVT); this deal alone should ramp up to $3.75 billion in 3Q in quarterly revenue," Yu explained. "In addition, the Google (GOOG, GOOGL) agreement is set to ramp up next month and hit full $920m/month rate beginning in Oct. Then most recently, ******* eX signed a $6.7bn over six month deal which we suspect could possibly be with the US government. And lastly, we expect one more large neocloud deal to get potentially signed before year-end considering industry compute supply/demand dynamics. Putting it all together, this could generate $45- 50bn of ARR exiting December."
Here's how Yu estimates this number will be reached:
#revenue #deal
3 months ago
On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch where the risk is hiding, and Tenable wants to be the company holding that flashlight.
The scale of the problem Tenable is chasing is hard to ignore. The company said it detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over 30 days. That is the kind of number that makes the case for exposure management on its own. Tenable One AI Exposure now extends discovery to every major LLM, all major Model Context Protocol deployments, and AI-native development tools like Cursor, Windsurf, and Trae, roughly doubling its coverage of sanctioned and shadow AI in one release. Beyond just finding the exposures, the platform lets security teams act on them directly, creating tickets in Jira or ServiceNow (NYSE:NOW), or firing off alerts through email, Slack, or Teams. That combination of visibility and Tenable's Hexa AI engine, which automates remediation tasks, is what the company is positioning as a full loop rather than another dashboard ****** ody checks.
The business results back up the demand story. Tenable One made up half of the company's new sales in the second quarter, evidence that customers are consolidating onto the full platform instead of buying individual point tools. Second-quarter revenue came in at $268.5 million, ahead of management's guided range of $263 million to $266 million, while operating expenses fell to $195.8 million from $200.3 million a year earlier. That combination flipped a $14.7 million net loss into a $3.8 million net profit, and adjusted profit jumped 40% to $57.9 million. The stock is up more than 40% in 2026 on the back of that improvement, yet Tenable's market capitalization of $3.6 billion is still a fraction of CrowdStrike Holdings (NASDAQ:CRWD) and Palo Alto Networks (NASDAQ:PANW), whose combined market cap tops $450 billion.
That gap shows up in valuation too. Tenable trades at a price-to-sales ratio of 3.7, well below its own historical average of 7.1 since going public in 2018, and far cheaper than Palo Alto Networks at 22.9 times sales or CrowdStrike at 38.1 times. But cheap multiples usually come with a reason attached. Tenable's revenue grew 8.6% year over year in the quarter, modest next to CrowdStrike's annual recurring revenue growth of 24% to $5.5 billion. Some of Tenable's profit turnaround came from cutting costs, including in growth-oriented areas like marketing, rather than from accelerating sales. That is a reasonable way to prove discipline, but it raises the question of whether faster growth is coming or whether the company is simply managing a slower-growth business more efficiently.
The scale of the problem Tenable is chasing is hard to ignore. The company said it detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over 30 days. That is the kind of number that makes the case for exposure management on its own. Tenable One AI Exposure now extends discovery to every major LLM, all major Model Context Protocol deployments, and AI-native development tools like Cursor, Windsurf, and Trae, roughly doubling its coverage of sanctioned and shadow AI in one release. Beyond just finding the exposures, the platform lets security teams act on them directly, creating tickets in Jira or ServiceNow (NYSE:NOW), or firing off alerts through email, Slack, or Teams. That combination of visibility and Tenable's Hexa AI engine, which automates remediation tasks, is what the company is positioning as a full loop rather than another dashboard ****** ody checks.
The business results back up the demand story. Tenable One made up half of the company's new sales in the second quarter, evidence that customers are consolidating onto the full platform instead of buying individual point tools. Second-quarter revenue came in at $268.5 million, ahead of management's guided range of $263 million to $266 million, while operating expenses fell to $195.8 million from $200.3 million a year earlier. That combination flipped a $14.7 million net loss into a $3.8 million net profit, and adjusted profit jumped 40% to $57.9 million. The stock is up more than 40% in 2026 on the back of that improvement, yet Tenable's market capitalization of $3.6 billion is still a fraction of CrowdStrike Holdings (NASDAQ:CRWD) and Palo Alto Networks (NASDAQ:PANW), whose combined market cap tops $450 billion.
That gap shows up in valuation too. Tenable trades at a price-to-sales ratio of 3.7, well below its own historical average of 7.1 since going public in 2018, and far cheaper than Palo Alto Networks at 22.9 times sales or CrowdStrike at 38.1 times. But cheap multiples usually come with a reason attached. Tenable's revenue grew 8.6% year over year in the quarter, modest next to CrowdStrike's annual recurring revenue growth of 24% to $5.5 billion. Some of Tenable's profit turnaround came from cutting costs, including in growth-oriented areas like marketing, rather than from accelerating sales. That is a reasonable way to prove discipline, but it raises the question of whether faster growth is coming or whether the company is simply managing a slower-growth business more efficiently.
3 months ago
On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch where the risk is hiding, and Tenable wants to be the company holding that flashlight.
The scale of the problem Tenable is chasing is hard to ignore. The company said it detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over 30 days. That is the kind of number that makes the case for exposure management on its own. Tenable One AI Exposure now extends discovery to every major LLM, all major Model Context Protocol deployments, and AI-native development tools like Cursor, Windsurf, and Trae, roughly doubling its coverage of sanctioned and shadow AI in one release. Beyond just finding the exposures, the platform lets security teams act on them directly, creating tickets in Jira or ServiceNow (NYSE:NOW), or firing off alerts through email, Slack, or Teams. That combination of visibility and Tenable's Hexa AI engine, which automates remediation tasks, is what the company is positioning as a full loop rather than another dashboard ******* ody checks.
The business results back up the demand story. Tenable One made up half of the company's new sales in the second quarter, evidence that customers are consolidating onto the full platform instead of buying individual point tools. Second-quarter revenue came in at $268.5 million, ahead of management's guided range of $263 million to $266 million, while operating expenses fell to $195.8 million from $200.3 million a year earlier. That combination flipped a $14.7 million net loss into a $3.8 million net profit, and adjusted profit jumped 40% to $57.9 million. The stock is up more than 40% in 2026 on the back of that improvement, yet Tenable's market capitalization of $3.6 billion is still a fraction of CrowdStrike Holdings (NASDAQ:CRWD) and Palo Alto Networks (NASDAQ:PANW), whose combined market cap tops $450 billion.
That gap shows up in valuation too. Tenable trades at a price-to-sales ratio of 3.7, well below its own historical average of 7.1 since going public in 2018, and far cheaper than Palo Alto Networks at 22.9 times sales or CrowdStrike at 38.1 times. But cheap multiples usually come with a reason attached. Tenable's revenue grew 8.6% year over year in the quarter, modest next to CrowdStrike's annual recurring revenue growth of 24% to $5.5 billion. Some of Tenable's profit turnaround came from cutting costs, including in growth-oriented areas like marketing, rather than from accelerating sales. That is a reasonable way to prove discipline, but it raises the question of whether faster growth is coming or whether the company is simply managing a slower-growth business more efficiently
The scale of the problem Tenable is chasing is hard to ignore. The company said it detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over 30 days. That is the kind of number that makes the case for exposure management on its own. Tenable One AI Exposure now extends discovery to every major LLM, all major Model Context Protocol deployments, and AI-native development tools like Cursor, Windsurf, and Trae, roughly doubling its coverage of sanctioned and shadow AI in one release. Beyond just finding the exposures, the platform lets security teams act on them directly, creating tickets in Jira or ServiceNow (NYSE:NOW), or firing off alerts through email, Slack, or Teams. That combination of visibility and Tenable's Hexa AI engine, which automates remediation tasks, is what the company is positioning as a full loop rather than another dashboard ******* ody checks.
The business results back up the demand story. Tenable One made up half of the company's new sales in the second quarter, evidence that customers are consolidating onto the full platform instead of buying individual point tools. Second-quarter revenue came in at $268.5 million, ahead of management's guided range of $263 million to $266 million, while operating expenses fell to $195.8 million from $200.3 million a year earlier. That combination flipped a $14.7 million net loss into a $3.8 million net profit, and adjusted profit jumped 40% to $57.9 million. The stock is up more than 40% in 2026 on the back of that improvement, yet Tenable's market capitalization of $3.6 billion is still a fraction of CrowdStrike Holdings (NASDAQ:CRWD) and Palo Alto Networks (NASDAQ:PANW), whose combined market cap tops $450 billion.
That gap shows up in valuation too. Tenable trades at a price-to-sales ratio of 3.7, well below its own historical average of 7.1 since going public in 2018, and far cheaper than Palo Alto Networks at 22.9 times sales or CrowdStrike at 38.1 times. But cheap multiples usually come with a reason attached. Tenable's revenue grew 8.6% year over year in the quarter, modest next to CrowdStrike's annual recurring revenue growth of 24% to $5.5 billion. Some of Tenable's profit turnaround came from cutting costs, including in growth-oriented areas like marketing, rather than from accelerating sales. That is a reasonable way to prove discipline, but it raises the question of whether faster growth is coming or whether the company is simply managing a slower-growth business more efficiently
3 months ago
The news has been pointing this direction for a while now, but finally we get the most solid reporting yet that Manor Solmon is leaving Tottenham Hotspur. Fabrizio Romano (sigh) tweeted this afternoon that full agreement has been reached between Tottenham and West Ham, and Solomon will be heading across town to play football in the Championship next season. The deal is a permanent one.
I'll say again that £5m + £2m in add-ons is a fire-sale price for a player like Manor who has already proven that he can do well in the second division. That said, Solomon has proven himself to be a divisive — there I go using that word again — player who has been pretty much shut out by Spurs' last three managers, including Roberto De Zerbi who actually managed him at Shakhtar Donetsk from where he was signed three years ago. That tells me a lot. Clearly Spurs' priorities were more finding him a new club and less making any sort of substantial profit on his sale.
I won't belabor this and anyway I'm not opening the comments for this or any future Solomon article because honestly I'm just sick to death of the guy and am glad I no longer really have to write about him or moderate any more comment sections that discuss him. He was here, he didn't do much, and now he's nearly gone.
I will say that Solomon feels like a really weird fit for a club like West Ham considering their fans' past, y'know, conduct towards Tottenham Hotspur. A cursory social media search suggests this isn't the most popular signing with that lot. I do really, honestly hope that it doesn't turn out to be as bad a situation as I think it potentially could be, and that's all I'm going to say about that.
But Solomon is a tested and proven attacker at West Ham's current level and I have no doubt he'll do well there. Honestly, for what it's worth I'm just glad it's (almost) finally over.
#TOTTENHAM #west #really
I'll say again that £5m + £2m in add-ons is a fire-sale price for a player like Manor who has already proven that he can do well in the second division. That said, Solomon has proven himself to be a divisive — there I go using that word again — player who has been pretty much shut out by Spurs' last three managers, including Roberto De Zerbi who actually managed him at Shakhtar Donetsk from where he was signed three years ago. That tells me a lot. Clearly Spurs' priorities were more finding him a new club and less making any sort of substantial profit on his sale.
I won't belabor this and anyway I'm not opening the comments for this or any future Solomon article because honestly I'm just sick to death of the guy and am glad I no longer really have to write about him or moderate any more comment sections that discuss him. He was here, he didn't do much, and now he's nearly gone.
I will say that Solomon feels like a really weird fit for a club like West Ham considering their fans' past, y'know, conduct towards Tottenham Hotspur. A cursory social media search suggests this isn't the most popular signing with that lot. I do really, honestly hope that it doesn't turn out to be as bad a situation as I think it potentially could be, and that's all I'm going to say about that.
But Solomon is a tested and proven attacker at West Ham's current level and I have no doubt he'll do well there. Honestly, for what it's worth I'm just glad it's (almost) finally over.
#TOTTENHAM #west #really
3 months ago
Space Exploration Technologies (NASDAQ: SPCX) reported its first financial update as a publicly traded company (for the second quarter) on Aug. 4 amid high expectations. The company's shares rose before it released its earnings report. Unfortunately, the **** e company's results disappointed the market, sending the stock sharply lower and extending the losses from recent weeks. **** eX stock is down 20% from its IPO price and 52% from its all-time high. However, even at current levels, the company's shares aren't attractive, in my view. Here are three reasons why I am not buying the dip yet.
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 »
SpaceX's second-quarter results weren't bad. The company's revenue soared 92% year over year to $7.8 billion, while it cut its net loss nearly in half, landing at $541 million for the period, versus the $1 billion reported in the prior-year quarter. However, there are some worrying signs. Notably, **** eX is spending a small fortune to capitalize on what it perceives as a massive opportunity in artificial intelligence (AI). During the second quarter, **** eX's capex within its AI business was $15.8 billion, more than doubling quarter over quarter. It was also more than six times the capex in its two other operating segments combined.
Management says it will continue to spend heavily on AI over the next few quarters. That's a problem for the company's near-term performance. The market is punishing other corporations that are also spending heavily on AI, even when they generate significantly more revenue and earnings than **** eX and also boast attractive opportunities in this market. Perhaps the spending is justified and will eventually transform **** eX's business. But it's unlikely that we will see a significant return on investment from **** eX's AI-related spending over the next year, which leads me to believe that the stock may fall further and offer investors who believe in its vision an even more attractive entry point.
SpaceX is acquiring Cursor, an AI start-up, for $60 billion. One noteworthy aspect of this deal is that it is an all-stock transaction. Translation: **** eX is diluting existing shareholders by issuing new shares to fund this acquisition. It may be worth it in the long run if Cursor can improve **** eX's AI business, but this transaction may put downward pressure on the stock over the next year or so, especially if many of these new shareholders decide to cash out.
#SpaceX
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 »
SpaceX's second-quarter results weren't bad. The company's revenue soared 92% year over year to $7.8 billion, while it cut its net loss nearly in half, landing at $541 million for the period, versus the $1 billion reported in the prior-year quarter. However, there are some worrying signs. Notably, **** eX is spending a small fortune to capitalize on what it perceives as a massive opportunity in artificial intelligence (AI). During the second quarter, **** eX's capex within its AI business was $15.8 billion, more than doubling quarter over quarter. It was also more than six times the capex in its two other operating segments combined.
Management says it will continue to spend heavily on AI over the next few quarters. That's a problem for the company's near-term performance. The market is punishing other corporations that are also spending heavily on AI, even when they generate significantly more revenue and earnings than **** eX and also boast attractive opportunities in this market. Perhaps the spending is justified and will eventually transform **** eX's business. But it's unlikely that we will see a significant return on investment from **** eX's AI-related spending over the next year, which leads me to believe that the stock may fall further and offer investors who believe in its vision an even more attractive entry point.
SpaceX is acquiring Cursor, an AI start-up, for $60 billion. One noteworthy aspect of this deal is that it is an all-stock transaction. Translation: **** eX is diluting existing shareholders by issuing new shares to fund this acquisition. It may be worth it in the long run if Cursor can improve **** eX's AI business, but this transaction may put downward pressure on the stock over the next year or so, especially if many of these new shareholders decide to cash out.
#SpaceX
3 months ago
One of the questions that the Minnesota Vikings are going to have to come up with an answer for relatively soon is what to do with wide receiver Jordan Addison. They've already picked up the fifth-year option on his rookie contract, which would appear to be the precursor to a long-term extension with the purple, and such an extension just continues to get more and more expensive.
On Tuesday morning, the Baltimore Ravens announced that they had signed wide receiver Zay Flowers to a four-year, $140 million contract extension with $108 million in guaranteed money. Those terms are nearly identical to the extension that Justin Jefferson signed two years ago. Jefferson's extension was also a four-year, $140 million pact with $110 million guaranteed. So, Zay Flowers is, officially, making "Justin Jefferson money."
Flowers and Addison went with back-to-back picks in the 2023 NFL Draft, with the Ravens taking Flowers at #22 overall and the Vikings selecting Addison at #23 . Thus far in their careers, Flowers has the edge in receptions (237 to 175) and receiving yardage (3,128 to 2,396, with Flowers going over the 1,000-yard mark twice), while Addison has found the end zone more times than Flowers has (22 touchdowns to 14).
Of course, Addison has had to compete with Jefferson for catches, which causes his numbers to take a bit of a hit. Flowers has led the Ravens in receptions in each of his three NFL seasons, while Addison has been the clear #2 wide receiver in the Minnesota offense. Them's the breaks, I guess.
#extension #minnesota
On Tuesday morning, the Baltimore Ravens announced that they had signed wide receiver Zay Flowers to a four-year, $140 million contract extension with $108 million in guaranteed money. Those terms are nearly identical to the extension that Justin Jefferson signed two years ago. Jefferson's extension was also a four-year, $140 million pact with $110 million guaranteed. So, Zay Flowers is, officially, making "Justin Jefferson money."
Flowers and Addison went with back-to-back picks in the 2023 NFL Draft, with the Ravens taking Flowers at #22 overall and the Vikings selecting Addison at #23 . Thus far in their careers, Flowers has the edge in receptions (237 to 175) and receiving yardage (3,128 to 2,396, with Flowers going over the 1,000-yard mark twice), while Addison has found the end zone more times than Flowers has (22 touchdowns to 14).
Of course, Addison has had to compete with Jefferson for catches, which causes his numbers to take a bit of a hit. Flowers has led the Ravens in receptions in each of his three NFL seasons, while Addison has been the clear #2 wide receiver in the Minnesota offense. Them's the breaks, I guess.
#extension #minnesota
4 months ago
We're wrapping up the regular season in Silver and Black Pride's Mendoza Mania series, diving into film breakdowns for each of Fernando Mendoza's games during his last College Football season, and looking at Indiana's dominant 56-3 win over in-state rival Purdue.
However, this was the Las Vegas Raiders' new quarterback's worst performance of a passer from last year, going eight for 15 (53.3% completions) with 117 yards, two touchdowns and no interceptions. The latter is misleading, though.
Pro Football Focus had him on the hook for three "turnover-worthy plays" at a 17.6 percent rate, his most TWPs and highest rate (by over 12 percent) on the year. Also, the 2026 NFL draft No. 1 pick didn't account for any "big-time throws" and posted his lowest PFF passing grade (28.3) of the season by more than 20 points against the Boilermakers.
So, fair warning, this breakdown is going to be more negative than positive, as it looked like the Heisman Trophy winner was pressing and forced a handful of throws.
This was Mendoza's first pass of the game and, in a way, set a precursor for how the rest of the night went for him.
#Football #rate #we 're
However, this was the Las Vegas Raiders' new quarterback's worst performance of a passer from last year, going eight for 15 (53.3% completions) with 117 yards, two touchdowns and no interceptions. The latter is misleading, though.
Pro Football Focus had him on the hook for three "turnover-worthy plays" at a 17.6 percent rate, his most TWPs and highest rate (by over 12 percent) on the year. Also, the 2026 NFL draft No. 1 pick didn't account for any "big-time throws" and posted his lowest PFF passing grade (28.3) of the season by more than 20 points against the Boilermakers.
So, fair warning, this breakdown is going to be more negative than positive, as it looked like the Heisman Trophy winner was pressing and forced a handful of throws.
This was Mendoza's first pass of the game and, in a way, set a precursor for how the rest of the night went for him.
#Football #rate #we 're
4 months ago
Jensen Huang is urging Washington to stop worrying about China's open-source AI just as an all-out panic has broken out over the highly capable, low-cost models that can increasingly compete with the most advanced products by OpenAI and Anthropic.
The Nvidia CEO said in an interview with Axios Tuesday the U.S. should not ban these kinds of models, which are being developed by Chinese companies like DeepSeek, Alibaba, and Moonshot AI—which last week raised alarms when it released its highly capable model, Kimi K3.
While U.S. companies, including AI coding startup Cursor, are increasingly turning to open-source alternatives from China to save on the high costs ***** ociated with American AI models, the White House has reportedly considered restricting their use partly based on fears that the models could be used for surveillance purposes by China or that they could threaten the viability of homegrown AI companies.
The White House reportedly considered using executive power to impose conditions on U.S. companies looking to use Chinese AI models, including forcing these companies to guarantee security and accept liability if breached, Axios reported.
The White House did not immediately respond to Fortune's request for comment.
#Companies #white #China
The Nvidia CEO said in an interview with Axios Tuesday the U.S. should not ban these kinds of models, which are being developed by Chinese companies like DeepSeek, Alibaba, and Moonshot AI—which last week raised alarms when it released its highly capable model, Kimi K3.
While U.S. companies, including AI coding startup Cursor, are increasingly turning to open-source alternatives from China to save on the high costs ***** ociated with American AI models, the White House has reportedly considered restricting their use partly based on fears that the models could be used for surveillance purposes by China or that they could threaten the viability of homegrown AI companies.
The White House reportedly considered using executive power to impose conditions on U.S. companies looking to use Chinese AI models, including forcing these companies to guarantee security and accept liability if breached, Axios reported.
The White House did not immediately respond to Fortune's request for comment.
#Companies #white #China
4 months ago
Dana White has scored perhaps his most notable signing to date for Zuffa Boxin, with Ring Magazine officially announcing that Shakur Stevenson (25-0, 11 KOs) has signed a promotional deal with the company. There has been plenty rumors over the last couple of months that this would wind up being the case, but today it’s official.
Naturally this signing will have most fans wondering what this means for Stevenson’s future, as Zuffa’s stable is still pretty thin, particularly with regards to true world class fighters. That being said, some believe this could be a precursor to a potential fight between Stevenson and Devin Haney, who has also been rumored to be signing a deal with the new promotional outfit. That fight, however, seems to have had at least some difficulties after Stevenson proposed a 144 lb catchweight fight with Haney, only to go incommunicado once he accepted those terms.
Stevenson currently holds the WBO super lightweight **** le, coming off a dominant showing over Teofimo Lopez this past January.
Naturally this signing will have most fans wondering what this means for Stevenson’s future, as Zuffa’s stable is still pretty thin, particularly with regards to true world class fighters. That being said, some believe this could be a precursor to a potential fight between Stevenson and Devin Haney, who has also been rumored to be signing a deal with the new promotional outfit. That fight, however, seems to have had at least some difficulties after Stevenson proposed a 144 lb catchweight fight with Haney, only to go incommunicado once he accepted those terms.
Stevenson currently holds the WBO super lightweight **** le, coming off a dominant showing over Teofimo Lopez this past January.
4 months ago
Just weeks after its initial public offering, ******* e Exploration Technologies (NASDAQ: SPCX), aka ******* eX, announced a major acquisition. The Elon Musk-founded ******* e exploration and artificial intelligence (AI) company announced a further pivot toward the latter trend with its plans to acquire Anysphere, the developer of AI coding platform Cursor, in a $60 billion all-stock deal.
So far, this announcement has had a limited impact on ******* eX's stock performance. Shares were pulling back around the announcement and just after, but have started to bounce back of late. Let's take a closer look and see what a deal could mean for ******* eX, which is arguably as much an AI stock as it is a ******* e stock.
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 »
After exercising an option back in April, before it went public, ******* eX became obligated either to acquire Anysphere for $60 billion or else pay it a $1.5 billion termination fee and provide it with $8.5 billion in computing resources.
But while ******* eX may have been more or less "obligated" to buy Cursor, the price tag may be far more reasonable than it appears at first glance. Given the rich valuation of ******* eX stock, even after its pullback, financing this as an all-stock deal costs existing investors fairly little in terms of dilution. Even if ******* eX prices the Cursor acquisition at its current stock price of around $164 per share, rather than the $200 per share or more it was trading at last month, that would mean a 365.9 million increase in the share count.
So far, this announcement has had a limited impact on ******* eX's stock performance. Shares were pulling back around the announcement and just after, but have started to bounce back of late. Let's take a closer look and see what a deal could mean for ******* eX, which is arguably as much an AI stock as it is a ******* e stock.
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 »
After exercising an option back in April, before it went public, ******* eX became obligated either to acquire Anysphere for $60 billion or else pay it a $1.5 billion termination fee and provide it with $8.5 billion in computing resources.
But while ******* eX may have been more or less "obligated" to buy Cursor, the price tag may be far more reasonable than it appears at first glance. Given the rich valuation of ******* eX stock, even after its pullback, financing this as an all-stock deal costs existing investors fairly little in terms of dilution. Even if ******* eX prices the Cursor acquisition at its current stock price of around $164 per share, rather than the $200 per share or more it was trading at last month, that would mean a 365.9 million increase in the share count.
4 months ago
The 2026 Home Run Derby field is slowly coming into focus.
Four participants – all of whom are from the American League – have already accepted their invitations to the precursor to the MLB All-Star Game on Tuesday night, with four more spots up for grabs going into the final weekend series of the first half of the season.
The Home Run Derby is set for 8 p.m. ET on Monday, July 14 at Citizens Bank Park in Philadelphia.
NIGHTENGALE: Justin Verlander's retirement marks the end of an era we'll never see again | Opinion
This year's Home Run Derby will feature several format changes, most notably the removal of the timer. Instead, each of the eight participants will be allotted a set number of swings, with every swing counting. Hitters will get 20 swings in the first round and 15 swings in both the semifinals and finals. If a player homers on the final swing of any round, they can continue hitting until a swing does not result in a home run.
Four participants – all of whom are from the American League – have already accepted their invitations to the precursor to the MLB All-Star Game on Tuesday night, with four more spots up for grabs going into the final weekend series of the first half of the season.
The Home Run Derby is set for 8 p.m. ET on Monday, July 14 at Citizens Bank Park in Philadelphia.
NIGHTENGALE: Justin Verlander's retirement marks the end of an era we'll never see again | Opinion
This year's Home Run Derby will feature several format changes, most notably the removal of the timer. Instead, each of the eight participants will be allotted a set number of swings, with every swing counting. Hitters will get 20 swings in the first round and 15 swings in both the semifinals and finals. If a player homers on the final swing of any round, they can continue hitting until a swing does not result in a home run.
4 months ago
PHILADELPHIA − You won't see the ridiculous number of home runs by one player anymore, mainly because of the format change this year limiting MLB Home Run Derby participants to about 50 swings.
So Vladimir Guerrero's single-day total of 91 home runs in 2019 is safe, as is Julio Rodriguez's single-round total of 41 in 2023. Both were set during the 2015-25 period, when the derby was based on time.
This year, the Home Run Derby, held on July 13 as the precursor to the MLB All-Star Game on July 14, is based on swings. That was done so players don't tire out as easily.
Buy Philadelphia Phillies tickets
The eight participants will be limited to 20 swings in the first round. Then the four semifinalists will get 15 in the next round. And the two finalists will get another 15. That adds up to 50 for the two finalists.
So Vladimir Guerrero's single-day total of 91 home runs in 2019 is safe, as is Julio Rodriguez's single-round total of 41 in 2023. Both were set during the 2015-25 period, when the derby was based on time.
This year, the Home Run Derby, held on July 13 as the precursor to the MLB All-Star Game on July 14, is based on swings. That was done so players don't tire out as easily.
Buy Philadelphia Phillies tickets
The eight participants will be limited to 20 swings in the first round. Then the four semifinalists will get 15 in the next round. And the two finalists will get another 15. That adds up to 50 for the two finalists.
4 months ago
Taylor Swift's guest appearance on now-husband Travis Kelce's podcast, New Heights, was always going to be memorable, from the fact that she announced her 12-week Billboard 200-topping album, The Life of a Showgirl, on the episode to the rare insight she shed on her personal life. But unbeknownst to the pop star at the time, it was also a precursor to one of the biggest moments of her life: getting engaged.
And on the latest installment posted Wednesday (July 8), Travis and cohost/brother, Jason Kelce, reflected on their favorite moments of the last season of New Heights. "Starting it with Taylor — pretty epic," the Kansas City Chiefs tight end said, naturally.
More from Billboard
Here's Everything We Know About Taylor Swift & Travis Kelce's Wedding
Taylor Swift Sang Part of Her Wedding Vows, While Travis Kelce Was 'Crying' Through His
And on the latest installment posted Wednesday (July 8), Travis and cohost/brother, Jason Kelce, reflected on their favorite moments of the last season of New Heights. "Starting it with Taylor — pretty epic," the Kansas City Chiefs tight end said, naturally.
More from Billboard
Here's Everything We Know About Taylor Swift & Travis Kelce's Wedding
Taylor Swift Sang Part of Her Wedding Vows, While Travis Kelce Was 'Crying' Through His
4 months ago
It didn't take long for ***** e Exploration Technologies (NASDAQ: SPCX), popularly known as ***** eX, to make a major move after its initial public offering. Fresh off raising $86 billion from the IPO, it announced that it's acquiring Anysphere, the developer of the AI-powered code editor Cursor. It's a $60 billion purchase that will be paid for entirely in new shares of ***** eX stock, and it's expected to close in the third quarter. Here's why that's a big deal, and what it means for shareholders.
There are various reasons investors are enthusiastic about ***** eX, but its artificial intelligence (AI) business probably doesn't top the list. People are excited about Elon Musk, his vision for a multiplanetary humanity, ***** e travel, and even the Starlink satellite broadband business. But ***** eX only acquired xAI -- the part of the company that holds its AI segment -- earlier this year, and while it generated $818 million in revenue in 2026's first quarter, it also reported a $2.5 billion operating loss.
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 »
However, an investment in ***** eX really is an investment in AI. Musk and Co. view the company as having what they say is "the largest actionable total addressable market in human history" -- $28.5 trillion.
And if you think that's all based on ***** e and satellites, it's actually nearly all based on their outlook for AI. The company ***** erts that it has $26.5 trillion in AI opportunities, and $22.7 trillion of that is in "enterprise applications."
There are various reasons investors are enthusiastic about ***** eX, but its artificial intelligence (AI) business probably doesn't top the list. People are excited about Elon Musk, his vision for a multiplanetary humanity, ***** e travel, and even the Starlink satellite broadband business. But ***** eX only acquired xAI -- the part of the company that holds its AI segment -- earlier this year, and while it generated $818 million in revenue in 2026's first quarter, it also reported a $2.5 billion operating loss.
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 »
However, an investment in ***** eX really is an investment in AI. Musk and Co. view the company as having what they say is "the largest actionable total addressable market in human history" -- $28.5 trillion.
And if you think that's all based on ***** e and satellites, it's actually nearly all based on their outlook for AI. The company ***** erts that it has $26.5 trillion in AI opportunities, and $22.7 trillion of that is in "enterprise applications."
5 months ago
In the early days of online shopping, Amazon (NASDAQ: AMZN) was a simple website that sold books. In the years that followed, the company expanded its marketplace into a more comprehensive e-commerce platform. That eventually helped pave the way for the launch of its cloud infrastructure platform, Amazon Web Services (AWS). This chain of events quietly turned Amazon into an essential digital infrastructure provider -- driving trillions of dollars in market value.
Elon Musk's ****** e Exploration Technologies (NASDAQ: SPCX) is following a similar path. While ****** eX began with rockets that made it cheaper to get payloads into orbit, the company now also offers global internet connectivity through its Starlink business and is building large artificial intelligence (AI) data centers.
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 »
SpaceX's long-term goal is to create a comprehensive suite of tools that power the entire AI economy. Recent steps, including its merger with xAI and its acquisition of Cursor AI, are speeding this process up.
SpaceX oversees the complete sequence required to deliver all aspects of the AI infrastructure value chain. The company's rockets handle the launches that place equipment into orbit. Starlink's broadband satellites provide a global connectivity network that can link AI systems with end users. And on the ground, ****** eX is deploying large clusters of servers dedicated to training AI models.
Elon Musk's ****** e Exploration Technologies (NASDAQ: SPCX) is following a similar path. While ****** eX began with rockets that made it cheaper to get payloads into orbit, the company now also offers global internet connectivity through its Starlink business and is building large artificial intelligence (AI) data centers.
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 »
SpaceX's long-term goal is to create a comprehensive suite of tools that power the entire AI economy. Recent steps, including its merger with xAI and its acquisition of Cursor AI, are speeding this process up.
SpaceX oversees the complete sequence required to deliver all aspects of the AI infrastructure value chain. The company's rockets handle the launches that place equipment into orbit. Starlink's broadband satellites provide a global connectivity network that can link AI systems with end users. And on the ground, ****** eX is deploying large clusters of servers dedicated to training AI models.
5 months ago
Elon Musk is known for building companies from scratch or joining them at a very early stage. But he is not known for acquisitions, certainly not for strategic reasons. In 2022, Musk bought Twitter (now called X) for $44 billion to amplify his ideas, protect "free speech," and build an "everything app."
This is where ******* eX's impending acquisition of Cursor for $60 billion stands out. Grok — xAI's generative AI platform, which competes with the likes of Anthropic's Claude Code and OpenAI's Codex — has not been able to attract developers to the extent the firm would have desired. That's a gap Musk believes Cursor will fill.
Dear Microsoft Stock Fans, Mark Your Calendars for June 30
Dear Walmart Stock Fans, Mark Your Calendars for June 22
Nothing Seems to Be Going Right for Meta Platforms. How to Play META Stock Here.
This is where ******* eX's impending acquisition of Cursor for $60 billion stands out. Grok — xAI's generative AI platform, which competes with the likes of Anthropic's Claude Code and OpenAI's Codex — has not been able to attract developers to the extent the firm would have desired. That's a gap Musk believes Cursor will fill.
Dear Microsoft Stock Fans, Mark Your Calendars for June 30
Dear Walmart Stock Fans, Mark Your Calendars for June 22
Nothing Seems to Be Going Right for Meta Platforms. How to Play META Stock Here.
