NFLX shares have fallen 33% year to date to near their 52-week low, despite a Q3 operating margin of 34.6% and a record $4.8 billion buyback quarter.
Netflix's 29% operating margin dwarfs Disney's (DIS) 15% and Spotify's (SPOT) 13%, yet its P/E multiple sits far closer to Disney's than Spotify's.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Netflix didn't make the cut. Enter your email to see the names that beat NFLX. The report is free. Enter your email and see if any of your stocks made the cut.
Netflix (NASDAQ:NFLX) spent 2026 extending its reach. It added live NFL games, built its own ad technology and brought outside networks onto its platform.
The stock fell anyway, and that gap is why the setup deserves a closer look. The 24/7 Wall St. price target for Netflix is $76.26, which means 22.9% upside from $62.05.

#netflix #Stock #spot

Bryce Young and the Carolina Panthers had a rough night in ****** letown.
They have now lost two games in a row, as they followed up their Week 7 loss to the Tampa Bay Buccaneers at home with a 27-19 defeat at the hands of Jordan Love and the Green Bay Packers in Week 8's edition of Thursday Night Football at Lambeau Field in Green Bay.
Young struggled in the pocket, largely because of the relentless pressure from the home team's pass rush unit. The former Alabama Crimson Tide star signal-caller was sacked for a total of six times for a loss of 33 yards. Young finished with just 209 passing yards and a touchdown against an interception on 23/41 pass completions.
The ugly loss to Green Bay left Young with a clear message about how Green Bay dominated his team.
"They executed better," Young said after the game, via Mike Kaye of ESPN. "A lot of stuff was on film, but they just do a really good job of disguising. They're a really good defense. So, we have a lot of respect for them. They were better than us today, for sure. They deserve that win. We should have been better. We've just got to execute better — that's all it is."

#green #really

Toronto Raptors star Kawhi Leonard is expected to be out for a few weeks after suffering a knee injury.
The 35-year-old is a phenomenal basketball player, but injuries have regularly affected him over the course of his career.
That has led to some criticism recently, but Charles Barkley has noticed a trend with Leonard that actually deserves some praise.
Leonard was recently branded as the 'worst superstar in the history of sports' by Stephen A. Smith after news emerged about his injury.
The ESPN host accused him of getting paid without working because of the number of games he has missed throughout his career.

#injury #Career #recently #kawhi

Panthers most to blame for Thursday Night Football loss to Packers appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Carolina Panthers had enough opportunities to make Thursday night interesting. Too bad they spent too much of the game making life difficult for themselves. Their defense generated some timely stops, and Chuba Hubbard delivered a productive performance. Bryce Young even produced a late touchdown to keep hope alive. None of it was enough, though. A six-sack nightmare, an inconsistent quarterback performance, and communication problems in the secondary combined to doom Carolina in a 27-19 loss to the Green Bay Packers.
Jeff Hanisch-Imagn Images
Carolina's offensive front deserves the biggest share of the blame for this loss. Green Bay brought consistent pressure and sacked Young six times. They repeatedly disrupted the timing of an offense that needed to establish some rhythm. The Panthers could not reliably protect the pocket. That turned too many passing situations into survival exercises.
The damage went beyond the sack total. Every time Young had to escape pressure, Carolina's receivers had less time to complete their routes and find open ****** e. The Packers could attack aggressively, knowing their rushers had a good chance of reaching the quarterback. That allowed Green Bay to dictate the terms of the matchup.

#packers #young #clutchpoints #blame

Scarlets director of rugby Nigel Davies believes Macs Page is destined to earn his first Wales cap "sooner rather than later" after his late international call-up.
Page, who Davies previously highlighted as the first name on the Scarlets team sheet, has been called up to replace injured Dragons wing Rio Dyer.
The 21-year-old has enjoyed an impressive start to the 2026-27 season, scoring five tries, and will hope to shake off a head injury to earn his maiden cap.
Wales return to Nations Championship action next month, with home fixtures against **** an, New Zealand and Australia before meeting a southern hemisphere opponent on finals weekend at Twickenham.
"It's fully deserved. He's a special player, and I think we will see him play for Wales sooner rather than later, personally," said Davies.

#rather

KevinVallejos can't believe how much he'll earn under his newUltimate Fighting Championship contract.

Vallejos revealed that he signed a new deal ahead of his pivotalclash against AljamainSterling at UFC Qatar on Nov. 21 at ABHA Arena in Doha. The Argentine alsoclaims a ****** le shot awaits if he beats the former bantamweightchampion.
Vallejos (18-1) announced the agreement in a pair of social mediaposts.

"WE just signed a new deal with the UFC," Vallejos wrote on X. "Ican't believe how much money I'm getting paid to fight."

After defending his ****** le at UFC 333, featherweight champion AlexanderVolkanovski said Sterling (26-5) deserves the next ****** le shotif he beats Vallejos. However, the Australian identified Jean Silva(18-3) as the next contender if Sterling loses to "El Chino."

Vallejos, meanwhile, is confident he'll secure that opportunitywith a victory at UFC Qatar.

"Guys if WE beat Sterling, WE get Volk," Vallejos posted on X.

Silva handed Vallejos his lone professional loss in his firstDana White's Contender Series appearance in 2023. Vallejosreturned the following year and earned a UFC contract with afirst-round knockout. He has since won all four of his UFC bouts,finishing three opponents.

#he 'll

Jaylen Brown's talk with Daniel Radcliffe offered lessons beyond basketball appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
Jaylen Brown had plenty to say about basketball during his conversation with Daniel Radcliffe. The more interesting question, however, concerned how much power he plans to give everyone who talks about him.
Across discussions about personal recognition, public criticism, and Harry Potter, the Philadelphia 76ers forward returned to a consistent idea: Other people can judge him, but he gets to decide which judgments deserve his attention.
That distinction gave their October 29 podcast appearance substance beyond the unexpected pairing. Brown offered an approach to ambition that leaves room for achievement without making approval the ultimate destination.
Watch sports LIVE with fuboTV (free trial)

#brown #preferred

From time to time, it can feel like a lot of our most beloved celebrities and historical figures are dying at the same time. It has happened so often that now people expect famous people to die in threes, even when there's no reason for that.
And while all deaths are equally sad, it's true that some of them get way more media coverage and reactions, especially in the modern internet era. Looking through history, you might notice that some figures didn't get the homages they deserved only because another, more relevant figure happened to die on the same day.
So, here are some historical deaths overshadowed by other, more important deaths.
Wikimedia Commons - eBay
The Magnificent Seven and OG Westworld star died on the same day as legendary actor Orson Welles.

#same #happened

Many cannot understand why Shea Lacey has not featured in the last four Manchester United games.
The last time the academy graduate played, he produced an eye-opening performance against Leeds. He received the ball with his back to goal, turned sharply, and carved out just enough ****** e to whip a composed left-footed strike past the Brighton defenders and goalkeeper, breaking the deadlock.
United may have lost that game and been knocked out of the Carabao Cup, but Lacey's performance, crowned by a beauty of a goal, should have strengthened his case for starts and more minutes. Instead, Michael Carrick has rewarded that display by gluing him to the bench.
That has been baffling. In every game since, United have been crying out for a goal, a spark, or something different from the bench. Yet Carrick has ignored him while the team struggles to score, managing only three goals despite creating plenty of chances.
One of JJ Gabriel's biggest concerns, and his reason for wanting out, is that he is not being guaranteed the game time he believes he deserves. Would the Lacey treatment give him, or any other academy star, hope of a key role under Carrick?

#goal #lacey

Sevilla players Juan Iglesias and Kike Salas have criticised the refereeing following their side's 4-1 defeat to Real Madrid, with both questioning why the officials did not intervene over an alleged elbow by Arda Guler on Peque during the first half.
The incident became a major talking point after Real Madrid took control of the contest through goals from Guler and Kylian Mbappe.
The Sevilla players believe the contact on Peque should have been reviewed and potentially resulted in a red card, while Iglesias also highlighted a separate challenge involving Robbie Ure during Mbappe's goal.
Iglesias argued that the incident involving Guler and Peque deserved closer scrutiny, explaining that Sevilla's players had discussed the contact during half-time.
While stopping short of declaring the decision definitively incorrect, the defender made clear that he believed a foul had occurred.

#peque #incident #contact

Shakhtar goalkeeper Dmytro Riznyk says his side are preparing for a difficult Champions League meeting with Inter at San Siro on Wednesday 21 October.
According to FCInterNews, Riznyk spoke to UPL.TV after Shakhtar's domestic victory over Kolos, describing the result as useful preparation for the Milan trip. He said the team had prioritised winning and avoiding concessions, with the Champions League fixture already in view.
Dmytro Riznyk – Photo: Oleg Dubyna Олег Дубина / CC BY-SA 4.0
The goalkeeper's comments set out Shakhtar's immediate focus rather than making a prediction about the match. His message was that the win mattered, but the squad had now shifted its attention to Inter.
Sport.ua's account of the UPL.TV interview identifies the domestic result as a 2-1 win over Kolos in the ninth round of the Ukrainian Premier League. It also reports Riznyk's view that Shakhtar controlled the game and deserved the victory.

#league #kolos #result

Sevilla manager Luis Garcia Plaza has strongly criticised the refereeing after his side's 4-1 defeat to Real Madrid, arguing that Arda Guler should have been sent off following an alleged elbow on Peque during the first half.
The Sevilla coach believes the decision deprived his team of a fair opportunity to compete at the Santiago Bernabeu, insisting the match should have continued with Real Madrid down to ten men from around the 25th minute.
Although Garcia Plaza acknowledged that Real Madrid deserved to win with both teams at full strength, he questioned how the contest might have unfolded had the Turkish midfielder been dismissed.
The incident involving Guler and Peque became the central issue in Garcia Plaza's post-match ****** sment.
The Sevilla forward appealed after being struck while the two players were running towards goal, but the referee did not send off the Real Madrid midfielder.

#guler #peque

The Cowboys spent their mini-bye week promising changes aplenty, and several were obvious as Sunday's Week 6 contest got underway: Mike Pettine as a senior defensive ***** istant, Malachi Lawrence announced pregame as a starter over Donovan Ezeiruaku, Brevyn Spann-Ford getting at least the ceremonial intro-yourself-on-TV first-snap nod over Jake Ferguson.
But literally starting with the opening kick, it was just more of the same for the free-falling Cowboys... only worse. The Cowboys dropped the game by a 23-13 score that was never really that close and saw their season record sink to 2-4, a mark that on paper gives them far more respectability than they deserve.
With Christian Parker still on the sidelines but Pettine observing from the coaches' booth (on his sixth day on the job), the unit seemed to show a bit more hustle and fire, but the Cowboys' defensive results nevertheless looked awfully similar to their first five games.
In a dominant first half that was enough to decide the night, Green Bay handily won the time of possession battle, racked up 15 first downs, converted nine of their 10 third-down plays, didn't punt at all, and amassed 225 yards of offense, at a clip of almost six yards per snap.
The Packers held onto the ball for 6:30 on their opening possession, a 14-play drive that actually covered 105 yards and landed in the end zone. A 15-play drive going for 83 yards and eating up 8:17 would soon follow, further continuing a trend of the Dallas defense being unable to get themselves off the field. Along the way, they allowed Green Bay to convert to a pair of 3rd-and-13s, a pair of 3rd-and-8s, and a pair of 3rd-and-6s.

#pettine #green

3 Cowboys to blame for ugly Week 6 NSFW loss to Jordan Love, Packers appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Dallas Cowboys headed to Lambeau Field for a matchup between two all-time NFL powerhouses and were summarily defeated by Jordan Love's team, on a night that included a crazy Dee Winters overturned interception. Ex-Packers DT Kenny Clark turned in a strong performance, but it wasn't enough as the Packers won, 23-13.
The loss sent Dallas to 2-4 on the season and had fans wondering exactly who was to blame. The Cowboys' defense certainly deserves some, but this night was mostly about the Cowboys' anemic offense. Offensive coordinator Klayton Adams' unit was mostly a no-show. Although Dak Prescott had a decent amount of passing yards, he failed to spark much excitement, or to keep up with Love and the Packers in another disappointing effort.
Here are three Cowboys to blame after Sunday night's debacle at Lambeau Field.
Watch sports LIVE with fuboTV (free trial)

#packers #jordan #love

Week 6 wasn't a week of huge unknown shifts, but of incremental gains on the field. Thus, we don't have a lot of clear steps forward, but players who could get there in the near future. We also have a lot of mess for Stock Down. We'll fetch Marie Kondo.
We don't know when Saquon Barkley will return from his hamstring injury. It could very well be Week 7 with an extra recovery day. But what we do know is that Will Shipley and Tank Bigsby are on injured reserve, and Pierce just played a game in which he took 61-of-64 offensive snaps. Even if Barkley comes back at full strength, there's room for Pierce to be on fantasy rosters as the stash bench back.
Dameon Pierce punches it in for the Eagles touchdown

CARvsPHI on CBS/Paramount+
Stream on NFLPlus pic.twitter.com/D40ljFXa7E
But I don't know that I'd believe Barkley is especially close to returning after not practicing at all last week, and even if he plays in Week 7, I bet they'll take it at least a little easy on him. Pierce's role could vary wildly depending on how Barkley's week of practice goes. But no matter how it ends up, he probably deserves to be rostered in most leagues at this point. Yes, even with the Eagles offense being run by Tanner McKee.
Leading the Jets with 103 yards and a touchdown in his first game off injured reserve, Cooper is now definitely something. He's probably at the very least deserving of a 12-team roster spot. But beyond that, I'm not entirely sure what to expect from him. Adonai Mitchell could come back at any moment, and Mitchell looked good early in the season before his finger injury sidelined him.

#pierce

Duke cornerback Kimari Robinson has publicly apologized for swatting at a female trainer who was tending to one of his teammates. The incident, which was captured on the broadcast and went viral, occurred during the Blue Devils' loss to UNC on Saturday after Duke safety DaShawn Stone went down in a scary moment.
In a statement posted to social media, Robinson apologized for his conduct, saying that he had also apologized to the trainer in private after the game.
"I want to publicly apologize to the member of our training staff for how I acted toward her during Saturday's game. I was completely wrong, and she did not deserve that," Robinson wrote. "Immediately after the game, I apologized to her personally and checked to make sure she was okay."
Robinson added that his outburst stemmed from worry about Stone, who Robinson said "is like family."
"I was scared he might be seriously hurt. But being worried about him does not excuse how I treated her. I should have controlled my emotions, and I didn't," Robinson continued. "I'm truly sorry for my actions and for letting her, myself and our program down. I have to be better than that."

#game

Duke football defensive back Kimari Robinson apologized after he received backlash for swiping at a team trainer trying to attend to an injured player.
During Duke's rivalry game against North Carolina on Saturday, Oct. 17, Dashawn Stone was injured in what looked like a serious injury, and Robinson went to check in on his teammate.
However, when a trainer came on the field to help, Robinson swiped his arm at the staffer, who looked to be shaken by it as she tried to attend to Stone.
The moment went viral on social media with Robinson receiving backlash for his actions.
"I want to publicly apologize to the member of our training staff for how I acted toward her during Saturday's game," Robinson posted on social media on Sunday, Oct. 18. "I was completely wrong, and she did not deserve that. I apologized to her personally and checked to make sure she was okay. The injured player on the ground, DaShawn Stone, is like family to me, and I was scared he might be seriously hurt. But being worried about him does not excuse how I treated her. I should have controlled my emotions, and I didn't.

#dashawn #attend

Exes Tarek El Moussa and Christina Haack got some backlash after surprising daughter Taylor with a $150,000 BMW X5 M ahead of her 16th birthday. Now, Tarek, 45, and wife Heather El Moussa have revealed why the trio splurged on the lavish gift.
"Well, it turns out, as a father, when your daughter kicks [expletive], gets a 4.2 GPA, is MVP of the soccer team, you really want to surprise her," the HGTV star explained to E! at the Virtual Reali-Tea Awards in New York on October 6. "So, dad, stepmom, mom, we all surprised her."
"She's a good girl. She deserves it. She works really hard," added Heather, 39.
"She's the best kid. She didn't ask for it. We gave it to her. There's a big difference," Tarek continued, as the Selling Sunset star said the teen was "very grateful" and "cried" upon receiving the pricey present.
instagram.com/christinahaack

#really

Another reality TV showmance bites the dust.
"The Challenge" star Cory Wharton and Taylor Selfridge have broken up after nine years, the pair announced in separate statements shared on social media Thursday, Oct. 8.
The pair, who met on Season 1 of MTV's "Ex on the Beach," will coparent their two daughters though they are not splitting on the best of terms.
"Yes I left. I was sick of not getting basic respect from the person I was with for 9 years and the father of my twochildren. I'm sure everyone could tell the last few years," Selfridge wrote in her statement shared on her Instagram Story. "I deserve more than that and I'll get it. End of story."
Wharton shared a more positive statement on his Instagram Story, looking ahead at a new chapter with "Just me and my girls. ❤️"

#story #selfridge #pair

Tarek and Heather Rae El Moussa explain why they gifted Tarek's daughter Taylor a car for her birthday
Tarek says Taylor did not ask for the gift and was surprised when her parents gave her the car
Tarek shares Taylor and son Brayden with ex Christina Haack and son Tristan with Heather
Tarek and Heather Rae El Moussa are sharing why they gifted his daughter Taylor a car for her 16th birthday.
While speaking to E! News in a joint interview at Page Six's 2026 Virtual Reali-Tea Awards in New York City on Tuesday, Oct. 6, the couple shared that they felt that Tarek's daughter Taylor deserved to be spoiled for her sweet 16.

#heather #daughter #gifted

Former Fox News anchor Megyn Kelly unleashed a tirade at Olivia Rodrigo on Monday (October 5), telling the pop star to "shut up and stick to singing" after she spoke out about the Cornell 7 case.
"Olivia, in sum, you don't know what the f*** you're talking about. Shut up and stick to singing," Kelly said on her SiriusXM show, per Variety. "I liked you better when you were in front of a microphone singing your weird little depressing songs."
On Sunday (October 4), Rodrigo shared a post on her Instagram Story supporting the Jane Doe at the center of the Cornell 7 lawsuit. "Shame on Cornell and on every institution who protects rapists and abusers over women," the "drivers license" singer wrote. "I stand with Jane Doe. Her bravery reverberates across the country and the crimes against her will not go unpunished."
She added, "What she lived through matters, and so does the failure of those who could have intervened but chose not to. She deserves answers, consequences, and lasting change."
Rodrigo was talking about the lawsuit filed against Cornell University by an unnamed student, who accused seven men of raping and drugging her at a frat house party in October 2024. Her lawsuit claims that the university failed to protect her and instead protected the perpetrators.

#lawsuit #jane

Demi Moore says she didn't think of her fight to be paid $12.5 million for Striptease as "fighting for something."
Moore became the highest-paid actress in '90s Hollywood for the film, and asks now, "Why should I not get equal to what I deserve?"
Looking back on the controversy, the Oscar nominee reflected in 2024, "I was extremely shamed."
Demi Moore is looking back on the controversy that flared up after she became the highest-paid woman in Hollywood for Striptease.
The scandalous 1996 film starred Moore as Erin Grant, a former FBI secretary who turns to exotic dancing to raise funds to win back custody of her young daughter. The content of the film, directed by Blazing Saddles co-writer Andrew Bergman, was contentious enough, but public sentiment truly whipped up around the details of Moore's payout for her work.

#back #became

Gypsy Rose Blanchard had a clear vision for another trip down the aisle: a big wedding, a poofy dress, and her family there to celebrate. Months before Ken Urker's death, Blanchard opened up about the wedding she hoped to have with him after their years of separation and eventual reunion. Having married her first husband inside a prison visitation room, she wanted a very different experience the next time around. Urker was found dead at a Louisiana residence on October 1, his 34th birthday. Authorities have said the investigation into his death remains ongoing.
View this post on Instagram
A post shared by Ashley Jones (ashley8470jones)
During a May interview with TMZ, Blanchard discussed her hopes for a future wedding with Urker. "I don't want to have a quick wedding, I want to have the big wedding," she said.
Blanchard wanted the dress and the chance to gather her loved ones for the occasion. She also recalled where her first marriage began, explaining why she wanted a larger celebration. "I want to have the poofy dress, I want to have the family there, because my first marriage, I got married in the visitation room by the bathroom of a prison," Blanchard continued at the time. "I deserve my wedding."

#dress

GOOG trades at a P/E of 14 versus META's 24, with Cloud revenue surging 82% while META's operating margins collapsed from 43% to 31%.
META's Reality Labs bleeds roughly $4B per quarter, 2026 capex is projected between $130B and $145B, and active litigation makes it a volatile aggressive-growth bet rather than a retirement hold.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Google didn't make the cut. Enter your email to see the names that beat GOOG. The report is free. Enter your email and see if any of your stocks made the cut.
Alphabet (NASDAQ:GOOG) and Meta Platforms (NASDAQ:META) just unleashed rival consumer AI agents (Google's family-focused CC, a shared agent supporting up to six family members, and Meta's single-user Muse, aiming for higher autonomy across a user's digital life, including commerce), and the retirement-focused investor writing one check today needs a clear answer: which mega-cap deserves the slot?
Both stocks are pouring tens of billions into AI infrastructure. Both consumer AI agents (not just chatbots) are designed to take real actions on a user's behalf rather than only answering questions. However, CC is a family-oriented productivity and logistics agent tightly tied to the Google ecosystem. Muse is a more general-purpose personal agent aiming for higher autonomy across a user's digital life, including commerce. They compete in the emerging "AI agent that actually does things" category, but target different use cases and user models.

#stocks #family

It's been a disappointing couple of years for shareholders of biotechnology outfit CRISPR Therapeutics (NASDAQ: CRSP). This stock's barely up since the end of 2022, lagging the broad market's gains. It's not the performance that investors keeping tabs on this company were expecting, given its potential.
Don't be discouraged, though. While still speculative like most young biotech names, CRISPR Therapeutics remains a compelling prospect for investors who can stomach the risk and its inevitable volatility. Here's why.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
On the off-chance you're reading this and aren't already familiar with the company, CRISPR Therapeutics is a drug developer that specializes in gene editing.
It's probably an area you've heard a great deal about. No gene-editing drugs were actually on the market in the United States until CRISPR Therapeutics' Casgevy was approved by the FDA as a treatment for sickle cell disease in late 2023. Any and all gene therapies currently on the market followed this pioneer's foray. Being first is a well-deserved accolade for the company, too, which was co-founded by Dr. Emmanuelle Charpentier, who was one of the co-discoverers of the CRISPR/Cas9 gene-editing mechanism that makes Casgevy work.

#crispr #gene #company

On August 6, Millicom International Cellular (NASDAQ:TIGO) released its second-quarter 2026 results, and the numbers pulled in two directions at once. Revenue jumped 59.4% year over year to $2.18 billion, while Adjusted EBITDA crossed $1 billion for the first time in the company's history at $1.01 billion, up 58% from a year earlier. Yet net profit attributable to company owners fell 83.9% to just $109 million. Investors weighing this quarter have to decide which of those two stories actually describes the business.
The headline figures are hard to ignore. Service revenue reached $2.04 billion in the quarter, up 60.1% year over year, while H1 2026 revenue climbed to $4.16 billion from $2.74 billion a year earlier, a 52.3% increase. Equity free cash flow hit a quarterly record of $327 million, up 50.1% from a year ago, and leverage actually fell to 2.73x even after Millicom absorbed acquisitions in Colombia, Ecuador and Uruguay. That combination, rising cash generation alongside falling leverage during an acquisition spree, is the kind of signal that tends to matter more than a single quarter's headline growth rate.
Management is backing that signal with cash. Millicom already declared a $3.00 per share dividend in May, to be paid out quarterly over the next 12 months, and on August 5, the board approved an additional interim dividend of $1.50 per share, split into two $0.75 installments due January 15, 2027, and April 15, 2027. The company also raised its full-year 2026 equity free cash flow guidance from at least $900 million to around $1.1 billion, while lowering its year-end leverage target from about 2.5x to below 2.5x. CEO Marcelo Benitez pointed to Ecuador and Uruguay as evidence the integration playbook works, saying both markets have reached margins and cash generation broadly in line with the Millicom average, with Colombia and Chile now showing early improvement on the same path.
Strip out the acquisitions, and the picture looks far less dramatic. Organic revenue growth was just 4.3% in the quarter and 4.2% for the first half, a fraction of the 59.4% and 52.3% reported figures. Most of what shows up in the headline number is Millicom buying its way to a bigger top line, not the existing business accelerating on its own.
The profit line raises a separate question. Net profit attributable to company owners dropped to $109 million from $676 million a year earlier, and the first-half figure fell 74.9% to $218 million from $869 million, even as EBITDA and cash flow set records over the same stretch. That gap between a surging EBITDA number and a collapsing bottom line is the kind of divergence that deserves scrutiny rather than a shrug. Capital spending is climbing too, up 51.2% to $234 million in the quarter and 48.8% to $426 million for the half, running well ahead of the organic growth rate it is meant to fund. And the balance sheet is still in motion: in July 2026, Bolivia took on five new local bank loans totaling roughly $44 millio

During market uncertainty, cautious investors may feel compelled to sell everything while they wait for the dust to settle. But Ross Gerber believes that, to paraphrase Rudyard Kipling, if you can keep your head when everyone else is losing theirs, you'll reap even bigger rewards.
The Gerber Kawasaki CEO says that while inflation, higher bond yields, oil prices, and Federal Reserve rate hikes can pressure stocks, he does not think investors should abandon equities wholesale. Instead, he advocates for a more defensive approach.
He recommends investors trim holdings with valuations that look stretched relative to their growth, build reserves in cash and short-duration fixed income **** ets, and keep long-term positions in companies that he believes still have strong earnings support, such as Nvidia.
And for investors trying to navigate an environment where corporate earnings remain strong while macroeconomic risks pressure stock valuations, that distinction matters. Gerber's framework is less about calling the market's next move than deciding which risks a portfolio can absorb—and which positions still deserve capital.
Here is a closer look at Gerber's defensive-focused strategy.

#gerber #pressure #still

Cadence Design Systems (CDNS) trades at 54.5 times trailing earnings. A multiple that high is a requirement rather than an opinion. The price only works if the business grows into it, and you can work out exactly how much growth it takes. The harder question is whether that calculation deserves your trust here.
What Is Cadence's Price Already ***** uming?
Three things have to be true, and none is a forecast. Each is an ***** umption the price has already made, and each one is worth testing.
First, the market gives Cadence four years to grow into the multiple. Second, the multiple then settles at 28.8 times, where a mature, scaled software franchise usually lands. Third, net margin holds near 24.3%, roughly where Cadence's net margin has run over the past twelve months.
So How Fast Would Cadence Have To Grow?

#times #design

Wall Street spent years debating whether crypto deserved a place inside the financial system.
Franklin Templeton increasingly thinks that debate has it backwards. The more important question may be how much of the existing financial system eventually starts behaving like crypto.
For Chris Perkins, head of Franklin Crypto, the shift is already underway.
"Every institution is integrating blockchain technology in one way, shape or form," Perkins told Coinage. "Market structure is changing overnight. We will be in an era of 24-seven markets. If you're not 24-seven capable, you'll be left behind and someone else is going to eat your lunch."
That is a notably aggressive prediction coming from Franklin Templeton, one of the world's largest traditional ***** et managers. But Franklin has increasingly been putting money behind that conviction, too.

#franklin #Crypto #seven #behind

Even before we go deeper, I want to be upfront about this. I think Dario Amodei's concerns about the pace of artificial intelligence (AI) development deserve to be taken seriously.
As the CEO of Anthropic, one of the companies building this technology, he has a front-row view of where AI is heading. That alone gives his warnings a perspective most of us don't have.
Dario Amodei published an essay **** led "We Must Pace the Frontier" on Sep. 12, 2026, calling for an intentional slowdown in advanced AI development.
He received remarkable support. OpenAI CEO Sam Altman endorsed it. Elon Musk said Amodei was "right." Even competitors in a fiercely competitive industry agreed that independent evaluators made sense.

This has been a primary topic of discussion for some time. I also think that if AI development continues at its current pace without safeguards, there is a real risk that we could eventually confront the darker side of what the technology is capable of doing.
Yes, of course, the potential benefits are enormous, but so are the consequences if its risks outpace our ability to manage them.

#pace #dario #anthropic #must