Here is every transaction for the Los Angeles Dodgers for the entire 2026 season, starting with the first day of spring training through the end of the team's postseason run.
We will keep track of every single transaction involving the 40-man roster here, including players getting called up or sent down to the minor leagues, as well as signings, trades, waiver claims, getting designated for **** ignment, or released.
Also here will be every injured list stint, though we will also track all the IL moves in their own post. We also have another post that keeps track of minor league options, with a limit of five times a player can be optioned to the minors beginning after opening day.
Each Dodgers transaction has its own section on True Blue LA, and you can click on any link below to get detailed information on each roster move. For more transactions from the 2025-26 offseason, click here. Here are all the roster moves from the 2025 season as well.
Note: On a mobile device, this table will show up best in landscape mode.

#here #track #roster #season

Nyxoah SA (NASDAQ:NYXH) announced the first patient implantation in BREATHE on September 7. The prospective, single-arm U.S. post-approval study will evaluate Genio hypoglossal-nerve stimulation in adults aged 22 or older with moderate to severe obstructive sleep apnea for whom standard-care treatments have failed, cannot be tolerated, or are unsuitable. Plans call for up to 229 patients at up to 25 centers, with follow-up lasting up to five years.
For Nyxoah SA (NASDAQ:NYXH), the milestone begins a new phase of evidence collection following Genio's August 2025 FDA approval. The co-primary effectiveness endpoints are apnea-hypopnea-index and oxygen-desaturation-index responder rates at 12 months. Device- and procedure-related serious adverse events will be **** sed at 12 months and annually thereafter. The investment question is whether that evidence can help turn clinical credibility into sustained commercial adoption.
Nyxoah SA (NASDAQ:NYXH) has an opportunity to demonstrate how Genio performs across different physicians and treatment settings. Consistent outcomes across participating centers could give referring sleep physicians and implanting surgeons greater confidence in patient selection and treatment delivery.
The product offers a distinct approach. Genio stimulates hypoglossal nerves on both sides of the tongue, using a battery-free implant powered by an external wearable. For Nyxoah SA (NASDAQ:NYXH), documenting effectiveness and safety in routine practice could help physicians **** s how that design fits their patients' needs.
Longer follow-up could also strengthen the evidence available to payers. Nyxoah SA (NASDAQ:NYXH) could use sustained responses and safety findings to support coverage discussions, while participating centers gain practical experience with implantation and follow-up. That would make BREATHE valuable beyond a single headline response rate.

#nyxoah #NASDAQ #nyxh

Investors hammered Cooper Companies (COO) on Thursday after the medtech's fiscal third-quarter sales lagged Wall Street's expectations, leading to a guidance cut.
Specifically, the CooperVision segment — which sells contact lenses — missed expectations by 4.5%, William Blair **** yst Steven Lichtman said in a report. The miss was due to destocking. Further, the company opted against selling its CooperSurgical business following a strategic review.
"The 'no sale' is a surprise after management highlighted prospective buyers on the last earnings call," he said. "With CVI (CooperVision) results also disappointing, the stock moves back into the penalty box."
On today's stock market, Cooper Companies shares toppled 14.7%, closing at 54.17. Shares are already trading well below their key moving averages, IBD MarketSurge charts show.
Cooper said it couldn't sell the surgical division due to competition for its implantable contraceptive, Paragard, an intrauterine device. In June, Organon (OGN) licensed Miudella, a rival to Cooper's non-hormonal IUD. Cooper is also facing fertility litigation, BofA Securities **** yst Travis Steed said in a note to clients.

#Companies #expectations #investors #wall

Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index's +21.5% return and the HFRX Equity Hedge Index's +10.3% return. The long book drove performance, generating a 43.2% gross contribution, while average net exposure remained relatively modest at 47%. U.S. economic growth remained resilient despite inflation concerns, elevated energy prices, and geopolitical uncertainty. Markets rallied sharply after easing U.S.-Iran tensions pushed oil prices lower, supporting renewed risk appetite. Small-cap equities benefited significantly, with Information Technology, Industrials, and Health Care leading gains, while Energy declined as crude prices fell. Year to date, the Composite returned +23.7%, slightly ahead of the Russell 2000's +22.6% and well above the HFRI Equity Hedge Index's +9.7%. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Prosper Stars & Stripes highlighted Ambiq Micro, Inc. (NYSE:AMBQ). Ambiq Micro, Inc. (NYSE:AMBQ), provides ultra-low-power semiconductor solutions, contributed to the portfolio's long book during the quarter. On September 09, 2026, Ambiq Micro, Inc. (NYSE:AMBQ) closed at $63.78 per share. Over the past quarter, Ambiq Micro, Inc. (NYSE:AMBQ) declined 0.89% and its shares gained 74.38% over the past 52 weeks. Ambiq Micro, Inc. (NYSE:AMBQ) has a market capitalization of $1.53 billion, and its stock has traded within a 52-week range of $22.12 to $91.61.
Prosper Stars & Stripes stated the following regarding Ambiq Micro, Inc. (NYSE:AMBQ) in its Q2 2026 investor letter:
"Ambiq Micro, Inc. (NYSE:AMBQ) was the second-best contributor to our long book during the quarter. Ambiq is a fabless semiconductor company that designs ultra-low power systems-on-chip (SoCs) for edge AI applications. The company's proprietary design approach delivers two to five times lower power consumption than competing solutions, a decisive advantage in battery-constrained devices like wearables, where customers include Garmin, Google, and Huawei. In semiconductors, we look for companies levered to two enduring themes: lower power consumption and miniaturization. In January, the company raised equity, signaling a step-change in revenue growth. After posting 2% year-over-year revenue growth in Q4 2025, the company reported 59% growth in Q1 2026 and guided for 75% growth for Q2. We ascribed a high single digit multiple of sales to the shares, but as the price met our bullish targets, like many stocks in this part of the market, we exited our position."

#micro

Junipero Serra takes on St. Mary's (Stockton) tonight as the 2026 high school football schedule ramps up across the country.
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Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Junipero Serra vs. St. Mary's (Stockton) clash.

#game #stockton #Football #searching

Orange Lutheran takes on Serra (Gardena) tonight as the 2026 high school football schedule ramps up across the country.
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Fans can stream the California high school football game live on the NFHS Network from a laptop, mobile device or even Smart TV apps like Amazon Fire, Apple TV, Google TV and Roku.
Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Orange Lutheran vs. Serra (Gardena) clash.

#serra #Football

Lee County takes on Colquitt County tonight as the 2026 high school football schedule ramps up across the country.
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Fans can stream the Georgia high school football game live on the NFHS Network from a laptop, mobile device or even Smart TV apps like Amazon Fire, Apple TV, Google TV and Roku.
Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Lee County vs. Colquitt County clash.

#county #colquitt #Football #live

Brunswick takes on Grayson tonight as the 2026 high school football schedule ramps up across the country.
Searching for how to watch the game live?
Fans can stream the Georgia high school football game live on the NFHS Network from a laptop, mobile device or even Smart TV apps like Amazon Fire, Apple TV, Google TV and Roku.
Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Brunswick vs. Grayson clash.

#game

Westlake takes on Prosper tonight as the 2026 high school football schedule ramps up across the country.
Searching for how to watch the game live?
Fans can stream the Texas high school football game live on the NFHS Network from a laptop, mobile device or even Smart TV apps like Amazon Fire, Apple TV, Google TV and Roku.
Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Westlake vs. Prosper clash.

#Football

Page takes on Brentwood tonight as the 2026 high school football schedule ramps up across the country.
Searching for how to watch the game live?
Fans can stream the Tennessee high school football game live on the NFHS Network from a laptop, mobile device or even Smart TV apps like Amazon Fire, Apple TV, Google TV and Roku.
Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Page vs. Brentwood clash.

#Football #fans #tennessee

Sept 10 (Reuters) - The Israeli military destroyed Hezbollah underground infrastructure at the Ali al-Taher ridge in southern Lebanon, Prime Minister Benjamin Netanyahu and Defence Minister ‌Israel Katz said on Thursday, adding that the operation completed the consolidation ‌of a security zone in the area.
Israeli forces would remain in the area to prevent the Iran-aligned Hezbollah militant group from re-establishing its presence and rebuilding its capabilities, the two officials said in a joint statement.
The Ali al-Taher ridge, about 15 km (10 miles) from the Israeli border, has become one of the most contested areas of the war between Israel and Hezbollah. Hezbollah ‌is believed to have built ⁠an underground command centre and weapons stores there, according to Lebanese security sources who spoke to Reuters in July.
Lebanon's state news agency ⁠NNA said the Israeli military carried out a powerful blast at the ridge, with tremors and the sound of the explosion felt across Nabatieh and surrounding areas.
The Israeli military said its forces had established "operational control" over the ridge, both above and below ground, before dismantling the ‌infrastructure. The network extended for more than 2 km (1.24 miles) and contained dozens of rockets, missiles and drones, as well as anti-tank missiles, mines and explosive devices, it said.

#israeli #hezbollah #minister #infrastructure

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD's Instinct MI355X GPUs and EPYC CPUs directly with Cisco's Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. Beyond this immediate launch, the trio plans to deploy up to 250 MW of capacity powered by next-gen AMD MI400 Series GPUs starting in 2027, staying on track for a massive 1 GW platform by 2030.
The milestone highlights how compute and networking have fused into a single market. But financially, AMD and Cisco present two very different investment profiles.
Advanced Micro Devices, Inc. (NASDAQ:AMD)'s Q2 2026 results demonstrated massive top-line expansion, driven almost entirely by data center demand. Revenue surged 50% year-over-year to $11.5 billion, while non-GAAP EPS rose 82% to $1.66. Its Data Center segment alone more than doubled to $6.7 billion (+107% YoY), accounting for 58% of total revenue as EPYC server chips and Instinct GPUs continue to gain enterprise traction.
Cisco Systems, Inc. (NASDAQ:CSCO)'s Q4 and full-year FY2026 report reflected a mature cash-flow powerhouse capturing an architectural transition. Q4 revenue grew 18% YoY to a record $17.3 billion, pushing full-year revenue up 12% to $63.3 billion. Non-GAAP EPS for Q4 reached $1.22 (+23%), with FY2026 non-GAAP EPS hitting $4.33. Cisco logged $9.3 billion in AI infrastructure orders for the fiscal year (up 4.5x YoY) and maintained a non-GAAP operating margin of 35.9%, generating $14.2 billion in annual operating cash flow.
While AMD clearly leads on top-line growth velocity, Cisco holds the upper hand in raw profitability, structural gross margins (66.3%), and shareholder return via capital repurchases and dividends.

#revenue #advanced

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The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)

#listen #market #talks #technology

Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition. A September 2 report from MacRumors highlighted a key milestone: Apple notified developers that universal Mac App Store apps requiring macOS 13 or later can now drop support for Intel-based Macs. Removing Intel binary slices simplifies app development and reduces download sizes. While symbolic, the move underscores Apple's completed transition to Apple Silicon and highlights Intel's diminishing footprint within Apple's high-margin ecosystem.
Financially, Apple is faring significantly better than Intel.
For Q3 2026 (ended June 27, 2026), Apple reported record quarterly revenue of $109.4 billion, up 16% year-over-year, driven by double-digit growth across iPhone, Mac, and Services. The company's gross margin reached 50.1%, supported by a 2 percentage point favorable impact from tariff refunds. Diluted earnings per share (EPS) surged 29% year-over-year to $2.02, which included a $0.11 favorable boost from tariff refunds. Operating cash flow and active installed base both set new June quarter records.
Intel's Q2 2026 financial results (ended June 27, 2026) delivered $16.1 billion in quarterly revenue, up 25% year-over-year, marking its fastest top-line growth in over 15 years. Intel reported a GAAP net loss of $11.0 billion (GAAP EPS of -$2.16), largely driven by non-cash charges and mark-to-market adjustments. However, on a non-GAAP basis, net income reached $2.2 billion ($0.42 diluted EPS), nearly doubling consensus expectations. Non-GAAP gross margin expanded to 41.8% (40.4% GAAP) on strong product mix and factory yields.
Apple's bull case centers on expanding Services margins, strong ecosystem lock-in, and the potential for Apple Intelligence to drive further demand and engagement across iOS and macOS devices, supporting high-margin growth. On the other hand, Apple faces risks from elevated valuation multiples, sluggish growth in Greater China, where Q3 revenue reached $14.7 billion, and ongoing global antitrust scrutiny over App Store fees.

#revenue

Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.

#iphone #foldable #launch #aapl

Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the newest leg of the story runs through the data center, and management has already put a number on it.
Qualcomm Once Told You The Laptop Chip Had Redefined Computing
The Snapdragon X Series was the flagship of that older story. Two years ago management said those platforms had redefined personal computing.
Management no longer leads with that story. In the fiscal Q3 2026 call, delivered on July 29, 2026, the PC gets two passing lines: a growing share of design wins in AI-first laptops and Project Solara, a chip-to-cloud platform being built with Microsoft for agent-first enterprise devices. Both are real. Neither carries a revenue figure.
Qualcomm Nearly Doubled Its Non-Handset Target Without Naming The Laptop

#first

Apple's (AAPL) rivals in China are not waiting for it to make the first move. Just days before Apple's anticipated debut of its first foldable iPhone at its Sept. 9 event, Huawei and Xiaomi (XIACF) rolled out premium foldable devices of their own.
The timing gives both companies a chance to grab attention before Apple's launch. Huawei is launching the Mate XT 2, a trifold device that packs a phone and a tablet-sized screen into one body, while Xiaomi is close behind with the Xiaomi 18 Fold, a passport-style handset that looks a lot like what Apple is expected to show. So, both companies are trying to enter the high-end foldable market before Apple arrives.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock

#xiaomi #huawei #aapl

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback in June as momentum waned and investors anticipated potential interest rate hikes by the Federal Reserve. Growth and AI stocks outperformed value stocks, while large-cap companies generally surpassed small- and mid-cap stocks. Underperformance was noted in healthcare and communication services, while industrials, particularly in aerospace and defense, contributed positively to performance. The fund's investor class returned 16.38%, slightly below the Russell 1000 Growth Index's 16.74%. The investment approach focuses on bottom-up financial ******* ysis to identify large-cap companies with long-term earnings growth potential, while aiming to mitigate non-financial risks. Please review the Fund's top five holdings to gain insights into its key selections for 2026.
In its second-quarter 2026 investor letter, American Century Investments Focused Dynamic Growth Fund highlighted Broadcom Inc. (NASDAQ:AVGO) as a newly added position. Broadcom Inc. (NASDAQ:AVGO) is a leading American company that designs and develops various semiconductor devices and infrastructure software solutions. On September 08, 2026, Broadcom Inc. (NASDAQ:AVGO) closed at $368.56 per share, reflecting a market capitalization of $1.75 trillion. Over the past month, Broadcom Inc. (NASDAQ:AVGO) declined 13.20%, while its shares lost 2.29% over the past 52 weeks.
American Century Investments Focused Dynamic Growth Fund stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q2 2026 investor letter:
"Broadcom Inc. (NASDAQ:AVGO). We initiated a position in this technology conglomerate because of its leading market position in its custom ASIC and networking chips businesses. While its software businesses are mature, we believe rapid artificial intelligence-driven growth in semiconductors has been very appealing."
Broadcom Inc. (NASDAQ:AVGO) ranks 8 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 170 hedge fund portfolios held Broadcom Inc. (NASDAQ:AVGO) at the end of the second quarter, compared to 173 in the previous quarter. While we acknowledge the potential of Broadcom Inc. (NASDAQ:AVGO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#american #Investments #fund

Williamson takes on Pine Forest tonight as the 2026 high school football schedule ramps up across the country.
Searching for how to watch the game live?
Fans can stream the Alabama high school football game live on the NFHS Network from a laptop, mobile device or even Smart TV apps like Amazon Fire, Apple TV, Google TV and Roku.
Don't miss a moment of the game with on-demand replays, too.
Ahead of the kickoff, here's what to know about the Williamson vs. Pine Forest clash.

#game #high #school

Advanced Micro Devices (AMD) has been one of the standout performers of 2026, already up around 136% year-to-date as the market rewards its accelerating push into AI data center chips.
The options flow from today suggests institutional traders are positioning for this AI-driven rally to keep running.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds
Unusual Call Options Activity in Takeover Target GFL Environmental Stock
Get Paid to Wait: Buy OXY at a Discount or Earn Options Income

#micro #rising #credit

Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its "Surprise and Shine" event streaming live on Wednesday, September 9, 2026. Bank of America, in particular, expects a broad slate of new Apple devices led by new iPhones and a Foldable iPhone.
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.

#foldable #street

Nvidia (NASDAQ: NVDA) has been the artificial intelligence (AI) chip company leading this technology revolution so far. This is for two reasons: The company got in on the ******* e early, and its commitment to innovation has kept it in the top spot. And investors, excited about Nvidia's soaring earnings, have piled into the stock, seen as a no-brainer AI winner.
These days, however, Nvidia isn't the only chip company positioned to benefit from the AI market, one on track to reach into the trillions of dollars. In fact, another player is making significant progress, and this player is Advanced Micro Devices (NASDAQ: AMD).
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 »
Over time, AMD has become a leader in central processing units (CPUs), the chips that power computers, but in recent quarters, the company is proving its strength in AI chips too -- and investors have recognized it. So far this year, AMD stock is outperforming Nvidia. Now, my prediction is AMD stock could outrun Nvidia over the next three years -- here's the bull case.
So, first, a bit of background. As mentioned, Nvidia entered this market early and began tailoring its graphics processing units (GPUs) to suit AI about a decade ago. Over the past few years, revenue has taken a tremendous leap as sales of AI chip systems soared. For example, in the second quarter three years ago, revenue came in at $13 billion -- in the recently completed second quarter, that number reached $96 billion.

#Stock #NASDAQ

On August 6, Nova (NASDAQ:NVMI) reported second-quarter 2026 results for the three months ended June 30, and the numbers marked a new high point for the semiconductor metrology company. Revenue hit $255.0 million, up 8% from the first quarter of 2026 and 16% higher than the second quarter of 2025. GAAP net income reached $75 million, while non-GAAP net income climbed to $86.5 million. For a company built around measuring the tiniest details in chip manufacturing, the quarter itself was anything but small.
The headline figures tell part of the story, but the breakdown underneath is where the quarter gets interesting. GAAP earnings per diluted share reached $2.20 in the second quarter of 2026, up from $2.04 in the first quarter of 2026 and $2.14 a year earlier in the second quarter of 2025. Non-GAAP earnings per diluted share went further, hitting $2.51 in the second quarter of 2026 compared with $2.33 in the first quarter of 2026 and $2.20 in the second quarter of 2025. That is back-to-back sequential growth on both a GAAP and non-GAAP basis, not just a single strong quarter against an easy comparison.
Two product lines did the heavy lifting. Nova posted record revenue from its advanced logic devices business, which it tied to the industry's shift toward Gate-All-Around transistor architecture and rising demand for advanced process nodes. Advanced packaging solutions also hit a record, supported by capacity additions across both logic and memory manufacturing. Those are two distinct growth engines firing in the same quarter, which matters more than a single hot product line would.
Management is not treating this as a one-off. For the third quarter of 2026, the period ending September 30, Nova guided to revenue of $277 million to $287 million, GAAP diluted EPS of $2.46 to $2.61, and non-GAAP diluted EPS of $2.70 to $2.85. At the midpoint, that outlook points to another double-digit sequential jump in sales. President and CEO Gaby Waisman framed the quarter as validation of the company's long-term plan, citing broad-based customer demand, continued market share gains, and deeper engagement across leading-edge device segments as the drivers behind what he described as increased visibility into coming quarters.
The results were not clean across every line. Gross margin came in at 56.5% in the second quarter of 2026, down from 57.7% in the first quarter of 2026 and 57.8% in the second quarter of 2025. That is a decline on both a sequential and year-over-year basis even as revenue set records, which means the mix of what Nova sold this quarter carried lower profitability than what it sold a year ago.

#quarter #gaap

Impax ******* et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a key contributor. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On September 04, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $477.57 per share, reflecting a market capitalization of $779.62 billion. Over the past month, Advanced Micro Devices, Inc. (NASDAQ:AMD) returned 1.71%, but its shares are up 215.42% over the past year.
Impax US Sustainable Economy Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) (Semiconductors, Information Technology) is held for its attractive sustainability opportunity set, particularly in Digital Infrastructure, and for its high Corporate Resilience score across environmental and governance dimensions. The stock rose substantially in the quarter, driven by strong adoption of its AI-optimized GPU (graphics processing unit) and data center processor products. A series of major partnership announcements with cloud computing providers and continued evidence of market share gains in AI accelerator hardware reinforced investor confidence in the company's multi-year earnings growth trajectory."

#NASDAQ #impax #sustainable #letter

Who was the area's top performer last week? You tell us.
You can vote for the Cellcom Post-Crescent high school athlete of the week until 3 p.m. Sept. 12. You don't have to be a subscriber to vote. Votes are limited to one per hour per device.
Shiocton football's Brett Singler was the top vote getter last week with 4,336 votes out of 9,807 total.
Here are this week's nominees. Be sure to vote in the poll below.
Calhoon had five goals and four ****** ists for Freedom in the team's 11-1 victory over Ashwaubenon.

#sept #brett

CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus's first major event since taking over from Tim Cook. He became executive chairman on September 1.
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.

#samsung #category

If you are old enough, you remember a time before the internet. And you also remember Yahoo! and America Online being two of the most dominant internet companies early in the internet's development. The stocks were hot way back then, but today, both have basically flamed out and been swallowed up by other companies. Other internet companies became more dominant.
This isn't unusual in the tech sector, and investors piling into artificial intelligence (AI) stocks should keep that in mind. Sure, you could make a big bet on an AI stock that you think has winning tech, like a high-powered chip or a specialized application, or you could go with a picks-and-shovels play like Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). Here's why this clean energy company could be the better bet.
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 »
Right now, artificial intelligence is a hot sector. Too many investors see it as a way to get rich quickly. And that has had pretty predictable consequences. For example, SoundHound (NASDAQ: SOUN) provides AI voice services. That's exciting, but probably not unique enough to build a business around. Still, its stock skyrocketed as investors jumped on the next hot thing. The shares have since plunged back to earth, down 70% from their 2024 peak.
The same could be happening now with Western Digital (NASDAQ: WDC), a maker of data storage devices. Huge demand from the AI build got investors excited about the stock, but that excitement has begun to fade. The stock has fallen roughly 40% from its recent highs. That's actually the second huge drawdown over the last three years. Even AI poster-child Nvidia (NASDAQ: NVDA) has proven to be a highly volatile stock.

#NASDAQ #internet #NYSE

Dorian LPG has agreed an order with South Korean shipbuilder Hanwha Ocean for the construction of three 90,000m³ dual-fuel Panamax very large gas carriers (VLGCs) for a total price of around $345m (Won463.5bn).
The three ships are scheduled for delivery in June, September and December 2030.
Each VLGC will be fitted with dual-fuel engines capable of burning liquefied petroleum gas (LPG) or conventional low-sulphur fuels. They will also feature a shaft generator system that allows power to be produced on board during sea passages.
Hull forms and main engines have been designed to take larger-diameter propellers and energy-saving devices around the propellers, which the company said improves overall energy efficiency.
Dorian LPG said the Panamax dimensions give its charterers commercial flexibility to transit the old Panama Canal locks.

#three #fuel #south

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending that does not require Nvidia to lose outright.
AMD's second-quarter revenue reached a record $11.5 billion, up 50% year over year, and Data Center represented 58% of the company. Its portfolio includes MI450 accelerators, sixth-generation EPYC processors, Helios rack-scale systems, and Pensando networking. Customers seeking a credible second source and more negotiating leverage support the bull case. The countercase is software maturity, execution across a broad roadmap, and the capital required to challenge Nvidia's ecosystem.
Insider Monkey's database counted 164 hedge funds holding Advanced Micro Devices, Inc. (NASDAQ:AMD) in Q2 2026, up from 134 in Q1 2026. Marshall Wace reported 3,898,210 shares, about 3% more than in Q1. The quarter-end filings predate the September 4 rally and cannot show whether funds reacted to it.
Intel's second-quarter Data Center and AI revenue was $6.3 billion, up 59% year over year. A resilient CPU franchise, custom silicon, advanced packaging, and a domestic foundry network form the bull case. The cost and uncertain returns of rebuilding manufacturing leadership form the bear case. Intel generated $1.8 billion of GAAP operating income, while its $2.16 GAAP loss per share was driven largely by a $12.5 billion noncash mark-to-market loss on escrowed shares. Negative $8.4 billion adjusted free cash flow still makes capital efficiency a real concern.
The Q2 2026 database counted 138 hedge funds holding Intel Corporation (NASDAQ:INTC), up from 112 in Q1 2026. AQR Capital Management reported 10,742,567 shares after cutting its position by about 6% from Q1. That disclosure also predates the September rally, so it is historical positioning rather than a reaction.

#billion #advanced #quarter

On August 6, Nova (NASDAQ:NVMI) reported second-quarter 2026 results for the three months ended June 30, and the numbers marked a new high point for the semiconductor metrology company. Revenue hit $255.0 million, up 8% from the first quarter of 2026 and 16% higher than the second quarter of 2025. GAAP net income reached $75 million, while non-GAAP net income climbed to $86.5 million. For a company built around measuring the tiniest details in chip manufacturing, the quarter itself was anything but small.
The headline figures tell part of the story, but the breakdown underneath is where the quarter gets interesting. GAAP earnings per diluted share reached $2.20 in the second quarter of 2026, up from $2.04 in the first quarter of 2026 and $2.14 a year earlier in the second quarter of 2025. Non-GAAP earnings per diluted share went further, hitting $2.51 in the second quarter of 2026 compared with $2.33 in the first quarter of 2026 and $2.20 in the second quarter of 2025. That is back-to-back sequential growth on both a GAAP and non-GAAP basis, not just a single strong quarter against an easy comparison.
Two product lines did the heavy lifting. Nova posted record revenue from its advanced logic devices business, which it tied to the industry's shift toward Gate-All-Around transistor architecture and rising demand for advanced process nodes. Advanced packaging solutions also hit a record, supported by capacity additions across both logic and memory manufacturing. Those are two distinct growth engines firing in the same quarter, which matters more than a single hot product line would.
Management is not treating this as a one-off. For the third quarter of 2026, the period ending September 30, Nova guided to revenue of $277 million to $287 million, GAAP diluted EPS of $2.46 to $2.61, and non-GAAP diluted EPS of $2.70 to $2.85. At the midpoint, that outlook points to another double-digit sequential jump in sales. President and CEO Gaby Waisman framed the quarter as validation of the company's long-term plan, citing broad-based customer demand, continued market share gains, and deeper engagement across leading-edge device segments as the drivers behind what he described as increased visibility into coming quarters.
The results were not clean across every line. Gross margin came in at 56.5% in the second quarter of 2026, down from 57.7% in the first quarter of 2026 and 57.8% in the second quarter of 2025. That is a decline on both a sequential and year-over-year basis even as revenue set records, which means the mix of what Nova sold this quarter carried lower profitability than what it sold a year ago.

#second #diluted #advanced