9 days ago
Jose Mourinho may have found the answer to Real Madrid's midfield problems after Arda Guler delivered an outstanding performance in a deeper role.
The Portuguese manager started the Turkish international in defensive midfield against Sevilla, and Los Blancos produced their best performance of the season, securing a 4-1 victory.
According to Diario AS, Guler is now emerging as a genuine long-term option alongside Aurelien Tchouameni, with his influence in central midfield transforming Madrid's attacking play.
Mourinho made several tactical adjustments against Sevilla, deploying Guler alongside Tchouameni, moving Federico Valverde to right-back and placing Yan Diomande on the left in Vinicius Junior's absence.
However, Guler's presence in midfield proved particularly influential.
#midfield #alongside #jose
The Portuguese manager started the Turkish international in defensive midfield against Sevilla, and Los Blancos produced their best performance of the season, securing a 4-1 victory.
According to Diario AS, Guler is now emerging as a genuine long-term option alongside Aurelien Tchouameni, with his influence in central midfield transforming Madrid's attacking play.
Mourinho made several tactical adjustments against Sevilla, deploying Guler alongside Tchouameni, moving Federico Valverde to right-back and placing Yan Diomande on the left in Vinicius Junior's absence.
However, Guler's presence in midfield proved particularly influential.
#midfield #alongside #jose
9 days ago
Hansi Flick could turn to Barcelona's reserve team for defensive reinforcements ahead of their Champions League clash against PSG.
With Andreas Christensen already sidelined through injury, the German manager suffered another blow when both Eric Garcia and Jules Kounde picked up problems against Real Betis.
According to journalist Sergi Capdevila, young centre-back Alex Campos is emerging as the leading candidate to make the trip to Paris.
Barcelona currently have only five first-team defenders available, forcing Flick to consider alternatives from Barça Atletic.
Campos has impressed with his performances at the start of the season, putting himself in a strong position to earn an opportunity with the senior squad.
#league #andreas #eric
With Andreas Christensen already sidelined through injury, the German manager suffered another blow when both Eric Garcia and Jules Kounde picked up problems against Real Betis.
According to journalist Sergi Capdevila, young centre-back Alex Campos is emerging as the leading candidate to make the trip to Paris.
Barcelona currently have only five first-team defenders available, forcing Flick to consider alternatives from Barça Atletic.
Campos has impressed with his performances at the start of the season, putting himself in a strong position to earn an opportunity with the senior squad.
#league #andreas #eric
9 days ago
Enzo Maresca had predicted Phil Foden would score, and he did score. For much of Foden's career that would scarcely have seemed an outlandish prediction. Not now. Foden's had struck 27 times for Manchester City alone in 2023-24. Yet when Ipswich arrived at the Etihad Stadium on Saturday, his drought spanned 35 games for City, plus two for England that may have cost him a place at the World Cup.
But there are two Fodens. Maresca remembered the teenage prodigy, the player who had won the individual awards, the seeming generational talent before he became the goal-shy City substitute. "With Phil I said many times, I know him from years ago, for me he's one of the best Premier League players," said the City manager, who had worked with Foden in his previous times at the Etihad Stadium. "And since day one it's my duty to help him to again be one of the best players."
That process got off to something of a false start. By the time City kicked off against Ipswich Foden had, in effect, sat out four-and-three-quarter games. His first-half red card in the Manchester derby was followed by a three-match domestic suspension. He was an unused substitute in the Champions League defeat against Paris Saint-Germain.
Even before being banned, he had been usurped, and under successive managers. In first Pep Guardiola's valedictory season and then Maresca's first in charge, Rayan Cherki has been the No 10 who has starred and sparkled. Foden has provided less magic. Perhaps it says something for the luxuries Maresca enjoys that Foden has felt the more prosaic player in his position.
Perhaps it is an added complication, too, that in Enzo Fernandez he has costly competition emerging, with the £125m signing spending the second half against PSG operating as the most advanced of the midfield trio. A lesson of that defeat may be that, against elite opposition, Maresca requires both Ayyoub Bouaddi and Elliot Anderson to anchor the midfield, perhaps meaning Fernandez is the most advanced of the trio.
#perhaps #enzo #phil
But there are two Fodens. Maresca remembered the teenage prodigy, the player who had won the individual awards, the seeming generational talent before he became the goal-shy City substitute. "With Phil I said many times, I know him from years ago, for me he's one of the best Premier League players," said the City manager, who had worked with Foden in his previous times at the Etihad Stadium. "And since day one it's my duty to help him to again be one of the best players."
That process got off to something of a false start. By the time City kicked off against Ipswich Foden had, in effect, sat out four-and-three-quarter games. His first-half red card in the Manchester derby was followed by a three-match domestic suspension. He was an unused substitute in the Champions League defeat against Paris Saint-Germain.
Even before being banned, he had been usurped, and under successive managers. In first Pep Guardiola's valedictory season and then Maresca's first in charge, Rayan Cherki has been the No 10 who has starred and sparkled. Foden has provided less magic. Perhaps it says something for the luxuries Maresca enjoys that Foden has felt the more prosaic player in his position.
Perhaps it is an added complication, too, that in Enzo Fernandez he has costly competition emerging, with the £125m signing spending the second half against PSG operating as the most advanced of the midfield trio. A lesson of that defeat may be that, against elite opposition, Maresca requires both Ayyoub Bouaddi and Elliot Anderson to anchor the midfield, perhaps meaning Fernandez is the most advanced of the trio.
#perhaps #enzo #phil
9 days ago
Chris Boswell has officially etched his name in the Pittsburgh Steelers' history books during the team's Week 6 win over the Tampa Bay Buccaneers.
Trailing the Buccaneers 13-0, the Steelers called on Boswell to kick a 52-yard field goal, which he made with ease. This successful field goal was the 309th of his career and would tie legendary Steelers kicker Gary Anderson's record for the most field goals made in team history. Oh, but Boswell wasn't finished there, as he successfully connected on a 39-yard attempt to secure his 310th field goal, surpassing Anderson and setting a new record in Pittsburgh that should only grow this season. Boswell also hit on two more field goals to close out the game, pushing the record to 312.
The Wizard of Boz 🪄
📲 Stream on NFL+: https://t.co/vqIDzYZB2x pic.twitter.com/CtdPTQ6rt1
Boswell, who signed with the Steelers in 2015, wasted little time emerging as one of the league's top kickers, earning two Pro Bowl selections in 2017 and 2024, as well as First-Team All-Pro recognition in 2024.
The field goal record isn't the only feat Boswell was after, as the talented kicker is also 43 points away from breaking Gary Anderson's all-time scoring record of 1,343 points. We at Steelers Wire will be watching closely over the next several weeks as Boswell continues to remind fans why he's one of the greatest kickers ever to do it.
#boswell #record #pittsburgh #team
Trailing the Buccaneers 13-0, the Steelers called on Boswell to kick a 52-yard field goal, which he made with ease. This successful field goal was the 309th of his career and would tie legendary Steelers kicker Gary Anderson's record for the most field goals made in team history. Oh, but Boswell wasn't finished there, as he successfully connected on a 39-yard attempt to secure his 310th field goal, surpassing Anderson and setting a new record in Pittsburgh that should only grow this season. Boswell also hit on two more field goals to close out the game, pushing the record to 312.
The Wizard of Boz 🪄
📲 Stream on NFL+: https://t.co/vqIDzYZB2x pic.twitter.com/CtdPTQ6rt1
Boswell, who signed with the Steelers in 2015, wasted little time emerging as one of the league's top kickers, earning two Pro Bowl selections in 2017 and 2024, as well as First-Team All-Pro recognition in 2024.
The field goal record isn't the only feat Boswell was after, as the talented kicker is also 43 points away from breaking Gary Anderson's all-time scoring record of 1,343 points. We at Steelers Wire will be watching closely over the next several weeks as Boswell continues to remind fans why he's one of the greatest kickers ever to do it.
#boswell #record #pittsburgh #team
23 days ago
Ella Bleu Travolta has officially made her Paris runway debut on one of the top fashion brands' stages. The 26-year-old daughter of John Travolta and the late Kelly Preston made her Paris Fashion Week runway debut, walking in Miu Miu's Spring/Summer 2027 Ready-to-Wear show on Sunday.
Ella walked for the biggest fashion brands (@ The Grosby Group)
Ella rocked an oversized forest-green blazer layered over a patterned top and navy trousers and sandals. She looked cool and composed with hair in a perfectly messy updo with natural makeup. There's no denying she looked just like her mom's mini me. Kelly might be remembered for her blonde hair, but she used to dye it brown and shades of red over the years.
Ella looked just like her late mom (@ The Grosby Group / Getty)
Miu Miu is ranked as the world's second-hottest fashion brand according to the second quarter of the 2026 Lyst Index, which tracks the hottest fashion brands and products online. It looks at what 160 million shoppers are searching for and engaging with across social media, search, editorial coverage, and emerging AI platforms based on desire, demand, and discovery. So her Paris Fashion Week debut was with one of the most sought-after fashion houses in the world.
#fashion #travolta
Ella walked for the biggest fashion brands (@ The Grosby Group)
Ella rocked an oversized forest-green blazer layered over a patterned top and navy trousers and sandals. She looked cool and composed with hair in a perfectly messy updo with natural makeup. There's no denying she looked just like her mom's mini me. Kelly might be remembered for her blonde hair, but she used to dye it brown and shades of red over the years.
Ella looked just like her late mom (@ The Grosby Group / Getty)
Miu Miu is ranked as the world's second-hottest fashion brand according to the second quarter of the 2026 Lyst Index, which tracks the hottest fashion brands and products online. It looks at what 160 million shoppers are searching for and engaging with across social media, search, editorial coverage, and emerging AI platforms based on desire, demand, and discovery. So her Paris Fashion Week debut was with one of the most sought-after fashion houses in the world.
#fashion #travolta
23 days ago
Donna Air's temporary move to Los Angeles has brought an unexpected companion into the picture: Paul "PK" Kemsley.
The British actress and television personality, 47, was photographed leaving Chateau Marmont with Kemsley, 59, after the two reportedly dined together at the West Hollywood hotel. The Sun published Backgrid photographs showing them walking outside together before getting into the same car.
An onlooker told the outlet that Air and Kemsley appeared "really cosy" as they laughed and talked during the evening. Kemsley supplied the clearest description of the outing himself when a fan reportedly approached him and he responded, "I'm on a f***ing date, stop interrupting."
The sighting comes only weeks after TMZ filmed Kemsley vacationing in Greece with Tatiana Kharchylava, whom the outlet described at the time as his girlfriend.
The Sun's photographs show Air and Kemsley emerging from Chateau Marmont side by side after spending time together inside. They were later photographed entering the same waiting vehicle.
#kemsley #chateau #time
The British actress and television personality, 47, was photographed leaving Chateau Marmont with Kemsley, 59, after the two reportedly dined together at the West Hollywood hotel. The Sun published Backgrid photographs showing them walking outside together before getting into the same car.
An onlooker told the outlet that Air and Kemsley appeared "really cosy" as they laughed and talked during the evening. Kemsley supplied the clearest description of the outing himself when a fan reportedly approached him and he responded, "I'm on a f***ing date, stop interrupting."
The sighting comes only weeks after TMZ filmed Kemsley vacationing in Greece with Tatiana Kharchylava, whom the outlet described at the time as his girlfriend.
The Sun's photographs show Air and Kemsley emerging from Chateau Marmont side by side after spending time together inside. They were later photographed entering the same waiting vehicle.
#kemsley #chateau #time
23 days ago
Umberto Pizzi, who has died aged 88, was a paparazzo who documented Italy's Dolce Vita era, specialising in candid shots of the actors, television personalities, politicians and ***** orted hangers-on who made up the emerging class of nouveau riche.
Pizzi himself spurned the term "paparazzi", which he thought conveyed an attitude of hostility towards photojournalists. He preferred to think of his role as a kind of modern-day Petronius, documenting the spectacles and excesses of the era through its best-known personalities. He photographed stars of Italian cinema such as Marcello Mastroianni and Vittorio Gassman, as well as Hollywood golden couple Elizabeth Taylor and Richard Burton.
In the 1970s and 1980s he ventured into the realms of Italian culture, politics and the global aristocracy. He photographed John Paul Getty III during his time in Rome and trod on bullets on his way to the scene where the former prime minister Aldo Moro was kidnapped in 1978. His archive, comprising around two million images, spanned two republics and more than 60 years of history, from economic boom to the season of protest, through to the modern era of mass communication.
The film-maker Tinto Brass pictured by Pizzi with the actress Sandra Milo, 1987 - UMBERTO PIZZI DA/Fotogramma
From the early 2000s he worked for the web publication Dagospia, which became notorious for its section headed "Cafonal": roughly, the uncouth, ostentatious rich. One Pizzi image that encapsulated the new era showed a table of important people stuffing themselves with food. Another was of Northern League and Forza Italia members dousing a reclining woman with champagne during a birthday party.
#dolce #vita #petronius
Pizzi himself spurned the term "paparazzi", which he thought conveyed an attitude of hostility towards photojournalists. He preferred to think of his role as a kind of modern-day Petronius, documenting the spectacles and excesses of the era through its best-known personalities. He photographed stars of Italian cinema such as Marcello Mastroianni and Vittorio Gassman, as well as Hollywood golden couple Elizabeth Taylor and Richard Burton.
In the 1970s and 1980s he ventured into the realms of Italian culture, politics and the global aristocracy. He photographed John Paul Getty III during his time in Rome and trod on bullets on his way to the scene where the former prime minister Aldo Moro was kidnapped in 1978. His archive, comprising around two million images, spanned two republics and more than 60 years of history, from economic boom to the season of protest, through to the modern era of mass communication.
The film-maker Tinto Brass pictured by Pizzi with the actress Sandra Milo, 1987 - UMBERTO PIZZI DA/Fotogramma
From the early 2000s he worked for the web publication Dagospia, which became notorious for its section headed "Cafonal": roughly, the uncouth, ostentatious rich. One Pizzi image that encapsulated the new era showed a table of important people stuffing themselves with food. Another was of Northern League and Forza Italia members dousing a reclining woman with champagne during a birthday party.
#dolce #vita #petronius
25 days ago
"It just occurred to me that you were the second man in her life. I'm not quite sure how to take that."
That's how French President Emmanuel Macron opened the Legion of Honor ceremony Friday night honoring Nicolas Ghesquière, whose long, acclaimed tenure as artistic director of women's collections at Louis Vuitton was headlined by dressing First Lady Brigitte Macron.
More from WWD
EXCLUSIVE: LVMH Promotes Leather Goods Executive to CEO of Pucci
Cartier Adds Jewelry to Annual Emerging Talent Award
#legion #Friday #ghesqui #louis
That's how French President Emmanuel Macron opened the Legion of Honor ceremony Friday night honoring Nicolas Ghesquière, whose long, acclaimed tenure as artistic director of women's collections at Louis Vuitton was headlined by dressing First Lady Brigitte Macron.
More from WWD
EXCLUSIVE: LVMH Promotes Leather Goods Executive to CEO of Pucci
Cartier Adds Jewelry to Annual Emerging Talent Award
#legion #Friday #ghesqui #louis
26 days ago
Ken Urker was found dead at his home next to drug paraphernalia and a holstered handgun
Urker, who was Gypsy Rose Blanchard's partner, died on Thursday, Oct. 1, at his home in Louisiana
A spokesperson for the Lafourche Parish Sheriff's Office confirmed Urker's death at 34
New details are emerging following the sudden death of Ken Urker.
Gypsy Rose Blanchard's partner died on Thursday, Oct. 1, at his home in Louisiana, she confirmed to PEOPLE. A spokesperson for the Lafourche Parish Sheriff's Office confirmed that officers were called to a residence in Raceland at around 6:15 p.m. local time, and Urker, 34, was found "dead upon arrival."
#urker #parish #office
Urker, who was Gypsy Rose Blanchard's partner, died on Thursday, Oct. 1, at his home in Louisiana
A spokesperson for the Lafourche Parish Sheriff's Office confirmed Urker's death at 34
New details are emerging following the sudden death of Ken Urker.
Gypsy Rose Blanchard's partner died on Thursday, Oct. 1, at his home in Louisiana, she confirmed to PEOPLE. A spokesperson for the Lafourche Parish Sheriff's Office confirmed that officers were called to a residence in Raceland at around 6:15 p.m. local time, and Urker, 34, was found "dead upon arrival."
#urker #parish #office
27 days ago
Election Day is still a month away, but more than 700,000 Americans have already voted across at least 30 states. There are signs emerging of the advantage Democrats have in motivating their voters – a trend that’s played out in polling all summer long.
In several states with key Senate or governor races this fall, Democrats make up a larger share of voters requesting ballots so far than they did at this point in 2024.
What early voting data is showing ahead of the 2026 midterms
In Iowa, Democrats have made 67% of ballot requests, up from 54% at this point in 2024. In Pennsylvania, it’s 66%, up from 62%, and in Maine it’s 57%, up from 53%. And according to data from the North Carolina State Board of Elections, 42% of ballot requests are from Democrats, up from 36% at this point two years ago.
It’s worth noting that in all of those states except for Iowa, ballot requests at this point in 2022 were more Democratic than they are now.
#point #states #iowa #election
In several states with key Senate or governor races this fall, Democrats make up a larger share of voters requesting ballots so far than they did at this point in 2024.
What early voting data is showing ahead of the 2026 midterms
In Iowa, Democrats have made 67% of ballot requests, up from 54% at this point in 2024. In Pennsylvania, it’s 66%, up from 62%, and in Maine it’s 57%, up from 53%. And according to data from the North Carolina State Board of Elections, 42% of ballot requests are from Democrats, up from 36% at this point two years ago.
It’s worth noting that in all of those states except for Iowa, ballot requests at this point in 2022 were more Democratic than they are now.
#point #states #iowa #election
1 month ago
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
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
1 month ago
Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the Middle East.
Following a slight pullback over the last few months, Shell has started to regain momentum, and Morgan Stanley expects the rally to continue. On September 3, the investment bank upgraded SHEL from 'Equal Weight' to 'Overweight', while also raising its price target from $81.60 to $101.30. The target boost implies an upside of 9% from the current levels and even exceeds Shell's previous record high of almost $95 per share achieved earlier this year.
Morgan Stanley noted that the concerns surrounding Shell's long-term resource longevity have now eased, with the company now positioned to sustain production growth through 2030 and stabilize output thereafter. The ******* yst firm believes that while the stock has been weighed down due to its dividend policy, there is now "potential for a significant acceleration. As a result, Morgan Stanley promoted SHEL to top-pick status.
Shell completed the acquisition of ARC Resources earlier this month, addressing the resource-depletion concerns that have weighed down its valuation. The $16.4 billion deal has significantly expanded the energy giant's gas reserves and will boost its production by 370,000 boed. Additionally, the strategic move expands Shell's exposure to the North American gas market and bolsters its position in a region that is emerging as a key player in the global LNG supply.
Shell's recent upstream investments provide further support to Morgan Stanley's bullish thesis. The company announced earlier this month that it had agreed to acquire a 30% interest in BP's Conifer exploration prospect in the US Gulf, and a 50% stake in the Tupinamba exploration block in Brazil's Santos Basin. Additionally, it also recently signed a preliminary agreement for the acquisition of production rights over Ghana's South Deepwater Tano Cape Three Points oil and gas block.
#shel #production #energy #Stock
Following a slight pullback over the last few months, Shell has started to regain momentum, and Morgan Stanley expects the rally to continue. On September 3, the investment bank upgraded SHEL from 'Equal Weight' to 'Overweight', while also raising its price target from $81.60 to $101.30. The target boost implies an upside of 9% from the current levels and even exceeds Shell's previous record high of almost $95 per share achieved earlier this year.
Morgan Stanley noted that the concerns surrounding Shell's long-term resource longevity have now eased, with the company now positioned to sustain production growth through 2030 and stabilize output thereafter. The ******* yst firm believes that while the stock has been weighed down due to its dividend policy, there is now "potential for a significant acceleration. As a result, Morgan Stanley promoted SHEL to top-pick status.
Shell completed the acquisition of ARC Resources earlier this month, addressing the resource-depletion concerns that have weighed down its valuation. The $16.4 billion deal has significantly expanded the energy giant's gas reserves and will boost its production by 370,000 boed. Additionally, the strategic move expands Shell's exposure to the North American gas market and bolsters its position in a region that is emerging as a key player in the global LNG supply.
Shell's recent upstream investments provide further support to Morgan Stanley's bullish thesis. The company announced earlier this month that it had agreed to acquire a 30% interest in BP's Conifer exploration prospect in the US Gulf, and a 50% stake in the Tupinamba exploration block in Brazil's Santos Basin. Additionally, it also recently signed a preliminary agreement for the acquisition of production rights over Ghana's South Deepwater Tano Cape Three Points oil and gas block.
#shel #production #energy #Stock
1 month ago
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July 23, when Core FFO per share, the company's preferred earnings yardstick, excluding net promote rose to $2.13 from $1.87 a year earlier. Here is what the launch does, and what it has yet to prove.
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
1 month ago
On September 18, Prudential Financial (NYSE:PRU) announced it will sell every share it holds in Alexforbes, a company listed on the Johannesburg Stock Exchange. Two buyers are splitting the stake. Alexforbes will repurchase roughly 372.8 million shares itself, and ARC AF Holdings will take about 74.1 million more. The package is worth about $185 million, a small number for a company managing $1.642 trillion. But the message matters more than the money. A plan Prudential laid out in August is now turning into signed agreements.
The logic is easy to follow. Prudential wants to operate in fewer places and put its money, people and attention where it thinks it can win for years. Andy Sullivan, the chief executive, says the aim is to lean harder on ***** et management, retirement and protection, and get those units working together more closely. David Legher, who leads emerging markets, called Alexforbes a successful investment, so this reads as a planned exit rather than a retreat from a problem.
The core business is giving management room to be choosy. On August 4, Prudential reported second-quarter net income of $985 million, up from $533 million a year earlier. That happened even though a charge from the yearly ***** umption update grew to $299 million from $134 million, so the underlying engine ran strong enough to absorb a bigger hit. The company also returned $743 million to shareholders in the quarter and held $4.2 billion in highly liquid ***** ets at the parent level. That does not look like a seller in a hurry.
Start with what has not happened yet. The deals are expected to close in the first half of 2027, and they still need Alexforbes shareholders to approve the buyback, along with regulatory sign-off. Until then, $185 million is an agreed price, not cash in the bank. Prudential also said New Veld's involvement continues before completion, so the company stays tied to the ***** et for now.
Then there is the size. Set against those trillions in ***** ets, this sale will not move results either way. Its value is strategic, and strategy takes years to judge. Prudential is giving up a foothold in a partnership it called important, and its remaining businesses have their own snags. Sales in Prudential of ***** an are suspended, and management said that weighed on international results even as earnings held up.
#august #money
The logic is easy to follow. Prudential wants to operate in fewer places and put its money, people and attention where it thinks it can win for years. Andy Sullivan, the chief executive, says the aim is to lean harder on ***** et management, retirement and protection, and get those units working together more closely. David Legher, who leads emerging markets, called Alexforbes a successful investment, so this reads as a planned exit rather than a retreat from a problem.
The core business is giving management room to be choosy. On August 4, Prudential reported second-quarter net income of $985 million, up from $533 million a year earlier. That happened even though a charge from the yearly ***** umption update grew to $299 million from $134 million, so the underlying engine ran strong enough to absorb a bigger hit. The company also returned $743 million to shareholders in the quarter and held $4.2 billion in highly liquid ***** ets at the parent level. That does not look like a seller in a hurry.
Start with what has not happened yet. The deals are expected to close in the first half of 2027, and they still need Alexforbes shareholders to approve the buyback, along with regulatory sign-off. Until then, $185 million is an agreed price, not cash in the bank. Prudential also said New Veld's involvement continues before completion, so the company stays tied to the ***** et for now.
Then there is the size. Set against those trillions in ***** ets, this sale will not move results either way. Its value is strategic, and strategy takes years to judge. Prudential is giving up a foothold in a partnership it called important, and its remaining businesses have their own snags. Sales in Prudential of ***** an are suspended, and management said that weighed on international results even as earnings held up.
#august #money
1 month ago
Interested in Keysight Technologies Inc.? Here are five stocks we like better.
AI data-center demand is driving strong growth in Keysight's wireline business, particularly around 1.6T and emerging 3.2T networking, silicon photonics, co-packaged optics and system-level testing.
Demand currently exceeds supply, with Keysight expanding manufacturing capacity, supplier agreements and component sourcing; revenue beyond its typical order-to-revenue window was approaching $100 million.
Keysight expects additional growth from 6G, aerospace and defense, semiconductors and software-defined vehicles. The company anticipates 6G acceleration in the first half of 2028 and plans to maintain investment while targeting incremental margins of at least 40% when growth exceeds 5%.
3 Lesser-Known Quantum Plays the Market May Be Overlooking Right Now
#exceeds #lesser
AI data-center demand is driving strong growth in Keysight's wireline business, particularly around 1.6T and emerging 3.2T networking, silicon photonics, co-packaged optics and system-level testing.
Demand currently exceeds supply, with Keysight expanding manufacturing capacity, supplier agreements and component sourcing; revenue beyond its typical order-to-revenue window was approaching $100 million.
Keysight expects additional growth from 6G, aerospace and defense, semiconductors and software-defined vehicles. The company anticipates 6G acceleration in the first half of 2028 and plans to maintain investment while targeting incremental margins of at least 40% when growth exceeds 5%.
3 Lesser-Known Quantum Plays the Market May Be Overlooking Right Now
#exceeds #lesser
1 month ago
Artificial intelligence (AI) is rapidly changing the cybersecurity landscape, and CrowdStrike Holdings (CRWD) believes the threat is no longer theoretical. CEO George Kurtz recently described the situation as the "genie's out of the bottle," underscoring that AI capabilities are now widely available and can be exploited by attackers. CrowdStrike's 2026 Global Threat Report found that AI-enabled adversary activity surged 89% year-over-year, while the company has also observed attacks moving at machine speed.
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
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#openai #year #crowdstrike
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
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Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#openai #year #crowdstrike
1 month ago
On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said:
Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, the cybersecurity cohort just went crazy because there are the companies that can prevent AI agents from randomly hacking into networks all over the world, and it's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% today, leading the S&P 500, something I feel great about, of course, because we own it big for the Charitable Trust. These guys have been adamant that AI represented a great opportunity for their business, and now Wall Street's finally gotten the memo.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) second-quarter fiscal 2027 revenue increased 26% year over year to $1.47 billion, while ending annual recurring revenue rose 25% to $5.84 billion. Net new ARR reached a record $332.8 million, and free cash flow was $377.4 million. The company also raised its full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, up 630 basis points. CEO George Kurtz said the company believes securing AI is its "largest market opportunity in our history."
Kurtz said on September 14 that AI-driven threats are already operating at machine speed, describing the emerging threat as autonomous campaigns rather than individual hackers. He identified endpoints, cloud workloads and SaaS as key battlegrounds and said "enforcement at machine speed" is needed to stop AI agents in motion. CrowdStrike has responded by expanding into AI-agent, model and infrastructure protection, including Continuous Identity for AI Agents and Falcon AI Detection and Response.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves little room for a meaningful slowdown in growth. Yahoo Finance currently shows a forward P/E of approximately 188.7 times and a price-to-sales ratio of roughly 44.6 times. Those multiples leave little room for a material slowdown in ARR growth, weaker adoption of newer products, or greater competitive pressure. The company also remains much less profitable on a GAAP basis than its adjusted results suggest. The company reported a $33.2 million GAAP operating loss in the latest quarter against $371.6 million of non-GAAP operating income, while stock-based compensation and related employer payroll taxes totaled $399 million.
#crwd
Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, the cybersecurity cohort just went crazy because there are the companies that can prevent AI agents from randomly hacking into networks all over the world, and it's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% today, leading the S&P 500, something I feel great about, of course, because we own it big for the Charitable Trust. These guys have been adamant that AI represented a great opportunity for their business, and now Wall Street's finally gotten the memo.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) second-quarter fiscal 2027 revenue increased 26% year over year to $1.47 billion, while ending annual recurring revenue rose 25% to $5.84 billion. Net new ARR reached a record $332.8 million, and free cash flow was $377.4 million. The company also raised its full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, up 630 basis points. CEO George Kurtz said the company believes securing AI is its "largest market opportunity in our history."
Kurtz said on September 14 that AI-driven threats are already operating at machine speed, describing the emerging threat as autonomous campaigns rather than individual hackers. He identified endpoints, cloud workloads and SaaS as key battlegrounds and said "enforcement at machine speed" is needed to stop AI agents in motion. CrowdStrike has responded by expanding into AI-agent, model and infrastructure protection, including Continuous Identity for AI Agents and Falcon AI Detection and Response.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves little room for a meaningful slowdown in growth. Yahoo Finance currently shows a forward P/E of approximately 188.7 times and a price-to-sales ratio of roughly 44.6 times. Those multiples leave little room for a material slowdown in ARR growth, weaker adoption of newer products, or greater competitive pressure. The company also remains much less profitable on a GAAP basis than its adjusted results suggest. The company reported a $33.2 million GAAP operating loss in the latest quarter against $371.6 million of non-GAAP operating income, while stock-based compensation and related employer payroll taxes totaled $399 million.
#crwd
1 month ago
VYMI outran SCHY 29% to 23% over the past year while charging a lower 0.07% fee and covering both developed and emerging markets.
IDV delivers the highest yield at 5%, but its 0.50% expense ratio is seven times VYMI's fee, eroding long-term accumulation returns.
SCHY holders switching to VYMI in taxable accounts should check cost basis first, since many carry embedded gains after 2026's international rally.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
SCHD holders reaching for international diversification usually land on one name first: Schwab International Dividend Equity ETF (NYSEARCA:SCHY), built on the same Dow Jones dividend-quality methodology that made the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) a portfolio staple. SCHY looks like SCHD's international twin because Schwab designed it that way. However, three deep-pocketed rivals from Vanguard, Fidelity, and BlackRock now compete for the same wallet share, and one has quietly outrun SCHY on nearly every metric that matters to a SCHD-style investor.
#international #schwab
IDV delivers the highest yield at 5%, but its 0.50% expense ratio is seven times VYMI's fee, eroding long-term accumulation returns.
SCHY holders switching to VYMI in taxable accounts should check cost basis first, since many carry embedded gains after 2026's international rally.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
SCHD holders reaching for international diversification usually land on one name first: Schwab International Dividend Equity ETF (NYSEARCA:SCHY), built on the same Dow Jones dividend-quality methodology that made the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) a portfolio staple. SCHY looks like SCHD's international twin because Schwab designed it that way. However, three deep-pocketed rivals from Vanguard, Fidelity, and BlackRock now compete for the same wallet share, and one has quietly outrun SCHY on nearly every metric that matters to a SCHD-style investor.
#international #schwab
1 month ago
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here. Global equity markets reached record highs in Q2, with the MSCI ACWI Index rising 14.93%, while global fixed income grew modestly by 0.87%. Geopolitical tensions, particularly in the Middle East, affected energy markets and investor sentiment, highlighting volatility and fragility in global supply. Central banks reacted variably to inflationary pressures, with the ECB raising rates amidst concerns of stagflation, while the Fed and Bank of England held rates steady. Despite economic challenges, robust earnings continued in Europe and Asia, driven by AI infrastructure demand. The Aristotle International Equity Fund (Class I-2) recorded an 8.40% return in the quarter, underperforming both the MSCI EAFE Index, which returned 10.82%, and the MSCI ACWI ex USA Index, which returned 14.49%. Going forward, the fund remains focused on quality investments as geopolitical and macroeconomic complexities make forecasting returns challenging. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Aristotle International Equity Fund highlighted Unilever PLC (NYSE:UL). Unilever PLC (NYSE:UL) is a British consumer goods giant, that sell products across food, homecare, beauty, and personal care categories. On September 17, 2026, Unilever PLC (NYSE:UL) closed at $62.22 per share. Over the past month, Unilever PLC (NYSE:UL) declined 2.99%, but its shares are down 5.09% over the past year. Unilever PLC (NYSE:UL) has a market capitalization of $133.98 billion, and its stock has traded within a 52-week range of $54.75 to $74.98.
Aristotle International Equity Fund stated the following regarding Unilever PLC (NYSE:UL) in its Q2 2026 investor letter:
"We first invested in Unilever PLC (NYSE:UL), the global consumer staples company, in the second quarter of 2013. We have long been attracted to the company's broad portfolio of leading personal care and food brands (such as Dove, Knorr and Axe), global scale, significant emerging markets exposure and strong position across everyday use categories. Over our more than decade-long holding period, Unilever strengthened and simplified its portfolio, divesting lower-growth food ***** ets, improving efficiency, increasing focus behind its largest brands and shifting the business toward faster-growing, higher-margin beauty, wellbeing, personal care and home care categories. More recently, the separation of the ice cream business and continued reshaping of the food portfolio have further narrowed Unilever's strategic focus. While we continue to view the remaining Unilever franchise as high quality, we believe the more compelling opportunity now resides in the independent ice cream business, where dedicated management and a category-specific strategy should provide a clearer pa
In its second-quarter 2026 investor letter, Aristotle International Equity Fund highlighted Unilever PLC (NYSE:UL). Unilever PLC (NYSE:UL) is a British consumer goods giant, that sell products across food, homecare, beauty, and personal care categories. On September 17, 2026, Unilever PLC (NYSE:UL) closed at $62.22 per share. Over the past month, Unilever PLC (NYSE:UL) declined 2.99%, but its shares are down 5.09% over the past year. Unilever PLC (NYSE:UL) has a market capitalization of $133.98 billion, and its stock has traded within a 52-week range of $54.75 to $74.98.
Aristotle International Equity Fund stated the following regarding Unilever PLC (NYSE:UL) in its Q2 2026 investor letter:
"We first invested in Unilever PLC (NYSE:UL), the global consumer staples company, in the second quarter of 2013. We have long been attracted to the company's broad portfolio of leading personal care and food brands (such as Dove, Knorr and Axe), global scale, significant emerging markets exposure and strong position across everyday use categories. Over our more than decade-long holding period, Unilever strengthened and simplified its portfolio, divesting lower-growth food ***** ets, improving efficiency, increasing focus behind its largest brands and shifting the business toward faster-growing, higher-margin beauty, wellbeing, personal care and home care categories. More recently, the separation of the ice cream business and continued reshaping of the food portfolio have further narrowed Unilever's strategic focus. While we continue to view the remaining Unilever franchise as high quality, we believe the more compelling opportunity now resides in the independent ice cream business, where dedicated management and a category-specific strategy should provide a clearer pa
1 month ago
Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The ***** eX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into ***** e in 2027. ***** eX and Nvidia are working on a ***** e-optimized version of Nvidia's Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because ***** eX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
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#NVIDIA #SpaceX #much #still
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
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Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
#NVIDIA #SpaceX #much #still
1 month ago
A UTMA custodial account requires no attorney, costs nothing to open, and lets married couples contribute $38,000 annually per grandchild without triggering gift-tax reporting.
VOO anchors the portfolio at 60-70% with a 0.03% expense ratio, while SCHG's 447% 10-year return earns it a 20-25% growth slice.
Custodial account funds legally become the grandchild's property at 18 or 21, so grandparents who want spending control should use a 529 instead.
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You want to hand each grandchild a serious head start without the complicated legal setup. Skip the trust attorney. A custodial account under the Uniform Transfers to Minors Act (UTMA) can be opened in an afternoon at any major brokerage, and three low-cost ETFs can do the work for the next 15 to 20 years: the Vanguard S&P 500 ETF (NYSEARCA:VOO), the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and the iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG). Three tickers, one account per grandchild, and time on your side.
#custodial #three
VOO anchors the portfolio at 60-70% with a 0.03% expense ratio, while SCHG's 447% 10-year return earns it a 20-25% growth slice.
Custodial account funds legally become the grandchild's property at 18 or 21, so grandparents who want spending control should use a 529 instead.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
You want to hand each grandchild a serious head start without the complicated legal setup. Skip the trust attorney. A custodial account under the Uniform Transfers to Minors Act (UTMA) can be opened in an afternoon at any major brokerage, and three low-cost ETFs can do the work for the next 15 to 20 years: the Vanguard S&P 500 ETF (NYSEARCA:VOO), the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and the iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG). Three tickers, one account per grandchild, and time on your side.
#custodial #three
1 month ago
By Andrea Shalal
WASHINGTON, Sept 16 (Reuters) - The U.S. International Development Finance Corp on Wednesday approved a $500 million trade financing facility that will help U.S. companies access emerging markets in South America, Southeast Asia and Africa, the agency's chief executive, Ben Black, said.
The facility, approved by the DFC's board, will offer counter-guarantees in partnership with the World Bank's International Finance Corp, its private-sector arm, and its Global Trade Finance Program, Black told Reuters.
"The goal is trying to expand the program and further grow U.S. exports," he said in an interview.
Under Black's leadership, DFC has expanded its investment cap to $205 billion and shifted its focus from traditional poverty alleviation toward mining, extractive industries, energy and digital infrastructure, with an eye to countering China's global influence and securing vital supply chains for the U.S.
#trade #global #program #approved
WASHINGTON, Sept 16 (Reuters) - The U.S. International Development Finance Corp on Wednesday approved a $500 million trade financing facility that will help U.S. companies access emerging markets in South America, Southeast Asia and Africa, the agency's chief executive, Ben Black, said.
The facility, approved by the DFC's board, will offer counter-guarantees in partnership with the World Bank's International Finance Corp, its private-sector arm, and its Global Trade Finance Program, Black told Reuters.
"The goal is trying to expand the program and further grow U.S. exports," he said in an interview.
Under Black's leadership, DFC has expanded its investment cap to $205 billion and shifted its focus from traditional poverty alleviation toward mining, extractive industries, energy and digital infrastructure, with an eye to countering China's global influence and securing vital supply chains for the U.S.
#trade #global #program #approved
1 month ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ***** ysis delivered straight to their inbox with the free CRE Daily newsletter.
Tech leased 1.1 million square feet of New York office ***** e in Q3 so far, surpassing legal to become the market's second-largest leasing sector behind finance.
AI companies are driving roughly 60% of tech leasing this quarter, competing for ***** e as Manhattan office supply hits its lowest point since 2020.
Flatiron remains the top tech submarket, while Hudson Square, the Penn District and Downtown are emerging as alternatives for ***** e-constrained tenants.
New York's tech sector has overtaken legal to become the city's second-largest office sector, trailing only finance, according to a September JLL report cited by GlobeSt.com. Tech tenants have leased 1.1 million square feet across the metro so far in the third quarter, a pace JLL Managing Director Joe Sipala called one of the "busiest summers" for office leasing the brokerage has seen in some time.
#daily #square #sector
Tech leased 1.1 million square feet of New York office ***** e in Q3 so far, surpassing legal to become the market's second-largest leasing sector behind finance.
AI companies are driving roughly 60% of tech leasing this quarter, competing for ***** e as Manhattan office supply hits its lowest point since 2020.
Flatiron remains the top tech submarket, while Hudson Square, the Penn District and Downtown are emerging as alternatives for ***** e-constrained tenants.
New York's tech sector has overtaken legal to become the city's second-largest office sector, trailing only finance, according to a September JLL report cited by GlobeSt.com. Tech tenants have leased 1.1 million square feet across the metro so far in the third quarter, a pace JLL Managing Director Joe Sipala called one of the "busiest summers" for office leasing the brokerage has seen in some time.
#daily #square #sector
1 month ago
Invesco Aerospace & Defense ETF (NYSEMKT:PPA) offers a long track record and broad industrial exposure, while Global X Defense Tech ETF (NYSEMKT:SHLD) provides a lower-cost, technology-focused approach to the defense sector.
Defense spending often stays resilient throughout various economic cycles, making aerospace and defense exchange-traded funds a popular choice for investors seeking sector-specific growth. While both funds target the same broad industry, they differ in their approach to legacy hardware versus emerging technologies and software-defined systems. This comparison looks at how the veteran PPA stacks up against the newer SHLD.
Metric
SHLD
PPA
#approach
Defense spending often stays resilient throughout various economic cycles, making aerospace and defense exchange-traded funds a popular choice for investors seeking sector-specific growth. While both funds target the same broad industry, they differ in their approach to legacy hardware versus emerging technologies and software-defined systems. This comparison looks at how the veteran PPA stacks up against the newer SHLD.
Metric
SHLD
PPA
#approach
1 month ago
Ethereum's native token, Ether (ETH), is showing signs of underperformance against Bitcoin (BTC), with a bearish double-top setup emerging just as the US Senate's failure to advance the CLARITY Act adds fresh uncertainty to the crypto market.
Ether was trading near 0.03167 BTC on Sept. 16, after failing to sustain its latest advance against Bitcoin.
The ETH/BTC daily chart shows two comparable peaks near 0.03344 BTC, one formed in August and another in September. Together, they resemble a potential double top, a bearish reversal structure that typically develops when buyers repeatedly fail to push price through the same resistance area.
Its neckline sits around 0.03078 BTC, meaning ETH/BTC would need a decisive daily close below that level to validate the breakdown.
If that happens, subtracting the pattern's maximum height from the neckline produces a downside target near 0.0283 BTC. That would represent a decline of roughly 10% from current levels, signaling further Ethereum underperformance relative to Bitcoin.
#Bitcoin #underperformance #daily #neckline
Ether was trading near 0.03167 BTC on Sept. 16, after failing to sustain its latest advance against Bitcoin.
The ETH/BTC daily chart shows two comparable peaks near 0.03344 BTC, one formed in August and another in September. Together, they resemble a potential double top, a bearish reversal structure that typically develops when buyers repeatedly fail to push price through the same resistance area.
Its neckline sits around 0.03078 BTC, meaning ETH/BTC would need a decisive daily close below that level to validate the breakdown.
If that happens, subtracting the pattern's maximum height from the neckline produces a downside target near 0.0283 BTC. That would represent a decline of roughly 10% from current levels, signaling further Ethereum underperformance relative to Bitcoin.
#Bitcoin #underperformance #daily #neckline
1 month ago
International Flavors & Fragrances Inc. (IFF), headquartered in New York, produces and markets cosmetic active and natural health ingredients for use in various consumer products. Valued at $21.3 billion by market cap, the company flavors and fragrances are individual ingredients and compounds of a large number of ingredients that are blended, mixed, and reacted together to produce proprietary formulas.
Companies worth $10 billion or more are generally described as "large-cap stocks," and IFF perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the specialty chemicals industry. IFF is a preeminent player in global flavors and fragrances, with 35,000+ products spanning food, beverage, personal care, and health & wellness. Its scale, innovation focus, and alignment with natural, sustainable, and customized ingredient trends support a competitive edge, while operations in 60+ countries provide access to emerging markets and evolving consumer preferences.
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#ingredients #markets #Health #products
Companies worth $10 billion or more are generally described as "large-cap stocks," and IFF perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the specialty chemicals industry. IFF is a preeminent player in global flavors and fragrances, with 35,000+ products spanning food, beverage, personal care, and health & wellness. Its scale, innovation focus, and alignment with natural, sustainable, and customized ingredient trends support a competitive edge, while operations in 60+ countries provide access to emerging markets and evolving consumer preferences.
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#ingredients #markets #Health #products
1 month ago
NuScale Power Corporation (SMR) stands out as America's leading developer of small modular reactors (SMRs), building light-water nuclear systems designed to deliver reliable, carbon-free baseload power. Its core product, the NuScale Power Module, targets a wide range of applications, from traditional electricity generation to industrial decarbonization, AI data center power supply, and hydrogen production. Notably, NuScale remains the only SMR developer to secure Standard Design Approval from the U.S. Nuclear Regulatory Commission, a regulatory milestone that continues to anchor its competitive positioning in the emerging advanced nuclear industry.
NuScale's stock has been anything but stable. Over the past 52 weeks, shares have traded across an enormous range, from a low of $7.21 to a high of $57.42, before settling closer to $10.81. That volatility stems from a mix of factors: heavy retail investor interest, elevated short interest fueling sharp swings in both directions, and macroeconomic shifts in interest rates that disproportionately affect capital-intensive, pre-revenue growth companies. Compared to the Russell 2000, a benchmark of diversified, largely profitable small-cap stocks, NuScale carries a significantly higher beta and downside risk, reflecting its speculative, early-stage commercialization profile.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices
#nuclear #crude
NuScale's stock has been anything but stable. Over the past 52 weeks, shares have traded across an enormous range, from a low of $7.21 to a high of $57.42, before settling closer to $10.81. That volatility stems from a mix of factors: heavy retail investor interest, elevated short interest fueling sharp swings in both directions, and macroeconomic shifts in interest rates that disproportionately affect capital-intensive, pre-revenue growth companies. Compared to the Russell 2000, a benchmark of diversified, largely profitable small-cap stocks, NuScale carries a significantly higher beta and downside risk, reflecting its speculative, early-stage commercialization profile.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices
#nuclear #crude
1 month ago
1 month ago
Carlyle Global Head of Liquid Credit Lauren Basmadjian spoke with Bloomberg's Dani Burger from the sidelines of Carlyle's Global Investor Conference and talked about the health of corporate borrowers, the loan market moving toward equilibrium, data centers as an emerging source of loan supply, and more.
#liquid #credit
#liquid #credit