2 hours ago
GENEVA (AP) — Human rights experts commissioned by the U.N.'s top human rights body say they have found "reasonable grounds" to believe the United States committed war crimes in two strikes in Iran, including on a school in the southern city of Minab.
The international fact-finding mission on Iran says the findings center on a pair of airstrikes that killed at least 178 civilians, including women and children.
At the start of the U.S.-Israeli war against Iran in February, at least one U.S. missile hit the Shajareh Tayyebeh school in Minab, according to an ****** ociated Press investigation. There has been no final accounting of what happened. Iranian state media have said 168 people were killed in the strike, most of them children.
"Following the United States and Israeli attacks on 28 February, the mission found reasonable grounds to believe the United States committed the war crime of launching indiscriminate attacks resulting in the loss of life or injury to civilians or damage to civilian objects," the fact-finding team said in a statement.
The Trump administration has yet to directly accept the blame or release findings of a Pentagon investigation into the school bombing.
#school
The international fact-finding mission on Iran says the findings center on a pair of airstrikes that killed at least 178 civilians, including women and children.
At the start of the U.S.-Israeli war against Iran in February, at least one U.S. missile hit the Shajareh Tayyebeh school in Minab, according to an ****** ociated Press investigation. There has been no final accounting of what happened. Iranian state media have said 168 people were killed in the strike, most of them children.
"Following the United States and Israeli attacks on 28 February, the mission found reasonable grounds to believe the United States committed the war crime of launching indiscriminate attacks resulting in the loss of life or injury to civilians or damage to civilian objects," the fact-finding team said in a statement.
The Trump administration has yet to directly accept the blame or release findings of a Pentagon investigation into the school bombing.
#school
2 hours ago
A federal judge blocked Trump's name from being added to the building.
President Donald Trump said on Wednesday the Kennedy Center could "close" or be "ripped down" if his administration doesn't receive recognition on the performing arts center as tensions over his name being removed mount.
"I think that the Trump administration should certainly have recognition. Because frankly, if we don't do that, it's going to close. It'll end up being ripped down," the president told reporters on the tarmac in North Carolina.
Trump claimed that the Kennedy Center was a "mess" without his intervention and "has lost 10s of millions of dollars, even hundreds of millions of dollars," comparing it to New York's Carnegie Hall.
The president's comments come after a federal judge on Tuesday blocked the performing arts center's board from adding a tribute to Trump on the building or site. He responded by saying he wouldn't spend congressionally approved funding for the center's renovation unless the building also bears his name.
#blocked
President Donald Trump said on Wednesday the Kennedy Center could "close" or be "ripped down" if his administration doesn't receive recognition on the performing arts center as tensions over his name being removed mount.
"I think that the Trump administration should certainly have recognition. Because frankly, if we don't do that, it's going to close. It'll end up being ripped down," the president told reporters on the tarmac in North Carolina.
Trump claimed that the Kennedy Center was a "mess" without his intervention and "has lost 10s of millions of dollars, even hundreds of millions of dollars," comparing it to New York's Carnegie Hall.
The president's comments come after a federal judge on Tuesday blocked the performing arts center's board from adding a tribute to Trump on the building or site. He responded by saying he wouldn't spend congressionally approved funding for the center's renovation unless the building also bears his name.
#blocked
4 hours ago
The House of Representatives on Tuesday passed a bipartisan bill aimed at shielding Americans from increased electricity costs **** ociated with data centers being built across the country.
The Ratepayer Protection Act, which passed with an overwhelming 417-3 majority, "ensures American families are not left footing the bill for the grid upgrades and new energy generation required to operate large data centers," Republican Rep. Gabe Evans, one of the bill's sponsors, said ahead of the vote.
The bill now moves to the Senate, where its prospects of passing are uncertain.
The Ratepayer Protection Act is the first major piece of legislation taken up by Congress to address the growing public discontent over the mass buildout of data centers among the American public. Even if it passes, though, it won't directly set the rates that data center operators pay for their electricity.
Congress doesn't have the power to compel utilities to set higher rates for the facilities. Only states have that authority. What the Ratepayer Protection Act would do is compel state utility regulators to consider adopting a federal standard under which large data centers would cover the extra costs of upgrades. The bill is comparable to a proclamation signed by President Trump earlier this year that established a similar voluntary pledge for tech companies.
#passed
The Ratepayer Protection Act, which passed with an overwhelming 417-3 majority, "ensures American families are not left footing the bill for the grid upgrades and new energy generation required to operate large data centers," Republican Rep. Gabe Evans, one of the bill's sponsors, said ahead of the vote.
The bill now moves to the Senate, where its prospects of passing are uncertain.
The Ratepayer Protection Act is the first major piece of legislation taken up by Congress to address the growing public discontent over the mass buildout of data centers among the American public. Even if it passes, though, it won't directly set the rates that data center operators pay for their electricity.
Congress doesn't have the power to compel utilities to set higher rates for the facilities. Only states have that authority. What the Ratepayer Protection Act would do is compel state utility regulators to consider adopting a federal standard under which large data centers would cover the extra costs of upgrades. The bill is comparable to a proclamation signed by President Trump earlier this year that established a similar voluntary pledge for tech companies.
#passed
6 hours ago
A public company typically has limited control over third-party financial products that reference its shares, but Robinhood Markets, Inc. (NASDAQ:HOOD) and AMC Entertainment Holdings, Inc. (NYSE:AMC) are now testing that notion in public, in one of the year's most intense corporate spats. The debate revolves over stock tokens and has evolved from a heated social media post on September 3 to a live televised retort by September 9.
Robinhood Markets, Inc. (NASDAQ:HOOD) expanded its tokenized shares offering, which is issued through a unit named Robinhood ****** ets (Jersey) Limited and traded on Robinhood's proprietary blockchain, Robinhood Chain, to include over 190 public firms, including AMC, without the companies directly signing on. When AMC CEO Adam Aron discovered that his company was among them, he did not mince words. On September 3, Aron posted on X, calling the practice "contemptible, outrageous, disgusting, detestable, inexcusable, vile," questioning how it could possibly be legal, and stating that AMC Entertainment Holdings, Inc. (NYSE:AMC) had no relation to the tokens and did not condone them.
He stated that the company would retain independent securities counsel and vowed to take the matter to the SEC, characterizing Robinhood's tokens as an unregistered securities product that undermines the regular relationship between a public company and its shareholders.
The market reaction was fast and telling: AMC shares rose as much as 21% in overnight trading after the public dispute broke out.
Robinhood did not back down. In the days that followed, the company's chief legal officer, Dan Gallagher, a former SEC commissioner, mocked the tone of Aron's complaint on social media, saying Robinhood "know[s] a little something about the US securities laws," and inviting AMC's lawyers to contact them. CEO Vlad Tenev originally commented on X with a brief "What's the concern?" before making his first extensive, broadcast comments on the controversy in a CNBC "Squawk Box" interview on September 9.
#company
Robinhood Markets, Inc. (NASDAQ:HOOD) expanded its tokenized shares offering, which is issued through a unit named Robinhood ****** ets (Jersey) Limited and traded on Robinhood's proprietary blockchain, Robinhood Chain, to include over 190 public firms, including AMC, without the companies directly signing on. When AMC CEO Adam Aron discovered that his company was among them, he did not mince words. On September 3, Aron posted on X, calling the practice "contemptible, outrageous, disgusting, detestable, inexcusable, vile," questioning how it could possibly be legal, and stating that AMC Entertainment Holdings, Inc. (NYSE:AMC) had no relation to the tokens and did not condone them.
He stated that the company would retain independent securities counsel and vowed to take the matter to the SEC, characterizing Robinhood's tokens as an unregistered securities product that undermines the regular relationship between a public company and its shareholders.
The market reaction was fast and telling: AMC shares rose as much as 21% in overnight trading after the public dispute broke out.
Robinhood did not back down. In the days that followed, the company's chief legal officer, Dan Gallagher, a former SEC commissioner, mocked the tone of Aron's complaint on social media, saying Robinhood "know[s] a little something about the US securities laws," and inviting AMC's lawyers to contact them. CEO Vlad Tenev originally commented on X with a brief "What's the concern?" before making his first extensive, broadcast comments on the controversy in a CNBC "Squawk Box" interview on September 9.
#company
6 hours ago
Walk into a Burlington Stores (NYSE:BURL) location on a Saturday afternoon, and you will see the mechanism of the company's business model in action. It's a literal hunt for value: a customer finds a name-brand jacket at a steep discount, checks the tag, and takes it to the register. Burlington operates as an off-price retailer of apparel, footwear, and home goods. With the stock priced at $228.73 as of Sept. 15, 2026, it has fallen by 15% over the past 12 months, a period marked by significant operational expansion and active navigation of the retail sector.
Our proprietary Hidden Gems scoring system ****** igns Burlington Stores an overall Superscore of 78 out of 100, placing it in the Strong category. The Superscore is an AI-powered metric that evaluates a company's overall strength by combining financial performance, product-market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39).
This 78 Superscore places the company in the Top ~14% of every company we score. This ****** ysis provides a data-driven signal to help you weigh the company's operational strengths against its risks as part of your own due diligence.
Accelerated store growth: Management successfully opened 104 net new stores in fiscal 2025, executing a long-term strategy to reach 2,000 total locations.
Operational efficiency gains: Gross margin reached 46% in Q2 fiscal 2026, driven by improved inventory turnover and a sophisticated supply chain that distributes goods from six regional centers.
#strong
Our proprietary Hidden Gems scoring system ****** igns Burlington Stores an overall Superscore of 78 out of 100, placing it in the Strong category. The Superscore is an AI-powered metric that evaluates a company's overall strength by combining financial performance, product-market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39).
This 78 Superscore places the company in the Top ~14% of every company we score. This ****** ysis provides a data-driven signal to help you weigh the company's operational strengths against its risks as part of your own due diligence.
Accelerated store growth: Management successfully opened 104 net new stores in fiscal 2025, executing a long-term strategy to reach 2,000 total locations.
Operational efficiency gains: Gross margin reached 46% in Q2 fiscal 2026, driven by improved inventory turnover and a sophisticated supply chain that distributes goods from six regional centers.
#strong
6 hours ago
Jim Cramer sees Seneca Foods Corporation (NASDAQ:SENEA) as an attractive food stock after its sharp rally, but he wants investors to leave room for a further pullback. During the September 10 episode of Mad Money, he noted that the shares had recently fallen about 11% from their high the previous week. He added:
Looking at the chart, you'd think this was an AI data center company. The stock's up 256% over the past three years, nearly 70% year to date.
Cramer said its appeal starts with its exposure to both branded and private-label products:
They don't care whether you're buying the premium nationally branded stuff or the cheap private-label knockoffs because they package everything.
Seneca reported fiscal first-quarter 2027 revenue of $405.2 million, up 36.2% year over year, while diluted EPS increased to $2.85 from $2.14. Management attributed the revenue growth to the Green Giant U.S. frozen acquisition, private-label growth and the timing of contract-packaging sales. Cramer credited the Green Giant transaction with helping drive the improvement after Seneca acquired B&G Foods' U.S. frozen business in March.
#seneca #giant
Looking at the chart, you'd think this was an AI data center company. The stock's up 256% over the past three years, nearly 70% year to date.
Cramer said its appeal starts with its exposure to both branded and private-label products:
They don't care whether you're buying the premium nationally branded stuff or the cheap private-label knockoffs because they package everything.
Seneca reported fiscal first-quarter 2027 revenue of $405.2 million, up 36.2% year over year, while diluted EPS increased to $2.85 from $2.14. Management attributed the revenue growth to the Green Giant U.S. frozen acquisition, private-label growth and the timing of contract-packaging sales. Cramer credited the Green Giant transaction with helping drive the improvement after Seneca acquired B&G Foods' U.S. frozen business in March.
#seneca #giant
6 hours ago
Small modular reactors, or SMRs, are essentially miniature nuclear power plants. They can be built faster than larger conventional nuclear facilities. And while typically more expensive on a per-megawatt basis, upfront capital investment can also be much lower than that of traditional nuclear plants.
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
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 »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."
#smrs #power #small
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
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 »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."
#smrs #power #small
6 hours ago
As the artificial intelligence revolution shifts from experimentation to industrial scale, choosing between Cerebras Systems (NASDAQ:CBRS) and CoreWeave (NASDAQ:CRWV) presents a unique choice for investors seeking infrastructure growth in 2026.
Cerebras builds massive chips designed to accelerate intensive workloads, while CoreWeave offers specialized cloud services for those same tasks. Both companies have seen rapid growth as businesses scramble for computing power, making them key names to watch among semiconductor stocks and infrastructure providers.
Cerebras Systems focuses on a single, bold hardware proposition: the Wafer-Scale Engine. This processor is the size of an entire silicon wafer, designed to train complex models much faster than traditional clusters. The company serves enterprise, government, and high-performance computing customers across North America, Europe, and the Middle East. While its latest annual report does not disclose specific major customers, its global reach continues to expand as it targets large-scale research and national security projects.
Financial performance has trended upward significantly in recent years. In its 2025 fiscal year (FY), revenue reached $510.0 million, representing growth of 75.7% compared to the prior year. The company also achieved profitability during this period, reporting net income of $237.8 million. This results in a net margin of 46.6%, which measures the percentage of revenue that remains as profit after all expenses are paid.
As of its December 2025 balance sheet, the company maintains a current ratio of 2.1x, indicating its ability to cover short-term obligations with short-term ***** ets while the debt-to-equity ratio is -0.5x. During FY 2025, free cash flow was negative at $392.8 million. Free cash flow is the cash a business generates after paying for its operations and capital expenditures to maintain the business.
#cerebras #million #cash #wafer
Cerebras builds massive chips designed to accelerate intensive workloads, while CoreWeave offers specialized cloud services for those same tasks. Both companies have seen rapid growth as businesses scramble for computing power, making them key names to watch among semiconductor stocks and infrastructure providers.
Cerebras Systems focuses on a single, bold hardware proposition: the Wafer-Scale Engine. This processor is the size of an entire silicon wafer, designed to train complex models much faster than traditional clusters. The company serves enterprise, government, and high-performance computing customers across North America, Europe, and the Middle East. While its latest annual report does not disclose specific major customers, its global reach continues to expand as it targets large-scale research and national security projects.
Financial performance has trended upward significantly in recent years. In its 2025 fiscal year (FY), revenue reached $510.0 million, representing growth of 75.7% compared to the prior year. The company also achieved profitability during this period, reporting net income of $237.8 million. This results in a net margin of 46.6%, which measures the percentage of revenue that remains as profit after all expenses are paid.
As of its December 2025 balance sheet, the company maintains a current ratio of 2.1x, indicating its ability to cover short-term obligations with short-term ***** ets while the debt-to-equity ratio is -0.5x. During FY 2025, free cash flow was negative at $392.8 million. Free cash flow is the cash a business generates after paying for its operations and capital expenditures to maintain the business.
#cerebras #million #cash #wafer
6 hours ago
HIVE Digital Technologies (Nasdaq: HIVE), a Canada-based Bitcoin miner and data center operator, has appointed Hubert Marleau as an independent director at BUZZ HPC.
The company, which trades on the Nasdaq and Toronto Stock Exchange, said Marleau will serve on the board of its wholly owned AI cloud and high-performance computing subsidiary.
Marleau brings more than 50 years of experience in Canadian capital markets. He co-founded Palos Capital Corp. and Palos Management Inc. and has served as governor of both the Montreal and Vancouver stock exchanges, chairman of the Toronto Stock Exchange Listing Committee, and a director of the Investment Dealers ******* ociation of Canada.
Related: Dogecoin co-founder mocks Trump's $5,000 dividend plan
During his five-decade-long career, he has sat on the boards of more than 50 publicly traded companies in Canada and the United States and advised on numerous mergers, acquisitions, and financings, according to the company.
#canada #marleau #palos
The company, which trades on the Nasdaq and Toronto Stock Exchange, said Marleau will serve on the board of its wholly owned AI cloud and high-performance computing subsidiary.
Marleau brings more than 50 years of experience in Canadian capital markets. He co-founded Palos Capital Corp. and Palos Management Inc. and has served as governor of both the Montreal and Vancouver stock exchanges, chairman of the Toronto Stock Exchange Listing Committee, and a director of the Investment Dealers ******* ociation of Canada.
Related: Dogecoin co-founder mocks Trump's $5,000 dividend plan
During his five-decade-long career, he has sat on the boards of more than 50 publicly traded companies in Canada and the United States and advised on numerous mergers, acquisitions, and financings, according to the company.
#canada #marleau #palos
6 hours ago
Klarna stock has cratered 51% year to date and 32% in just the past month, trading near its 52-week low of $12.
While KLAR collapsed, Sezzle surged 87% and Affirm slipped just 3%, signaling Klarna's pain is company-specific, not a BNPL sector rout.
Klarna's Q2 showed transaction margin up 42% and a swing to $9M net profit, but a guidance cut and accounting changes cloud the Q3 outlook.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Klarna Group plc didn't make the cut. Enter your email to see the names that beat KLAR. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Klarna (NYSE:KLAR) are trading at $14.23 on Tuesday afternoon, leaving the buy now, pay later (BNPL) lender down 51% year to date. Klarna stock is also down 32% over the past month, meaning much of the damage has landed recently rather than fading out.
#klar #year #month
While KLAR collapsed, Sezzle surged 87% and Affirm slipped just 3%, signaling Klarna's pain is company-specific, not a BNPL sector rout.
Klarna's Q2 showed transaction margin up 42% and a swing to $9M net profit, but a guidance cut and accounting changes cloud the Q3 outlook.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Klarna Group plc didn't make the cut. Enter your email to see the names that beat KLAR. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Klarna (NYSE:KLAR) are trading at $14.23 on Tuesday afternoon, leaving the buy now, pay later (BNPL) lender down 51% year to date. Klarna stock is also down 32% over the past month, meaning much of the damage has landed recently rather than fading out.
#klar #year #month
6 hours ago
Interested in 3M Company? Here are five stocks we like better.
3M says it is ahead of its 2027 targets, citing 5.4% second-quarter organic growth, higher margins, improved execution and on-time, in-full delivery rising to about 90%.
Data centers are a major growth priority. Its expanded beam optics technology has been standardized by Microsoft Azure, is being evaluated by five other hyperscalers, and could address a market approaching $2 billion within the next two years.
Innovation and cost reductions are supporting the outlook: 3M plans more than 350 new-product launches this year, is consolidating factories, expects to offset $150 million–$175 million in oil-related costs through pricing, and is tracking above its 25% operating-margin goal for next year.
3 Stocks Whose Charts May Be Signaling the Next Big Move
#company
3M says it is ahead of its 2027 targets, citing 5.4% second-quarter organic growth, higher margins, improved execution and on-time, in-full delivery rising to about 90%.
Data centers are a major growth priority. Its expanded beam optics technology has been standardized by Microsoft Azure, is being evaluated by five other hyperscalers, and could address a market approaching $2 billion within the next two years.
Innovation and cost reductions are supporting the outlook: 3M plans more than 350 new-product launches this year, is consolidating factories, expects to offset $150 million–$175 million in oil-related costs through pricing, and is tracking above its 25% operating-margin goal for next year.
3 Stocks Whose Charts May Be Signaling the Next Big Move
#company
7 hours ago
Axon Enterprise (AXON) shares are slipping on Tuesday morning after the public safety tech firm announced plans for a $1 billion debt offering. In its press release, management said it wants to raise fresh capital by offering 0% convertible senior notes due in late 2031.
The announcement arrives as Axon stock has already fallen out of favor with investors, currently down about 30% versus its August high.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Stock
The announcement arrives as Axon stock has already fallen out of favor with investors, currently down about 30% versus its August high.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#Stock
7 hours ago
Liberty Media Formula One (FWONK) is increasingly looking like more than a fast-growing sports franchise — it is becoming a premium global media and entertainment ******* et. That view is gaining traction on Wall Street, with Jefferies initiating coverage of FWONK stock with a "Buy" rating and a $115 price target, implying about 22% potential upside from current levels. Jefferies views Formula One as a high-quality media and consumer-experiences business, supported by its premium sports ******* ets, ******* et-light model, and margin-expansion opportunity.
Jefferies believes that the company streamlining Formula One and MotoGP after the Liberty Live separation and MotoGP acquisition could improve how its allocates capital and executes. Moreover, ******* ysts highlighted Apple's (AAPL) new U.S. F1 media-rights deal for Apple TV, estimating it could add revenue of about $55 million annually through 2030. Overall, the firm expects revenue to grow to $5.84 billion in 2028, and adjusted OIBDA margins to expand to 27.2%.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#liberty
Jefferies believes that the company streamlining Formula One and MotoGP after the Liberty Live separation and MotoGP acquisition could improve how its allocates capital and executes. Moreover, ******* ysts highlighted Apple's (AAPL) new U.S. F1 media-rights deal for Apple TV, estimating it could add revenue of about $55 million annually through 2030. Overall, the firm expects revenue to grow to $5.84 billion in 2028, and adjusted OIBDA margins to expand to 27.2%.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#liberty
7 hours ago
Between 2023 and 2025, Nvidia (NASDAQ: NVDA) was the market's most obvious artificial intelligence (AI) trade. During this period, the stock went parabolic, surging by 1,180% and turning the chipmaker into the world's most valuable company by market cap. On a split-adjusted basis, that was a climb from about $14 per share to $186 by the end of 2025.
Currently, Nvidia stock sits around $218, up another 17% year to date. This is what it looks like when a company owns a scarce product that's in heavy demand -- in this case, graphics processing units (GPUs).
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 »
Micron Technology's (NASDAQ: MU) rocket-like move came a bit later, but hit much harder. Memory chips were an afterthought during the initial GPU gold rush. But as training clusters got larger and inference workloads got hungrier, supplies of high bandwidth memory (HBM) started running short. Prices for HBM soared, and Micron stock responded epically -- rising 239% in 2025 and another 242% so far this year. This type of price action indicates the market has recognized that memory is no longer just another tech commodity -- its supply is one of the key bottlenecks dictating the pace at which data centers can be built.
Nvidia and Micron are not the same bet. While Nvidia sells engines, Micron is selling the tanks for the fuel these engines cannot operate without. This begs the question: At this point, which of these AI chip stocks would be the better one to buy and hold for the next five years?
#signal #Stock #chipmaker
Currently, Nvidia stock sits around $218, up another 17% year to date. This is what it looks like when a company owns a scarce product that's in heavy demand -- in this case, graphics processing units (GPUs).
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 »
Micron Technology's (NASDAQ: MU) rocket-like move came a bit later, but hit much harder. Memory chips were an afterthought during the initial GPU gold rush. But as training clusters got larger and inference workloads got hungrier, supplies of high bandwidth memory (HBM) started running short. Prices for HBM soared, and Micron stock responded epically -- rising 239% in 2025 and another 242% so far this year. This type of price action indicates the market has recognized that memory is no longer just another tech commodity -- its supply is one of the key bottlenecks dictating the pace at which data centers can be built.
Nvidia and Micron are not the same bet. While Nvidia sells engines, Micron is selling the tanks for the fuel these engines cannot operate without. This begs the question: At this point, which of these AI chip stocks would be the better one to buy and hold for the next five years?
#signal #Stock #chipmaker
7 hours ago
Coca-Cola announced plans Tuesday to invest $10 billion in U.S. infrastructure between 2026 and 2030, covering new and expanded production, distribution and office facilities across the country.
That $10 billion commitment is calculated across the full Coca-Cola system — meaning it rolls in spending by bottling partners and is not limited to the parent company's own capital budget, according to Reuters. In July, the company forecast its own capital expenditure at approximately $2.2 billion for the fiscal year. Projects covered by the broader $10 billion commitment include previously announced work in Rancho Cucamonga, California; Colorado Springs, Colorado; Indianapolis, Indiana; Birmingham, Alabama; Coopersville, Michigan; St. Cloud, Minnesota; Orlando, Florida; and Webster, New York, the company said.
The announcement accompanied an independently commissioned study measuring the Coca-Cola system's 2025 economic contributions in the United States. The study found the system contributed $85 billion to U.S. gross domestic product — roughly $10 million in economic activity per hour — and supported nearly 1 million jobs, the company said. Rounding out the economic picture, the system directed roughly $37 billion toward American suppliers and channeled $177 million into community initiatives via The Coca-Cola Foundation and the Coca-Cola Scholars Foundation.
"This ****** sment reinforces what we see every day: the Coca-Cola system is deeply rooted in America and continues to deliver meaningful value for the people and communities we serve," John Murphy, president and chief financial officer of The Coca-Cola Company, said in a statement.
The company said its production network spans more than 70 facilities and hundreds of distribution centers across all 50 states, Washington, D.C., and Puerto Rico, with the system's economic contributions exceeding $1 billion in 25 states. The study was conducted by Steward Redqueen.
#billion #economic #across #study
That $10 billion commitment is calculated across the full Coca-Cola system — meaning it rolls in spending by bottling partners and is not limited to the parent company's own capital budget, according to Reuters. In July, the company forecast its own capital expenditure at approximately $2.2 billion for the fiscal year. Projects covered by the broader $10 billion commitment include previously announced work in Rancho Cucamonga, California; Colorado Springs, Colorado; Indianapolis, Indiana; Birmingham, Alabama; Coopersville, Michigan; St. Cloud, Minnesota; Orlando, Florida; and Webster, New York, the company said.
The announcement accompanied an independently commissioned study measuring the Coca-Cola system's 2025 economic contributions in the United States. The study found the system contributed $85 billion to U.S. gross domestic product — roughly $10 million in economic activity per hour — and supported nearly 1 million jobs, the company said. Rounding out the economic picture, the system directed roughly $37 billion toward American suppliers and channeled $177 million into community initiatives via The Coca-Cola Foundation and the Coca-Cola Scholars Foundation.
"This ****** sment reinforces what we see every day: the Coca-Cola system is deeply rooted in America and continues to deliver meaningful value for the people and communities we serve," John Murphy, president and chief financial officer of The Coca-Cola Company, said in a statement.
The company said its production network spans more than 70 facilities and hundreds of distribution centers across all 50 states, Washington, D.C., and Puerto Rico, with the system's economic contributions exceeding $1 billion in 25 states. The study was conducted by Steward Redqueen.
#billion #economic #across #study
8 hours 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
8 hours ago
Palantir Technologies (PLTR) and Nebius Group (NBIS) have joined forces in a partnership that directly supports both companies' growth stories. Palantir gets a compute partner that can support its push into sovereign AI, while Nebius gains access to a prominent enterprise distribution channel through Palantir. That makes the deal appear straightforward and mutually beneficial on paper. Still, both stocks face growing investor skepticism. Palantir's valuation remains a major point of debate among investors, and Nebius still needs to show that its capital-heavy build-out will eventually lead to durable profitability.
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#palantir #compute #still
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#palantir #compute #still
8 hours ago
CrowdStrike (CRWD) shares closed higher on Monday after tech leaders, including Dario Amodei, Sam Altman, and Elon Musk, warned artificial intelligence (AI) capabilities are advancing faster than safety guardrails. The stock's upward momentum has continued on Tuesday.
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
#crowdstrike #crwd #elon #goldman
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
#crowdstrike #crwd #elon #goldman
8 hours ago
On September 10, a caller outlined a detailed financial thesis showing Micron Technology, Inc. (NASDAQ:MU) reaching $1,400 and asked whether the **** ysis held water. In response, Mad Money host Jim Cramer said:
I mean, that's a remarkable **** ysis. It's spot on in every single number. Every single thing you said is true, which is why my Charitable Trust owns it, and why we are buying it aggressively. And by the way, can I just say if you listen to what… [the caller] said, he put some money away. He was fortunate enough to have money, which I know not everybody can have, but he had money. He put it in an individual stock. Now, if he put it in an index fund, he'd make some money, but he got really rich. And part of my job is not just to get you rich, but to hopefully get you really rich.
Micron Technology, Inc. (NASDAQ:MU) stands as one of three primary global manufacturers of dynamic random-access memory (DRAM) and NAND flash memory, positioning it at the center of the ongoing expansion in artificial intelligence infrastructure. Because advanced AI workloads require significantly higher memory bandwidth, demand has surged for Micron's High-Bandwidth Memory (HBM3E) architecture, which is integrated directly into top-tier AI graphics processors and data center accelerators. With memory production capacity for advanced AI chips remaining constrained industry-wide, Micron has secured long-term purchase agreements that cover its HBM output through 2026 and into 2027, providing visibility into top-line revenue growth.
Driven by accelerated AI server adoption and broader pricing recovery across traditional DRAM and NAND markets, it reported extraordinary growth in fiscal Q3. Revenue surged to $41.46 billion, more than quadrupling the $9.30 billion generated in the same period last year and stepping up sharply from $23.86 billion in the prior quarter. The company demonstrated exceptional operating leverage during the period, posting GAAP net income of $28.24 billion ($24.67 per diluted share) and non-GAAP net income of $28.86 billion ($25.11 per diluted share). Operating cash flow also scaled quickly, reaching $25.39 billion compared to $11.90 billion in the prior quarter and $4.61 billion in the prior-year period.
Despite its strong position in the AI supply chain, Micron Technology, Inc. (NASDAQ:MU) operates in a historically cyclical memory industry with some operational and market risks. Memory chip pricing remains sensitive to industry-wide supply-and-demand imbalances, where oversupply can rapidly compress profit margins during broader downturns in consumer electronics demand or corporate IT spending.
#billion #memory #NASDAQ #industry
I mean, that's a remarkable **** ysis. It's spot on in every single number. Every single thing you said is true, which is why my Charitable Trust owns it, and why we are buying it aggressively. And by the way, can I just say if you listen to what… [the caller] said, he put some money away. He was fortunate enough to have money, which I know not everybody can have, but he had money. He put it in an individual stock. Now, if he put it in an index fund, he'd make some money, but he got really rich. And part of my job is not just to get you rich, but to hopefully get you really rich.
Micron Technology, Inc. (NASDAQ:MU) stands as one of three primary global manufacturers of dynamic random-access memory (DRAM) and NAND flash memory, positioning it at the center of the ongoing expansion in artificial intelligence infrastructure. Because advanced AI workloads require significantly higher memory bandwidth, demand has surged for Micron's High-Bandwidth Memory (HBM3E) architecture, which is integrated directly into top-tier AI graphics processors and data center accelerators. With memory production capacity for advanced AI chips remaining constrained industry-wide, Micron has secured long-term purchase agreements that cover its HBM output through 2026 and into 2027, providing visibility into top-line revenue growth.
Driven by accelerated AI server adoption and broader pricing recovery across traditional DRAM and NAND markets, it reported extraordinary growth in fiscal Q3. Revenue surged to $41.46 billion, more than quadrupling the $9.30 billion generated in the same period last year and stepping up sharply from $23.86 billion in the prior quarter. The company demonstrated exceptional operating leverage during the period, posting GAAP net income of $28.24 billion ($24.67 per diluted share) and non-GAAP net income of $28.86 billion ($25.11 per diluted share). Operating cash flow also scaled quickly, reaching $25.39 billion compared to $11.90 billion in the prior quarter and $4.61 billion in the prior-year period.
Despite its strong position in the AI supply chain, Micron Technology, Inc. (NASDAQ:MU) operates in a historically cyclical memory industry with some operational and market risks. Memory chip pricing remains sensitive to industry-wide supply-and-demand imbalances, where oversupply can rapidly compress profit margins during broader downturns in consumer electronics demand or corporate IT spending.
#billion #memory #NASDAQ #industry
8 hours ago
Fast-growing stocks and artificial intelligence (AI) seem to go hand in hand, and there are several examples of stocks growing their revenue at 50%, 100%, or even 200%. But none quite touch how rapidly Nebius (NASDAQ: NBIS) is growing. During its most recent quarter, revenue rose by a jaw-dropping 454% year over year. What's even more impressive is that this growth rate is expected to last through the rest of the year, and 2027's will also be elevated.
It's starting to make a lot of sense that Nvidia (NASDAQ: NVDA) is investing in Nebius, and there's still a great buying opportunity here for investors.
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 »
Nebius is a neocloud business that provides AI-focused cloud computing power to its clients. Among its biggest clients are Meta Platforms and Microsoft, each of which has signed multi-year deals with Nebius to expand capacity. Both Microsoft and Meta have their own data centers, and Microsoft rents out its capacity to others, so why are they renting from Nebius?
Nebius' deal with Nvidia provides it with leading hardware before others, so it's a way to gain early access to the best computing units. Furthermore, these companies like having a bit of flexibility and not having to build too many data centers, as well as getting their hands on as much computing capacity as quickly as possible.
#Microsoft
It's starting to make a lot of sense that Nvidia (NASDAQ: NVDA) is investing in Nebius, and there's still a great buying opportunity here for investors.
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 »
Nebius is a neocloud business that provides AI-focused cloud computing power to its clients. Among its biggest clients are Meta Platforms and Microsoft, each of which has signed multi-year deals with Nebius to expand capacity. Both Microsoft and Meta have their own data centers, and Microsoft rents out its capacity to others, so why are they renting from Nebius?
Nebius' deal with Nvidia provides it with leading hardware before others, so it's a way to gain early access to the best computing units. Furthermore, these companies like having a bit of flexibility and not having to build too many data centers, as well as getting their hands on as much computing capacity as quickly as possible.
#Microsoft
9 hours ago
In some markets, it costs less to rent than to buy — by a lot. And it could be a great way to save a ton of money during your retirement years.
Mortgage and financial consultant Cody Schuiteboer of Best Interest Financial said many retirees never even consider renting as a serious option.
"There is an unshakeable mentality that buying is always the right choice, but the opposite is often true in retirement," he said. "If renting is actually cheaper in that market, renting lets retirees stretch their nest egg further."
MoneyLion ran the rent-versus-ownership numbers in the top retirement destinations along the East Coast and found the cities offering the greatest savings to renters. The homeownership numbers ****** umed a 10% down payment and a 6.53% interest rate, using average home price and rent numbers from Zillow.
Best of all, the following retirement hubs all have a total monthly expenditure cost under $4,000 according to BLS data, and adults over 65 make up at least 20% of the population.
#rent
Mortgage and financial consultant Cody Schuiteboer of Best Interest Financial said many retirees never even consider renting as a serious option.
"There is an unshakeable mentality that buying is always the right choice, but the opposite is often true in retirement," he said. "If renting is actually cheaper in that market, renting lets retirees stretch their nest egg further."
MoneyLion ran the rent-versus-ownership numbers in the top retirement destinations along the East Coast and found the cities offering the greatest savings to renters. The homeownership numbers ****** umed a 10% down payment and a 6.53% interest rate, using average home price and rent numbers from Zillow.
Best of all, the following retirement hubs all have a total monthly expenditure cost under $4,000 according to BLS data, and adults over 65 make up at least 20% of the population.
#rent
9 hours ago
On September 8, United Natural Foods Inc. (NYSE:UNFI) announced its fourth quarter and full FY26 results. For the final quarter, the company posted an adjusted EBITDA of $172 million, which grew 48.3% compared to Q4 FY25. United's fourth quarter adjusted EPS of $0.69 took a sharp turn relative to a $0.11 adjusted loss per share for the same period last year. Cash flow from operating activities for the quarter stood at $197 million, along with free cash flow of $80 million.
Nejron Photo/Shutterstock.com
Amid a favorable customer mix and network optimizations, United delivered Q4 gross profit of $1,050 million, increasing marginally by 1.9% from the same period last year. This led to a gross margin of 13.7%, compared to 13.4% recorded in Q4 FY25. Cost-saving initiatives, which included efficient productivity through distribution centers and network optimizations, translated into lower operating expenses on a year-over-year basis. It helped United jump from an $87 million net loss for Q4 FY25 to a net income of $35 million during the recently concluded quarter.
For the complete fiscal year, the company delivered an adjusted EBITDA of $701 million, showcasing a 27% growth compared to FY25. Full-year adjusted EPS also climbed from $0.71 last year to $2.65. United generated FY26 operating cash flow of $540 million and free cash flow of $323 million.
Several encouraging operational developments took place during the fourth quarter. United initiated onboarding additional business from its existing customer base, as well as the new ones. Topline impact of such additions will be seen during FY27, once the broader optimization initiatives have cycled through. For its Lean Daily Management (LDM) program, the company concluded a preliminary rollout covering 44 distribution centers. This resulted in year-over-year enhancement in fill rates, throughput, and on-time deliveries, for four consecutive quarters.
#cash #flow #fourth #company
Nejron Photo/Shutterstock.com
Amid a favorable customer mix and network optimizations, United delivered Q4 gross profit of $1,050 million, increasing marginally by 1.9% from the same period last year. This led to a gross margin of 13.7%, compared to 13.4% recorded in Q4 FY25. Cost-saving initiatives, which included efficient productivity through distribution centers and network optimizations, translated into lower operating expenses on a year-over-year basis. It helped United jump from an $87 million net loss for Q4 FY25 to a net income of $35 million during the recently concluded quarter.
For the complete fiscal year, the company delivered an adjusted EBITDA of $701 million, showcasing a 27% growth compared to FY25. Full-year adjusted EPS also climbed from $0.71 last year to $2.65. United generated FY26 operating cash flow of $540 million and free cash flow of $323 million.
Several encouraging operational developments took place during the fourth quarter. United initiated onboarding additional business from its existing customer base, as well as the new ones. Topline impact of such additions will be seen during FY27, once the broader optimization initiatives have cycled through. For its Lean Daily Management (LDM) program, the company concluded a preliminary rollout covering 44 distribution centers. This resulted in year-over-year enhancement in fill rates, throughput, and on-time deliveries, for four consecutive quarters.
#cash #flow #fourth #company
9 hours ago
AMD stock surged 127% YTD after Data Center revenue doubled to $6.7B, yet 24/7 Wall St. rates it HOLD at $481 on stretched valuation.
Nvidia trades at a P/E of 44 despite $89B in Data Center revenue, making AMD's triple-digit multiple look dangerously extended by comparison.
Lisa Su sees a $1.4 trillion AI accelerator market by 2030, with Helios delivering 30% more tokens per dollar than rivals.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Our AMD (NASDAQ:AMD) call is one of the tougher ones we've made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers.
#revenue #hold #NVIDIA
Nvidia trades at a P/E of 44 despite $89B in Data Center revenue, making AMD's triple-digit multiple look dangerously extended by comparison.
Lisa Su sees a $1.4 trillion AI accelerator market by 2030, with Helios delivering 30% more tokens per dollar than rivals.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Our AMD (NASDAQ:AMD) call is one of the tougher ones we've made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers.
#revenue #hold #NVIDIA
9 hours ago
ARK Invest sold over 142,000 CRCL shares Monday across ARKK and ARKW, pushing Circle Internet down 8% despite a 25% monthly gain.
COIN and BMNR each slid 5% as the Senate's Clarity Act vote threatens to open stablecoin markets to better-funded bank competitors.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Circle Internet Group didn't make the cut. Enter your email to see the names that beat CRCL. The report is free. Enter your email and see if any of your stocks made the cut.
Circle Internet Group (NYSE:CRCL) stock is falling on Tuesday after ARK Invest trimmed its position ahead of a U.S. Senate procedural vote on the Digital ******* et Market Clarity Act. Circle Internet stock is down 8% to $89.56 in midday trading. The move stands out among crypto-linked equities because the same manager cut several crypto positions but concentrated the sale in Circle Internet.
Coinbase Global (NASDAQ:COIN) shares are down 5% to $181.06. Also lower, Bitmine Immersion Technologies (NYSEAMERICAN:BMNR) stock is sliding 5% to $24.38. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.5% to $757.09, so the selling is concentrated in crypto-linked names.
#crcl #coin
COIN and BMNR each slid 5% as the Senate's Clarity Act vote threatens to open stablecoin markets to better-funded bank competitors.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Circle Internet Group didn't make the cut. Enter your email to see the names that beat CRCL. The report is free. Enter your email and see if any of your stocks made the cut.
Circle Internet Group (NYSE:CRCL) stock is falling on Tuesday after ARK Invest trimmed its position ahead of a U.S. Senate procedural vote on the Digital ******* et Market Clarity Act. Circle Internet stock is down 8% to $89.56 in midday trading. The move stands out among crypto-linked equities because the same manager cut several crypto positions but concentrated the sale in Circle Internet.
Coinbase Global (NASDAQ:COIN) shares are down 5% to $181.06. Also lower, Bitmine Immersion Technologies (NYSEAMERICAN:BMNR) stock is sliding 5% to $24.38. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.5% to $757.09, so the selling is concentrated in crypto-linked names.
#crcl #coin
9 hours ago
On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640.
The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in 2026. The company has become one of the biggest vendors for Nvidia-based servers and related equipment, benefiting from strong demand for AI infrastructure from cloud companies and enterprises.
Photo by Pok Rie on Pexels
RBC ***** yst David Paige wrote in a note that Dell Technologies Inc. (NYSE:DELL) is showing no signs of slowing. RBC believes that the company "continues to be well positioned to benefit from a multi-year AI infrastructure spending cycle."
Paige pointed out that "Dell Technologies Inc.'s (NYSE:DELL) best-in-class supply chain represents a competitive moat that differentiates the company during periods of supply disruption, as customers increasingly turn to Dell Technologies Inc. (NYSE:DELL) for a 'calming hand' during periods of supply volatility/constraints."
#paige
The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in 2026. The company has become one of the biggest vendors for Nvidia-based servers and related equipment, benefiting from strong demand for AI infrastructure from cloud companies and enterprises.
Photo by Pok Rie on Pexels
RBC ***** yst David Paige wrote in a note that Dell Technologies Inc. (NYSE:DELL) is showing no signs of slowing. RBC believes that the company "continues to be well positioned to benefit from a multi-year AI infrastructure spending cycle."
Paige pointed out that "Dell Technologies Inc.'s (NYSE:DELL) best-in-class supply chain represents a competitive moat that differentiates the company during periods of supply disruption, as customers increasingly turn to Dell Technologies Inc. (NYSE:DELL) for a 'calming hand' during periods of supply volatility/constraints."
#paige
9 hours ago
A European independent power producer is expanding its ******* et base on the continent. Israel-headquartered Econergy on September 15 said it is entering the French market with a €134-million ($155 million) acquisition of Escofi, a private wind energy platform of about 740 MW.Econergy, which has offices across Europe, said the deal significantly expands the company's European wind ******* et base, bringing its total renewable portfolio to 13 GW. Escofi, founded in 1988, originates, finances, builds, and operates onshore wind projects, with its wind energy portfolio across four development stages: 128 MW in commercial operation, 34 MW under construction, 147 MW in advanced development stage (with building permits and grid connection approvals in place and construction due to commence between 2028 and 2030), and 432 MW in early and mid-stage development.Escofi's portfolio is concentrated in the Hauts-de-France and Grand Est regions of northern France, which officials said have the strongest onshore wind conditions and regulatory environments in the country.
More than 90% of Escofi's operational and under-construction capacity benefits from 20-year contracted revenues under France's Contracts for Difference (CfDs) regime, providing a stable, long-term revenue stream for the portfolio. Escofi in July of this year secured additional CfDs for three more projects totaling 46 MW at prices above €80/MWh ($92/MWh) for 20-year terms, further strengthening the portfolio's contracted revenue base."The acquisition of Escofi is a significant strategic step for Econergy, establishing our presence in France and materially expanding our European wind platform," said Eyal Podhorzer, CEO of Econergy. "Escofi brings us a proven, 37-year-old French onshore wind operator with a high-quality operational fleet and a strong pipeline of projects with 20-year CfD revenues located in the best wind regions in France. Combined with our existing European platform, this gives Econergy a stronger and more geographically diversified base of long-term, contracted cash flows to build on."Escofi's 309 MW of operational, under-construction, and advanced-development projects are expected to generate annual revenues of €59-65 million and EBITDA of €47-53 million on a representative-year basis. By 2030, on completion of the projects under construction and the 147-MW advanced pipeline, Escofi's operational capacity is expected to reach about 300 MW, with project-level EBITDA of about €42–44 million. Escofi's effective ownership across projects stands at about 91%, and the 432-MW early- and mid-stage pipeline provides the platform's long-term growth runway, according to the company.
#econergy
More than 90% of Escofi's operational and under-construction capacity benefits from 20-year contracted revenues under France's Contracts for Difference (CfDs) regime, providing a stable, long-term revenue stream for the portfolio. Escofi in July of this year secured additional CfDs for three more projects totaling 46 MW at prices above €80/MWh ($92/MWh) for 20-year terms, further strengthening the portfolio's contracted revenue base."The acquisition of Escofi is a significant strategic step for Econergy, establishing our presence in France and materially expanding our European wind platform," said Eyal Podhorzer, CEO of Econergy. "Escofi brings us a proven, 37-year-old French onshore wind operator with a high-quality operational fleet and a strong pipeline of projects with 20-year CfD revenues located in the best wind regions in France. Combined with our existing European platform, this gives Econergy a stronger and more geographically diversified base of long-term, contracted cash flows to build on."Escofi's 309 MW of operational, under-construction, and advanced-development projects are expected to generate annual revenues of €59-65 million and EBITDA of €47-53 million on a representative-year basis. By 2030, on completion of the projects under construction and the 147-MW advanced pipeline, Escofi's operational capacity is expected to reach about 300 MW, with project-level EBITDA of about €42–44 million. Escofi's effective ownership across projects stands at about 91%, and the 432-MW early- and mid-stage pipeline provides the platform's long-term growth runway, according to the company.
#econergy
9 hours ago
Nvidia's (NVDA) Vera Rubin GPUs claim 70% of the $4M VR200 rack bill of materials, while Micron (MU) benefits from the 22% memory slice.
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."
#rack #materials #vera
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."
#rack #materials #vera
10 hours ago
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter.
Coca-Cola said the beverage giant and its bottlers will invest $10 billion in U.S. infrastructure by 2030 to meet growing demand for its offerings.
The system-wide investments include a mix of new and previously announced projects that will expand production, distribution and office facilities, according to a Tuesday press release.
This includes a bottling distribution facility in Rancho Cucamonga, California; a bottling plant in Colorado Springs, Colorado; a manufacturing plant in Indianapolis; a Coca-Cola United campus in Birmingham, Alabama; a Fairlife plant in Coopersville, Michigan; and a distribution center in Orlando.
Other investments are planned for St. Cloud, Minnesota, and at a Fairlife plant in Webster, New York. Additional investments will be made during the next four years, a Coca-Cola spokesperson said in an email.
#Colorado
Coca-Cola said the beverage giant and its bottlers will invest $10 billion in U.S. infrastructure by 2030 to meet growing demand for its offerings.
The system-wide investments include a mix of new and previously announced projects that will expand production, distribution and office facilities, according to a Tuesday press release.
This includes a bottling distribution facility in Rancho Cucamonga, California; a bottling plant in Colorado Springs, Colorado; a manufacturing plant in Indianapolis; a Coca-Cola United campus in Birmingham, Alabama; a Fairlife plant in Coopersville, Michigan; and a distribution center in Orlando.
Other investments are planned for St. Cloud, Minnesota, and at a Fairlife plant in Webster, New York. Additional investments will be made during the next four years, a Coca-Cola spokesperson said in an email.
#Colorado
10 hours ago
Auxier ******* et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a material contributor. UnitedHealth Group Incorporated (NYSE:UNH) is a multinational health benefits company based in Eden Prairie, Minnesota. On September 14, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $383.55 per share. Over the past month, UnitedHealth Group Incorporated (NYSE:UNH) declined 4.38%, while its shares gained 10.86% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $344.27 billion with a 52-week trading range between $255.97 and $461.62.
Auxier ******* et Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"UnitedHealth Group Incorporated (NYSE:UNH) Leads the Way in Reshaping the Insurance Industry with AI UnitedHealth Group is among the companies that have successfully integrated AI into various parts of their operations. One of the most significant benefits has been in administrative functions, where AI has helped save tens of thousands of hours through increased automation and efficiency. As an example, automated transcription of patient encounters has contributed to lower levels of clinician burnout. Management reports that they are generating about $2 of value for every $1 spent on AI due to reductions in manual labor. We like this measured approach to implementing AI where it can provide clear operational benefits and attractive returns, which has been a key strategy of current CEO Stephen Hemsley. UnitedHealth's success in AI use highlights the technology's potential on the user side where companies can benefit without the high upfront cost of building the infrastructure. Cigna Group is projecting $200 million in
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a material contributor. UnitedHealth Group Incorporated (NYSE:UNH) is a multinational health benefits company based in Eden Prairie, Minnesota. On September 14, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $383.55 per share. Over the past month, UnitedHealth Group Incorporated (NYSE:UNH) declined 4.38%, while its shares gained 10.86% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $344.27 billion with a 52-week trading range between $255.97 and $461.62.
Auxier ******* et Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"UnitedHealth Group Incorporated (NYSE:UNH) Leads the Way in Reshaping the Insurance Industry with AI UnitedHealth Group is among the companies that have successfully integrated AI into various parts of their operations. One of the most significant benefits has been in administrative functions, where AI has helped save tens of thousands of hours through increased automation and efficiency. As an example, automated transcription of patient encounters has contributed to lower levels of clinician burnout. Management reports that they are generating about $2 of value for every $1 spent on AI due to reductions in manual labor. We like this measured approach to implementing AI where it can provide clear operational benefits and attractive returns, which has been a key strategy of current CEO Stephen Hemsley. UnitedHealth's success in AI use highlights the technology's potential on the user side where companies can benefit without the high upfront cost of building the infrastructure. Cigna Group is projecting $200 million in
10 hours ago
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#quarter #spending #bought #engine
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#quarter #spending #bought #engine
