17 hours ago
For the first time in 60 years, Warren Buffett watched someone else lead Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) annual meeting. That doesn't mean Buffett was absent from that May 2 event, though. He was there on the sidelines and had time to field questions in an unofficial capacity.
In a CNBC interview that day, Buffett was asked whether stocks felt expensive. His answer was that he had never seen people more in the mood to gamble and that "prices for an awful lot of things will look very silly."
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 »
Warren Buffett is and always has been a long-term investor. But if things are about to get "silly," should investors adjust their portfolios?
More than 1,000 new exchange-traded funds (ETFs) have launched in 2026 so far. A lot of them involve leverage, ultra-short-term options, and ridiculously high yields. In other words, they're the kinds of products that don't resemble anything that Warren Buffett would consider.
#warren #years
In a CNBC interview that day, Buffett was asked whether stocks felt expensive. His answer was that he had never seen people more in the mood to gamble and that "prices for an awful lot of things will look very silly."
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 »
Warren Buffett is and always has been a long-term investor. But if things are about to get "silly," should investors adjust their portfolios?
More than 1,000 new exchange-traded funds (ETFs) have launched in 2026 so far. A lot of them involve leverage, ultra-short-term options, and ridiculously high yields. In other words, they're the kinds of products that don't resemble anything that Warren Buffett would consider.
#warren #years
19 hours ago
The S&P 500 (SNPINDEX: ^GSPC) stock market index has more than doubled from its 2022 bear market low point, but it faces a number of challenges that could derail its current bull run.
Rising oil prices are stoking inflation, which prompted the Federal Reserve to raise interest rates at its September meeting, and additional hikes might be on the way. This alone has been enough to spark a correction in the broader market in the past, but investors are also wrestling with a potential slowdown in artificial intelligence (AI) infrastructure spending, which is impacting some of the largest stocks in the S&P 500.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
To top things off, the S&P is trading at a very expensive valuation, leaving it particularly vulnerable to a sharp sell-off. Fortunately, there is a way investors can capitalize on a downturn based on almost 70 years' worth of history.
The U.S. and Iran have been engaged in a geopolitical conflict since February, resulting in the closure of the Strait of Hormuz waterway, through which 25% of the world's seaborne oil transits each day. Moreover, the ongoing war between Saudi Arabia and Yemen recently knocked even more oil supply offline, while Ukraine and Russia also continue targeting one another's energy infrastructure.
#rising
Rising oil prices are stoking inflation, which prompted the Federal Reserve to raise interest rates at its September meeting, and additional hikes might be on the way. This alone has been enough to spark a correction in the broader market in the past, but investors are also wrestling with a potential slowdown in artificial intelligence (AI) infrastructure spending, which is impacting some of the largest stocks in the S&P 500.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
To top things off, the S&P is trading at a very expensive valuation, leaving it particularly vulnerable to a sharp sell-off. Fortunately, there is a way investors can capitalize on a downturn based on almost 70 years' worth of history.
The U.S. and Iran have been engaged in a geopolitical conflict since February, resulting in the closure of the Strait of Hormuz waterway, through which 25% of the world's seaborne oil transits each day. Moreover, the ongoing war between Saudi Arabia and Yemen recently knocked even more oil supply offline, while Ukraine and Russia also continue targeting one another's energy infrastructure.
#rising
2 days ago
My wife and I are elderly. I have an individual retirement account (IRA) worth about $100,000, and we have a trust set up through our children to protect our ****** ets. If one or both of us have to go into a nursing home, can they take our IRA? What do we need to do to protect it?
-Dawn
Long-term care (LTC), which may include nursing home stays, is expensive and can quickly suck up savings you may have intended for something else.
How do you prevent that from happening? The specific answer depends on variables you didn't reveal. But in my experience, when people talk about "protecting" ****** ets from LTC costs, they often have Medicaid in mind. So what does that look like? (And if you need more help planning for long-term care costs, consider working with a financial advisor).
Qualifying for Long-Term Care Through Medicaid
#term #protect #home
-Dawn
Long-term care (LTC), which may include nursing home stays, is expensive and can quickly suck up savings you may have intended for something else.
How do you prevent that from happening? The specific answer depends on variables you didn't reveal. But in my experience, when people talk about "protecting" ****** ets from LTC costs, they often have Medicaid in mind. So what does that look like? (And if you need more help planning for long-term care costs, consider working with a financial advisor).
Qualifying for Long-Term Care Through Medicaid
#term #protect #home
2 days ago
With mere hours left on Election Night before polling closes across America, traders on prediction market platform Polymarket are forecasting an 89% chance (as of 7 p.m. ET) that Democrats sweep and retake both the House of Representatives and the Senate. For context, Republicans enter the midterms with 218 of 435 House seats and 53 of 100 Senate seats.
The potential implications of midterm elections on the Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) are massive. If a "blue wave" does unfold, things could get dicey, at least over the short run, for a historically expensive stock market.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
President Trump may soon be working with a divided government. Image source: Official White House Photo by Molly Riley.
President Donald Trump hasn't been keen on the prospect of working with the opposition. In a recent Fox News interview, he proclaimed that "I guess I'll become Mr. Veto" if a blue wave takes shape, and has previously gone on record as stating that he'd "veto everything" sent to him by a Democrat-led Congress.
#House #senate #president #Trump
The potential implications of midterm elections on the Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) are massive. If a "blue wave" does unfold, things could get dicey, at least over the short run, for a historically expensive stock market.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
President Trump may soon be working with a divided government. Image source: Official White House Photo by Molly Riley.
President Donald Trump hasn't been keen on the prospect of working with the opposition. In a recent Fox News interview, he proclaimed that "I guess I'll become Mr. Veto" if a blue wave takes shape, and has previously gone on record as stating that he'd "veto everything" sent to him by a Democrat-led Congress.
#House #senate #president #Trump
5 days ago
Bear markets are a normal part of investing in the stock market. **** ody knows when the next one will arrive, but it will eventually arrive with 100% certainty. The time to prepare is before you face the fear that comes with big market downturns. That's why you should consider owning companies like Johnson & Johnson (NYSE: JNJ), Medtronic (NYSE: MDT), Coca-Cola (NYSE: KO), and Procter & Gamble (NYSE: PG).
But there are two pieces to the story here. First, they all operate in economically resilient industries. Second, they all have incredible dividend track records. Here's a quick look at each one.
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 »
To be fair, you may not be happy about paying for healthcare, since it can be expensive. But you will still pay for it because, in the most extreme cases, it can be the difference between life and death. In less extreme cases, the difference is between a better and worse quality of life, and you'll still probably pay up. The risk of not paying simply isn't worth it.
Johnson & Johnson is a good choice if you are worried about a bear market and are looking for a safe-haven investment. It is a major player in both the pharmaceutical and medical device sectors, providing diversification. It is a Dividend King, having rewarded shareholders with more than 50 consecutive annual dividend increases. And while its yield isn't exactly huge at 2%, it is roughly twice what you'd collect from an S&P 500 index (SNPINDEX: ^GSPC) fund. J&J isn't exactly an exciting company, but it is a reliable one.
#signal
But there are two pieces to the story here. First, they all operate in economically resilient industries. Second, they all have incredible dividend track records. Here's a quick look at each one.
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 »
To be fair, you may not be happy about paying for healthcare, since it can be expensive. But you will still pay for it because, in the most extreme cases, it can be the difference between life and death. In less extreme cases, the difference is between a better and worse quality of life, and you'll still probably pay up. The risk of not paying simply isn't worth it.
Johnson & Johnson is a good choice if you are worried about a bear market and are looking for a safe-haven investment. It is a major player in both the pharmaceutical and medical device sectors, providing diversification. It is a Dividend King, having rewarded shareholders with more than 50 consecutive annual dividend increases. And while its yield isn't exactly huge at 2%, it is roughly twice what you'd collect from an S&P 500 index (SNPINDEX: ^GSPC) fund. J&J isn't exactly an exciting company, but it is a reliable one.
#signal
8 days ago
President Trump recently joked at a rally in Texas that the $5,000 payments he's promised if Republicans win the midterm elections would only get Americans "a hamburger and maybe a small dessert" at his Mar-a-Lago club.
The president has vowed to give every American adult $5,000 if Republicans retain majorities in the House and the Senate after the midterm elections on Nov. 3. Trump specified, though, that the money must be spent in the U.S., pitching his own club as a possible — yet expensive — option on where to spend it.
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
#elections #lago
The president has vowed to give every American adult $5,000 if Republicans retain majorities in the House and the Senate after the midterm elections on Nov. 3. Trump specified, though, that the money must be spent in the U.S., pitching his own club as a possible — yet expensive — option on where to spend it.
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
#elections #lago
8 days ago
Costco has built a reputation on low prices, bulk deals, and member-exclusive perks. But one of the warehouse club's most recognizable attractions is also one of its most controversial: the food court.
For many shoppers, a trip to Costco isn't complete without a $1.50 hot dog and soda, a slice of pizza, or another inexpensive bite after navigating the warehouse's crowded aisles.
The food court has become an important part of the Costco experience, reinforcing the retailer's value-focused image and giving members another reason to shop.
The hot dog deal, whose $1.50 price point has been locked in since 1985, is particularly iconic.
#built #bulk #deals #exclusive
For many shoppers, a trip to Costco isn't complete without a $1.50 hot dog and soda, a slice of pizza, or another inexpensive bite after navigating the warehouse's crowded aisles.
The food court has become an important part of the Costco experience, reinforcing the retailer's value-focused image and giving members another reason to shop.
The hot dog deal, whose $1.50 price point has been locked in since 1985, is particularly iconic.
#built #bulk #deals #exclusive
11 days ago
In a housing market where affordability is increasingly out of reach for many buyers, Vic Bulbon is looking at a type of property that's becoming less expensive: condominiums.
With national home prices near record highs and mortgage rates topping 7% in recent weeks, buying a home remains out of reach for many Americans. Condos appear to offer a rare bright spot, with prices falling across the country.
But even with cheaper sales prices, rising homeowners' **** ociation (HOA) fees and one-time special **** sments are driving up ownership costs.
Now, guidelines released this year by Fannie Mae and Freddie Mac, the government-sponsored agencies that back nearly half of all US home purchases, aim to reduce the financial and structural risks of condo buildings. Real estate agents told CNN that the changes could add pressure to the condo market by further driving up HOA fees, increasing the total monthly bill for condo owners, and potentially eroding the savings of a lower purchase price.
As of mid-October, condo sales prices lagged behind single-family home prices in 99 of the 100 largest markets in the United States, according to data from financial services company Intercontinental Exchange provided to CNN. Nationally, single-family home prices rose 1.5% from a year earlier, while condo prices fell 1.1%.
#prices #home #sales #year
With national home prices near record highs and mortgage rates topping 7% in recent weeks, buying a home remains out of reach for many Americans. Condos appear to offer a rare bright spot, with prices falling across the country.
But even with cheaper sales prices, rising homeowners' **** ociation (HOA) fees and one-time special **** sments are driving up ownership costs.
Now, guidelines released this year by Fannie Mae and Freddie Mac, the government-sponsored agencies that back nearly half of all US home purchases, aim to reduce the financial and structural risks of condo buildings. Real estate agents told CNN that the changes could add pressure to the condo market by further driving up HOA fees, increasing the total monthly bill for condo owners, and potentially eroding the savings of a lower purchase price.
As of mid-October, condo sales prices lagged behind single-family home prices in 99 of the 100 largest markets in the United States, according to data from financial services company Intercontinental Exchange provided to CNN. Nationally, single-family home prices rose 1.5% from a year earlier, while condo prices fell 1.1%.
#prices #home #sales #year
18 days ago
A Tenafly, New Jersey homeowner recreated an unforgettable moment for Knicks fans in a viral Halloween display.
Skeletons brought OG Anunoby's iconic NBA Finals Game 4 tip-in back to life, and there are no bones about it - this recreation is a slam dunk! The tip-in helped deliver the Knicks their first NBA ******* le in 53 years.
The Knicks will hang their World Championship banner at Madison Square Garden on Tuesday for opening night against the Sixers.
The average ticket price on Tick Pick is more than $1,800, making it the most expensive regular season game in NBA history.
#tenafly #skeletons #World
Skeletons brought OG Anunoby's iconic NBA Finals Game 4 tip-in back to life, and there are no bones about it - this recreation is a slam dunk! The tip-in helped deliver the Knicks their first NBA ******* le in 53 years.
The Knicks will hang their World Championship banner at Madison Square Garden on Tuesday for opening night against the Sixers.
The average ticket price on Tick Pick is more than $1,800, making it the most expensive regular season game in NBA history.
#tenafly #skeletons #World
29 days ago
Stocks are doing something that normally should not happen at the same time.
Major indexes keep closing at record highs even as Treasury yields climb to levels not seen in over two decades. That combination has traditionally meant trouble for expensive growth stocks, not fresh records.
Jim Cramer says there is a clear explanation for the disconnect. It comes down to just three companies carrying far more weight than their size alone would suggest.
Also read: Jim Cramer noticed something odd about the stock market
"Mad Money" host Jim Cramer said Nvidia, Microsoft and Meta are propping up the broader market even as surging Treasury yields pressure nearly everything else on Wall Street. "Here, I think there's tremendous distortion caused by some very big winners, namely Nvidia, Microsoft and Meta," he said.
#cramer #meta #market
Major indexes keep closing at record highs even as Treasury yields climb to levels not seen in over two decades. That combination has traditionally meant trouble for expensive growth stocks, not fresh records.
Jim Cramer says there is a clear explanation for the disconnect. It comes down to just three companies carrying far more weight than their size alone would suggest.
Also read: Jim Cramer noticed something odd about the stock market
"Mad Money" host Jim Cramer said Nvidia, Microsoft and Meta are propping up the broader market even as surging Treasury yields pressure nearly everything else on Wall Street. "Here, I think there's tremendous distortion caused by some very big winners, namely Nvidia, Microsoft and Meta," he said.
#cramer #meta #market
30 days ago
Savannah Guthrie said coach tickets for her upcoming holiday trip were surprisingly expensive
The Today co-anchor often sits in coach, near the bathroom
Guthrie joked that she only flies first class when "NBC is paying"
Savannah Guthrie is sharing some insight into her life off-camera.
The Today co-anchor, 54, discussed her upcoming holiday travel plans during a budgeting segment on the morning show Wednesday, Oct. 7.
#guthrie #savannah #upcoming #wednesday
The Today co-anchor often sits in coach, near the bathroom
Guthrie joked that she only flies first class when "NBC is paying"
Savannah Guthrie is sharing some insight into her life off-camera.
The Today co-anchor, 54, discussed her upcoming holiday travel plans during a budgeting segment on the morning show Wednesday, Oct. 7.
#guthrie #savannah #upcoming #wednesday
1 month ago
Disney raised prices on many of its theme park offerings today, coinciding with the start of the company’s new fiscal year. But consumers aren’t pushing back the way they did a few years ago.
Disney’s price hikes are an annual October ritual for the company, and it’s always a tricky balancing act between increasing revenue and consumers’ willingness to pay.
Many ticket types, passes and add-ons at Disneyland are not increasing at all this time. But premium products are getting more expensive, like the highest-level, skip-the-line service at Walt Disney World, which could now run just shy of the $500 mark during peak demand.
It’s a reflection of the company’s strategy: Spread the price boosts across different audiences, while leaving bottom-tier prices - like the slowest season, one-day, one-park tickets - unchanged.
Its theme parks strategy, Disney said, has evolved over time. Higher-priced premium products and add-ons, alongside targeted discounts and a refresh of older attractions, allowed the company this summer to generate the strongest parks and cruises revenue in two years.
#disney #company #consumers
Disney’s price hikes are an annual October ritual for the company, and it’s always a tricky balancing act between increasing revenue and consumers’ willingness to pay.
Many ticket types, passes and add-ons at Disneyland are not increasing at all this time. But premium products are getting more expensive, like the highest-level, skip-the-line service at Walt Disney World, which could now run just shy of the $500 mark during peak demand.
It’s a reflection of the company’s strategy: Spread the price boosts across different audiences, while leaving bottom-tier prices - like the slowest season, one-day, one-park tickets - unchanged.
Its theme parks strategy, Disney said, has evolved over time. Higher-priced premium products and add-ons, alongside targeted discounts and a refresh of older attractions, allowed the company this summer to generate the strongest parks and cruises revenue in two years.
#disney #company #consumers
1 month ago
Investors aren't exactly short on reasons to worry.
The Shiller cyclically adjusted price-to-earnings (CAPE) ratio, which measures stock prices against 10-year inflation-adjusted earnings, and the Buffett indicator, the ratio of stock prices to GDP, show that the S&P 500 (SNPINDEX: ^GSPC) is historically expensive. Leadership has been extraordinarily concentrated in megacap tech stocks. Inflation is well above 3%. Long-term Treasury yields are at multidecade highs. And beneath the surface of the major indexes, market breadth has weakened considerably.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Any one of those could sound like a reason to prepare for the next market crash. But decades of stock market history suggest investors may be obsessing over the wrong things.
Instead of asking if and when stock prices will fall next, I'd ask a much simpler question: How long can you stay invested?
#earnings
The Shiller cyclically adjusted price-to-earnings (CAPE) ratio, which measures stock prices against 10-year inflation-adjusted earnings, and the Buffett indicator, the ratio of stock prices to GDP, show that the S&P 500 (SNPINDEX: ^GSPC) is historically expensive. Leadership has been extraordinarily concentrated in megacap tech stocks. Inflation is well above 3%. Long-term Treasury yields are at multidecade highs. And beneath the surface of the major indexes, market breadth has weakened considerably.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Any one of those could sound like a reason to prepare for the next market crash. But decades of stock market history suggest investors may be obsessing over the wrong things.
Instead of asking if and when stock prices will fall next, I'd ask a much simpler question: How long can you stay invested?
#earnings
1 month ago
The size of your Social Security check changes the nest egg you need more than any differences between states.
Under the 4% rule, each additional $100 a month in benefits cuts the savings a single retiree needs by about $30,000, regardless of state.
A maximum earner who delays to 70 can cover the average comfortable budget on Social Security alone, with essentially nothing saved—but very few qualify for the maximum benefit.
For a single retiree, your monthly Social Security benefit shapes the savings you need more than your address does—there's no second check to fall back on.
But regional costs of living matter, too. An Investopedia ******* ysis of federal cost and benefit data found that the savings a typical single American age 65 or older needs for a comfortable retirement is about $898,000. The least expensive state, North Dakota, runs about $644,000, while the priciest, New Jersey, costs about $1.02 million—a spread of about $375,000.
#security #check #retiree
Under the 4% rule, each additional $100 a month in benefits cuts the savings a single retiree needs by about $30,000, regardless of state.
A maximum earner who delays to 70 can cover the average comfortable budget on Social Security alone, with essentially nothing saved—but very few qualify for the maximum benefit.
For a single retiree, your monthly Social Security benefit shapes the savings you need more than your address does—there's no second check to fall back on.
But regional costs of living matter, too. An Investopedia ******* ysis of federal cost and benefit data found that the savings a typical single American age 65 or older needs for a comfortable retirement is about $898,000. The least expensive state, North Dakota, runs about $644,000, while the priciest, New Jersey, costs about $1.02 million—a spread of about $375,000.
#security #check #retiree
1 month ago
Search for Tom Holland's car collection and you'll find a dozen sites promising a seven-figure garage. Ask any of them for a photo, a registration or one post from Holland himself, and the list gets short fast. Here is the sorted version: what is confirmed, what is movie marketing, and what is internet filler.
The one car with real evidence behind it is the Porsche Taycan Turbo S. In April 2022 Holland came back to Instagram with a photo beside a new Taycan, and the post was widely reported as a Turbo S.
A Porsche Taycan Turbo S, the model reported in Holland's 2022 post. Photo: Rutger van der Maar / Wikimedia Commons / CC BY 2.0
It is a smart pick for an actor who plays a kid from Queens. The Turbo S makes roughly 750 horsepower on overboost, runs on an 800-volt electrical system that fast-charges quicker than most electric cars, and uses a two-speed rear transmission that nearly every other EV skips. Pricing starts north of $180,000 before options. It is also dead quiet, which makes speed easy to miss, a lesson Richard Hammond learned the expensive way.
Audi partnered with Marvel on Spider-Man: Homecoming in 2017. The centerpiece was a short film in which Tony Stark lends Peter Parker a brand-new A8 for his driving test, with J.B. Smoove as the instructor losing a fight with the dashboard.
#turbo #fast #speed
The one car with real evidence behind it is the Porsche Taycan Turbo S. In April 2022 Holland came back to Instagram with a photo beside a new Taycan, and the post was widely reported as a Turbo S.
A Porsche Taycan Turbo S, the model reported in Holland's 2022 post. Photo: Rutger van der Maar / Wikimedia Commons / CC BY 2.0
It is a smart pick for an actor who plays a kid from Queens. The Turbo S makes roughly 750 horsepower on overboost, runs on an 800-volt electrical system that fast-charges quicker than most electric cars, and uses a two-speed rear transmission that nearly every other EV skips. Pricing starts north of $180,000 before options. It is also dead quiet, which makes speed easy to miss, a lesson Richard Hammond learned the expensive way.
Audi partnered with Marvel on Spider-Man: Homecoming in 2017. The centerpiece was a short film in which Tony Stark lends Peter Parker a brand-new A8 for his driving test, with J.B. Smoove as the instructor losing a fight with the dashboard.
#turbo #fast #speed
2 months ago
On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone's design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch display, Apple's largest ever, starts at $1,999 for the 256-gigabyte model and rises to $3,199 for 2 terabytes of storage. This makes it the most expensive iPhone Apple has ever sold, with availability set for October 23.
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.
#iphone #aapl
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.
#iphone #aapl
2 months ago
Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.
#Companies
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.
#Companies
2 months ago
On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc. (NYSE:D) announced a "transformational" Virginia benefits package to address concerns regarding their proposed $66.8 billion merger. The Virginia supplier program, worth up to $1 billion annually for five years, will direct spending toward contractors, suppliers, and service providers in the state.
Additionally, the companies also proposed doubling residential bill credits to four years, protecting retail customers from grid costs tied to Northern Virginia's rapidly expanding AI data centers, and committing $100 million toward directly supporting workforce development in the Commonwealth. NextEra also stated that it plans to add 600 new energy jobs in Virginia, while expecting suppliers to create another 400 positions.
The updated package comes after the proposed merger attracted a great deal of political scrutiny due to the impact it can have on everyday consumers. Virginia Governor Abigail Spanberger also stated last month that she would formally intervene in the regulatory review to press for commitments on electric bill affordability, job protections, and clean-energy investments.
John Ketchum, Chairman, President, and CEO of NextEra Energy, commented:
"This is a Virginia-first package, and it starts with customers. We are proposing to double residential bill relief from two years to four years, along with expanded low-income financial ******* istance and long-term affordability benefits. We are also reaffirming our support for the State Corporation Commission, Governor and General ******* embly's efforts to protect residential and small business customers from costs ******* ociated with serving data centers. Just as important, this package would help Virginia build more of the clean energy and infrastructure it needs faster, so the Commonwealth can reduce its reliance on expensive imported power. And it would do that while positioning Virginia as a major energy leader, bringing NextEra Energy jobs, good-paying supplier jobs, workforce investment, economic development and national-scale energy technology and innovation to Virginia. This is the kind of customer-focused, job-creating package this combination makes possible."
#energy #years #Jobs
Additionally, the companies also proposed doubling residential bill credits to four years, protecting retail customers from grid costs tied to Northern Virginia's rapidly expanding AI data centers, and committing $100 million toward directly supporting workforce development in the Commonwealth. NextEra also stated that it plans to add 600 new energy jobs in Virginia, while expecting suppliers to create another 400 positions.
The updated package comes after the proposed merger attracted a great deal of political scrutiny due to the impact it can have on everyday consumers. Virginia Governor Abigail Spanberger also stated last month that she would formally intervene in the regulatory review to press for commitments on electric bill affordability, job protections, and clean-energy investments.
John Ketchum, Chairman, President, and CEO of NextEra Energy, commented:
"This is a Virginia-first package, and it starts with customers. We are proposing to double residential bill relief from two years to four years, along with expanded low-income financial ******* istance and long-term affordability benefits. We are also reaffirming our support for the State Corporation Commission, Governor and General ******* embly's efforts to protect residential and small business customers from costs ******* ociated with serving data centers. Just as important, this package would help Virginia build more of the clean energy and infrastructure it needs faster, so the Commonwealth can reduce its reliance on expensive imported power. And it would do that while positioning Virginia as a major energy leader, bringing NextEra Energy jobs, good-paying supplier jobs, workforce investment, economic development and national-scale energy technology and innovation to Virginia. This is the kind of customer-focused, job-creating package this combination makes possible."
#energy #years #Jobs
2 months ago
For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA's high-power and expensive AI chips. Anthropic CEO Dario Amodei's latest remarks about the need to slow down AI development due to safety concerns have generated quite a buzz, and Cramer discussed what Broadcom Inc. (NASDAQ:AVGO)'s CEO told him when asked about AI infrastructure development losing traction:
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
2 months ago
Johnson & Johnson (JNJ) stock has returned about 57% over the past year, against about 17% for the S&P 500. On the earnings it has already banked, that price looks expensive. But those earnings carry STELARA, which is losing share to biosimilar competition. What looks dear on earnings already reported comes down sharply on the earnings ***** ysts expect.
At about $270 a share, Johnson & Johnson trades at about 28.3 times its trailing earnings. That figure sits on adjusted earnings: normalized net income with stock-based compensation added back, meant to sit closer to the basis ***** ysts use in their forecasts than a GAAP figure would, though the two measures are not defined identically. Measured as market value against consensus net income, the multiple on fiscal 2026 earnings is about 24.1 times, and on the earnings expected for 2027 it is about 20.9 times.
Those trailing twelve months were not a clean run. STELARA cost Johnson & Johnson about 460 basis points of operational sales growth in the second quarter of 2026. Strip it out and the company grew double digits in that quarter on the same basis, on management's own account.
The trailing multiple measures today's price against a period burdened by slowing STELARA revenue. The rest of the portfolio kept growing. Revenue over the trailing twelve months is close to $98 billion, and the company has 28 products and platforms that each sell more than $1 billion a year.
Immunology shows both sides at once. TREMFYA grew 71% in the second quarter of 2026, and it remains the fastest-growing advanced therapy in both Crohn's disease and ulcerative colitis. STELARA is shrinking under biosimilars in that same segment.
#johnson #earnings
At about $270 a share, Johnson & Johnson trades at about 28.3 times its trailing earnings. That figure sits on adjusted earnings: normalized net income with stock-based compensation added back, meant to sit closer to the basis ***** ysts use in their forecasts than a GAAP figure would, though the two measures are not defined identically. Measured as market value against consensus net income, the multiple on fiscal 2026 earnings is about 24.1 times, and on the earnings expected for 2027 it is about 20.9 times.
Those trailing twelve months were not a clean run. STELARA cost Johnson & Johnson about 460 basis points of operational sales growth in the second quarter of 2026. Strip it out and the company grew double digits in that quarter on the same basis, on management's own account.
The trailing multiple measures today's price against a period burdened by slowing STELARA revenue. The rest of the portfolio kept growing. Revenue over the trailing twelve months is close to $98 billion, and the company has 28 products and platforms that each sell more than $1 billion a year.
Immunology shows both sides at once. TREMFYA grew 71% in the second quarter of 2026, and it remains the fastest-growing advanced therapy in both Crohn's disease and ulcerative colitis. STELARA is shrinking under biosimilars in that same segment.
#johnson #earnings
2 months ago
Investors are largely in agreement that most of Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) stock holdings are solid picks. Every now and then, though, one of its selections raises a few eyebrows.
That's what happened when Berkshire bought 3 million shares of department store chain Macy's (NYSE: M) in the first quarter of this year. Most people appreciate that the struggling company owns a real estate portfolio that may well be worth more than the organization's current market cap of just under $6 billion. To unlock that value, however, the company would need to take on the expensive -- and business-destructive -- headache of winding down at least some of its existing retailing operations, perhaps undermining the value of that real estate in the process.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
But maybe Berkshire Hathaway isn't looking at what's since grown to a 7.4 million share/$162 million stake in Macy's as a real estate bet after all. It could be a legitimate turnaround play.
This premise could be difficult to digest given the so-called retail apocalypse that's been underway since the advent of e-commerce. And, anyone who's been keeping close tabs on the brick-and-mortar retailing industry's struggle probably knows that department store chains' revenue peaked in the early 2000s, and has been dwindling ever since.
#real
That's what happened when Berkshire bought 3 million shares of department store chain Macy's (NYSE: M) in the first quarter of this year. Most people appreciate that the struggling company owns a real estate portfolio that may well be worth more than the organization's current market cap of just under $6 billion. To unlock that value, however, the company would need to take on the expensive -- and business-destructive -- headache of winding down at least some of its existing retailing operations, perhaps undermining the value of that real estate in the process.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
But maybe Berkshire Hathaway isn't looking at what's since grown to a 7.4 million share/$162 million stake in Macy's as a real estate bet after all. It could be a legitimate turnaround play.
This premise could be difficult to digest given the so-called retail apocalypse that's been underway since the advent of e-commerce. And, anyone who's been keeping close tabs on the brick-and-mortar retailing industry's struggle probably knows that department store chains' revenue peaked in the early 2000s, and has been dwindling ever since.
#real
2 months ago
With just over three months left in the year, the S&P 500 (SNPINDEX: ^GSPC) is up 11% year to date. If it manages to stay there, it will end 2026 with four consecutive years of double-digit gains, a feat not accomplished since 1999 -- incidentally, right before it crashed and lost nearly 50% of its value. It lost that over three years, and it didn't reach a new high until mid-2007. Many companies went out of business then as the dot-com bubble burst.
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.
#years #right #lost
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.
#years #right #lost
2 months ago
My husband, 59, and I, 55, are planning to retire over the next few years, and this is one of the biggest unknowns I'm struggling with. My mom had Alzheimer's disease and spent seven years in a really nice memory-care facility in a smaller town. It cost about $7,000 a month. Thankfully, my parents had purchased long-term-care insurance and had paid premiums for about 12 years.
My dad died shortly after being diagnosed with cancer, so his policy was never used. But my mom's policy ended up being worth its weight in gold. It essentially covered all of her care. By the time my mother died, the insurance company had paid out almost $600,000. We only paid about $100 a month for some extras. Needless to say, that experience has made me think.
The 10-year Treasury is having its worst run in over 100 years. Why investors are buying bonds anyway.
'I'm burned out': I'm constantly helping my cousin who is running out of money. Is it too much to expect his sister to help?
I've looked into long-term-care insurance, but the premiums are so incredibly expensive, and I worry about what they'll cost by the time it makes sense for me to seriously consider a policy. We're fortunate financially. After 35 years in the corporate grind, we'll have substantial retirement savings; we've always saved carefully; and we have no debt or mortgage.
#insurance #paid #term
My dad died shortly after being diagnosed with cancer, so his policy was never used. But my mom's policy ended up being worth its weight in gold. It essentially covered all of her care. By the time my mother died, the insurance company had paid out almost $600,000. We only paid about $100 a month for some extras. Needless to say, that experience has made me think.
The 10-year Treasury is having its worst run in over 100 years. Why investors are buying bonds anyway.
'I'm burned out': I'm constantly helping my cousin who is running out of money. Is it too much to expect his sister to help?
I've looked into long-term-care insurance, but the premiums are so incredibly expensive, and I worry about what they'll cost by the time it makes sense for me to seriously consider a policy. We're fortunate financially. After 35 years in the corporate grind, we'll have substantial retirement savings; we've always saved carefully; and we have no debt or mortgage.
#insurance #paid #term
2 months ago
It's no secret that Arm Holdings (NASDAQ: ARM) is a crucial piece of the artificial intelligence (AI) puzzle. But how often do you think of Arm as a top-shelf AI investment? It's easy to forget this impressive compounder amid the glitzy hypergrowth of Nvidia's and AMD's expensive AI accelerators.
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
2 months ago
How long after someone's death will you be dealing with the financial aftermath?
Let's imagine Janice, whose husband, Bill, died five years ago. She thought she had finally finished dealing with all the expensive logistics.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#bezos #dave
Let's imagine Janice, whose husband, Bill, died five years ago. She thought she had finally finished dealing with all the expensive logistics.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#bezos #dave
2 months ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
A mind is a terrible thing to waste, but college is awfully expensive.
Depending on where someone goes to school, they can be left with a lot of debt — an albatross that can hang around their neck for decades. Among 401(k) plan participants in their 40s, those with student loan debt had median retirement account balances roughly 45% lower than those without, according to a new report from the Employee Benefit Research Institute.
The best option is to figure out scholarships, financial aid, debt timelines and what school makes financial sense before going to college. But that's not reality for many clients, leaving advisors to help fit student debt into a financial plan that balances both loans and savings. "The biggest mistake I see is treating student loans as an all-or-nothing problem," said Corinna Rose, a CFP with Bell Investment Advisors. "Many borrowers think they need to eliminate every dollar of debt before they can start investing."
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
#student #sign #many
A mind is a terrible thing to waste, but college is awfully expensive.
Depending on where someone goes to school, they can be left with a lot of debt — an albatross that can hang around their neck for decades. Among 401(k) plan participants in their 40s, those with student loan debt had median retirement account balances roughly 45% lower than those without, according to a new report from the Employee Benefit Research Institute.
The best option is to figure out scholarships, financial aid, debt timelines and what school makes financial sense before going to college. But that's not reality for many clients, leaving advisors to help fit student debt into a financial plan that balances both loans and savings. "The biggest mistake I see is treating student loans as an all-or-nothing problem," said Corinna Rose, a CFP with Bell Investment Advisors. "Many borrowers think they need to eliminate every dollar of debt before they can start investing."
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
#student #sign #many
2 months ago
NEW YORK (AP) — Wall Street capped an up -and- down week Friday with a mixed finish for U.S. stock indexes, as elevated bond yields and oil prices weighed on the market.
The S&P 500 inched 0.2% higher after drifting between modest gains and losses for much of the day. The benchmark index also posted its second straight weekly loss.
The Dow Jones Industrial Average slipped 0.2%, and the Nasdaq composite added 0.4%.
The majority of stocks on Wall Street fell, and helping to weaken them was rising pressure from the bond market. The yield on the 10-year Treasury climbed to 5% from 4.94% late Thursday after it topped the 5% level early this week for the first time since 2023.
Higher yields slow the overall economy by making it more expensive for everyone to borrow money, from the U.S. government to people looking to buy houses to businesses wanting to build AI data centers. They also tend to undercut prices for stocks and other investments.
#street
The S&P 500 inched 0.2% higher after drifting between modest gains and losses for much of the day. The benchmark index also posted its second straight weekly loss.
The Dow Jones Industrial Average slipped 0.2%, and the Nasdaq composite added 0.4%.
The majority of stocks on Wall Street fell, and helping to weaken them was rising pressure from the bond market. The yield on the 10-year Treasury climbed to 5% from 4.94% late Thursday after it topped the 5% level early this week for the first time since 2023.
Higher yields slow the overall economy by making it more expensive for everyone to borrow money, from the U.S. government to people looking to buy houses to businesses wanting to build AI data centers. They also tend to undercut prices for stocks and other investments.
#street
2 months ago
Property and casualty insurer Progressive (NYSE: PGR) is probably best known for selling auto insurance. That's a highly competitive segment of the industry, but the company has proven its chops, reporting a strong combined ratio of 87.3% in the second quarter of 2026. Is the roughly 10% pullback from the 52-week high, and about 25% drawdown from 2025's peak, as of this writing, enough to make the stock a buy? Probably not if you are a value investor.
The combined ratio is a measure of profitability in the insurance sector, with numbers below 100% indicating that a company is earning more from premiums than it costs to support those premiums and cover claims. Progressive has a strong history of running its business well on this front. Basically, it is a good business. But paying too much for a good business can turn it into a bad investment, as Benjamin Graham was fond of saying (Graham notably helped train Warren Buffett).
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 »
So the real question here is whether the drawdowns noted above were sufficient to make Progressive's valuation attractive. The answer there isn't clean cut. For example, the price-to-sales ratio of 1.4x is in the middle of the historical range of roughly 0.5x to 2.2x. If anything, the P/S ratio is kind of toward the high side. The same general story holds with the price-to-book ratio. So these two metrics hint at a stock that isn't expensive, but it also isn't trading at bargain-basement prices.
The price-to-earnings ratio is a bit more positive, with the 11.1x P/E toward the lower end of its historical range. And the average insurance company has a P/E ratio of around 11.8x, so this makes Progressive look reasonably priced. Only Progressive's P/B ratio is 3.7x compared to the industry average of 1.7x, so the broader industry comparison still isn't a clear-cut win.
#ratio #progressive
The combined ratio is a measure of profitability in the insurance sector, with numbers below 100% indicating that a company is earning more from premiums than it costs to support those premiums and cover claims. Progressive has a strong history of running its business well on this front. Basically, it is a good business. But paying too much for a good business can turn it into a bad investment, as Benjamin Graham was fond of saying (Graham notably helped train Warren Buffett).
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 »
So the real question here is whether the drawdowns noted above were sufficient to make Progressive's valuation attractive. The answer there isn't clean cut. For example, the price-to-sales ratio of 1.4x is in the middle of the historical range of roughly 0.5x to 2.2x. If anything, the P/S ratio is kind of toward the high side. The same general story holds with the price-to-book ratio. So these two metrics hint at a stock that isn't expensive, but it also isn't trading at bargain-basement prices.
The price-to-earnings ratio is a bit more positive, with the 11.1x P/E toward the lower end of its historical range. And the average insurance company has a P/E ratio of around 11.8x, so this makes Progressive look reasonably priced. Only Progressive's P/B ratio is 3.7x compared to the industry average of 1.7x, so the broader industry comparison still isn't a clear-cut win.
#ratio #progressive
2 months ago
CleanSpark just announced a Mag 7 tenant for its first AI site, in a bullish disclosure for the former bitcoin miner as it seeks $2B in financing for its first AI site at a time when capital could get more expensive following the Fed's rate hike yesterday.
CleanSpark announced its first-ever AI lease on July 14 – a 20-year, $6.6B deal for 175 critical IT MWs at its Sandersville, Georgia, facility. But at the time, CleanSpark didn't disclose the tenant.
An SEC filing from today reveals that tenant is Meta, the social-media stalwart turned digital marketing giant and burgeoning AI lab, by way of its wholly owned subsidiary, Anviran. But that's not even the most interesting part – this ******* ociation also means that Meta holds an LOI for 885 MW from CleanSpark's Sealy and Brazoria, Texas, sites, since CleanSpark in July said the Sandersville counterparty also signed an exclusivity agreement for those sites.
The filing says that Meta will serve as "guarantor of rent and operating expenses," with the parent company backstopping Anviran.
And this backstop is more important now than ever. As we covered on the show yesterday, the Fed's 25-basis-point rate hike could lead to not just higher borrowing costs but also tightened credit access for non-investment-grade companies.
#tenant
CleanSpark announced its first-ever AI lease on July 14 – a 20-year, $6.6B deal for 175 critical IT MWs at its Sandersville, Georgia, facility. But at the time, CleanSpark didn't disclose the tenant.
An SEC filing from today reveals that tenant is Meta, the social-media stalwart turned digital marketing giant and burgeoning AI lab, by way of its wholly owned subsidiary, Anviran. But that's not even the most interesting part – this ******* ociation also means that Meta holds an LOI for 885 MW from CleanSpark's Sealy and Brazoria, Texas, sites, since CleanSpark in July said the Sandersville counterparty also signed an exclusivity agreement for those sites.
The filing says that Meta will serve as "guarantor of rent and operating expenses," with the parent company backstopping Anviran.
And this backstop is more important now than ever. As we covered on the show yesterday, the Fed's 25-basis-point rate hike could lead to not just higher borrowing costs but also tightened credit access for non-investment-grade companies.
#tenant
2 months ago
Elon Musk's ***** eX has been talking, internally, about buying the leftover customer files of startups that already went under. Not licensing data from companies that are still operating and can say no. Buying the digital estate of companies that no longer exist to say anything at all.
The discussions are happening inside ***** eXAI, the artificial intelligence division born in February when ***** eX merged with xAI. People familiar with the talks told Bloomberg they're informal and might go nowhere. But the idea makes sense from the perspective of an AI lab racing for the frontier.
The goal is basically cheap fuel for Grok. AI models learn from training data—the text, code, and records an algorithm studies to get better at predicting what comes next—and the good stuff, real business records instead of scraped web pages, is getting expensive. A dead company's file cabinet is apparently a bargain by comparison.
Google already did the same. The search giant paid $10 million in a bankruptcy auction for the internal records of Spirit Airlines, the discount carrier that shut down for good this year. They got around 100 million emails, 500 million Microsoft Teams messages, decades of employee files, all headed into an AI training pipeline.
That data belonged to real employees who signed up for a job, not an AI experiment. A flight attendants' union objected in bankruptcy court, arguing that scrubbing names off records—what companies call "de-identifying" data—doesn't stop someone from piecing together who said what in a decade of internal chats. The court fight is still ongoing.
#million #buying #still #training
The discussions are happening inside ***** eXAI, the artificial intelligence division born in February when ***** eX merged with xAI. People familiar with the talks told Bloomberg they're informal and might go nowhere. But the idea makes sense from the perspective of an AI lab racing for the frontier.
The goal is basically cheap fuel for Grok. AI models learn from training data—the text, code, and records an algorithm studies to get better at predicting what comes next—and the good stuff, real business records instead of scraped web pages, is getting expensive. A dead company's file cabinet is apparently a bargain by comparison.
Google already did the same. The search giant paid $10 million in a bankruptcy auction for the internal records of Spirit Airlines, the discount carrier that shut down for good this year. They got around 100 million emails, 500 million Microsoft Teams messages, decades of employee files, all headed into an AI training pipeline.
That data belonged to real employees who signed up for a job, not an AI experiment. A flight attendants' union objected in bankruptcy court, arguing that scrubbing names off records—what companies call "de-identifying" data—doesn't stop someone from piecing together who said what in a decade of internal chats. The court fight is still ongoing.
#million #buying #still #training
