Alluvium ***** et Management, an ***** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) is a Chinese multinational company that focuses on cloud computing, e-commerce, and artificial intelligence. On September 14, 2026, Alibaba Group Holding Limited (NYSE:BABA) closed at $109.23 per share. Over the past month, Alibaba Group Holding Limited (NYSE:BABA) declined 14.03%, and its shares lost 32.08% over the past 52 weeks. Alibaba Group Holding Limited (NYSE:BABA) has a market capitalization of $268.48 billion, and its stock has traded within a 52-week range of $91.99 and $192.67.
Conventum – Alluvium Global Fund stated the following regarding Alibaba Group Holding Limited (NYSE:BABA) in its Q2 2026 investor letter:
"Alibaba Group Holding Limited (NYSE:BABA) was down 21.3%. Its results were all about AI, and how its investments are paying off, and management's confidence to make further investments. So the only disappointing news (if you can call it that), was that free cash is being chewed up by capital expenses to the point where it has become negative. The results were generally well received. Share price fluctuations are par for the course, especially for Alibaba. We are not fussed. As a consequence of the falling share price, its maintainable earnings yield (on our numbers) has increased to 7.7% and it is trading at a circa 30% discount to our valuation. The Fund's current position is 2.6%."
Alibaba Group Holding Limited (NYSE:BABA) ranks 30 on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Alibaba Group Holding Limited (NYSE:BABA) at the end of the second quarter which was 102 in the previous quarter. While we acknowledge the potential of Alibaba Group Holding Limited (NYSE:BABA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#alibaba #baba #alluvium #quarter

There are plenty of reasons for investors to be nervous about stocks right now. Inflation remains stubbornly high. Treasury yields are climbing. And traders now see a 90% probability that the Federal Reserve raises interest rates at its September meeting this week.
Yet I'm still buying and holding the Vanguard Total Stock Market ETF (NYSEMKT: VTI).
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 »
The reason comes down to one thing. Corporate earnings are proving remarkably resilient and are projected to continue growing at a healthy rate through at least the end of 2027.
Stocks don't necessarily need falling interest rates to move higher. If corporate profits keep growing fast enough, earnings can push stock prices higher over the next six to 12 months.

#total #interest

On September 10, Zumiez Inc. (NASDAQ:ZUMZ) reported weaker-than-expected results for its second quarter ended August 1, 2026, with the results falling short of Wall Street estimates and sending the stock lower.
For the second quarter of fiscal 2026, Zumiez Inc. (NASDAQ:ZUMZ) reported net sales of $209 million, down 2.5% year-over-year. Comparable sales declined 2.1%, with the weakness mainly coming from the US. Canada, Europe, and Australia all had positive comparable sales growth for the quarter. The company said it saw strong sales growth across its international markets, but softer domestic sales and lower foot traffic weighed on overall results.
The company also posted a net loss of $2.7 million, or $0.17 per share, compared with a net loss of $1.0 million, or $0.06 per share, in the second quarter of fiscal 2025.
Third-Quarter Outlook Disappoints, But Is It All Bad?
Zumiez Inc. (NASDAQ:ZUMZ) introduced third-quarter guidance, which also failed to provide much relief as it came in below Wall Street expectations. For the three months ending October 31, 2026, the company expects net sales of $222 million to $226 million, while earnings per share are projected to range from $0.00 to $0.10.

#quarter #sales

The S&P 500 Index ($SPX) (SPY) is down by -0.58% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.95%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.69%. E-mini S&P futures (ESU26) are down -0.56%, and September E-mini Nasdaq futures (NQU26) are down -0.67%.
Stock indexes are falling today, with the S&P 500 and the Dow Jones Industrials posting 6-week lows. Stocks are under pressure as elevated crude oil prices raise inflation expectations and push bond yields higher worldwide. The 10-year T-note yield rose to a 19-year high of 5.04% today. The 10-year German Bund yield rose to a 17-year high of 3.57%, and the 10-year ******* an JGB bond yield rose to a 30-year high of 3.04%. Also, enthusiasm for the AI trade, the major driver of stock gains this year, remains tempered as debate continues over whether the technology may inflict catastrophic harm and whether political pressure for new regulations may slow development.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#year #today #jones

GSK plc (NYSE:GSK) plans to close its vaccine manufacturing facility in Dresden, Germany, by summer 2027, putting 641 jobs at risk. The decision reflects declining demand for traditional egg-based flu vaccines, which has left GSK with more manufacturing capacity than it needs. GSK reviewed its Dresden and Ste-Foy, Canada, flu vaccine sites and chose to consolidate production in Canada, which it says can meet anticipated demand more sustainably and competitively.
The closure comes as GSK plc (NYSE:GSK) is shifting its influenza strategy toward newer technology: the company is advancing an mRNA-based seasonal flu vaccine into Phase III after Phase II results showed stronger immune responses than standard-dose vaccines in younger adults and high-dose vaccines in older adults. The broader vaccine environment has also weakened, with Reuters reporting declining sales across flu, RSV, and other vaccines amid lower demand and policy-related pressures, increasing the importance of manufacturing discipline and portfolio selection.
Copyright: kadmy / 123RF Stock Photo
The closure could ultimately strengthen GSK plc (NYSE:GSK)'s margins and cash generation by removing excess capacity from a declining part of the influenza market rather than continuing to carry the fixed costs of an underutilized facility. GSK explicitly said demand for traditional egg-based flu vaccines is falling and that it has more capacity than required, while the Canadian facility can meet anticipated future demand competitively.
This is particularly important because GSK's vaccine business remains a significant earnings contributor but is increasingly being driven by products with better growth prospects: second-quarter 2026 vaccine sales rose 8% to £2.3 billion, with meningitis vaccines up 21% and Arexvy sales increasing by more than 100%, while Shingrix generated £0.9 billion. The Dresden decision therefore looks less like a retreat from vaccines overall and more like a reallocation of manufacturing capacity away from mature egg-based products toward higher-value technologies.

#demand #Manufacturing

GSK plc (NYSE:GSK) plans to close its vaccine manufacturing facility in Dresden, Germany, by summer 2027, putting 641 jobs at risk. The decision reflects declining demand for traditional egg-based flu vaccines, which has left GSK with more manufacturing capacity than it needs. GSK reviewed its Dresden and Ste-Foy, Canada, flu vaccine sites and chose to consolidate production in Canada, which it says can meet anticipated demand more sustainably and competitively.
The closure comes as GSK plc (NYSE:GSK) is shifting its influenza strategy toward newer technology: the company is advancing an mRNA-based seasonal flu vaccine into Phase III after Phase II results showed stronger immune responses than standard-dose vaccines in younger adults and high-dose vaccines in older adults. The broader vaccine environment has also weakened, with Reuters reporting declining sales across flu, RSV, and other vaccines amid lower demand and policy-related pressures, increasing the importance of manufacturing discipline and portfolio selection.
Copyright: kadmy / 123RF Stock Photo
The closure could ultimately strengthen GSK plc (NYSE:GSK)'s margins and cash generation by removing excess capacity from a declining part of the influenza market rather than continuing to carry the fixed costs of an underutilized facility. GSK explicitly said demand for traditional egg-based flu vaccines is falling and that it has more capacity than required, while the Canadian facility can meet anticipated future demand competitively.
This is particularly important because GSK's vaccine business remains a significant earnings contributor but is increasingly being driven by products with better growth prospects: second-quarter 2026 vaccine sales rose 8% to £2.3 billion, with meningitis vaccines up 21% and Arexvy sales increasing by more than 100%, while Shingrix generated £0.9 billion. The Dresden decision therefore looks less like a retreat from vaccines overall and more like a reallocation of manufacturing capacity away from mature egg-based products toward higher-value technologies.

#vaccine

When people picture ***** e Exploration Technologies (NASDAQ: SPCX), the first things that likely come to their minds are its reusable Falcon rockets. What investors may not fully grasp is that ***** eX is building a three-headed machine across launch, satellite internet, and artificial intelligence (AI) computing.
Currently, ***** eX boasts a market capitalization of just under $2 trillion. The question I am wondering is whether the AI pillar can stretch that value toward $3 trillion without the broader story falling apart.
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 »
The short answer to that question is yes, it's possible. But it's not guaranteed. ***** eX's path to a $3 trillion market cap would have to run through cash flow that thus far has come from just one side of the business, but that now has a second engine quietly warming up.
The ***** e business was ***** eX's original foundation. This segment specializes in launching rockets -- the Falcon 9 and Falcon Heavy -- that carry NASA crews and cargo, as well as private company payloads.

#rockets

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Liberty Capital Corporation (NASDAQ:GLIBK). Liberty Capital Corporation (NASDAQ:GLIBK) is a communication services company that provides a range of data, wireless, video, voice, and managed services. GCI Liberty, Inc. rebranded to Liberty Capital Corporation (NASDAQ:GLIBK) in May 2026. On September 15, 2026, Liberty Capital Corporation (NASDAQ:GLIBK) closed at $25.55 per share. Over the past month, Liberty Capital Corporation (NASDAQ:GLIBK) declined 1.50% and its shares lost 27.02% over the past 52 weeks. Liberty Capital Corporation (NASDAQ:GLIBK) has a market capitalization of $1.02 billion, and its stock trades within a 52-week range of $19.30 and $41.18.
Conventum – Alluvium Global Fund stated the following regarding Liberty Capital Corporation (NASDAQ:GLIBK) in its Q2 2026 investor letter:
"GCI Liberty, the Alaskan cable business that was spun out of Liberty Broadband, has been renamed Liberty Capital Corporation (NASDAQ:GLIBK) (to reflect a future which is expected to include a broader array of businesses, and with its legacy GCI Alaska cable business being the solid "cash cow"). It fell 40.6%. There was plenty of news. Most notable was its USD 360m acquisition of Quintillion, which owns around 3,000 kilometres of fibre cable and plans to expand it by a further 2,500 kilometres or so. This perfectly aligns with Liberty's GCI operations. We understand Quintillion generates around USD 55-60m in revenue and USD 30m in free cash. We would expect significant synergies (reportedly around USD 20m) so we have little doubt that the deal adds value. And in fact, when we incorporate it into our model, the valuation uplift is around 35%. Management also decided to retreat from the competitive and low margin video business. And finally, Liberty Capital had intended to acquire an interest in Liberty Latin America by striking a deal for an initial 6% stake and building on that by buying John Malone's interest. For some reason this did not proceed which perhaps spooked the market. With the share price falling (to levels approximating half our valuation), and encouraged by its CEO buying shares, we increased our

Is there anything prettier than a consistently uptrending stock price chart? I'm drawn to these types of charts. I've always thought a consistent uptrend is an indication of strong buying power for a stock. However, while I can tell you if a chart looks like a consistent, methodical trend, it's hard to define it using data, which is necessary to create an indicator. That's why, until now, I've never put numbers behind my theory.
I won't go into the details, but using moving averages over various time frames, I've created a ranking system for stocks with the most consistent uptrends and downtrends over the past three months. Using this ranking system, Docusign (DOCU) is one of the top uptrending stocks. That's a pretty chart, if I do say so myself. When I see a chart like this, I think, why would it stop now?
In this week's article, I'll test my theory with actual numbers and see if DOCU and other stocks like it are good bets, like my instincts have always led me to believe.
For this study, I went back to 2024 and picked the 18th of each month, which corresponds to the end of this week. I used my trend ranking system to find the 30 stocks in the strongest uptrends and the 30 in the most consistent downtrends. Then, I tracked how each group performed over the next month of trading. The table below summarizes the results.
My instincts look correct based on the average returns of the stocks. The top uptrending stocks averaged a return of 2.15% over the next month, while the most consistently downtrending stocks averaged a return of 1.57%. The other stocks averaged 1.84%, falling between the two groups.

#chart #like #ranking #month

Canadian heavyweight icon George Chuvalo, potentially the toughest man to ever live, passed this weekend on his 89th birthday after a lengthy battle with dementia.
Chuvalo fought 93 times in 22 years as a professional, sharing the ring with icons like Floyd Patterson, Joe Frazier, George Foreman, and Muhammad Ali without ever once hitting the canvas. A multiple-time national champion, he twice challenged for world **** les, falling short against Ernie Terrell in 1965 and the aforementioned Ali a year later. His career highlights include his 1965 Ring Magazine Fight of the Year against Patterson and a 1969 knockout of Jerry Quarry.
Deeply beloved in his home country, Chuvalo suffered unimaginable tragedy in his personal life, losing two children to heroin addiction while both a third and his wife committed suicide. Despite this, he remained by all accounts a delightful and gregarious figure, a prolific anti-drug advocate and namesake of a community center that supports LGBTQ and other youth in his hometown of Toronto.
Sadly, accumulated damage led to Chuvalo developing dementia, for which he received care in the final years of his life.
Though he never won a world **** le or punched his ticket to the Hall of Fame, Chuvalo deserves recognition for both his extraordinary durability and his status as a genuinely good man in a sport that, at times, can feel dishearteningly short on them. Rest easy, George.

#ever #dementia #years #World

The Denver Broncos drive was derailed by a really bad holding call on Pat Bryant. The hold was just the Kansas City Chiefs player falling down, but that's how it goes in today's NFL. They would punt it back to the Chiefs after gaining most of the yards back.
Denver's defense would come up big on the Chiefs' next drive with Malcolm Roach tipping a third down pass near midfield to force another punt.
Starting from their own 12 yard line, Bo Nix and the Broncos offense opened things up with a checkdown to Adam Trautman for a six yard gain and a quick toss outside to Pat Bryant was an easy first down but he took his eye off the ball just long enough to drop it. On third down and four, Nix hit Jaylen Waddle finally but was immediately hit and tackled a yard short of the first down marker.
After a short two yard run for the Chiefs, Que Robinson exploded off the edge and nearly sacked Patrick Mahomes who threw the ball into the dirt to avoid the sack. On third and eight, Mahomes was pressured again and somehow picked his way through the line and gained just enough for the first down. That would be all they would get and would be punting a few plays later.
A nice punt return by Marvin Mims Jr. finally got the Broncos starting position outside of the 20 yard line for a change. An end around by Troy Franklin picked up five, then an outstanding spin move by RJ Harvey picked up four yards. On third and one, Nix from an empty backfield was immediately pressured and had to scramble to throw it away for yet another punt.

#first

Brian Ortega has pulled out of his scheduled UFC 331 bout against Renato Moicano with an injury.
'T-City' has endured harship in recent years. The 35-year-old has only managed five fights in the last five years, averaging one per year. But it isn't just his activity that has been slacking. His last win came in early 2024, which is his lone victory in five. Now out of the rankings and looking to move up a division, Ortega needed a stroke of good luck to come his way. That hasn't happened; in fact, bad luck seems to be looming overhead.
After falling out of the fight due to injury in March, Brian Ortega hoped a rescheduled clash against Renato Moicano would go smoothly. But just days ahead of his proposed appearance at UFC 331, injury strikes again.
While classified as an undisclosed injury, a picture has surfaced online that potentially shows the true cause. An image of Ortega with a significant cut and swelling above his left eye has been
With days to prepare for an opponent, Renato Moicano has been removed from the Los Angeles card entirely.

#renato #brian #years #last

The 20th-ranked Iowa Hawkeyes roll into Week 3 after claiming the Cy-Hawk Trophy with a 16-13 win over Iowa State from Kinnick Stadium in Iowa City.
After falling behind 10-0 early, Iowa knotted the game back up by halftime thanks to a 1-yard Hank Brown touchdown run and a Caden Buhr field goal. Buhr would add two more field goal makes in the second half, including his game-winning, 42-yarder with just 15 seconds remaining.
As Iowa turns its attention to its final nonconference date, the Hawkeyes released their Week 3 depth chart vs. UNI:
No. 1: Hank Brown OR Jeremy Hecklinski
No. 3: Jimmy Sullivan

#brown #buhr #goal #hawk

Here's what we know after Monday's press conference in New York to announce the new MMA promotion backed by Strikeforce founder and former Bellator president Scott ******* er:
— It will be called Ki MMA, which looks like K-1 on paper but is ******* ounced like "key," which led to at least one accidental pun in just the first half-hour or so of conversation among the executives.
— Its fights will take place in a modified boxing ring, with such an abundance of tightly ******* ed ropes that should help us finally figure out if it's possible to use this set up without fighters getting tangled or falling through.
— It will focus on tournament-based competition, beginning with a 32-man featherweight tournament in 2027, that will draw fighters from four different continents — North America, South America, Europe and Asia — leading to a world grand prix final, where the eventual champion will have to win two fights in one night.
What we didn't find out was who will be in this tournament or where we'll be able to watch it. Those are typically two pretty important factors in determining whether or not fight fans will get on board, but I guess we're taking things one step at a time.

#bellator

The 2026 home campaign for the Salt Lake Bees (24-44/63-79) came to a close this week as they welcomed the Round Rock Express (Triple-A, Texas Rangers). Known as the "E-Train," the Lone Star side steamrolled their way to a dominant series victory, winning five of six. Outside of a 11-1 thrashing on Thursday, the Bees never held a lead in the other five contests. The Express (38-31/69-75) collected their first road series win in Salt Lake since 2021, when they swept the Bees in a six-game set.
Despite a quality start from Bees starter Ryan Costeiu, Round Rock earned a 5-1 series opening victory on Tuesday. The visitors scored in four different frames, while Niko Kavadas helped Salt Lake avoid a shutout with a fifth-inning solo blast. Wednesday was more of the same, as the Express tallied a 6-1 victory. MLB rehabber Josh Jung punctuated the win with a solo blast in the eighth, as the Bees were held to just a trio of hits for the second straight game.
As mentioned above, the Salt Lake bats came alive on Thursday with an 11-1 rout. The team tied their season-high with four homers, spotlighted by Kavadas' second multi-homer night of the campaign. The infielder's surge was part of a four-hit night, his first at any level since 2022. On the mound, Joel Hurtado turned in 6.2 innings of one-run ball, finally collecting his first Triple-A win in his eighth try. After falling behind 5-0 on Friday, the Bees nearly completed a comeback, coming up just short in a 5-4 defeat. Salt Lake got the winning run on base in the ninth, but ultimately fell short.
The final Saturday and Sunday at home in 2026 were near carbon copies of each other. Big first innings for Round Rock put them in the driver's seat, leading 6-0 and 4-0, respectively. Saturday's output was more than enough for the visitors as they added seven more runs over the course of the game to shutout the Bees 13-0. On Sunday's home finale, Salt Lake battled and answered every time the Express scored. They closed the gap to 6-4 before Round Rock gained some length with Aaron Zavala's two-run blast in the sixth, the only longball of the evening. The Bees did not go down without a fight, bringing the tying run to the plate in the ninth. A flyball was tracked down for the 27th and final out of the finale, completing the Express' 9-6 victory.
The 74th and final home game saw 7,853 fans come through the turnstiles of The Ballpark at America First Square — the largest crowd in ballpark history. Salt Lake finished 35-39 at home this season, winning or splitting nine of their 13 total home series. The Bees were victorious in at least one game against every opponent who came to South Jordan, avoiding a sweep for the second straight season as the hosts.

#lake #express

On September 10, Shoe Station Group (NASDAQ:SHOE) held its first earnings call under its new name, and the numbers told a story of a company still finding its footing. Second quarter net sales fell 7.2% to $284.3 million from $306.4 million a year earlier, with comparable sales down 7.1%. But buried in the report was a sharper signal: August comparable sales improved to a 2.7% decline, a real jump from the second quarter's pace, and management is pointing to store-by-store product changes as the reason why.
Shoe Station's turnaround argument rests on giving up the idea that every store should look the same. Interim CEO Clifton Sifford said the company had been running nearly identical ***** ortments across its stores even though its two banners serve very different customers, and that approach stopped working. The shift already shows up in the numbers. Once the company localized its athletic ***** ortments ahead of back-to-school, adult athletic sales moved from a low single-digit decline in the second quarter to a low single-digit increase in August.
Running shoes comped positive in both men's and women's categories, and men's work boots, a replenishment category with loyal repeat buyers, grew 2%. Management believes this fall's boot lineup is the best it has fielded in years, heading into what Sifford expects to be a bigger nonathletic fashion cycle. E-commerce sales grew 18.8% even as store traffic fell, and in-store conversion actually improved, evidence that customers who show up are buying; they just are not showing up in the same numbers yet. The company also ended the quarter debt-free with $131.6 million in cash, up $39.7 million from a year ago, giving it room to fund the localized rollout without straining the balance sheet.
The flip side is that the entire second quarter was ugly across the board. Shoe Carnival branded stores, still 63% of revenue, saw sales fall 6.5%, while the newly converted Shoe Station banner dropped 8.4%. Gross profit margin fell 690 basis points to 31.9%, a mix of a promotional footwear market and management's decision to accelerate liquidation of aged inventory, trading margin for cash. That combination cut net income to $6.3 million, or $0.23 per diluted share, down from $19.2 million and $0.70 a year earlier.
Management is not projecting relief anytime soon. Sifford said plainly, "We are not ***** uming the environment improves," and CFO Kerry Jackson noted that gross margins in fiscal August were still running below last year's levels at a pace comparable to the second quarter. Full-year gross margin guidance of 32.5% to 32.7% implies 390 to 410 basis points of compression for the year. Store impairment charges reached $6.7 million on 11 stores year to date, and management has already conceded that the core problem is not price, since conversion rates rose while total customer visits kept falling. That points to a marketing and trust problem rather than a demand problem, and fixing it will take more tha

The Tampa Bay Buccaneers walked away from Cincinnati with plenty to be frustrated about following their 33-27 loss to the Bengals. The good news is that it didn't cost them any ground in the NFC South.
That's because **** ody in the division won.
Tampa Bay, Atlanta, Carolina and New Orleans all dropped their season openers, leaving the entire NFC South at 0-1 entering Week 2. It's obviously far too early for the standings to mean much, but the Bucs escaped a rough opener without falling behind any of their division rivals.
NFC South
W

#tampa #atlanta

Packers news: Could Tucker Kraft be NFL's best tight end? appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
There were not many good things that the Green Bay Packers could take away from their Week 1 loss against the Minnesota Vikings. Some of the same problems they dealt with last season came back to haunt them, one of them being falling apart in the fourth quarter. The Vikings were able to run away with the game, scoring 22 points in the fourth, while the Packers went scoreless.
It wasn't all bad for the Packers, as they were able to get Tucker Kraft back on the field for the first time since he tore his ACL last season. Kraft looked solid in his return, finishing with three receptions for 65 yards. There were other tight ends around the league who had better statlines, but Albert Breer of Sports Illustrated sees something special in Kraft.
"Good on the Packers for getting Tucker Kraft signed long term. He's just scratching the surface of where he can go. Barring ****** ps coming back from the torn ACL, he could well be the NFL's best tight end by the end of the year," Breer wrote.
Watch sports LIVE with fuboTV (free trial)

#tight

Anthropic CEO Dario Amodei published an essay on Saturday asking the companies that build the most capable artificial intelligence (AI) models to slow down -- to pace how fast those models improve. Stock futures fell Sunday evening as investors weighed AI safety concerns, with Nasdaq futures falling the most.
Nvidia (NASDAQ:NVDA) shares had already dropped about 5% last week, to about $218 as of this writing, before the essay came out. The chipmaker's own forecast calls for $108.0 billion of revenue this quarter.
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 »
Does a paced frontier change what Nvidia can sell, or only how fast models improve? I read the essay over the weekend. Nothing in it asks anyone to buy fewer chips.
Image source: Getty Images.

#essay #fast

HSBC Holdings plc (NYSE:HSBC) is winding down its transaction services business in Germany, with more than 300 positions at HSBC Transaction Services GmbH and HSBC Service Company Germany GmbH expected to be phased out by 2028. The division provides securities processing, administration and custody services.
HSBC said the move is part of its broader strategy to strengthen its position in businesses where it has competitive advantages and sees stronger growth opportunities. The decision follows HSBC Germany's sale of its private banking business to BNP Paribas last year, highlighting the bank's continued effort to streamline its European operations.
Northfoto/Shutterstock.com
The biggest positive for HSBC Holdings plc (NYSE:HSBC) is that the German exit could improve the bank's efficiency and profitability over time. Rather than continuing to allocate capital and employees to a transaction-services operation that HSBC apparently sees as less strategically attractive, the bank can redirect resources toward areas where it has stronger competitive advantages. This fits CEO Georges Elhedery's broader restructuring strategy of reducing complexity, cutting costs and concentrating HSBC on businesses with better growth prospects. Reuters has reported that HSBC has already been selling non-core operations as part of this transformation, while its shares have risen substantially since the restructuring began.
The timing could also be constructive. Germany's economy remains under pressure, with industrial production falling unexpectedly in July and manufacturing activity still facing significant challenges. Reducing exposure to a business tied to the German market could therefore protect HSBC Holdings plc (NYSE:HSBC) from maintaining costs in an environment where growth is relatively weak.

#german

NEW YORK — Forget the Honey Deuces and the celebrities-in-the-audience shots. The finest element of the U.S. Open — the Grand Slam held in the largest tennis stadium in the world — will always be the tennis itself. The trick, in 2026 and beyond, is how to get audiences to actually care about, you know, that tennis.
Ben Shelton and Alexander Zverev did their very best on Sunday, bringing both narrative and firepower to the four-set men's final. Yes, the influencers were posing at every aisle on every changeover, and more than a few fans appeared unclear on the basic concept of "sit your ******* down while the point is going on." But when Shelton and Zverev locked in, unleashing serves that nearly hit 150 mph or lashing shots that skipped a fingernail's width in bounds, the crowd was right there with them, rising and falling, a living thing that pulsed with energy unlike any other stadium in tennis.
Less than 24 hours earlier on the same court, Elena Rybakina finished off Aryna Sabalenka in a three-set triumph of resolve and willpower over emotion and firepower. Sabalenka, who had won the previous two Opens, entered as the crowd favorite. But the fans in the stands at Arthur Ashe love hard-fought on-court battles as much as they love the endless scroll of celebrity cameos on the video boards. So after a couple dozen Hollywood and music stars took their turns to varying volumes of applause, the crowd focused in on the match. Sabalenka drew motivational cheers, and then, once the result was clear, Rybakina inspired celebratory ones.
The two matches ended this year's U.S. Open on a triumphant note. At last, the tennis tournament centered on actual tennis, not ticket prices or runway-style entrances to Arthur Ashe Stadium or hundred-dollar chicken nuggets. (Yes, I admit it, I was part of the problem with that last one.)
The influencers' presence dominated the early coverage of the U.S. Open, in large part because they did their job of drawing attention to themselves. But by the time the tournament reached its final crescendo, the influencers had moved on. Two hours before the men's final, the cheapest tickets to get in the stadium could be had for less than $400, suggesting that tennis for tennis' sake isn't the primary motivator for many attending the U.S. Open.

#crowd #shelton

Intel's 7% drop and AMD's 6% slide outpace NVIDIA's 3% pullback, an order that is the reverse of AI exposure ranking, suggesting a positioning unwind rather than a demand shift.
SOXX falling 6% against QQQ's 2% drop confirms the sell-off is chip-specific, not a broad Nasdaq retreat.
Amodei explicitly ruled out halting AI training, and Anthropic itself committed to deploying AMD's MI450 GPUs in a disclosed partnership.
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Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC) stock is falling 7% to $95.96, AMD (NASDAQ:AMD) stock is down 6% to $486.80, and NVIDIA (NASDAQ:NVDA) stock is declining 3% to $212.50. Intel is falling hardest of the three, NVIDIA is falling the least, and AMD sits in the middle, an ordering that runs opposite to each name's exposure to AI accelerator demand.

#nvda

Tapatío had a tough road test against Dorados on Matchday 8 of the Apertura 2026. After a hard-fought match, the Rojiblancos ended up falling 3-1 to the Sinaloa side.
Tapa opened the scoring in the opening minutes with a goal from Daniel Villaseca. However, the home team made the most of its chances to come from behind. Although the Rojiblancos kept pushing forward with different combinations, they were unable to close the gap on the scoreboard.
Now, the young Rebaño will have to turn the page and focus on its next home match, when it hosts Tlaxcala on September 20 for Matchday 9 of the Apertura 2026 in the Liga de Expansión.
The goals:
- What a play to score the opener! In the 8th minute, after a bold diagonal run from the final third, Leonardo Jiménez took the ball, got into the box, and delivered a pinpoint cross for Daniel Villaseca, who arrived to meet it with a great header and open the scoring.- In the 30th minute, the home side leveled the match with a goal by SebastiánCervantes.- The Sinaloa side took the lead in the 66th minute with a goal from Oscar Coronel.- In the 96th minute, Leonardo Vargas scored the final 3-1 of the match.

#matchday

Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.
What Was Dell Seeing In Its Customers' Data Centers?
In February 2025, management said customers still ran a very large base of Dell's 13th and 14th generation servers, ready to be replaced. AI demand, already under discussion then, was exceptionally strong by May 2025, with $12.1 billion of AI server orders in fiscal Q1 2026, more than Dell's AI server shipments for all of fiscal 2025.
In August 2025, management said over 70% of its installed base was running on 14th generation servers or older, and that one 17th generation server could replace six or seven old ones. The results were uneven. In fiscal Q2 2026, traditional server revenue rose again and international demand grew, but demand in North America, its most profitable region, was weak.
Why Were Dell's Costs Falling While Its Sales Rose?

#server

This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and ***** ysis, subscribe to Bisnow's free suite of newsletters.
Despite office vacancy falling in most major cities, most landlords are still watching their margins shrink a half-decade after tenants embraced remote work.
Median total operating expense growth has exceeded revenue every year from 2021 through 2025, according to a Trepp ***** ysis of office properties backing CMBS loans.
Operating expenses have increased 2.7% annually, compared with a 1.3% growth rate for revenues. Net operating income has been squeezed to just a 0.2% uptick annually as a result.
Overall, the implied five-year growth rate is 14.3% for operating expenses and 6.7% for revenues. NOI was up just 1% during the period, according to Trepp's model.

#year #expenses

Six weeks after AI bets nearly wrecked his hedge fund, Leopold Aschenbrenner is putting money into the same companies again. His hedge fund, Situational Awareness, bought call options on AMD, Bloom Energy, CoreWeave, SK Hynix and SanDisk, CNBC reported, citing sources. The trades ran from late last week into this week.
The former OpenAI researcher became famous for a 2024 essay arguing that AI could reach human-level intelligence by 2027. He built an investment business around that belief, backing companies supplying the computing capacity and electricity AI needs.
July exposed how dangerous that bet had become. Borrowed money magnified falling share prices, triggering demands for cash the fund could not meet. **** ets shrank from a peak above $45 billion to roughly $10 billion, according to CNBC.
Ken Griffin's Citadel bought distressed holdings at a discount. Situational Awareness kept private investments, including Anthropic. The SEC later subpoenaed Wall Street banks over their dealings with the fund. The reported inquiry carried no allegation of wrongdoing.
His return uses call options: contracts that let buyers purchase shares at a fixed price before a deadline. When paid for upfront without borrowing, their losses are capped at the purchase cost. That entire amount can still disappear if the options expire worthless.

#bought #call

Lululemon Athletica Inc. (NASDAQ:LULU) recently issued its second guidance cut of the year, and investors responded immediately by sending shares down roughly 18%. That selloff came despite an EPS beat, but the headline result was heavily supported by a tariff refund rather than underlying business strength. Brand sentiment, traffic, and leggings sales are all weakening across the company's two largest markets. The key issue for investors is no longer whether the quarter was weak, but whether the stock's low valuation and new CEO can provide the catalyst for a meaningful recovery.
Lululemon shares dropped 18% after the company lowered its full-year guidance for the second time this year. Revenue is now projected to range from $10.35 billion to $10.5 billion, while EPS guidance was reduced to $9.48 to $9.73. Both represent sharp reductions from its earlier guidance ranges. Second-quarter revenue was particularly weak, falling 4% to $2.4 billion and coming in below consensus estimates, while comparable sales dropped 9%, or 10% on a constant-dollar basis. According to the company, negative commentary had affected traffic in both the U.S. and China, while leggings sales slowed more than expected. Although reported EPS beat estimates, nearly all of that upside came from an $0.86 per share tariff refund. For the third quarter, management expects revenue to decline another 10% to 11%.
Lululemon still has several financial advantages that could support the business through its current slowdown. The company has no outstanding borrowings and maintains $1.4 billion in cash. First-half operating cash flow climbed to $589 million, more than double the prior year. Inventory per unit also declined roughly 7% year over year, reducing the risk of a margin-damaging clearance event. Meanwhile, shares have fallen over 50% year-to-date and now trade at a historically depressed valuation, potentially creating an out-of-favor-setup for investors. At the same time, management continued its buyback program, repurchasing $330 million worth of shares during the quarter.
The weakness in traffic and leggings sales cannot be ignored, and both remain serious concerns. However, the company has a debt-free balance sheet, stronger cash generation, and a valuation that already reflects much of the recent bad news. That gives Lululemon room to prove that its current struggles are mainly execution-related rather than signs of a structural decline.

#year #shares #company

Updated Sept. 11, 2026 3:51 pm ET
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1547 ET – U.S. natural gas futures end the week lower as the market enters the shoulder season where summer cooling demand tapers off before early-season heating demand starts to kick in. Last week’s 40 Bcf storage injection was bigger than expected, but smaller than average, leaving inventories 148 Bcf above the five-year average. “Elevated production and falling power demand point to larger injections ahead, leaving firm LNG demand as the main counterweight to the seasonal loosening,” Gelber & ***** ociates says in a note. Nymex front-month gas settles down 0.1% at $2.831/mmBtu for a 4.8% loss on the week.(anthony.harrupwsj.com)
0951 ET – U.S. natural gas futures are giving back yesterday’s small gains and on track for weekly losses as summer ends and cooling demand is set to ease into the autumn. Futures “remain in a sell-the-strength type trade,” Dennis Kissler of BOK Financial says in a note. “While the fundamentals still favor the bears, the market seems to be well supported near the $2.75-$2.70 area.” Nymex natural gas for October delivery is off 0.7% at $2.813/mmBtu.(anthony.harrupwsj.com)

#market #summer #average

No. 4 Notre Dame rolled over the Rice Owls, 52-0, in the season's home opener for the Fighting Irish.
Notre Dame avoids the trap of falling to a heavy underdog early in the season, as it has in previous years. Instead, the coaches had the chance to get depth players game action, and the Irish should be well set up as the schedule gets harder going forward.
With a win like that, there are plenty of stars -- we have our top five stars below.
Notre Dame took the ball away four times as Rice struggled to hold on to the ball. Some fumbles were forced, some were not, but Notre Dame defenders hopped on four of them, including a Boubacar Traore scoop and score early.
Quarterback CJ Carr's favorite target took over the game early with two touchdowns. He had just four catches for 54 yards, but he was far more productive than the numbers indicate.

#four #irish #game #ball

LeBron James has faced criticism throughout his basketball career. On Friday, former NBA lottery pick Olden Polynice took aim at LBJ for falling short of a certain statistical feat.
Appearing on SiriusXM NBA Radio, Polynice (who was drafted eighth overall by the Chicago Bulls in 1987) gave James his props but proceeded to chastise the 22-time NBA All-Star.
"I love LeBron. I really do. I think he's one of the greatest ever… But, at the same time, I can still be critical of him on some things. One in particular: I thought LeBron should have averaged a triple-double way before Russell Westbrook. That's my personal opinion."
Polynice, who transitioned to coaching after playing 15 seasons in the NBA, went on to make an explosive claim about LBJ's career.
"Believe it or not, this is going to be the weirdest thing ever uttered. I believe LeBron James underachieved."

#believe