Kanye West's recent public appearance with his kids at an event has fans rooting for him. The rapper reportedly attended the Yeezy Season 01 runway show in Los Angeles on November 4, 2026. He also presented his new Yeezy fashion collection, making headlines. But what truly stole the spotlight was the sweet family moment, as he was joined by all four of his children.
Ye with his four children, North, Saint, Chicago, and Psalm West at his Yeezy Season 01 runway show in LA tonight. ?
? pic.twitter.com/k3oiLqFrEg— yzyupdates (yzyupdates) November 5, 2026
Kanye West brought all four of his children to his latest Yeezy runway event in Los Angeles on November 4, 2026. The presentation took place at Yeezy Flagship Droam 1, located at 4317 Beverly Boulevard. It marked the label's first full-scale runway show since October 2022. The event also drew several familiar faces from the music and fashion industries.
The "Runaway" rapper wore an all-black outfit featuring a jacket paired with trousers. He completed the look with Yeezy boots and sneakers from the upcoming collection. However, the highlight of the event was his appearance alongside his four children: North West, Saint West, Chicago West, and Psalm West. Kanye shares the children with Kim Kardashian. The former couple tied the knot in 2014 and separated in 2021. Seeing the rapper with all four of his children truly warmed viewers' hearts.

#yeezy #west #runway

The Kanye West Yeezy brand is returning to the runway after more than four years. Ye, formerly known as Kanye West, has announced a new fashion presentation in Los Angeles ******* led Yeezy Season 01. The event marks the label's first full-scale runway show since October 2022 and comes as the brand continues rebuilding its retail presence.
According to Business of Fashion, Yeezy Season 01 is scheduled for Wednesday, November 4, at 8 p.m. local time. The presentation will take place at Yeezy Flagship Droam 1, located at 4317 Beverly Boulevard in Los Angeles.
Invitations sent to members of the press reportedly listed the event's start time. The presentation will also celebrate the opening of the brand's first brick-and-mortar store, bringing its runway and retail operations together.
This will be Yeezy's first full-scale runway presentation since Season 9, which debuted in Paris in October 2022. That show attracted widespread criticism after West and several models appeared in shirts bearing the slogan "White Lives Matter."
The controversy intensified later that month when West made a series of antisemitic remarks. Adidas subsequently terminated its partnership with the designer, while other companies also distanced themselves from him.

#yeezy #kanye #angeles #fashion

Buying a stock in the hopes of holding it for 20 years or longer can be a difficult task. Warren Buffett likes to say his favorite holding period is "forever," but his trading history shows he has sold holdings, even after owning them for decades.
Knowing that, investors should look for holdings with the potential to survive and thrive for decades. Fortunately, investors have plenty of options, and these three well-established consumer staples stocks should stand out.
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 »
The public knows PepsiCo (NASDAQ: PEP) best for its flagship cola. Nonetheless, the company owns numerous well-known beverage and food brands, including Gatorade, Mountain Dew, Tostitos, and Quaker.
Its stock had suffered in recent years as the public turned against unhealthy beverages and packaged foods. PepsiCo has since pivoted, emphasizing healthier ingredients in its products and buying brands such as Siete to bolster this reputation.

#investors #holdings

Jessica Chastain unveiled a dramatic hair transformation while filming her upcoming movie, My Darling California.
The 49-year-old actress was spotted in Santa Monica with blonde tresses styled in a center part with soft waves.
Chastain most recently had her red hair on full display on September 10 when she attended Moncler's Fifth Avenue flagship opening in New York City.
Jessica Chastain has said goodbye to her signature red hair, but only for a little while.
The 49-year-old actress was spotted in Santa Monica filming her upcoming movie, My Darling California, where she donned blonde tresses styled in a center part with soft waves. The Other Mommy star will appear in the movie alongside Chris Evans, Chris Pine, Mikey Madison, and Don Cheadle.

#hair #santa #chris #filming

On September 9, 2026, Reuters reported that AI music startup Suno launched a new suite of models, including its flagship v6 and exploratory v6-Wild, built in partnership with Warner Music Group Corp. (NASDAQ:WMG) and BMG. It lets users make new music inspired by licensed recordings from participating artists. The launch follows Warner Music's copyright lawsuit settlement with Suno in November 2025, under which artists and songwriters can opt in to have their names, voices, and compositions used in AI-generated music in exchange for compensation.
Warner Music Group Corp. (NASDAQ:WMG) can turn the Suno litigation dispute into a new licensing revenue opportunity. Suno has now launched its v6 models in partnership with Warner Music and BMG. It allows users to make music inspired by licensed works from participating artists. Warner previously sued Suno over copyright issues before reaching a licensing agreement. This gives the label a direct path to monetize AI-generated music rather than relying solely on litigation. The deal could create a new revenue stream as consumers increasingly adopt AI music tools.
Warner enters the AI-music market from a position of financial strength. The firm reported fiscal third-quarter revenue of $5.44 billion, up 9% year over year. Adjusted OIBDA increased 16% to $433 million, and its adjusted OIBDA margin expanded to 23.2%. Warner also said it had met or exceeded its financial targets for five consecutive quarters. That basic growth gives the company greater flexibility to invest in AI initiatives while using licensing agreements to add another potential growth driver to its existing streaming and publishing businesses.
Warner could help establish a more sustainable commercial model for AI-generated music. Suno said future products will include opt-in experiences that allow individual artists to participate and receive payment when users generate music around them. So Warner has an opportunity to help shape licensing and compensation practices as Spotify and other platforms develop their own AI-music products. If the industry increasingly adopts licensed models, Warner's large catalog and relationships with artists could solidify its negotiating position and create recurring AI-related revenue.
Suno's new licensing model does not eliminate the overall legal risks surrounding AI music. Warner Music Group Corp. (NASDAQ:WMG) has reached an agreement with Suno, but other copyright owners are challenging the firm's technology. Independent publisher Round Hill sued Suno in August, alleging that the company used copyrighted songs to train its AI system. Suno also faces separate litigation from Universal Music Group and Sony Music. Hence, lawsuits could increase legal costs and create uncertainty over the licensing framework that Warner hopes to monetize.

#music #licensing #corp #revenue

A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela's state-owned PDVSA, potentially marking its return to the country almost two decades after its ***** ets were nationalized. According to Reuters, Exxon has shown interest in the large Petromonagas heavy oil project in the Orinoco Belt, as well as in areas in the neighboring Carabobo block.
While the talks are still in their preliminary phase and could still fall apart or be delayed, they mark a major turnaround from Exxon's previous stance on Venezuela. The company's CEO, Darren Woods, stated in January that the country was "uninvestable" without durable investment protections, legal reforms, and changes to its hydrocarbon laws.
The development comes amid a broader push by the Trump administration to open Venezuela's oil industry to American companies and revive the country's dilapidated oil infrastructure. The South American nation is sitting on the largest proven crude oil reserves in the world, accounting for roughly 17% of the global total.
Venezuela could provide Exxon with access to an enormous resource base at a time when the company is actively seeking low-cost and long-duration ***** ets. The fields under consideration are estimated to contain more than 50 billion barrels of oil buried underground.
Exxon already holds an advantage through its previous experience in the country. Petromonagas, formerly called Cerro Negro, was once the energy firm's flagship project in Venezuela, giving it familiarity with the country's vast heavy and extra-heavy crude resources. Petromonagas also remains one of the few Venezuelan projects with an operational upgrader capable of turning the Orinoco's extra-heavy crude into lighter exportable grades.

#heavy #project

Bain Capital Ventures closed its 11th flagship fund at $1.6 billion on Wednesday, betting big on a "post-AGI world" that places AI agents as the chief economic driver of productivity.
The firm has been swapping software for something venture capital has never underwritten: AI-native companies that sell the work itself rather than the technology behind it.
Software startups made up 80% of Fund IX and around 20% of Fund X, said partner Matt Harris. For Fund X, AI-native startups made up 80% of the portfolio.
"The classic software startup is just not being born anymore," Harris said. "These companies where AI is just one feature among many, I think that's thoroughly uninteresting to us and, most importantly, to the most ambitious founders."
BCV defines "post-AGI" as AI agents being as productive as humans. This model's first proof point came in the form of Reserv, an AI-native insurance claims administration startup that the firm incubated with Altai Ventures and other partners. According to Harris, the company hit $100 million in revenue in its second full year. In May, the company raised a $125 million Series C.

#agents

Semiconductor rivalries rarely move stock prices the way headlines suggest they should. MediaTek unveiled a new flagship smartphone processor on Tuesday, Sept. 15, built to challenge Qualcomm directly in the premium handset market.
Qualcomm Inc (QCOM)'s stock rose anyway, closing up 4.25% at $187.80.
That is not a new pattern. MediaTek's market value first surpassed Qualcomm's earlier this year, according to Reuters. The new chip was meant to widen that lead, not just defend it.
The gap is real money. MediaTek's market capitalization stood near $223 billion on Sept. 15, PitchBook noted. Even after Qualcomm's 4.25% rally that same day, its market cap reached $200.6 billion, according to CompaniesMarketCap, leaving it about $22 billion behind MediaTek.
MediaTek said the Dimensity 9600 Pro is its first mobile processor built on TSMC's 2-nanometer process. Its neural processing unit delivers 51% faster prompt handling for on-device AI models than the prior generation. That lets phones run generative AI tasks without sending data to the cloud.

#market #qualcomm #built #according

When it comes to long-term success with dividend investing, you need to focus on criteria beyond just yield. While some high yield dividend stocks can be worth the risk, there are plenty that are trading at a high yield for a good reason.
That is, either they are at risk of cutting or suspending their payouts, and/or other risks may lead to stock price declines that outweigh the returns generated by their large payouts. So, instead of focusing on yield alone, consider criteria such as dividend coverage and dividend growth, along with metrics like valuation.
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 »
Taking all of these into account, three blue chip dividend stocks stand out as strong, dare I say, "no brainer," buys right now: AbbVie (NYSE: ABBV), Realty Income (NYSE: O), and Procter & Gamble (NYSE: PG).
Several years ago, uncertainty ran high about AbbVie, mostly due to concerns about the impact of losing patent exclusivity for its flagship drug product, the rheumatoid arthritis treatment Humira. Yet while this did hurt AbbVie's revenue and earnings after exclusivity ended in 2023, the company has staged a comeback, largely thanks to the success of the anti-inflammatory drugs Skyrizi and Rinvoq.

#NYSE #abbvie #flashing

On September 14, American Battery Technology Company (NASDAQ:ABAT) held its fiscal year 2026 earnings call, and for once the numbers matched the ambition. Revenue at its flagship recycling facility jumped more than 400% to $21.7 million, and the company posted its first-ever adjusted gross profit. But on the same call, CEO Ryan Melsert disclosed a federal directive that could choke off exports of one of the plant's key products, black mass, a reminder that ABAT's fortunes are still tied tightly to Washington.
Revenue jumped over 400% year over year to $21.7 million, fueled by higher throughput at the company's first recycling facility and increased sales of byproducts. Cost of goods sold rose only 67% over the same stretch, evidence that fixed costs are spreading across a much bigger volume of material. Even more telling, operating cash spend actually fell 16% even as throughput at the plant more than quadrupled. That combination pushed American Battery Technology to an adjusted gross profit of $1.7 million, a sharp turnaround from the $6.2 million loss it posted a year earlier.
The balance sheet tells a similar story. Cash climbed to $49.5 million as of June 30, 2026, and total ***** ets reached $133 million, up sharply from the prior year. The company also erased all of its long-term debt during the year, leaving it with a clean balance sheet heading into a period of heavy capital spending.
Growth plans are already in motion. A second recycling facility planned for the Southeast U.S., designed to process 100,000 tons of batteries a year, is backed by a $150 million grant from the Department of Energy, and a separate $10 million DOE grant is funding three next-generation recycling technologies. On the mining side, the Bureau of Land Management certified the company's plan of operations for its Tonopah lithium project in Nevada, home to an identified 21.3 million tons of lithium hydroxide, including 2.7 million tons of proven and probable reserves. The project also won a FAST-41 priority designation, intended to speed up federal permitting.
The clearest risk surfaced on the call itself. The US Department of Commerce issued a directive that effectively bans the export of black mass, the concentrated metal byproduct of battery recycling, unless a company obtains a specific exception. American Battery Technology has submitted a request for that exception, but as of the call, Commerce had not issued a formal response, and the company is storing black mass at its facility in the meantime.

#company #recycling #black

It's time to acknowledge your Tribal Chief.
Tonight, WWE's biggest star Roman Reigns puts his **** le on the line on Monday Night Raw. This marks the first time Reigns will wrestle on the flagship show since he defeated Solo Sikoa in Raw's first episode on Netflix nearly two years ago.
The massive
Here's what to expect tonight.
Monday Night Raw airs every Monday.

#reigns #night #tonight #roman

On September 10, MasterCraft Boat Holdings (NASDAQ:MCFT) reported a fiscal fourth quarter that looked nothing like the one a year earlier. Adjusted EBITDA more than doubled, margins expanded across the legacy business, and the company closed out a year defined by its May 15 acquisition of Marine Products Corporation. But buried inside those same results was a $10.1 million writedown that tells a very different story about one corner of the business.
MasterCraft's core boat business is the reason the quarter worked at all. Legacy net sales, meaning the business before the acquisition, climbed 21.5% year over year to $96.6 million in the fourth quarter, powered by the next generation X Series lineup and less discounting at the dealer level. That combination of volume and pricing pushed legacy adjusted EBITDA margin up 730 basis points to 19.3%, up from 12% a year earlier. Once the newly acquired Chaparral and Robalo brands are added in, which contributed for only six weeks after the deal closed on May 15, consolidated fourth quarter net sales reached $129.9 million, up 63.4%, and adjusted EBITDA hit $20.5 million, up 114.9%.
The company also cleaned up its channel. Dealer field inventory for the legacy business fell 30% year over year, with turnover now running ahead of pre-pandemic levels, a sign dealers are selling boats rather than sitting on them. Full-year adjusted net income reached $30.2 million, or $1.76 per diluted share, up from $15.1 million, or $0.92 per share, in fiscal 2025. The company generated $22.3 million in free cash flow for the year and, as of June 30, held $43.9 million in cash, zero debt, and a fully available $75 million credit line. MasterCraft's own retail sales grew low single digits for the year even as the broader powerboat industry fell mid to high single digits, and the newer Robalo brand posted high single-digit retail growth in the fishing boat category.
The picture gets murkier once you look past the flagship brand. The Leisure segment, home to the Crest and Balise pontoon boats, saw fourth-quarter sales fall 11.2% year over year to $12.1 million, and the company booked a $10.1 million non-cash impairment against Crest brand ******* ets tied to what management called current category conditions. On a GAAP basis, that charge combined with acquisition costs and purchase accounting adjustments turned the quarter into a net loss of $7 million, or $0.35 per diluted share, compared to net income of $5.5 million a year earlier. Operating expenses rose $23.1 million in the quarter, including $5.9 million in transaction costs tied to the acquisition.

#million #legacy

Cathie Wood, head of Ark Investment Management, often buys her favorite tech stocks when she sees a new opportunity.
That's what she did last week, pouring $27.9 million into Meta Platforms (META) as the company pushes deeper into AI.
Last year, the flagship Ark Innovation ETF gained 35.49%, far outpacing the S&P 500's return of 17.88% in the same period. So far this year, Wood's flagship Ark Innovation ETF (ARKK) is up 8.66% as of writing, while the S&P 500 surged 11.85%, Yahoo Finance data shows.
Wood gained a reputation after the Ark Innovation ETF delivered a rosy 153% return in 2020. But her style also brings painful losses in bearish markets, as seen in 2022, when the ETF tumbled more than 60%.
Those swings have weighed on Wood's long-term gains. As of Sept. 11, her Ark Innovation ETF has delivered a five-year annualized return of -6.89%, while the S&P 500 has an annualized return of 11.42% over the same period, according to data from Morningstar.

#meta #last #period

Savannah Bananas TV schedule 2026: Dates, times, channels, live streams to watch Banana Ball games originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Banana Ball is back for 2026, and bigger than ever.
The baseball-adjacent traveling roadshow has added two additional teams for this season in the Loco Beach Coconuts and the Indianapolis Clowns, a resurrected Negro Leagues brand.
That makes six teams, led by the flagship Savannah Bananas, set to crisscross the country from February through October in appearances at MLB venues including Yankee Stadium and Wrigley Field, plus NFL, college football and minor league baseball stadiums.
While tickets see the Bananas in person have become increasingly difficult to acquire, Banana Ball has expanded its broadcast schedule for 2026, allowing fans everywhere to watch the show from the comfort of their homes.

#banana #watch

A week after Nick Saban and Pat McAfee practically did an infomercial for the Protect College Sports Act during College GameDay, one of the bill's co-sponsors, Sen. Ted Cruz (R-Texas), was given the chance to make a full-throated defense of the bill and why it needed to be passed by the Senate and House, with Cruz previously saying that if passed, President Donald Trump would sign it into law on a future episode of ESPN's flagship college football show.
Even by the standards of College GameDay, which has been known to put its thumb on the scale when it wanted, this whole affair has been wildly inappropriate. It's one thing for Kirk Herbstreit to chastise football players for opting out of meaningless bowl games; it's another thing for the show to put its full weight behind a Congressional bill without providing ample time to those proponents and opponents, especially when those who oppose the bill do so on the grounds that it will negatively impact the earning ability of the athletes who make the sport work.
However, it helps you understand this all-out blitz when you realize where ESPN's parent company is putting its money.
Joedy McCreary at OpenSecrets recently laid out the fight surrounding the PCSA, spelling out which entities are pushing for it and which are pushing back.
Per McCreary, several major broadcasting and cable companies are putting their money where their mouth is. The National ****** ociation of Broadcasters (NAB) and NCTA – the Internet and Television ****** ociation lobbied for the legislation. Amazon, Paramount Skydance, and Disney (which owns ESPN) listed the college sports measure among the dozens of bills they worked on between April 1 and June 30.

#bill #sports

Anne Hathaway brought fisherman sandals into the summer-to-fall stretch at New York Fashion Week on Thursday. The actress attended the Moncler Fifth Avenue flagship opening in New York City with her husband, Adam Shulman, wearing The Row's black leather Capri Knotted Slides with a relaxed double denim ensemble. Anne Hathaway and Adam Shulman attend Moncler Fifth Avenue flagship opening at 767 Fifth Avenue on Thursday in New York City. GC Images Made from pebble-grained leather, the backless flats feature knotted straps, cutouts along the sides and toe and a flat round heel. The shoes may have been the most understated part of the Erin Walsh-styled outfit, but they made a strong case for one of fashion's most useful transitional styles. With the seasons beginning to shift, Hathaway delivered an easy styling lesson for when the weather is unpredictable: wear a shoe that can do both. Anne Hathaway at the Moncler Fifth Avenue opening **** tail party and dinner held at the Moncler Fifth Avenue flagship on Sept. 10 in New York. Gilbert Flores Fisherman sandals sit somewhere between a classic sandal and a closed-toe shoe, making them particularly appealing for those in-between days when summer sandals feel too bare but a full shoe feels too heavy
Follow Footwear News on Twitter or become a fan on Facebook.

#avenue

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

#first

China's largest new energy vehicle (NEV) manufacturer BYD Auto reported an 18% rise in global sales to 440,293 units in August 2026, marking the fourth consecutive month of growth for the company following eight months of declines. Last month's growth followed a 22% surge in July, as overseas sales continued to strengthen - offsetting continued weak demand and fast-rising competition in its home market.
Domestic sales fell by 14% year-on-year to 250,827 units in August, while overseas sales surged by 134% to 189,466 vehicles, accounting for 43% of the company's global sales.
In the first eight months of 2026, BYD sold a total of 2,668,015 vehicles globally, down by almost 7% from last year's 2,863,876 units, with domestic sales plunging by 33% to 1,505,755 units from 2,233,148 units in the same period last year. Overseas sales surged by 86% to 1,162,260 units year-to-date, after growing by 130% to 630,728 units previously.
BYD is in the process of switching its products to its second-generation Blade Battery, which features flash charging capabilities. The transition has caused some production bottlenecks in recent months, according to local reports. The company is also expanding its presence in the premium BEV segment, with the launch of the Dynasty Da Tang D-segment flagship SUV in July.
BYD has set a target of further increasing its overseas sales to 2.5 million vehicles in 2027, up from an expected 2.0 million units in 2026, helped by an expanded shipping fleet and rising production abroad, with the company's plant in Hungary scheduled to become operational in the fourth quarter of 2026.

#sales

Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Transitioned from a brand-centric to a function-based organization to create clear accountability across marketing, merchandising, and digital experience teams.
Achieved the original $50 million two-year cost savings target within one year by improving marketing efficiency and streamlining internal operations.
Prioritized revenue contribution margin over top-line growth in fiscal 2026, intentionally reducing marketing spend that did not meet incrementality or profitability thresholds.
Consolidated the digital ecosystem by moving low-traffic standalone websites into categories within flagship platforms like Harry & David to leverage scale and improve efficiency.

#achieved

Stewart ***** et Management's flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here. Despite geopolitical uncertainties, share prices surged higher as emerging prospects for a ceasefire in the Middle East restored market composure and investor optimism for continued earnings growth in the second half of the year. Volatility in share prices was noted, particularly tied to industrial trends like AI, with comparisons made to the internet boom and personal computer adoption. Despite concerns about extreme valuations and potential corrections, the conclusion is that strong earnings growth is fundamental to rising share prices, emphasizing the importance of investing in robust businesses. Please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Stewart ***** et Management highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 04, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) closed at $881.26 per share. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) gained 13.83%, and its shares are up 519.81% over the past year. Lumentum Holdings Inc. (NASDAQ:LITE) has a market capitalization of $79.05 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Stewart ***** et Management stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"During the quarter we initiated a small investment in Lumentum Holdings Inc. (NASDAQ:LITE), a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers. We believe AI infrastructure spending is driving an optical upgrade cycle from which Lumentum may benefit. Demand outstrips supply, and customer agreements now extend through 2027 as data centers grow in number and size. Capturing this opportunity requires execution on capacity expansion and continued hyperscaler willingness to invest in AI infrastructure. The primary risks ***** ociated with the company are its concentration of revenue from a small number of customers, product timelines shifting and emerging technologies. However, we believe that the positives noted above outweigh these risks."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) 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 a

Imagine a city free from rush-hour traffic -- not a city that literally doesn't have cars (like, say, Venice), but one that has aerial forms of transportation, like flying cars.
That picture in your head is something that could become real in the next decade. The term for it is "urban air mobility." It won't look like The Jetsons or Back to the Future II -- that is, present-day cars that can hover and propel. Rather, urban air mobility will give us electric vertical takeoff and landing (eVTOL) aircraft, basically a combo of drone and helicopter. They will be quieter than helicopters, with a quick velocity that can reduce an hour of traffic to a 10-minute aerial hop.
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 total addressable market of urban air mobility could become a trillion-dollar market, which opens an opportunity to invest in its start-ups. One of those start-ups is Archer Aviation (NYSE: ACHR) -- and it very much has the potential to set investors up for life.
Archer is one of the frontrunners in the eVTOL market. It is currently working on certifying its flagship aircraft, Midnight, which could potentially taxi passengers within urban hubs and to and from airports.

#cars

Coca-Cola (NYSE: KO) has long been one of the most closely watched consumer stocks. Coca-Cola's flagship beverage anchors the stock, and its success is arguably the biggest factor in supporting the 64 consecutive years of dividend increases.
Moreover, under Warren Buffett's leadership at the time, Berkshire Hathaway has owned the stock for decades, holding 9.3% of Coca-Cola's outstanding shares.
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 »
Nonetheless, investors should think twice about paying $88 per share for it. For one, that takes its P/E ratio to 27, well above archrival PepsiCo at an 18 earnings multiple.
Additionally, PepsiCo's dividend yields almost 4.2%, well above the near 2.4% cash return investors now earn from Coca-Cola. Still, both stocks retain Dividend King status by virtue of more than half a century of annual payout hikes. Also, Coca-Cola investors should also not ignore the dividend, as it is typically the primary source of returns.

#signal

On August 5, Cirrus Logic (NASDAQ:CRUS) reported record first-quarter revenue of $459.7 million, up 13% year over year, alongside non-GAAP earnings per share of $1.84, a June quarter record for the company. Smartphone component demand carried the print, and executives struck a confident tone about content growth across cameras, batteries and power circuits. But that optimism sat next to a quieter admission: the company's PC segment outlook for fiscal 2027 just got smaller, and the reasons behind that cut matter for anyone weighing this stock's next chapter.
High-performance mixed-signal revenue climbed 26% year over year to $210.7 million, as Cirrus Logic expanded its footprint across camera, battery, and power applications inside smartphones. CEO John Forsyth pointed to a multi-generation collaboration with the company's largest customer on camera controllers, plus continued work on a Smart Power IC for 3D sensing that stayed on schedule through the quarter. Audio, the company's flagship business, still grew 3.7% to $249.0 million on demand for custom boosted amplifiers and smart codecs, and Forsyth said those parts should keep shipping across multiple future product generations.
The company is also pushing past smartphones. During the quarter, Cirrus Logic taped out a new family of ******* og front-end components aimed at smart meters, with sampling expected in the September quarter and potential spillover into EV charging, data center metrology and grid monitoring. On the PC side, a new low-power smart codec built for always-on wake word detection drew strong customer interest, and products using Nvidia's RTX Spark platform are expected to ship later in 2026 carrying Cirrus Logic amplifiers and codecs. A fresh wafer supply agreement with GlobalFoundries locks in capacity and pricing through calendar 2028 and advances a shift toward domestic manufacturing in Malta, New York. Underneath it all sits $1.2 billion in cash and investments, no debt, and $598.6 million in trailing 12-month operating cash flow, funding $34.5 million in share buybacks during the quarter and another $50.5 million afterward.
The company trimmed its fiscal 2027 PC segment outlook, and Forsyth laid out three specific culprits: constrained supply of a key industry platform, memory and component shortages pressuring pricing across the PC market, and OEMs responding by delaying new model launches and stretching the life of older platforms. Those delayed models typically carry higher content and higher volume for Cirrus Logic, so Forsyth said the slippage "pushes out some of the growth we would otherwise have seen in our PC business this year."

#cirrus #forsyth

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The flagship private credit fund of Cliffwater LLC capped redemptions at 5% in Q3 after investors asked to redeem approximately 16% of shares.
Cliffwater Corporate Lending Fund told shareholders in a letter Thursday that it would fulfill approximately one-third of redemption requests, according to a shareholder letter seen by Bloomberg.
Cliffwater's Chief Executive Officer Stephen Nesbitt said in the letter the firm "remains committed to acting in the best interests," of its shareholders. Nesbitt added that investors who have requested cash since Q1 have received approximately 78% of capital.
Read Also:Brookfield Could Pull $600 Million From HomeServe in Debt Deal

#investors #benzinga

With a market cap of $238.7 billion, California-based Arista Networks Inc (ANET) is a leading cloud and AI networking company that provides high-performance Ethernet switching, routing, and software solutions for large data centers, AI infrastructure, cloud providers, and enterprise networks. Its flagship Extensible Operating System (EOS) gives customers a highly programmable, automated, and scalable platform for managing complex networks.
Companies valued over $200 billion are generally described as "mega-cap" stocks, and Arista Networks fits right into that category. The company has become an important player in the AI infrastructure buildout, with its high-speed networking platforms designed to connect massive AI and cloud workloads. Arista is also expanding beyond its core data-center business into campus, routing, security, and WAN networking, broadening its addressable market.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#deal #business

On September 3, Ermenegildo Zegna Group (NYSE:ZGN) reported first-half revenues of €987.3 million, up 6.4% year over year and 9.3% on an organic basis. Direct-to-consumer sales did nearly all the work, climbing 15.8% organically and now making up 86% of branded revenue. But headline profit told a rougher story, sliding to €28.4 million from €47.9 million a year earlier. The gap between a business growing almost everywhere that matters and a bottom line moving the other direction is what investors now have to untangle.
The clearest strength in the first half of 2026 is how much of Zegna's growth is coming from channels it controls directly. Direct-to-consumer revenue grew 12.1% as reported and 15.8% organically, while the Group deliberately shrank its wholesale business by 14.6% as it keeps trimming third-party accounts. The Zegna segment, which houses the flagship ZEGNA brand along with Textile, generated €724.3 million in revenue, up 9.7% year over year, with the ZEGNA brand itself growing 13.9% organically to €634.6 million. That segment's Adjusted EBIT Margin rose 50 basis points to 14.8%, driven by higher sales per square meter and better sell-through in its own stores.
Group-wide Adjusted EBIT rose to €74.5 million from €68.7 million, pushing the margin to 7.5%. The balance sheet moved in the right direction too, with the net cash surplus climbing to €59.6 million at June 30 from €52.1 million at December 31, 2025. Free cash flow flipped to a positive €19.2 million, compared with a negative €23.1 million a year earlier, helped by stronger operating cash flow and tighter working capital management. Even Tom Ford Fashion, still unprofitable, cut its Adjusted EBIT loss to €12.1 million from €19.4 million, a sign the newer brand is moving toward breakeven rather than away from it.
The drop in profit isn't just optics. H1 2025's €47.9 million figure included a €27.8 million non-cash gain from remeasuring non-controlling interest put option liabilities, a boost that didn't repeat this year. On top of that, the effective tax rate jumped to 38.8% from 29.6%, and the combined swing in financial expenses and foreign exchange moved to a negative €22.7 million from a positive €6.0 million. Together, those items explain most of the gap between a profit margin of 2.9% this year and 5.2% last year, even as operating profit itself improved to €68.5 million from €61.3 million.
Thom Browne is the segment causing the most concern. Revenue there fell 4.9% year over year to €123.1 million, and Adjusted EBIT swung to a loss of €8.3 million from a profit of €4.5 million, which the company attributed to foreign exchange pressure and investment in shifting the brand toward a retail-first model. Capital expenditure also climbed to €64 million from €54 million, largely tied to a new shoe production plant in Parma, and corporate costs rose to €12 million from €10.7 million as the Group builds out its structure.

#million

Chinese diversified technology conglomerate Tencent (TCEHY) recently reported that its new artificial intelligence (AI) model performs better than models belonging to relatively newer labs like Z.AI and Moonshot. While Z.AI is known for its General Language Model (GLM), Moonshot's Kimi models have grabbed headlines following the release of its flagship K3 model.
Now, Tencent claims its Hy4 Preview has reportedly outperformed the models of these newer AI upstarts. Primarily aimed toward coding, game development, and scientific research, the model works on 770 billion parameters, has 49 billion active parameters per token, and a token context window exceeding 1 million.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#model #deal #chinese

Boston, Massachusetts-based Vertex Pharmaceuticals Incorporated (VRTX) develops and commercializes therapies for treating cystic fibrosis (CF). Valued at $139 billion by market cap, the company invests in scientific innovation to create transformative medicines for people with serious diseases.
Companies worth $10 billion or more are generally described as "large-cap stocks," and VRTX perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the biotechnology industry. VRTX derives its primary competitive strength from its global monopoly in CF treatments, anchored by flagship blockbusters like Trikafta/Katori which generate robust cash flow to fuel its high-impact clinical pipeline.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#vrtx #massachusetts

It's crucial to separate two very different time frames, because they tell opposite stories. On a year-to-date basis, semiconductors still dominate: semiconductor ETFs like SOXX and SMH are up roughly 50% to 70%+, while the flagship software ETF, IGV, spent much of the year underwater, down double digits at points as investors dumped software on fears that AI would disrupt SaaS business models.
But on a month-to-date and recent-trend basis, the leadership has completely reversed. Over the past several weeks, software ETFs have sharply outperformed chip ETFs. In August alone, software crushed semiconductors in what ****** ysts called a record divergence. 58 of 61 major chip stocks fell while the software winners posted enormous monthly gains. If you're looking at the last month rather than the last year, software is winning decisively.
After a monster first half, chip stocks became expensive with some names trading at extreme forward multiples (Intel at one point traded near 79x forward earnings). Meanwhile, software had been sold off hard earlier in the year on AI-disruption fears, leaving many SaaS names historically cheap. When the growth is comparable but one side is pricey and the other is discounted, money typically rotates toward the discount.
The first phase of the AI boom was about building the infrastructure — the chips, the data centers, the memory. That phase overwhelmingly rewarded semiconductors. The market is now shifting to the next question: who actually monetizes AI? Increasingly, the answer points to the application and software layer — the companies embedding AI into enterprise products and charging for it. That thesis flows directly into software ETFs like IGV, SKYY, and WCLD.
Semiconductor indices had become historically top-heavy and crowded, with concentration metrics near record extremes. When a trade gets that crowded, it becomes vulnerable to a sharp unwind, exactly what the August sell-off in chips looked like. Investors took profits in their biggest winners and redeployed into the laggard.

#year #Semiconductors #chip #semiconductor

Another Premier League season is officially underway, and despite the usual dose of high hopes for Chelsea, the flagship football club finds itself embroiled in more uncertainty than it ever expected.
Minority stakeholders Mark Walter and Todd Boehly, who own a combined 26 percent (13 percent apiece) of Chelsea, are reportedly in talks to sell their shares to Clearlake Capital, which already controls around 61.5 percent of the franchise. To be sure, the talks between Boehly and Clearlake, specifically, are not new. The sides have discussed an ownership stake exchange in the past, albeit to no avail.
This time around, however, another is added to the equation: Walter, who recently sold the NBA's Los Angeles Lakers and also owns MLB's Los Angeles Dodgers, is under federal investigation for misreporting what's known as related-party loans among his own business ventures. Though nothing has been finalized, Walter's dilemma injects previously unheard-of urgency into the equation.
The news is another blow to Chelsea fans who have grown to distrust the current ownership regime. Their skepticism is not without merit, either. Just as sports betting enthusiasts will search "Is Betonline legit" when shopping around for a place to make wagers, they along with the EPL at large probably need to be wondering whether this Chelsea ownership group is, in fact, built to lead the club into the future.
While Walter's current legal situation raises all sorts of red flags as purchase talks continue, this is far from the first time these parties have found themselves battling murky circumstances.

#Chelsea #walter