10 hours ago
The Southwest faces a barrage of intense rain this week as rounds of storms are tapping into unusually moisture-rich air being pulled north from Baja California, after flash flooding in New Mexico killed three people early Wednesday.
Officers responded at around 12:30 a.m. local time to a report of three people washed away by flooding near Newcomb, New Mexico, on the Navajo Nation. Police discovered two adults and one juvenile on scene, the Navajo Police Department said in a statement. All three were ****** ounced dead. The department declined to provide further details about the deaths when contacted by CNN, citing concern for the family’s privacy.
🌧️ Get your local forecast from the CNN Weather app
Rainfall over Newcomb began Tuesday afternoon around 4:30 p.m. and lingered intermittently until just after midnight. The area saw around 0.5 inches to 1 inch of rain in total, with most of it falling within an hour Tuesday evening.
Wednesday’s storms prompted a rare Level 3 of 4 risk of flooding rainfall for parts of Arizona and New Mexico, including Phoenix and Tucson. Phoenix had not faced a flood risk that high since 2022.
#flooding #around #wednesday #navajo
Officers responded at around 12:30 a.m. local time to a report of three people washed away by flooding near Newcomb, New Mexico, on the Navajo Nation. Police discovered two adults and one juvenile on scene, the Navajo Police Department said in a statement. All three were ****** ounced dead. The department declined to provide further details about the deaths when contacted by CNN, citing concern for the family’s privacy.
🌧️ Get your local forecast from the CNN Weather app
Rainfall over Newcomb began Tuesday afternoon around 4:30 p.m. and lingered intermittently until just after midnight. The area saw around 0.5 inches to 1 inch of rain in total, with most of it falling within an hour Tuesday evening.
Wednesday’s storms prompted a rare Level 3 of 4 risk of flooding rainfall for parts of Arizona and New Mexico, including Phoenix and Tucson. Phoenix had not faced a flood risk that high since 2022.
#flooding #around #wednesday #navajo
12 hours ago
Small modular reactors, or SMRs, are essentially miniature nuclear power plants. They can be built faster than larger conventional nuclear facilities. And while typically more expensive on a per-megawatt basis, upfront capital investment can also be much lower than that of traditional nuclear plants.
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."
#smrs #power #small
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."
#smrs #power #small
12 hours ago
Fed Chair Kevin Warsh used his Aug. 28 keynote speech at Jackson Hole to drive home the point that inflation is broader than the headline rate suggests, speaking directly to the everyday experiences of a rising price level that most people have been having for a while now. Specifically, Warsh said 54% of the 199 items in the personal consumption expenditures (PCE) price index, which is the Fed's preferred inflation gauge, had risen by more than 3% in the 12 months through summer 2026, versus 32% of those items in the two decades before the pandemic.
That's a bit of an awkward situation for the companies that make up the S&P 500 (SNPINDEX: ^GSPC), whose stellar growth in 2026 has been built on profits that are much higher than average. In short, the next thing the market will need to deal with is, in all probability, a Federal Reserve that's keen on making businesses pay more for each dollar of borrowing, which could in turn end up leading to investors paying less for each dollar of profit ***** ociated with the ***** ets they buy.
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 »
Here's how that could unfold, and soon.
After the Sept. 11 inflation report showed that consumer prices are still rising at a faster-than-desired pace, the odds of a rate hike by the Fed at its meeting on Sept. 16 were 90%, per the CME FedWatch. Warsh also said in his speech that he'd struggle to call the current set of financial conditions restrictive. That obviously means that investors need to brace for higher rates.
#inflation
That's a bit of an awkward situation for the companies that make up the S&P 500 (SNPINDEX: ^GSPC), whose stellar growth in 2026 has been built on profits that are much higher than average. In short, the next thing the market will need to deal with is, in all probability, a Federal Reserve that's keen on making businesses pay more for each dollar of borrowing, which could in turn end up leading to investors paying less for each dollar of profit ***** ociated with the ***** ets they buy.
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 »
Here's how that could unfold, and soon.
After the Sept. 11 inflation report showed that consumer prices are still rising at a faster-than-desired pace, the odds of a rate hike by the Fed at its meeting on Sept. 16 were 90%, per the CME FedWatch. Warsh also said in his speech that he'd struggle to call the current set of financial conditions restrictive. That obviously means that investors need to brace for higher rates.
#inflation
13 hours ago
Eli Lilly (NYSE: LLY) has been on a historic run over the past five years, outperforming similarly sized peers in the pharmaceutical industry and becoming the first healthcare stock to reach a $1 trillion market cap. The company's diabetes and weight-loss portfolio has been the main engine behind its terrific performance of late, and it remains strong. During the second quarter, Eli Lilly's revenue jumped 48% year over year to $23 billion, while adjusted earnings per share rose 33% year over year to $8.38.
Sales from Eli Lilly's Mounjaro, a diabetes medicine, soared 91% year over year to $9.9 billion, while sales of Zepbound, approved for weight loss and obstructive sleep apnea, grew 46% to $4.9 billion. Can anything stop Eli Lilly's momentum? Here's one thing that might do so.
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 »
Eli Lilly generates most of its revenue from Mounjaro and Zepbound, which have the same active ingredient, tirzepatide, a medicine that mimics the action of the GLP-1 and GIP gut hormones. In the second quarter, sales from these two medicines accounted for almost 65% of the company's top line. Eli Lilly also markets Foundayo, an oral GLP-1 approved for weight loss, although it was approved in April and doesn't yet contribute much to its financial results.
Still, the point is that Eli Lilly's lineup is concentrated at the top, with just a couple of brands responsible for most of the recent momentum. Other pharmaceutical giants are well aware of Eli Lilly's GLP-1 success, and they are seeking to launch competing therapies.
#lilly #sales #loss #billion
Sales from Eli Lilly's Mounjaro, a diabetes medicine, soared 91% year over year to $9.9 billion, while sales of Zepbound, approved for weight loss and obstructive sleep apnea, grew 46% to $4.9 billion. Can anything stop Eli Lilly's momentum? Here's one thing that might do so.
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 »
Eli Lilly generates most of its revenue from Mounjaro and Zepbound, which have the same active ingredient, tirzepatide, a medicine that mimics the action of the GLP-1 and GIP gut hormones. In the second quarter, sales from these two medicines accounted for almost 65% of the company's top line. Eli Lilly also markets Foundayo, an oral GLP-1 approved for weight loss, although it was approved in April and doesn't yet contribute much to its financial results.
Still, the point is that Eli Lilly's lineup is concentrated at the top, with just a couple of brands responsible for most of the recent momentum. Other pharmaceutical giants are well aware of Eli Lilly's GLP-1 success, and they are seeking to launch competing therapies.
#lilly #sales #loss #billion
13 hours ago
Between 2023 and 2025, Nvidia (NASDAQ: NVDA) was the market's most obvious artificial intelligence (AI) trade. During this period, the stock went parabolic, surging by 1,180% and turning the chipmaker into the world's most valuable company by market cap. On a split-adjusted basis, that was a climb from about $14 per share to $186 by the end of 2025.
Currently, Nvidia stock sits around $218, up another 17% year to date. This is what it looks like when a company owns a scarce product that's in heavy demand -- in this case, graphics processing units (GPUs).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron Technology's (NASDAQ: MU) rocket-like move came a bit later, but hit much harder. Memory chips were an afterthought during the initial GPU gold rush. But as training clusters got larger and inference workloads got hungrier, supplies of high bandwidth memory (HBM) started running short. Prices for HBM soared, and Micron stock responded epically -- rising 239% in 2025 and another 242% so far this year. This type of price action indicates the market has recognized that memory is no longer just another tech commodity -- its supply is one of the key bottlenecks dictating the pace at which data centers can be built.
Nvidia and Micron are not the same bet. While Nvidia sells engines, Micron is selling the tanks for the fuel these engines cannot operate without. This begs the question: At this point, which of these AI chip stocks would be the better one to buy and hold for the next five years?
#signal #Stock #chipmaker
Currently, Nvidia stock sits around $218, up another 17% year to date. This is what it looks like when a company owns a scarce product that's in heavy demand -- in this case, graphics processing units (GPUs).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron Technology's (NASDAQ: MU) rocket-like move came a bit later, but hit much harder. Memory chips were an afterthought during the initial GPU gold rush. But as training clusters got larger and inference workloads got hungrier, supplies of high bandwidth memory (HBM) started running short. Prices for HBM soared, and Micron stock responded epically -- rising 239% in 2025 and another 242% so far this year. This type of price action indicates the market has recognized that memory is no longer just another tech commodity -- its supply is one of the key bottlenecks dictating the pace at which data centers can be built.
Nvidia and Micron are not the same bet. While Nvidia sells engines, Micron is selling the tanks for the fuel these engines cannot operate without. This begs the question: At this point, which of these AI chip stocks would be the better one to buy and hold for the next five years?
#signal #Stock #chipmaker
13 hours ago
Last month, Strategy (NASDAQ: MSTR) founder and Executive Chairman Michael Saylor predicted that Bitcoin's token price would grow at a 30% compound annual rate over a 10-year period. At the time, the market-leading cryptocurrency was trading at roughly $64,500.
As of this writing, Bitcoin is already up roughly 20% since Saylor made his prediction. Could Saylor's prediction for average annualized returns over the next 30 years really hold up?
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 »
Bitcoin hit an all-time high of roughly $126,200 per token in October 2025. It then began an extended downtrend that took it to a cyclical low of below $58,600 this summer. Even though the cryptocurrency has recently seen some strong bullish momentum, it's still down roughly 39% from its peak. It's possible that current macroeconomic dynamics will help the token continue regaining ground.
With concerns about rising bond yields, oil prices, and inflation recently shaping action across the stock market and weighing heavily on the broader macroeconomic outlook, the stage could be set for Bitcoin to continue coming back into favor with investors in the near term. Crypto bulls have long touted the token's ability to function as a store of value or "digital gold," and an inflationary environment that coincides with record national debt continuing to reach new highs seemingly reflects the kind of dynamics that Bitcoin has been championed as a bulwark against.
#saylor
As of this writing, Bitcoin is already up roughly 20% since Saylor made his prediction. Could Saylor's prediction for average annualized returns over the next 30 years really hold up?
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 »
Bitcoin hit an all-time high of roughly $126,200 per token in October 2025. It then began an extended downtrend that took it to a cyclical low of below $58,600 this summer. Even though the cryptocurrency has recently seen some strong bullish momentum, it's still down roughly 39% from its peak. It's possible that current macroeconomic dynamics will help the token continue regaining ground.
With concerns about rising bond yields, oil prices, and inflation recently shaping action across the stock market and weighing heavily on the broader macroeconomic outlook, the stage could be set for Bitcoin to continue coming back into favor with investors in the near term. Crypto bulls have long touted the token's ability to function as a store of value or "digital gold," and an inflationary environment that coincides with record national debt continuing to reach new highs seemingly reflects the kind of dynamics that Bitcoin has been championed as a bulwark against.
#saylor
14 hours ago
Investors looking for cheap stocks to buy before the end of 2026 don't have to look too far to find some great investments. There are many top stocks that can make for solid long-term growth investments that are trading at absurdly cheap valuations right now.
Three stocks that are trading at low earnings multiples and that have lots of growth still ahead are Novo Nordisk (NYSE:NVO), Intuit (NASDAQ:INTU), and Reddit (NYSE:RDDT). Here's why these can make for great growth stocks to buy right now.
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 »
Image source: Getty Images.
It's been a rough stretch for healthcare company Novo Nordisk, as it has declined about 23% in value over the past 12 months. Investors are questioning its ability to grow and compete alongside its rival, Eli Lilly. Novo was an early leader in the GLP-1 race with Ozempic and Wegovy, but now has lost more than a couple of steps.
#NVIDIA #investors #cheap
Three stocks that are trading at low earnings multiples and that have lots of growth still ahead are Novo Nordisk (NYSE:NVO), Intuit (NASDAQ:INTU), and Reddit (NYSE:RDDT). Here's why these can make for great growth stocks to buy right now.
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 »
Image source: Getty Images.
It's been a rough stretch for healthcare company Novo Nordisk, as it has declined about 23% in value over the past 12 months. Investors are questioning its ability to grow and compete alongside its rival, Eli Lilly. Novo was an early leader in the GLP-1 race with Ozempic and Wegovy, but now has lost more than a couple of steps.
#NVIDIA #investors #cheap
14 hours ago
On September 10, a caller outlined a detailed financial thesis showing Micron Technology, Inc. (NASDAQ:MU) reaching $1,400 and asked whether the **** ysis held water. In response, Mad Money host Jim Cramer said:
I mean, that's a remarkable **** ysis. It's spot on in every single number. Every single thing you said is true, which is why my Charitable Trust owns it, and why we are buying it aggressively. And by the way, can I just say if you listen to what… [the caller] said, he put some money away. He was fortunate enough to have money, which I know not everybody can have, but he had money. He put it in an individual stock. Now, if he put it in an index fund, he'd make some money, but he got really rich. And part of my job is not just to get you rich, but to hopefully get you really rich.
Micron Technology, Inc. (NASDAQ:MU) stands as one of three primary global manufacturers of dynamic random-access memory (DRAM) and NAND flash memory, positioning it at the center of the ongoing expansion in artificial intelligence infrastructure. Because advanced AI workloads require significantly higher memory bandwidth, demand has surged for Micron's High-Bandwidth Memory (HBM3E) architecture, which is integrated directly into top-tier AI graphics processors and data center accelerators. With memory production capacity for advanced AI chips remaining constrained industry-wide, Micron has secured long-term purchase agreements that cover its HBM output through 2026 and into 2027, providing visibility into top-line revenue growth.
Driven by accelerated AI server adoption and broader pricing recovery across traditional DRAM and NAND markets, it reported extraordinary growth in fiscal Q3. Revenue surged to $41.46 billion, more than quadrupling the $9.30 billion generated in the same period last year and stepping up sharply from $23.86 billion in the prior quarter. The company demonstrated exceptional operating leverage during the period, posting GAAP net income of $28.24 billion ($24.67 per diluted share) and non-GAAP net income of $28.86 billion ($25.11 per diluted share). Operating cash flow also scaled quickly, reaching $25.39 billion compared to $11.90 billion in the prior quarter and $4.61 billion in the prior-year period.
Despite its strong position in the AI supply chain, Micron Technology, Inc. (NASDAQ:MU) operates in a historically cyclical memory industry with some operational and market risks. Memory chip pricing remains sensitive to industry-wide supply-and-demand imbalances, where oversupply can rapidly compress profit margins during broader downturns in consumer electronics demand or corporate IT spending.
#billion #memory #NASDAQ #industry
I mean, that's a remarkable **** ysis. It's spot on in every single number. Every single thing you said is true, which is why my Charitable Trust owns it, and why we are buying it aggressively. And by the way, can I just say if you listen to what… [the caller] said, he put some money away. He was fortunate enough to have money, which I know not everybody can have, but he had money. He put it in an individual stock. Now, if he put it in an index fund, he'd make some money, but he got really rich. And part of my job is not just to get you rich, but to hopefully get you really rich.
Micron Technology, Inc. (NASDAQ:MU) stands as one of three primary global manufacturers of dynamic random-access memory (DRAM) and NAND flash memory, positioning it at the center of the ongoing expansion in artificial intelligence infrastructure. Because advanced AI workloads require significantly higher memory bandwidth, demand has surged for Micron's High-Bandwidth Memory (HBM3E) architecture, which is integrated directly into top-tier AI graphics processors and data center accelerators. With memory production capacity for advanced AI chips remaining constrained industry-wide, Micron has secured long-term purchase agreements that cover its HBM output through 2026 and into 2027, providing visibility into top-line revenue growth.
Driven by accelerated AI server adoption and broader pricing recovery across traditional DRAM and NAND markets, it reported extraordinary growth in fiscal Q3. Revenue surged to $41.46 billion, more than quadrupling the $9.30 billion generated in the same period last year and stepping up sharply from $23.86 billion in the prior quarter. The company demonstrated exceptional operating leverage during the period, posting GAAP net income of $28.24 billion ($24.67 per diluted share) and non-GAAP net income of $28.86 billion ($25.11 per diluted share). Operating cash flow also scaled quickly, reaching $25.39 billion compared to $11.90 billion in the prior quarter and $4.61 billion in the prior-year period.
Despite its strong position in the AI supply chain, Micron Technology, Inc. (NASDAQ:MU) operates in a historically cyclical memory industry with some operational and market risks. Memory chip pricing remains sensitive to industry-wide supply-and-demand imbalances, where oversupply can rapidly compress profit margins during broader downturns in consumer electronics demand or corporate IT spending.
#billion #memory #NASDAQ #industry
14 hours ago
Fast-growing stocks and artificial intelligence (AI) seem to go hand in hand, and there are several examples of stocks growing their revenue at 50%, 100%, or even 200%. But none quite touch how rapidly Nebius (NASDAQ: NBIS) is growing. During its most recent quarter, revenue rose by a jaw-dropping 454% year over year. What's even more impressive is that this growth rate is expected to last through the rest of the year, and 2027's will also be elevated.
It's starting to make a lot of sense that Nvidia (NASDAQ: NVDA) is investing in Nebius, and there's still a great buying opportunity here for investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius is a neocloud business that provides AI-focused cloud computing power to its clients. Among its biggest clients are Meta Platforms and Microsoft, each of which has signed multi-year deals with Nebius to expand capacity. Both Microsoft and Meta have their own data centers, and Microsoft rents out its capacity to others, so why are they renting from Nebius?
Nebius' deal with Nvidia provides it with leading hardware before others, so it's a way to gain early access to the best computing units. Furthermore, these companies like having a bit of flexibility and not having to build too many data centers, as well as getting their hands on as much computing capacity as quickly as possible.
#Microsoft
It's starting to make a lot of sense that Nvidia (NASDAQ: NVDA) is investing in Nebius, and there's still a great buying opportunity here for investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius is a neocloud business that provides AI-focused cloud computing power to its clients. Among its biggest clients are Meta Platforms and Microsoft, each of which has signed multi-year deals with Nebius to expand capacity. Both Microsoft and Meta have their own data centers, and Microsoft rents out its capacity to others, so why are they renting from Nebius?
Nebius' deal with Nvidia provides it with leading hardware before others, so it's a way to gain early access to the best computing units. Furthermore, these companies like having a bit of flexibility and not having to build too many data centers, as well as getting their hands on as much computing capacity as quickly as possible.
#Microsoft
15 hours ago
There's an old investing rule, popularized by investing legend Peter Lynch, to invest in what you know. It's deceptively simple advice: The better you understand a business, the better equipped you are to recognize its opportunities.
Likewise, greater knowledge of a business improves your ability to recognize things that could potentially go wrong. That second part is especially important.
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 »
When it comes to NuScale Power (NYSE: SMR), there's one thing investors should probably know before buying the dip: what its small modular reactors (SMRs) could actually cost to operate. This isn't, to be sure, a question investors can answer with much certainty today, mainly because NuScale doesn't have a commercial reactor in operation.
That said, a newly released study, which has not yet gone through peer review, offers a sobering estimate. And if the findings hold up, the operating costs for NuScale's reactors could pose a much bigger problem to its business than previously thought.
#recognize
Likewise, greater knowledge of a business improves your ability to recognize things that could potentially go wrong. That second part is especially important.
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 »
When it comes to NuScale Power (NYSE: SMR), there's one thing investors should probably know before buying the dip: what its small modular reactors (SMRs) could actually cost to operate. This isn't, to be sure, a question investors can answer with much certainty today, mainly because NuScale doesn't have a commercial reactor in operation.
That said, a newly released study, which has not yet gone through peer review, offers a sobering estimate. And if the findings hold up, the operating costs for NuScale's reactors could pose a much bigger problem to its business than previously thought.
#recognize
15 hours ago
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
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
15 hours ago
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
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
19 hours ago
With a market cap of $39.1 billion, California-based NetApp, Inc. (NTAP) is a leading provider of enterprise data storage and intelligent data infrastructure, helping businesses manage, protect, and activate data across on-premises systems, hybrid environments, and major public clouds. Its portfolio combines all-flash storage, cloud services, and data-management software, with its ONTAP platform at the core.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and NetApp fits this criterion perfectly. Its leadership lies in its enterprise storage, strong hybrid-cloud capabilities, and deeply embedded customer relationships. Its ONTAP platform offers unified data management across on-premises and cloud environments, while partnerships with major cloud providers strengthen its position as enterprises shift toward hybrid infrastructure. NetApp also benefits from its growing all-flash storage portfolio, recurring software and services revenue, and expanding AI-focused data infrastructure offerings.
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.
#netapp #storage #Stock #offerings
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and NetApp fits this criterion perfectly. Its leadership lies in its enterprise storage, strong hybrid-cloud capabilities, and deeply embedded customer relationships. Its ONTAP platform offers unified data management across on-premises and cloud environments, while partnerships with major cloud providers strengthen its position as enterprises shift toward hybrid infrastructure. NetApp also benefits from its growing all-flash storage portfolio, recurring software and services revenue, and expanding AI-focused data infrastructure offerings.
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.
#netapp #storage #Stock #offerings
19 hours ago
Anthropic could reportedly complete an initial public offering (IPO) by early November, which could fetch a valuation of roughly $2 trillion. Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) are two stocks positioned to benefit if Anthropic goes public.
Anthropic said its annualized revenue reached $47 billion in May, up from the $14 billion run rate it disclosed on Feb. 12, 2026. That helped push its valuation to $965 billion on May 28, following a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.
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 »
Amazon and Alphabet hold minority stakes, providing investors with some exposure to Claude's growth. Moreover, if Anthropic does go public, it could raise additional capital to support the massive compute commitments it's already making with Amazon and Google.
In its second-quarter earnings release, Amazon reported that net income surged 244% year over year to $62.6 billion. A key driver was a $53.4 billion non-operating pre-tax gain recognized as "other income," which the company attributed primarily to its investment in Anthropic. This gain reflected the recent increase in valuation for Anthropic following its latest funding round. The gain represented 2% of Amazon's market cap at the time of the second-quarter earnings release.
#NVIDIA #capital #signal #valuation
Anthropic said its annualized revenue reached $47 billion in May, up from the $14 billion run rate it disclosed on Feb. 12, 2026. That helped push its valuation to $965 billion on May 28, following a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.
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 »
Amazon and Alphabet hold minority stakes, providing investors with some exposure to Claude's growth. Moreover, if Anthropic does go public, it could raise additional capital to support the massive compute commitments it's already making with Amazon and Google.
In its second-quarter earnings release, Amazon reported that net income surged 244% year over year to $62.6 billion. A key driver was a $53.4 billion non-operating pre-tax gain recognized as "other income," which the company attributed primarily to its investment in Anthropic. This gain reflected the recent increase in valuation for Anthropic following its latest funding round. The gain represented 2% of Amazon's market cap at the time of the second-quarter earnings release.
#NVIDIA #capital #signal #valuation
23 hours ago
Realty Income (NYSE:O) aims to be the real estate partner to the world's leading companies. It has really leaned into forming new capital partnerships with leading institutional investors over the past year. It just formed a new joint venture (JV) with KKR, adding to prior strategic partnership deals with Apollo and GIC.
These partnerships might have income investors wondering if they're a sign of financial strength or weakness. Here's how they align with Realty Income's strategic plan to continue growing its high-yielding monthly dividend (currently 5.5%).
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 »
Image source: Getty Images.
Realty Income is a real estate investment trust (REIT) with a globally diversified portfolio of net lease real estate. It launched an investment management platform (Realty Income Investment Management or RIM) last year to allow institutional investors to invest alongside it through funds, JVs, and separately managed mandates. This strategy has four key advantages: accelerating its adjusted funds from operations (AFFO) per share growth through capital-light revenue, expanding its addressable market, reducing its reliance on public equity, and providing its partners with distinct, non-overlapping vehicles.
#income #estate #continue
These partnerships might have income investors wondering if they're a sign of financial strength or weakness. Here's how they align with Realty Income's strategic plan to continue growing its high-yielding monthly dividend (currently 5.5%).
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 »
Image source: Getty Images.
Realty Income is a real estate investment trust (REIT) with a globally diversified portfolio of net lease real estate. It launched an investment management platform (Realty Income Investment Management or RIM) last year to allow institutional investors to invest alongside it through funds, JVs, and separately managed mandates. This strategy has four key advantages: accelerating its adjusted funds from operations (AFFO) per share growth through capital-light revenue, expanding its addressable market, reducing its reliance on public equity, and providing its partners with distinct, non-overlapping vehicles.
#income #estate #continue
1 day ago
After holding Microsoft (NASDAQ: MSFT) for more than 10 years, I wouldn't sell a single share, not even today. The company I bought back in 2016 has changed dramatically, but mostly in ways that strengthen the original reason I owned it. Microsoft has shifted from a PC-centric software business to one built on cloud, subscriptions, enterprise software, and artificial intelligence.
So the question now is whether those changes can support another decade of compounding, and whether the stock is still a buy at today's 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 »
When I first bought Microsoft, the business was much smaller. In fiscal 2016, it generated $85.3 billion in revenue and $20.2 billion in operating income. By fiscal 2026, revenue had reached $331.8 billion and operating income $155.2 billion. Azure alone passed $100 billion in annual revenue.
The bigger change is where that growth came from. Microsoft expanded Microsoft 365, Azure, LinkedIn, Dynamics, GitHub, security, and other cloud products across largely the same enterprise customer base.
#Microsoft #revenue #company
So the question now is whether those changes can support another decade of compounding, and whether the stock is still a buy at today's 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 »
When I first bought Microsoft, the business was much smaller. In fiscal 2016, it generated $85.3 billion in revenue and $20.2 billion in operating income. By fiscal 2026, revenue had reached $331.8 billion and operating income $155.2 billion. Azure alone passed $100 billion in annual revenue.
The bigger change is where that growth came from. Microsoft expanded Microsoft 365, Azure, LinkedIn, Dynamics, GitHub, security, and other cloud products across largely the same enterprise customer base.
#Microsoft #revenue #company
1 day ago
Intel (NASDAQ:INTC) stock is up 4% in morning trading on Wednesday, following a report that the chipmaker was in talks with SK Hynix (NASDAQ:SKHY) that would allow the South Korean company to manufacture memory chips on U.S. soil.
According to the Reuters report, SK Hynix is considering leasing part of Intel's $28 billion chip manufacturing facility in Ohio. Another option, according to the report, would involve SK Hynix forming an agreement with Intel and other major cloud companies seeking memory chip supplies.
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 »
SK Hynix is a leading manufacturer of memory chips and is known for supplying advanced high-bandwidth memory (HBM) used in AI accelerators.
Image source: Intel.
#Intel #according
According to the Reuters report, SK Hynix is considering leasing part of Intel's $28 billion chip manufacturing facility in Ohio. Another option, according to the report, would involve SK Hynix forming an agreement with Intel and other major cloud companies seeking memory chip supplies.
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 »
SK Hynix is a leading manufacturer of memory chips and is known for supplying advanced high-bandwidth memory (HBM) used in AI accelerators.
Image source: Intel.
#Intel #according
1 day ago
Cipher Digital (NASDAQ: CIFR) stock is roaring higher on Wednesday. The company's share price was up 13.9% as of 10:35 a.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were up 0.2% and 0.6%, respectively.
After recent sell-offs driven by concerns about the potential for increased regulation in the artificial intelligence (AI) industry, stocks in the category are seeing some rebound trading in today's session. In addition to that bullish catalyst, Cipher Digital stock is getting a big boost from news connected to its Texas data center projects.
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 potential for AI to create dangerous outcomes has been a center-stage news item and point of political discussion recently, and increased focus on the topic has powered some valuation pullbacks for artificial intelligence companies. Calls for increased regulation of the AI industry have caused concerns among investors that growth in the category could be impeded, but stocks in the ******* e are broadly seeing some rebound momentum in today's trading.
Before the market opened this morning, the Electric Reliability Council of Texas (ERCOT) published an update through its Batch Zero evaluation framework indicating grid capacity of up to 3.2 gigawatts for Cipher's data centers in the state. The update bodes well for the scaling of the company's AI compute business, and investors are bidding up the stock today in response.
#NVIDIA #Stock #increased #flashing
After recent sell-offs driven by concerns about the potential for increased regulation in the artificial intelligence (AI) industry, stocks in the category are seeing some rebound trading in today's session. In addition to that bullish catalyst, Cipher Digital stock is getting a big boost from news connected to its Texas data center projects.
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 potential for AI to create dangerous outcomes has been a center-stage news item and point of political discussion recently, and increased focus on the topic has powered some valuation pullbacks for artificial intelligence companies. Calls for increased regulation of the AI industry have caused concerns among investors that growth in the category could be impeded, but stocks in the ******* e are broadly seeing some rebound momentum in today's trading.
Before the market opened this morning, the Electric Reliability Council of Texas (ERCOT) published an update through its Batch Zero evaluation framework indicating grid capacity of up to 3.2 gigawatts for Cipher's data centers in the state. The update bodes well for the scaling of the company's AI compute business, and investors are bidding up the stock today in response.
#NVIDIA #Stock #increased #flashing
1 day ago
Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Sandisk Corporation (NASDAQ:SNDK) as a newly added position. Sandisk Corporation (NASDAQ:SNDK) develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States and internationally. On September 15, 2026, Sandisk Corporation (NASDAQ:SNDK) closed at $1,530.90 per share. Over the past month, Sandisk Corporation (NASDAQ:SNDK) declined 2.32%, but its shares are up 1,530.74% over the past year. Sandisk Corporation (NASDAQ:SNDK) has a market capitalization of $224.15 billion, and its stock has traded within a 52-week range of $90.22 to $2,354.39.
Parnassus Growth Equity Fund stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its Q2 2026 investor letter:
"Other positions added during the quarter included Sandisk Corporation (NASDAQ:SNDK), a leader in flash memory solutions; Comfort Systems, a mechanical, electrical and plumbing contractor. Sandisk makes NAND flash memory, which is seeing a surge in demand from data centers and AI workloads. While NAND remains cyclical, we believe the combination of accelerating AI-driven storage demand and constrained supply provides an attractive opportunity to participate in the current upcycle."
Sandisk Corporation (NASDAQ:SNDK) is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 128 hedge fund portfolios held Sandisk Corporation (NASDAQ:SNDK) at the end of the second quarter which was 114 in the previous quarter. While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) 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 fre
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Sandisk Corporation (NASDAQ:SNDK) as a newly added position. Sandisk Corporation (NASDAQ:SNDK) develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States and internationally. On September 15, 2026, Sandisk Corporation (NASDAQ:SNDK) closed at $1,530.90 per share. Over the past month, Sandisk Corporation (NASDAQ:SNDK) declined 2.32%, but its shares are up 1,530.74% over the past year. Sandisk Corporation (NASDAQ:SNDK) has a market capitalization of $224.15 billion, and its stock has traded within a 52-week range of $90.22 to $2,354.39.
Parnassus Growth Equity Fund stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its Q2 2026 investor letter:
"Other positions added during the quarter included Sandisk Corporation (NASDAQ:SNDK), a leader in flash memory solutions; Comfort Systems, a mechanical, electrical and plumbing contractor. Sandisk makes NAND flash memory, which is seeing a surge in demand from data centers and AI workloads. While NAND remains cyclical, we believe the combination of accelerating AI-driven storage demand and constrained supply provides an attractive opportunity to participate in the current upcycle."
Sandisk Corporation (NASDAQ:SNDK) is on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 128 hedge fund portfolios held Sandisk Corporation (NASDAQ:SNDK) at the end of the second quarter which was 114 in the previous quarter. While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) 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 fre
1 day ago
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
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
1 day ago
Broadcom (NASDAQ: AVGO) has been one of the quieter top-performing investments throughout the AI arms race. If you invested $5,000 at the start of the AI arms race in 2023, that sum is now worth more than $32,000. However, investors must look forward, not backward. Luckily, Broadcom's future is brighter than ever, and I think a $5,000 investment now could lead to a much larger sum later.
While it won't be able to repeat the incredible performance it gave investors over the past three and a half years, I think it's still worth buying now.
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 »
Broadcom does a lot of different things as a company, ranging from software to virtual desktops to networking hardware. However, the most exciting product development over the past few years has been its custom AI chips. Instead of going head-to-head with companies in the GPU ***** e, which excel at all types of workloads, Broadcom is partnering directly with AI hyperscalers to develop chips purpose-built for their workloads. These units can provide better performance at a lower price tag than their GPU counterparts, but only when the workloads are properly configured.
Broadcom has several big-name clients, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), OpenAI, and Anthropic, to name a few. These companies have all chosen to partner with Broadcom over some other competitors in this ***** e, and the results have been simply incredible.
#NVIDIA #meta
While it won't be able to repeat the incredible performance it gave investors over the past three and a half years, I think it's still worth buying now.
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 »
Broadcom does a lot of different things as a company, ranging from software to virtual desktops to networking hardware. However, the most exciting product development over the past few years has been its custom AI chips. Instead of going head-to-head with companies in the GPU ***** e, which excel at all types of workloads, Broadcom is partnering directly with AI hyperscalers to develop chips purpose-built for their workloads. These units can provide better performance at a lower price tag than their GPU counterparts, but only when the workloads are properly configured.
Broadcom has several big-name clients, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), OpenAI, and Anthropic, to name a few. These companies have all chosen to partner with Broadcom over some other competitors in this ***** e, and the results have been simply incredible.
#NVIDIA #meta
1 day ago
The energy landscape is evolving rapidly, and one company looking to disrupt the status quo and redefine the future of nuclear power is NuScale Power (NYSE: SMR). NuScale is the only small modular reactor (SMR) developer to receive a Standard Design Approval from the Nuclear Regulatory Commission.
On Sept. 1, NuScale achieved a major engineering breakthrough. In collaboration with MilleniTEK, it successfully fabricated specialized boron-oxide pellets, a critical component of NuScale's cutting-edge passive emergency cooling system.
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 »
This engineering triumph is a major step toward making safe, meltdown-proof modular nuclear power a reality. It also helps NuScale move closer to commercial deployment. But does this make NuScale Power stock a buy? Let's dive into the details and what it means for the stock.
In traditional nuclear reactors, reactivity control during nonstandard events often relies on active mechanical insertion of control rods or on powered chemical injection pumps. NuScale's 77 MWe Small Modular Reactor (SMR) design relies on passive safety mechanisms.
#power
On Sept. 1, NuScale achieved a major engineering breakthrough. In collaboration with MilleniTEK, it successfully fabricated specialized boron-oxide pellets, a critical component of NuScale's cutting-edge passive emergency cooling system.
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 »
This engineering triumph is a major step toward making safe, meltdown-proof modular nuclear power a reality. It also helps NuScale move closer to commercial deployment. But does this make NuScale Power stock a buy? Let's dive into the details and what it means for the stock.
In traditional nuclear reactors, reactivity control during nonstandard events often relies on active mechanical insertion of control rods or on powered chemical injection pumps. NuScale's 77 MWe Small Modular Reactor (SMR) design relies on passive safety mechanisms.
#power
1 day ago
On the surface, Oracle (NYSE: ORCL) is the type of company you would expect to benefit tremendously from the generative artificial intelligence (AI) boom. It provides the computing power and data storage vital for running and training these complex algorithms. But while its stock captured some gains early in the AI era, it has more recently lagged behind other AI infrastructure stocks.
Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame. Let's discuss the pros and cons of Oracle, and attempt to predict what a $1,000 position could be worth by the end of the decade.
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 »
Like the leadership teams at many tech giants, Oracle's management recognized the long-term potential of the generative AI boom fairly early in the trend. They quickly moved to position the company on the pick-and-shovel side of the opportunity, providing cloud services and data center capacity to companies that were working to create and market consumer-facing large language models (LLMs). That push into the cloud infrastructure segment was underpinned by a substantial reorganization of Oracle's corporate structure.
This year, the company has already laid off 21,000 employees. That number is expected to rise with a $700 million addition to its restructuring plan (which is now worth $2.8 billion); much of the new spending is earmarked for severance payments and other exit expenses.
#NVIDIA #flashing #early
Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame. Let's discuss the pros and cons of Oracle, and attempt to predict what a $1,000 position could be worth by the end of the decade.
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 »
Like the leadership teams at many tech giants, Oracle's management recognized the long-term potential of the generative AI boom fairly early in the trend. They quickly moved to position the company on the pick-and-shovel side of the opportunity, providing cloud services and data center capacity to companies that were working to create and market consumer-facing large language models (LLMs). That push into the cloud infrastructure segment was underpinned by a substantial reorganization of Oracle's corporate structure.
This year, the company has already laid off 21,000 employees. That number is expected to rise with a $700 million addition to its restructuring plan (which is now worth $2.8 billion); much of the new spending is earmarked for severance payments and other exit expenses.
#NVIDIA #flashing #early
3 days ago
Florence Pugh mesmerized fans with a stunning look from Vivienne Westwood. Attending the Emmy Awards in Los Angeles, the British star captivated photographers instantly on the carpet, posing in a flowy dress elegantly slipping off her shoulders. She proved once again that dramatic silhouettes suit her style perfectly.
this might be the best florence pugh has ever looked in a dress ngl like stunning pic.twitter.com/dRqbc2bGtT
— séléna ☆ (selenaslifetime) September 14, 2026
For the prestigious television event, Florence Pugh selected a custom lilac gown designed by legendary British fashion house Vivienne Westwood. The enchanting gown features a signature structured corset bodice that nips in tightly at the waist. Delicate, sheer lavender chiffon drapes loosely around the arms, slipping gracefully off the shoulders. The form-fitting skirt hugged her hips before cascading into a dramatic, sweeping train that glided across the floor.
The actress moved with pure grace while posing for the surrounding cameras. As showcased in a popular Instagram post, the gown features an alluring low-cut, backless design. She turned around sideways and glanced back over her shoulder, flashing a confident smile at photographers. The sheer off-the-shoulder sleeves fluttered softly as she walked down the event carpet, creating an ethereal fairytale effect under the bright venue lights.
#vivienne #westwood #british
this might be the best florence pugh has ever looked in a dress ngl like stunning pic.twitter.com/dRqbc2bGtT
— séléna ☆ (selenaslifetime) September 14, 2026
For the prestigious television event, Florence Pugh selected a custom lilac gown designed by legendary British fashion house Vivienne Westwood. The enchanting gown features a signature structured corset bodice that nips in tightly at the waist. Delicate, sheer lavender chiffon drapes loosely around the arms, slipping gracefully off the shoulders. The form-fitting skirt hugged her hips before cascading into a dramatic, sweeping train that glided across the floor.
The actress moved with pure grace while posing for the surrounding cameras. As showcased in a popular Instagram post, the gown features an alluring low-cut, backless design. She turned around sideways and glanced back over her shoulder, flashing a confident smile at photographers. The sheer off-the-shoulder sleeves fluttered softly as she walked down the event carpet, creating an ethereal fairytale effect under the bright venue lights.
#vivienne #westwood #british
3 days ago
Florence Pugh mesmerized fans with a stunning look from Vivienne Westwood. Attending the Emmy Awards in Los Angeles, the British star captivated photographers instantly on the carpet, posing in a flowy dress elegantly slipping off her shoulders. She proved once again that dramatic silhouettes suit her style perfectly.
this might be the best florence pugh has ever looked in a dress ngl like stunning pic.twitter.com/dRqbc2bGtT
— séléna ☆ (selenaslifetime) September 14, 2026
For the prestigious television event, Florence Pugh selected a custom lilac gown designed by legendary British fashion house Vivienne Westwood. The enchanting gown features a signature structured corset bodice that nips in tightly at the waist. Delicate, sheer lavender chiffon drapes loosely around the arms, slipping gracefully off the shoulders. The form-fitting skirt hugged her hips before cascading into a dramatic, sweeping train that glided across the floor.
The actress moved with pure grace while posing for the surrounding cameras. As showcased in a popular Instagram post, the gown features an alluring low-cut, backless design. She turned around sideways and glanced back over her shoulder, flashing a confident smile at photographers. The sheer off-the-shoulder sleeves fluttered softly as she walked down the event carpet, creating an ethereal fairytale effect under the bright venue lights.
#pugh #vivienne #stunning
this might be the best florence pugh has ever looked in a dress ngl like stunning pic.twitter.com/dRqbc2bGtT
— séléna ☆ (selenaslifetime) September 14, 2026
For the prestigious television event, Florence Pugh selected a custom lilac gown designed by legendary British fashion house Vivienne Westwood. The enchanting gown features a signature structured corset bodice that nips in tightly at the waist. Delicate, sheer lavender chiffon drapes loosely around the arms, slipping gracefully off the shoulders. The form-fitting skirt hugged her hips before cascading into a dramatic, sweeping train that glided across the floor.
The actress moved with pure grace while posing for the surrounding cameras. As showcased in a popular Instagram post, the gown features an alluring low-cut, backless design. She turned around sideways and glanced back over her shoulder, flashing a confident smile at photographers. The sheer off-the-shoulder sleeves fluttered softly as she walked down the event carpet, creating an ethereal fairytale effect under the bright venue lights.
#pugh #vivienne #stunning
3 days ago
Michael Page won significantly more times than he lost in the UFC, yet it still wasn't enough to sway the promotion to keep him around after his contract expired.
The former Bellator superstar entered the UFC with plenty of fanfare in 2024, scoring a clear-cut unanimous decision win against Kevin Holland at UFC 299. Page, 39, styled on Holland in vintage fashion, utilizing his flashy striking skills to outpoint the veteran in a welterweight showdown. As it turned out, though, finishes — or even similarly entertaining performances — failed to materialize in Page's subsequent five UFC appearances.
Despite winning four straight fights, capped off by his fight against Nursulton Ruziboev at UFC Paris, the promotion opted not to re-sign Page without even having a discussion.
Speaking on Monday's edition of "The Ariel Helwani Show," Page vented his frustrations, saying he felt disrespected by the entire close to his UFC run.
"I had goals to achieve, so regardless of anything, I was winning my fights, which says to me you get to stay," Page told Uncrowned. "That's the premise of this game. Success should breed more opportunities. So, I still felt like we'd sit down at the table.
#holland #winning #fights
The former Bellator superstar entered the UFC with plenty of fanfare in 2024, scoring a clear-cut unanimous decision win against Kevin Holland at UFC 299. Page, 39, styled on Holland in vintage fashion, utilizing his flashy striking skills to outpoint the veteran in a welterweight showdown. As it turned out, though, finishes — or even similarly entertaining performances — failed to materialize in Page's subsequent five UFC appearances.
Despite winning four straight fights, capped off by his fight against Nursulton Ruziboev at UFC Paris, the promotion opted not to re-sign Page without even having a discussion.
Speaking on Monday's edition of "The Ariel Helwani Show," Page vented his frustrations, saying he felt disrespected by the entire close to his UFC run.
"I had goals to achieve, so regardless of anything, I was winning my fights, which says to me you get to stay," Page told Uncrowned. "That's the premise of this game. Success should breed more opportunities. So, I still felt like we'd sit down at the table.
#holland #winning #fights
3 days ago
On September 10, Designer Brands (NYSE:DBI) reported second-quarter results that pushed full-year earnings guidance sharply higher, even as net sales slipped 1% year over year to $730.6 million. Adjusted operating income reached $39.4 million for the quarter, and management raised its adjusted diluted earnings per share outlook to a range of $0.47 to $0.52, up from $0.28 to $0.38. That kind of upward revision usually calms skeptics. Here, more than a third of the float is still sold short.
The clearest story in this report is a company reorganizing itself around its own brands rather than its stores. Brand portfolio sales climbed 18% in the quarter to $86.3 million, and the growth showed up on the bottom line too, with year-to-date adjusted operating income of $58.8 million, more than doubling what Designer Brands produced over the same stretch last year. Topo grew revenue more than 24% during the quarter, and management now expects the brand to clear $100 million in 2027. Jessica Simpson sales rose about 24% as well, with growth across every major account, and intercompany sales between the brand and retail segments rose by double digits, a sign the two sides of the business are reinforcing each other rather than splitting the same customer dollar.
Profitability improved even where the headlines are less flashy. Gross margin expanded 430 basis points to 47.9%, and while $20.2 million in tariff refunds accounted for much of that, the company still added 150 basis points of margin from better ***** ortment and inventory management alone. Merchandise margin in retail widened 140 basis points, with 100 of those points coming from less markdown activity, meaning more inventory is selling at full price. Debt fell by $93 million to $423.1 million compared with a year earlier, and total liquidity stood at roughly $198 million, funding room for projects like the Topo sourcing integration and the new Edit at DSW store-within-a-store pilot without leaning further on the balance sheet.
The retail side of the business is still the drag. CEO Doug Howe said sandals, the company's largest seasonal category, "were pressured by early weather-related headwinds and never fully rebounded," and that alone accounted for roughly 200 basis points of the retail segment's 2% sales decline. Comparable sales fell 2.6% in retail and 2.4% companywide, and the segment battled a sequential traffic headwind even as average unit retail and average dollars per sale held firm. Strip out the brand portfolio's 18% growth, and the underlying store business is still shrinking.
#million #brands
The clearest story in this report is a company reorganizing itself around its own brands rather than its stores. Brand portfolio sales climbed 18% in the quarter to $86.3 million, and the growth showed up on the bottom line too, with year-to-date adjusted operating income of $58.8 million, more than doubling what Designer Brands produced over the same stretch last year. Topo grew revenue more than 24% during the quarter, and management now expects the brand to clear $100 million in 2027. Jessica Simpson sales rose about 24% as well, with growth across every major account, and intercompany sales between the brand and retail segments rose by double digits, a sign the two sides of the business are reinforcing each other rather than splitting the same customer dollar.
Profitability improved even where the headlines are less flashy. Gross margin expanded 430 basis points to 47.9%, and while $20.2 million in tariff refunds accounted for much of that, the company still added 150 basis points of margin from better ***** ortment and inventory management alone. Merchandise margin in retail widened 140 basis points, with 100 of those points coming from less markdown activity, meaning more inventory is selling at full price. Debt fell by $93 million to $423.1 million compared with a year earlier, and total liquidity stood at roughly $198 million, funding room for projects like the Topo sourcing integration and the new Edit at DSW store-within-a-store pilot without leaning further on the balance sheet.
The retail side of the business is still the drag. CEO Doug Howe said sandals, the company's largest seasonal category, "were pressured by early weather-related headwinds and never fully rebounded," and that alone accounted for roughly 200 basis points of the retail segment's 2% sales decline. Comparable sales fell 2.6% in retail and 2.4% companywide, and the segment battled a sequential traffic headwind even as average unit retail and average dollars per sale held firm. Strip out the brand portfolio's 18% growth, and the underlying store business is still shrinking.
#million #brands
3 days ago
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Iran-related news will be focus over the weekend. The Federal Reserve meeting will take center stage this coming week, with markets largely pricing in an interest rate hike on Sept. 16.
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.
#NASDAQ #sector #weekend
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.
#NASDAQ #sector #weekend
3 days ago
The Indianapolis Colts have waived cornerback Johnathan Edwards, the team announced on Monday.
Edwards was inactive during Sunday's Week 1 game against Baltimore.
The Colts signed Edwards as a UDFA after the 2025 NFL draft. He would make the Colts' 53-man roster as a rookie and appeared in 14 games, which included five starts.
Edwards flashed his upside and potential here and there, but he was also quite inconsistent as well. During his rookie season, Edwards allowed 17 completions on 27 targets, giving up almost 15 yards per catch.
In the preseason this summer, things didn't get much better. Edwards allowed a completion rate of 60% on 10 targets, while surrendering a hefty 19.3 yards per catch, with only one pass breakup over two games.
#games #allowed
Edwards was inactive during Sunday's Week 1 game against Baltimore.
The Colts signed Edwards as a UDFA after the 2025 NFL draft. He would make the Colts' 53-man roster as a rookie and appeared in 14 games, which included five starts.
Edwards flashed his upside and potential here and there, but he was also quite inconsistent as well. During his rookie season, Edwards allowed 17 completions on 27 targets, giving up almost 15 yards per catch.
In the preseason this summer, things didn't get much better. Edwards allowed a completion rate of 60% on 10 targets, while surrendering a hefty 19.3 yards per catch, with only one pass breakup over two games.
#games #allowed
3 days ago
Texas volleyball has shown flashes of brilliance through the first three weeks of the season.
It has been swept (Louisville, Nebraska) and it brought out the brooms themselves (TCU, USC). The Longhorns won the fourth set against No. 8 SMU 28-26, but ended up losing the match in the fifth set.
The final game before conference play was a 3-1 win against No. 6 Wisconsin and it is probably, statistically, Texas' best game. Head coach Jerritt Elliott called it "the most organized and dialed-in that we've been all season long.
"We've had about three and a half total practices, so we're just trying to kind of get a rhythm," Elliott said after the match Sunday afternoon.
The Longhorns found it against the team that eliminated them from the NCAA Tournament last season in their most complete game yet.
#game #longhorns #we 've
It has been swept (Louisville, Nebraska) and it brought out the brooms themselves (TCU, USC). The Longhorns won the fourth set against No. 8 SMU 28-26, but ended up losing the match in the fifth set.
The final game before conference play was a 3-1 win against No. 6 Wisconsin and it is probably, statistically, Texas' best game. Head coach Jerritt Elliott called it "the most organized and dialed-in that we've been all season long.
"We've had about three and a half total practices, so we're just trying to kind of get a rhythm," Elliott said after the match Sunday afternoon.
The Longhorns found it against the team that eliminated them from the NCAA Tournament last season in their most complete game yet.
#game #longhorns #we 've
