2 days ago
This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter.
Walmart is reworking an iconic piece of pop culture history to bolster its holiday marketing and a "Who Knew?" brand platform starring Walton Goggins. The goal is to offer a unified marketing push with multigenerational appeal throughout the crucial gift-giving season.
The retailer in the past ran separate campaigns around different legs of the holiday season, such as the ramp-up to Black Friday, but has leveraged "Who Knew?" to streamline its storytelling. "Who Knew?," which launched last year, was developed to dispel misperceptions about the brand and position it as more style- and trend-forward as Walmart wins over higher-income shoppers.
"The holidays are an incredibly cluttered period of time from an advertising standpoint, and so the ability to break through is really important," Walmart CMO William White said in an interview. "Having one [theme], one campaign throughout the season allows a really quick read for customers to know it's Walmart."
#dive
Walmart is reworking an iconic piece of pop culture history to bolster its holiday marketing and a "Who Knew?" brand platform starring Walton Goggins. The goal is to offer a unified marketing push with multigenerational appeal throughout the crucial gift-giving season.
The retailer in the past ran separate campaigns around different legs of the holiday season, such as the ramp-up to Black Friday, but has leveraged "Who Knew?" to streamline its storytelling. "Who Knew?," which launched last year, was developed to dispel misperceptions about the brand and position it as more style- and trend-forward as Walmart wins over higher-income shoppers.
"The holidays are an incredibly cluttered period of time from an advertising standpoint, and so the ability to break through is really important," Walmart CMO William White said in an interview. "Having one [theme], one campaign throughout the season allows a really quick read for customers to know it's Walmart."
#dive
9 days ago
Enzo Maresca had predicted Phil Foden would score, and he did score. For much of Foden's career that would scarcely have seemed an outlandish prediction. Not now. Foden's had struck 27 times for Manchester City alone in 2023-24. Yet when Ipswich arrived at the Etihad Stadium on Saturday, his drought spanned 35 games for City, plus two for England that may have cost him a place at the World Cup.
But there are two Fodens. Maresca remembered the teenage prodigy, the player who had won the individual awards, the seeming generational talent before he became the goal-shy City substitute. "With Phil I said many times, I know him from years ago, for me he's one of the best Premier League players," said the City manager, who had worked with Foden in his previous times at the Etihad Stadium. "And since day one it's my duty to help him to again be one of the best players."
That process got off to something of a false start. By the time City kicked off against Ipswich Foden had, in effect, sat out four-and-three-quarter games. His first-half red card in the Manchester derby was followed by a three-match domestic suspension. He was an unused substitute in the Champions League defeat against Paris Saint-Germain.
Even before being banned, he had been usurped, and under successive managers. In first Pep Guardiola's valedictory season and then Maresca's first in charge, Rayan Cherki has been the No 10 who has starred and sparkled. Foden has provided less magic. Perhaps it says something for the luxuries Maresca enjoys that Foden has felt the more prosaic player in his position.
Perhaps it is an added complication, too, that in Enzo Fernandez he has costly competition emerging, with the £125m signing spending the second half against PSG operating as the most advanced of the midfield trio. A lesson of that defeat may be that, against elite opposition, Maresca requires both Ayyoub Bouaddi and Elliot Anderson to anchor the midfield, perhaps meaning Fernandez is the most advanced of the trio.
#perhaps #enzo #phil
But there are two Fodens. Maresca remembered the teenage prodigy, the player who had won the individual awards, the seeming generational talent before he became the goal-shy City substitute. "With Phil I said many times, I know him from years ago, for me he's one of the best Premier League players," said the City manager, who had worked with Foden in his previous times at the Etihad Stadium. "And since day one it's my duty to help him to again be one of the best players."
That process got off to something of a false start. By the time City kicked off against Ipswich Foden had, in effect, sat out four-and-three-quarter games. His first-half red card in the Manchester derby was followed by a three-match domestic suspension. He was an unused substitute in the Champions League defeat against Paris Saint-Germain.
Even before being banned, he had been usurped, and under successive managers. In first Pep Guardiola's valedictory season and then Maresca's first in charge, Rayan Cherki has been the No 10 who has starred and sparkled. Foden has provided less magic. Perhaps it says something for the luxuries Maresca enjoys that Foden has felt the more prosaic player in his position.
Perhaps it is an added complication, too, that in Enzo Fernandez he has costly competition emerging, with the £125m signing spending the second half against PSG operating as the most advanced of the midfield trio. A lesson of that defeat may be that, against elite opposition, Maresca requires both Ayyoub Bouaddi and Elliot Anderson to anchor the midfield, perhaps meaning Fernandez is the most advanced of the trio.
#perhaps #enzo #phil
19 days ago
Coca-Cola ($KO) beats PepsiCo ($PEP) for generational portfolios with 63 consecutive dividend increases, wider margins, and 182% 10-year share gains versus 60%.
PepsiCo's free cash flow barely covers its 4.44% dividend yield, while Coca-Cola's expected $12.4B free cash flow dwarfs its $8.8B dividend payout.
A pending IRS appeals ruling and a premium P/E of 28 are the two risks that could crack Coca-Cola's otherwise dominant long-term case.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Coca-Cola didn't make the cut. Enter your email to see the names that beat KO. The report is free. Enter your email and see if any of your stocks made the cut.
Coca-Cola (NYSE:KO) or PepsiCo (NASDAQ:PEP): Which one better suits someone investing for retirement right now, knowing the shares may pass to the next generation? Looked at over several decades, Coca-Cola wins. PepsiCo pays the bigger yield today. Coca-Cola has the safer dividend, the stronger brand economics and fewer structural cracks.
#stocks
PepsiCo's free cash flow barely covers its 4.44% dividend yield, while Coca-Cola's expected $12.4B free cash flow dwarfs its $8.8B dividend payout.
A pending IRS appeals ruling and a premium P/E of 28 are the two risks that could crack Coca-Cola's otherwise dominant long-term case.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Coca-Cola didn't make the cut. Enter your email to see the names that beat KO. The report is free. Enter your email and see if any of your stocks made the cut.
Coca-Cola (NYSE:KO) or PepsiCo (NASDAQ:PEP): Which one better suits someone investing for retirement right now, knowing the shares may pass to the next generation? Looked at over several decades, Coca-Cola wins. PepsiCo pays the bigger yield today. Coca-Cola has the safer dividend, the stronger brand economics and fewer structural cracks.
#stocks
20 days ago
America's older households sit on nearly $140 trillion in wealth, and much of it showed up recently.
Households age 55 and over held around three-quarters of the nation's total net worth in the second quarter of 2026, according to an Oct. 1 report from Bank of America Institute, based on ******* ysis of Federal Reserve data. "With equity markets rising strongly," wrote senior economist David Michael Tinsley, those households have seen "a more than 20% increase in their net worth over the past two years."
That rally has run on AI. The Magnificent Seven accounted for more than half of the S&P 500's gains last year, Fortune reported in April, and Goldman Sachs strategists found technology stocks drove 85% of the index's return through mid-May this year. "AI-driven return has been the single most important structural driver of equity performance," Capgemini's Luca Russignan told Yahoo Finance in June. Boomers own 54% of all U.S. stocks.
That's a lopsided split. Americans 55 and over make up about 31% of the population, according to Census Bureau estimates, but control roughly 75% of its net worth.
The pile gives many older Americans what the institute calls "considerable capacity to spend on travel and other leisure categories." Add their growing share of the population and their extra free time, and they become an increasingly influential market for businesses chasing consumer dollars. The BofA report focused mainly on the economic implications of a growing mass of older consumers, but the generational wealth composition was striking.
#households #institute #according #report
Households age 55 and over held around three-quarters of the nation's total net worth in the second quarter of 2026, according to an Oct. 1 report from Bank of America Institute, based on ******* ysis of Federal Reserve data. "With equity markets rising strongly," wrote senior economist David Michael Tinsley, those households have seen "a more than 20% increase in their net worth over the past two years."
That rally has run on AI. The Magnificent Seven accounted for more than half of the S&P 500's gains last year, Fortune reported in April, and Goldman Sachs strategists found technology stocks drove 85% of the index's return through mid-May this year. "AI-driven return has been the single most important structural driver of equity performance," Capgemini's Luca Russignan told Yahoo Finance in June. Boomers own 54% of all U.S. stocks.
That's a lopsided split. Americans 55 and over make up about 31% of the population, according to Census Bureau estimates, but control roughly 75% of its net worth.
The pile gives many older Americans what the institute calls "considerable capacity to spend on travel and other leisure categories." Add their growing share of the population and their extra free time, and they become an increasingly influential market for businesses chasing consumer dollars. The BofA report focused mainly on the economic implications of a growing mass of older consumers, but the generational wealth composition was striking.
#households #institute #according #report
1 month ago
Joby Aviation (JOBY) remains firmly in the spotlight on Sept. 18 after the eVTOL specialist announced a major technological milestone. In its press release, the company said a modified Cessna Caravan equipped with its autonomy suite completed a 3,199-mile flight across the U.S. without control inputs from an onboard safety pilot.
Note that JOBY shares have been in a sharp downtrend in 2026, currently trading at less than half their price at the start of this year.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#joby #America #declared #generational
Note that JOBY shares have been in a sharp downtrend in 2026, currently trading at less than half their price at the start of this year.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#joby #America #declared #generational
1 month ago
Xenon Pharmaceuticals (XENE) shares crashed on Friday after the biopharmaceutical firm said it has paused new patient enrollment in its clinical trials evaluating azetukalner. As investors responded to the setback involving XENE's lead drug candidate for major depressive disorder, its relative strength index (RSI) slipped into the early teens, indicating extremely oversold conditions.
Following today's decline, Xenon Pharmaceuticals stock is trading nearly 40% below its year-to-date high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#xene #following #America
Following today's decline, Xenon Pharmaceuticals stock is trading nearly 40% below its year-to-date high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#xene #following #America
1 month ago
Barclays ******* yst Simon Coles says the recent pullback in Tower Semiconductor (TSEM) shares is an opportunity to load up on a quality name at a meaningful discount. In a research note this morning, Coles ******* umed coverage of the independent specialty foundry with an "Overweight" rating and a $310 price target that signals potential upside of nearly 40% from here.
Tower Semiconductor stock has been in a sharp downtrend in recent months, currently trading about 30% below its June high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#tower #recent #simon #tsem
Tower Semiconductor stock has been in a sharp downtrend in recent months, currently trading about 30% below its June high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#tower #recent #simon #tsem
1 month ago
The federal government is preparing to cash out a chunk of its stake in GlobalFoundries (GFS). A new filing shows Washington plans to sell as many as 9.9 million shares of the semiconductor firm, months after agreeing to take an equity position in the company.
For investors watching GFS stock, the move raises questions about what comes next, even as GlobalFoundries lands new government-backed deals in quantum computing and silicon photonics. Here is what the filing means, and why the government owned shares of GlobalFoundries stock in the first place.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#globalfoundries #months #filing
For investors watching GFS stock, the move raises questions about what comes next, even as GlobalFoundries lands new government-backed deals in quantum computing and silicon photonics. Here is what the filing means, and why the government owned shares of GlobalFoundries stock in the first place.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#globalfoundries #months #filing
1 month ago
With a market cap. of $25.4 billion, Houston, Texas-based CenterPoint Energy, Inc. (CNP) is an energy delivery company providing electric and natural gas services across Indiana, Minnesota, Ohio, and Texas. The company serves more than 7 million metered customers through its electric transmission and distribution, power generation, and natural gas distribution operations.
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and CenterPoint Energy comfortably fits this category. As of June 30, 2026, CenterPoint Energy owned approximately $48.3 billion in ******* ets and employed around 8,800 people, with a history spanning more than 150 years.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#electric #distribution
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and CenterPoint Energy comfortably fits this category. As of June 30, 2026, CenterPoint Energy owned approximately $48.3 billion in ******* ets and employed around 8,800 people, with a history spanning more than 150 years.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#electric #distribution
1 month ago
Netflix (NFLX) shares are on track to record their worst year since 2022, but a senior Wells Fargo ******* yst, Steven Cahall, cautions against hoping for a swift recovery. In his latest research note, Cahall downgraded the streaming giant to "Underweight" and slashed his price target to $57, indicating potential downside of another 20% from here.
At the time of writing, Netflix stock is already trading about 35% below its year-to-date high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#netflix #wells #fargo #steven
At the time of writing, Netflix stock is already trading about 35% below its year-to-date high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#netflix #wells #fargo #steven
1 month ago
Tempe, Arizona-based First Solar, Inc. (FSLR) is a leading photovoltaic (PV) solar technology and manufacturing company. The company develops and manufactures solar modules using its proprietary thin-film semiconductor technology, offering an alternative to conventional crystalline silicon PV modules. First Solar operates a global manufacturing network spanning the United States, India, Malaysia, and Vietnam. With a market cap of $21.6 billion, the company is one of the largest solar manufacturers.
Companies worth $10 billion or more are generally described as "large-cap stocks," and First Solar fits this description. The company is also one of the few major solar manufacturers with a significant U.S. manufacturing footprint, positioning it to benefit from domestic-content incentives and the broader push to expand U.S. solar manufacturing capacity. First Solar ended the second quarter with a contracted sales backlog of approximately 45.1 GW extending through 2030.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Solar #first #billion #tempe
Companies worth $10 billion or more are generally described as "large-cap stocks," and First Solar fits this description. The company is also one of the few major solar manufacturers with a significant U.S. manufacturing footprint, positioning it to benefit from domestic-content incentives and the broader push to expand U.S. solar manufacturing capacity. First Solar ended the second quarter with a contracted sales backlog of approximately 45.1 GW extending through 2030.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Solar #first #billion #tempe
1 month ago
CoreWeave (CRWV) stock is back in the spotlight after the company revealed a fresh wave of customer demand. The AI cloud provider said it has signed more than $25 billion in new customer commitments early in the third quarter of 2026, according to a company statement.
These commitments add to an already massive backlog. And it comes as CoreWeave's pricing power keeps growing, even as competition in the AI infrastructure ***** e heats up. Here is what investors watching CoreWeave stock's price need to know.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#company #America
These commitments add to an already massive backlog. And it comes as CoreWeave's pricing power keeps growing, even as competition in the AI infrastructure ***** e heats up. Here is what investors watching CoreWeave stock's price need to know.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#company #America
1 month ago
Corning (GLW) stock took a sharp hit this week after the company opened the door to a potential $2 billion equity offering that could dilute existing shareholders. The stock dropped 13.7% on Sept. 14, marking its worst one-day decline in years. At the same time, Corning is expanding its capacity and signing major deals with some of the world's biggest tech companies, including Nvidia (NVDA) and Amazon (AMZN). Its latest Verizon (VZ) agreement alone covers over 80 million miles of optical fiber and connectivity products through 2032. Corning shares have since recovered, shifting attention away from dilution fear to whether the capital raise was a sensible decision, how much stock Corning actually sells, how quickly Optical Communications grows, and whether new capacity generates the returns management expects.
Let's find out more on what matters for investors now.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Stock #sept
Let's find out more on what matters for investors now.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#Stock #sept
1 month ago
The Magnificent 7 stocks are having a tough ride in 2026, and only Apple (AAPL) is outperforming the Nasdaq 100 Index ($IUXX). Digging deeper, Nvidia (NVDA) is the only other constituent that is up in double digits. Despite its recent rally, Tesla (TSLA) is still down over 18% year-to-date (YTD) and is the worst-performing Mag 7 stock.
The price action is not difficult to explain. Investors are now getting increasingly wary of tech companies' ever-rising capex to build artificial intelligence (AI) infrastructure. Apple was an outlier in the AI buildout race and is now sitting pretty as investors realize that waiting it out wasn't exactly a bad move on the iPhone maker's part.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#aapl #iuxx
The price action is not difficult to explain. Investors are now getting increasingly wary of tech companies' ever-rising capex to build artificial intelligence (AI) infrastructure. Apple was an outlier in the AI buildout race and is now sitting pretty as investors realize that waiting it out wasn't exactly a bad move on the iPhone maker's part.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#aapl #iuxx
1 month ago
Robinhood chief executive Vlad Tenev told investors that the company's prediction markets business is at the beginning of something much larger, and he put a number on it that most executives avoid saying out loud. "I think we're just at the beginning of a Prediction Markets supercycle that could drive trillions in annual volume over time," he said on Robinhood Markets' (HOOD) fourth quarter and full year 2025 earnings call on February 10.
He reported adoption below the forecast. In the same remarks, Tenev said prediction market volumes had "more than doubled yet again" in the fourth quarter, "with over 12 billion contracts traded in 2025, which is the first full year of Prediction Markets." Customers had traded more than four billion further contracts in the opening weeks of 2026. He called it "the fastest-growing business in our history, $300 million-plus run rate in its first year."
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#prediction #year #tenev
He reported adoption below the forecast. In the same remarks, Tenev said prediction market volumes had "more than doubled yet again" in the fourth quarter, "with over 12 billion contracts traded in 2025, which is the first full year of Prediction Markets." Customers had traded more than four billion further contracts in the opening weeks of 2026. He called it "the fastest-growing business in our history, $300 million-plus run rate in its first year."
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#prediction #year #tenev
1 month ago
Des Moines, Iowa-based Principal Financial Group, Inc. (PFG) provides retirement, ******* et management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company has a market cap of $25 billion and operates through Retirement and Income Solutions, Principal ******* et Management, and Benefits and Protection segments.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." PFG fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the ******* et management industry.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#asset #management #market #moines
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." PFG fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the ******* et management industry.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#asset #management #market #moines
1 month ago
Artificial intelligence (AI) is rapidly changing the cybersecurity landscape, and CrowdStrike Holdings (CRWD) believes the threat is no longer theoretical. CEO George Kurtz recently described the situation as the "genie's out of the bottle," underscoring that AI capabilities are now widely available and can be exploited by attackers. CrowdStrike's 2026 Global Threat Report found that AI-enabled adversary activity surged 89% year-over-year, while the company has also observed attacks moving at machine speed.
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#openai #year #crowdstrike
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#openai #year #crowdstrike
1 month ago
September Nasdaq 100 E-Mini futures (NQU26) are up +0.16% this morning, paring earlier gains as a surge in Treasury yields tempered investor appetite for risky ***** ets.
Treasuries fell across the curve on Friday, giving back some of yesterday's sharp gains as oil prices swung into positive territory. The 10-year T-note yield rose 4.4 basis points to 4.98%.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#september #NASDAQ #mini #Friday
Treasuries fell across the curve on Friday, giving back some of yesterday's sharp gains as oil prices swung into positive territory. The 10-year T-note yield rose 4.4 basis points to 4.98%.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#september #NASDAQ #mini #Friday
1 month ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Let's just come right out and say it: It's a good time to sell a registered investment advisor practice.
We've all read headlines about sky-high multiples and firm owners fielding multiple calls a day from potential suitors. It's an environment where successful founders can generate tremendous value from selling their firms. The process isn't simple, however, and there are pitfalls that owners can stumble into, potentially robbing them of hard-earned enterprise value.
Adam Lewis, partner at Vedder Price, talked through these dynamics this week during a standing-room only session at the Future Proof Festival in Huntington Beach, California. While he advises on M&A across multiple industries, the world of wealth management stands apart in 2026 as the "strongest by far" in terms of dealmaking activity. The entrance of private equity buyers in the RIA **** e has been particularly significant, with the heightened competition among buyers helping ramp up valuations. It's a great environment for sellers who hope to monetize their life's work to fund their retirement lifestyle and potentially create intergenerational wealth, Lewis said. But it's important to be diligent and bring the right expertise to the table during the negotiation process.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#lewis
Let's just come right out and say it: It's a good time to sell a registered investment advisor practice.
We've all read headlines about sky-high multiples and firm owners fielding multiple calls a day from potential suitors. It's an environment where successful founders can generate tremendous value from selling their firms. The process isn't simple, however, and there are pitfalls that owners can stumble into, potentially robbing them of hard-earned enterprise value.
Adam Lewis, partner at Vedder Price, talked through these dynamics this week during a standing-room only session at the Future Proof Festival in Huntington Beach, California. While he advises on M&A across multiple industries, the world of wealth management stands apart in 2026 as the "strongest by far" in terms of dealmaking activity. The entrance of private equity buyers in the RIA **** e has been particularly significant, with the heightened competition among buyers helping ramp up valuations. It's a great environment for sellers who hope to monetize their life's work to fund their retirement lifestyle and potentially create intergenerational wealth, Lewis said. But it's important to be diligent and bring the right expertise to the table during the negotiation process.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#lewis
1 month ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: 'Outlook Cloudy': Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds and SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate
#upside #backup #thursday
One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: 'Outlook Cloudy': Fed Rate Hike Pits Bulls Against Bears Over Year-End Rally Odds and SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate
#upside #backup #thursday
1 month ago
Fluence Energy (FLNC) stock tanked on Sept. 17 after the energy storage products specialist trimmed its guidance for the full financial year.
As investors responded to the disappointing outlook, FLNC's relative strength index (RSI) crashed into the mid-20s, indicating oversold conditions that often trigger a near-term rally.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#built
As investors responded to the disappointing outlook, FLNC's relative strength index (RSI) crashed into the mid-20s, indicating oversold conditions that often trigger a near-term rally.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#built
1 month ago
Industrial automation company Rockwell (ROK) has joined Project Glasswing, Anthropic's initiative focused on using advanced artificial intelligence (AI) to improve cybersecurity across critical infrastructure. For Rockwell, this is especially relevant because its systems sit inside factories, warehouses, semiconductor plants, and other industrial operations.
The timing also matters. ROK stock has already had a strong run this year, while its latest results showed solid demand and expanding margins. But shares have pulled back from their June 52-week high of $497.36. That leaves investors asking whether Project Glasswing can become another growth driver or simply adds another layer to Rockwell's long-term technology story.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#june #cuban
The timing also matters. ROK stock has already had a strong run this year, while its latest results showed solid demand and expanding margins. But shares have pulled back from their June 52-week high of $497.36. That leaves investors asking whether Project Glasswing can become another growth driver or simply adds another layer to Rockwell's long-term technology story.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#june #cuban
1 month ago
Nebius (NBIS) shares extended gains on Thursday as investors reacted to industry rumors that the artificial intelligence (AI) infrastructure giant is preparing to implement price hikes across its enterprise cloud computing contracts. According to unconfirmed reports, the Amsterdam-headquartered firm could increase GPU cluster pricing as much as 15% heading into the final quarter of 2026.
Nebius stock has been a blockbuster investment this year, currently up a whopping 135% versus the start of 2026.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#mark #cuban
Nebius stock has been a blockbuster investment this year, currently up a whopping 135% versus the start of 2026.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#mark #cuban
1 month ago
The S&P 500 Index ($SPX) (SPY) closed up by +1.14% on Thursday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +0.61%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.73%. September E-mini S&P futures (ESU26) rose +1.10%, and September E-mini Nasdaq futures (NQU26) rose +1.67%.
Stock indexes settled sharply higher on Thursday as falling oil prices eased inflation concerns and knocked bond yields lower. WTI crude fell nearly -1% on Thursday amid signs that supply disruptions in the Middle East are set to ease, bolstering hopes that inflation can be kept under control. The 10-year T-note yield fell -7 bp to 4.94%. T-note yields also fell after the Fed's +25 bp rate hike on Wednesday reassured investors that the Fed is determined to tame inflation.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#closed
Stock indexes settled sharply higher on Thursday as falling oil prices eased inflation concerns and knocked bond yields lower. WTI crude fell nearly -1% on Thursday amid signs that supply disruptions in the Middle East are set to ease, bolstering hopes that inflation can be kept under control. The 10-year T-note yield fell -7 bp to 4.94%. T-note yields also fell after the Fed's +25 bp rate hike on Wednesday reassured investors that the Fed is determined to tame inflation.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#closed
1 month ago
Lyft (LYFT) stock has been in a sharp downtrend this month, but senior Guggenheim ****** yst Michael Morris believes a swift near-term recovery is unlikely. In a research note this morning, Morris downgraded LYFT to "Neutral" and lowered his price target to $16, signaling a lack of meaningful upside from current levels.
At the time of writing, Lyft shares are already down about 23% versus the start of this year.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#lyft
At the time of writing, Lyft shares are already down about 23% versus the start of this year.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#lyft
1 month ago
Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The ***** eX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into ***** e in 2027. ***** eX and Nvidia are working on a ***** e-optimized version of Nvidia's Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because ***** eX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
#NVIDIA #SpaceX #much #still
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
#NVIDIA #SpaceX #much #still
1 month ago
Argentina's controversial right-wing president, Javier Milei, slashed inflation with a brutal dose of economic austerity, but this came at a steep social cost. The cost of living is spiraling higher, fueling household debt, loan delinquencies, and economic hardship. Industrial output, since Milei took office, has declined sharply, with local companies closing at an alarming rate. While parts of the economy are falling into chaos, Argentina's oil and gas sector is experiencing a generational boom driven by the Vaca Muerta shale.
Argentina's vital hydrocarbon sector continues to surge, with oil production hitting yet another record in July 2026. Output reached 902,920 barrels per day, almost 1% above June and 12% higher than a year earlier, marking the country's highest oil production on record. Natural gas production has also expanded strongly, although output slipped 0.5% month over month and 1.6% year over year in July to average 5.6 billion cubic feet per day. That modest setback barely dents the bigger picture: economically crucial gas production has surged 21% over the past five years.
It is the ongoing and growing exploitation of the Vaca Muerta shale, situated in northern Patagonia in Neuquén Province which is responsible for Argentina's booming oil and natural gas complex. For July 2026, shale oil production rose by 1.2% month over month and a whopping 26% year over year to an all-time high of 648,347 barrels per day. As a result, shale oil now comprises a record 72% of Argentina's total petroleum output. This is also responsible for bolstering energy security in the Americas.
Shale gas production is also expanding at a healthy clip. For July 2026, Argentina lifted an average of 3.9 billion cubic feet per day of the fossil, which, despite being nearly 1% less than a month prior, was almost 4% higher year over year. That is the second-highest monthly shale gas production ever recorded. It was only eclipsed by June 2026 output, which hit 3.94 billion cubic feet per day. Shale gas now makes up 70% of Argentina's natural gas output, which is the highest level ever recorded.
Shale oil and gas production will keep growing at a solid pace, with Argentina on track to become a pure unconventional producer. You see, conventional oil output is in decline and has been for over a decade. Argentina's conventional fields are well past their prime, in many cases having hit peak production a decade ago with output now truly in decline. Government data shows July 2026 conventional oil production of 254,574 barrels per day, which is 2% lower than a month prior and 13% less year over year, indicating conventional oil output is 50% lower than a decade ago.
#shale #july #higher #record
Argentina's vital hydrocarbon sector continues to surge, with oil production hitting yet another record in July 2026. Output reached 902,920 barrels per day, almost 1% above June and 12% higher than a year earlier, marking the country's highest oil production on record. Natural gas production has also expanded strongly, although output slipped 0.5% month over month and 1.6% year over year in July to average 5.6 billion cubic feet per day. That modest setback barely dents the bigger picture: economically crucial gas production has surged 21% over the past five years.
It is the ongoing and growing exploitation of the Vaca Muerta shale, situated in northern Patagonia in Neuquén Province which is responsible for Argentina's booming oil and natural gas complex. For July 2026, shale oil production rose by 1.2% month over month and a whopping 26% year over year to an all-time high of 648,347 barrels per day. As a result, shale oil now comprises a record 72% of Argentina's total petroleum output. This is also responsible for bolstering energy security in the Americas.
Shale gas production is also expanding at a healthy clip. For July 2026, Argentina lifted an average of 3.9 billion cubic feet per day of the fossil, which, despite being nearly 1% less than a month prior, was almost 4% higher year over year. That is the second-highest monthly shale gas production ever recorded. It was only eclipsed by June 2026 output, which hit 3.94 billion cubic feet per day. Shale gas now makes up 70% of Argentina's natural gas output, which is the highest level ever recorded.
Shale oil and gas production will keep growing at a solid pace, with Argentina on track to become a pure unconventional producer. You see, conventional oil output is in decline and has been for over a decade. Argentina's conventional fields are well past their prime, in many cases having hit peak production a decade ago with output now truly in decline. Government data shows July 2026 conventional oil production of 254,574 barrels per day, which is 2% lower than a month prior and 13% less year over year, indicating conventional oil output is 50% lower than a decade ago.
#shale #july #higher #record
1 month ago
The artificial intelligence (AI) boom is entering a new phase, and this time, the battle is moving deeper into the data center. It is no longer simply about who can build the fastest AI accelerator. Hyperscalers are scrambling for more compute, faster connectivity, and better power efficiency as AI workloads continue to grow at a breakneck pace. That is opening the door for chipmakers that can deliver customized, energy-efficient solutions at scale.
Qualcomm (QCOM) wants a seat at that table. The company just landed a major multi-generational collaboration with Amazon (AMZN) to supply customized silicon, systems, and related technology for large-scale AI data centers, with a focus on inference. The partnership also extends into high-speed optical connectivity, an increasingly critical piece of the AI infrastructure puzzle.
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.
#customized #hyperscalers #amzn
Qualcomm (QCOM) wants a seat at that table. The company just landed a major multi-generational collaboration with Amazon (AMZN) to supply customized silicon, systems, and related technology for large-scale AI data centers, with a focus on inference. The partnership also extends into high-speed optical connectivity, an increasingly critical piece of the AI infrastructure puzzle.
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.
#customized #hyperscalers #amzn
1 month ago
The artificial intelligence (AI) boom is entering a new phase, and this time, the battle is moving deeper into the data center. It is no longer simply about who can build the fastest AI accelerator. Hyperscalers are scrambling for more compute, faster connectivity, and better power efficiency as AI workloads continue to grow at a breakneck pace. That is opening the door for chipmakers that can deliver customized, energy-efficient solutions at scale.
Qualcomm (QCOM) wants a seat at that table. The company just landed a major multi-generational collaboration with Amazon (AMZN) to supply customized silicon, systems, and related technology for large-scale AI data centers, with a focus on inference. The partnership also extends into high-speed optical connectivity, an increasingly critical piece of the AI infrastructure puzzle.
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.
#customized #amzn
Qualcomm (QCOM) wants a seat at that table. The company just landed a major multi-generational collaboration with Amazon (AMZN) to supply customized silicon, systems, and related technology for large-scale AI data centers, with a focus on inference. The partnership also extends into high-speed optical connectivity, an increasingly critical piece of the AI infrastructure puzzle.
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.
#customized #amzn
1 month ago
According to ESPN, Kansas City Chiefs quarterback Patrick Mahomes is the 13th-best fantasy quarterback heading into Week 1 of the 2026 NFL season.
Mahomes is still recovering from his ACL surgery earlier this year and is expected to struggle early in the season. The six-time Pro Bowler has never been a top fantasy quarterback, but after a disappointing finish to his 2025 campaign, Mahomes has something to prove.
For fantasy managers with the two-time MVP in their lineup this week, here are Mahomes predicted stats against the Denver Broncos on 'Monday Night Football'.
On paper, Mahomes should be at a serious disadvantage in Monday's game. Starting offensive lineman Joshua Simmons is out for an undetermined amount of time with a back injury, which leaves Mahomes' blindside in the hands of rookie offensive lineman Khalil Benson. The former Indiana Hoosier went undrafted in 2026 and has now been thrust into the starting lineup to protect a generational quarterback talent.
That being said, I feel good about Mahomes' ability to produce on Monday. With reigning Super Bowl MVP running back Kenneth Walker III in the backfield, head coach Andy Reid can open up the playbook and give Mahomes plenty of opportunities.
#mahomes #week #starting #offensive
Mahomes is still recovering from his ACL surgery earlier this year and is expected to struggle early in the season. The six-time Pro Bowler has never been a top fantasy quarterback, but after a disappointing finish to his 2025 campaign, Mahomes has something to prove.
For fantasy managers with the two-time MVP in their lineup this week, here are Mahomes predicted stats against the Denver Broncos on 'Monday Night Football'.
On paper, Mahomes should be at a serious disadvantage in Monday's game. Starting offensive lineman Joshua Simmons is out for an undetermined amount of time with a back injury, which leaves Mahomes' blindside in the hands of rookie offensive lineman Khalil Benson. The former Indiana Hoosier went undrafted in 2026 and has now been thrust into the starting lineup to protect a generational quarterback talent.
That being said, I feel good about Mahomes' ability to produce on Monday. With reigning Super Bowl MVP running back Kenneth Walker III in the backfield, head coach Andy Reid can open up the playbook and give Mahomes plenty of opportunities.
#mahomes #week #starting #offensive
