The 2026 midterm results are in, and the Democrats won in a landslide. So what does this mean for Sandisk (NASDAQ:SNDK) stock? Apparently, nothing good.
Shares of the NAND flash memory giant sold off 8.6% through 11:50 a.m. ET Wednesday as nervous investors wonder what a sea change in government might mean for artificial intelligence data centers -- and for Sandisk's sales of memory to outfit them.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ****** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
StreetInsider.com is blaming the midterm election results for "renewed selling pressure" on AI and memory chip stocks. As the thinking goes, "potential tighter oversight of AI infrastructure and data-center expansion" would be bad news for memory sales growth, and a Democratic Congress is seen as more likely to pass such regulations than the former Republican-led Congress was. And some Wall Street ****** ysts agree. As the election approached, Fox Advisors downgraded Sandisk stock to equalweight, and Wells Fargo cut its price target on the stock.

#Stock #midterm

Tensions are reportedly rising behind the scenes at Old Trafford as the Glazer family grow increasingly frustrated with Sir Jim Ratcliffe's leadership. Despite the INEOS founder taking control of football operations earlier this year, the club has slumped to its worst start to a league campaign in nearly four decades.
Ratcliffe acquired a minority stake in United in 2024, a deal worth £1.2 billion that handed his INEOS group total control over football operations. The agreement included an additional £245 million injection to upgrade Old Trafford's fading infrastructure, taking his overall financial commitment to approximately £1.5bn. However, two years on, the anticipated revival has failed to materialise.
Instead of progressing, the Red Devils find themselves embroiled in a deepening crisis. They are currently enduring an eight-game winless run across all competitions, managing just a single Premier League victory so far this term. Hovering a perilous two points above the foot of the table, this represents United's poorest start to a campaign in almost 40 years.
Watching from afar, the Glazer family are reportedly astonished by the rapid decline under the new sporting regime. A source close to the American owners told the Daily Mail that the current situation is "a travesty and not what they expected or were promised." The insider added that the Glazers feel "they have never run the club this way."
The frustration runs deep, with the current hierarchy allegedly viewing the INEOS approach as a complete failure. According to ESPN, the Glazers believe Ratcliffe "couldn't have masterminded a worse situation" at Old Trafford.

#league

New Zealand arrive at Eden Park in Auckland on Friday with little to play for beyond their pride, as the fourth T20I against India begins with the series already out of reach. The hosts will be hoping to take the last two games and salvage something from a difficult few weeks.
India sealed the series with three convincing chases, and each one left the home bowlers searching for answers. They first reached targets of 226 and 181 at Hagley Oval in Christchurch, then overhauled 199 in just 13.2 overs in Wellington, the most one-sided of the lot.
The visitors are still without Ishan Kishan, who has missed the last two matches because of a low-grade right adductor strain. According to the BCCI's latest update, he has not yet regained full match fitness, so his availability for Auckland remains in doubt.
New Zealand have their own selection issues to manage. Matt Henry has moved out of the T20I group to link up with the ODI squad, while Lockie Ferguson missed the Wellington game and is expected to be back for the final two matches of the series.
The Black Caps cannot change the result of the series any more, but wins in the remaining fixtures would at least restore some dignity. Ferguson's likely return should add pace and bounce to an attack that has been underwhelming, to say the least.

#least

Vaibhav Sooryavanshi looks likely to open the innings yet again in the 4th T20I against New Zealand at Eden Park, Auckland.
With India already taking an unassailable 3-0 lead in the series, they now have a wider berth to experiment with the batting order.
While the in-form Abhishek Sharma has made the opening slot his own, Sanju Samson and Sooryavanshi have alternated at the No. 3 spot in the last two matches.
With Ishan Kishan out with low-grade right adductor strain, India may continue with their top three in Auckland as well.
Kishan's injury opened the door for Sooryavanshi in the third T20I and the 15-year-old made a mark in the fourth match in Wellington, scoring a breathless 45 and setting the tone, along with Sharma, as India chased down a target of 199 in 13.2 overs

#sooryavanshi #India

Jürgen Klopp will announce his Germany squad on Thursday, November 5th, for the national team's final two UEFA Nations League group-stage matches of the year per iMiaSanMia.
Germany faces a trip to Belgrade to take on Serbia on November 13th before returning home to Berlin for a highly anticipated clash against the Netherlands on November 16th. Both fixtures will provide Klopp with another opportunity to evaluate his options as he continues shaping the national team in his first year in charge.
There will be plenty of intrigue surrounding Klopp's selections, particularly as Germany looks to finish the group stage strongly. Will the former Liverpool and Borussia Dortmund manager stick with the players who have featured in his previous camps, or will he introduce some fresh faces for the final international break of 2026? Certainly, he will have to take fewer players than he called up in September.
The squad announcement will also offer a clearer picture of Klopp's preferred core of players moving forward, with competition for starting places still wide open in several positions.
Germany has two important tests ahead, and Klopp will want to see his team deliver consistent performances against challenging opposition.

#germany #klopp #november #year

Commanders WR Treylon Burks downgraded on injury report before Eagles game appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Washington Commanders just put star wide receiver Terry McLaurin on season-ending injured reserve after his knee injury against the San Francisco 49ers. The Commanders could now find themselves down another wideout when they take on the Philadelphia Eagles in Week 8 following their bye week.
Treylon Burks has been downgraded in the team's latest injury report, per ESPN's John Keim. After being limited on Wednesday, Burks did not participate on Thursday due to a foot injury.
In his fifth year in the league, the 26-year-old Burks is on course to surpass his debut season with the Commanders last year. In just five games, he is one catch away from matching his 10 receptions last year. His 152 receiving yards and two touchdowns are already more than his total last season.
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#Commanders #injury #last #week

Carolina Panthers WR Tetairoa McMillan had six receptions for 58 yards against the Green Bay Packers in Week 8. He was targeted a team-high 11 times in the loss.
SOURCE: USA TODAY
Why It Matters: With Bryce Young under duress on Thursday night, the passing game was primarily quick hitters with the hope that the wideouts could break a tackle or two and make a big play. It rarely worked out that way, however, and as a result McMillan averaged just 9.7 yards per catch. It was his third largely disappointing performance in his last five games and second in a row. We all saw what this passing attack could look like early this season, so McMillan's upside remains substantial, but the Panthers need to figure out a way to keep Young upright so he can take more downfield shots. While it's too soon to downgrade McMillan below WR2 status, his recent production has not been on that level.
This article originally appeared on USA TODAY: Tetairoa McMillan leads Carolina in receiving on Thursday night

#mcmillan

Combined, the Yuba City and River Valley High girls volleyball teams had not won a Sac-Joaquin playoff match in nearly 20 years – a negative trend that changed Tuesday all across town.
– YC (20-9) held serve at home to win its first playoff match since 2015 with a four-set win over Buhach Colony to advance into the SJS Division III quarterfinals where it will face a familiar foe in Roseville (19-17) of the Foothill Valley League, at 6 p.m. today (Thursday) in Placer County. It is a four-five matchup, with Roseville the No. 4 seed in the bracket. Roseville has won eight straight over YC dating back the last four seasons. The Honkers' last win was 2022 when the current senior corps was still in eighth grade, according to records.
– RV (15-15) avenged last year's five-set playoff loss to Oakdale with a sweep at home Tuesday to advance into a quarterfinal date with No. 1 Ripon (25-4) at 6 p.m. in San Joaquin County. RV last faced Ripon in 2018 – the same year of its last postseason victory in the SJS playoffs when current head coach Samee Taylor was a senior setter/opposite attacker on the squad that finished 25-5 and won the Capital Valley Conference in the regular season. In the playoffs, Taylor and RV got to the 2018 quarterfinals where it was derailed by Del Oro in four sets.
Taylor was an everyday athlete, appearing in 55 sets for the Falcons that year. She collected 60 kills, 13 blocks and had 45 ******* ists.
– The top-seed in D-V won its 32nd match with a straight-set victory over Westlake Charter Tuesday in Sutter. The Huskies (32-5) host Linden, once the home of Yankees slugger Aaron Judge, at 6 p.m. today in the quarterfinals. Sutter has won 15 straight and only dropped one set since the High Sierra Tournament in Reno the first weekend in September.

#last #valley #home

Bo Bichette's decision to opt into a second year with the Mets was not a surprise to anyone in the organization. He had one of the worst statistical seasons of his career offensively – not exactly the kind of year players try to ride into free agency. He spoke glowingly of new manager Andy Green. And he seemed to find comfort in the clubhouse and on the New York stage – as if he had arrived with something to prove and finally remembered he was capable of proving it.
But while the Mets have expected for several weeks now that Bichette would be back, his return nevertheless qualifies as crucial to their offseason. With Bichette, the Mets lineup in 2027 will include all the key components of a group that posted the fifth-best OPS in the majors after August 1… even with Juan Soto injured for part of that time.
The top of the order looked versatile and energetic when Francisco Lindor was healthy and leading off and Soto was healthy and hitting second and Bichette was behind them, putting the ball in play with Carson Benge there to drive everyone in. Bichette's return means the Mets can build on the offense they unearthed late last year, rather than having to reconfigure it.
But because Bichette's decision was not a surprise, expectations for the Mets season should not pivot because of it. They still need, and plan to pursue, starting pitching. They will still explore options to upgrade offensively at first base, though exactly how high they will aim – and how much money or prospect capital they are willing to spend there – remains unclear.
And they still seem likely to give one of their infield prospects a chance somewhere in the majors next season. With Bichette back, the most obvious place for a prospect to elbow in would be second, though because Bichette has also played second base, the Mets could make room for a prospect at third.

#prospect

The Pittsburgh Steelers have a true star in the making on offense, none other than third-year center Zach Frazier, and he's not afraid to acknowledge how great he's playing this season.
Speaking with reporters ahead of the Week 8 matchup against the Cleveland Browns, Frazier said what fans were already thinking about his level of play in 2026: it's the best season he's had so far.
"I feel like, so far, this is the best season I've played," Frazier said via Chris Harlan of the Pittsburgh Tribune-Review. "I don't really focus on myself. I just want to keep building on it and just keep being consistent for the team."
Frazier, drafted by the Steelers in the second round of the 2024 NFL Draft, has emerged as one of the top centers in the league thanks to his consistency in pass protection and stellar run-blocking technique.
Over the past seven games, Frazier has allowed 0 sacks and 1 QB hit while also recording a solid PFF run-blocking grade of 78.9, which is the second-best among all eligible centers.

#frazier #steelers

The Arizona Cardinals conducted their second practice of the week Thursday in preparation for Sunday's road game against the Dallas Cowboys and distributed their second injury report.
Center Hjalte Froholdt (knee) was added Thursday and was limited. The injury likely occurred in practice, so the key will be his status on Friday. Froholdt was among three offensive linemen with injuries listed.
One is right guard Jon Gaines (ankle), who hasn't practiced this week and did not play on Sunday against the Broncos, while the other is right tackle Elijah Wilkinson (knee), who was upgraded to limited after not practicing Wednesday.
The full details of their Thursdday injury report are below. Starters are noted with an asterisk.
Did not participate

#report #limited

Oct. 29—EAST GRAND FORKS — Chay Boespflug wanted to try something new.
The East Grand Forks senior played football until eighth grade but stepped away during his freshman and sophomore years, focusing on soccer instead.
Ahead of his junior year at East Grand Forks, though, Boespflug considered a return to the gridiron.
"I was like, 'Why not try kicking?'" Boespflug said.
Boespflug joined the football team last season and took on kicking duties. This offseason, he began taking more reps on both offense and defense during practice.

#boespflug #forks #Football #wanted

Oct. 29—VERMILLION, S.D. — Long before Austyn Modrzewski became the starting quarterback at the University of South Dakota, he was a first grader in Littleton, Colorado, who had already discovered something special about throwing a football.
He initially lined up at running back when he started playing tackle football. But it did not take long for those around him to recognize that the ball belonged in his hands, and preferably in the air. Even at that age, Modrzewski was doing something rare for a young player in his area: leading an offense that could throw the football.
By second grade, he was training specifically to play quarterback. Sunday mornings and several days throughout the week became practices for his mechanics, improving his footwork and developing a position that had already become his passion. By third grade, he was learning to read defenses.
Football was never simply something Modrzewski played. It was something he worked to understand. He competed across state lines, trained year-round and developed an appreciation for the quarterback position long before most children his age had even thought about their athletic futures.
"I always wanted to be a running growing up back because they always get the ball," Austyn Modrzewski said earlier this season. "And in the first practice, we didn't have a quarterback so I kind of just stepped up and started throwing some ****** . I had fun doing it, and I was like, 'I'm not half bad at throwing.'"

#modrzewski #long #austyn #even

Boxing's biggest star, Saul "Canelo" Alvarez, will look to become a two-time super middleweight champion when he challenges Christian Mbilli for the WBC ****** le on Saturday in Riyadh, Saudi Arabia.
It has been over a year since Alvarez lost his undisputed crown courtesy of a tremendous performance from Terence Crawford — and that means it has been a year since Alvarez last held a world ****** le.
For a fighter who was champion for seven straight years — from 2018-25 — not having a world ****** le is an unnatural feeling for the Mexican, but it has been Alvarez's reality since being outclassed by Crawford more than 13 months ago.
Hours before Crawford's win over Canelo, Lester Martinez held Mbilli to a draw on the undercard. Mbilli, the WBC interim champion, was upgraded to full champion shortly after and has now landed the golden ticket as it were — an opportunity to upset the sport's commercial king.
Canelo Alvarez wants to prove he has plenty left.

#alvarez #mbilli #title #held

New York Jets RB Braelon Allen (ankle) fully participated in practice Thursday, Oct. 29.
SOURCE: NewYorkJets.com
Why It Matters: Allen's role in the offense this week will depend on whether Breece Hall plays in the game. He will see a limited workload if Hall plays but should still see a decent amount of touches. He can be a No. 3 running back or flex option in fantasy leagues.
This article originally appeared on USA TODAY: Braelon Allen upgraded to full practice

#Jets #thursday #source #newyorkjets

The World Series matchup isn't set in stone just yet, but Tampa Bay took a major step towards being the one that will face Milwaukee in the Fall Classic. They took two out of three in Cleveland to return home with a 3-2 series lead heading into a big Game 6 tonight, where they'll start Freddy Peralta who has been dealing this postseason while the Guardians will scramble to piece their way through a bullpen game after having to get 21 outs from their relievers yesterday. Thanks to the postponed Game 4 eating up the travel day, even if they do win tonight they'll also be forced to play the potential do-or-die Game 7 on four straight days without a night off — it's not looking pretty for Cleveland, to say the least.
We've got a full slate for you ahead of this critical Game 6 later tonight, starting with Jake's recap of Game 5's action in the Roundup. Michael hands out a stellar grade to David Bednar to kick off our annual Report Card series, and Kevin recalls Sandy Alomar Sr. and his days with the Yankees on his birthday. Then in the afternoon Jonathan goes over the Yankees' longest home runs of the season and Estevao reflects on the gap between Giancarlo Stanton and 500 career home runs before I return to open up the mailbag for more of your questions.
American League Championship Series Game 6
(Rays lead series, 3-2)
Cleveland Guardians vs. Tampa Bay Rays
Time: 8:00 p.m. EST

#series #cleveland #home #tonight

Darien celebrated three state championships in girls sports last school year: field hockey, girls ice hockey and girls lacrosse.
Adriana Gromelski was an integral part of all three as she earned GametimeCT All-State First Team honors in each sport and was named GametimeCT Female Athlete of the Year.
In all, Gromelski has been part of six state **** les during her time with the Blue Wave.
"Only one team can win it. It's a moment not everyone gets to have," Gromelski said. "I'm super grateful I've gotten to experience it multiple times."
With that in mind, the senior star decided to switch sports this fall for a new high school experience. Instead of helping Darien defend its CIAC field hockey crown, Gromelski switched to soccer. It's a sport she played from elementary school through eighth grade.

#year #team

Goldman Sachs upgrades Palantir Technologies to Buy from Neutral, citing an explosion of demand for sovereign and bespoke AI.

#upgrades

Apple's 2.5B active devices and 1.5B paid subscriptions let it monetize AI without heavy data center spending, fueling a 9th straight EPS beat.
Microsoft's AI infrastructure spending surged 79% to $116B, shrinking free cash flow, while Apple's customers fund AI hardware themselves.
Siri AI awaits EU and China approval, iCloud+ upgrades haven't launched yet, and a $30B Broadcom chip deal gives Apple untapped upside catalysts.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
I added to my Apple (NASDAQ:AAPL) position this month and expect to add more after the October 29 earnings report. The market has misunderstood Apple's AI strategy.

#Apple #broadcom

Space Exploration Technologies Corp. (NASDAQ:SPCX) is reportedly planning to raise $40 billion in bank loans and investment-grade debt, led by Apollo Global Management (NYSE:APO) , to buy Nvidia Corp. (NASDAQ:NVDA) chips.
The Elon Musk-led company is looking to raise about $10 billion in bank loans and $30 billion in investment-grade debt for the chip order, Reuters News reported, citing the Financial Times.
Apollo is expected to lead the deal and help place the debt with a broad range of investors, with Pimco among a small group of lenders in talks to provide financing, the newspaper reported citing people familiar with the matter.
The transaction is expected to close in 2027.
SpaceX, Apollo, and Nvidia did not immediately respond to Benzinga's request for comment, while Pimco declined to comment.

#NASDAQ #NVIDIA

Like most Gen X-ers, 51-year-old Angelina Jolie likely had to study penmanship in elementary school. (As a fellow Gen X-er, I can attest that this particular class often lowered my grade point average.) But now that many schools place less emphasis on cursive, younger generations might struggle not only to write it, but to read it, too.
A recent post on the How Everything Works Instagram page shared a thank-you note reportedly written by Jolie for hotel staff. As the note goes viral, many have weighed in, calling it mostly illegible. This is causing quite a stir between generations, with some blaming a lack of education on this subject as the culprit.
The original poster added, for context, "Angelina Jolie left a handwritten thank you note for the staff after staying at a luxury hotel, but the internet quickly became more interested in trying to read it. Her distinctive cursive proved so difficult to decipher that people began sharing their guesses about what the note actually said, turning a simple message into an unexpected online puzzle. Some words were easier to make out than others, but the handwriting became the main attraction, with fans collectively trying to decode the entire note. What started as a thoughtful gesture from Jolie ended up becoming a viral guessing game over her handwriting."
Many commenters tried to transcribe the letter, which appears to have first been shared back in October, 2023. One commenter immediately notes how difficult it might be for Gen Z to read it. She first shares her take on what the note says. "'Thank you for a restful stay at your beautiful resort. The 'Maria' crew had a lovely time here. With love, Angelina Jolie' — With some context and if you know cursive, you can make most of it out. I don't think any GenZ's would know what this said."
Others suggested it was some kind of medical professional "script." This Instagrammer explains, in part, " This is NOT script. It's just her sloppy 'style' of writing. Yes. I'm a nurse."

#angelina #cursive #others

Google and Constellation Energy announced a 20-year power purchase agreement on Tuesday to bring 890 megawatts of new nuclear capacity onto the PJM Interconnection grid, with Constellation committing more than $4.3 billion to fund the build-out.
The capacity will be generated through turbine, steam generator, and digital control system upgrades at 11 Constellation nuclear units in Illinois, Pennsylvania, and New Jersey, the companies said. The first uprate is expected to be delivered by 2028. The agreement is expected to sustain roughly 4,400 existing jobs and create approximately 7,200 new construction jobs during the building period.
Alongside the power purchase agreement, the companies entered into a separate 15-year energy supply agreement covering an additional 2,700 megawatts from Constellation's existing fleet in the PJM market, the company said.
"We're committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids," Amanda Peterson Corio, global head of energy and power at Google, said in a statement. "Our agreement with Constellation to fund nuclear reactor uprates will strengthen the PJM grid, which serves 67 million people, all while protecting energy affordability and supporting local union jobs."
Joe Dominguez, chairman, president and CEO of Constellation, said in a statement that the collaboration "can serve as a model for how technology companies and the energy industry can work together to responsibly develop the digital economy."

#energy #capacity #Jobs

Three students were airlifted from the bus to the hospital.
A school bus filled with children rolled over in a multi-vehicle crash Monday morning in central Florida, killing two and injuring multiple others, according to authorities.
The bus was traveling to a high school and carrying 39 passengers, including 37 high schoolers, the bus driver and the driver's 9-year-old daughter, Polk County Sheriff Grady Judd said in a press conference Monday morning.
Two people died in the crash, including a tenth-grade girl on the bus and the driver of a Jeep involved in the crash, Judd said.
Five to seven trauma alerts were issued and multiple people are being treated at the hospital, including one in critical condition, according to Judd.

#including #hospital #multiple

Carey Mulligan and Marcus Mumford met at summer camp and reconnected nearly 15 years later
Thomas Rhett and Lauren Akins met in first grade and started a romance after years of friendship
Linda Cardellini met her fiancé Steven Rodriguez when she was 10 and he was 11
Long before red carpets and sold-out stadiums, some celebrity couples were just kids growing up together.
Celebs including Thomas Rhett and Carey Mulligan met their significant others in grade school before reconnecting as adults. Others, including Scotty McCreery, turned a childhood crush into a lasting relationship.

#thomas #rhett #grade

The Trump administration is airing campaign-style television ads using money Congress approved for border security upgrades, efforts to combat drug trafficking and memorials for officers killed in the line of duty, according to federal spending records.
Democrats say the ads break multiple federal laws by using taxpayer money for political purposes that Congress never authorized. The White House defends the ads as public service announcements.
One of the spots closely resembles a 30-second video produced by the Trump campaign in 2024. The latest ad features President Donald Trump and Defense Secretary Pete Hegseth advocating for the Iran war. They feature disclosures saying they are “Paid for by the U.S. Government.”
On Sept. 19, a few days before the ads began airing, the White House Office of Management and Budget added $20 million to a Department of Homeland Security budget line designated for “commemorative events,” according to publicly disclosed OMB data. Congress approved the spending for those events in Trump’s 2025 domestic spending package, known as the One Big Beautiful Bill, and intended it for “Line-of-Duty death memorials, Department or agency anniversaries, and commendation ceremonies,” according to a House budget committee report.
The next day, Sept. 20, DHS awarded a $20 million contract for a “national media campaign” to the LMD Agency, a Maryland-based public relations and media firm that had previously worked for the department. The company did not respond to requests for comment.

#Trump

Dr. Phil is looking to sell his Beverly Hills home.
In Touch can confirm that the TV personality (whose real name is Phillip Calvin McGraw), 76, has listed his eight-bedroom, 11-bathroom Beverly Hills home for $67.5 million after purchasing the property in July 2010 for just under $30 million.
The 16,079-square-foot estate "emulates old Hollywood while offering every modern amenity today's most discerning buyer requires," according to a listing.
Designed by architect Kevin Clark and completed in 2011, the property includes a main residence, a guest house and separate staff quarters.
The house features double-height vestibules, imported stone fireplaces, formal living rooms, a study with a heavily decorated ceiling and a bank of arched French windows and doors. There is also a chef-grade kitchen with Wolf/Miele appliances as well as a butler's pantry and an informal dining room.

#touch

Josh Duhamel has revealed how his decision to enter the testosterone business left him fearing that he could be run out of Hollywood because his fellow A-listers would "make fun" of him—while opening up about the very different life he has built away from Los Angeles.
The 53-year-old "Ransom Canyon" star recently spoke about his experience with testosterone replacement therapy, revealing that his former representatives had warned him that publicly attaching himself to the treatment could damage his image and career.
Duhamel, who co-founded men's health company Gatlan, said during an appearance on Dave Asprey's "The Human Upgrade" podcast that he initially had reservations about becoming so publicly involved with the company because of the potential response in Hollywood.
"I won't tell you the agency that I'm no longer with, but they said, 'Don't do it. It's bad for your image,'" he recalled. "And I was like, 'All right, watch.'"
Josh Duhamel has revealed how his decision to enter the testosterone business left him fearing that he could be run out of town in Hollywood—while opening up about the very different life he has built away from Los Angeles. (CBS Mornings)

#duhamel #left

Sean Combs was reportedly placed back in solitary confinement following a NBC News report that the music mogul was using a contraband cellphone to scroll on Instagram, kept a private stash of premium liquor, and had access to a jailbroken tablet where he watched a Netflix documentary about himself.
The 56-year-old was put in a special housing unit, both NBC and TMZ have reported, after footage was released of Combs seemingly using a cell phone while serving his 50-month sentence at Fort Dix in New Jersey. This would be Combs' second time placed in isolation, following a physical fight with a fellow inmate in July.
More from Rolling Stone
Rihanna Shooting Suspect Indicted by Grand Jury, Pleads Not Guilty to Upgraded Charges
Chris Brown Will Get New Dog Attack Trial, But Only If Housekeeper Rejects Reduced $9.5 Million Award

#following #Instagram #july

MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling.
asharkyu/Shutterstock.com
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day later, BMO Capital upgraded the shares to Outperform with a $335 target, arguing that a 36% decline from the May peak had compressed MACOM's forward valuation to roughly 29 times earnings while data-center fundamentals remained intact.
That puts Coherent Corp. (NYSE:COHR) directly in the conversation because both companies supply the optical connectivity needed to keep larger AI clusters fed with data.
MACOM's new platform combines drivers, photodiodes and transimpedance amplifiers for next-generation optical modules. The company says the components are already available, rather than merely a research roadmap.

#data #macom #holdings #NASDAQ

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.

#gaap #revenue #launch #anderson