NFL star Ladd McConkey is married to his high school sweetheart, Sydney
The couple grew up in Chatsworth, Ga., and tied the knot in April 2025
They are currently expecting their first child together
Ladd McConkey is making his mark on the NFL with his wife, Sydney McConkey, by his side.
The longtime couple are high school sweethearts who began dating in 2017 after meeting as kids in their hometown of Chatsworth, Ga. After high school, Sydney cheered Ladd on at the University of Georgia, where he won two national championships with the Georgia Bulldogs.

#chatsworth #georgia

Channing Tatum admitted that fatherhood sometimes forced him to drop the superhero act. The actor opened up about vulnerability after premiering Josephine at the Toronto International Film Festival.
The 46-year-old star played a father confronting trauma alongside his young daughter. His character's struggle also pushed Tatum to reflect on his relationship with his daughter, Everly.
PEOPLE reported that Tatum discussed fatherhood during a TIFF Q&A. He played Damien, a father trying to help his eight-year-old daughter after a traumatic event. Damien encouraged his daughter to learn self-defense while his wife, Claire, took another approach. The role apparently mirrored Tatum's own instinct to protect Everly from life's harder moments.
"It's a really tough thing to tell the little being that you love more than anything," Tatum said during the Q&A. He admitted he once told Everly, "I'm just not okay right now." The actor explained that parents often want children to see them as invincible. "You always wanna be like the strongest person, like the Superman in their life," he said. "Sometimes you just can't."
Tatum shares Everly with ex-wife Jenna Dewan. The former couple welcomed her in 2013 before separating in 2018. He had also recently reflected on how quickly Everly grew up. During a January appearance on Today with Jenna & Sheinelle, Tatum described returning from a two-week press trip.

#admitted

Eli Willits has made his primary goal crystal clear ever since he joined the Nationals organization. He wants to be a big leaguer by the time he is 20 years old. For most players, that is a pipe dream. However, Eli Willits is not most players and he made that very obvious this season.
The 18 year old just finished his first professional season in style. Willits got promoted to Double-A for the last week of the season. While he only got to play three games, the last one was legendary. Willits had a four hit game which included his first AA home run and two stolen bases. It was an amazing final act to a wonderful season.
With Willits finishing the season in AA, he is putting himself in position to make a debut late in 2027. Despite being such a young player, Willits is remarkably polished. This comes from being the son of a big leaguer and being obsessed with the game ever since he could walk.
When I talked to Willits earlier this season, it was very clear that three things truly mattered to him. Eli Willits is all about family, faith and baseball. You will be hard pressed to find a more business-like 18 year old out there. As Willits put it, he grew up in an MLB clubhouse and it is easy to see that.
That baseball IQ manifests itself on the field. When I watched Willits for the first time in Low-A, the thing that stuck out to me most was how natural he looked. Willits looked like a big league caliber defender at shortstop already. While many young shortstops, even the defensively gifted ones make a lot of errors, Willits is already so secure. He only made 8 errors all season as an 18 year old.

#season #year

Walmart Inc. (NASDAQ:WMT) is expanding its restaurant-delivery business through a partnership with Papa John's, allowing customers in select U.S. markets to order pizzas, sides, and desserts through Walmart's app and website. The service is expected to launch this fall before expanding to thousands of participating Papa John's locations nationwide. Customers will be able to order restaurant food either separately or alongside Walmart groceries and household products, with Walmart's delivery network handling fulfillment.
The move builds on Walmart's broader push into fast delivery. The company recently reported that U.S. e-commerce sales increased 24% in its latest quarter, while fast-delivery services for groceries and general merchandise grew 48%. Walmart also said 30-minute-or-less delivery was available in 38 U.S. markets, highlighting the infrastructure it can potentially leverage for restaurant orders.
The Papa John's partnership could strengthen Walmart Inc. (NASDAQ:WMT)'s position as a broader consumer-delivery platform rather than simply a retailer. Adding restaurant meals gives shoppers another reason to open Walmart's app, while the ability to combine a pizza order with groceries and household products creates an opportunity to increase basket sizes and order frequency. This is particularly attractive because Walmart already has a large store network that increasingly functions as a last-mile fulfillment system; roughly 80% of its e-commerce orders are fulfilled from stores.
The deal could also improve the economics of Walmart's existing delivery infrastructure. Instead of building a completely separate restaurant-delivery network, Walmart can utilize its established fulfillment capabilities and Spark driver network to serve incremental demand. The Papa John's relationship also expands Walmart's restaurant offering beyond earlier partnerships, helping the company build a more comprehensive alternative to dedicated delivery platforms such as DoorDash and Uber Eats.
More importantly, restaurant delivery could become another engagement tool for Walmart Inc. (NASDAQ:WMT)'s increasingly digital customer base. With e-commerce approaching a quarter of Walmart's overall sales and growing substantially faster than traditional store sales, initiatives that increase digital traffic could support Walmart's broader ecosystem of e-commerce, memberships and advertising.

#walmart #network #fulfillment

Founded in 1977 and headquartered in South Korea, LX Pantos has grown into a global logistics provider spanning freight forwarding, contract logistics, e-commerce fulfillment, last-mile delivery and installation, and supply chain management consulting. The company now operates more than 380 locations worldwide with a workforce of approximately 8,500 employees, moving more than 1.6 million TEUs of ocean freight and over 120,000 tons of air freight annually. In 2025, LX Pantos recorded revenue of approximately $5.85 billion.
For President and CEO Lee Yong-ho, those figures mark a foundation rather than a destination.
"Since **** uming the role of CEO, I have set a clear vision for LX Pantos: to build the company into a 'Korea-born, global logistics company,' and we have been pursuing that goal with unwavering commitment," Lee said.
That vision marks a departure from the model that carried LX Pantos for decades on domestic corporate freight volumes.
"For many years, LX Pantos grew rapidly by leveraging freight volumes from domestic corporate customers. However, we have also recognized that growth driven primarily by the domestic market has its limitations," Lee said. "It is now time for LX Pantos to evolve into a truly global logistics company — one that is not confined to any single country or customer segment, but is capable of delivering comprehensive logistics solutions to customers worldwide."

#pantos #Logistics

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

#server

Sept. 12 (UPI) -- Reacher and Runner star Alan Ritchson has announced he and his wife Catherine are divorcing after 20 years of marriage.
"Cat and I have decided to end our marriage and continue alongside each other in a different way," Ritchson, 43, wrote on Instagram Saturday.
"We grew up together. We built a life and family together. And we are raising three incredible boys who will always be the center of our world," he added. "Nothing can diminish what these years have meant to us -- or the love and respect we will always share."
The post included a broken heart emoji.
Page Six said that although Ritchson announced the sad news this weekend, court records show he actually filed for divorce from Catherine last December.

#catherine #years #marriage #reacher

Arrow Electronics (ARW) stock has gained about 50% over the past six months and then stopped. It has slipped 1.0% over the past three months and trades roughly 9% below its 52-week high. Underneath the run is a machine that pays owners whether or not the price moves: a shrinking share count. It is shrinking more slowly now, and that changes what you are buying.
How Did Arrow Pay You While Its Profit Went Nowhere?
Over the past three years, Arrow's net income grew 0.7% a year on average while earnings per share grew 4.7% a year on average. Most of that gap is arithmetic: it retired about 3.3% of its shares a year on average, so each surviving share held a bigger claim on the same profit. Owners got a bigger slice for doing nothing.
Arrow returned 69% over those three years, about 19.0% a year, and still trailed the 76% the S&P 500 returned over the same span. The stock was up 85% at its three-year peak before giving some back. Retiring shares was one driver of that, alongside earnings growth and a changing multiple.
Can Arrow Afford A Bigger Buyback?

#Share #owners

Real Madrid beat Rayo Vallecano 4–1 at the Bernabéu, with Kylian Mbappé delivering two goals and an ****** ist, Álvaro Carreras making an electric start, and Arda Güler producing a spectacular cameo off the bench. The scoreline was convincing, though Rayo's second-half improvement ensured Thibaut Courtois still had plenty of work to do.
Thibaut Courtois — 8
Made six important saves as Rayo grew into the game in the second half. Madrid's attacking output will get most of the attention, but Courtois was still required to intervene regularly and delivered when called upon.
Denzel Dumfries — 7
Defended well on the wing and finished with three tackles. Nearly added a goal with a towering header from an Arda Güler set piece. A solid contribution at both ends.

#half #real #vallecano

AbbVie (ABBV) grew revenue 10.4% over the past twelve months and turned 33.9% of it into operating profit, second only to Eli Lilly among its peers on both counts. Its stock returned 24.9% over the same twelve months, fifth of the six. What the business delivered and what the market paid for it have come apart.
Johnson & Johnson makes the contrast sharpest. JNJ grew revenue 8.1% over the same twelve months on an operating margin of 26.8%—edging out Pfizer's 26.7%—while its stock returned 53.9%. It also trades at 30.5 times earnings, where AbbVie trades at 71.5.
ABBV
JNJ
PFE

#abbvie #grew #operating

A $48 billion valuation and more than $2 billion in fresh venture capital would normally signal that investors have completely lost the plot.
Cognition AI, the startup behind the autonomous coding agent Devin, closed its Series E round on Sept. 8, 2026, to those exact headline figures.
The sheer size of the round drew immediate and predictable comparisons to the frothiest stretch of the 2026 AI investment cycle.
But the arithmetic behind the deal paints a different picture, one in which the ratio of investors' per-dollar revenue barely moved.
Between its May 2026 Series D and Series E close, Cognition's annualized run-rate revenue grew from $492 million to nearly $900 million, the company reported.

#round #devin

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.
Phones Still Bring In About Half The Sales
In fiscal Q3 2026, handset chip revenue was $5.1 billion, about half of the $9.9 billion total. The CEO says unprecedented memory prices, plus supply shortages driven by data center demand, are pulling revenue down across mobile and consumer electronics. Management puts the net effect at a 20% drop in its Android chip revenue in 2026 from 2025.
And Apple Revenue Is Exiting Faster Than Planned
Apple is the second drag. Citing its own supply constraints, Qualcomm said on its fiscal Q3 2026 call that it expects materially lower share in new iPhone launches than its prior 20% estimate. An ****** yst put fiscal 2026 Apple product revenue at about $7.5 billion, and management called that a fair range.

#revenue #Apple #fiscal #management

Reacher actor Alan Ritchson and his wife Catherine have announced they are breaking up after two decades of marriage.
"After twenty years together, Cat and I have decided to end our marriage and continue alongside one another in a different way," the pair announced in a Sept. 12 Instagram post. "We grew up together. We built a life and family together. And we are raising three incredible boys who will always be the center of our world."
The Runner actor and Catherine met as teenagers during a high school dance class. After a brief romance, the teens called it off before reconnecting later, when Catherine was in college. They married in May 2006.
"Nothing can diminish what these years have meant to us — or the love and respect we will always share," the couple added in the social media post.
The two also emphasized that their main focus is co-parenting their three sons, Calem, 13, Edan, 12, and Amory, 10.

#catherine #actor

WASHINGTON, Sept 9 (Reuters) - Three U.S. lawmakers have called on the American government to blacklist a set of Indian IT firms over what ‌they describe as "more than fifteen years of targeted espionage against U.S. citizens, ‌businesses, and the lawyers representing them."
In a letter issued Wednesday, Democratic Senators Ron Wyden and Sheldon Whitehouse, along with Republican Representative Pat Harrigan, asked the Commerce Department to add BellTroX, CyberRoot, and Sunkissed Organic Farms Pvt. Ltd. (formerly known as "Appin Technology Pvt. Ltd.") and its subsidiaries, to the Commerce Department's Entity List. Such a designation would cut them off from ‌U.S. software, cloud infrastructure, and ⁠cybersecurity tools.
Sunkissed representatives, CyberRoot and the Commerce Department did not respond to requests for comment. BellTroX could not be reached for ⁠comment.
All three companies have been described in media coverage and in reports published by major tech firms as being fronts for hack-for-hire activities.
In 2022, Reuters named CyberRoot and BellTroX as key players in the cybermercenary industry, saying they were frequently tapped by Western ‌lawyers and private investigators to spy on one another during legal and business disputes. A 2023 Reuters report identified Appin as a pioneer in the field, saying the company grew from an educational startup to a hack-for-hire powerhouse that stole secrets from executives, politicians, military officials and wealthy elites around the globe.

#three

The Bees created a great chance following a flowing move in the second minute with Enrique Roca releasing Madden down the left. His cross found the opposite winger, Dwayne Mason, at the back post but he missed the target under pressure and on the stretch.
Kasujja then did well to fashion himself a sight at goal after a clever touch in the box allowed him to get a deflected strike off that Adam Brogan held on to at the second attempt.
Gary McDermott's side were much the brighter of the two in the opening ten, this time Jai Bansoodeb feinted past two Cherries defenders before forcing Brogan to save with his feet from a driven effort.
Tom Stuckey had Bournemouth's first sight at goal as they grew into the game, nodding wide from a floated free-kick when he could have headed back across goal to those waiting in red and black.
Then, on 17 minutes, the home side took the lead with skipper Waite striking across Felix Lyon into the bottom right corner.

#bees

Michael Zagaris has spent more than half a century documenting the San Francisco 49ers, a career that began when he was a teenager sneaking into Kezar Stadium with homemade credentials and grew into an official role embedded with the team.
Zagaris said his access started early.
"Here's a picture I took at 11," he recalled, pointing to an image from his childhood.
Growing up near the College of the Pacific, he said, "This team sent 11 guys to the NFL."
By high school, he was already finding ways onto the field.

#zagaris #team #francisco #growing

Saia, Inc. (NASDAQ:SAIA) reported that August less-than-truckload shipments per workday increased 1.1% year over year, while tonnage per workday rose 8.7% and weight per shipment increased 7.5%. For July and August combined, shipments per workday increased 1.0%, tonnage per workday rose 8.3%, and weight per shipment grew 7.2%.
The data show higher freight intensity, but most of the tonnage growth came from heavier shipments rather than strong shipment-count growth. The investment question is whether that mix can improve trailer utilization and spread terminal, driver, and line-haul costs across more freight without weakening yield or service.
Heavier shipments can support operating leverage when added weight fills available trailer capacity and moves through the network efficiently. The 218-terminal network of Saia, Inc. (NASDAQ:SAIA) may provide room to absorb incremental tonnage, although Saia, Inc. (NASDAQ:SAIA) did not disclose network utilization.
Second-quarter results offer evidence that higher volume can translate into improved economics. Saia, Inc. (NASDAQ:SAIA) increased tonnage per workday 8.4%, grew revenue 17.1%, and increased operating income 26%. The operating ratio improved to 86.9% from 87.8%, meaning operating expenses consumed a smaller share of revenue.
Pricing and shipment economics were mixed but constructive. Second-quarter revenue per shipment, excluding fuel surcharge revenue, increased 1.5%. If heavier freight continues to raise revenue per shipment while fixed network costs grow more slowly, Saia, Inc. (NASDAQ:SAIA) could produce additional operating leverage.

#operating #revenue #shipments

Karen Khachanov and Veronika Shkliaeva grew up together in Moscow
They got married in 2016
Khachanov and Shkliaeva are parents to two sons
Karen Khachanov found his perfect match in his wife, Veronika Shkliaeva, long before he became a tennis star.
The childhood sweethearts grew up in Moscow and began dating as teenagers. They married in 2016 — the same year Khachanov won his first ATP singles ****** le — and later welcomed two sons, David and Mikael, according to Moskvichka magazine.

#khachanov #karen #moscow #sons

Gwyneth Paltrow and her husband, Brad Falchuk, took in a Boston Red Sox game at Fenway Park on Sept. 9
Falchuk, born and raised just outside Boston, is a lifelong Red Sox fan
The team most recently won the World Series in October 2018, roughly one month after Falchuk and Paltrow got married
Gwyneth Paltrow and her husband, Brad Falchuk, took a trip to see his favorite baseball team play!
Paltrow, 53, shared six photos and videos to Instagram on Thursday, Sept. 10, from her and Falchuk's trip to Fenway Park in Boston to watch the Boston Red Sox play the Los Angeles Angels the day prior. Falchuk, 55, grew up just outside Boston in Newton, Mass., and is a lifelong Red Sox fan.

#park #husband

During a beach outing, then-5-year-old Terry Potter Hedden III — now "Trey" to NMSU teammates and fans — picked up a football and threw a perfect spiral to his stepmom. It was then Hedden was destined to be a quarterback with a supportive blended family. His parents and stepparents "made sure I made every tryout. They took me to camps. They helped me meet the coaches I wanted to learn from." And they attended every game, including during his two years at Furman and this season with the Aggies. After a 10-percentage-point jump in accuracy from his freshman season, Hedden entered the portal to "raise the ceiling a little bit" in pursuit of future pro opportunities. NMSU head coach Tony Sanchez's spread attack offered protection (312 pounds an O-lineman) and speedy targets. Slot receiver TK King has been GPS-clocked at nearly 23 mph and laser-timed at 20.74 seconds over 200 meters. "The biggest thing for me is I've got to remember that on game day, he's a little bit faster than he is in practice," Hedden said of King. "When he's running a route, you can throw it out there and he'll turn it on. We talk about it in the meeting room. Go make him run 100 meters to catch the ball." King's average target depth is 21 yards. He has catch-and-dashes of 46, 42 and 34 yards. The Aggies have sets of four and five receivers or up to two tight ends. Running back James Jones has no fumbles or negative-yard rushes in 30 carries. Jones also is an effective blocker who can roll into the flats. Hedden is 80% accurate on screens, hitches and check-down throws. "The quarterback in this offense is really a distributor," Hedden said. "We really focus on the things we're good at, and we repeat those things, and find new ways to do those things every week. It's really been a lot of fun to play in this offense with these coaches."
The Aggies' base is chaos, with shifts, movements and glove-to-glove combat in the trenches and running lanes. "When things get so cranky, like how many blitzes and stunts, it looks like Star Wars to us," weakside linebacker Sone Aupiu said. His first two NMSU seasons, Aupiu played middle linebacker. He moved to will linebacker last year but still trains at all second-tier positions, including jack, the stand-up edge defender. Helped by playing on the narrow side of the formation, Aupiu has freedom to jump lanes. "When it comes to gap schemes, that's what I love," he said. "Coming my way to the boundary, I'm looking to hit 'em." His father grew up in Samoa, his mother in New Zealand, where rugby was the favored sport. He said he aspires to play professional rugby. But for now, Aupiu said, "I chose a different route, which was football. Everybody else on my mom's side chose rugby." Aupiu received a few college offers. But after an official visit to Las Cruces, he decided to be an Aggie. He said he had to adjust to the culture change from Long Beach, Calif., such as green chili served with everything. And to fatherhood — he and his wife have a 3-yea

Dustin Satloff / Getty Images marianokestelboim / instagram.com / Minas Panagiotakis / Getty Images
My qualifications: 1. I grew up playing tennis for yearssssss (wildly enough, Andy Roddick's coach was also my coach), and 2. I'm queer. Anyway, enjoy!!!!!
mattberrettini / instagram.com, GABRIEL MONNET / Getty Images
picture alliance / Getty Images, tommypaul / instagram.com
alexzverev123 / instagram.com, Dustin Satloff / Getty Images

#satloff

Apple Martin grew up surrounded by Hollywood royalty with mom Gwyneth Paltrow, dad Chris Martin, and grandmother Blythe Danner. But when it comes to her love life, her mother reportedly wanted something very different for her.
The 22-year-old aspiring actress, who is making her acting debut in Nancy Meyers' upcoming film Paris Paramount, has been dating fellow Vanderbilt University grad Moshe Levi for over a year. He's from a "good family that wants to make a difference in the world," according to a Paltrow insider, per the Daily Mail. Besides the young couple's relationship being described as "cute" and "passionate," Levi also has the parent stamp of approval.
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The Strict Rules Prince George Will Follow At Eton College
"Moshe has studied business, and he is going into philanthropy, so there is nothing Hollywood about him; he doesn't even live in Los Angeles," the source continued. "He lives in New York City and hangs out in the Hamptons."

#hollywood #moshe #levi #year

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Credit: Peacock
Actor Zac Efron grew up before our eyes, becoming a household name thanks to starring in the High School Musical movies (which are streaming with a Disney+ subscription). But in recent years his younger brother Dylan Efron has also become a celebrity, largely thanks to winning The Traitors Season 3 and showing off his fitness on Dancing with the Stars. Zac's own fitness is the stuff of legend, and recently his trainer posted a photo showing off his huge bicep. Naturally, Dylan took to social media to drop his own very buff photo dump.
Dylan Efron's star power has been steadily growing in recent years. After The Traitors (streaming with a Peacock subscription), he also competed on Dancing with The Stars. Not one to be left of out of thirsty discourse, Efron posted on Instagram, including some shirtless pictures on a boat. Check it out for yourself below:
Holy abs. I guess there's a reason why Dylan Efron was nominated for ******* iest Man Alive, because he's looking absolutely ripped. And who doesn't love a little healthy competition between two famous brothers? We'll just have to wait and see if Zac posts his own set of ab-oriented photos in response.

#peacock #stars

Daktronics Inc. (NASDAQ:DAKT) reported its Q1 FY27 results, showing continued momentum across core segments and its strategic push. The company reported topline figures of $234.6 million, which grew 7.1% compared to the same period last year. This growth was primarily driven by impressive numbers across the Live Events, Transportation, and International units. The diluted EPS of $0.40 was the highest quarterly figure in the last twelve quarters, exhibiting a substantial growth of more than 21%. The business generated $31.4 million in cash from operations, which pushed the cash balance to $154.6 million by the quarter end, after accounting for $4.4 million expenditure on share repurchases.
Copyright: rawpixel / 123RF Stock Photo
The recently reported results point to enhanced profitability and the company's ongoing operational excellence initiatives, which would strengthen investor confidence. An impressive cash position backed with robust operating cash flows would enable Daktronics to pursue its 3-year strategic plan around growth, operational strength, and efficient capital allocation.
For growth, management focused on vertical market expansion during the quarter, with investments in service offerings and software to facilitate recurring revenue growth and customer value.
For operational excellence, the company took several initiatives around supply chain and manufacturing. These include scaling up of Mexico operations, adding automation, refining procurement, and more. Product backlog reached $311.3 million, the sixth straight quarter it has stayed above $300 million, pointing to continued demand spread across the company's varied business segments.

#million #cash #results

Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD), both released Q2 FY2027 earnings in late August/early September while deepening their strategic alliance. On September 1, the companies announced a joint agentic identity resilience workflow orchestrated by CrowdStrike's Charlotte Agentic SOAR. By uniting CrowdStrike's Falcon Next-Gen Identity Security with Rubrik's Identity Resilience, joint customers can now detect, investigate, and recover from compromised identity environments in hours instead of days.
Den Rise/Shutterstock.com
CrowdStrike continues to operate at a massive scale with strong cash generation and expanding margins. For Q2 FY2027, CrowdStrike reported total revenue of $1.47 billion, up 26% year-over-year, with annual recurring revenue (ARR) reaching $5.84 billion (up 25%) after adding a record $333 million in net new ARR. GAAP net income turned positive at $5.3 million ($0.01 per diluted share), while non-GAAP net income reached $322.9 million ($0.31 per diluted share). Operating cash flow hit a Q2 record of $530.3 million, with free cash flow reaching $377.4 million. Expanding its momentum, CrowdStrike announced a partnership with OpenAI on September 2 to secure Codex agents and integrate GPT-5.6 Cyber into Falcon, prompting Raymond James to raise its price target to $250 from $240 on September 3, citing an "AI double whammy."
Rubrik, meanwhile, represents the hyper-growth challenger outperforming Wall Street's top-line expectations. For Q2 FY2027, Rubrik's total revenue surged 38% year-over-year to $427.3 million (up 43% when normalized for material rights), while Subscription ARR grew 33% to $1.66 billion. While GAAP net loss per share narrowed to $(0.30), Rubrik achieved non-GAAP net income per share of $0.20 ($0.47–$0.53 guidance for full FY27). Operating cash flow reached $76.8 million, generating $65.7 million in free cash flow. While CrowdStrike holds the stronger overall financial profile given its $5.84 billion ARR scale and $377.4 million free cash flow generation, Rubrik leads in top-line growth velocity.
CrowdStrike's bull case rests on its leadership in endpoint and identity security, proven GAAP and non-GAAP profitability, and deep AI integrations with platforms such as OpenAI and Charlotte AI, which could drive further platform consolidation and high-margin ARR growth. However, slower percentage growth compared with younger peers, elevated valuation multiples, and lingering customer scrutiny following past software update disruptions remain key risks.

#flow

On August 27, AstraZeneca PLC (NYSE:AZN) and Amgen Inc. (NASDAQ:AMGN) scored a shared clinical victory. Positive high-level results from the Phase III CROSSING trial showed that their co-developed severe asthma drug, TEZSPIRE, achieved statistically significant and clinically meaningful improvements across both co-primary endpoints, histologic remission and the frequency/severity of dysphagia, and all key secondary endpoints at week 24 in patients with eosinophilic esophagitis. These benefits were sustained through week 52 across both tested doses, accompanied by a safety profile consistent with its approved indications. While CROSSING highlights their joint R&D success, a closer look at their standalone financial performance reveals distinct growth trajectories.
Both pharmaceutical giants delivered solid Q2 2026 results, but AstraZeneca is showing stronger overall financial momentum. AstraZeneca PLC (NYSE:AZN)'s Q2 revenue increased 6% year over year to $15.38 billion, supported by its Oncology franchise, which grew 18% in H1 to $14.12 billion, and its Rare Disease portfolio, which increased 13%. Core EPS rose 21% to $2.63, beating expectations, while management reaffirmed its full-year 2026 outlook for mid-to-high single-digit revenue growth and low double-digit Core EPS growth.
Amgen Inc. (NASDAQ:AMGN) reported Q2 revenue of $10.1 billion, up 10% year over year, while non-GAAP EPS increased 4% to $6.29. Although its key growth products advanced 26%, mature products faced significant biosimilar pressure, with Prolia revenue declining 32% and XGEVA falling 34%. Amgen nevertheless raised its 2026 revenue guidance midpoint to $39.4 billion.
Overall, AZN holds the financial edge due to stronger EPS growth, broader portfolio momentum, and less exposure to the biosimilar erosion affecting AMGN's mature products.
Amgen's bull case is supported by robust growth in key products, which increased 26%, and $3.5 billion in Q2 free cash flow, providing substantial capital flexibility. Wells Fargo raised its Amgen price target to $435 from $400 on September 4, citing potential upside from HORIZON and pipeline ****** ets such as olpasiran. New Phase III VESALIUS-CV data also showed Repatha reduced the risk of death by 20% in high-risk adults without a prior heart attack or stroke, with heart attack risk reductions emerging as early as six months. However, accelerating biosimilar competition affecting legacy franchises such as Prolia and XGEVA remains a key risk to sustained margin expansion.

#revenue #astrazeneca #increased #products

The pharmaceutical sector was hit with major pipeline news on September 1 when Novartis AG (NYSE:NVS) paused eight clinical trials of rap-cel, its experimental CAR-T cell therapy targeting autoimmune and neurological disorders. The suspension, effective August 24, followed three patient deaths caused by severe, life-threatening immune reactions (immune effector cell-associated hemophagocytic syndrome). Novartis is currently conducting a safety review alongside independent monitoring boards. Following the news, Bristol-Myers Squibb Company (NYSE:BMY) voluntarily paused trials for its competing CAR-T treatment, zola-cel, as a precautionary measure after detecting transient inflammatory side effects.
Looking at Q2 2026 earnings, Bristol Myers Squibb is currently demonstrating stronger financial momentum. Bristol-Myers Squibb Company (NYSE:BMY) reported total revenue of $13.0 billion, up 6% year over year, driven by a 15% increase in its Growth Portfolio to $7.6 billion, led by Opdivo, Qvantig, Reblozyl, and Camzyos. Non-GAAP EPS reached $2.04, while net income totaled $3.3 billion, or $4.2 billion on a non-GAAP basis. The company also raised its full-year 2026 revenue guidance from approximately $46.0–$47.5 billion to $49.0–$50.0 billion and increased its non-GAAP EPS outlook to $6.75–$7.00.
Novartis AG (NYSE:NVS), meanwhile, reported Q2 net sales of $14.4 billion, up 3% in U.S. dollars and 1% at constant currencies, supported by Kisqali and Kesimpta, which grew 43% and 32% at constant currencies, respectively. However, generic competition reduced growth by 14 percentage points, while core operating income remained flat at $5.9 billion and GAAP net income fell 19% to $3.3 billion. Novartis reaffirmed rather than raised its full-year guidance, calling for low single-digit sales growth and a low single-digit decline in core operating income.
Overall, Bristol Myers stands out as the stronger financial story this quarter, with its Growth Portfolio offsetting legacy patent-cliff pressures and supporting a guidance increase, while Novartis continues to contend with generic erosion weighing on earnings.
Novartis' bull case rests on strong double-digit growth from high-margin blockbusters such as Kisqali, Kesimpta, and Scemblix, supporting robust Q2 free cash flow of $5.6 billion. However, CAR-T safety setbacks could threaten a key pipeline platform, while intense generic competition has already reduced top-line growth by 14 percentage points.

#billion #novartis

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD's Instinct MI355X GPUs and EPYC CPUs directly with Cisco's Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. Beyond this immediate launch, the trio plans to deploy up to 250 MW of capacity powered by next-gen AMD MI400 Series GPUs starting in 2027, staying on track for a massive 1 GW platform by 2030.
The milestone highlights how compute and networking have fused into a single market. But financially, AMD and Cisco present two very different investment profiles.
Advanced Micro Devices, Inc. (NASDAQ:AMD)'s Q2 2026 results demonstrated massive top-line expansion, driven almost entirely by data center demand. Revenue surged 50% year-over-year to $11.5 billion, while non-GAAP EPS rose 82% to $1.66. Its Data Center segment alone more than doubled to $6.7 billion (+107% YoY), accounting for 58% of total revenue as EPYC server chips and Instinct GPUs continue to gain enterprise traction.
Cisco Systems, Inc. (NASDAQ:CSCO)'s Q4 and full-year FY2026 report reflected a mature cash-flow powerhouse capturing an architectural transition. Q4 revenue grew 18% YoY to a record $17.3 billion, pushing full-year revenue up 12% to $63.3 billion. Non-GAAP EPS for Q4 reached $1.22 (+23%), with FY2026 non-GAAP EPS hitting $4.33. Cisco logged $9.3 billion in AI infrastructure orders for the fiscal year (up 4.5x YoY) and maintained a non-GAAP operating margin of 35.9%, generating $14.2 billion in annual operating cash flow.
While AMD clearly leads on top-line growth velocity, Cisco holds the upper hand in raw profitability, structural gross margins (66.3%), and shareholder return via capital repurchases and dividends.

#revenue #advanced

Eli Lilly (LLY) stock has gained about 56% over the past year, moving from $722.65 to $1,123.91. Before that run the company was doing something strange. It was deliberately selling less medicine than people wanted to buy, and it kept saying so out loud.
In early February 2025 the CEO said the capacity Lilly had already built was not enough to meet global demand, and that the company was still gating promotion and gating launches around the world. That is a company telling you its reported revenue understates what its products could sell.
The build was landing. Lilly produced more than 1.6 times as many salable incretin doses in the first half of 2025 as it had made in the first half of 2024. The rationed business was already lucrative: trailing-twelve-month operating margin as of fiscal Q2 2025 ran at 42.1%, against its own three-year average of 32.7%. A business earning that much with the tap half closed has an obvious next chapter.
Four weeks before the run began, the CFO was specific about where. Commercial activity behind the recent launches in Brazil, China, India, and Mexico was being kept deliberately measured, so that demand would not outrun supply.
Then look at where the growth landed a year later. In the second quarter of 2026, China revenue grew 93% in constant currency, and rest-of-world revenue grew 136% in constant currency, driven by Mounjaro, primarily in Latin America and Asia. China is on both lists; Latin America and Asia cover the rest. The volume was waiting.

#year #half

Median pay raises outpaced inflation year over year in all 56 metros ADP Research tracks.
Workers in Buffalo, New York, had the highest growth in total wages, with a 6.4% year-over-year increase.
Construction workers have consistently received higher pay raises than workers in any other industry this year.
American paychecks have outpaced rising prices this past year in every city ADP tracks.
Workers in Buffalo, New York, had the largest pay raises among the 56 cities, according to ADP Research, the payroll processing company's ******* ytics arm. In August, wages for Buffalo workers grew by 6.4% from the same time last year. ADP's figures are for gross pay, which includes overtime, bonuses, commissions, and tips.

#buffalo #york #tracks #wages