Jared Leto has been accused of criminal **** ual conduct by multiple women in a bombshell documentary.
The Oscar-winning actor and Thirty Seconds to Mars frontman has been accused of **** ual **** ault, threatening **** ual **** ault, having **** with a minor and making **** ually explicit phone calls in the new BBC documentary Jared Leto: Hollywood's Dark Secret.
In the documentary, which airs in the U.K. on Wednesday, one woman alleged that she was **** ually **** aulted by the 54-year-old in 2002, when she was 17 and he was in his 30s.
The woman, going by the pseudonym Isabel, claimed that Leto called her into the bathroom of a "gross motel" while he was showering, "opened the shower curtain and started kissing" her before allegedly grabbing her hand and using it to **** himself.
Another woman claimed she was left alone with the Suicide Squad star in a hotel room when she was 19 and he threatened her with **** ual **** ault.
A third alleged that she had **** with Leto at his home in California when she was 17 and he was 34, and he "shrugged off" a conversation about the state's age of consent being 18. She visited his house two or three more times.

#sexual #assault #jared

Bayern Munich and Harry Kane could be ready to kickstart contract discussions in just a matter of a few days — something that the majority of fans would welcome:
Bayern will open formal contract negotiations with Harry Kane at the beginning of August once he returns from vacation. The Englishman is currently Bayern's highest earner alongside Jamal Musiala with around €25m gross per year. Bayern typically aim to cut the salary of players over 30 year old, but with Kane a pay cut will certainly not be a topic. Kane received inquiries from other clubs, but for him it was always clear that Bayern is the perfect club for his career plans
The decisive question for the negotiations will be the new contract duration. Bayern will offer Kane a contract until at least 2029. Meanwhile, the striker is already aiming for the 2030 World Cup and wants to continue playing at the highest level until then. So the situation would be as follows: either a longer contract (until 2030) with a lower salary, or a shorter deal (2029) with a higher salary.
Surely, Bayern Munich will not want to create any ill-will with Kane, who will ***** uredly want a massive number and as long a deal as he can squeeze out of the Bavarians. The talks could be a tricky dance, but it seems very clear that both sides want this deal pretty quickly.
After some speculation that he could leave the club, Vinícius Júnior might be about to get a massive deal from Real Madrid:

#kane #salary #negotiations

The AI memory supercycle has emerged as one of 2026's most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as data center demand for high-performance storage clashes against the chipmakers' capacity limitations.
That scarcity has been aggravated by reports that TSMC may boost contract chip manufacturing prices by up to 10% in 2027, with some products facing increases of up to 20%, owing to increased materials, equipment, and overseas facility development expenses.
Sandisk Corporation (NASDAQ:SNDK) is one of the names that have benefited the most from the supercycle. Since its February 2025 spinoff from Western Digital at $35.06 per share, Sandisk Corporation (NASDAQ:SNDK) has become the single best-performing stock in the S&P 500, climbing up to 858% at its late-June peak on the back of explosive fundamentals: fiscal Q3 2026 revenue reached $5.95 billion, up 97% sequentially and 251% year-over-year, with datacenter revenue specifically up 645% year-over-year.
Management anticipates continued sequential acceleration in the fourth quarter of fiscal 2026, with total revenue expected to range between $7.75 billion and $8.25 billion and non-GAAP earnings per share between $30 and $33, as gross margins increase to near 80%. More crucially, Sandisk Corporation (NASDAQ:SNDK) reported that its remaining performance obligations and contracted backlog came in between $41.6 billion and $42 billion. Sandisk's entire 2026 enterprise AI storage capacity is sold out under long-term agreements, thus locking in multibillion-dollar cash flows for the rest of the calendar year.
Despite its strong operational reports, Sandisk Corporation (NASDAQ:SNDK) has not been immune to macroeconomic turbulence. In mid-July, shares fell 8% to 15% across a number of sessions, contributing to a 39% slide from late-June record highs, as the Philadelphia Semiconductor Index fell more than 20%. According to market ****** ysts, this pullback is the result of an industry-wide valuation adjustment rather than a structural decline in memory demand or corporate earnings power.

#sandisk #corporation #june

The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a 'value trap'. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins to 15-17%, nearly doubling its previous 8.2-8.4% prediction, citing a better customer and product mix.
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.

#micro #smci #billion #company

EAGAN, Minn. (AP) — The Minnesota Vikings have suspended defensive backs coach Gerald Alexander for three weeks without pay following a drunken driving charge for an incident earlier this year.
The Vikings announced the punishment Tuesday as they began training camp. Alexander's suspension began Friday and will be in effect until Aug. 13, two days before their first preseason game at the New York Giants.
"I take full responsibility for the situation I put myself in and apologize for not meeting the mark," Alexander said in a statement released by the Vikings. "I know it's unacceptable. I understand the suspension and am committed to learning from the matter and ensuring I come back a better version of myself."
Alexander, who was also given the ****** le of defensive passing game coordinator, was hired in February to replace Daronte Jones, who became defensive coordinator of the Washington Commanders.
According to Hennepin County court records, Alexander pled guilty July 16 to a gross misdemeanor charge of third degree driving while impaired for refusal to submit to a chemical test. A fourth degree driving while impaired charge was dismissed. He was sentenced to 48 hours of community service, placed on two years of unsupervised probation and fined $603.

#defensive #began #suspension #coordinator

MercadoLibre (NASDAQ: MELI) stock has fallen by 31% from its previous peak as Wall Street focuses on near-term margin pressure and intensifying competition. Yet the business continues to expand rapidly in Latin America's e-commerce market, potentially setting the stage for market-beating returns in the next five years.
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.

#Competition #continues #mercadolibre #Stock

The Boston Beer Company, Inc. (NYSE:SAM) reported its second-quarter financial results on July 23, delivering a modest upside on earnings per share despite ongoing top-line volume pressures. The company reported GAAP diluted EPS of $4.96, topping Wall Street consensus estimates of $4.83, while non-GAAP diluted EPS came in at $3.65. The EPS beat was primarily driven by gross margin expansion, reaching 50.4%, up 60 basis points year-over-year, and a $1.31 per-share after-tax benefit from a favorable adjustment in supplier litigation.
The company's net revenue for the quarter was roughly in line with expectations at $568.3 million, down 3.3% year-over-year. Depletions fell 6%, which, while negative, came in better than the Street's fear of a 9% decline. Shipment volume was approximately 2.0 million barrels, down 4.5%. Crucially, management maintained its full-year non-GAAP EPS guidance of $8.50 to $10.50.
Following the report, Wall Street ******* ysts adjusted their outlooks. On July 24, Roth Capital lowered its price target on Boston Beer to $295 from $315 while keeping a Buy rating on the shares. The firm noted that while major components of guidance were unchanged, commentary on the earnings call suggested that if current trends persist, full-year results would land toward the lower end of the guided range. On the same day, Deutsche Bank lowered its price target to $176 from $187 and maintained a Hold rating on the shares.
This mix of resilient operational execution and volume headwinds brings up a key question: Is The Boston Beer Company, Inc. (NYSE:SAM)'s margin recovery and balance sheet strength enough to navigate persistent category challenges?
Optimistic investors emphasize Boston Beer's low leverage and durable financial flexibility as foundational strengths. With minimal debt, $265.5 million in cash, and a sizable equity base, the company maintains the financial headroom to fund working capital, capital expenditures, and share repurchases. This strong balance sheet allows Boston Beer to absorb macroeconomic shocks, tariffs, or litigation without forced deleveraging, preserving strategic optionality over both short- and long-term horizons.

#boston #capital #volume #million

Marvell Technology (NASDAQ:MRVL) primarily earns revenue by developing data infrastructure semiconductor solutions and system-on-a-chip architectures for enterprise clients across the globe.
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.

#revenue #Margin #quarter

Next weekend, the Pro Football Hall of Fame welcomes the Class of 2026. This year, five NFL legends will be recognized for their accomplishments on the field as their stories become immortalized forever in Canton, Ohio. Off the field, another distinguished honoree will also be recognized. During the Enshrinees' Gold Jacket Dinner, Sandy Grossman will become the first television director to receive the Pete Rozelle Radio-Television Award from the Pro Football Hall of Fame.
Grossman's recognition marks a historic first for the Hall. Over a broadcasting career that spanned more than five decades, he directed coverage of a record 10 Super Bowls, 18 NBA Finals, five Stanley Cup Finals and multiple Olympic Games opening and closing ceremonies.
Grossman retired in 2012 and passed away in 2014 in Boca Raton, Florida, at the age of 78. Earlier this year, his son, Dean Grossman, received the call informing him that his father would finally receive one of football's highest honors.
"I got a text from Rich [Desrosiers] at the Hall asking if I was available to speak in about an hour. So, he called me along with Joe [Hawkins] and Jim [Porter]. I told them I had never been to the Hall of Fame before, and they told me I'm going to get on a plane this year because my father will be winning the Pete Rozelle Award," said Grossman. "It was very emotional. I hung up and started to cry."
Earning a place in the Pro Football Hall of Fame is one of the most difficult accomplishments in football, whether as a player or broadcaster. The selection process for the Pete Rozelle Award is equally demanding. Candidates require an extensive case for consideration, and only one recipient earns the reward each year.

#Football #year

Warren Buffett stands as one of the most celebrated investors in history. Under his leadership at Berkshire Hathaway beginning in 1965, the investment conglomerate delivered a compound annual gain of 19.7% through 2025, almost double the S&P 500's (SNPINDEX: ^GSPC) 10.5% average annual return over the same period.
That performance turned modest early investments into generational wealth for patient shareholders, validating Buffett's reputation for focusing on long-term value rather than short-term profits.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
One tool the Oracle of Omaha has long employed for gauging the health of the stock market is the aptly named Buffett indicator, which compares the total value of U.S. stocks to gross domestic product (GDP). Its currently elevated reading raises questions about whether stocks are outrunning underlying economic growth and what that could signal for future returns.
The Buffett indicator is a ratio between the aggregate market capitalization of all publicly traded U.S. companies -- typically captured by a broad index such as the Wilshire 5000 -- and nominal U.S. GDP. This metric offers a snapshot of how large the stock market has become relative to the size of the economy that ultimately supports corporate profits.

#total

Team Internet Group PLC (AIM:TIG, OTCQX:TIGXF, FRA:4CN) said it expects to return to year-on-year earnings growth in the second half after its Search division returned to profitability in June, completing its transition away from legacy AdSense for Domains revenue.
Adjusted EBITDA fell 21% year on year to US$19.5 million in the six months to June, though this represented an 8% improvement on the second half of 2025. Net revenue declined 16% to US$61 million, while gross margin widened to 34.1% from 27.6%.
The Comparison division increased adjusted EBITDA by 54% to US$8.4 million, alongside a 28% rise to US$13.7 million from Domains, Identity & Software. Search recorded a US$2.6 million loss across the half, but returned to profit in June following cost reductions, automation and the expansion of Related Search on Content.
Net debt climbed to US$117.5 million from US$87.6 million at December, reflecting tax payments and reduced working-capital financing rather than higher borrowings. Team Internet expects debt to fall significantly during H2.
Its strategic review of the DIS business is progressing with selected parties, with a further update due by the interim results on 7 September and any resulting transaction still targeted for completion during 2026.

#internet #ebitda

According to a report from Sport Bild journalist Christian Falk, Michael Olise is not leaving Bayern Munich this summer — which tracks with much the recent reporting on the matter.
If, however, transfer armageddon happens and Olise goes nuclear to force his way out of Bavaria (an extremely unlikely — nut not impossible — scenario), Bayern Munich would make a beeline to pursue Paris Saint-Germain winger Bradley Barcola:
✅ It is TRUE: Bradley Barcola is one of the names on the shortlist at Bayern Munich if they have to replace Michael Olise. I reported last summer that there was an idea to sign the France international anyway. Even the summer before, the 23-year-old was considered a very interesting player for FC Bayern. He's on the shortlist, but at the moment there is no chance of getting this player for the club. That's because PSG want to give the winger a new contract, and amounts in the region of €150m have been floated if the Ligue 1 champions were to sell the player. However, when you look at the situation – and, as we say, Bayern don't want to sell Olise this summer – the club has to think about the Frenchman's situation if he doesn't sign a contract with Bayern.
When you look at Bradley Barcola's contract, you see he's got a year less left on his terms compared to his international teammate (running out in 2028). So, if he isn't sold this summer to Liverpool, who are clearly interested, or to another club that can afford the asking price, and he's still on the market – and ******* uming that Bayern are forced to sell Michael Olise – with one year left on his contract next summer, then PSG have a decision to make. I personally think he's a player who would fit in perfectly at Bayern Munich. That's also partly due to his affordable salary demands (currently earning €7m-8m gross in Paris, which is half of what Olise earns at Bayern). So, he's one to keep an eye out for as a potential replacement in case Michael Olise leaves.
Barcola is highly coveted by Liverpool and could pursue that destination in the coming weeks. There is a significant chance that if PSG thinks it should cash out on Barcola, it will look to sell him this summer. In that case, Liverpool would have a clear advantage over Bayern Munich as it will likely have a better chance to work out a deal before any type of aggressive move by Olise — which, again, is not likely to happen.

#michael #barcola #player

Interested in Nokia Corporation? Here are five stocks we like better.
Nokia posted stronger Q2 2026 results, with 9% constant-currency net sales growth and improved margins. Network Infrastructure led the gain, while comparable operating profit rose to EUR 434 million and gross margin increased to 46%.
AI and cloud demand was a major growth driver, with sales from those customers more than doubling to EUR 446 million and order intake reaching EUR 2.8 billion. Management warned the orders were lumpy and that about half should convert to revenue within the next 12 months.
Nokia highlighted strategic investments in AI-RAN and optical capacity, including the launch of its first commercial AI-RAN platform and expansion of manufacturing in San Jose, Pennsylvania, and Arizona. The company also maintained its outlook, though it expects third-quarter mobile margins to dip before improving later in the year.
The New Nokia: A Bullish Upgrade Ignites This Big AI Bet

#Growth #million

Generating $180,000 annually requires roughly $5.1M at a conservative 3.5% yield, but only $1.8M at an aggressive 10% yield.
A 3.5% dividend yield growing 8% annually doubles income every 9 years, while high-yield static distributions quietly lose real purchasing power to inflation.
Recalculating your target using actual after-tax spending rather than gross income can reduce the conservative capital requirement by more than $1M.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
Fifteen thousand dollars a month works out to $180,000 a year. That is roughly the income of a senior software engineer, a mid-career physician, or a dual-earner household in a coastal metro. It is also nearly triple the current U.S. per capita disposable personal income of $68,391 and multiples of the median full-time worker's earnings of $1,251 per week. Replacing it through portfolio yield alone is a large capital problem, and the number moves dramatically depending on the yield you are willing to chase.

#years #same

Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Gross margin expanded 530 basis points to 35.7%, driven by a shift toward high-margin, less cyclical revenue streams including brokerage, finance, insurance, and marina operations.
Management attributed the 7% decline in same-store sales to broader industry softness and lower unit volumes, though the company claims to be outperforming general industry trends.
Boat margins improved for the second consecutive quarter as industry inventory levels began to normalize, reducing the need for aggressive promotional activity.
The premium end of the marine market remains more resilient than value segments, aligning with the company's core product portfolio and customer base.

#NVIDIA #identified

Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Net sales growth of 16% was driven by the MyMedic acquisition and a 10% increase in U.S. first aid and medical products, particularly within mass market retail channels.
The Westcott cutting tools business saw an 8% increase in the U.S. as retailers resumed seasonal promotions that were previously canceled due to tariff and cost uncertainty.
Gross margin expansion to 42.6% was primarily attributed to the high-margin direct-to-consumer profile of the newly acquired MyMedic business.
Management is actively integrating MyMedic by consolidating freight, eliminating duplicate corporate functions, and leveraging the core sourcing team to reduce product costs.

#mymedic #westcott

Tesla shares tumbled on Thursday after the EV maker reported lower-than-expected quarterly profit despite revenue exceeding estimates.
The company burned through more than $1 billion in cash as it upped investments in Robotaxi, Optimus and semiconductor manufacturing.
Tesla (TSLA) shares plummeted Thursday after the electric vehicle maker's quarterly earnings missed estimates as infrastructure spending ballooned.
The stock fell nearly 15% to around $320, leading S&P 500 decliners and trading at its lowest level in nearly a year. Tesla stock has now lost 29% of its value since the start of 2026, making it the worst performer among the Magnificent Seven.
Tesla on Wednesday afternoon reported second-quarter profit of 33 cents a share, an 18% decrease from last year's quarter and well short of the 55 cents Wall Street had forecast. Revenue increased 26% to $28.2 billion, surpassing expectations. The company's gross margins contracted by more than 2 percentage points to 16.9% as regulatory credit revenue declined and the average selling price of its cars fell.

#profit

When we think about the major global automakers these days, many investors forget all about Stellantis (NYSE: STLA), while General Motors (NYSE: GM) and Ford Motor Company (NYSE: F) remain hot topics. It's understandable, considering Stellantis' declining relevance in multiple markets, lack of a true branding identity, and numerous management missteps. No doubt, Stellantis has many, many issues to fix in the coming years to regain lost global notoriety. That said, the company could be in oversold territory, and Wall Street forward estimates suggest ***** ysts are in "prove it" mode regarding the company's massive $70 billion turnaround plan. Here's a look at how Stellantis is poised to outperform its rivals over the next five years.
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.

#ford #NYSE #signal

Santos narrowed its full-year production guidance after its Barossa LNG project and Alaska's Pikka oil development advanced through commissioning, with the company expecting a significant increase in production and free cash flow during the second half of 2026.
The Australian energy producer said Barossa is now operating at 97% of planned production rates, with LNG cargoes currently being loaded about every eight days. Meanwhile, Pikka's initial production wells are delivering approximately 23,000 barrels per day, with plateau output of around 80,000 bpd (gross) targeted in the third quarter and first sales expected in August.
Second-quarter production rose 3% from the previous quarter to 23.1 million barrels of oil equivalent (mmboe), bringing first-half output to 45.6 mmboe. Santos now expects second-half production to be approximately 20% to 30% higher than the first half and narrowed its full-year production guidance to 99-105 mmboe.
Second-quarter sales revenue increased 6% quarter-on-quarter to $1.35 billion. First-half free cash flow from operations reached about $378 million but was weighed down by one-off commissioning costs at Barossa and Pikka, the timing of LNG cargo receipts, and temporary under-lift positions in Papua New Guinea. The company said these factors are expected to reverse during the second half, supporting stronger cash generation.
Santos also expects higher LNG prices to boost earnings after realizing $11.21 per mmBtu during the quarter. Because most of its LNG contracts are linked to the ******* an Crude ******* tail (JCC) benchmark with a three-month pricing lag, the rise in JCC prices above $100 per barrel during the second quarter is expected to lift realized LNG prices in the third quarter.

#half #cash

What happened: Supermicro (SMCI) stock jumped 24% in early trading on Wednesday.
What's behind the move: The AI server maker said after Tuesday's market close that it expects gross margins to nearly double as it works through a record order backlog in the coming quarters.
"Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026," said the company in its business update.
Supermicro said it expects its gross margin to be in the range of 15% to 17%, significantly higher than the company's prior guidance of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."

#supermicro #Stock

Jul. 23— On Wednesday the Meadow Greens — Ramsey Ladies Golf Club held their "Mid-Summer Slump" tournament. The round was a basic 18-hole low-gross, low-net game. Handicaps were taken off at the end of the round.
The low-gross winner with a score of 87 was Chris Swatfager. First low-net was Pat Busker with a 72, second low-net was Nancy Wesely shooting a 73, third low-net went to Mary Jo Swoboda with a 74, fourth low-net with a score of 75 was Carmel Taylor, and fifth low-net went to Joyce Anderson with a 76.

#round

Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion **** yst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; rather, it was repricing how much profit Supermicro might extract from them.
Supermicro now expects both GAAP and non-GAAP gross margins of 15% to 17%, almost twice its previous 8.2% to 8.4% forecast. At $11 billion of revenue, the new range implies roughly $1.65 billion to $1.87 billion of gross profit, compared with $902 million to $924 million under the old forecast. Even the low end of the new range exceeds the high end of the old one by about $726 million.
The reversal follows gross margins of only 6.3% in fiscal Q2 and 9.9% in Q3. Management attributed it to favorable customer and product mix. That can explain one quarter, but not yet a durable change. Mix can reverse quickly.
Copyright: ralwel / 123RF Stock Photo
Supermicro received more than $60 billion of new orders during fiscal Q4 and ended the year with record backlog. The orders are expected to ship over future quarters, giving the company strong demand visibility despite revenue landing near the bottom of its current-quarter guidance. Supermicro's immediate challenge would be converting high demand into revenue without sacrificing its improved margins.

#billion #revenue

Super Micro Computer says that business is booming and profitability is improving. Investors like the sound of that.
Shares of Supermicro (SMCI), as the company is commonly known, jumped 22% to $31 in early trading Wednesday after the server maker said it expects to report gross margins of between 15% and 17% for its fiscal fourth quarter, which ended on June 30. That's a steep increase over the company's previous guidance of 8.2% to 8.4%.
In a preliminary business update released late Tuesday, Supermicro estimated that revenue for the quarter will be closer to the low end of its previous forecast range of $11 billion to $12.5 billion. However, the company said that new orders in the period exceeded $60 billion, putting its backlog at a record level, indicating that the outlook for the coming quarters is strong.
The rosy view on margins from Supermicro gave shares of rival server makers a boost in early trading Wednesday. Hewlett Packard Enterprise (HPE) rose 5%, while Dell Technologies (DELL) jumped 8%, on an otherwise sluggish morning for U.S. stocks.
Coming into Wednesday's session, Supermicro shares had lost nearly 50% over the past year. The stock, which traded above $110 in early 2024 amid optimism about the role the company would play in the AI data center boom, has slumped in recent years amid investor concerns about accounting irregularities and corporate governance.

#wednesday #dell

Super Micro Computer surged early Wednesday after releasing preliminary fiscal fourth-quarter figures. AI server rivals Dell Technologies and Hewlett Packard Enterprise also rallied.
After Tuesday's close, Super Micro Computer (SMCI), or Supermicro said fiscal fourth-quarter revenue will be at the low end of its guidance for $11 billion-$12.5 billion, below consensus. The ***** yst consensus for Supermicro revenue is $11.7 billion.
But the AI server maker said Q4 gross margins will be 15%-17%, roughly double the prior target of 8.2%-8.4%.
Supermicro also said it had more than $60 billion in near orders in Q4, lifting its backlog to a record.
Super Micro stock surged 23% Wednesday morning, pushing SMCI toward its 50-day and 200-day lines,.

#surged

Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its guidance.
The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion. Wall Street ***** ysts had been expecting revenue of about $11.73 billion.
Supermicro estimated GAAP and non-GAAP gross margins of 15% to 17%, well above its prior guidance of 8.2% to 8.4%. The company attributed the improvement primarily to a favorable customer and product mix.
The company also reported receiving more than $60 billion in new orders during the quarter, lifting its backlog to a record level at the end of fiscal 2026. Supermicro said the orders are expected to be delivered over future quarters.
Supermicro said it will release its complete Q4 fiscal 2026 financial results on August 11.

#revenue #guidance

Super Micro Computer (SMCI) stock is spiking more than 20% in early market trading today after issuing a strong fourth-quarter business update yesterday. The solid Q4 update indicates that the artificial intelligence (AI)-driven demand remains robust.
While Super Micro's revenue is expected to land near the low end of management's guidance, profitability is projected to remain solid. For the fourth quarter of fiscal 2026, Super Micro expects revenue near the lower end of the guidance of approximately $11.0 billion to $12.5 billion. The biggest surprise, however, came on the margins front. SMCI now expects adjusted gross margins of 15% to 17%, nearly double its earlier guidance of 8.2% to 8.4%, driven primarily by a favorable customer and product mix.
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#guidance #Stock #billion #fourth

Interested in monday.com Ltd.? Here are five stocks we like better.
Monday.com's stock has fallen more than 70% on fears that AI coding tools will make its workflow software obsolete, despite recent gains since April.
Recent earnings show revenue grew 24% year-over-year with record operating profit and gross retention, contradicting the bearish narrative about AI disruption.
Monday.com is embracing agentic AI through a new seats-plus-credits pricing model, a $550 million buyback, and trades at a much lower valuation than last year.
Few stocks have taken as brutal a beating from AI disruption fears as Monday.com (NASDAQ: MNDY). Its shares have fallen over 70% from last year's high and are currently trading below $80.

#stocks #last

Paige Spiranac criticized what she termed gatekeeping in golf, where the game was being discouraged from growing and there were belittling attitudes towards newbies.
In her tweet, Spiranac argued that one who truly loves golf should embrace the development of the sport through education and community, but not exclusivity and arrogance.
“I love golf. I want everyone to play, and I’m excited about all the new people getting into the game,” Spiranac wrote. “I feel that should be the attitude everyone should have if you truly love the game.”
She also expressed displeasure at the criticism of the sport’s new generation of fans.
“I’m so tired of hearing ‘shrink’ and hating on this new culture of golf fans,” she wrote. “This condescending and belittling behavior of new golfers is gross to me. You’re not better than someone else or morally superior because you’ve played longer.”

#game #belittling #truly

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July 21, 2026 5:48 pm ET
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Super Micro Computer’s SMCI 19.84%
increase; up pointing triangle
gross margins in the fourth quarter will be around twice as high as previously forecast, sending shares higher after-hours.

#smci

Twilio Inc (NYSE:TWLO) is expected to deliver second quarter results that exceed expectations on revenue and operating income, with investors likely to focus on whether the communications software company's gross profit growth can remain in the mid-teens during the second half of the year, according to Jefferies ******* ysts.
Ahead of Twilio's August 6 earnings release, Jefferies wrote that it expects the company to post revenue and operating income above expectations, although it does not anticipate the same degree of outperformance as in the first quarter.
The firm added that while business fundamentals remain strong, the stock's premium valuation and heavy investor positioning could limit upside unless Twilio significantly raises its outlook.
Jefferies forecasts second-quarter revenue of $1.427 billion, up 16% year over year and broadly in line with consensus expectations and the company's guidance range of $1.42 billion to $1.43 billion.
The firm expects gross profit of $684 million, implying a gross margin of 47.9%, compared with consensus expectations of $690 million and a 48.3% margin. It projects operating income of $255 million, or a 17.9% operating margin, and earnings per share of $1.30, versus Wall Street expectations of $258 million in operating income and EPS of $1.33.

#expectations