8 days ago
Luciano Spalletti said that Juventus players need to look at themselves after Gleison Bremer criticised his teammates for not showing enough character in Sunday's 3-0 Serie A defeat against Lazio, but says that he will be doing the same of himself: 'I need to ask myself questions and find the answers'.
The tension is palpable in Juventus circles following Sunday's 3-0 defeat at home against Lazio, which has left the Bianconeri eight points off the league leaders after just seven matches. They are currently worse off in terms of points than they were at the same stage of the 2025-26 season, just before Igor Tudor was dismissed from his position as head coach.
TURIN, ITALY – OCTOBER 18: Oliver Provstgaard Nielsen of SS Lazio scores the opening goal during the Serie A match between Juventus and SS Lazio at Allianz Stadium on October 18, 2026 in Turin, Italy. (Photo by Valerio Pennicino/Getty Images)
It was a miserable evening for Juventus supporters, some of whom turned on each other and began fighting in the stands. They were heavily criticised in Monday morning's newspapers and defender Bremer also chastised his teammates, claiming 'I can't carry everyone'.
"It is true, the coach gives indications, but we are the ones who need to put it into action on the field," said the Juventus defender after full-time on Sunday.
#juventus #turin #october
The tension is palpable in Juventus circles following Sunday's 3-0 defeat at home against Lazio, which has left the Bianconeri eight points off the league leaders after just seven matches. They are currently worse off in terms of points than they were at the same stage of the 2025-26 season, just before Igor Tudor was dismissed from his position as head coach.
TURIN, ITALY – OCTOBER 18: Oliver Provstgaard Nielsen of SS Lazio scores the opening goal during the Serie A match between Juventus and SS Lazio at Allianz Stadium on October 18, 2026 in Turin, Italy. (Photo by Valerio Pennicino/Getty Images)
It was a miserable evening for Juventus supporters, some of whom turned on each other and began fighting in the stands. They were heavily criticised in Monday morning's newspapers and defender Bremer also chastised his teammates, claiming 'I can't carry everyone'.
"It is true, the coach gives indications, but we are the ones who need to put it into action on the field," said the Juventus defender after full-time on Sunday.
#juventus #turin #october
8 days ago
Dallas Cowboys RB Javonte Williams ran the ball 11 times for 41 yards and a touchdown versus the Green Bay Packers in Week 6. Williams added nine yards on a pair of receptions.
SOURCE: USA TODAY
Why It Matters: Forced to play from behind for much of Sunday night, the Cowboys never got Williams as involved as they would've liked. The back finished with 50 yards on 13 touches, both of which set or matched season lows. The silver lining was Williams punching it in for his eighth touchdown of the season. Dallas unquestionably has some playmakers on offense, and Williams is the undisputed lead back in Big D. That affords him RB1 potential each week, though he's performing more like an RB2 right now -- one that's relying heavily on touchdowns to generate value.
This article originally appeared on USA TODAY: Javonte Williams finds the end zone on SNF
#yards
SOURCE: USA TODAY
Why It Matters: Forced to play from behind for much of Sunday night, the Cowboys never got Williams as involved as they would've liked. The back finished with 50 yards on 13 touches, both of which set or matched season lows. The silver lining was Williams punching it in for his eighth touchdown of the season. Dallas unquestionably has some playmakers on offense, and Williams is the undisputed lead back in Big D. That affords him RB1 potential each week, though he's performing more like an RB2 right now -- one that's relying heavily on touchdowns to generate value.
This article originally appeared on USA TODAY: Javonte Williams finds the end zone on SNF
#yards
20 days ago
In her latest Instagram montage, pregnant Ciara treats maternity wear as a fashion playground, moving from slouchy streetwear to sheer black lace in under 20 seconds. Throughout the video, Ciara keeps her baby **** p front and center, and the pregnant styling never feels like an afterthought. Some of her looks drape the **** p in oversized layers, while others put it fully on display.
Ciara owns maternity fashion, and she showcases it with confidence on her social media. The clip plays over "Yes (ATL)", Ciara's single with Young Dro. Her caption reads, "Baby, you a Boss not a Wannabe."
The montage opens with a relaxed look. Ciara wears a black sleeveless zip-up vest over loose black shorts with white side stripes, while chunky black boots and dark sunglasses complete the outfit.
Next comes a sleeker option. Ciara, visibly pregnant here, wears a soft grey maxi dress that traces her baby **** p before flaring outwards at the hem. A faded denim jacket rests on her shoulders, and a chunky chain-link necklace adds edge to the outfit. She also wears a pair of sunglasses and cradles her **** p.
A heavily pregnant Ciara then shows that maternity fashion can lean into grunge as easily as glamor. Her third look is tailored and understated. The 40-year-old poses in a stone courtyard, wearing a black **** on-up shirt, a black miniskirt, and dark loafers.
#ciara #fashion #look
Ciara owns maternity fashion, and she showcases it with confidence on her social media. The clip plays over "Yes (ATL)", Ciara's single with Young Dro. Her caption reads, "Baby, you a Boss not a Wannabe."
The montage opens with a relaxed look. Ciara wears a black sleeveless zip-up vest over loose black shorts with white side stripes, while chunky black boots and dark sunglasses complete the outfit.
Next comes a sleeker option. Ciara, visibly pregnant here, wears a soft grey maxi dress that traces her baby **** p before flaring outwards at the hem. A faded denim jacket rests on her shoulders, and a chunky chain-link necklace adds edge to the outfit. She also wears a pair of sunglasses and cradles her **** p.
A heavily pregnant Ciara then shows that maternity fashion can lean into grunge as easily as glamor. Her third look is tailored and understated. The 40-year-old poses in a stone courtyard, wearing a black **** on-up shirt, a black miniskirt, and dark loafers.
#ciara #fashion #look
20 days ago
In her latest Instagram montage, pregnant Ciara treats maternity wear as a fashion playground, moving from slouchy streetwear to sheer black lace in under 20 seconds. Throughout the video, Ciara keeps her baby ****** p front and center, and the pregnant styling never feels like an afterthought. Some of her looks drape the ****** p in oversized layers, while others put it fully on display.
Ciara owns maternity fashion, and she showcases it with confidence on her social media. The clip plays over "Yes (ATL)", Ciara's single with Young Dro. Her caption reads, "Baby, you a Boss not a Wannabe."
The montage opens with a relaxed look. Ciara wears a black sleeveless zip-up vest over loose black shorts with white side stripes, while chunky black boots and dark sunglasses complete the outfit.
Next comes a sleeker option. Ciara, visibly pregnant here, wears a soft grey maxi dress that traces her baby ****** p before flaring outwards at the hem. A faded denim jacket rests on her shoulders, and a chunky chain-link necklace adds edge to the outfit. She also wears a pair of sunglasses and cradles her ****** p.
A heavily pregnant Ciara then shows that maternity fashion can lean into grunge as easily as glamor. Her third look is tailored and understated. The 40-year-old poses in a stone courtyard, wearing a black ****** on-up shirt, a black miniskirt, and dark loafers.
#baby #montage
Ciara owns maternity fashion, and she showcases it with confidence on her social media. The clip plays over "Yes (ATL)", Ciara's single with Young Dro. Her caption reads, "Baby, you a Boss not a Wannabe."
The montage opens with a relaxed look. Ciara wears a black sleeveless zip-up vest over loose black shorts with white side stripes, while chunky black boots and dark sunglasses complete the outfit.
Next comes a sleeker option. Ciara, visibly pregnant here, wears a soft grey maxi dress that traces her baby ****** p before flaring outwards at the hem. A faded denim jacket rests on her shoulders, and a chunky chain-link necklace adds edge to the outfit. She also wears a pair of sunglasses and cradles her ****** p.
A heavily pregnant Ciara then shows that maternity fashion can lean into grunge as easily as glamor. Her third look is tailored and understated. The 40-year-old poses in a stone courtyard, wearing a black ****** on-up shirt, a black miniskirt, and dark loafers.
#baby #montage
21 days ago
The government has spent at least $2.5 million on the ads.
President Donald Trump said Monday night that he will no longer use taxpayer funds to pay for a multimillion-dollar pro-Trump ad blitz ahead of the midterm elections, saying his super PAC will now pay for them.
While he dismissed criticism of the ads as "a rather standard thing to do," he said he had decided to run them on his own dime rather than that of the U.S. government in a post on his social media platform.
"I have decided to do the Patriotic Ads, among others, and pay for them myself, and with money I raised for MAGA, Inc," Trump wrote, referring to his super PAC.
The move comes after the U.S. government bankrolled a series of ads that aired nationally and heavily featured the president. One of the ads was a direct copy of a spot Trump's campaign ran in 2024.
#Trump #president #super #MAGA
President Donald Trump said Monday night that he will no longer use taxpayer funds to pay for a multimillion-dollar pro-Trump ad blitz ahead of the midterm elections, saying his super PAC will now pay for them.
While he dismissed criticism of the ads as "a rather standard thing to do," he said he had decided to run them on his own dime rather than that of the U.S. government in a post on his social media platform.
"I have decided to do the Patriotic Ads, among others, and pay for them myself, and with money I raised for MAGA, Inc," Trump wrote, referring to his super PAC.
The move comes after the U.S. government bankrolled a series of ads that aired nationally and heavily featured the president. One of the ads was a direct copy of a spot Trump's campaign ran in 2024.
#Trump #president #super #MAGA
21 days ago
One of the secrets of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) and its success in the stock market has been its focus on value. Whether led by former Chief Executive Officer Warren Buffett or its current leader, Greg Abel, Berkshire has always focused on buying stocks when they are significantly below their intrinsic value.
On top of that, Berkshire's management team has sought companies that have significant advantages over their competitors -- an economic moat -- operating in a mature industry with reliable cash flow.
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 »
That strategy has helped Berkshire Hathaway build an investment portfolio valued at about $350 billion -- and generate returns that averaged 19.7% during the past 60 years, nearly double the S&P 500's (SNPINDEX: ^GSPC) return.
In today's go-go market, which is focused so heavily on artificial intelligence, machine learning, and other technological advances, it's easy to forget that there are some great value stocks available -- and at comparatively dirt cheap prices. Three such stocks currently in Berkshire's portfolio are American Express (NYSE: AXP), The New York Times Company (NYSE: NYT), and DaVita (NYSE: DVA). Here's the case for buying and holding each of them right now.
#NVIDIA #value #stocks
On top of that, Berkshire's management team has sought companies that have significant advantages over their competitors -- an economic moat -- operating in a mature industry with reliable cash flow.
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 »
That strategy has helped Berkshire Hathaway build an investment portfolio valued at about $350 billion -- and generate returns that averaged 19.7% during the past 60 years, nearly double the S&P 500's (SNPINDEX: ^GSPC) return.
In today's go-go market, which is focused so heavily on artificial intelligence, machine learning, and other technological advances, it's easy to forget that there are some great value stocks available -- and at comparatively dirt cheap prices. Three such stocks currently in Berkshire's portfolio are American Express (NYSE: AXP), The New York Times Company (NYSE: NYT), and DaVita (NYSE: DVA). Here's the case for buying and holding each of them right now.
#NVIDIA #value #stocks
22 days ago
Kim Kardashian is pulling back the curtain on what it takes to raise four children while juggling her sprawling business empire and life in the spotlight, revealing that she employs five nannies to help keep her busy household running.
The 45-year-old reality TV star and entrepreneur opened up about her parenting routine during a recent interview with the Sunday Times, admitting that she has one nanny working at a time, while four others rotate in and out.
Kardashian shares daughters North, 13, and Chicago, 8, and sons Saint, 10, and Psalm, 7, with her ex-husband, Kanye West.
Despite having plenty of help on hand, the Skims founder insisted that she remains heavily involved in her children's everyday lives, from getting them to and from school to sitting down for dinner together.
"I am an intermediate-strict parent," Kardashian explained. "I'm extremely patient and loving. I still have a kid sleep in my bed when they want. I read books with the kids every night."
#four #Chicago #saint
The 45-year-old reality TV star and entrepreneur opened up about her parenting routine during a recent interview with the Sunday Times, admitting that she has one nanny working at a time, while four others rotate in and out.
Kardashian shares daughters North, 13, and Chicago, 8, and sons Saint, 10, and Psalm, 7, with her ex-husband, Kanye West.
Despite having plenty of help on hand, the Skims founder insisted that she remains heavily involved in her children's everyday lives, from getting them to and from school to sitting down for dinner together.
"I am an intermediate-strict parent," Kardashian explained. "I'm extremely patient and loving. I still have a kid sleep in my bed when they want. I read books with the kids every night."
#four #Chicago #saint
24 days ago
Léa Seydoux has turned her relationship with Louis Vuitton into one of the most recognizable partnerships on the red carpet. The French actress became an ambassador for the fashion house in 2016, and its designs have accompanied her to film festivals, premieres and major awards ceremonies ever since. Her wardrobe can move from sharp tailoring to elaborate crystal covered gowns without losing its distinctive character. Classic French elegance remains at the center, but unexpected shapes, textures and details keep the looks contemporary. Over the years, Seydoux has shown just how versatile a long term relationship between an actress and a fashion house can become.
At the 2018 Cannes Film Festival, Seydoux demonstrated that versatility through several contrasting looks. For the premiere of Under the Silver Lake, she selected an off the shoulder Louis Vuitton column gown featuring a bold geometric pattern. At the screening of Girls of the Sun, she wore another fitted design with a high slit and dramatic neckline. That appearance carried additional significance as Seydoux joined dozens of women on the Cannes steps in a demonstration calling attention to gender inequality within the film industry.
Returning to Cannes in 2019 for Oh Mercy!, Seydoux moved away from the traditional evening gown. Tailored blue trousers, a fitted printed top and a defined waist created a polished alternative to conventional premiere dressing. Red lipstick and Chopard jewelry completed a look that felt sophisticated without relying on elaborate volume.
Her formalwear became increasingly dramatic at subsequent events. At the 2020 Academy Awards, Seydoux appeared in a sculptural white Louis Vuitton gown with a plunging neckline and heavily pleated skirt. For the Vanity Fair celebration afterward, she changed into a flowing red dress. At the 2021 premiere of No Time to Die, she embraced even greater spectacle in a shimmering silver Louis Vuitton cape gown covered with crystals.
The 2022 BAFTA Awards produced another intricate creation. Seydoux wore a strapless black velvet Louis Vuitton gown with a sparkling embellished skirt, continuing her preference for silhouettes that combine simple lines with labor intensive detailing.
#seydoux #cannes #premiere
At the 2018 Cannes Film Festival, Seydoux demonstrated that versatility through several contrasting looks. For the premiere of Under the Silver Lake, she selected an off the shoulder Louis Vuitton column gown featuring a bold geometric pattern. At the screening of Girls of the Sun, she wore another fitted design with a high slit and dramatic neckline. That appearance carried additional significance as Seydoux joined dozens of women on the Cannes steps in a demonstration calling attention to gender inequality within the film industry.
Returning to Cannes in 2019 for Oh Mercy!, Seydoux moved away from the traditional evening gown. Tailored blue trousers, a fitted printed top and a defined waist created a polished alternative to conventional premiere dressing. Red lipstick and Chopard jewelry completed a look that felt sophisticated without relying on elaborate volume.
Her formalwear became increasingly dramatic at subsequent events. At the 2020 Academy Awards, Seydoux appeared in a sculptural white Louis Vuitton gown with a plunging neckline and heavily pleated skirt. For the Vanity Fair celebration afterward, she changed into a flowing red dress. At the 2021 premiere of No Time to Die, she embraced even greater spectacle in a shimmering silver Louis Vuitton cape gown covered with crystals.
The 2022 BAFTA Awards produced another intricate creation. Seydoux wore a strapless black velvet Louis Vuitton gown with a sparkling embellished skirt, continuing her preference for silhouettes that combine simple lines with labor intensive detailing.
#seydoux #cannes #premiere
24 days ago
This summer, we took a family vacation to Oregon to hike in the Pacific Northwest. Not surprisingly, we saw a bunch of people decked out in clothing made by Columbia, the huge sportswear company founded in Portland in 1938, and named for the nearby river.
We also saw a lot of people wearing Patagonia clothes. Named after the vast geographic region at the southern tip of South America, shared by Argentina and Chile, Patagonia was founded by climber Yvon Chouinard in 1973 to provide durable climbing equipment and outdoor wear. The company heavily supports environmental causes and donates profits from the sale of their jackets, fleeces and other gear to ecological protection. The company even sued President Trump in 2017, for shrinking federal lands protections.
In addition to environmental causes, Patagonia has also championed the LGBTQ community by partnering with the Human Rights Campaign to oppose state legislation targeting their rights. This summer, though, the company sued one member of that community.
Wyn Wiley is an activist from Bend, Oregon, who focuses on environmental and LGBTQ+ issues, promoting acceptance of queer identities in the environmentalist and outdoors communities, and promoting awareness of climate change and its effects.
In October of 2018, Wiley created the character Pattie Gonia and produced short-form outdoors activism content on Instagram and TikTok, while dressing in drag. The first posted video garnered more than 100 million views. Pattie Gonia has 1.8 million Instagram followers and claims to have raised $3.7 million for environmental causes, including $1 million raised last year on a 100-mile hike. In 2022, Pattie Gonia partnered with The North Face, another outdoor gear juggernaut, for their 2022 "Summer of Pride" series, which consisted of outdoor community-building events focused on local LGBTQ+ engagement and acceptance.
#lgbtq #summer
We also saw a lot of people wearing Patagonia clothes. Named after the vast geographic region at the southern tip of South America, shared by Argentina and Chile, Patagonia was founded by climber Yvon Chouinard in 1973 to provide durable climbing equipment and outdoor wear. The company heavily supports environmental causes and donates profits from the sale of their jackets, fleeces and other gear to ecological protection. The company even sued President Trump in 2017, for shrinking federal lands protections.
In addition to environmental causes, Patagonia has also championed the LGBTQ community by partnering with the Human Rights Campaign to oppose state legislation targeting their rights. This summer, though, the company sued one member of that community.
Wyn Wiley is an activist from Bend, Oregon, who focuses on environmental and LGBTQ+ issues, promoting acceptance of queer identities in the environmentalist and outdoors communities, and promoting awareness of climate change and its effects.
In October of 2018, Wiley created the character Pattie Gonia and produced short-form outdoors activism content on Instagram and TikTok, while dressing in drag. The first posted video garnered more than 100 million views. Pattie Gonia has 1.8 million Instagram followers and claims to have raised $3.7 million for environmental causes, including $1 million raised last year on a 100-mile hike. In 2022, Pattie Gonia partnered with The North Face, another outdoor gear juggernaut, for their 2022 "Summer of Pride" series, which consisted of outdoor community-building events focused on local LGBTQ+ engagement and acceptance.
#lgbtq #summer
25 days ago
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
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
26 days ago
Pete Davidson reflected on his struggle with addiction and said he was using drugs heavily in the summer of 2023
He said an emotional FaceTime call from his mother motivated him to seek treatment and focus on sobriety
Davidson added that becoming a father helped him avoid drugs as he raises his daughter, Scottie, whom he shares with ex Elsie Hewitt
Pete Davidson is reflecting on how "scary" his past drug use was and his journey to sobriety.
In an interview with Variety, published Wednesday, Sept. 30, the 32-year-old comedian and actor opened up about a particularly difficult time in the summer of 2023, which ultimately led him to pursue treatment.
#davidson #pete #hewitt
He said an emotional FaceTime call from his mother motivated him to seek treatment and focus on sobriety
Davidson added that becoming a father helped him avoid drugs as he raises his daughter, Scottie, whom he shares with ex Elsie Hewitt
Pete Davidson is reflecting on how "scary" his past drug use was and his journey to sobriety.
In an interview with Variety, published Wednesday, Sept. 30, the 32-year-old comedian and actor opened up about a particularly difficult time in the summer of 2023, which ultimately led him to pursue treatment.
#davidson #pete #hewitt
26 days ago
RM for RM x SFMOMA Between You and Me
While many know RM as a member of the global sensation BTS, his fandom, known as ARMY, and those in the art world know another side of him: RM, real name Kim Namjoon, is an art collector – and now curator.
He, alongside exhibition co-curators América Castillo and Hyoeun Kim of San Francisco Museum of Modern Art, is now ready to show his personal art collection in RM x SFMOMA: Between You and Me.
Over the past few years, museums have faced low attendance, lost federal grants, and reduced funding. Museums have had to strategize what exhibitions people want to see, how to increase membership, and how to introduce art to the masses. Castillo says there have been more projects that the museum has taken on that have "pushed that boundary, even within their section of the art world." She had previously worked on a project called "Art of Noise" that focused heavily on music.
"It was the accumulation of those moments within the art world [that] there might actually be an appetite," Castillo states. "Then there was an internal opening, calling for ideas, and I just didn't hesitate saying, 'We should work with RM'."
#World #sfmoma #know #hyoeun
While many know RM as a member of the global sensation BTS, his fandom, known as ARMY, and those in the art world know another side of him: RM, real name Kim Namjoon, is an art collector – and now curator.
He, alongside exhibition co-curators América Castillo and Hyoeun Kim of San Francisco Museum of Modern Art, is now ready to show his personal art collection in RM x SFMOMA: Between You and Me.
Over the past few years, museums have faced low attendance, lost federal grants, and reduced funding. Museums have had to strategize what exhibitions people want to see, how to increase membership, and how to introduce art to the masses. Castillo says there have been more projects that the museum has taken on that have "pushed that boundary, even within their section of the art world." She had previously worked on a project called "Art of Noise" that focused heavily on music.
"It was the accumulation of those moments within the art world [that] there might actually be an appetite," Castillo states. "Then there was an internal opening, calling for ideas, and I just didn't hesitate saying, 'We should work with RM'."
#World #sfmoma #know #hyoeun
26 days ago
Rebel Wilson is facing a new sanctions motion in her Los Angeles defamation battle with three producers of The Deb.
Amanda Ghost, Gregor Cameron and Vince Holden accuse Wilson of giving false sworn testimony, withholding documents and mishandling evidence during pretrial discovery. Their lawyers characterize the alleged conduct as a "fraud on the court" and are asking Judge Thomas Long to impose penalties.
Wilson's attorney, Allyson Katherine Thompson, disputes the accusations. She told MyNewsLA that the motion is another attempt to malign Wilson and described it as "gamesmanship" in a heavily contested case.
The sanctions motion is scheduled for an Oct. 22 hearing. The producers' underlying defamation case against Wilson is currently scheduled for trial in Los Angeles in January 2027.
One of the examples in the motion concerns a demand letter tied to the dispute.
#amanda
Amanda Ghost, Gregor Cameron and Vince Holden accuse Wilson of giving false sworn testimony, withholding documents and mishandling evidence during pretrial discovery. Their lawyers characterize the alleged conduct as a "fraud on the court" and are asking Judge Thomas Long to impose penalties.
Wilson's attorney, Allyson Katherine Thompson, disputes the accusations. She told MyNewsLA that the motion is another attempt to malign Wilson and described it as "gamesmanship" in a heavily contested case.
The sanctions motion is scheduled for an Oct. 22 hearing. The producers' underlying defamation case against Wilson is currently scheduled for trial in Los Angeles in January 2027.
One of the examples in the motion concerns a demand letter tied to the dispute.
#amanda
1 month ago
On September 9, 2026, Reuters reported that CEO Brian Niccol's first two years as Starbucks Corporation (NASDAQ:SBUX) CEO have succeeded in bringing customers back to the coffee chain. Comparable sales rose 7.9% in the fiscal third quarter for a fourth straight quarter of improvement, but his "Back to Starbucks" restructuring has raised costs and squeezed margins along the way. Global operating margin has fallen to 12.9% from 15.8% two years earlier. Niccol, who marks his second anniversary in the role, now faces pressure to convert the sales recovery into the sustainable profit growth investors are demanding.
Niccol's turnaround strategy has already restored customer momentum at Starbucks Corporation (NASDAQ:SBUX). The "Back to Starbucks" strategy reversed six consecutive quarters of declining comparable sales as the company focused on reducing wait times, simplifying menus, improving store ambiance, and increasing staffing. Starbucks has moved beyond the sales deterioration that preceded Niccol's tenure. It gives investors a stronger foundation for the next phase of the turnaround. If management can sustain traffic gains while improving productivity, the sales recovery could provide a path toward stronger earnings growth.
The China joint venture with Boyu Capital gives Starbucks a more capital-efficient way to participate in China's growth. Starbucks sold control of its China retail operations to Boyu. It retained a 40% stake and continues to own and license its brand and intellectual property. The structure reduces Starbucks' direct capital requirements while allowing it to retain economic exposure to the Chinese market. Reuters cited ****** ysts who said the arrangement leaves Starbucks well positioned to convert stronger organic sales growth into profit growth, which could support returns as the recovery progresses.
Starbucks now has an opportunity to turn its customer investments into margin expansion. The firm committed at least $500 million toward labor as part of the restructuring. Niccol prioritized staffing and store improvements to rebuild the customer experience. That spending helped help the sales recovery. But it also pushed global operating margins down to 12.9% from 15.8% over two years. With sales now improving, management can focus more heavily on productivity, cost control, and operating leverage. It creates an opportunity for stronger earnings if it can improve margins without damaging customer traffic.
Labor tensions could undermine Starbucks Corporation (NASDAQ:SBUX)' recovery and keep costs elevated. Starbucks has yet to reach a first contract with its U.S. barista union. The union called for a consumer boycott in August. Negotiations or labor actions could disrupt store operations, increase labor costs, and create reputational pressure just as Starbucks tries to improve profitability. Therefore, investors face a risk that labor issues could offset some of the productivity gains management needs to expand margins.
#
Niccol's turnaround strategy has already restored customer momentum at Starbucks Corporation (NASDAQ:SBUX). The "Back to Starbucks" strategy reversed six consecutive quarters of declining comparable sales as the company focused on reducing wait times, simplifying menus, improving store ambiance, and increasing staffing. Starbucks has moved beyond the sales deterioration that preceded Niccol's tenure. It gives investors a stronger foundation for the next phase of the turnaround. If management can sustain traffic gains while improving productivity, the sales recovery could provide a path toward stronger earnings growth.
The China joint venture with Boyu Capital gives Starbucks a more capital-efficient way to participate in China's growth. Starbucks sold control of its China retail operations to Boyu. It retained a 40% stake and continues to own and license its brand and intellectual property. The structure reduces Starbucks' direct capital requirements while allowing it to retain economic exposure to the Chinese market. Reuters cited ****** ysts who said the arrangement leaves Starbucks well positioned to convert stronger organic sales growth into profit growth, which could support returns as the recovery progresses.
Starbucks now has an opportunity to turn its customer investments into margin expansion. The firm committed at least $500 million toward labor as part of the restructuring. Niccol prioritized staffing and store improvements to rebuild the customer experience. That spending helped help the sales recovery. But it also pushed global operating margins down to 12.9% from 15.8% over two years. With sales now improving, management can focus more heavily on productivity, cost control, and operating leverage. It creates an opportunity for stronger earnings if it can improve margins without damaging customer traffic.
Labor tensions could undermine Starbucks Corporation (NASDAQ:SBUX)' recovery and keep costs elevated. Starbucks has yet to reach a first contract with its U.S. barista union. The union called for a consumer boycott in August. Negotiations or labor actions could disrupt store operations, increase labor costs, and create reputational pressure just as Starbucks tries to improve profitability. Therefore, investors face a risk that labor issues could offset some of the productivity gains management needs to expand margins.
#
1 month ago
Vera Bradley, Inc. (NASDAQ:VRA) reported on September 15 that fiscal 2027 second-quarter revenue from continuing operations increased 1.1% to $71.6 million. For the quarter ended August 1, 2026, GAAP operating income from continuing operations reached $4.2 million, compared with a $4.6 million loss a year earlier.
However, gross profit included a $7.7 million tariff refund relating to prior-period imports. Subtracting that benefit from reported operating income, with all other items unchanged, produces an illustrative operating loss of approximately $3.5 million and an operating margin of negative 4.9%.
The quarter therefore shows improving customer demand alongside an earnings recovery that still depends heavily on refunds.
Direct-channel performance gives Vera Bradley, Inc. (NASDAQ:VRA) tangible evidence of customer traction. Direct revenue increased 8.0% to $65.4 million, while comparable sales rose 9.2%. Management attributed the comparable-sales improvement to better e-commerce conversion and higher average transaction values across direct channels.
That combination matters because stronger conversion means more shoppers complete purchases, while larger transactions support revenue without requiring equivalent growth in customer traffic. Continued momentum could help spread store, distribution, and corporate costs across a larger sales base.
#bradley
However, gross profit included a $7.7 million tariff refund relating to prior-period imports. Subtracting that benefit from reported operating income, with all other items unchanged, produces an illustrative operating loss of approximately $3.5 million and an operating margin of negative 4.9%.
The quarter therefore shows improving customer demand alongside an earnings recovery that still depends heavily on refunds.
Direct-channel performance gives Vera Bradley, Inc. (NASDAQ:VRA) tangible evidence of customer traction. Direct revenue increased 8.0% to $65.4 million, while comparable sales rose 9.2%. Management attributed the comparable-sales improvement to better e-commerce conversion and higher average transaction values across direct channels.
That combination matters because stronger conversion means more shoppers complete purchases, while larger transactions support revenue without requiring equivalent growth in customer traffic. Continued momentum could help spread store, distribution, and corporate costs across a larger sales base.
#bradley
1 month ago
Ahead of the release of Zach Cregger's reboot today, there were already seven Resident Evil movies — six of them in a more action-oriented series starring Milla Jovovich, four of which were directed by her husband, Paul W.S. Anderson, plus an unrelated "reboot" in 2021 called Welcome to Raccoon City that went for more of a John Carpenter vibe and was an attempt to truly "adapt" the games. There's also a Netflix TV show version that ran for a single season in 2022. Countless other works in the horror genre have unofficially cribbed from the Resident Evil games over the years. It's an incredibly influential series.
And yet, Zach Cregger, hot off his Oscar-winning original horror film Weapons, is the first filmmaker to truly feel like he's adapting the experience of playing the games, arguably the scariest survival-horror ones ever made, rather than simply incorporating story and plot elements to explain the outbreak of infected people. In Cregger's hands, Resident Evil is pure crowd-pleasing popcorn cinema, best experienced in a packed movie theater with dozens of other people reacting loudly to the madness.
The premise couldn't be simpler — and the runtime a brisk 90ish minutes — as we follow a medical courier named Bryan (Austin Abrams, proving himself to be the Bruce Campbell for a new generation) who unwittingly finds himself fighting for survival as one fateful, horrifying night collapses around him in a swirl of chaos. Fans of the video games will recognize various easter eggs and nods to game mechanics, including the importance of conserving ammo and checking every last drawer for more of it.
But you don't need to be familiar with the games at all to enjoy the movie, which is an efficient horror set-piece machine that just keeps putting Abrams in increasingly concerning situations. I can't stress enough how much this is a one-man show anchored by Abrams, and he crushes it. He's in every scene, earning tons of laughs simply by reacting as a normal person would in this situation; he's a true audience-surrogate character, ushering us through the chaos. His comedic timing, paired with Cregger's ****** ured camerawork and editing, is a match made in genre-movie heaven.
I didn't expect it to be so heavily inspired by genre classics like The Thing and Evil Dead. In fact, it's a better Evil Dead movie than the last several movies with "Evil Dead" in the ****** le, nailing the horror-comedy tone that only Sam Raimi and a few others can pull off with aplomb. Cregger has a ton of fun with the various monstrous forms that the infected take here, from fusing multiple humans together to crafting his own horror take on a big, scary guy like Dune's Baron Harkonnen. Resident Evil movies have thus far treated the zombies as pretty traditional movie zombies; Cregger's version gets at the attempt to create the next stage of human evolution.
#resident #dead
And yet, Zach Cregger, hot off his Oscar-winning original horror film Weapons, is the first filmmaker to truly feel like he's adapting the experience of playing the games, arguably the scariest survival-horror ones ever made, rather than simply incorporating story and plot elements to explain the outbreak of infected people. In Cregger's hands, Resident Evil is pure crowd-pleasing popcorn cinema, best experienced in a packed movie theater with dozens of other people reacting loudly to the madness.
The premise couldn't be simpler — and the runtime a brisk 90ish minutes — as we follow a medical courier named Bryan (Austin Abrams, proving himself to be the Bruce Campbell for a new generation) who unwittingly finds himself fighting for survival as one fateful, horrifying night collapses around him in a swirl of chaos. Fans of the video games will recognize various easter eggs and nods to game mechanics, including the importance of conserving ammo and checking every last drawer for more of it.
But you don't need to be familiar with the games at all to enjoy the movie, which is an efficient horror set-piece machine that just keeps putting Abrams in increasingly concerning situations. I can't stress enough how much this is a one-man show anchored by Abrams, and he crushes it. He's in every scene, earning tons of laughs simply by reacting as a normal person would in this situation; he's a true audience-surrogate character, ushering us through the chaos. His comedic timing, paired with Cregger's ****** ured camerawork and editing, is a match made in genre-movie heaven.
I didn't expect it to be so heavily inspired by genre classics like The Thing and Evil Dead. In fact, it's a better Evil Dead movie than the last several movies with "Evil Dead" in the ****** le, nailing the horror-comedy tone that only Sam Raimi and a few others can pull off with aplomb. Cregger has a ton of fun with the various monstrous forms that the infected take here, from fusing multiple humans together to crafting his own horror take on a big, scary guy like Dune's Baron Harkonnen. Resident Evil movies have thus far treated the zombies as pretty traditional movie zombies; Cregger's version gets at the attempt to create the next stage of human evolution.
#resident #dead
1 month ago
On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records. Through the first half, net earnings rose 106% to $1.1 billion. During the quarter, the company also made net upfront cash payments of $4.5 billion relative to mineral stream interests, and it now carries $2.0 billion of total debt against $100 million of cash on hand. Here is what that trade looks like up close.
Start with what the streaming model does when prices climb. Wheaton sold 14% more gold equivalent ounces than a year ago, but the average realized gold equivalent price jumped 61% in Q2, and that higher price explains most of the revenue surge. Costs per ounce rose from $406 to $568, yet the cash operating margin per ounce still grew 65% to $3,875, faster than gold itself appreciated. Operating cash flow hit $650 million in the quarter and $1.4 billion for the half.
The second argument is that plenty of growth hasn't arrived yet. Only about 3% of this year's production comes from **** ets still in construction or ramp-up, and the company forecasts a rise of roughly 50% to 1,200,000 gold equivalent ounces by 2030. Some of that ramp has dates attached. Ivanhoe now expects commercial production at Platreef in the fourth quarter of 2026, and Montage Gold is targeting first gold at Koné in late Q4. Effective April 1, Wheaton expanded its share of silver production from Antamina from 33.75% to 67.5% through the newly acquired BHP Antamina PMPA.
Growth on this scale wasn't free. Wheaton had no bank debt at the end of 2025. On April 1, it drew $1.5 billion on a new two-year term loan to help pay for Antamina, and finance costs that were negligible a year ago now take a real bite. Net debt stands at $1.9 billion. Taxes are heavier too. Wheaton paid $109 million of global minimum tax on June 24, and another Cdn$346 million is due around March 31, 2027.
Operations also gave investors a few reasons for caution. Gold ounces produced slipped 2.6% year over year, so the 6% rise in gold equivalent production leaned heavily on the Antamina purchase. Gold output at Salobo fell 11% on lower grades. At Constancia, it fell 35% after mining at the higher-grade Pampacancha pit finished in the fourth quarter of 2025. Hemlo Mining said on July 20 that its second-quarter output fell below the first quarter's, and Rio2 said on May 15 that Fenix missed planned tonnes and grade in Q1. And because the revenue jump came mainly from price, the same leverage works in reverse if metals slip.
#wheaton
Start with what the streaming model does when prices climb. Wheaton sold 14% more gold equivalent ounces than a year ago, but the average realized gold equivalent price jumped 61% in Q2, and that higher price explains most of the revenue surge. Costs per ounce rose from $406 to $568, yet the cash operating margin per ounce still grew 65% to $3,875, faster than gold itself appreciated. Operating cash flow hit $650 million in the quarter and $1.4 billion for the half.
The second argument is that plenty of growth hasn't arrived yet. Only about 3% of this year's production comes from **** ets still in construction or ramp-up, and the company forecasts a rise of roughly 50% to 1,200,000 gold equivalent ounces by 2030. Some of that ramp has dates attached. Ivanhoe now expects commercial production at Platreef in the fourth quarter of 2026, and Montage Gold is targeting first gold at Koné in late Q4. Effective April 1, Wheaton expanded its share of silver production from Antamina from 33.75% to 67.5% through the newly acquired BHP Antamina PMPA.
Growth on this scale wasn't free. Wheaton had no bank debt at the end of 2025. On April 1, it drew $1.5 billion on a new two-year term loan to help pay for Antamina, and finance costs that were negligible a year ago now take a real bite. Net debt stands at $1.9 billion. Taxes are heavier too. Wheaton paid $109 million of global minimum tax on June 24, and another Cdn$346 million is due around March 31, 2027.
Operations also gave investors a few reasons for caution. Gold ounces produced slipped 2.6% year over year, so the 6% rise in gold equivalent production leaned heavily on the Antamina purchase. Gold output at Salobo fell 11% on lower grades. At Constancia, it fell 35% after mining at the higher-grade Pampacancha pit finished in the fourth quarter of 2025. Hemlo Mining said on July 20 that its second-quarter output fell below the first quarter's, and Rio2 said on May 15 that Fenix missed planned tonnes and grade in Q1. And because the revenue jump came mainly from price, the same leverage works in reverse if metals slip.
#wheaton
1 month ago
Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies **** ociated with Elon Musk, including **** eX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications.
On September 15, Tigress Financial highlighted the strategic importance of the alliance to Intel's turnaround prospects. The research firm reiterated its Buy rating on Intel and raised its price target to $145 from $118, citing the company's long-term growth opportunity.
The Terafab partnership could provide Intel's foundry business with exposure to customers that have substantial AI and high-performance computing requirements. Securing external customers could help Intel increase manufacturing scale while improving the utilization and economics of its foundry operations.
The partnership could also support Intel Corporation (NASDAQ:INTC)'s efforts to improve its semiconductor manufacturing technology. Greater production volumes and engagement with demanding customers could provide opportunities to improve manufacturing economics, yields, and scalability as Intel works to strengthen its competitive position in advanced chip manufacturing.
Beyond manufacturing scale, Terafab could expand Intel's role in the broader AI semiconductor supply chain. The company has historically been heavily **** ociated with CPUs, but growing its foundry business could give it greater exposure to AI accelerators, custom silicon, and other specialized compute applications. A relationship with major AI-focused customers could also help provide greater visibility into future manufacturing demand.
#Intel
On September 15, Tigress Financial highlighted the strategic importance of the alliance to Intel's turnaround prospects. The research firm reiterated its Buy rating on Intel and raised its price target to $145 from $118, citing the company's long-term growth opportunity.
The Terafab partnership could provide Intel's foundry business with exposure to customers that have substantial AI and high-performance computing requirements. Securing external customers could help Intel increase manufacturing scale while improving the utilization and economics of its foundry operations.
The partnership could also support Intel Corporation (NASDAQ:INTC)'s efforts to improve its semiconductor manufacturing technology. Greater production volumes and engagement with demanding customers could provide opportunities to improve manufacturing economics, yields, and scalability as Intel works to strengthen its competitive position in advanced chip manufacturing.
Beyond manufacturing scale, Terafab could expand Intel's role in the broader AI semiconductor supply chain. The company has historically been heavily **** ociated with CPUs, but growing its foundry business could give it greater exposure to AI accelerators, custom silicon, and other specialized compute applications. A relationship with major AI-focused customers could also help provide greater visibility into future manufacturing demand.
#Intel
1 month ago
For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA's high-power and expensive AI chips. Anthropic CEO Dario Amodei's latest remarks about the need to slow down AI development due to safety concerns have generated quite a buzz, and Cramer discussed what Broadcom Inc. (NASDAQ:AVGO)'s CEO told him when asked about AI infrastructure development losing traction:
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
1 month ago
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date. With AI continuing to dominate the market narrative, the firm has found itself at the center of the industry's concerns about cybersecurity. While some, such as Anthropic's Dario Amodei, have claimed that their AI software is sufficient for cybersecurity purposes, others have argued that firms such as CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play a key role in the industry. Cramer is in the latter camp, and in his morning appearance on September 15th, the CNBC TV host discussed the recent discussions about AI being a threat:
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.
#NASDAQ #firm #grew
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.
#NASDAQ #firm #grew
1 month ago
One of the world's largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.
With Apple (AAPL) stock trading near $337 a share, an owner might ask a simple question. The company has returned a fortune in cash while the stock has dramatically outperformed the market; was holding worth it, and can this machine keep running?
Over the last five years, Apple sent $510.4 billion in cash back to its shareholders. That sum, equal to about 10.3% of the company's current market value, is the largest capital return of any U.S. company Trefis tracks over that period. The question is what that extraordinary payout says about the business today.
The money printer is Apple's core business, which generated $136.68 billion in free cash flow over the last twelve months. In its most recent quarter, the company reported record June-quarter revenue, with iPhone sales growing 22% and Mac sales growing an impressive 29% from a year ago. Management noted that the iPhone and Mac were "both doing remarkably better than we thought they would do."
That operational strength funds the shareholder returns. The five-year payout was heavily weighted toward share repurchases, which totaled $434.5 billion, with another $75.9 billion paid in dividends. Apple's absolute dollar payout stands alone, even though the 10.3% of market value it returned sits well below the 16.9% median for S&P 500 companies.
#market
With Apple (AAPL) stock trading near $337 a share, an owner might ask a simple question. The company has returned a fortune in cash while the stock has dramatically outperformed the market; was holding worth it, and can this machine keep running?
Over the last five years, Apple sent $510.4 billion in cash back to its shareholders. That sum, equal to about 10.3% of the company's current market value, is the largest capital return of any U.S. company Trefis tracks over that period. The question is what that extraordinary payout says about the business today.
The money printer is Apple's core business, which generated $136.68 billion in free cash flow over the last twelve months. In its most recent quarter, the company reported record June-quarter revenue, with iPhone sales growing 22% and Mac sales growing an impressive 29% from a year ago. Management noted that the iPhone and Mac were "both doing remarkably better than we thought they would do."
That operational strength funds the shareholder returns. The five-year payout was heavily weighted toward share repurchases, which totaled $434.5 billion, with another $75.9 billion paid in dividends. Apple's absolute dollar payout stands alone, even though the 10.3% of market value it returned sits well below the 16.9% median for S&P 500 companies.
#market
1 month ago
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.
#forecast
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.
#forecast
1 month ago
SEIC provides investment processing, management, and operational platforms for private banks, financial advisors, institutional investors, and financial managers. SEIC's second-quarter fiscal 2026 report showed revenue of $641.6 million (a 14.7% year-over-year gain), adjusted per-share earnings of $1.66 (a 38% rise), $207 million in operating income (a 36% jump) – all of which were quarterly records – and the company has nearly $400 million in cash for more growth ahead.
It's no wonder SEIC shares are up 28% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock
Institutional volumes reveal plenty. Over the last year, SEIC has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in SEIC shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of financials names are under accumulation right now. But there's a powerful fundamental story happening with SEI.
#institutional #investors #Stock
It's no wonder SEIC shares are up 28% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock
Institutional volumes reveal plenty. Over the last year, SEIC has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in SEIC shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of financials names are under accumulation right now. But there's a powerful fundamental story happening with SEI.
#institutional #investors #Stock
1 month ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
September is famously the worst month for stocks on average, a phenomenon that has been heavily debated and attributed to tax-loss selling or parents liquidating ******* ets for back-to-school costs. The so-called September Effect has also been dismissed as totally meaningless.
Putting the market psychology aside, this September has given markets plenty of reason to reinforce the stereotype: oil prices on a war-fueled incline, rising AI apocalypse anxiety and, of course, this week's interest-rate hike. Some ******* ysts believe that, while the September Effect may be in full swing this year, there is still time for a positive October (and later) surprise.
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
READ ALSO: SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate and Fed Raises Interest Rates for First Time in Three Years as Diesel, Gas Prices Surge
#interest
September is famously the worst month for stocks on average, a phenomenon that has been heavily debated and attributed to tax-loss selling or parents liquidating ******* ets for back-to-school costs. The so-called September Effect has also been dismissed as totally meaningless.
Putting the market psychology aside, this September has given markets plenty of reason to reinforce the stereotype: oil prices on a war-fueled incline, rising AI apocalypse anxiety and, of course, this week's interest-rate hike. Some ******* ysts believe that, while the September Effect may be in full swing this year, there is still time for a positive October (and later) surprise.
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
READ ALSO: SEC Greenlights Tokenized Stocks After Clarity Act Fails in Senate and Fed Raises Interest Rates for First Time in Three Years as Diesel, Gas Prices Surge
#interest
1 month ago
On September 9, 2026, Reuters reported that U.S. Transportation Secretary Sean Duffy sent a letter to Ford Motor Company (NYSE:F) CEO Jim Farley criticizing the automaker's business relationships with Chinese battery maker CATL and Chinese automakers Geely and BYD as raising "profound concern."
It specifically flagged Ford's licensed CATL battery technology at its Marshall, Michigan plant, its joint venture with Geely in Spain, and its decision not to move Lincoln Nautilus production out of China until 2030. Ford responded that Duffy's letter was "a wrongheaded attempt to capture headlines," noting that it owns the Marshall plant, controls its operations, and employs the workforce there, unlike companies that simply import Chinese-made batteries.
Ford Motor Company (NYSE:F) can argue that its CATL partnership still solidifies U.S. battery manufacturing rather than becoming more dependent on Chinese imports. Ford owns and operates its Marshall, Michigan battery plant. It allows the company to manufacture batteries domestically while licensing CATL technology. That structure could help Ford expand its U.S. EV production capacity and reduce the need to import finished Chinese battery packs.
Ford's improving financial performance gives the firm more flexibility to manage the political pressure. The automaker raised its full-year adjusted EBIT guidance to $10 billion-$11 billion after second-quarter results exceeded expectations, with record Bronco sales and a stronger product mix supporting the improvement. Stronger operating earnings could give Ford more resources to adjust its battery strategy if policymakers impose more restrictions on Chinese technology.
The company's existing U.S. manufacturing footprint could become a competitive advantage if Washington tightens restrictions on Chinese automotive technology. Ford has already invested in domestic battery production instead of relying entirely on imported battery packs. Model e losses have narrowed for three consecutive quarters. If policymakers force automakers to cut Chinese supply-chain reliance, Ford can use its existing U.S. factories to adapt faster than rivals that depend heavily on Chinese parts.
#ford #catl #motor
It specifically flagged Ford's licensed CATL battery technology at its Marshall, Michigan plant, its joint venture with Geely in Spain, and its decision not to move Lincoln Nautilus production out of China until 2030. Ford responded that Duffy's letter was "a wrongheaded attempt to capture headlines," noting that it owns the Marshall plant, controls its operations, and employs the workforce there, unlike companies that simply import Chinese-made batteries.
Ford Motor Company (NYSE:F) can argue that its CATL partnership still solidifies U.S. battery manufacturing rather than becoming more dependent on Chinese imports. Ford owns and operates its Marshall, Michigan battery plant. It allows the company to manufacture batteries domestically while licensing CATL technology. That structure could help Ford expand its U.S. EV production capacity and reduce the need to import finished Chinese battery packs.
Ford's improving financial performance gives the firm more flexibility to manage the political pressure. The automaker raised its full-year adjusted EBIT guidance to $10 billion-$11 billion after second-quarter results exceeded expectations, with record Bronco sales and a stronger product mix supporting the improvement. Stronger operating earnings could give Ford more resources to adjust its battery strategy if policymakers impose more restrictions on Chinese technology.
The company's existing U.S. manufacturing footprint could become a competitive advantage if Washington tightens restrictions on Chinese automotive technology. Ford has already invested in domestic battery production instead of relying entirely on imported battery packs. Model e losses have narrowed for three consecutive quarters. If policymakers force automakers to cut Chinese supply-chain reliance, Ford can use its existing U.S. factories to adapt faster than rivals that depend heavily on Chinese parts.
#ford #catl #motor
1 month ago
Tesla's (NASDAQ: TSLA) business is in an interesting spot. The company saw a significant sales rebound in the second quarter, with revenue rising 26% year over year to reach $22.5 billion. Recent reports also suggest that the company's share of the U.S. electric vehicle (EV) market has risen sharply amid a substantial sales contraction for the overall industry. And while the company's net income fell 5% annually in the second quarter, the business still recorded net income of $1.11 billion in the period.
On the other hand, positive net income doesn't tell the whole story because the metric doesn't include capital expenditures (capex) that are recorded as ****** ets on the balance sheet. With Tesla betting big on its robotaxi project, Optimus humanoid robots, and other potential growth drivers, the company recorded $5.79 billion in capex in Q2. As a result, the business posted -$1.1 billion in free cash flow (FCF) in the period. With FCF coming up negative lately, the company's $43.5 billion cash position provides a valuable cushion.
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 »
Tesla posted substantial sales growth in the second quarter as some of the pressures facing the brand eased, higher gas prices encouraged EV purchases, and price cuts helped spur demand. On the other hand, it remains to be seen whether this sales growth momentum is sustainable -- and banking on the core EV business to be an earnings driver that can support the company's highly growth-dependent valuation seems unwise.
While Tesla has seen competitors based in the U.S., ****** an, and South Korea reduce their focus on the EV market, BYD and other China-based rivals are making inroads in the market and continue to bet heavily on long-term growth in the category. CEO Elon Musk appears to have a good grasp on the challenging competitive landscape and has been positioning robotaxis, humanoid robots, and semiconductor projects as the core elements of his company's growth strategy.
#NVIDIA
On the other hand, positive net income doesn't tell the whole story because the metric doesn't include capital expenditures (capex) that are recorded as ****** ets on the balance sheet. With Tesla betting big on its robotaxi project, Optimus humanoid robots, and other potential growth drivers, the company recorded $5.79 billion in capex in Q2. As a result, the business posted -$1.1 billion in free cash flow (FCF) in the period. With FCF coming up negative lately, the company's $43.5 billion cash position provides a valuable cushion.
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 »
Tesla posted substantial sales growth in the second quarter as some of the pressures facing the brand eased, higher gas prices encouraged EV purchases, and price cuts helped spur demand. On the other hand, it remains to be seen whether this sales growth momentum is sustainable -- and banking on the core EV business to be an earnings driver that can support the company's highly growth-dependent valuation seems unwise.
While Tesla has seen competitors based in the U.S., ****** an, and South Korea reduce their focus on the EV market, BYD and other China-based rivals are making inroads in the market and continue to bet heavily on long-term growth in the category. CEO Elon Musk appears to have a good grasp on the challenging competitive landscape and has been positioning robotaxis, humanoid robots, and semiconductor projects as the core elements of his company's growth strategy.
#NVIDIA
1 month ago
Michael Kliger, CEO of LuxExperience, said the luxury market is becoming increasingly polarized, with affluent customers continuing to spend heavily while middle-class shoppers pull back under inflationary pressure. He said the company is less concerned about total active customers, which are around 900,000, than about growing the small group of top customers that generate a disproportionate share of sales. He speaks with Romaine Bostick on "The Close."
#michael #becoming
#michael #becoming
1 month ago
The Children's Place, Inc. (NASDAQ:PLCE) reported on September 14 that fiscal second-quarter net sales declined 18.9% year over year to $241.8 million. Reported gross margin rose to 34.4% from 34.0% a year earlier for the quarter ended August 1, 2026.
The apparent margin improvement depended heavily on $39 million of tariff refunds recognized as a reduction of cost of sales. That benefit was equivalent to nearly 47% of reported gross profit of $83.3 million.
Management said gross margin excluding the refunds declined 1,550 basis points, or 15.5 percentage points, year over year. This non-GAAP comparison removes the cost-of-sales benefit. The central question is whether inventory cleanup can establish a healthier operating base.
The Children's Place, Inc. (NASDAQ:PLCE) reduced inventory to $340.2 million, down 23.2% from $442.7 million a year earlier. A smaller inventory position allows management to improve the merchandise mix and reduce future exposure to aging products.
Clearing excess stock can release working capital and create room for products better aligned with demand. The eventual benefit depends on rebuilding sales with less discounting, but reducing the stock burden is a useful starting point.
#reported #Margin
The apparent margin improvement depended heavily on $39 million of tariff refunds recognized as a reduction of cost of sales. That benefit was equivalent to nearly 47% of reported gross profit of $83.3 million.
Management said gross margin excluding the refunds declined 1,550 basis points, or 15.5 percentage points, year over year. This non-GAAP comparison removes the cost-of-sales benefit. The central question is whether inventory cleanup can establish a healthier operating base.
The Children's Place, Inc. (NASDAQ:PLCE) reduced inventory to $340.2 million, down 23.2% from $442.7 million a year earlier. A smaller inventory position allows management to improve the merchandise mix and reduce future exposure to aging products.
Clearing excess stock can release working capital and create room for products better aligned with demand. The eventual benefit depends on rebuilding sales with less discounting, but reducing the stock burden is a useful starting point.
#reported #Margin
1 month ago
In late 2022, OpenAI released ChatGPT, and within months the bottom rung of the tech-industry career ladder started to disappear. Graduates who majored in computer science and other AI-exposed fields are increasingly missing out on the jobs they trained for, and a chunk of them are landing behind restaurant counters and retail registers instead, according to two Census Bureau papers.
An April 2026 Census paper tracked matched employer-employee records and found that hiring of workers ages 22 to 24 fell sharply in the industries most exposed to AI, while hiring in less-exposed industries held steady. Employment for early-career workers in the most AI-exposed fifth of industries dropped 12% over the ten quarters after ChatGPT's release. Lee Tucker, one of the coauthors of the paper, said "the decline in hires is the primary cause" of that rate of unemployment, not people losing jobs they already had.
That mattered most for one type of graduate. The most AI-exposed industries, Tucker found, cluster heavily around software and information-technology work, which are the very fields computer science and other highly AI-exposed majors are built to feed into.
A second paper from last week, also coauthored by Tucker, follows the graduates of the most AI-exposed decile of college majors. Their odds of holding a job one quarter after graduation fell by five percentage points, and full-quarter initial earnings dropped 13% following ChatGPT's release. A 13% earnings decline is roughly the size economists would expect from graduating into a severe recession—except there wasn't one, since the rest of the labor market held up fine.
Young grads still need to work and still have jobs, even if they've received highly exposed degrees. So the decline in earnings is less about a lack of employment and more about pursuing lower-wage occupations to make ends meet.
#graduates
An April 2026 Census paper tracked matched employer-employee records and found that hiring of workers ages 22 to 24 fell sharply in the industries most exposed to AI, while hiring in less-exposed industries held steady. Employment for early-career workers in the most AI-exposed fifth of industries dropped 12% over the ten quarters after ChatGPT's release. Lee Tucker, one of the coauthors of the paper, said "the decline in hires is the primary cause" of that rate of unemployment, not people losing jobs they already had.
That mattered most for one type of graduate. The most AI-exposed industries, Tucker found, cluster heavily around software and information-technology work, which are the very fields computer science and other highly AI-exposed majors are built to feed into.
A second paper from last week, also coauthored by Tucker, follows the graduates of the most AI-exposed decile of college majors. Their odds of holding a job one quarter after graduation fell by five percentage points, and full-quarter initial earnings dropped 13% following ChatGPT's release. A 13% earnings decline is roughly the size economists would expect from graduating into a severe recession—except there wasn't one, since the rest of the labor market held up fine.
Young grads still need to work and still have jobs, even if they've received highly exposed degrees. So the decline in earnings is less about a lack of employment and more about pursuing lower-wage occupations to make ends meet.
#graduates
1 month ago
As President Donald Trump tries to convince voters that Democrats have let crime run amok, he's digging into the country's political past to cite one of the most controversial campaign advertisements that relied heavily on racist tropes.
During a campaign stop Wednesday in Gastonia, North Carolina, to stump for Republican U.S. Senate candidate Michael Whatley, Trump resurrected a 1988 George H.W. Bush presidential campaign ad featuring Willie Horton, a Black man convicted of rape and ****** ault after his release through a Massachusetts prison furlough program.
A grainy black-and-white prison photo of Horton was used in the ad targeting then-Massachusetts Gov. Michael Dukakis, who was ahead of Bush in the polls. On Wednesday, Trump evoked the Horton ad in an effort to convince voters Democratic former Gov. Roy Cooper, Whatley's opponent in the Senate race, is soft on crime.
"Willie Horton was a bad guy, really bad guy," Trump said, before comparing Dukakis's release of Horton to the pretrial release of a Black man who faces a murder charge for last year's killing of a white Ukrainian refugee in Charlotte, North Carolina.
But Cooper was not the governor when the man was released or when he was later charged with killing the refugee.
#black
During a campaign stop Wednesday in Gastonia, North Carolina, to stump for Republican U.S. Senate candidate Michael Whatley, Trump resurrected a 1988 George H.W. Bush presidential campaign ad featuring Willie Horton, a Black man convicted of rape and ****** ault after his release through a Massachusetts prison furlough program.
A grainy black-and-white prison photo of Horton was used in the ad targeting then-Massachusetts Gov. Michael Dukakis, who was ahead of Bush in the polls. On Wednesday, Trump evoked the Horton ad in an effort to convince voters Democratic former Gov. Roy Cooper, Whatley's opponent in the Senate race, is soft on crime.
"Willie Horton was a bad guy, really bad guy," Trump said, before comparing Dukakis's release of Horton to the pretrial release of a Black man who faces a murder charge for last year's killing of a white Ukrainian refugee in Charlotte, North Carolina.
But Cooper was not the governor when the man was released or when he was later charged with killing the refugee.
#black
