Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.
Cisco Systems (CSCO) trades at about $111 a share, roughly 30 times the last twelve months of normalized earnings. That is a demanding price for a networking company; the defense is that the earnings ***** ysts expect will grow into it. They would. What that is worth to a holder is the smaller answer.
Thirty Times Today, Twenty Times On Fiscal 2028 Earnings
Today's price is about 21.5 times the earnings ***** ysts expect for fiscal 2027, and about 20.0 times what they expect for fiscal 2028, a multiple 34% lower than the trailing one. That drop is not an earnings growth rate: the trailing figure is normalized net income with stock-based compensation added back, a basis not defined identically to the ***** ysts' own adjusted earnings, so the two multiples are not a like-for-like series. Consensus for fiscal 2027, about $5.13 a share on the ***** ysts' adjusted basis, is barely ahead of the $5.05 to $5.11 non-GAAP range management guided.
Margins Have To Hold While The Mix Fights Them

#earnings #consensus #holder

Alibaba fell after it announced a roughly $10.2 billion equity raise to fund more AI investment. The company is issuing 710 million new shares at HK$112.70, an 8.4% discount to the previous close. Shareholders will see their stakes diluted by roughly 3.6%, so the negative reaction was understandable. I bought (BABA) after the fall. What interested me was not simply that the shares were lower. A lower price by itself has never been enough for me. What changed was the combination of the price, the capital raise, and what management did almost immediately afterward.
Chairman Joseph Tsai bought about $10.3 million of stock and CEO Eddie Wu bought roughly $5 million, both at prices very close to where the new shares were issued. These appear to be their first meaningfully reported open-market purchases. That caught my attention. Alibaba has just asked outside shareholders to accept dilution so it can spend more heavily on AI. The two people closest to that decision then used their money to buy the shares created by the market's discomfort with it. Corporate capital allocation tells you what management thinks should happen with the company's money. Insider buying tells you what management is prepared to do with its own. I prefer the second signal.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.

#lower #bought #negative #Stock

On August 14, 2026, Diana Shipping Inc. (NYSE:DSX) said that it is withdrawing its nearly year-long takeover bid for rival Genco Shipping & Trading Limited (NYSE:GNK) after Genco demanded terms Diana said: "no credible acquirer could realistically meet."
This ends one of the shipping industry's longest-running takeover fights, with Diana walking away rather than meeting Genco's final asking price. Did Genco successfully defend a fair valuation of its business, or did its board just let a real deal slip away?
Diana Shipping Inc. (NYSE:DSX)'s final offer would have valued Genco Shipping & Trading Limited (NYSE:GNK) at around $36.91 a share using Diana's August 13 closing price, a 42% premium to Genco's closing price that day. CEO Semiramis Paliou said Diana "gave this process every opportunity to succeed." Diana remains Genco's largest shareholder, keeping pressure on the board even after formally withdrawing its bid. Diana shares rose 3.2% on the news.
Diana Shipping Inc. (NYSE:DSX) called Genco Shipping & Trading Limited (NYSE:GNK)'s counter-demands, including $27.50 a share in cash plus $2.00 to show upcoming dividends and three Diana shares per Genco share, "convoluted." But walking away after nearly a year of tender offers and a proxy fight also means Diana spent significant time and resources pursuing a deal it ultimately couldn't close.
Genco Shipping & Trading Limited (NYSE:GNK)'s board held firm on its valuation through a tender offer and a proxy fight, and shareholders backed the board by voting against Diana Shipping Inc. (NYSE:DSX)'s remaining board nominees in June. It shows Genco investors were comfortable rejecting Diana's terms rather than accepting a discounted deal.

#genco #limited

Super Micro Computer (SMCI) is moving past another major governance overhang after completing an independent investigation into an alleged Nvidia Corporation (NVDA) chip diversion scheme. On Aug. 20, Super Micro announced that the probe, led by independent directors Scott Angel and Tally Liu and conducted with Munger, Tolles & Olson and forensic consultant AlixPartners, found no evidence that current senior management knew about the alleged diversion scheme or any actual diversion of restricted products. The company also said it found no evidence that Super Micro directly sold export-controlled products to known restricted parties or that its previously issued financial statements could not be relied upon.
The investigation followed the March 19 indictment of two Super Micro employees and a contractor in connection with an alleged scheme of Nvidia-powered artificial intelligence (AI) servers that prosecutors say were diverted to China through intermediaries. Super Micro itself was not named as a defendant and said the three individuals no longer have any relationship with the company.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
Alibaba Diluted Shareholders for AI. Its Insiders Just Bought the Dip

#alleged #evidence

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Thousands of retirees are receiving notification that their Medicare Advantage plan won't be available next year, and there's nothing they can do about it except find another option.
This year alone, 1 in 10 Medicare Advantage policyholders face forced disenrollment, according to an ****** ysis by researchers at the Johns Hopkins Bloomberg School of Public Health (1). That's as many as 2.9 million Americans.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold

#wealth #moneywise #hopkins

The Cleveland Guardians and Los Angeles Angels faced off in game two of a three game series. Cleveland had the Big Rig Gavin Williams on the mound and were expecting a typical, incredible performance from the ace.
Things did not turn out as expected. Every starting pitcher, especially this late in the season, are liable for a stinker. Gavin Williams chose to cash in his one free stinker coupon for tonight's game. He didn't even make it out of the second inning. Gavin gave up five runs on six hits and a walk and threw 62 pitches in the process. It made for a bullpen game, and the bullpen showed up.
Matt Festa finished the second and pitched the third, only walking a batter. Craig Yoho gave up a hit but kept the fourth scoreless. Logan Allen threw three innings, gave up a solo home run, and struck out two. Colin Holderman came on in the eighth. He kept it scoreless in his inning of work, with Angel Martínez robbing Mike Trout of a two-run home run to retire the side.
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I'm sure plenty of fans turned off the game, expecting the worst, when it was 5-0 going into the fourth. At that point in the game, the Guardians had already left four runners in scoring position and blew two bases loaded situations. It was looking like what many fans have come to view as the norm for this team's offense.

#gavin #gave #Guardians #three

(Bloomberg) -- JPMorgan Chase & Co. and Morgan Stanley are among banks shareholders are suing over their roles on multibillion-dollar buyout deals after a recent corporate-law overhaul failed to protect financial advisers from potential liability.
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Canada Sees Long Trade War With US That May Last Beyond Midterms
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Bessent Has No Easy Fix for What's Really Driving Yields Up

#chase #canada

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted ServiceNow, Inc. (NYSE:NOW). ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On August 21, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $128.48 per share. The one-month return of ServiceNow, Inc. (NYSE:NOW) was 21.64%, and its shares lost 27.04% over the past 52 weeks. ServiceNow, Inc. (NYSE:NOW) has a market capitalization of $132.85 billion.
SGA Global Growth Strategy stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter:
"As part of our ongoing dialogue with ServiceNow, Inc. (NYSE:NOW), we met with President and Chief Legal Officer Hossein Nowbar and members of the company's legal, compensation and, human resources teams. A significant portion of the discussion focused on the company's recent acquisition activity and the importance of maintaining transparency with shareholders regarding strategic decision-making. Management disagreed with our characterization that its acquisition strategy had become more aggressive, describing the recent transactions as an unusual convergence of several deals rather than a fundamental change in approach. We emphasized that, regardless of management's intent, the lack of timely communication surrounding these transactions contributed to investor uncertainty and undermined shareholder confidence. We encouraged the company to provide clearer and more proactive disclosure around significant strategic decisions to help investors develop a better understanding of the rationale and risks ***** ociated with future acquisitions....." (Click here to read the full text)

#holdings

Editor's Note: The story has been refreshed with the latest market price action and a revised headline.
Nvidia Corp (NASDAQ:NVDA) is making an aggressive push into AI models, striking a multibillion-dollar deal with Poolside to develop a powerful open-weight system aimed at rivals including OpenAI, Anthropic, DeepSeek and Kimi.
Nvidia will pay $6 billion to license Poolside's AI technology and invest another $1 billion in the startup at a $12 billion pre-money valuation, according to The Wall Street Journal.
More than 100 Poolside employees, including engineers, are also expected to join Nvidia and work on its Nemotron open-weight AI project.
Poolside said its Nvidia deal aims to advance AGI as an open technology rather than one "controlled by few," according to a shareholder letter reviewed by the publication.

#including #technology

Choosing between precious metals and critical rare earths requires balancing traditional mining stability against high-tech growth potential. Is First Majestic Silver Corp (NYSE:AG) or MP Materials Corp (NYSE:MP) the better addition for your portfolio today?
First Majestic focuses on maximizing silver and gold production through underground mining operations in North America. MP Materials provides the materials necessary for electric vehicles and defense systems. Both companies operate within the metal stocks industry, yet they offer very different financial profiles for investors looking toward 2026.
First Majestic Silver focuses on mining silver and gold within Mexico and the United States. It operates four primary underground mines, including San Dimas, Santa Elena, La Encantada, and Los Gatos. The company manages a workforce of more than 5,100 employees to supply physical metals to global markets. Customer concentration is not disclosed as a significant factor in its latest annual report, filed for the most recent fiscal period.
In FY 2025, revenue reached nearly $1.3 billion (the company reports in Canadian dollars; they have been converted to U.S. dollars here), representing a significant growth of approximately 128% compared to the prior year. This sharp increase helped the company achieve net income of close to $168 million, a major improvement from the net loss reported in FY 2024. The net margin, which measures the percentage of revenue kept as profit, stood at roughly 13% for the period.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.1x. This ratio shows that for every dollar of shareholder equity, the company has roughly ten cents in total debt. The so-called current ratio, which measures the ability to pay short-term bills, is close to 2.6x. Free cash flow, which is cash from operations minus capital spending, reached approximately $352 million during the year.

#first #mining

An embarrassing Champions League exit Tuesday for Celtic in the qualifying playoffs somehow was even worse than last year.
Meltdown. Implosion. Humiliation.
Celtic led 4-0 on aggregate score Tuesday after a half hour of the second leg in Austria, yet five unanswered goals by LASK — the fifth and decisive one coming in extra time of a 5-1 win — still felt like coach Martin O'Neill's team got off lightly with a 5-4 loss on aggregate score.
It is now two straight years the Scottish **** le holder has wasted clear chances to play on the lucrative biggest stage of European club soccer by losing in late-August to an unheralded team advancing for the very first time.
"We were far too passive. We don't have any excuses," said Callum McGregor, the Celtic captain whose 21st-minute goal Tuesday had seemed likely to secure the Champions League entry.

#tuesday

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.
Shein launched its long-delayed Hong Kong IPO on Monday, seeking up to $1.77 billion at a valuation of $27 billion. Then comes the twist. The fast-fashion giant will pay as much as $3.5 billion to some existing investors, nearly double the fresh capital it is raising, to compensate them for watching the valuation collapse.
Shein launched its much-awaited Hong Kong listing and promptly opened in the red. The company is selling 280 million shares at $6.10 to $6.35, valuing it more than 70% below the $98.2 billion it commanded in a 2022 private funding round.
That gap has investors feeling shortchanged. Holders of Shein's preferential shares from the late-stage rounds, including Boyu Capital, Tiger Global, General Atlantic, Thrive Capital, Abu Dhabi sovereign fund Mubadala, and Brookfield, carry conversion terms triggered by an IPO priced below what they paid.
The bill runs to as much as $2.2 billion in cash plus 19.6 million shares issued free of charge, with roughly $1.33 billion in additional payments to the same group. Shein says about 80% of the IPO proceeds will go toward technology and expanding the brand globally.

#shein

Samsung Electronics stock dropped 9% on Monday as the company's shareholder return plan left investors underwhelmed, with many having hoped for a more aggressive buyback commitment and clearer guidance on how remaining capital would be deployed.
Samsung announced on Friday that its total shareholder returns for the year would fall in a range of 90 trillion won to 110 trillion won ($65 billion to $80 billion), with 30 trillion won of that coming as cash dividends paid out in the third quarter. The company said its board will determine remaining payouts in January 2027, with cash dividends, share buybacks, and share cancellations all under consideration.
Despite the total being five times what Samsung returned in its prior peak year of 2020, ******* ysts said the numbers missed their projections and that the lack of detail around buyback mechanics left investors wanting more, according to Reuters.
A key complication: Samsung's ownership structure limits how much it can deploy through buybacks. Any significant buyback program risks lifting the ownership stakes of affiliates Samsung Life and Samsung Fire past the regulatory ceiling, which would then require those entities to offload shares in order to stay within the 10% combined limit. That constraint means the lion's share of the outstanding 60 trillion won to 80 trillion won is forecast to be returned via dividends, while share buybacks and cancellations together may account for just 10 trillion won to 20 trillion won, according to Reuters.
"Unlike SK Hynix, Samsung Electronics did not mention the possibility of raising its existing shareholder return policy, nor did it announce a plan to cancel treasury shares that could more directly contribute to the stock price increase, which is disappointing," Sohn In-joon, an ******* yst at Eugene Securities, said in a report cited by Reuters.

#samsung

September S&P 500 E-Mini futures (ESU26) are down -0.19%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.59% this morning, pointing to a lower open on Wall Street as chipmakers came under pressure at the start of a pivotal week.
Chip and AI infrastructure stocks were among the biggest losers in pre-market trading, following a slump in major tech names across Asia. Samsung Electronics sank over -8% in Seoul after the chipmaker's record shareholder return plan disappointed investors. Also, Alibaba Group tumbled more than -8% in Hong Kong after the tech heavyweight raised HK$80 billion ($10.2 billion) in the city's largest secondary share offering. In addition, SoftBank Group slid over -5% in Tokyo after announcing plans for a record 1 trillion yen ($6.3 billion) retail bond sale to finance its AI investments.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week

#group

What did Target, Starbucks, and Nike have in common barely a year ago? All three consumer icons had freshly announced new CEOs, which were wrongly greeted with hasty skepticism from ***** ysts. Target's Michael Fiddelke was scoffed at as an uninspired insider; Nike's Elliott Hill was underestimated as a nostalgia hire, unable to stem Nike's loss of market share, while questions abounded over whether Brian Niccol could actually turn around Starbucks amidst pervasive in-store service struggles, despite his sterling record at Chipotle.
We saw it differently. At the time of their appointments, we vocally and presciently touted all three new CEOs as the right person for the job at the right time, while other ***** ysts rolled their eyes. Unlike the frequent, sometime successful model of the messianic hiring of industry outsiders as turnaround tians, these new CEOs hit the ground running as each had decades of experience in their sectors with glowing track records, priceless relationships, and balanced expertise across marketing, finance, strategy, and operations,.
Furthermore, we were the first to confidently predict the certainty of their success, even knowing that it would take some time to reposition their enterprises and for their new leadership to gain traction. Now the receipts are in, showing striking progress in all three cases, with each already well on their way to cementing their reputations as the architects of some of the most remarkable corporate turnarounds of our era.
When Michael Fiddelke, a Target lifer who had risen up the ranks from a lowly intern over two decades ago, was named CEO, cynics sneered that the board had chosen entrenched groupthink over fresh blood. We argued precisely the opposite—that the data overwhelmingly shows internal candidates outperform splashy external saviors, with insider CEOs appointed over the prior year delivering roughly 15% annualized shareholder returns while external hires averaged negative 9%. New brooms sweep clean, but the old broom knows the corners. Furthermore, we argued that Fiddelke was uniquely positioned to build on the many successes of his widely admired predecessor, Brian Cornell, despite simultaneous urgent challenges.
This week brought resounding vindication. Target's second-quarter sales jumped 5.3%, digital sales grew nearly 9%, Target raised its full-year outlook for the second consecutive quarter, and the stock soared nearly 5%. Indeed, on a year to date basis, Target stock has soared nearly 60%.

#year #time

By Howard Schneider
WASHINGTON, Aug 25 (Reuters) - The U.S. Federal Reserve will need to raise interest rates soon unless coming data show a continued decline in ‌inflation that remains too high and which has become a "pervasive" concern for businesses ‌and households, Boston Fed President Susan Collins said on Tuesday.
Collins said in comments posted to the Boston Fed website that the current Fed policy rate, under her base case outlook, will continue to push down prices and help with a "gradual disinflation" aided also by the recent rise in longer-term bond yields and other factors.
But "should evidence of sustained inflation progress not materialize, I believe it will ‌be appropriate to tighten policy soon ⁠to ensure we deliver price stability in a reasonable time frame. ... Concerns about high prices are pervasive in my conversations with stakeholders across ⁠New England," Collins wrote.
Economists polled by Reuters expect that new inflation data on Wednesday will show that the Personal Consumption Expenditures price index, excluding food and energy, increased at a 3.3% annual rate in July, unchanged from the month before and well above the Fed's 2% target. ‌Core PCE, considered a guide to future headline inflation, has risen steadily since last year, with Fed officials citing the Trump administration's import tariffs, higher oil prices due to the war with Iran, and now massive investments in artificial intelligence as reasons for the increase.

#boston #data #high

Late last month, Tilray Brands (NASDAQ: TLRY) released its latest fiscal results and guidance updates. The market reacted positively to both, resulting in a modest post-earnings rally.
Since then, however, the bull run for one of the most-followed marijuana stocks has run its course. This is especially interesting, given that the U.S. legalization catalyst seems to be strengthening at the same time. Still, considering several factors, it is not surprising that investors appear hesitant to bid up Tilray shares.
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 »
Take a look at Tilray's latest quarterly financials, released on July 28, and you'd think that the Canada-based cannabis company had turned a corner. In the earnings release, management touted the company's "record revenue and adjusted EBITDA" and provided promising guidance for the coming fiscal year.
Yes, last fiscal year, revenue increased by 11%, to around $915 million, signaling that Tilray's getting close to hitting its $1 billion annual revenue target. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased 11%, to $61.1 million. Adjusted net income, rising from $6.5 million to $12.2 million, nearly doubled as well. Even so, adjusted earnings fell short of sell-side forecasts. Worse yet, on a GAAP basis, Tilray once again reported heavy losses, with net losses attributable to Tilray shareholders totaling $49.6 million, or negative 43 cents per share.

#NVIDIA #signal

Microsoft (MSFT) cut a $6.8 billion dividend check in fiscal year 2026 while spending $116 billion on AI capex, an amount 4.5 times greater.
Applied Materials (AMAT) led the other 25 ex-dividend companies that same day at $421 million, less than 7% of Microsoft's single-day payout.
Amy Hood committed to staying free cash flow positive in FY2027 even as capex could reach $175 billion, with Azure already crossing $100 billion in annual revenue.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft (NASDAQ:MSFT) went ex-dividend on August 20, 2026 at $0.91 a share, cutting a check to holders of record for $6,757,245,950, payable September 10, 2026. That single distribution was the largest of the 26 companies going ex-dividend that day, and it dwarfed the runner-up: Applied Materials (NASDAQ:AMAT) at $420,798,270. Marriott (NASDAQ:MAR), SBA Communications (NASDAQ:SBAC), and LKQ (NASDAQ:LKQ) also went ex-dividend the same day, but none came close to Microsoft's scale.

#Microsoft #billion #amat

Dividends are great, but what's even better for long-term investors is knowing that they're holding shares of a company that's a true dividend stock, not just a stock that pays a dividend.
Companies become true dividend names by showing unwavering commitment to steadily increasing their payouts. One of the world's largest oil companies, ExxonMobil (NYSE: XOM), is certainly in that camp. ExxonMobil is on a 43-year run of increasing its payout. Those are increases shareholders can set their clocks by, and for those wondering, pencil in the energy stock's next dividend lift. It's likely to arrive in October, as it has over the past several years.
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 »
Each of the company's 2023 through 2025 increases was $0.04 per share quarterly. That's not much, but those boosts add up over time. That consistency may have some on Wall Street banking on another increase of $0.03 to $0.04 a share, but ExxonMobil can deliver an "October surprise" -- and a positive one at that.
In addition to the 43-year payout increase streak, ExxonMobil is the second-largest dividend payer in the S&P 500. Fortunately, a yield of 2.5% and a payout ratio of 52.5% imply two pivotal factors. First, the energy company isn't burdened by its dividend obligations. Second, there's room for payout growth.

#exxonmobil

The future of Nico Gonzalez at Manchester City became painstakingly clear on Sunday. Marc Guehi started in midfield and the Spanish midfielder was an unused substitute in City's 2-1 win over Bournemouth. The fact that Guehi was preferred in midfield to Nico Gonzalez said all you needed to know about where he stands in Enzo Maresca's squad. It has been reported that Nico Gonzalez is set to sign for Newcastle United. That move may not be popular, but it may be for the best for Nico and Manchester City.
Nico Gonzalez is set to complete a permanent move to Newcastle United. Fabrizio Romano reports that Manchester City and Newcastle have agreed on a £50 million package that will see the Spanish midfielder depart the FA Cup and Carabao Cup holders. It is reported that Newcastle will pay £47 million plus £3 million in add-ons. Romano also reports that Nico will be a key player for Newcastle as they bid to replace Bruno Guimarães and Sandro Tonali.
During his time at Manchester City, Nico Gonzalez didn't really put a foot wrong. He was signed during the January 2025 transfer window when Pep Guardiola's squad was in desperate need of midfield reinforcement. He showed glimpses during the back end of that season that he could grow and become a consistent contributor for Pep Guardiola's side. He did play really well in the Rodri role during the first half of last season. However, when Rodri returned from injury, Nico's opportunities to play dried up.
During the closing stages of last season, Nico Gonzalez was left out of Manchester City's matchday squad altogether. It was thought that with Enzo Maresca coming in the equation could change for Nico. But it has not. Instead, he is on the verge of signing for Newcastle. Also, if Nico had come on as expected, perhaps Manchester City would not have been so eager to sign Ayyoub Bouaddi from Lille.
In the end, perhaps it is the right move for Manchester City to sell Nico Gonzalez to Newcastle. The Spanish midfielder should be an important player for them and he will get the opportunity to play regularly which wasn't going to arrive at City. That is probably the best move for all concerned despite it being an unpopular move.

#newcastle #squad

ANAHEIM, Calif. (AP) — Parker Messick pitched six innings of one-run ball and Austin Hedges hit a two-run homer in the Cleveland Guardians' 4-2 victory over the Los Angeles Angels on Monday night.
Jo Adell hit a go-ahead single for the Guardians against his former team. Messick (10-8) gave up three hits, struck out four and walked one while extending to nine his string of consecutive starts with two or fewer runs allowed.
Through 26 starts, the rookie left-hander has a 2.50 ERA with 156 strikeouts in 155 innings.
Colin Holderman struck out three of four batters in the seventh. Hunter Gaddis tossed a scoreless eighth and Cade Smith gave up a run in the ninth before earning his 34th save.
Cleveland won its fifth straight and pulled within 2 1/2 games of the first-place Chicago White Sox in the AL Central.

#messick #Guardians #starts

With U.S. debt hitting $40 trillion, markets are turning more attention to that burden and whether policymakers will address the root causes or just the symptoms.
The Treasury Department's interventions in the bond and currency markets in recent weeks point to the latter.
Treasury Secretary Scott Bessent surprised Wall Street on Wednesday with a plan to increase buybacks of long-term bonds, after the 30-year yield hit the highest level in nearly 20 years.
That came just a few weeks after the U.S. and **** an took such joint action to boost the yen for the first time in three decades. But to make it happen, the U.S. sold euros instead of dollar-denominated **** ets, avoiding a sale of Treasury securities that would put more upward pressure on yields.
Japan also refrained from selling Treasuries and instead tapped an obscure Federal Reserve tool called the Foreign and International Monetary Authorities Repo Facility (FIMA). This mechanism allowed **** an, which is the world's largest holder of U.S. debt, to borrow dollars against its Treasury stockpile, obtaining a limited form of liquidity.

#treasury #secretary #scott #wall

SoundHound AI (NASDAQ: SOUN) stock has gone on quite the roller-coaster ride over the past few years. It was trading below $2 a share in January 2024, but topped out at over $24 per share at the end of that year. It nearly hit that high again in late 2025, but has come down significantly since then, and now trades at just over $7 per share. While hype about the company may have driven its stock up and the vacuum left behind when that buzz dissipated caused it to sink, SoundHound AI has been doing pretty well on the business front.
It has several exciting propositions that could make it a giant in the AI ***** e, but could it be your ticket to becoming a millionaire?
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 »
When measuring a single stock's potential to make an investor a millionaire, I think setting the initial investment at $10,000 is reasonable. Starting from an investment of that size, the stock would need to deliver a 100x return to transform the stake into a $1 million position.
Does SoundHound AI have that kind of upside potential? Today, it has a $3.12 billion market cap, so it would need to grow into a $312 billion company -- which is still smaller than another hot AI software stock, Palantir (NASDAQ: PLTR), which is now valued at $420 billion. Palantir's tools for integrating AI features into business workflows have become quite popular. If SoundHound AI's audio recognition and AI integration software gains a similar level of popularity, then I think it's entirely possible the stock could deliver life-changing returns to long-term shareholders.

#NVIDIA #signal #down

AstraZeneca PLC (NYSE:AZN) is paying $600 million upfront to secure global rights to Zegfrovy from Dizal Pharmaceutical Co., Ltd, adding another targeted therapy to one of the pharmaceutical industry's largest oncology portfolios. Dizal Pharmaceutical could receive an additional $900 million if specified development, regulatory, and sales milestones are achieved, bringing the agreement's potential value to $1.5 billion. Dizal will also receive tiered royalties on the global sales of Zegfrovy.
Zegfrovy, also known as sunvozertinib, is an oral treatment approved in the United States and China for certain adults with locally advanced or metastatic non-small cell lung cancer with EGFR exon 20 insertion mutations, whose disease has progressed on or after platinum-based chemotherapy. Under the agreement, AstraZeneca (NYSE:AZN) will take responsibility for the treatment's global development and commercialisation.
For AstraZeneca (NYSE:AZN) shareholders, the transaction offers an opportunity to ****** s whether another targeted lung-cancer medicine can reinforce the company's oncology leadership, or whether the price adds further execution risk to an already extensive pipeline.
The agreement strengthens AstraZeneca's (NYSE:AZN) position in a therapeutic area where it already has substantial scientific and commercial experience. The company has built a major lung-cancer business around treatments including Tagrisso, Imfinzi, and Enhertu. That existing infrastructure could help AstraZeneca (NYSE:AZN) introduce Zegfrovy to physicians and patients more efficiently than a smaller developer with a limited global presence.
Zegfrovy also addresses a specific group of patients with EGFR exon 20 insertion mutations, for whom treatment options remain limited. In the Phase III WU-KONG28 trial, Zegfrovy produced median progression-free survival of 10.3 months, compared with 7.5 months for chemotherapy. AstraZeneca (NYSE:AZN) therefore gains an approved medicine supported by late-stage comparative evidence rather than an early experimental ****** et whose clinical viability remains largely unknown.

#lung #egfr

A stock can look very different six months after purchase, especially when its price has fallen way below the original entry point.
Most investors hold on, waiting for the price to recover rather than locking in a loss. A pattern one of the most successful investors alive says causes lasting financial damage.
In his 2024 letter to Berkshire Hathaway shareholders, Warren Buffett identified a behavioral pattern he called "the cardinal sin" of managing a business.
His late partner, Charlie Munger, had a blunter label for the habit of sitting on known problems and hoping they disappear on their own: "thumb-sucking."
Buffett's candor in the 2024 Berkshire Hathaway annual letter went beyond a single line about thumb-sucking.

#sucking

WASHINGTON (AP) — The Trump administration is preparing to revoke the business and tourism visas of up to 200,000 foreigners who have applied for or are currently seeking asylum status in the United States. If it happens, the move would be the largest single mass revocation of visas in U.S. history and would likely face legal challenges.
Unless challenged or revised, the State Department is expected to announce in the coming weeks the revocation of so-called B1 and B2 visas issued between 2016 and 2026 whose holders have sought asylum or are now seeking asylum, according to State Department documents obtained by The ******* ociated Press and two U.S. officials. The action will be taken in coordination with the Department of Homeland Security.
"We are coordinating with DHS to identify and revoke the nonimmigrant visas of foreigners who have come to the United States claiming to be short-term visitors, but then file for asylum to stay here permanently," said State Department spokesman Tommy Pigott.
He declined to comment on the number of visas that might be revoked, saying "as the process will be ongoing, the number of revocations remains dynamic and will be done on a rolling basis."
The revocations would not necessarily result in their immediate deportation, the officials said. Most of those with asylum cases currently pending would be recategorized but would lose their status as business or tourism travelers, according to the officials, who spoke on condition of anonymity because the revocations are not final yet.

#department #visas

This year has been an exciting time for the stock market. Despite some short-term downturns related to the Iran conflict and ongoing uncertainty about inflation and rising interest rates, investors seem bullish on stocks. The S&P 500 (SNPINDEX: ^GSPC) recently reached all-time highs and is up about 13% year to date.
But how should you invest for the future? Is buying the S&P 500 index a good bet for the long term?
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 »
Here's what every investor should keep in mind: In the past 98 years, since 1928, the S&P 500 has delivered average annual returns of about 10%. That average return includes many booms, busts, and economic crises along the way.
But if you're a long-term investor, buying the S&P 500 tends to be a smart choice because it lets you own the 500 largest publicly traded companies in America. Those companies tend to be good at making money and delivering returns to shareholders.

#year

Dividend aristocrats like JNJ and PEP require up to $6.5 million at yields between 3% and 4%, but they consistently grow income faster than inflation.
Realty Income (O) pays a monthly 5.1% yield with 115 consecutive quarterly increases, while Altria (MO) yields 6.3% but carries negative shareholders' equity.
A low-yield dividend portfolio growing 8% annually doubles income in nine years, likely outpacing a 12% static yield that risks steady principal erosion.
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Imagine needing $19,000 to land in your checking account every single month, not from a paycheck but from dividends alone. That adds up to $228,000 over the course of a year, roughly what a dual‑income professional family spends in a pricey coastal city, or what a seasoned physician clears after taxes. The size of the nest egg required to generate that kind of cash flow varies by millions depending on the yield you target, and each possible yield brings a completely different set of compromises.

#yields #don 't

KO is up 32% year to date on record Trademark volume growth, while PEP yields 4% at a discounted 17x forward P/E.
PG has paid dividends for 136 consecutive years and trades at a rare 20x forward P/E after falling 6% over the past year.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and P&G didn't make the cut. Grab the names FREE today.
August is closing on a market that has rewarded speculation and punished patience, which is exactly when the boring compounders start looking interesting again. The three names below are all Dividend Kings, each with more than 50 consecutive years of dividend increases, and each has just delivered results that reinforce why long-term holders keep showing up (we ranked our ten favorite Dividend Kings by valuation right now in a free report here). Two of them are trading well off their 52-week highs, and one is running hot into a World Cup catalyst. For investors thinking about positioning income portfolios before the calendar flips to September, this trio deserves a serious look.
Procter & Gamble (NYSE:PG) is the definition of forever-hold. The consumer staples giant just closed out fiscal 2026 with its 70th consecutive year of dividend increases and has now paid dividends for 136 straight years, going back to 1890. That is a streak that has become an institution.

#consecutive #dividends

Aug 23 (Reuters) - - Vietnam's National ******* embly on Sunday approved amendments to the customs law that strengthen customs powers to intercept ‌counterfeit and intellectual property-infringing goods, a move that could address some ‌concerns raised in a U.S. trade investigation into the country's protection and enforcement of intellectual property rights.
• The changes come after the U.S. Trade Representative in May launched a Section 301 investigation into Vietnam's intellectual property regime after designating the country a "priority foreign country" in its annual Special 301 review.
• Among ‌the concerns cited by ⁠USTR were widespread counterfeiting, weak border enforcement, limited use of customs' authority to seize suspected counterfeit goods on its ⁠own initiative, and the absence of similar powers over goods transiting Vietnam.
• The revised law, which takes effect in March 2027, expands customs enforcement provisions to cover not only imported and exported goods but also goods transiting ‌through Vietnam, broadening the range of shipments that may be subject to intervention by customs authorities.
• Under the amendments, customs authorities retain the power to suspend clearance when rights holders provide evidence of possible infringement and a financial guarantee. Customs officers may also proactively halt the clearance of ‌imported, exported or transit goods if they identify clear signs of counterfeiting or other intellectual property violations.

#vietnam