AA Milne's first Pooh book was published a century ago in October 1926. Generations of children loved it, but its inspiration, the author's own son, told the BBC that he took to "running away when people bring up the subject".
"Pooh, promise you won't forget about me, ever. Not even when I'm a hundred." This is the plaintive cry made by Christopher Robin to his teddy bear, Winnie-the-Pooh, in the final chapter of The House in Pooh Corner.
British novelist and playwright AA Milne needn't have worried. The first Winnie-the-Book was published 100 years ago in October 1926, and introduced a cast of characters modelled on the author's son and the soft toys he played with: lovably dim Pooh Bear, nervy Piglet, hyperactive Tigger, pessimistic Eeyore. Far from being forgotten, in the century since then the characters have taken on a life far beyond the parameters of their idyllic home, the Hundred Acre Wood.
BBC Radio 4, Desert Island Discs: Christopher Milne, 13/11/1976
From 1966, they became the subject of animated and live-action Disney films, in what is now one of the highest-grossing media franchises of all time. Pooh Bear has even courted controversy in Poland for being "inappropriate", sparked memes mocking the Chinese president Xi Jinping, and prompted tongue-in-cheek pop-culture theories in which the residents of the Hundred Acre Wood have been "diagnosed" with different psychological conditions.

#christopher #acre #wood

Eric Bauza, the voice actor behind the modern-day Bugs Bunny and Daffy Duck, among other iconic animated characters, has died at age 46, according to his family and official health records.
The Emmy Award-winner passed away Sunday from hypertensive cardiovascular disease, according to records from the Los Angeles County Medical Examiner.
Bauza's family said in a statement on his social media pages that he died "suddenly."
During his career, Bauza tallied hundreds of voice acting credits with multiple studios, including Disney, DreamWorks and Cartoon Network.
Eric Bauza attends the 2024 Entertainment Community Fund Gala at Marriott Marquis Theater in New York City, on April 8, 2024. - Marleen Moise/WireImage/Getty Images

#bauza #eric #voice #died

Data centers have emerged as a national issue during this midterm election cycle, and candidates for the House and Senate have seized on it in their campaigns.
But state and local officials actually have more sway over data center construction and energy infrastructure, so the winners of lower-profile races may hold the economy's future in their hands.
Hyperscalers have been spending hundreds of billions of dollars a year, with forecasts for 2027 topping $1 trillion. JPMorgan has estimated AI-related investment was responsible for about one-fifth of GDP growth over the past year. ******* ysts at ING believe AI will account for a third of growth in 2026.
With Election Day just over a week away and early voting already in full swing in many states, expectations for big Democratic gains could weigh on the stock market, which has sold off in recent days on fears the AI boom will go bust.
If there is a further stock slump, it will be because a "blue wave" at the state and local levels will usher in lawmakers opposed to data centers, Thierry Wizman, global FX and rates strategist at Macquarie, said in a note on Monday.

#local #House

Eric Bauza, the Emmy Award-winning voice actor known for bringing some of the most famous Looney Tunes characters to life, has died at the age of 46.
Bauza died at a home in Los Angeles County on Sunday, October 25. The Los Angeles County Medical Examiner determined that his cause of death was hypertensive cardiovascular disease and classified his death as natural. He also had sleep apnea and class 2 obesity.
His family announced his death in a statement posted to his Instagram account on Sunday.
Bauza was best known as one of the modern voices behind Bugs Bunny and Daffy Duck, but his work spanned a host of other beloved Looney Tunes characters, including Porky Pig, Tweety, Elmer Fudd, Foghorn Leghorn, and Road Runner.
According to IMDB, his extensive career included voicing characters in over 400 productions, with roles in productions including "Space Jam: A New Legacy," "Looney Tunes Cartoons," "Avatar: The Last Airbender," and "Scooby-Doo! Mystery Incorporated."

#bauza #characters #died

Oct. 26 (UPI) -- Actor Eric Bauza, the voice of Bugs Bunny and other Looney Tunes characters in recent years, has died, according to his family. He was 46.
His death was announced late Sunday on his Instagram account. The statement from his family said that he "has passed away suddenly" and more details would be later announced.
The Los Angeles County Medical Examiner said in a report that Bauza died Sunday at his residence. The cause was hypertensive cardiovascular disease.
Emmy Award-winning writer and producer Aaron J. Waltke offered his condolences online following the death of Bauza, whom he worked with on several projects.
"Working with Eric Bauza was such a tremendous joy. He was always so kind and open-hearted, even before he became the voice of our childhood," Waltke said on X.

#announced #actor

Moments after the extension was announced, Wallace went on Instagram and made a post, and his teammates were quick to comment. Jaylin Williams was one of the first, and he had a wild request after Wallace got paid. "So you finna buy me you & K matching lambos," Williams wrote.
This article originally appeared on Hoops Hype: "So you finna buy me you & K matching lambos," …

#wallace #matching #jaylin #hype

Bobby Marks: The Thunder now have 13 out of 14 of their current players under contract for next season. They are also projected to have 3 firsts in next year's draft, including swap rights with the Clippers.
This article originally appeared on Hoops Hype: The Thunder now have 13 out of 14 of their current …

#thunder #hoops #hype

The Stein Line has learned, however, that Cissé is a real candidate to be claimed off waived in the event he is let go. Chicago, sources say, has interest in the high-energy big man. I'm told Atlanta also has interest even though the Hawks don't currently have an open standard spot. If Cissé were to be waived Monday and then clear waivers Wednesday, I'm also told that the 76ers and Lakers would have strong interest in signing him to a two-way deal even though neither team currently has a two-way opening.
This article originally appeared on Hoops Hype: Lakers, Sixers would have interest in Moussa Cisse?

#ciss #even

APHoops: Anthony Black responds to an Orlando Magic fan who comments "Don't leave please" on his latest Instagram post: "not my choice twin" Black is currently slated to become a restricted free agent next Summer.
This article originally appeared on Hoops Hype: Anthony Black responds to an Orlando Magic fan who …

#black #anthony #Magic

Matt Barnes: "I feel like Steph is not going nowhere. I think Steph is going to be on that Kobe, ride the ship till it sinks type situation, extension where he took less money to hopefully give the team some flexibility. I like Yaxel, killer, big kid, not afraid of the moment, a **** talker. One of those kids that stayed in college, I think he is 23 or 24 now as a rookie, so he is ready to go."
This article originally appeared on Hoops Hype: Matt Barnes: "I feel like Steph is not going nowhere. …

#going #matt #kobe

As The Stein Line first reported last Sunday, however, Orlando's Anthony Black is not expected to join that group after scant discussion between the sides to this point. The Magic remain big fans of the 22-year-old and don't want to trade him, league sources say, but Orlando also knows that its payroll can't withstand another pricey long-term deal with Paolo Banchero, Franz Wagner, Jalen Suggs and Desmond Bane all on long-term pacts and each of them making between $32.4 million (Suggs) and $41.8 million (Wagner) this season.
This article originally appeared on Hoops Hype: Orlando doesn't want to trade Anthony Black

#term

League sources continue to pinpoint Charlotte's Brandon Miller as the top contender to join a club that, to this point, features only Wallace, San Antonio's Victor Wembanyama, Utah's Keyonte George, Golden State's Brandin Podziemski and twins Amen Thompson (Houston) and Ausar Thompson (Detroit).
This article originally appeared on Hoops Hype: League sources continue to pinpoint Charlotte's …

#sources #wallace

Shams Charania: Just in: Oklahoma City Thunder All-Defensive guard Cason Wallace has agreed to a five-year, $139 million rookie-scale contract extension, agents Jeff Schwartz, Max Lipsett and Marcus Monk of Excel Sports Management tell ESPN.
This article originally appeared on Hoops Hype: Cason Wallace gets five-year contract extension

#wallace #shams

Packers' Evan Williams denies Cowboys TD with huge Dak Prescott INT appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Green Bay Packers got on the board first in their much-hyped Week 6 clash against the Dallas Cowboys. Jordan Love connected with Matthew Golden for a nine-yard touchdown in the first quarter.
The Cowboys looked poised to answer as they got an interception from inside Packers territory on their next possession. They thought they had scored a pick six, but it was overturned. The Packers then hit back immediately as Evan Williams picked off Dak Prescott on the very next possession.
Williams likely saved a touchdown or at least a field goal with his interception as the Cowboys were already in the red zone. Prescott's pass was intended for CeeDee Lamb, but the Cowboys wideout likely wouldn't have gotten to the ball as it seemed to be thrown behind him. The resulting Packers possession resulted in a field goal after a marathon 15-play drive that lasted over eight minutes.
The Packers defense has been on quite a roll with the interceptions this season. Heading into Week 6, they were tied for the lead league with seven interceptions. And with their pick of Prescott, they have now recorded an INT in five of their first six games. Curiously, the only quarterback they failed to pick off was the Jets' Geno Smith.

#pick

I'm living proof of the saying that "kids keep you young." My wife and I don't need social media. We've got multiple social barometers living in our house. But my usual reaction to every new trend or slang that enters their lexicon ("cooked" and "tuff" have been the new favorites) is skepticism. Before I try to figure out how much attention I need to put into what has them hyped, I try to figure out how serious they are about their enthusiasm.
Sunday's fantasy football action left me in a similar spot. We didn't get many massive box score performances from our stars. Instead, Week 6 was about our mid- and late-round picks or waiver-wire acquisitions. And with some giving us repeat results, the storylines coming out of Sunday should have us adjusting how we approach fantasy free agency on Tuesday.
Both Trevor Lawrence and C.J. Stroud were hooping all morning. They were the perfect pivot from whatever we had to watch on TNF. But as I was watching the Texans offense, a couple of things stood out.
what a throw from Stroud, too. pic.twitter.com/fz4EbOAKvT https://t.co/2MaTqWpPgd
First, Stroud's command of the offense was at an all-time high. Jacksonville came into the game with the 12th-highest pressure rate. Houston had a twofold response. It used an extra lineman on 35.6% of its plays (a season-high), and Stroud was getting rid of the football in 2.31 seconds (a season-low). The result was not only his lowest pressure rate (8.6%) but also his highest EPA per dropback (0.35). More importantly, the Jaguars' defensive measures, which included blitzing Stroud on 31.4% of his dropbacks, didn't stop him from throwing the ball.

#fantasy

Shaun of the Dead and Mission: Impossible films star Simon Pegg has revealed he has been diagnosed with ADHD, which he said "confirmed a lot of stuff that I'd been wrestling with".
Pegg, 56, who also co-created and starred in films Hot Fuzz, The World's End, and TV series ******* ed, said "there was a lot of build-up and suspicion, and it just took a while actually to get there."
Speaking on the podcast I'm ADHD! No You're Not on Thursday, he said he pursued a diagnosis as he "just wanted to know".
ADHD symptoms focus on three main areas - inattention, hyperactivity and impulsivity plus lack of concentration.
Although many people may feel like they have some similar symptoms, genetics play an important role in ADHD and a full diagnosis is given to those who are negatively affected on a daily basis.

#mission

Saved by the Bell actor Dennis Haskins' cause of death has now been disclosed one week after his passing. Haskins, who was best known for playing Principal Belding on the hit NBC sitcom, died at the age of 75. The newly revealed details now provide insight into the health condition that led to his death.
Dennis Haskins' death certificate has revealed new details about the health issues that he faced before his death. The document confirms that Parkinson's disease was the immediate cause of death for the actor.
The certificate, obtained by TMZ from the Los Angeles County Department of Public Health, states that Haskins died on September 27, 2026, at Providence Saint Joseph Medical Center in Burbank. It also mentions several other conditions, including irritable bowel syndrome, depression, hypertension, and benign prostatic hyperplasia.
Haskins had kept his Parkinson's diagnosis largely out of the public eye. His ex-wife, Sarah Quinones, previously said that he went to considerable lengths to keep his illness private, including cutting off communication with people who were close to him. According to Quinones, Haskins stopped returning her calls and messages, as well as those from other confidants who tried to reach him.
Haskins reportedly spent the latter part of his life in an **** isted-living facility. His friend and caretaker Kimberly Snow said he had been dealing with Parkinson's for eight years and had remained in **** isted care since receiving the diagnosis. Previously, Haskins agent Jay Schacher said, "It's a tragic loss. He was a great person, and he loved, I mean absolutely LOVED his fans. He always had time for them, no matter what."

#haskins #loved #actor

An expert has explained Prince Harry's decision to shield Prince Archie and Princess Lilibet from public attention. The Duke and ****** ss of Sussex have been fiercely protective of their kids' privacy since their births. To date, the couple has avoided releasing full-face images of the royal children.
A royal expert has offered insight into why Prince Harry and Meghan Markle's children have largely stayed out of view.
According to Royal Editor Matt Wilkinson, the Duke's own upbringing is key to understanding his parenting approach. Having spent his entire childhood in front of the cameras, Harry is now hyper-aware of what constant public attention can do.
Speaking on the A Right Royal podcast, Wilkinson explained, "My understanding of this, or up to a certain stage, is that Harry would much rather his children were not seen. He doesn't want them to be tapped."
As reported by the Daily Express, he further noted that Markle brings a different perspective to the decision. Having had a private California upbringing, she likely wouldn't feel the same instinct to keep them out of sight.

#prince #wilkinson #decision

Oracle, Microsoft, and Amazon helped push hyperscaler capex past $400 billion in 2025, a figure that exceeded combined operating cash flow for the first time.
Meta and Alphabet fund an AI buildout projected at $9 trillion through 2032, averaging 3.22% of GDP and topping railroads' historic 2.24% share.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Railroads made Cornelius Vanderbilt America's richest person by the 1860s, dying in 1877 with an estate estimated at $95 million to $105 million, larger than U.S. Treasury holdings. By share of GDP, Vanderbilt places third among the richest Americans, behind Rockefeller and Carnegie. Within years, his industry's financing gave way, a warning for today's AI expansion.
The rail network doubled from 35,000 to 70,000 miles between 1865 and 1872, with bonds financing more than three-quarters of it. On September 18, 1873, Jay Cooke's bank failed. The New York Stock Exchange closed for ten days, its first closure ever.

#railroads #amazon

A joke about an old romance has put Kim Kardashian and Pete Davidson back in the headlines. The comedian is looking back on it with humor, while she, according to a source, is still sensitive about the subject. The source also says she has taken a firm stance on how she deals with Davidson, and it is not a "chapter of her life she's willing to discuss."
Pete Davidson, 32, recently spoke about his past with Kim Kardashian, calling himself "one of the survivors — the few and the proud." He went on to add, "We're like the Marines." The comedian also maintained that he still has "a lot of love" for the Skims founder, 45. Davidson also added that Kardashian respected his privacy, but the constant cameras were still too much for him. "I knew what I was getting into," he said.
Following his remarks on their brief relationship, a source close to Kardashian spoke to In Touch. The source said Kim remains "hyper sensitive" about Davidson. She has reportedly told people she won't discuss that chapter of her life and "would prefer if they didn't bring it up." The source drew a contrast with her marriage to Kanye West. Leaving West brought relief and freedom, the source said. Davidson ending their relationship, by comparison, brought "rejection and devastation."
According to the source, Davidson knows he hurt Kardashian and feels terrible about it. The source also claimed he is "genuinely happy" that she has moved on with someone else. He would nonetheless "love to build a friendship" with his ex, the source said. Kardashian, however, sees things differently. The source said she has chosen to "draw a firm line under the past" and has essentially banished Pete Davidson from her personal universe. "She wishes him the best," adds the source, "but doesn't need his apologies or friendship."
The source also described how deeply the breakup affected her. It reportedly "crushed her ego" and took a long time to process. The 45-year-old was said to be "madly in love" and convinced they had a future, even if the relationship was short.

#davidson #pete #relationship

Ryan Seacrest got heads turning after posting a shirtless thirst trap to his Instagram on Saturday.
"This is what a day off looks like from start to finish," Seacrest wrote, posing with an ElliptiGO elliptical bike in the morning and evening.
Diplo, Gleb Savchenko, Jay Manuel, and some of Seacrest's other famous friends hyped the TV host up in the comments, with Diplo commenting, "Ryan relax!!!"
Summer isn't over — and Ryan Seacrest just made it even hotter.
The Wheel of Fortune host burned up his Instagram page on Saturday by sharing a sizzling shirtless picture that showed him posing with an ElliptiGO elliptical bike in an arid locale under the bright sun. In a video also shared in the carousel, Seacrest was still out in the desert with the bike, this time staring up at the moon.

#diplo

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company's position in telecom infrastructure, cloud software, and hardware networking solutions.
Riley noted that the company's networking businesses are seeing strong growth. In Q2 2026, Optical Networks revenue increased 20% year-over-year, while IP Networks grew 16%. Net sales to AI and cloud customers also surged 105%. The research firm noted that hyperscalers continue to purchase Nokia Oyj's (NYSE:NOK) AI networking products to support large-scale computing clusters.
The company's AI and cloud opportunity is also reflected in its order book. Nokia Oyj (NYSE:NOK) reported EUR 2.8 billion in AI and cloud order intake during the second quarter of 2026. B. Riley pointed out that this provides revenue visibility into 2027. The firm also noted that the carrier inventory correction cycle that had weighed on global capital expenditures has now concluded.
Riley derived its $15 price target using a sum-of-the-parts valuation that separates the company's legacy ****** ets from its data center business. The firm applied a premium hardware multiple to the data center segment, reflecting its view of the potential operating leverage in that business.
Profitability Remains a Concern

#riley #NYSE #firm

On September 9, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) raised £4.25 billion, or about $5.76 billion, in its first-ever sterling bond sale, slightly more than initially expected, as part of a four-tranche deal spanning 3 to 19 years. Final investor demand came in at more than £10.65 billion, roughly 2.5 times the amount raised, but that was notably lower than the demand Alphabet saw for its own sterling debut in February, a sign ******* ysts said shows hyperscaler borrowing may be starting to test the limits of investor appetite.
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.

#sterling #infrastructure #NASDAQ #amzn

Updated Sept. 18, 2026 4:59 pm ET
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1357 ET – Hyperliquid’s HYPE token rises 6.7% to $90.83 after the exchange announced that it would enable direct borrowing on its platform. HYPE hit a record $92.43 earlier in the session. Hyperliquid says that it will let users supply HYPE or BTC as collateral for loans, offering 65% and 50% loan-to-value, respectively, according to a statement on its website. The HYPE token has gained 30% in the past two months alone.(kirk.maltaiswsj.com)

#market

A crypto whale appears to be shifting a large portion of its portfolio from Bitcoin into Ethereum.
According to blockchain ***** ytics platform Lookonchain, 11 newly created wallets suspected to belong to the same whale, sold 602 BTC and bought 18,780 ETH on Hyperliquid over the past three days. Both sides of the transactions were worth roughly $45.83 million, indicating a large-scale portfolio rebalancing.
At press time, Bitcoin was trading around $81,001, up nearly 5.5% over the past 24 hours, while Ether was around $2,594, gaining about 5%.
JPMorgan says one ***** et class could soon beat gold
Kevin O'Leary has a warning on Washington's tax plans

#whale #Portfolio #ethereum #lookonchain

FleetCor and CEO Ronald Clarke agreed to a $100 million payment resolving Federal Trade Commission litigation. The settlement follows years of court action over hidden charges involving commercial fuel cards. Harm reached tens of thousands among small-business customers seeking lower operating costs. Regulators say promised savings disappeared beneath undisclosed billing practices.
Federal regulators accused FleetCor, which now operates as Corpay, of imposing unauthorized fees totaling hundreds of millions. Investigators found improper late penalties despite timely remittance or company barriers that prevented payment. Officials cited misleading claims about gas savings, fraud controls, plus card-related expenses. Those practices harmed operators across the United States, according to a 2019 complaint.
Regulators found FleetCor often waited several billing cycles before adding many charges. Delayed timing made extra costs harder for customers to notice. Invoices omitted fee disclosures, pushing account holders toward separate management reports. Even those documents obscured some amounts among unrelated details or excluded them entirely.
"FleetCor deceived its small business customers by promising fuel savings that never materialized," Christopher Mufarrige said. He directs FTC's Bureau of Consumer Protection. Agency officials also criticized hidden and unauthorized charges. Settlement terms channel restitution toward harmed account holders.
In 2023, one federal district court granted summary judgment to the FTC on every count. Its ruling found hidden charges and false representations involving savings, fees, plus fraud-control features. Permanent injunction terms barred FleetCor from billing without informed consent alongside clear disclosures. That order also prohibited deceptive fuel-card claims or hiding material information behind hyperlinks.

#fleetcor #savings

The Federal Reserve raised interest rates for the first time since July 2023 on Wednesday, and the S&P 500 (SNPINDEX: ^GSPC) immediately dropped. It rose again before the day was over, but it's been steadily declining over the past month since hitting a high in mid-August.
There are a number of reasons for the fall, and part of that has been the anticipation of rate hikes. The Fed's decision has a lot to do with the other reasons, including high inflation and rising oil prices, and none of these spell enthusiasm for the market. Here's how the inflation outlook and accompanying interest rates signal a warning for investors.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The simple version is that rising oil prices increase production costs, leading to higher consumer prices. The artificial intelligence (AI) buildout is contributing as well; memory prices are skyrocketing as hyperscalers have an insatiable demand for scarce memory products, and Apple, for example, said it's going to raise some prices.
As inflation surges and prices go up, it's harder for shoppers to keep spending. The worry is that lower consumer spending will lead to sagging sales for many companies, and the market is pricing that in as the inflation outlook persists.

#inflation #since #high #market

Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest companies in the world. Nvidia holds the top spot, sitting at a $5.3 trillion valuation. Micron currently sits at 13th place worldwide, with a $1.1 trillion valuation. These companies are also two of the biggest beneficiaries of the artificial intelligence (AI) build-out, and with that expected to ramp up again in 2027, these two are in a prime position to benefit.
But which stock stands to benefit more? Let's take a look at these two and see which stock makes the most sense for your investment dollars.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Nvidia and Micron are partners in the AI arms race. Micron makes memory chips, including DRAM memory that's utilized inside Nvidia GPUs. Micron's DRAM chips are also utilized in several other competitors' products, and demand for these products continues to rise.
Nvidia forecasts that the big five AI hyperscalers will spend nearly $800 billion on data center capital expenditures during 2026. Next year, that figure is projected to rise to $1.3 trillion. That's a lot of GPUs from Nvidia, filled with memory chips from Micron. There is huge demand for each company's product, but there is a stark difference in the long-term demand curve for each.

#memory #demand #gpus

With just over three months left in the year, the S&P 500 (SNPINDEX: ^GSPC) is up 11% year to date. If it manages to stay there, it will end 2026 with four consecutive years of double-digit gains, a feat not accomplished since 1999 -- incidentally, right before it crashed and lost nearly 50% of its value. It lost that over three years, and it didn't reach a new high until mid-2007. Many companies went out of business then as the dot-com bubble burst.
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.

#years #right #lost

Nearly 10 years ago, Warren Buffett told Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) investors that he had made a mistake for not buying Google when he had the opportunity many years earlier. He had become quite familiar with the business because GEICO, Berkshire's consumer insurance company, was paying $10 or $11 per click for advertising on the search engine owned by Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). At the 2017 shareholder meeting, Buffett said he'd missed the opportunity, but he wouldn't bet against Google.
The stock climbed significantly while Buffett sat on the sidelines. He finally pulled the trigger on the stock in the third quarter of last year. Since then, he and newly appointed CEO Greg Abel have plowed tens of billions into the stock, making it one of Berkshire's biggest investments. But Buffett arguably missed out on a 9,000% gain by not buying into the stock sooner.
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 »
It's hard to blame Buffett for not buying Alphabet, then known as Google, when it made its initial public offering (IPO) in 2004. Buffett historically avoids both IPO stocks and tech stocks.
Buffett thinks IPOs are typically overvalued, at least relative to many other stocks, because underwriters are incentivized to secure the highest possible price for the company issuing shares. An IPO like Google's also comes with a lot of hype and media attention that can drive prices higher without any fundamental basis.

#buffett #NVIDIA #years #company