California Resources Corporation (NYSE:CRC) announced on September 17 that it had agreed to sell its Uinta Basin **** ets, located mostly in Utah and Colorado, to an undisclosed buyer for $90 million in cash. The company had come to own the Uinta **** ets, which span about 100,000 net acres, after it acquired Berry Corp last year. However, CRC considered them non-core to its operations. The net proceeds from the sale will be used for shareholder returns and other corporate purposes.
Francisco Leon, President and CEO of California Resources Corporation, commented:
"Today's transaction strengthens our business. The monetization of our Uinta Basin **** ets sharpens our focus on California and captures additional value from the Berry merger. This transaction enhances our capital allocation flexibility, allowing us to invest in higher-return opportunities within the Golden State and supports our shareholder return strategy. The sale also helps offset the purchase price of our recent midstream transaction."
The transaction is expected to close by year-end, subject to the receipt of certain third-party consents and other customary conditions.
The sale will allow CRC to redeploy the $90 million toward **** ets that are central to its operating strategy while avoiding additional capital commitments to Uinta. The company already stated in its Q2 earnings call that Uinta has higher capital intensity, higher break-evens, lower crude quality, higher transportation and operating costs, and steeper declines. Therefore, the sale removes a portfolio distraction at a time when CRC is concentrating investment in California infrastructure and production.

#uinta #assets #transaction #capital

Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.

#Companies

Back in April, Morgan Stanley had highlighted how accelerating Agentic AI demand could boost demand for central processing units (CPUs) beyond the ‌graphic chips that have dominated the AI theme so far.
"As AI transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity."
The firm estimated that agentic AI could add $32.5–60 billion to a data-center CPU market already exceeding $100 billion by 2030.
Piper Sandler now backs this claim, ******* erting that Agentic AI is driving demand for Intel Corporation (NASDAQ:INTC)'s CPU server products amid limited supply. On September 9, Piper Sandler ******* yst David O'Connor initiated coverage on Intel with a Neutral rating and a $110 price target.
Egorov Artem/Shutterstock.com

#agentic #piper #morgan

The Seattle Seahawks are 1-0, so it's time to start scouting their next opponent.
The Arizona Cardinals shocked the Los Angeles Chargers in Week 1 with a 26-14 win in which Mike LaFleur became the franchise's first non-interim head coach to win their first game in charge. The matchup was projected as one of the opening week's most lopsided in favor of Jim Harbaugh and Los Angeles, who were coming off an 11-6 record in 2025. Los Angeles made the playoffs and lost to the eventual AFC champion New England Patriots in the Wild Card round, albeit without either of their starting offensive tackles—Rashawn Slater and Joe Alt—who were both expected to boost the offense upon their return this season. Arizona's defense had other ideas, and became one of the biggest surprises of any unit across Week 1's Sunday slate, while their offense simply looked more talented and outplayed LA with complementary football. That's what the Seahawks will be looking for in Week 2.
The Cardinals defense played with an energy that stifled Justin Herbert and new offensive coordinator Mike McDaniel, who only held the ball for 51 plays and 22:29. Arizona ran 21 more plays and had the ball for 15:02 more of the game (more than an entire quarter?!) When watching this game, the attitude from Arizona's defense seemed to disregard the stature of its opponent. LaFleur retained defensive coordinator Nick Rallis, who Phoenix-based sports radio host John Gambadoro credits for helping set the temperature.
It's easy to see Rallis' results. The intensity of the defense that showed up on tape is just as evident on paper. His Cardinals defense ranks second to last in blitz rate so far this season, yet they held McDaniel and Herbert to a measly 2-for-8 on third downs and 0-for-3 on fourth downs. Their front seven was far more formidable than the Chargers on the day, producing 17 pressures on 55 snaps while LA could only muster 12 on 75 opportunities. On the flipside, the Cardinals' offensive line has been projected as their downfall this season. The Seahawks have a clear opportunity to establish their presence as a physically dominant team if they kill the Cardinals momentum. This will be the game for elite run blockers like AJ Barner and run stoppers like Uchenna Nwosu to put the new age film community on watch.
Offensive talent is far from the problem in Arizona. Trey McBride is the best tight end in football. They've got two running backs in Jeremiyah Love and Tyler Allgeier who can both be a problem for any team. Marvin Harrison Jr. was a matchup nightmare against the Seahawks last season. In Week 3, he had one of the best battles against Devon Witherspoon and Riq Woolen of any wide receiver all year. When partnered with a seasoned veteran quarterback with a quick release, they were able to make life easy on their OL. Jacoby Brissett looked like at least an average starting QB, completing 27/37 passes for a respectable 73.0% completion rate while taking only 1 sack on 39 dropbacks. Loo

September's debate over Chinese and American AI spending puts Alibaba Group Holding Limited (NYSE:BABA) and Amazon.com, Inc. (NASDAQ:AMZN) on opposite sides of the same investment question. Both report strong demand for computing services. Shareholders still need that demand to justify the infrastructure bill.
September 7 coverage of Jefferies' ***** ysis highlighted differences in spending intensity. The companies' own results suggest a more useful test than choosing a winner from headline capital expenditures: distinguish operating progress from cash committed ahead of future growth.
Alibaba's August 20 report showed June-quarter AI Cloud and Compute Services revenue increasing 45% to RMB48.44 billion. Segment adjusted EBITA reached RMB5.63 billion. The reporting group now combines its former Cloud Intelligence Group with T-Head, so investors should use the company's recast comparisons.
That operating improvement supports the case that computing demand can generate returns. It does not mean the spending cycle has already paid for itself. Group capital expenditures reached RMB67.68 billion, while free cash flow, a non-GAAP liquidity measure, was negative RMB44.67 billion for the quarter.
The opportunity is to keep expanding customer demand and utilization as new infrastructure becomes available. The risk is that cash outlays remain elevated while weaker returns elsewhere in the group reduce the room for error. Cloud growth alone cannot settle the value of the entire business.

#spending #cash #Services

Rory McKenzie "can feel the pain" of fellow Kilmarnock fans, especially as the 32-year-old midfielder fears Saturday's Scottish Cup quarter-final defeat by Aberdeen "could be the last chance I get" to play at Hampden Park again.
Having held the Dons to a goalless draw in their previous game in the Scottish Premiership, Kilmarnock failed to take advantage of the visitors being reduced to 10 men and exited after a penalty shoot-out.
"I'm a fan, I feel it," McKenzie, who made his debut for the Ayrshire club in 2011, said. "One of the best days I've ever had was going to Hampden. I'm getting on in my career and it could be the last chance I get.
"Believe me, I feel their pain. I know how it feels.
"We won't get a better chance of getting to a semi-final than that. It was on a plate for us, 1-1, man sent off. We just failed to capitalise and didn't play with enough intensity.

#chance #mckenzie #kilmarnock #play

The Clasico Regio ended in a 0-0 draw as neither team was able to find that breakout goal. The match was supposed to be one filled with excitement and passion, as is every rivalry game, but this one fell short of that by miles. Now Monterrey will prepare for a difficult game against current champions Cruz Azul while Tigres will face 18th place Juárez.
The beginning of the game seemed to set the tone for the game as Monterrey spent the first 10 minutes pressing high. They were not giving Tigres any room to breathe. This high pressure led to frustrations for the visitors who committed fouls left and right. Joaquim even went as far as committing an unnecessary reckless foul and he was awarded the first yellow card seven minutes into the game. In the 10th minute that high pressure paid off with a dangerous opportunity as the Rayados made their way up the right flank. The ball was crossed into the box but Mauro Lainez was there to kick the ball out of danger. A few minutes later and the home side had another opportunity as Orbelin Pineda beat his mark on the left wing and made his way into the box. Unfortunately he did not shoot as he tried to find the perfect angle and in the process he was dispossessed.
By the 30 minute mark the game had hit a stalemate as both teams attempted to break the other down but the defenses stood strong. Monterrey weren't pressing with the high intensity as they had at the beginning of the game meanwhile Tigres were just trying to make their way forward but were unable to make any real threats. A few minutes later Monterrey had a big chance at goal as Lucas Ocampos received a cross in the box that he sent towards the net but Nahuel was there to make the save. This seemed to awaken Rayados who picked up the intensity but were stopped short by Tigres who started to foul again. Mauro Lainez even picked up a yellow for a foul. The half ended with both teams pushing but unable to find anything.
The second half started like the first with Monterrey putting pressure on Tigres who had trouble moving the ball forward. They then had a dangerous chance in the 55th minute when Juan Brunetta stole the ball at the halfway line and made a run towards his opponents box. Instead of making his way into the box he shot from distance but the ball went over the crossbar. Brunetta seemed to be the only one on Tigres who was attempting to make any breakthroughs while his teammates did little to help him. In the 60th minute the visitors had a big chance as they were awarded a free kick outside of the box due to a Rayados foul. The ball made its way inside the box where Alan Franco headed the ball towards the net but Andrada collected the ball.
It wasn't until the 65th minute that either team made substitutions as Monterrey struck first as Matias Almeyda decided to put fresh legs in at striker. A few minutes later Victor Vucetich also brought in two players with fresh legs looking for a spark his team needed. These changes didn't work for eith

Interested in Lam Research Corporation? Here are five stocks we like better.
Lam Research raised its 2026 wafer-fabrication equipment spending outlook to the low-$150 billion range from $135 billion-$140 billion, driven by sustained AI demand and expectations for eight to 10 new leading-edge fabs through 2027.
AI hardware is increasing equipment intensity, while advanced chip designs and packaging are expanding Lam's addressable market. The company cited growing opportunities in gate-all-around transistors, backside power delivery, advanced packaging and dry-resist technology.
Lam is accelerating capacity expansion, including a second Malaysia facility, as clean-room availability and supply-chain capacity constrain the industry. The company also expects NAND upgrades to accelerate, while targeting mid-50% gross margins and reporting record customer-support revenue.
From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts

#billion #Research #equipment #advanced

Hansi Flick spoke at a press conference ahead of Levante-Barcelona, which will be played this Sunday.
This is what the Barcelona coach had to say...
"We're very happy to be playing at this level, but we know we have to prove it in every match. We know our quality, but we have to maintain the mentality, focus, intensity..."
"Our goal, and what we want, is to be better every day, for everyone to stay hungry to improve."
"For me, it's the way we want to play. We know everything can change quickly. We are one hundred percent committed and we want to keep it that way."

#want #levante #we 're #spoke

Raphinha has received another major accolade after his outstanding display against Feyenoord earned him a place in UEFA's Team of the Week, adding to his recent recognition in LaLiga.
The Barcelona captain was singled out by UEFA's technical observers following a performance in which he scored twice, with his opening goal particularly catching the eye.
Raphinha used a clever feint to beat two Feyenoord defenders before finishing the move in style.
UEFA's **** sment also highlighted the Brazilian's work away from the ball and his influence in several areas of the pitch.
"Against Feyenoord, the Barcelona captain led the press with impressive intensity and made runs behind the defence to create danger from deep, as well as playing between the lines, capping off his performance with two magnificent goals," the UEFA website explains.

#feyenoord #week #uefa

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

#operating #revenue #shipments

LAWRENCE — Kansas football has the opportunity to defeat a top 25 opponent on Friday, when No. 23 Missouri comes to Lawrence for a rivalry matchup.
Both KU (1-0) and Missouri (1-0) won their season openers at home. Now, the Jayhawks will have a chance to see just how much of a home field advantage they can have, as the Tigers test themselves on the road. Kansas recently announced that the game would be a sellout.
RELATED: Kansas football vs Missouri live score updates: KU aims at rivalry win
Here's what KU's coaches think about Missouri's team:
KU head coach Lance Leipold acknowledged that the fact the two teams aren't in the same conference anymore means the rivalry isn't what it used to be, but highlighted as well that last year's game reignited the spark and intensity that comes with it. He hopes the game can continue to be played in the future. It had been more than a decade since the two sides played, prior to the game in 2025.

#rivalry #lawrence #home #Friday

Quito's Estadio Olímpico Atahualpa will host an electrifying clash this Thursday between Independiente del Valle and Flamengo in the first leg of the 2026 Copa Libertadores quarter-finals. The Ecuadorian side, which topped its group and comfortably knocked out Deportes Tolima in the round of 16, will look to use the altitude and Junior Sornoza's talent to take the advantage in the tie.
Meanwhile, Mengão arrives as one of the leading ******* le contenders after getting past Cruzeiro. The Brazilian side will field a star-studded lineup led by Agustín Rossi in goal, Jorginho's experience in midfield, and a fearsome attacking trio made up of Giorgian De Arrascaeta, Jorge Carrascal, and Bruno Henrique. A tactical battle of maximum intensity is expected in the Andes.
This article was translated into English by Artificial Intelligence. You can read the original version in 🇪🇸 here.

#estadio #flamengo

Last week, Statesman columnist Cedric Golden joined sports columnists from the Dallas Morning News, Houston Chronicle and San Antonio Express-News to discuss who has the best shot at winning the Heisman. This week, they want your hot takes on stadium mayhem.
Consider the noise, crowd intensity, traditions, setting and home-field advantage - which Which Texas college stadium is the toughest to play a road game? Sound off below.
Sign up for the Daily Briefing from the Austin American-Statesman. Start your day with the must-read headlines from Austin's most trusted news source.
This article originally published at Which Texas college stadium is the toughest to play a road game?.

#statesman #college

The Los Angeles Rams and the San Francisco 49ers are ready to renew their annual rivalry, this time with both team's kicking off their season in Melbourne, Australia. While the location has many excited about the game, along with the rivalry's intensity, these three storylines are ones to watch.
This is a multi-layered question due to Kyle Shanahan's offensive brilliance, along with how his scheme has populated the league. The immediate questions revolve around the Rams' defense and whether they have the tools to contain Shanahan's zone-blocking scheme. On top of that, do they have the ability to stop Shanahan's layered passing attack, in which he uses short underneath passes to open up the rest of the field?
Schematics aside, the Seahawks and Cardinals also utilize Shanahan's offensive scheme, as their offensive play-callers are ex-Shanahan ****** istants.
Then, we have to account for Shanahan's tactical brilliance. If I'm Shanahan, I'm using the early portions of the game to figure out how the Rams match up against San Francisco's multi-tight end personnel, and once Chris Shula deploys multiple linebackers, the 49ers should use a fast-tempo offense to take advantage of the Rams' linebackers having to cover ****** e while depleting their energy, with the Rams being unable to substitute.
Shanahan has tricks like that in his bag to control the pen. Is Shula finally wise enough not to fall for it?

#Rams #offensive #scheme #brilliance

Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7.. The change gives eligible mainland investors direct access to the Hong Kong listing, potentially widening liquidity and the shareholder base. It does not alter the operating competition between Baidu, Inc. (NASDAQ:BIDU) and Alibaba Group Holding Limited (NYSE:BABA), which are pursuing AI through different mixes of models, cloud infrastructure, chips, and consumer distribution.
Baidu's bull case combines search traffic, its Ernie ecosystem, cloud services, and Kunlunxin chips. Stock Connect can make that story easier for mainland investors to own, while its dual-primary Hong Kong listing broadens access. The bear case is that improved trading access does not repair weak advertising, guarantee cloud share, or remove geopolitical and regulatory risk. The catalyst affects liquidity more directly than earnings.
Insider Monkey counted 49 hedge funds holding Baidu, Inc. (NASDAQ:BIDU) at June 30, down from 50 at March 31. David Tepper's Appaloosa Management disclosed 1,295,000 shares, 87% more than in Q1. That increase shows one manager's conviction, not a broad rise in fund participation.
Alibaba's June-quarter AI Cloud and Compute Services revenue reached $7.1 billion, up 45% year over year, while segment adjusted EBITA rose 133% to $830 million. Its bull case is a full stack spanning Qwen models, cloud, proprietary chips, and commerce distribution. The bear case is capital intensity, fierce domestic competition, exposure to consumer spending, and the possibility that fast AI growth remains too small to transform the larger group's valuation.
Ninety-seven hedge funds held Alibaba Group Holding Limited (NYSE:BABA) in Q2, down from 102 in Q1. Ken Fisher's Fisher **** et Management disclosed 5,096,418 shares after trimming the position by 0.5%.

#kong #holding

Any sports lover would know "trash talk" is pretty much part of the game. In fact, some believe one has to master the art so as to add intensity and rivalry to the game. As Team USA continues its 2026 FIBA World Cup campaign in Berlin, Germany, they have already found their "trash-talking queen" in the squad.
Fans are already loving the fun little content they get to watch every day while Team USA tries to defend their ***** le at the FIBA World Cup. These moments show a very different camaraderie among the players than what fans are used to seeing when these same players represent their respective WNBA sides.
While filming fun media content for the FIBA Women's Basketball World Cup, Team USA was asked who the "biggest trash talker" on their squad is. Unironically, many fingers pointed to one individual: Angel Reese.
Reese was overwhelmingly voted number one by her teammates for her constant in-game chatter, including Chelsea Gray, Jackie Young, Aliyah Boston, and Paige Bueckers.
If fans can recall, Reese made headlines after the 2023 NCAA Championship game when she taunted Clark by pointing to her ring finger as the LSU Tigers closed in on the championship. Reese, who rarely stays silent on court, has made a reputation for trash-talking her rivals.

#fans

LAWRENCE, Kan. (KSNW) – KU is looking towards the Border Showdown against Missouri after its 51-6 rout of LIU.
The Jayhawks accumulated more than 600 yards of offense, but now, the juices will be flowing a little more this week for the 122nd installment of the rivalry with the Tigers, which returned last year after a 14-year hiatus.
"Last year, getting the teams back together reignited the sparks so to speak of this rivalry and the intensity of it," Kansas head coach Lance Leipold said. "Now, it's not on the books for a while after Friday, so hopefully it can be."
Kickoff is set for 7 p.m. Friday night in Lawrence.
For more Kansas news, click here. Keep up with the latest breaking news by downloading our mobile app and signing up for our news email alerts. Sign up for our Storm Track 3 Weather app by clicking here. To watch our shows live on our website, click here.

#rivalry #border

Hansi Flick spoke at a press conference ahead of Barcelona vs Feyenoord.
"I think that, in the end, the big clubs dream of this. We have the quality to win it, but the road is long."
"We have many experienced players. They all have the responsibility to win everything. Not everything is easy after winning the four matches. There are players who are not happy, but every day you have to show that your moment has come. Our level is the one we show in training."
"Now it seems like yes, everything is going well, but although I see a lot of quality and intensity, I also see commitment to an idea and communication. We have to stay together on the pitch to fight better, to help each other. Everyone is here for that and I'm seeing it."
"This is not my job. The standard of refereeing is very good in La Liga and in the Champions League, and I have nothing to say to them. It's not always easy for them. I try to stay calm with them and support them."

#quality #easy #Barcelona

Due to some sporadic runs of form and a very big helping hand from the footballing Gods, Liverpool found themselves qualifying for this season's Champions League and so the dream of more European nights at Anfield again became reality. For all of us Reds supporters and club it's the bare minimum requirement, and this writer has been luckily enough to have watched all six finals that Liverpool won, the first in 1977 when I was eight years old.
More importantly in the present moment, Wednesday evening is going to be the very first European game for head coach Andoni Iraola as head coach of any club, and let's hope that it will be even more than he could ever imagine because it's at Anfield and against one of the most difficult opponents in the Champions League in recent years in Diego Simeone's Atletico Madrid.
Everyone involved in European football probably knows about those Famous European Nights at Anfield under the lights, but it's not all up to the supporters—the players will need to start in the right mood as they did against Ipswich, with intensity from the first whistle but unlike in that game the players won't be allowed to ease up until the final whistle is blown.
There is history between Liverpool and Atleti, with the Reds winning three of the seven times the clubs have faced off in the Champions League whilst Atletico have won two and then two draws between them. More than the match ups being fairly even there are the tough tactics of Simeone, who has a knack of getting under the skin of opposing managers as well his players being very physical in their play. It's going to be an interesting test for Iraola and the players but especially Liverpool's head coach as this will be his first experience of the Champions league and a congested fixture list.
"Big game, the first Champions League for me as a coach," Iraola noted during the post-Ipswich match interviews when he was asked about the approaching match against Atletico. "At Anfield, under the lights. I love to play at night."

#first

Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7.. The change gives eligible mainland investors direct access to the Hong Kong listing, potentially widening liquidity and the shareholder base. It does not alter the operating competition between Baidu, Inc. (NASDAQ:BIDU) and Alibaba Group Holding Limited (NYSE:BABA), which are pursuing AI through different mixes of models, cloud infrastructure, chips, and consumer distribution.
Baidu's bull case combines search traffic, its Ernie ecosystem, cloud services, and Kunlunxin chips. Stock Connect can make that story easier for mainland investors to own, while its dual-primary Hong Kong listing broadens access. The bear case is that improved trading access does not repair weak advertising, guarantee cloud share, or remove geopolitical and regulatory risk. The catalyst affects liquidity more directly than earnings.
Insider Monkey counted 49 hedge funds holding Baidu, Inc. (NASDAQ:BIDU) at June 30, down from 50 at March 31. David Tepper's Appaloosa Management disclosed 1,295,000 shares, 87% more than in Q1. That increase shows one manager's conviction, not a broad rise in fund participation.
Alibaba's June-quarter AI Cloud and Compute Services revenue reached $7.1 billion, up 45% year over year, while segment adjusted EBITA rose 133% to $830 million. Its bull case is a full stack spanning Qwen models, cloud, proprietary chips, and commerce distribution. The bear case is capital intensity, fierce domestic competition, exposure to consumer spending, and the possibility that fast AI growth remains too small to transform the larger group's valuation.
Ninety-seven hedge funds held Alibaba Group Holding Limited (NYSE:BABA) in Q2, down from 102 in Q1. Ken Fisher's Fisher **** et Management disclosed 5,096,418 shares after trimming the position by 0.5%.

#kong #cloud

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is adding Daybreak models to its Wayfinder services. Cloudflare, Inc. (NYSE:NET) and SentinelOne, Inc. (NYSE:S) therefore enter the same program with different routes to revenue.
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ***** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ***** sment, compromise investigation, and malware ***** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.

#daybreak #NYSE

Chennai: Veteran India speedster Mohammed Shami maybe out of India reckoning for now, but he still refuses to give up. When East Zone play South Zone in the Duleep final at the MA Chidambaram Stadium here on Sunday, the 36-year-old will be appearing in his 100th First-Class match, with a prolific record of 382 wickets so far.

East Zone skipper Ishan Kishan was effusive in his praise of the senior bowler on the eve of the **** le clash, stressing that age remains irrelevant when backed by exceptional work ethic and fierce determination.

"For Shami, age is just a number. If he is working hard, it doesn't matter. Having someone like him in our team gives us immense confidence. His approach towards the game, his intensity, and his energy this season have been very different from how I've seen him in the past," Kishan said after a practice session.

Comparing this version of Shami to his sensational 24-wicket run at the 2023 ODI World Cup, Kishan stressed on the pacer's sheer appetite for a national comeback.

"It is 2026 now, three years since that World Cup. It is hard when you are not regularly playing for the Indian team to still summon that same motivation for domestic games...Who better than me can judge hunger right now? I see that hunger and drive in him, he wants to make that comeback and be part of the Indian squad again. You can see it in the way he helps me lead, constantly coming up with strategic options. You can instantly tell when a player is desperate to win you the match," the skipper added.

Kishan also hailed Shami's tireless attitude during East Zone's semifinal victory over Central Zone, where the veteran ran in and picked five wickets in the game.

"He is a legend of the game. Looking at his effort in the semifinal, as a captain, it felt incredible when Shami came up and asked for extra overs to break partnerships. That willingness gives a skipper immense confidence. Plus, he finished with two boundaries in the last game, so he's practically an allrounder nowadays," Kishan quipped.

South Zone captain Tilak Varma acknowledged the massive challenge awaiting his batting unit against Shami's probing spells with the red ball, but they are confident to face him.

"It will be great competition. We are up against a quality bowling attack led by Shami. Facing that calibre of bowling is why you love this sport," Tilak said.

#kishan #skipper #south #Indian

The Cantera Rojiblanca enjoyed a perfect Saturday, as both Guadalajara's Sub-21 and Sub-19 teams earned three points on the road against Atlético de San Luis in Jornada 7 of the Apertura 2026. The action began with the Sub-21, who put together a strong first half and ultimately secured a 3-1 victory over the Potosí side, while the Sub-19 closed out the day with another Rojiblanco win, defeating the tuneros 2-0.
That's why we've put together all the details from these 2 matches below:
Sub-21 secures 3-1 victory!
Guadalajara came out with great intensity and quickly found the breakthrough. Just 6 minutes into the match, Raúl Martínez opened the scoring to put the Rebaño in front. The Rojiblanco side continued creating chances and doubled its lead in the 31st minute through Gael García.
The Rojiblanco advantage continued to grow, and in the 39th minute, Hugo Mata found the back of the net to make it 3-0 before halftime. Facing that deficit, Atlético de San Luis responded in the second half and pulled one back in the 51st minute through Jesús Borjas. However, Guadalajara held onto its advantage and ultimately secured a 3-1 victory.

#rojiblanco

Are we really doing this all over again?
Atlético Madrid's desperately poor 3-0 loss to Athletic Club in at San Mamés brought up familiar ghosts from seasons gone by, leaving fans questioning if anything has actually changed ahead of Wednesday's UEFA Champions League trip to Anfield.
A lack of intensity away from home and a vulnerable left side saw Atleti rue missed chances in the first half, before completely capitulating immediately from the restart in the second.
Here are Into the Calderón's key takeaways from this first loss of the 2026/27 season.
Atleti are making me sound like a broken record with no other ways of **** ysing one of their matches at this point. For the best part of two seasons, I have been using the **** ogy of a pool table on uneven ground to describe the way that the entirety of the team's play seems to gently drift over the right side of the pitch, and it's getting tiring.

#atleti #first #club

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is adding Daybreak models to its Wayfinder services. Cloudflare, Inc. (NYSE:NET) and SentinelOne, Inc. (NYSE:S) therefore enter the same program with different routes to revenue.
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ****** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ****** sment, compromise investigation, and malware ****** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.

#security #access #code #network

The U.S. power grid is entering a period unlike any it has experienced in decades. Rapid electrification, domestic manufacturing, and the exponential growth of artificial intelligence are reshaping electricity demand. A recent report from Lawrence Berkeley National Laboratory, supported by the U.S. Department of Energy, projects that data centers alone could account for between 9.5% and 15.3% of total U.S. electricity consumption by 2030. More broadly, U.S. electricity demand is projected to grow by approximately 15% to 20% by 2035—roughly 80–110 GW of firm capacity—underscoring the scale of new generation that will be needed. Against this backdrop, executives across the utility, independent power producer, industrial, and technology sectors are making investment decisions that will shape the grid for decades.Safety is foundational to any nuclear project and is subject to rigorous review by the U.S. Nuclear Regulatory Commission (NRC). But the commercial and execution risks utilities must weigh extend well beyond safety: reactor design, constructability, supply chain readiness, licensing progress, workforce depth, operability, performance, and reliability.Advanced reactors are often discussed as a single technology class, yet the commercial and execution risks ******* ociated with individual designs differ substantially. As these technologies move toward commercial deployment, evaluating them requires a more comprehensive ******* sment of their technology, deployability, and commercial merits—and, importantly, the extent to which each design reduces or eliminates risk across multiple dimensions over the full project lifecycle. That ******* sment begins with three structural questions.
Capital efficiency is more than the magnitude of overnight capital cost (OCC). It encompasses how effectively capital is deployed and the capital intensity over time—especially before the commercial operation date (COD)—as well as post-COD costs: fuel, refueling outages, major projects and refurbishment, labor and other operations and maintenance (O&M) expenditures, and ultimately decommissioning. OCC offers only a partial view, since financing costs can account for a significant portion of total project cost. A smaller, simpler, faster-to-build design may achieve superior unit economics compared with higher-output designs that initially project a lower $/kW, once financing and schedule are considered. This amplifies the importance of long-lead materials, supply chain certainty and resilience, workforce and learning effects, and constructability in determining overall project cost and capital exposure.Utilities should also examine how fundamental reactor design choices affect both construction and lifecycle costs. Designs with high inherent safety that employ passive safety features—placing the plant into a safe condition through the natural laws of physics rather than relying primarily on active systems or operator intervention—can reduce reliance on multiple trai

Eli Drinkwitz may have lied in his opening statement postgame
The Missouri football coach, after a comfortable opening night that saw his team open the 2026 season with a 54-14 win over Arkansas-Pine Bluff, said that his "only disappointment for the night (was) I didn't get to meet Sheryl Crow," who sang the national anthem before the Thursday night opener in Columbia.
But by the time he left the lectern a little less than 10 minutes later, he'd identified a few more frustrations than just missing out on a meet and greet with the Rock and Roll Hall of Famer.
"We ended up pulling some guys pretty quickly to try to mitigate risk and injury. Very disappointed in the third quarter from an overall intensity standpoint, a coaching standpoint," Drinkwitz said. "It was a perfect night for me to be able to be excited in the first half and really mad in the second half, so I've got a lot of things to coach on."
More: Missouri football score: Simmons shines in debut, Tigers cruise to 1-0

#night #Football

The San Francisco 49ers are one day - and one practice - away from boarding a flight to Melbourne, Australia, for their Sept. 10 season-opener against the Los Angeles Rams. It's still unclear if one of their two best defensive players will be making the trip.
General manager John Lynch said in a Tuesday morning interview with KNBR that defensive end Nick Bosa worked out on a side field Monday and was expected to do the same Tuesday. But the star defensive end wasn't present for either day's portion of open practice.
The lack of transparency from the 49ers surrounding Bosa's recovery is creating a bizarre situation. Perhaps he simply doesn't want to work out on the side field in front of a slew of cameras?
Bosa hasn't practiced in nearly a month. He was dealing with tendinitis in August amid his continued recovery from a torn right ACL suffered last September. According to coach Kyle Shanahan, the tendinitis isn't a concern at this point. Rather, he said the team is "just being smart" by monitoring Bosa's practice intensity on a daily basis.
Defensive coordinator Raheem Morris declined to offer specifics on the management plan for the 28-year-old superstar: "Bosa's got a plan in place. I don't want to reveal it if Kyle hasn't done it, but I'll let him do that stuff, break the news to you," Morris said. "But obviously they've got a real, legit plan … all-hands-on-deck type mentality to get him ready to go, so whatever it takes for him to get out there. I'm just going to feel good when he gets a chance to get out there and to be able to call those plays for him."

#bosa #side #recovery

MD Sass, a boutique ****** et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted ****** og Devices, Inc. (NASDAQ:ADI). ****** og Devices, Inc. (NASDAQ:ADI) is a US-based semiconductor company that engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystem products and was added to the portfolio this quarter. On August 28, 2026, ****** og Devices, Inc. (NASDAQ:ADI) closed at $361.78 per share. Over the past month, ****** og Devices, Inc. (NASDAQ:ADI) returned -0.03%, while its shares have gained 43.96% in the last 52 weeks. ****** og Devices, Inc. (NASDAQ:ADI) has a market capitalization of $175.31 billion, and its stock has traded within a 52-week range of $223.47 to $445.91.
MD Sass Concentrated Value Strategy stated the following regarding ****** og Devices, Inc. (NASDAQ:ADI) in its Q2 2026 investor letter:
"Analog Devices, Inc. (NASDAQ:ADI) is one of the two largest ****** og semiconductor franchises globally. ****** og semiconductors bridge physical and digital systems by sensing, converting, and managing signals and power. The business benefits from long product lives, sticky design wins, a broad customer base, modest capital intensity, and increasing content as systems become more complex and electrified.
Our thesis combines an improving cyclical backdrop with secular growth businesses approaching meaningful inflections. ADI has exposure to data centers, automated test equipment, aerospace and defense, industrial automation, and automobile electrification. While ADI is not a pure play AI company, we