8 days ago
Mena Massoud
Playing the leading role in a major Hollywood blockbuster that earned a billion dollars is the dream of many in the entertainment world. To do so alongside one of the biggest movie stars of all time, Will Smith, was certainly a dream come true for Mena Massoud. I sat down with him to unpack a hidden secret to career success that is not often discussed: the art of defiant surrender.
For many who lead companies or compete at a high level, it can feel like every moment must be maximized and every outcome manipulated. The performance literature points us somewhere else, to a flow state in which the brain is not preoccupied with holding tightly to every future outcome.
It may seem counterintuitive, but this liberates the brain to be in a place to actually access its best abilities.
Mena Massoud
#MENA #brain
Playing the leading role in a major Hollywood blockbuster that earned a billion dollars is the dream of many in the entertainment world. To do so alongside one of the biggest movie stars of all time, Will Smith, was certainly a dream come true for Mena Massoud. I sat down with him to unpack a hidden secret to career success that is not often discussed: the art of defiant surrender.
For many who lead companies or compete at a high level, it can feel like every moment must be maximized and every outcome manipulated. The performance literature points us somewhere else, to a flow state in which the brain is not preoccupied with holding tightly to every future outcome.
It may seem counterintuitive, but this liberates the brain to be in a place to actually access its best abilities.
Mena Massoud
#MENA #brain
12 days ago
Correction: An earlier version of this story mistakenly said the emergency court hearing request was granted by a judge.
An Oct. 2 emergency court filing seeks to preserve all evidence related to Tennessee's failed execution of Christa Pike, arguing the state botched the lethal injection procedure.
A judge was considering the request shortly after it was filed. While an unsigned document for the hearing was filed in the court system, no date or time was immediately listed.
Pike was set to be executed by the Tennessee Department of Correction on Sept. 30, but survived two doses of pentobarbital. The document, filed in Davidson County Chancery Court on Oct. 2, revealed more details about Pike's condition. It said she is intubated, on a ventilator and unconscious, and that both her arms were swollen, burned and blistered. As of the night of Oct. 1, Pike was still in critical condition at a Nashville-area hospital, the motion said.
"Hospital staff are working to save Ms. Pike's life and to clear the pentobarbital from her system," the Oct. 2 motion stated.
#pike #correction #hospital #hearing
An Oct. 2 emergency court filing seeks to preserve all evidence related to Tennessee's failed execution of Christa Pike, arguing the state botched the lethal injection procedure.
A judge was considering the request shortly after it was filed. While an unsigned document for the hearing was filed in the court system, no date or time was immediately listed.
Pike was set to be executed by the Tennessee Department of Correction on Sept. 30, but survived two doses of pentobarbital. The document, filed in Davidson County Chancery Court on Oct. 2, revealed more details about Pike's condition. It said she is intubated, on a ventilator and unconscious, and that both her arms were swollen, burned and blistered. As of the night of Oct. 1, Pike was still in critical condition at a Nashville-area hospital, the motion said.
"Hospital staff are working to save Ms. Pike's life and to clear the pentobarbital from her system," the Oct. 2 motion stated.
#pike #correction #hospital #hearing
24 days ago
President Donald Trump’s sinking ratings threaten to drag down Republicans in November’s midterm elections, as voters blame him for high prices and a shaky economy, according to a new NBC News poll.
The president’s approval rating stands at 41% among registered voters, a second-term low in the poll, with a majority (55%) of voters saying they believe Trump’s policies have hurt the economy. That’s up from 48% in March, before the Iran war pushed up prices on gas and other goods and cemented the rising cost of living as voters’ most pressing issue.
Democrats hold a 5-point edge in the battle for control of Congress, 50%-45% — not nearly as large a lead as the 12-point advantage the party enjoyed at this point before the 2018 election, when Democrats rode an anti-Trump wave to the House majority in his first midterm as president. Despite that lead, the Democratic Party is still viewed more negatively than Trump and the GOP.
That could help Republicans, along with the fact that the fight for control of the House and especially the Senate is playing out in traditionally Republican parts of the country. Democrats would have to flip multiple states Trump carried by double digits in 2024 to win the Senate.
“We have a classic battle between these numbers and the political geography in which this campaign will be decided,” said Republican pollster Bill McInturff of Public Opinion Strategies, whose firm conducted the survey alongside Democratic firm Hart Research ***** ociates. “And the Republicans are still standing because of the geography in which this election will be won or lost.”
#president
The president’s approval rating stands at 41% among registered voters, a second-term low in the poll, with a majority (55%) of voters saying they believe Trump’s policies have hurt the economy. That’s up from 48% in March, before the Iran war pushed up prices on gas and other goods and cemented the rising cost of living as voters’ most pressing issue.
Democrats hold a 5-point edge in the battle for control of Congress, 50%-45% — not nearly as large a lead as the 12-point advantage the party enjoyed at this point before the 2018 election, when Democrats rode an anti-Trump wave to the House majority in his first midterm as president. Despite that lead, the Democratic Party is still viewed more negatively than Trump and the GOP.
That could help Republicans, along with the fact that the fight for control of the House and especially the Senate is playing out in traditionally Republican parts of the country. Democrats would have to flip multiple states Trump carried by double digits in 2024 to win the Senate.
“We have a classic battle between these numbers and the political geography in which this campaign will be decided,” said Republican pollster Bill McInturff of Public Opinion Strategies, whose firm conducted the survey alongside Democratic firm Hart Research ***** ociates. “And the Republicans are still standing because of the geography in which this election will be won or lost.”
#president
26 days ago
Intuitive Surgical (ISRG), maker of the da Vinci surgical robots, trades at about $382, some 36% below its 52-week high. Even so, you pay about 35.9 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back, a basis meant to sit closer to the one ****** ysts forecast on, though the two are not defined identically. ****** ysts' forecasts run to 2027, the year Intuitive plans to start lowering what customers pay per use on some instruments.
The shares were trading about 11% lower the day after second-quarter results in July showed slower US procedure growth. US da Vinci procedures grew 12% in the second quarter, against 14% in the first. Management pointed to two likely causes, with the CFO noting that some customers say coverage changes are delaying deferrable procedures, alongside a little of the law of large numbers.
What the price still pays for is revenue growing faster than procedures. On the first-quarter call, the CFO credited that largely to da Vinci 5 and its higher pricing. More than half of the da Vinci systems Intuitive placed in the second quarter were da Vinci 5.
On ****** ysts' 2026 estimates, today's price is about 35.1 times earnings. On their 2027 estimates, it is about 31.4 times. The revenue forecast behind that looks modest: about 13.1% growth a year through 2027, against 20.7% growth over the past twelve months.
Consensus has earnings and revenue growing at a similar pace between 2026 and 2027, so margins hold roughly steady. Intuitive enters that stretch with an operating margin of 31.3% over the past twelve months, above its three-year average of 27.7%.
#intuitive #analysts #year #procedures
The shares were trading about 11% lower the day after second-quarter results in July showed slower US procedure growth. US da Vinci procedures grew 12% in the second quarter, against 14% in the first. Management pointed to two likely causes, with the CFO noting that some customers say coverage changes are delaying deferrable procedures, alongside a little of the law of large numbers.
What the price still pays for is revenue growing faster than procedures. On the first-quarter call, the CFO credited that largely to da Vinci 5 and its higher pricing. More than half of the da Vinci systems Intuitive placed in the second quarter were da Vinci 5.
On ****** ysts' 2026 estimates, today's price is about 35.1 times earnings. On their 2027 estimates, it is about 31.4 times. The revenue forecast behind that looks modest: about 13.1% growth a year through 2027, against 20.7% growth over the past twelve months.
Consensus has earnings and revenue growing at a similar pace between 2026 and 2027, so margins hold roughly steady. Intuitive enters that stretch with an operating margin of 31.3% over the past twelve months, above its three-year average of 27.7%.
#intuitive #analysts #year #procedures
27 days ago
For much of 2025, UnitedHealth Group (UNH) looked like a company under siege as higher medical costs and weaker margins rattled investors. UNH stock sold off sharply, and questions emerged around the company's earnings outlook as well as the health of its long-standing growth story.
That picture is starting to improve in 2026. UnitedHealth's latest results showed a clear turnaround in profitability as it generated $112 billion in revenue and $8 billion in earnings from operations. Management also raised the company's full-year adjusted EPS outlook to a range of $19.50 to $20 and increased its operating cash flow forecast to about $24 billion. Those moves suggest UnitedHealth sees its recovery as more than a short-term earnings rebound.
This High-Yield Construction Stock Just Raised Its Dividend by 40%
Dear Intuit Stock Fans, Mark Your Calendars for September 17
This Dividend Stock Is Beating the Market in 2026 and Yields 2.36%
#Stock #billion #Dividend #management
That picture is starting to improve in 2026. UnitedHealth's latest results showed a clear turnaround in profitability as it generated $112 billion in revenue and $8 billion in earnings from operations. Management also raised the company's full-year adjusted EPS outlook to a range of $19.50 to $20 and increased its operating cash flow forecast to about $24 billion. Those moves suggest UnitedHealth sees its recovery as more than a short-term earnings rebound.
This High-Yield Construction Stock Just Raised Its Dividend by 40%
Dear Intuit Stock Fans, Mark Your Calendars for September 17
This Dividend Stock Is Beating the Market in 2026 and Yields 2.36%
#Stock #billion #Dividend #management
27 days ago
Merck (MRK) was at the center of a major cancer-treatment update in August. Specifically, the drugmaker and Moderna (MRNA) said their personalized mRNA cancer therapy, intismeran autogene, delivered positive results in a Phase 3 study involving 1,137 patients with high-risk melanoma.
Used with Keytruda, the treatment reduced the risk of cancer returning or causing death and improved distant metastasis-free survival compared with Keytruda alone. Merck shares jumped 11% on the news. That was a big move for the stock, which had posted only five single-day gains of more than 5% over the past year.
This High-Yield Construction Stock Just Raised Its Dividend by 40%
Dear Intuit Stock Fans, Mark Your Calendars for September 17
This Dividend Stock Is Staging a Turnaround in 2026 and Pays More Than 2.4%
#Dividend #high #treatment #risk
Used with Keytruda, the treatment reduced the risk of cancer returning or causing death and improved distant metastasis-free survival compared with Keytruda alone. Merck shares jumped 11% on the news. That was a big move for the stock, which had posted only five single-day gains of more than 5% over the past year.
This High-Yield Construction Stock Just Raised Its Dividend by 40%
Dear Intuit Stock Fans, Mark Your Calendars for September 17
This Dividend Stock Is Staging a Turnaround in 2026 and Pays More Than 2.4%
#Dividend #high #treatment #risk
28 days ago
Intuit (INTU) remains a financial technology powerhouse, with roughly 100 million customers across its platforms. Its biggest advantage is the breadth of financial workflows it brings together, spanning everything from tax preparation to business software. But that strength has not protected the stock from a changing market narrative.
Wall Street is increasingly concerned that the rapid adoption and advancement of artificial intelligence (AI) could chip away at Intuit's core tax and business software offerings. These concerns intensified after Intuit delivered slightly disappointing FY2027 sales guidance with its Q4 FY2026 results.
1 'Strong Buy' Dividend Stock Offering a 6.3% Yield Right Now
A $90 Billion Reason to Buy Oracle Stock Now
This High-Yield Construction Stock Just Raised Its Dividend by 40%
#Dividend #yield #intu
Wall Street is increasingly concerned that the rapid adoption and advancement of artificial intelligence (AI) could chip away at Intuit's core tax and business software offerings. These concerns intensified after Intuit delivered slightly disappointing FY2027 sales guidance with its Q4 FY2026 results.
1 'Strong Buy' Dividend Stock Offering a 6.3% Yield Right Now
A $90 Billion Reason to Buy Oracle Stock Now
This High-Yield Construction Stock Just Raised Its Dividend by 40%
#Dividend #yield #intu
28 days ago
Investors looking for cheap stocks to buy before the end of 2026 don't have to look too far to find some great investments. There are many top stocks that can make for solid long-term growth investments that are trading at absurdly cheap valuations right now.
Three stocks that are trading at low earnings multiples and that have lots of growth still ahead are Novo Nordisk (NYSE:NVO), Intuit (NASDAQ:INTU), and Reddit (NYSE:RDDT). Here's why these can make for great growth stocks to buy right now.
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 »
Image source: Getty Images.
It's been a rough stretch for healthcare company Novo Nordisk, as it has declined about 23% in value over the past 12 months. Investors are questioning its ability to grow and compete alongside its rival, Eli Lilly. Novo was an early leader in the GLP-1 race with Ozempic and Wegovy, but now has lost more than a couple of steps.
#NVIDIA #investors #cheap
Three stocks that are trading at low earnings multiples and that have lots of growth still ahead are Novo Nordisk (NYSE:NVO), Intuit (NASDAQ:INTU), and Reddit (NYSE:RDDT). Here's why these can make for great growth stocks to buy right now.
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 »
Image source: Getty Images.
It's been a rough stretch for healthcare company Novo Nordisk, as it has declined about 23% in value over the past 12 months. Investors are questioning its ability to grow and compete alongside its rival, Eli Lilly. Novo was an early leader in the GLP-1 race with Ozempic and Wegovy, but now has lost more than a couple of steps.
#NVIDIA #investors #cheap
28 days ago
Broyhill ***** et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill ***** et Management 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 September 14, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $142.35 per share. Over the past month, ServiceNow, Inc. (NYSE:NOW) returned 18.32%, but its shares are down 24.15% over the past year. ServiceNow, Inc. (NYSE:NOW) has a market capitalization of $147.19 billion, and its stock has traded within a 52-week range of $81.24 to $194.73.
Broyhill ***** et Management stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter:
"ServiceNow, Inc. (NYSE:NOW), added in May, fell 21%. The general argument against software fits it poorly. The Now ***** ist annual contract value target was raised by 50% to $1.5 billion, customers spending more than $1 million on it grew 130% year over year, more than half of new business is now priced on consumption rather than seats, and the gross renewal rate is 97%. That is not the profile of an obvious AI victim. While we exited other related exposure where we could not frame the range of outcomes with enough confidence to hold the position (HubSpot and Intuit), we added to ServiceNow."
ServiceNow, Inc. (NYSE:NOW) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 115 hedge fund portfolios held ServiceNow, Inc. (NYSE:NOW) at the end of the second quarter, compared to 108 in the previous quarter. While we acknowledge the potential of ServiceNow, Inc. (NYSE:NOW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#servicenow #management #quarter #investor
In its second-quarter 2026 investor letter, Broyhill ***** et Management 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 September 14, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $142.35 per share. Over the past month, ServiceNow, Inc. (NYSE:NOW) returned 18.32%, but its shares are down 24.15% over the past year. ServiceNow, Inc. (NYSE:NOW) has a market capitalization of $147.19 billion, and its stock has traded within a 52-week range of $81.24 to $194.73.
Broyhill ***** et Management stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter:
"ServiceNow, Inc. (NYSE:NOW), added in May, fell 21%. The general argument against software fits it poorly. The Now ***** ist annual contract value target was raised by 50% to $1.5 billion, customers spending more than $1 million on it grew 130% year over year, more than half of new business is now priced on consumption rather than seats, and the gross renewal rate is 97%. That is not the profile of an obvious AI victim. While we exited other related exposure where we could not frame the range of outcomes with enough confidence to hold the position (HubSpot and Intuit), we added to ServiceNow."
ServiceNow, Inc. (NYSE:NOW) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 115 hedge fund portfolios held ServiceNow, Inc. (NYSE:NOW) at the end of the second quarter, compared to 108 in the previous quarter. While we acknowledge the potential of ServiceNow, Inc. (NYSE:NOW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#servicenow #management #quarter #investor
29 days ago
Choosing between Advance Auto Parts (NYSE:AAP) and Intuitive Machines (NASDAQ:LUNR) requires balancing the steady but challenged automotive retail sector against the high-stakes, high-growth arena of ******* e infrastructure.
Advance Auto Parts operates as a massive retailer for vehicle maintenance, while Intuitive Machines focuses on lunar landers and orbital services. These two businesses represent very different risk-to-reward profiles for 2026 portfolios.
Advance Auto Parts operates as an automotive aftermarket parts retailer, serving both everyday do-it-yourselfers and professional installers like garages or dealerships. In its latest annual report, filed for the fiscal year ended January 3, 2026, the company noted it operates over 4,000 stores across North America. As an established player among retail stocks, its strategy relies on balancing these two customer bases, with professional sales accounting for nearly 50% of its total revenue.
In FY 2025, revenue reached $8.6 billion, representing a revenue decline of roughly 5.4% compared to the previous year. Despite this decline, the company reported a net income of $44.0 million. This resulted in a thin net margin, a measure of how much profit a company keeps from its total sales, of about 0.5%.
As of its January 2026 balance sheet, the debt-to-equity ratio was 2.4x. This ratio measures total debt against shareholder equity, with a higher number suggesting more reliance on borrowing. The so-called current ratio, which tracks the ability to pay short-term debts with short-term ******* ets, was 1.7x. Free cash flow, defined as cash from operations minus capital expenditures, was negative $298.0 million for the year.
#parts #operates #total #ratio
Advance Auto Parts operates as a massive retailer for vehicle maintenance, while Intuitive Machines focuses on lunar landers and orbital services. These two businesses represent very different risk-to-reward profiles for 2026 portfolios.
Advance Auto Parts operates as an automotive aftermarket parts retailer, serving both everyday do-it-yourselfers and professional installers like garages or dealerships. In its latest annual report, filed for the fiscal year ended January 3, 2026, the company noted it operates over 4,000 stores across North America. As an established player among retail stocks, its strategy relies on balancing these two customer bases, with professional sales accounting for nearly 50% of its total revenue.
In FY 2025, revenue reached $8.6 billion, representing a revenue decline of roughly 5.4% compared to the previous year. Despite this decline, the company reported a net income of $44.0 million. This resulted in a thin net margin, a measure of how much profit a company keeps from its total sales, of about 0.5%.
As of its January 2026 balance sheet, the debt-to-equity ratio was 2.4x. This ratio measures total debt against shareholder equity, with a higher number suggesting more reliance on borrowing. The so-called current ratio, which tracks the ability to pay short-term debts with short-term ******* ets, was 1.7x. Free cash flow, defined as cash from operations minus capital expenditures, was negative $298.0 million for the year.
#parts #operates #total #ratio
1 month ago
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)'s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to the end customer. The reaction echoed throughout corporate software the next morning, adding to a rally that, for Salesforce, Inc. (NYSE:CRM) in particular, had already begun for its own reasons.
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows
#billion #software #data #quarter
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows
#billion #software #data #quarter
1 month ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
He doesn't get as much media attention as Larry Fink or Bill Ackman, but David Booth, chairman of Dimensional Fund Advisors, has played a foundational role in the creation of the modern ***** et management industry. Working alongside Rex Sinquefield since the early 1980s, Booth has championed the idea that academic research is superior to Wall Street intuition.
During that time, Dimensional has grown from a fledgling business operating out of a spare room of Booth's Brooklyn brownstone to a global investment manager with $1.1 trillion in ***** ets under management. He's no longer running the company, having passed the reins to current co-CEOs Dave Butler and Gerard O'Reilly, but Booth is still intimately involved in setting Dimensional's direction at a time when innovation in the exchange-traded fund market and related trends are driving another sea change in how professional portfolios are built.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: Your Client's Big Tech Company Just IPO'd. Now What? and Investors Need Real Talk About Interval Funds
#company
He doesn't get as much media attention as Larry Fink or Bill Ackman, but David Booth, chairman of Dimensional Fund Advisors, has played a foundational role in the creation of the modern ***** et management industry. Working alongside Rex Sinquefield since the early 1980s, Booth has championed the idea that academic research is superior to Wall Street intuition.
During that time, Dimensional has grown from a fledgling business operating out of a spare room of Booth's Brooklyn brownstone to a global investment manager with $1.1 trillion in ***** ets under management. He's no longer running the company, having passed the reins to current co-CEOs Dave Butler and Gerard O'Reilly, but Booth is still intimately involved in setting Dimensional's direction at a time when innovation in the exchange-traded fund market and related trends are driving another sea change in how professional portfolios are built.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: Your Client's Big Tech Company Just IPO'd. Now What? and Investors Need Real Talk About Interval Funds
#company
1 month ago
Interested in Intuitive Surgical, Inc.? Here are five stocks we like better.
Global procedure growth remains intact despite a recent U.S. slowdown and Affordable Care Act-related uncertainty; Intuitive Surgical maintained its 13.5%–15.5% global procedure-growth outlook, expecting results near the midpoint.
Ambulatory surgery centers and international markets remain important expansion opportunities, with second-quarter system placements rising in the U.S. and abroad. However, China remains pressured by local competition and slower tenders, with improved visibility not expected until 2027.
Future growth could come from da Vinci 5 upgrades, Force Feedback instruments, new procedures and sites of care, and AI services such as Case Insights. The company also reported strong financial performance, including 21% revenue growth and operating and free-cash-flow margins above historical averages.
This AI ETF Is Missing the Biggest AI Winners
#affordable
Global procedure growth remains intact despite a recent U.S. slowdown and Affordable Care Act-related uncertainty; Intuitive Surgical maintained its 13.5%–15.5% global procedure-growth outlook, expecting results near the midpoint.
Ambulatory surgery centers and international markets remain important expansion opportunities, with second-quarter system placements rising in the U.S. and abroad. However, China remains pressured by local competition and slower tenders, with improved visibility not expected until 2027.
Future growth could come from da Vinci 5 upgrades, Force Feedback instruments, new procedures and sites of care, and AI services such as Case Insights. The company also reported strong financial performance, including 21% revenue growth and operating and free-cash-flow margins above historical averages.
This AI ETF Is Missing the Biggest AI Winners
#affordable
1 month ago
The Justice Department has initiated a criminal investigation into allegations that the Los Angeles Clippers used secret endorsement deals to boost its star player Kawhi Leonard's income while violating the NBA's salary cap, the New York Times reported, just a week after the league suspended the team's billionaire owner Steve Ballmer for a year.
Owner Steve Ballmer of the Los Angeles Clippers congratulates Kawhi Leonard #2 after his 55-point game to win 112-99 against the Detroit Pistons at Intuit Dome.
Citing unnamed sources briefed on the matter, the Times reported that the matter is being investigated by prosecutors in the U.S. Attorney's Office in Brooklyn and the probe is in its "earliest stages."
The report noted that prosecutors have already issued a subpoena as part of the probe, but details of the crimes being investigated remain unclear.
The DOJ investigation began before the NBA handed out its own punishments against the Clippers—including a year-long suspension of the team's owner and ninth-richest person in the world.
#owner #angeles #kawhi
Owner Steve Ballmer of the Los Angeles Clippers congratulates Kawhi Leonard #2 after his 55-point game to win 112-99 against the Detroit Pistons at Intuit Dome.
Citing unnamed sources briefed on the matter, the Times reported that the matter is being investigated by prosecutors in the U.S. Attorney's Office in Brooklyn and the probe is in its "earliest stages."
The report noted that prosecutors have already issued a subpoena as part of the probe, but details of the crimes being investigated remain unclear.
The DOJ investigation began before the NBA handed out its own punishments against the Clippers—including a year-long suspension of the team's owner and ninth-richest person in the world.
#owner #angeles #kawhi
1 month ago
On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR). Despite cutting his price target from $41 to $39, his estimates result in almost 165% upside potential as of September 1 closing. Moeller's stance is based on the company's second quarter announcement on August 13. The management reiterated its full-year 2026 guidance, projecting topline figures between $900 million and $1 billion, along with positive adjusted EBITDA. Chief Executive Officer, Steve Altemus, reflected on the company's performance by stating:
"We delivered a strong quarter, highlighted by revenue over four times Q2 2025 as we executed across our programs, recorded unprecedented bookings and backlog, and positioned the Company for the next phase of growth."
Sergey Nivens/Shutterstock.com
The second quarter saw Intuitive Machines (NASDAQ:LUNR) posting record quarterly revenue figures of $206.17 million. This equates to a 310% growth compared to a $50.31 million topline during the same period last year. This can be attributed to execution across the company's commercial lunar payload services, omnibus multidisciplinary engineering services, near ****** e network services, and ****** ecraft production programs. During the second quarter, it booked additional $920 million of awards and ended the quarter with an order backlog of $1.8 billion. This represented a substantial jump compared with December-end backlog of $213.1 million. It is pertinent to highlight that $612.8 million of the total order backlog is linked to the company's acquisition of Lanteris, earlier in 2026.
The business mix exhibited a material shift during the second quarter. National security programs saw a notable jump in revenue contribution, accounting for roughly 30% of the topline compared to just 3% in Q2 2025. The company has been actively pursuing opportunities to expand its pipeline of defense and satellite communication programs. It recently received authorization to proceed on a $600 million multi-satellite communications infrastructure program. The company will leverage its IM 1300 satellite platform to design, manufacture, integrate, and support multiple ****** ecraft. This award validates the Intuitive Machines' IM 1300 platform for large-scale procurements, and strengthens its footprint in satellite communications infrastructure.
#intuitive #machines #company
"We delivered a strong quarter, highlighted by revenue over four times Q2 2025 as we executed across our programs, recorded unprecedented bookings and backlog, and positioned the Company for the next phase of growth."
Sergey Nivens/Shutterstock.com
The second quarter saw Intuitive Machines (NASDAQ:LUNR) posting record quarterly revenue figures of $206.17 million. This equates to a 310% growth compared to a $50.31 million topline during the same period last year. This can be attributed to execution across the company's commercial lunar payload services, omnibus multidisciplinary engineering services, near ****** e network services, and ****** ecraft production programs. During the second quarter, it booked additional $920 million of awards and ended the quarter with an order backlog of $1.8 billion. This represented a substantial jump compared with December-end backlog of $213.1 million. It is pertinent to highlight that $612.8 million of the total order backlog is linked to the company's acquisition of Lanteris, earlier in 2026.
The business mix exhibited a material shift during the second quarter. National security programs saw a notable jump in revenue contribution, accounting for roughly 30% of the topline compared to just 3% in Q2 2025. The company has been actively pursuing opportunities to expand its pipeline of defense and satellite communication programs. It recently received authorization to proceed on a $600 million multi-satellite communications infrastructure program. The company will leverage its IM 1300 satellite platform to design, manufacture, integrate, and support multiple ****** ecraft. This award validates the Intuitive Machines' IM 1300 platform for large-scale procurements, and strengthens its footprint in satellite communications infrastructure.
#intuitive #machines #company
1 month ago
Intuitive Machines (NASDAQ: LUNR), a developer of lunar landers and exploration vehicles, doesn't usually get as much attention as bigger ***** e stocks like ***** eX (NASDAQ: SPCX). But over the past two years, Intuitive's stock has nearly tripled.
Most of that rally was driven by the expansion of its partnership with NASA, which now includes seven lunar, orbital satellite, and science missions. Let's take a closer look at that manifest -- and see if its stock is still worth chasing after its astronomical gains.
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 »
Intuitive Machines' manifest for NASA includes five lunar surface delivery missions (IM-1 to IM-5) and the production of two satellite buses (IM 300 and IM 500) for orbital science missions.
It has launched two lunar lander missions for NASA so far: IM-1 in 2024 and IM-2 in 2025. Both landers tipped over after arriving on the moon, but they successfully transmitted some data back to NASA before their solar panels ran out of power. Though imperfect, IM-1 marked NASA's first successful moon landing since 1972, and it strengthened Intuitive's relationship with NASA.
#NVIDIA #intuitive #landers
Most of that rally was driven by the expansion of its partnership with NASA, which now includes seven lunar, orbital satellite, and science missions. Let's take a closer look at that manifest -- and see if its stock is still worth chasing after its astronomical gains.
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 »
Intuitive Machines' manifest for NASA includes five lunar surface delivery missions (IM-1 to IM-5) and the production of two satellite buses (IM 300 and IM 500) for orbital science missions.
It has launched two lunar lander missions for NASA so far: IM-1 in 2024 and IM-2 in 2025. Both landers tipped over after arriving on the moon, but they successfully transmitted some data back to NASA before their solar panels ran out of power. Though imperfect, IM-1 marked NASA's first successful moon landing since 1972, and it strengthened Intuitive's relationship with NASA.
#NVIDIA #intuitive #landers
1 month ago
In the world of robotic surgery, one company is both the undisputed leader and the most expensive option, forcing investors to ask if operational excellence is worth the premium.
Intuitive Surgical (ISRG), the pioneer of robotic-assisted surgery, trades around $370, a share after a tough year. The stock has delivered a -21% return over the last twelve months, badly trailing the S&P 500's +19.2% gain. Yet, within its peer group, it commands the highest valuation. Why does the market charge a top-tier price for the company with the group's worst-performing stock?
By the numbers, Intuitive Surgical's operational lead is real, even if Globus Medical sits close behind at 19.7%. The company's revenue grew 21% over the last twelve months, well ahead of diversified rivals like Medtronic, which grew at 8.4%.. Its 31% operating margin also leads the pack, again comfortably ahead of Medtronic's 18.8%. This is a business that executes at a higher level than its competition. The market sees this performance and charges accordingly. Intuitive Surgical trades at 42.5 times earnings, the highest multiple in its group. For comparison, Medtronic trades at a much lower 24.2 times earnings. The mismatch is stark: investors are paying a premium for leading fundamentals, but so far, that premium has not translated into positive returns.
ISRG
MDT
#robotic
Intuitive Surgical (ISRG), the pioneer of robotic-assisted surgery, trades around $370, a share after a tough year. The stock has delivered a -21% return over the last twelve months, badly trailing the S&P 500's +19.2% gain. Yet, within its peer group, it commands the highest valuation. Why does the market charge a top-tier price for the company with the group's worst-performing stock?
By the numbers, Intuitive Surgical's operational lead is real, even if Globus Medical sits close behind at 19.7%. The company's revenue grew 21% over the last twelve months, well ahead of diversified rivals like Medtronic, which grew at 8.4%.. Its 31% operating margin also leads the pack, again comfortably ahead of Medtronic's 18.8%. This is a business that executes at a higher level than its competition. The market sees this performance and charges accordingly. Intuitive Surgical trades at 42.5 times earnings, the highest multiple in its group. For comparison, Medtronic trades at a much lower 24.2 times earnings. The mismatch is stark: investors are paying a premium for leading fundamentals, but so far, that premium has not translated into positive returns.
ISRG
MDT
#robotic
1 month ago
Sandisk (NASDAQ: SNDK) stock has more than quintupled year to date, but despite those gains, its rally still doesn't appear to be over. The long-term tailwinds in the memory market just accelerated, and Sandisk is one of the best-positioned companies in the industry.
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 »
Investors have greatly underestimated the durability of the current memory chip boom, even the most bullish ones. Samsung (OTC: SSNLF) recently reported that three large customers had signed deals locking up 70% of its memory chip capacity through 2031: Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL).
Those deals are a big catalyst for the entire memory sector, and while Samsung is the immediate beneficiary, Sandisk may emerge as the bigger winner. That's because Sandisk has been growing sales at a faster rate than Samsung, thanks to its NAND flash memory storage chips.
Samsung reported 130% year-over-year revenue growth in the second quarter, while Sandisk delivered 372% year-over-year revenue growth. Sandisk told investors in its 2026 Investor Day that it, too, is securing multiyear deals with its top customers. The Samsung news has further limited the volume of memory chips that will be available for future customers, which will make it easier for Sandisk to command higher prices and sign more attractive multiyear deals.
#samsung #deals #customers #flashing
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 »
Investors have greatly underestimated the durability of the current memory chip boom, even the most bullish ones. Samsung (OTC: SSNLF) recently reported that three large customers had signed deals locking up 70% of its memory chip capacity through 2031: Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL).
Those deals are a big catalyst for the entire memory sector, and while Samsung is the immediate beneficiary, Sandisk may emerge as the bigger winner. That's because Sandisk has been growing sales at a faster rate than Samsung, thanks to its NAND flash memory storage chips.
Samsung reported 130% year-over-year revenue growth in the second quarter, while Sandisk delivered 372% year-over-year revenue growth. Sandisk told investors in its 2026 Investor Day that it, too, is securing multiyear deals with its top customers. The Samsung news has further limited the volume of memory chips that will be available for future customers, which will make it easier for Sandisk to command higher prices and sign more attractive multiyear deals.
#samsung #deals #customers #flashing
1 month ago
Wall Street's most recognizable stock commentator just made a call. He wants a company to announce the biggest share repurchase in corporate history. That company is already buying back tens of billions of its own stock.
Jim Cramer made the case on "Mad Money" on Sept. 1. He argued that Nvidia should begin a $500 billion buyback and repurchase shares daily. He pointed to Apple as the model, CNBC reported.
"I'd quintuple the buyback authorization," Cramer said. "Announce a monster half trillion dollar buyback and repurchase a tenth of the company in a fairly aggressive fashion, every day, clockwork, and get bigger on the down days."
The proposal would dwarf what Nvidia already has in place.
In May, Nvidia's board approved an additional $80 billion in share repurchases with no expiration date. In the first two quarters of fiscal 2027, the company bought back nearly $40 billion of stock. That is almost as much as it bought back in all of fiscal 2026.
#announce
Jim Cramer made the case on "Mad Money" on Sept. 1. He argued that Nvidia should begin a $500 billion buyback and repurchase shares daily. He pointed to Apple as the model, CNBC reported.
"I'd quintuple the buyback authorization," Cramer said. "Announce a monster half trillion dollar buyback and repurchase a tenth of the company in a fairly aggressive fashion, every day, clockwork, and get bigger on the down days."
The proposal would dwarf what Nvidia already has in place.
In May, Nvidia's board approved an additional $80 billion in share repurchases with no expiration date. In the first two quarters of fiscal 2027, the company bought back nearly $40 billion of stock. That is almost as much as it bought back in all of fiscal 2026.
#announce
1 month ago
Los Angeles Clippers star Kawhi Leonard is expected to leave and join his former team, the Toronto Raptors, once a previously agreed trade goes through.
Leonard was hit with a $700,000 fine for his role in the Clippers' cap-circumvention deal, while the LA franchise got a massive penalty, including a loss of picks and suspensions for the Clippers' higher-ups.
Now that the NBA has ruled on Leonard and the Clippers, both parties can move forward with the trade the Clippers and Raptors agreed to.
Apr 8, 2026; Inglewood, California, USA; Los Angeles Clippers forward Kawhi Leonard (2) reacts after a missed basket in the second half against the Oklahoma City Thunder at Intuit Dome. Mandatory Credit: Jayne Kamin-Oncea-Imagn Images
In his statement, Leonard accepted responsibility for people representing him making these illegal advances in the NBA.
#raptors #agreed
Leonard was hit with a $700,000 fine for his role in the Clippers' cap-circumvention deal, while the LA franchise got a massive penalty, including a loss of picks and suspensions for the Clippers' higher-ups.
Now that the NBA has ruled on Leonard and the Clippers, both parties can move forward with the trade the Clippers and Raptors agreed to.
Apr 8, 2026; Inglewood, California, USA; Los Angeles Clippers forward Kawhi Leonard (2) reacts after a missed basket in the second half against the Oklahoma City Thunder at Intuit Dome. Mandatory Credit: Jayne Kamin-Oncea-Imagn Images
In his statement, Leonard accepted responsibility for people representing him making these illegal advances in the NBA.
#raptors #agreed
1 month ago
Sunnyvale, California-based Intuitive Surgical, Inc. (ISRG) develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care. Valued at $133.1 billion by market cap, the company offers endoscopes, endoscopic retractors and disectors, scissors, scalpels, forceps, needle holders, electrocautery, ultrasonic cutters, and accessories during surgical procedures.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#intuitive #dear
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#intuitive #dear
1 month ago
The Securities and Exchange Commission has opened an investigation into scoreboard manufacturer Daktronics on Wednesday in relation to an alleged sponsorship deal the company had with Los Angeles Clippers star Kawhi Leonard.
Daktronics acting CFO Howard Atkins revealed the investigation on an earnings call on Wednesday, and said that they have received requests for information from the NBA. Specifics of the SEC's investigation are not yet known. It marks the first public acknowledgement that the NBA is including Daktronics in its investigation into Leonard and the Clippers.
"As you might expect, we have received requests for information from the NBA. Additionally, the Securities and Exchange Commission is seeking information from us concerning the company and Mr. Leonard," Atkins said. "We take these requests seriously and are cooperating. At this point, out of respect for the respective processes, we will not be providing further comment."
Leonard and the Los Angeles Clippers have been under scrutiny and an NBA investigation for nearly a year after an alleged no-show sponsorship deal with the now-defunct sustainability company Aspiration. That deal reportedly paid Leonard million for no visible work in an alleged bid to circumvent the NBA's salary cap.
A report last month from "Pablo Torre Finds Out" claimed that Daktronics also hired Leonard to a multimillion dollar sponsorship deal that didn't result in any work from Leonard. Daktronics built the $100 million video board at the Clippers' Intuit Dome.
#alleged #sponsorship
Daktronics acting CFO Howard Atkins revealed the investigation on an earnings call on Wednesday, and said that they have received requests for information from the NBA. Specifics of the SEC's investigation are not yet known. It marks the first public acknowledgement that the NBA is including Daktronics in its investigation into Leonard and the Clippers.
"As you might expect, we have received requests for information from the NBA. Additionally, the Securities and Exchange Commission is seeking information from us concerning the company and Mr. Leonard," Atkins said. "We take these requests seriously and are cooperating. At this point, out of respect for the respective processes, we will not be providing further comment."
Leonard and the Los Angeles Clippers have been under scrutiny and an NBA investigation for nearly a year after an alleged no-show sponsorship deal with the now-defunct sustainability company Aspiration. That deal reportedly paid Leonard million for no visible work in an alleged bid to circumvent the NBA's salary cap.
A report last month from "Pablo Torre Finds Out" claimed that Daktronics also hired Leonard to a multimillion dollar sponsorship deal that didn't result in any work from Leonard. Daktronics built the $100 million video board at the Clippers' Intuit Dome.
#alleged #sponsorship
2 months ago
Serayah is speaking out about the end of her engagement to Joey Badass citing a pattern of cheating she says she can no longer stay silent about.
The actress posted a lengthy Instagram statement on Monday detailing the split. "After much thought, I have made the difficult decision to end my engagement and relationship with the father of my child, Joey," she wrote. "I loved deeply, believed wholeheartedly in the life we were building, and wanted nothing more than to protect our family."
She continued: "Unfortunately, I also had to face a painful truth: there had been repeated infidelity throughout our relationship, including during some of the most vulnerable and meaningful moments of my life."
Instagram/serayah
Rather than stop at her own situation, she framed the statement as a message to other women. "I share it because too many women are taught to question themselves before they question what is happening right in front of them. If your intuition is telling you something is wrong, listen to it."
#serayah
The actress posted a lengthy Instagram statement on Monday detailing the split. "After much thought, I have made the difficult decision to end my engagement and relationship with the father of my child, Joey," she wrote. "I loved deeply, believed wholeheartedly in the life we were building, and wanted nothing more than to protect our family."
She continued: "Unfortunately, I also had to face a painful truth: there had been repeated infidelity throughout our relationship, including during some of the most vulnerable and meaningful moments of my life."
Instagram/serayah
Rather than stop at her own situation, she framed the statement as a message to other women. "I share it because too many women are taught to question themselves before they question what is happening right in front of them. If your intuition is telling you something is wrong, listen to it."
#serayah
2 months ago
The second quarter earnings season is nearly complete, and Nvidia's (NVDA) Q2 earnings beat on Wednesday served as a keystone to a remarkably strong stretch of corporate reports.
Nvidia stock jumped 8% on Thursday following the company's earnings release. Software and cybersecurity stocks also rose following a string of strong earnings reports. Salesforce (CRM), CrowdStrike (CRWD), and Okta (OKTA) stocks lifted by double digits in afternoon trading.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors weighed key updates this week from dollar stores Dollar Tree (DLTR) and Dollar General (DG), software companies Intuit (INTU) and Zoom (ZM), and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Marvell (MRVL) stock dipped after the data center chip manufacturer's second quarter earnings beat and guidance raise wasn't enough for Wall Street investors.
#earnings #second #beat
Nvidia stock jumped 8% on Thursday following the company's earnings release. Software and cybersecurity stocks also rose following a string of strong earnings reports. Salesforce (CRM), CrowdStrike (CRWD), and Okta (OKTA) stocks lifted by double digits in afternoon trading.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors weighed key updates this week from dollar stores Dollar Tree (DLTR) and Dollar General (DG), software companies Intuit (INTU) and Zoom (ZM), and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Marvell (MRVL) stock dipped after the data center chip manufacturer's second quarter earnings beat and guidance raise wasn't enough for Wall Street investors.
#earnings #second #beat
2 months ago
Nvidia (NVDA) delivered a commanding second-quarter fiscal 2027 performance after the close on Wednesday, Aug. 26, with revenue of $96.2 billion more than doubling from the year-ago period and comfortably exceeding the Wall Street consensus of approximately $92.2 billion.
Adjusted earnings per share came in at $2.22, well above the $2.09 ******* ysts had projected, while GAAP net income surged 126% year-over-year to $59.69 billion, or $2.46 per diluted share. The data center segment, which now represents over 92% of total revenue, generated $89 billion in quarterly sales, up 117% from a year earlier and roughly $3 billion above consensus expectations.
HP, Inc. Results Today - Huge, Unusual Options Activity in Long-Dated HPQ Puts
Extreme Speculators Should Keep Close Tabs on Intuitive Machines (LUNR) Stock
Bearish Outlook? Try These 2 Bear Call Spread Trades on Wednesday
#wednesday #revenue #Share #above
Adjusted earnings per share came in at $2.22, well above the $2.09 ******* ysts had projected, while GAAP net income surged 126% year-over-year to $59.69 billion, or $2.46 per diluted share. The data center segment, which now represents over 92% of total revenue, generated $89 billion in quarterly sales, up 117% from a year earlier and roughly $3 billion above consensus expectations.
HP, Inc. Results Today - Huge, Unusual Options Activity in Long-Dated HPQ Puts
Extreme Speculators Should Keep Close Tabs on Intuitive Machines (LUNR) Stock
Bearish Outlook? Try These 2 Bear Call Spread Trades on Wednesday
#wednesday #revenue #Share #above
2 months ago
Updated Aug 26, 2026, 5:13 pm EDT / Original Aug 25, 2026, 4:04 pm EDT
Intuit reported better-than-expected results for its latest quarter but its revenue outlook is likely to disappoint Wall Street, as the company looks to gain market share by potentially lowering prices across its business.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#company #rights
Intuit reported better-than-expected results for its latest quarter but its revenue outlook is likely to disappoint Wall Street, as the company looks to gain market share by potentially lowering prices across its business.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#company #rights
2 months ago
JPMorgan **** ysts downgraded Intuit (INTU) shares to "Neutral" and slashed their price target after the company's disappointing future guidance overshadowed its Q4 beat. INTU posted $4.35 billion in revenue and $4.03 in earnings per share (EPS) for its fourth quarter, handily beating the $4.27 billion and $3.58 per share, respectively, that **** ysts had forecast.
Following the post-earnings decline, Intuit stock is trading nearly 50% below its year-to-date high.
Warren Buffett Says Peter Thiel Can Quit Giving Pledge If It's Too 'Woke' for Him — 'A Lot of Reasons Why Rich People Don't Like Other Rich People'
Elon Musk Says We're '1000% Going to Go Bankrupt' Without Al and Robots — 'We're Totally Screwed' as Interest on National Debt Tops $1 Trillion
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes **** eX, Intel, CoreWeave, and More
#intu #rich #we 're
Following the post-earnings decline, Intuit stock is trading nearly 50% below its year-to-date high.
Warren Buffett Says Peter Thiel Can Quit Giving Pledge If It's Too 'Woke' for Him — 'A Lot of Reasons Why Rich People Don't Like Other Rich People'
Elon Musk Says We're '1000% Going to Go Bankrupt' Without Al and Robots — 'We're Totally Screwed' as Interest on National Debt Tops $1 Trillion
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes **** eX, Intel, CoreWeave, and More
#intu #rich #we 're
2 months ago
The second quarter earnings season is nearly complete, and Nvidia's (NVDA) Q2 earnings beat on Wednesday served as a keystone to a remarkably strong stretch of corporate reports.
Nvidia stock jumped 5% during premarket trading on Thursday following the company's earnings release.
Software and cybersecurity stocks also rose before the bell on Thursday following a string of strong earnings reports. Salesforce (CRM), CrowdStrike (CRWD), and Okta (OKTA) stocks lifted by double digits in premarket trading.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors weighed key updates this week from dollar stores Dollar Tree (DLTR) and Dollar General (DG), software companies Intuit (INTU) and Zoom (ZM), and other retailers like **** 's Sporting Goods (DKS) and Kohl's (KSS).
#dollar #Growth #thursday #okta
Nvidia stock jumped 5% during premarket trading on Thursday following the company's earnings release.
Software and cybersecurity stocks also rose before the bell on Thursday following a string of strong earnings reports. Salesforce (CRM), CrowdStrike (CRWD), and Okta (OKTA) stocks lifted by double digits in premarket trading.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors weighed key updates this week from dollar stores Dollar Tree (DLTR) and Dollar General (DG), software companies Intuit (INTU) and Zoom (ZM), and other retailers like **** 's Sporting Goods (DKS) and Kohl's (KSS).
#dollar #Growth #thursday #okta
2 months ago
Micron and Nvidia continue to make headlines, but one tiny AI stock has drastically outperformed them both in terms of growth in 2026. Netlist (OTC: NLST) has more than quintupled year to date, and its rally looks far from over.
Its hardware sales have been surging in recent quarters, and its recent legal wins point to the end of a decade-long battle against tech giants.
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 »
Netlist earned $109.8 million in its second quarter, a 163% year-over-year increase. Net income also flipped from a $6.1 million net loss in Q2 2025 to $1.4 million in net profits in the recent quarter.
Netlist makes most of its revenue by reselling hardware, but it is also developing CXL solutions that could become a major growth driver in the future. Fortune Business Insights projects a 54.48% compound annual growth rate for CXL memory products through 2034. Netlist is already making money from its DDR5 memory controllers, showing that its hardware revenue isn't just from reselling.
#Growth
Its hardware sales have been surging in recent quarters, and its recent legal wins point to the end of a decade-long battle against tech giants.
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 »
Netlist earned $109.8 million in its second quarter, a 163% year-over-year increase. Net income also flipped from a $6.1 million net loss in Q2 2025 to $1.4 million in net profits in the recent quarter.
Netlist makes most of its revenue by reselling hardware, but it is also developing CXL solutions that could become a major growth driver in the future. Fortune Business Insights projects a 54.48% compound annual growth rate for CXL memory products through 2034. Netlist is already making money from its DDR5 memory controllers, showing that its hardware revenue isn't just from reselling.
#Growth
2 months ago
There's no denying that Tim Curry was a master of his craft. The ultimate character actor, he brought to life some of the most unforgettable roles ever to grace the stage or screen, be they eccentric, campy, larger-than-life, or terrifyingly sinister.
The big reason why Curry was able to slip into these varied selves effortlessly may have been that he didn't feel the need to carve out a rigid sense of personal selfhood.
In a recent interview with CBS Sunday Morning, recorded only two weeks before his passing at the age of 80 on August 26, Curry told Turner Classic Movies host Ben Mankiewicz that throughout the course of his 50-year career "one of the keys" to his success has been "to not encourage an identity."
It's a counterintuitive idea, particularly today when identity has become such an important part of how people understand themselves and one another. We are regularly encouraged to define and stay aligned with some kind of "personal brand" via personality types, aesthetics, ****** ual orientation, zodiac signs, neurospiciness levels, political affiliations…you name it. Social media has this self-presentation as a near-constant part of daily life, inviting people to curate their interests, values, appearance, and opinions into an instantly recognizable public persona.
While there are certainly benefits, it often comes with the expectation that each person has a clearly defined, authentic identity waiting to be uncovered, articulated, and presented to the world.
#life #identity #part
The big reason why Curry was able to slip into these varied selves effortlessly may have been that he didn't feel the need to carve out a rigid sense of personal selfhood.
In a recent interview with CBS Sunday Morning, recorded only two weeks before his passing at the age of 80 on August 26, Curry told Turner Classic Movies host Ben Mankiewicz that throughout the course of his 50-year career "one of the keys" to his success has been "to not encourage an identity."
It's a counterintuitive idea, particularly today when identity has become such an important part of how people understand themselves and one another. We are regularly encouraged to define and stay aligned with some kind of "personal brand" via personality types, aesthetics, ****** ual orientation, zodiac signs, neurospiciness levels, political affiliations…you name it. Social media has this self-presentation as a near-constant part of daily life, inviting people to curate their interests, values, appearance, and opinions into an instantly recognizable public persona.
While there are certainly benefits, it often comes with the expectation that each person has a clearly defined, authentic identity waiting to be uncovered, articulated, and presented to the world.
#life #identity #part
