Alluvium ****** et Management, an ****** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block, and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted LyondellBasell Industries N.V. (NYSE:LYB). LyondellBasell Industries N.V. (NYSE:LYB) is a multinational chemical and plastic manufacturing company. On September 15, 2026, LyondellBasell Industries N.V. (NYSE:LYB) closed at $65.43 per share. Over the past month, LyondellBasell Industries N.V. (NYSE:LYB) declined 0.95% while its shares gained 22.25% over the past 52 weeks. LyondellBasell Industries N.V. (NYSE:LYB) has a market capitalization of $21.14 billion, and its stock has traded within a 52-week range of $41.58 and $83.94.
Conventum – Alluvium Global Fund stated the following regarding LyondellBasell Industries N.V. (NYSE:LYB) in its Q2 2026 investor letter:
"LyondellBasell Industries N.V. (NYSE:LYB), the plastics producer gave back some of that 88.3% return of last quarter, and fell 34.0%, We are continually amazed by the market's response to the war in Iraq. It seems that this so called "ceasefire" (the one where Iran keeps attacking ships in the Strait of Hormuz and the US keeps bombing) has led to expectations that all is well for the affected commodity markets. Management provided results in early May, and reported expectations that the higher prices will be sustained for some time. That makes sense to us. But since then, Polyethylene and Polypropylene prices, for example, have fallen by around 15%. After we sold around two thirds of our holding during the March quarter, we ceased as the price fell to levels below our valuation. It currently accounts for 2.1% of the Fund and we are comfortable with maintaining this position."
LyondellBasell Industries N.V. (NYSE:LYB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held LyondellBasell Industries N.V. (NYSE:LYB) at the end of the second quarter which was 59 in the previous quarter. While we acknowledge the potential of LyondellBasell Industries N.V. (NYSE:LYB) 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-

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Liberty Capital Corporation (NASDAQ:GLIBK). Liberty Capital Corporation (NASDAQ:GLIBK) is a communication services company that provides a range of data, wireless, video, voice, and managed services. GCI Liberty, Inc. rebranded to Liberty Capital Corporation (NASDAQ:GLIBK) in May 2026. On September 15, 2026, Liberty Capital Corporation (NASDAQ:GLIBK) closed at $25.55 per share. Over the past month, Liberty Capital Corporation (NASDAQ:GLIBK) declined 1.50% and its shares lost 27.02% over the past 52 weeks. Liberty Capital Corporation (NASDAQ:GLIBK) has a market capitalization of $1.02 billion, and its stock trades within a 52-week range of $19.30 and $41.18.
Conventum – Alluvium Global Fund stated the following regarding Liberty Capital Corporation (NASDAQ:GLIBK) in its Q2 2026 investor letter:
"GCI Liberty, the Alaskan cable business that was spun out of Liberty Broadband, has been renamed Liberty Capital Corporation (NASDAQ:GLIBK) (to reflect a future which is expected to include a broader array of businesses, and with its legacy GCI Alaska cable business being the solid "cash cow"). It fell 40.6%. There was plenty of news. Most notable was its USD 360m acquisition of Quintillion, which owns around 3,000 kilometres of fibre cable and plans to expand it by a further 2,500 kilometres or so. This perfectly aligns with Liberty's GCI operations. We understand Quintillion generates around USD 55-60m in revenue and USD 30m in free cash. We would expect significant synergies (reportedly around USD 20m) so we have little doubt that the deal adds value. And in fact, when we incorporate it into our model, the valuation uplift is around 35%. Management also decided to retreat from the competitive and low margin video business. And finally, Liberty Capital had intended to acquire an interest in Liberty Latin America by striking a deal for an initial 6% stake and building on that by buying John Malone's interest. For some reason this did not proceed which perhaps spooked the market. With the share price falling (to levels approximating half our valuation), and encouraged by its CEO buying shares, we increased our

Robert Kiyosaki isn't pulling punches this time. The "Rich Dad Poor Dad" author said on X early Tuesday that the "biggest crash in history has started," pointing to turbulence in Europe and ***** an as the opening act of a global downturn he says he predicted more than two decades ago.
Kiyosaki tied his warning to his 2002 book, "Rich Dad's Prophecy," which he said was written to help people "profit and not be victims" of a massive stock and bond market collapse.
He argues that the crash is now unfolding in 2026, driven by a mix of AI mania, geopolitical tensions including the war in Iran, excessive debt levels, and the retirement of the Baby Boom generation.
"In 2026, that crash started, in Europe and ***** an and is spreading across the world. It's caused by many factors, the AI frenzy, war in Iran, too much debt, and a retiring Baby Boom generation," he wrote on X.
For investors with 401(k)s, IRAs, or similar retirement accounts, especially those over 40, the message is stark: you may be in trouble unless you act.

#kiyosaki #Iran #boom #started

Zcash (ZEC) has dropped by nearly 6% in the past 7 days following a massive rally that pushed the token to its highest levels in a decade.
Trading volumes remain quite high at $1.4 billion, accounting for over 7% of the ******* et's circulating market cap.
The price hit a strong sell wall at $1,300 as macroeconomic conditions in the United States deteriorated.
A stable inflation print on Friday kickstarted a short-lived rally across crypto ******* ets but quickly faded, as odds of a rate hike during the next FOMC meeting rose to nearly 90%.
The Federal Open Market Committee (FOMC) is expected to convene on September 16. Comments from the new Chairman of the central bank, Kevin Warsh, will be scrutinized to get a sense of how the institution plans to curb inflation.

#inflation #zcash #trading #states

The Spurs announced Monday that registration is open for its second annual Gregg Popovich Coach to Coaches Clinic.
Set for 12:30-2:30 p.m. Oct. 4 at the Frost Bank Center before the start of the team's annual Silver & Black Open Scrimmage, the free clinic is open to basketball coaches of all levels and will be headed by Spurs coach Mitch Johnson and members of his staff.
Registration runs through Oct. 2.
More than 800 coaches representing more than 200 schools, organizations and communities from across the San Antonio area participated in last year's inaugural clinic.
"Coach Popovich has always emphasized the importance of teaching, sharing knowledge and helping others grow," Johnson said. "Last year's clinic was a great opportunity to connect with coaches in our community, and we're looking forward to continuing that tradition this year. We're excited to welcome everyone back to Frost Bank Center."

#coach #popovich

On September 10, Shoe Station Group (NASDAQ:SHOE) held its first earnings call under its new name, and the numbers told a story of a company still finding its footing. Second quarter net sales fell 7.2% to $284.3 million from $306.4 million a year earlier, with comparable sales down 7.1%. But buried in the report was a sharper signal: August comparable sales improved to a 2.7% decline, a real jump from the second quarter's pace, and management is pointing to store-by-store product changes as the reason why.
Shoe Station's turnaround argument rests on giving up the idea that every store should look the same. Interim CEO Clifton Sifford said the company had been running nearly identical ***** ortments across its stores even though its two banners serve very different customers, and that approach stopped working. The shift already shows up in the numbers. Once the company localized its athletic ***** ortments ahead of back-to-school, adult athletic sales moved from a low single-digit decline in the second quarter to a low single-digit increase in August.
Running shoes comped positive in both men's and women's categories, and men's work boots, a replenishment category with loyal repeat buyers, grew 2%. Management believes this fall's boot lineup is the best it has fielded in years, heading into what Sifford expects to be a bigger nonathletic fashion cycle. E-commerce sales grew 18.8% even as store traffic fell, and in-store conversion actually improved, evidence that customers who show up are buying; they just are not showing up in the same numbers yet. The company also ended the quarter debt-free with $131.6 million in cash, up $39.7 million from a year ago, giving it room to fund the localized rollout without straining the balance sheet.
The flip side is that the entire second quarter was ugly across the board. Shoe Carnival branded stores, still 63% of revenue, saw sales fall 6.5%, while the newly converted Shoe Station banner dropped 8.4%. Gross profit margin fell 690 basis points to 31.9%, a mix of a promotional footwear market and management's decision to accelerate liquidation of aged inventory, trading margin for cash. That combination cut net income to $6.3 million, or $0.23 per diluted share, down from $19.2 million and $0.70 a year earlier.
Management is not projecting relief anytime soon. Sifford said plainly, "We are not ***** uming the environment improves," and CFO Kerry Jackson noted that gross margins in fiscal August were still running below last year's levels at a pace comparable to the second quarter. Full-year gross margin guidance of 32.5% to 32.7% implies 390 to 410 basis points of compression for the year. Store impairment charges reached $6.7 million on 11 stores year to date, and management has already conceded that the core problem is not price, since conversion rates rose while total customer visits kept falling. That points to a marketing and trust problem rather than a demand problem, and fixing it will take more tha

On September 10, MasterCraft Boat Holdings (NASDAQ:MCFT) reported a fiscal fourth quarter that looked nothing like the one a year earlier. Adjusted EBITDA more than doubled, margins expanded across the legacy business, and the company closed out a year defined by its May 15 acquisition of Marine Products Corporation. But buried inside those same results was a $10.1 million writedown that tells a very different story about one corner of the business.
MasterCraft's core boat business is the reason the quarter worked at all. Legacy net sales, meaning the business before the acquisition, climbed 21.5% year over year to $96.6 million in the fourth quarter, powered by the next generation X Series lineup and less discounting at the dealer level. That combination of volume and pricing pushed legacy adjusted EBITDA margin up 730 basis points to 19.3%, up from 12% a year earlier. Once the newly acquired Chaparral and Robalo brands are added in, which contributed for only six weeks after the deal closed on May 15, consolidated fourth quarter net sales reached $129.9 million, up 63.4%, and adjusted EBITDA hit $20.5 million, up 114.9%.
The company also cleaned up its channel. Dealer field inventory for the legacy business fell 30% year over year, with turnover now running ahead of pre-pandemic levels, a sign dealers are selling boats rather than sitting on them. Full-year adjusted net income reached $30.2 million, or $1.76 per diluted share, up from $15.1 million, or $0.92 per share, in fiscal 2025. The company generated $22.3 million in free cash flow for the year and, as of June 30, held $43.9 million in cash, zero debt, and a fully available $75 million credit line. MasterCraft's own retail sales grew low single digits for the year even as the broader powerboat industry fell mid to high single digits, and the newer Robalo brand posted high single-digit retail growth in the fishing boat category.
The picture gets murkier once you look past the flagship brand. The Leisure segment, home to the Crest and Balise pontoon boats, saw fourth-quarter sales fall 11.2% year over year to $12.1 million, and the company booked a $10.1 million non-cash impairment against Crest brand ******* ets tied to what management called current category conditions. On a GAAP basis, that charge combined with acquisition costs and purchase accounting adjustments turned the quarter into a net loss of $7 million, or $0.35 per diluted share, compared to net income of $5.5 million a year earlier. Operating expenses rose $23.1 million in the quarter, including $5.9 million in transaction costs tied to the acquisition.

#million #legacy

Catherine Zeta-Jones spoke out against the "nepo baby" label, calling it "horrific" and saying her children "didn't ask to be born into this." The actress has two children, Dylan Douglas, 26, and Carys Zeta Douglas, 23, with her husband, Michael Douglas, who are pursuing their own acting careers.
In an interview with The Sunday Times, the 56-year-old Welsh actress said, "They're plugging away," adding, "My daughter wanted to be Amal Clooney for a while. But you have to go with your dreams, your passion."
The actress, known for her roles in The Mask of Zorro and Chicago, said, "It's hard for them to forge a way forward on their own. This horrific phrase 'nepo baby' is horrible because these kids didn't ask to be born into this; they're finding their own way in life. But they love it, and they're good. Otherwise, Michael and I would be the first to go, 'You know what? Maybe law school looks really good.'"
Catherine got her first major break in 1987 when she joined the West End production of 42nd Street. She went on to achieve widespread recognition in the UK after joining the cast of The Darling Buds of May in 1991.
The actress told the outlet, "Until I had my own kids, I didn't realise the pressure, how big that was for a young adult – well, a teenager." She added, "I had a sniff of the joy of being in the theatre so young. I went, 'I want to do this. I can't imagine going through school and A-levels in Swansea.'"

#didn 't #michael

I've used the word "penultimate" seemingly endless times in the last month or so, so here's one more. The WooSox capped off their finale in Lehigh Valley (Phillies AAA), finishing the PENULTIMATE series of 2026 in dramatic fashion despite outplaying the IronPigs for most of the game. Gage Ziehl had a gritty if not spectacular performance, pitching into the sixth and coming back from being taken yard in the fourth without his confidence shaken. All told, the 23-year-old righty struck out eight to bring his total to 126 in 116 innings pitched (96/85, respectively, of those being in Portland) and is really shaping up into someone to watch in 2027. The pitching staff as a whole issued zero walks despite being taken for nine hits, but the game never looked out of control save for when Noah Song came in to let two runs up in the sixth.
Luckily, though, the WooSox offense had a home run derby, sending five over the fence, including two from Allan Castro. That second one hoisted the WooSox from a deficit to a lead that Sam McWilliams wouldn't give up. Arias also hit his 24th home run of the season (and his 5th in Triple-A.)
Rain cancelled the last game of the season against Binghamton (Mets AA) in an anticlimactic fashion. But what a season it was for the Sea Dogs.
The season began with interested eyes watching Franklin Arias become an absolute hitting machine in the spring, along with Anthony Eyannson dealing, only for the former to be promoted to Triple-A and the latter dealt to Baltimore (or rather, Chesapeake) in the Adley Rutschman deal. Still, Brooks Brannon raked, the team had 8 walk-off wins and generally found ways to come up on top. The pitching staff headed by Hayden Mullins, in his own right a guy to watch, pitched a combined no hitter in April (but not a shutout). And Justin Gonzales looks formidable as an everyday outfielder a few years in the future. Overall, the cupboard is not as fully stocked as some teams, but there's some players to feel good about starting to make their mark in the mid-levels of the farm.

#pitching

Vale S.A. (NYSE:VALE) is considering making its debut in China's domestic bond market as soon as this year, with CFO Marcelo Bacci saying the company is preparing for a potential Panda bond issuance. The move would be strategically significant because China accounts for roughly half of Vale's revenue, making renminbi financing a natural extension of its relationship with its largest market. Bloomberg reported that Vale is still ****** sing the market, including whether it can obtain a maturity longer than the typical two-, three-, or five-year terms available to international issuers.
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.

#chinese #bond #panda #China

TotalEnergies SE (NYSE:TTE) plans to invest $10 billion alongside its partners in Angola over the next five years, with the goal of maintaining and potentially increasing its oil production in the country. TotalEnergies currently produces around 450,000 barrels per day in Angola, making it the country's largest oil operator and accounting for more than 40% of its total output.
The investment will go toward existing operations, new exploration, and projects aimed at replacing production from Angola's aging offshore fields. One of the biggest projects in the pipeline is the $6 billion Kaminho development, which is expected to start producing oil in 2028. TotalEnergies SE (NYSE:TTE) is also expanding its exploration efforts after signing agreements for two additional offshore blocks. On top of that, the company recently announced a new discovery in Block 17 that could add roughly 6,000 barrels per day to production.
The investment strengthens TotalEnergies SE (NYSE:TTE)'s position in one of Africa's key oil-producing markets and, perhaps more importantly, helps protect a major source of existing production. With around 450,000 barrels per day already coming from Angola, simply keeping output at current levels could continue to provide a meaningful contribution to the company's upstream cash flow. Any additional production from new discoveries and projects would offer further upside.
The current oil-price environment also works in TotalEnergies' favor. Brent crude recently climbed above $100 a barrel amid supply concerns and geopolitical tensions and is currently trading near this range. If prices remain elevated, projects designed to maintain or increase Angolan production could generate strong returns and make the company's investment more attractive.
There are also signs that TotalEnergies SE (NYSE:TTE) is doing more than just trying to slow production declines. Its recent Acacia-5 discovery in Block 17 could add around 6,000 barrels per day, while the company is expanding its exploration presence through new offshore blocks in the Lower Congo Basin. Angola's efforts to reform its oil sector and attract more exploration investment could also create a more favorable environment for TotalEnergies over the longer term.

#investment #offshore

Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on outside suppliers such as Howmet.
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.

#commercial

Costco has raised the price of its Kirkland Signature full-synthetic motor oil and begun limiting how much any one member can purchase, as a global lubricant shortage tied to the ongoing Middle East conflict pushes crude oil toward $100 a barrel.
That 10-quart case — two 5-quart bottles, enough for a typical V6 or V8 oil change — has jumped to $57.99, compared with the roughly $30 price members had grown accustomed to paying, according to The Drive. Stores are capping purchases at two units per customer per week. The retailer has also imposed a five-per-member limit on Mobil 1, with six quarts of that brand running $44.
The rationing reflects pressure from multiple directions. The connection to fuel prices runs through the refinery: base oil shares its crude-oil origins with gasoline and diesel, so when margins on finished fuel are strong, refiners have a financial reason to favor fuel production over lubricant stock, according to The Auto Wire. EIA data showed the gasoline crack spread sitting roughly a dollar per gallon higher than where it stood at the same point in 2025, a gap that has squeezed base oil availability and pushed its price upward.
Regulatory and licensing costs add a separate layer of expense. The Kirkland 5W-30 displays the dexos1 Gen 3 certification, GM's proprietary specification, and earning that mark is not free — manufacturers must put their formulation through GM's independent testing protocol and obtain a license from the automaker, paying separately for each product and each unit sold, according to The Auto Wire. Layered on top of that is an industry-wide burden: when the API SP category took effect around 2020, it introduced seven additional laboratory tests with no equivalent in the previous standard, among them a procedure targeting low-speed pre-ignition, the knock-like detonation problem **** ociated with modern turbocharged, direct-injection engines.
The supply squeeze is unfolding against a backdrop of a worsening global oil deficit. The International Energy Agency cut its 2026 global oil supply forecast to 102 million barrels per day in August, projecting a deficit of 1.8 million barrels per day in the third quarter — more than double its prior estimate. **** ulative global inventory draws since the start of the U.S.-Iran conflict have reached more than 500 million barrels, and Chevron CEO Mike Wirth said last week that the cushions that had softened earlier price increases have been exhausted. U.S. diesel prices crossed $6 per gallon for the first time, sitting at $6.06 as of Monday, an 8-cent increase from Sunday and 21 cents above week-earlier levels, according to AAA.

#barrels #wire

DUBAI, Sept 14 (Reuters) - Abu Dhabi's Etihad Airways said on Monday that its ‌passenger-carrying capacity is running above year-earlier ‌levels as Gulf carriers rebound from disruption caused by the Iran war, with strong demand expected heading into the winter travel season, its chief executive told Reuters.
"We are back on ‌track," CEO Antonoaldo ⁠Neves said in an interview, noting that current Available Seat Kilometres - ⁠the industry's standard measure of passenger-carrying capacity - was currently 15 to 17% higher than a year ago.
"Flights are full, full, full," he said, ‌adding that load factor, which measures how well an airline is filling available seats, was at 92% in August while the airline is targeting an 87% plus load factor ‌for the remainder of the year.
The Iran war affected travel earlier this year, pushing fuel prices ‌higher and disrupting flights in the Middle East and beyond. Middle Eastern carriers, some of the world's biggest, have seen their networks upended ‌by the conflict, but have gradually resumed their activity.
(Reporting by Federico Maccioni, Editing by Louise Heavens)

#reuters #middle

Dell Technologies (DELL) stock ripped higher and closed at a new all-time high on Sept. 11 after RBC Capital Markets initiated coverage of the tech-hardware giant with an "Outperform" rating. ***** yst David Paige ***** igned a $640 price objective to DELL, which signals potential for another 15% upside from current levels.
RBC's bullish call is significant given Dell shares have already been in a sharp uptrend in 2026, currently trading at more than 4x their price at the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.

#bullish

Jim Cramer sees Enterprise Products Partners L.P. (NYSE:EPD) as a major beneficiary of the disruption surrounding the Strait of Hormuz, as he said during the September 8 episode of Mad Money:
When I wrote How to Make Money in Any Market… I didn't know that Enterprise Products Partners was going to be the, maybe the single biggest pipeline winner in this country thanks to the war. I didn't see that war coming. The CEO of Enterprise, Jim Teague, has raised awareness for the company's profit opportunity because of the Hormuz closing. The margins of some of its liquids, like ethane to ethylene, ethylene to polyethylene, have soared. As Teague says, the Houston Ship Channel is now just as important as the Strait of Hormuz. Now, there's an endorsement. Stock yields 5.8%.
Enterprise Products Partners L.P. (NYSE:EPD) reported record second-quarter adjusted EBITDA of $2.8 billion, up 17% year over year, while operational distributable cash flow reached a record $2.3 billion, up 21%. Moreover, pipeline volumes reached a record 14.7 million barrels of oil equivalent per day, up 8%, while marine-terminal volumes increased 33% to 2.8 million barrels per day. Co-Chief Executive Officer James Teague said:
Volumes at our marine terminals have returned to normal levels in June and July after the initial rush to backfill volumes affected by hostilities in the Middle East in April and May.
In July, Enterprise Products Partners L.P. (NYSE:EPD) declared a quarterly distribution of $0.56 per unit, or $2.24 annualized, a 2.8% increase from a year earlier. At EPD's September 8 closing price of $38.83, that equates to a yield of approximately 5.8%. The company has increased its distribution for 27 consecutive years. The company's latest investor materials show $6.5 billion of major capital projects under construction. It expects 2026 organic growth capital spending, net of ***** et-sale proceeds, of $2.9 billion to $3.4 billion. The company retained $1.1 billion of DCF for internally funded growth capital expenditures and buybacks.

#partners #hormuz

Investors are bailing on Chewy (CHWY) shares on Sept. 11 after a senior JPMorgan ***** yst downgraded the online pet food and supplies retailer to "Neutral." In his research note, Doug Anmuth reduced his price objective on CHWY to $24, although that still represents about a 20% upside from current levels.
Chewy stock has been out of favor with investors in 2026. It is currently down nearly 40% versus the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.

#Stock #investors #jpmorgan

Rocket Lab (RKLB) shares are inching higher on Friday morning after Raymond James ***** yst Brian Gesuale issued a bullish note in favor of the ***** e infrastructure company. Gesuale ***** umed coverage of RKLB today with an "Outperform" rating and an $80 price objective, which signals potential upside of more than 25% from current levels.
His bullish call suggests Rocket Lab stock is poised to reclaim some of its recent losses. As of this writing, it's down more than 55% versus its year-to-date high.
Why It's Time to Load Up on Intel Stock
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.
NVDA Stock Alert: What to Know as Nvidia Faces DOJ Probe

#Stock

Southampton head coach Tonda Eckert says his players "deserve all the credit" after they beat Bristol City 4-1 on Saturday.
Two goals from Cyle Larin, and strikes from Kuryu Matsuki and Finn Azaz capped off an excellent performance, and extended their unbeaten run in the league to six matches.
"If you see the block of games that we come from it's not easy, especially if you then face a team who had a whole week to prepare," he told BBC Radio Solent.
"The midweek game against Swansea we knew that we have to run more and we did run more and more intense than we have all season.
"Obviously that takes takes a toll, that's just the reality so early on in the season and then it was just different energy levels on the pitch today."

#cyle #larin

Led by Elliot Anderson, reloaded Man City midfield gets first chance to impress in Manchester derby originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Manchester City were one of the biggest spenders in the free-wheeling 2026 summer transfer window, as the Premier League side made a host of big-money moves ahead of the current season.
Always known as one of the most lavish clubs in the world with their transfer budget, they went especially big this summer as they looked to refurbish the squad in a period of transition after the departure of legendary manager Pep Guardiola.
The club mainly focused on the central midfield position, where multiple key players departed and an immediate refresh was needed to keep the club's levels up.
With the new players now slotting into their established roles and Enzo Maresca's system beginning to become evident, Sunday's Manchester derby at Old Trafford is the perfect showcase for all the pieces to finally come together.

#manchester #transfer #players

Patterson-UTI Energy, Inc. (NASDAQ:PTEN) reported on September 7 that it averaged 101 revenue-earning drilling rigs in the United States during August and 100 over the two months ended August 31.
The count measures rigs earning revenue under drilling contracts. The announcement provided no day rates, contract duration, utilization by rig class, or margins. Management explicitly cautioned that rig-count trends alone may not indicate financial performance.
For investors, the update supplies evidence that customers are putting equipment to work. Whether that activity produces better returns depends on the revenue earned and costs incurred for each contracted rig.
The two-month average is consistent with management's earlier outlook for approximately 100 U.S. rigs in the third quarter, compared with 92 in the second quarter. That supports an activity recovery from the prior quarter, although September will determine the final quarterly average.
There is also pricing evidence outside the monthly release. In its July 29 results, Patterson-UTI Energy, Inc. (NASDAQ:PTEN) said recently awarded term contracts carried approximately 10% to 15% higher pricing than levels at the start of the year. Management attributed that improvement to higher demand and customer interest in structural rig upgrades. Those increases applied to recently awarded contracts, rather than the entire fleet.

#rigs #energy #pten

Uber Technologies (UBER) shares ended higher on Thursday even though a senior Arete Research ***** yst downgraded the ride-hailing and delivery giant to "Neutral." In his research note, Oliver Lester also reduced his price objective to $74, indicating a lack of meaningful upside in UBER from current levels.
Note that Uber stock has been a disappointment for investors in 2026, currently down about 20% versus its year-to-date high.
Why It's Time to Load Up on Intel Stock
Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.

#note #thursday #arete

Synopsys (SNPS) shares inched higher on Thursday after Wells Fargo ****** yst Joe Quatrochi issued a bullish note in favor of the electronic design automation (EDA) company. Quatrochi upgraded SNPS this morning to "Overweight" and raised his price target as well to $475, signaling potential upside of nearly 20% from current levels.
Wells Fargo's bullish call brings a much-needed reprieve to Synopsys stock, which has otherwise been in a sharp downtrend. At the time of writing, it's trading about 25% below its YTD high.
Why It's Time to Load Up on Intel Stock
Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.

#Stock #quatrochi #time

October Nymex natural gas (NGV26) on Thursday closed up +0.012 (+0.43%).
Nat-gas prices rebounded from a 2-week low on Thursday and settled higher. Short covering emerged in nat-gas on Thursday, supported by carryover from a rally in European nat-gas prices to a 3.75-year high. European nat-gas is soaring as sharply reduced supplies from the Middle East due to the closure of the Strait of Hormuz from the US-Iran war may boost European demand for US gas supplies. European nat-gas storage levels are well below normal, a bullish factor ahead of winter, when demand typically surges.
Crude Oil Prices Soar on Escalation of Middle East Hostilities
Crude Oil Prices Soar on Fears US-Iran War to Persist
Nat-Gas Prices Sink on the Outlook for Weaker US Demand

#thursday #Iran

US natural gas production is projected to reach a record high of 111.7 billion cubic feet per day (bcfd) in 2026, up from 107.6 bcfd in 2025, according to the U.S. Energy Information Administration (EIA). By 2027, domestic supply is expected to hit 115.9 bcfd.
But that's only half the story.
Over the next two years, US natural gas supply and demand will both rise to record levels, the EIA states in its Short-Term Energy Outlook.
Domestic gas consumption is projected to rise from a record 91.9 bcfd in 2025 to 111.7 bcfd in 2026 and 115.9 bcfd in 2027.
The agency said increased drilling efficiency, rising electricity demand, and expanding liquefied natural gas (LNG) export capacity continue to drive production despite selective capital spending by producers.

#bcfd #record #production #demand

We've got a West Coast showcase on our hands Friday, Sept. 11.
Mater Dei, ranked No. 14 in USA TODAY Sports' latest Super 25 rankings, will play host to No. 7 Centennial in a battle between two of Southern California's best. The Monarchs are unbeaten, while the Huskies have one loss, which came at the hands of No. 4 Santa Margarita.
And with two nationally ranked teams meeting this early in the season, there's plenty at stake in Southern California.
Mater Dei enters Friday night looking to continue its perfect start and make another statement against one of the nation's premier programs. The Monarchs have become synonymous with elite high school football, routinely producing Power Four recruits and NFL talent while competing for championships at the state and national levels.
Former St. John Bosco standout: Nebraska football commit suspended for senior year

#mater #hands #Football #west

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Bitcoin (BTC-USD) opened at $78,291.64 on Thursday, September 10, 2026, down 0.2% compared to Wednesday's opening price. As of 7:19 a.m. ET this morning, the price of bitcoin slid back to $77,941.56.
Ethereum (ETH-USD) opened at $2,467 on Thursday, September 10, 2026, down 0.7% from Wednesday's opening price. The price of ethereum slid this morning to $2,464.92 as of 7:19 a.m. ET.
Both bitcoin and ethereum prices opened at their lowest levels this week ahead of key inflation data less than a week away from the Fed's rate-setting meeting. Despite the low open prices, bitcoin and ethereum are holding strong month-over-month gains.
Investors of all stripes are awaiting the Producer Price Index (PPI) and Consumer Price Index (CPI) data due today and tomorrow for one final look at prior inflation data before the Fed meets for its two-day rate-setting meeting starting on Tuesday.

#Bitcoin #index #down

EAST LANSING, Mich. (WLNS) — The Michigan State University Board of Trustees officially approved Dan Bartholomae as the school's new athletic director during its meeting on Friday.
Bartholomae comes to MSU from Western Michigan University, where he was the athletic director since 2022.
"The future of college athletics will belong to institutions that embrace innovation while remaining grounded in their mission," MSU President Kevin M. Guskiewicz, Ph.D., said in a release "At Michigan State, that mission is clear: to provide our student-athletes with an experience that prepares them to compete at the highest levels, earn a world-class education and become leaders who make a difference long after their playing days are over. Dan shares that commitment and has the experience, vision and values to lead Spartan Athletics into its next era. We are excited to start this next chapter with him as our leader."
The terms of the contract are unclear. Bartholomae's August 2025 contract with Western Michigan includes a $5.1 million buyout, partly offset by a $3.95 million buyout Michigan State negotiated with Kentucky over J Batt's departure.
Western Michigan won 37 total conference championships and made 35 NCAA postseason appearances during Bartholomae's tenure, and its men's hockey team won the 2025 NCAA championship. He also had success as a fundraiser during his time in Kalamazoo, where he led record-breaking fundraising efforts. Michigan State in a previous news release highlighted that the average annual giving increased by 473% under his tenure, while the number of unique donors increased by 105%.

#university #director

NEW YORK – Ready or not, here she comes.
Just when you think you know Tory Burch's next move, she subverts expectations and continues her reign as one of the most interesting American designers today.
The designer brought out a cadre of stars for her New York Fashion Week show Thursday, Sept. 10, at the Sunken Garden by Isamu Noguchi in downtown Manhattan. Though far from an underground designer, Burch took her show to subterranean levels before she reached new heights with her collection and her front row, which included a fashionably timely Lauryn Hill, flanked by daughter Sara Marley and niece Kymora Marley, as well as actress Amanda Seyfried, "Saturday Night Live" alum Chloe Fineman and fashion power broker Anna Wintour.
Alex Eala, the young newcomer who dominated at the US Open until her defeat by best friend and fellow young star Iva Jovic, also joined along with emerging talent Ravyn Lenae and established celebrities like Padma Lakshmi and director Janicza Bravo.
Hill, in oversized sunglasses and an olive-green cinched top and tiered skirt with a silk scarf draped delicately over her head, garnered camera flashes from every angle. Perched atop her lap (and on the arms of everyone in the front row) was Burch's newly released Bunny Knot bag, with Hill's in a ****** er yellow color with the dark knot detailing looking like polka dots.

#front

The U.S. Treasury Department said Wednesday that it plans to buy $6 billion of government debt this week as part of an effort to reduce long-term borrowing costs and maintain liquidity in the bond market. The buyback operation, which triples the normal level of $2 billion per week, will continue at a higher level moving forward, Treasury said, with at least $4 billion in debt purchased each week for the next few months, and perhaps longer.
This week's buyback, which is scheduled for Thursday, will focus on 10- and 20-year Treasury bonds. Yields have been rising on those bonds, along with other durations, as investors confront the reality of persistent inflation, massive investment in artificial intelligence and rising government debt levels around the world.
Treasury Secretary Bessent said Tuesday that the buyback operation is intended to reduce the "fever that was building" in the bond markets.
The markets did not respond as hoped. Treasury yields rose after the announcement Wednesday, with the yield on long-duration bonds rising as much as 5 basis points in volatile trading, though yields fell back in later trading.
"It doesn't seem like the patient's feeling much better," Adam Josephson of Sakonnet Research wrote in a note, per Investopedia.

#week #rising #government