7 mins. ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities. On September 1, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $159.60 per share. Over the past month, Intercontinental Exchange, Inc. (NYSE:ICE) returned 4.85%, while its shares have declined 10.30% in the last 52 weeks. Intercontinental Exchange, Inc. (NYSE:ICE) has a market capitalization of $89.6 billion, and its stock has traded within a 52-week range of $121.79 to $177.00.
Sands Capital Select Growth Fund stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor letter:
"Intercontinental Exchange, Inc. (NYSE:ICE) is one of the world's largest operators of financial exchanges and clearinghouses. Shares declined as investor concerns around AI disruption in ICE's Mortgage business and potential competition from perpetual futures contracts weighed on the stock. Much of the underperformance appears to reflect multiple compression rather than a weakening of fundamentals, which remain solid. In our view, the market is overestimating the risk that AI will displace ICE Mortgage. The business is not simply a workflow solution; it is a platform that connects lenders, data vendors, and other participants required to originate, sell, and service mortgages, while also serving as a system of record for a significant portion of the U.S. mortgage ecosystem. We also believe concerns around perpetual futures competition are overstated, as the structure of these products may limit their use in institutional hedging and risk management, particularly before accounting for liquidity. As such, we believe the recent sell-off more than discounts these risks."
#investor
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities. On September 1, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $159.60 per share. Over the past month, Intercontinental Exchange, Inc. (NYSE:ICE) returned 4.85%, while its shares have declined 10.30% in the last 52 weeks. Intercontinental Exchange, Inc. (NYSE:ICE) has a market capitalization of $89.6 billion, and its stock has traded within a 52-week range of $121.79 to $177.00.
Sands Capital Select Growth Fund stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor letter:
"Intercontinental Exchange, Inc. (NYSE:ICE) is one of the world's largest operators of financial exchanges and clearinghouses. Shares declined as investor concerns around AI disruption in ICE's Mortgage business and potential competition from perpetual futures contracts weighed on the stock. Much of the underperformance appears to reflect multiple compression rather than a weakening of fundamentals, which remain solid. In our view, the market is overestimating the risk that AI will displace ICE Mortgage. The business is not simply a workflow solution; it is a platform that connects lenders, data vendors, and other participants required to originate, sell, and service mortgages, while also serving as a system of record for a significant portion of the U.S. mortgage ecosystem. We also believe concerns around perpetual futures competition are overstated, as the structure of these products may limit their use in institutional hedging and risk management, particularly before accounting for liquidity. As such, we believe the recent sell-off more than discounts these risks."
#investor
16 mins. ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Sphere Entertainment Co. (NYSE:SPHR). Sphere Entertainment Co. (NYSE:SPHR) is a US-based live entertainment and media company. On September 1, 2026, Sphere Entertainment Co. (NYSE:SPHR) closed at $133.30 per share, reflecting a market capitalization of $4.79 billion. Sphere Entertainment Co. (NYSE:SPHR) posted a one-month return of -17.02%, while its shares gained 175.53% over the past 52 weeks.
Sands Capital Select Growth Fund stated the following regarding Sphere Entertainment Co. (NYSE:SPHR) in its Q2 2026 investor letter:
"Sphere Entertainment Co. (NYSE:SPHR) and ****** e Exploration Technologies (SpaceX) were added as more idiosyncratic growth opportunities. Sphere is creating a new category of immersive live entertainment, where we believe premium in-person experiences may become more valuable as digital content becomes increasingly abundant. Its Las Vegas venue combines live events, original content, and proprietary technology, creating the potential for high utilization and attractive venue-level economics. Over time, the investment case depends on Sphere's ability to scale beyond Las Vegas through additional venues, licensing, and high-margin content monetization."
Sphere Entertainment Co. (NYSE:SPHR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Sphere Entertainment Co. (NYSE:SPHR) at the end of the second quarter, which was 2 in the previous quarter. While we acknowledge the potential of Sphere Entertainment Co. (NYSE:SPHR) 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.
#NYSE #s
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Sphere Entertainment Co. (NYSE:SPHR). Sphere Entertainment Co. (NYSE:SPHR) is a US-based live entertainment and media company. On September 1, 2026, Sphere Entertainment Co. (NYSE:SPHR) closed at $133.30 per share, reflecting a market capitalization of $4.79 billion. Sphere Entertainment Co. (NYSE:SPHR) posted a one-month return of -17.02%, while its shares gained 175.53% over the past 52 weeks.
Sands Capital Select Growth Fund stated the following regarding Sphere Entertainment Co. (NYSE:SPHR) in its Q2 2026 investor letter:
"Sphere Entertainment Co. (NYSE:SPHR) and ****** e Exploration Technologies (SpaceX) were added as more idiosyncratic growth opportunities. Sphere is creating a new category of immersive live entertainment, where we believe premium in-person experiences may become more valuable as digital content becomes increasingly abundant. Its Las Vegas venue combines live events, original content, and proprietary technology, creating the potential for high utilization and attractive venue-level economics. Over time, the investment case depends on Sphere's ability to scale beyond Las Vegas through additional venues, licensing, and high-margin content monetization."
Sphere Entertainment Co. (NYSE:SPHR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Sphere Entertainment Co. (NYSE:SPHR) at the end of the second quarter, which was 2 in the previous quarter. While we acknowledge the potential of Sphere Entertainment Co. (NYSE:SPHR) 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.
#NYSE #s
20 mins. ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index at 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Sands Capital Select Growth Fund highlighted Carpenter Technology Corporation (NYSE:CRS), a specialty metals manufacturer serving diversified industries. Carpenter Technology Corporation (NYSE:CRS), held since 2025 with a 4.2% portfolio weight, contributed 1.7% to the Fund's performance this quarter. On September 1, 2026, Carpenter Technology Corporation (NYSE:CRS) closed at $473.06 per share. Over the past month, Carpenter Technology Corporation (NYSE:CRS) declined 17.06%, while its shares are up 100.69% over the past year. Carpenter Technology Corporation (NYSE:CRS) has a market capitalization of $23.44 billion, and its stock has traded within a 52-week range of $228.00 to $625.99.
Sands Capital Select Growth Fund stated the following regarding Carpenter Technology Corporation (NYSE:CRS) in its Q2 2026 investor letter:
"Carpenter Technology Corporation (NYSE:CRS) is a leading supplier of specialty nickel alloys for the aerospace industry. Fiscal third quarter results reinforced our margin thesis as the company demonstrated significant operating leverage as the aerospace equipment cycle continued to recover. Specialty Alloys Operations generated an 86 percent incremental margin in a quarter when volume grew at its strongest rate since the post-COVID aerospace recovery. In our view, the results helped validate that Carpenter's earnings power can continue to expand as the business benefits from improving volume, pricing, and mix. We maintain conviction, supported by Carpenter Technology's specialized materials leadership, pricing power, and exposure to a multiyear aerospace production recovery."
#technology #corporation #capital #select
In its Q2 2026 investor letter, Sands Capital Select Growth Fund highlighted Carpenter Technology Corporation (NYSE:CRS), a specialty metals manufacturer serving diversified industries. Carpenter Technology Corporation (NYSE:CRS), held since 2025 with a 4.2% portfolio weight, contributed 1.7% to the Fund's performance this quarter. On September 1, 2026, Carpenter Technology Corporation (NYSE:CRS) closed at $473.06 per share. Over the past month, Carpenter Technology Corporation (NYSE:CRS) declined 17.06%, while its shares are up 100.69% over the past year. Carpenter Technology Corporation (NYSE:CRS) has a market capitalization of $23.44 billion, and its stock has traded within a 52-week range of $228.00 to $625.99.
Sands Capital Select Growth Fund stated the following regarding Carpenter Technology Corporation (NYSE:CRS) in its Q2 2026 investor letter:
"Carpenter Technology Corporation (NYSE:CRS) is a leading supplier of specialty nickel alloys for the aerospace industry. Fiscal third quarter results reinforced our margin thesis as the company demonstrated significant operating leverage as the aerospace equipment cycle continued to recover. Specialty Alloys Operations generated an 86 percent incremental margin in a quarter when volume grew at its strongest rate since the post-COVID aerospace recovery. In our view, the results helped validate that Carpenter's earnings power can continue to expand as the business benefits from improving volume, pricing, and mix. We maintain conviction, supported by Carpenter Technology's specialized materials leadership, pricing power, and exposure to a multiyear aerospace production recovery."
#technology #corporation #capital #select
23 mins. ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company that supplies semiconductor processing equipment. Lam Research Corporation (NASDAQ:LRCX), with a 4.7% portfolio weight, contributed 2.2% to the Fund's performance this quarter. On September 1, 2026, Lam Research Corporation (NASDAQ:LRCX) closed at $290.20 per share. Over the past month, Lam Research Corporation (NASDAQ:LRCX) declined 5.60%, but its shares are up 196.91% over the past year. Lam Research Corporation (NASDAQ:LRCX) has a market capitalization of $363.13 billion.
Sands Capital Select Growth Fund stated the following regarding Lam Research Corporation (NASDAQ:LRCX) in its Q2 2026 investor letter:
"Lam Research Corporation (NASDAQ:LRCX) is a leading global provider of semiconductor fabrication equipment. Shares of the business benefited from renewed confidence in semiconductor capital spending and the rising complexity of chip manufacturing. In the first quarter, revenue grew 24 percent and adjusted earnings per share grew 42 percent year over year, while June-quarter guidance exceeded consensus expectations. The company is a critical supplier of etch and deposition equipment, both of which become increasingly important as memory architectures and leading-edge semiconductor manufacturing grow more complex. We believe Lam's exposure to high-bandwidth memory, advanced NAND, and a recovering memory investment cycle gives it a differentiated role within the AI infrastructure supply chain."
#NASDAQ #fund #select
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company that supplies semiconductor processing equipment. Lam Research Corporation (NASDAQ:LRCX), with a 4.7% portfolio weight, contributed 2.2% to the Fund's performance this quarter. On September 1, 2026, Lam Research Corporation (NASDAQ:LRCX) closed at $290.20 per share. Over the past month, Lam Research Corporation (NASDAQ:LRCX) declined 5.60%, but its shares are up 196.91% over the past year. Lam Research Corporation (NASDAQ:LRCX) has a market capitalization of $363.13 billion.
Sands Capital Select Growth Fund stated the following regarding Lam Research Corporation (NASDAQ:LRCX) in its Q2 2026 investor letter:
"Lam Research Corporation (NASDAQ:LRCX) is a leading global provider of semiconductor fabrication equipment. Shares of the business benefited from renewed confidence in semiconductor capital spending and the rising complexity of chip manufacturing. In the first quarter, revenue grew 24 percent and adjusted earnings per share grew 42 percent year over year, while June-quarter guidance exceeded consensus expectations. The company is a critical supplier of etch and deposition equipment, both of which become increasingly important as memory architectures and leading-edge semiconductor manufacturing grow more complex. We believe Lam's exposure to high-bandwidth memory, advanced NAND, and a recovering memory investment cycle gives it a differentiated role within the AI infrastructure supply chain."
#NASDAQ #fund #select
34 mins. ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Shopify Inc. (NASDAQ:SHOP). Shopify Inc. (NASDAQ:SHOP), a Canada-based e-commerce technology company that provides a cloud-based platform for individuals and companies to create and manage their operations, detracted from performance in the quarter. On September 01, 2026, Shopify Inc. (NASDAQ:SHOP) closed at $139.82 per share. Over the past month, Shopify Inc. (NASDAQ:SHOP) declined 3.06%, and its shares are down 0.29% over the past year. Shopify Inc. (NASDAQ:SHOP) has a market capitalization of $181.44 billion, and its stock has traded within a 52-week range of $94.00 to $182.19.
Sands Capital Select Growth Fund stated the following regarding Shopify Inc. (NASDAQ:SHOP) in its Q2 2026 investor letter:
"Shopify Inc. (NASDAQ:SHOP) is a leading global ecommerce platform enabling the next generation of retail. Shares declined as concerns around AI-related expenses and forward guidance overshadowed strong quarterly results. Revenue grew 32 percent, the company's fastest growth rate since 2021, supported by strength in North America and higher payments penetration. Investors focused on rising LLM costs ***** ociated with Sidekick, Shopify's AI ***** istant, and second-quarter guidance that implied sequential deceleration. In our view, these concerns are manageable. Shopify is embedding AI into its platform to improve merchant productivity, product discovery, conversion, and win rates, creating potential latent pricing power over time. Early traction is encouraging, with Sidekick usage up 400 percent and Campaigns usage up 300 percent year over year. We maintain conviction in Shopify's long-term growth, supported by enterprise adoption, international expansion, rising take rate, and AI-driven discovery and product enhancements."
#shop
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Shopify Inc. (NASDAQ:SHOP). Shopify Inc. (NASDAQ:SHOP), a Canada-based e-commerce technology company that provides a cloud-based platform for individuals and companies to create and manage their operations, detracted from performance in the quarter. On September 01, 2026, Shopify Inc. (NASDAQ:SHOP) closed at $139.82 per share. Over the past month, Shopify Inc. (NASDAQ:SHOP) declined 3.06%, and its shares are down 0.29% over the past year. Shopify Inc. (NASDAQ:SHOP) has a market capitalization of $181.44 billion, and its stock has traded within a 52-week range of $94.00 to $182.19.
Sands Capital Select Growth Fund stated the following regarding Shopify Inc. (NASDAQ:SHOP) in its Q2 2026 investor letter:
"Shopify Inc. (NASDAQ:SHOP) is a leading global ecommerce platform enabling the next generation of retail. Shares declined as concerns around AI-related expenses and forward guidance overshadowed strong quarterly results. Revenue grew 32 percent, the company's fastest growth rate since 2021, supported by strength in North America and higher payments penetration. Investors focused on rising LLM costs ***** ociated with Sidekick, Shopify's AI ***** istant, and second-quarter guidance that implied sequential deceleration. In our view, these concerns are manageable. Shopify is embedding AI into its platform to improve merchant productivity, product discovery, conversion, and win rates, creating potential latent pricing power over time. Early traction is encouraging, with Sidekick usage up 400 percent and Campaigns usage up 300 percent year over year. We maintain conviction in Shopify's long-term growth, supported by enterprise adoption, international expansion, rising take rate, and AI-driven discovery and product enhancements."
#shop
36 mins. ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Spotify Technology S.A. (NYSE:SPOT). Spotify Technology S.A. (NYSE:SPOT) is a leading audio streaming subscription service provider monetizing through paid premium subscriptions and an ad-supported model. On September 1, 2026, Spotify Technology S.A. (NYSE:SPOT) closed at $544.15 per share. Over the past month, Spotify Technology S.A. (NYSE:SPOT) returned 12.84%, but its shares are down 21.97% over the past year. Spotify Technology S.A. (NYSE:SPOT) has a market capitalization of $111.86 billion, and its stock has traded within a 52-week range of $405.00 to $745.00.
Sands Capital Technology Innovators Fund stated the following regarding Spotify Technology S.A. (NYSE:SPOT) in its Q2 2026 investor letter:
"Spotify Technology S.A. (NYSE:SPOT) shares declined following first-quarter results after management guided margins lower due to a near-term increase in operating expenses. In our view, this spending reflects investment in future product development rather than a structurally higher cost base and likely signals the early stages of a new AI-enabled product cycle. Spotify's 2026 investor day helped address concerns around AI by reinforcing that AI could expand, rather than impair, the business model. Management highlighted a path to mid teens revenue growth through 2030, supported by new monetization opportunities, including AI music features, Audiobook+, and personal podcasts. The Universal Music Group partnership also provides a potential path to turn AI music into a paid feature. We believe Spotify's scale, pricing power, and distribution advantage position it to convert AI-enabled products into higher revenue per user and long-term margin expansion."
#spotify
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Spotify Technology S.A. (NYSE:SPOT). Spotify Technology S.A. (NYSE:SPOT) is a leading audio streaming subscription service provider monetizing through paid premium subscriptions and an ad-supported model. On September 1, 2026, Spotify Technology S.A. (NYSE:SPOT) closed at $544.15 per share. Over the past month, Spotify Technology S.A. (NYSE:SPOT) returned 12.84%, but its shares are down 21.97% over the past year. Spotify Technology S.A. (NYSE:SPOT) has a market capitalization of $111.86 billion, and its stock has traded within a 52-week range of $405.00 to $745.00.
Sands Capital Technology Innovators Fund stated the following regarding Spotify Technology S.A. (NYSE:SPOT) in its Q2 2026 investor letter:
"Spotify Technology S.A. (NYSE:SPOT) shares declined following first-quarter results after management guided margins lower due to a near-term increase in operating expenses. In our view, this spending reflects investment in future product development rather than a structurally higher cost base and likely signals the early stages of a new AI-enabled product cycle. Spotify's 2026 investor day helped address concerns around AI by reinforcing that AI could expand, rather than impair, the business model. Management highlighted a path to mid teens revenue growth through 2030, supported by new monetization opportunities, including AI music features, Audiobook+, and personal podcasts. The Universal Music Group partnership also provides a potential path to turn AI music into a paid feature. We believe Spotify's scale, pricing power, and distribution advantage position it to convert AI-enabled products into higher revenue per user and long-term margin expansion."
#spotify
39 mins. ago
Switzerland's IDAK Food Group is offloading potato products and snacks manufacturer Kadi to local private-equity firm Invision.
Zug-based Invision will hold a majority stake in Kadi, while the company's management will retain a minority holding.
Kadi, based in Langenthal, was the core ****** et behind the strategy that led to the creation of the current IDAK Food Group.
Invision and fellow private-equity firm Nord Holding acquired a majority stake in the business in 2018.
The investors then used Kadi as the platform to build IDAK Food Group into a pan-European frozen-food group.
#Food
Zug-based Invision will hold a majority stake in Kadi, while the company's management will retain a minority holding.
Kadi, based in Langenthal, was the core ****** et behind the strategy that led to the creation of the current IDAK Food Group.
Invision and fellow private-equity firm Nord Holding acquired a majority stake in the business in 2018.
The investors then used Kadi as the platform to build IDAK Food Group into a pan-European frozen-food group.
#Food
1 hr. ago
TruckSmarter announced on Tuesday that it has been acquired and that its driver app, Dispatch, shuts down on Friday, September 4.
The scale is what makes this more than a routine startup wind-down. More than 500,000 carriers have used the TruckSmarter platform, which included a free load board alongside the paid Dispatch product. Dispatch was an AI chat interface that let a driver ask for freight in plain language and had software agents handle the bidding and booking, rather than making the driver work a traditional load board.
Automated replies from the company indicated that active Dispatch subscriptions are canceled Friday, and that invoices paid within the previous 30 days will be refunded within seven business days of cancellation. Co-founder and chief executive Dan Kao posted a message inside the app thanking users for five years of trust, and drivers and trucking groups spread screenshots of it across social media.
One thing has been ruled out. OTR Solutions, which bought TruckSmarter's factoring and banking division in November 2025, told FreightWaves it did not acquire the remaining business.
So a company that raised money twelve months ago is gone by Friday, and ****** ody will say who bought it. That combination has a name in technology, even if no one involved here has used it.
#Friday #load #board #company
The scale is what makes this more than a routine startup wind-down. More than 500,000 carriers have used the TruckSmarter platform, which included a free load board alongside the paid Dispatch product. Dispatch was an AI chat interface that let a driver ask for freight in plain language and had software agents handle the bidding and booking, rather than making the driver work a traditional load board.
Automated replies from the company indicated that active Dispatch subscriptions are canceled Friday, and that invoices paid within the previous 30 days will be refunded within seven business days of cancellation. Co-founder and chief executive Dan Kao posted a message inside the app thanking users for five years of trust, and drivers and trucking groups spread screenshots of it across social media.
One thing has been ruled out. OTR Solutions, which bought TruckSmarter's factoring and banking division in November 2025, told FreightWaves it did not acquire the remaining business.
So a company that raised money twelve months ago is gone by Friday, and ****** ody will say who bought it. That combination has a name in technology, even if no one involved here has used it.
#Friday #load #board #company
1 hr. ago
Everspin Technologies (NASDAQ:MRAM) and Teledyne HiRel Semiconductors, a unit of Teledyne Technologies (NYSE:TDY), announced a partnership to make Everspin's PERSYST spin-transfer torque MRAM available through Teledyne HiRel's memory product portfolio for aerospace and defense customers.
The collaboration will initially focus on Everspin's 256Mb PERSYST STT-MRAM and will also cover the company's 64Mb and 128Mb PERSYST products.
PERSYST STT-MRAM is a non-volatile memory technology designed to retain stored data during power loss and system resets while providing RAM-like write speeds.
The companies identified potential applications including avionics, radar systems, electronic warfare payloads, satellite electronics, VPX platforms, single-board computers and autonomous systems.
The agreement expands the channels through which aerospace and defense customers can access Everspin's PERSYST products.
#persyst
The collaboration will initially focus on Everspin's 256Mb PERSYST STT-MRAM and will also cover the company's 64Mb and 128Mb PERSYST products.
PERSYST STT-MRAM is a non-volatile memory technology designed to retain stored data during power loss and system resets while providing RAM-like write speeds.
The companies identified potential applications including avionics, radar systems, electronic warfare payloads, satellite electronics, VPX platforms, single-board computers and autonomous systems.
The agreement expands the channels through which aerospace and defense customers can access Everspin's PERSYST products.
#persyst
1 hr. ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Record revenue and EPS were driven by the compounding benefits of a modernized operating model, enabling earnings to grow faster than revenue through significant operating leverage.
Management attributes the 122% growth in traditional servers to a structural shift where customers view IT as a value driver rather than a cost center, accelerating the refresh of an aged installed base.
AI server momentum is broadening across Neoclouds, sovereigns, and enterprise customers, with the customer count surpassing 6,500 as organizations move from design to production.
Storage returned to growth and share gains, fueled by strong demand for Dell IP products and early tailwinds from AI workloads requiring massive data movement and protection.
#Growth #management #storage
Record revenue and EPS were driven by the compounding benefits of a modernized operating model, enabling earnings to grow faster than revenue through significant operating leverage.
Management attributes the 122% growth in traditional servers to a structural shift where customers view IT as a value driver rather than a cost center, accelerating the refresh of an aged installed base.
AI server momentum is broadening across Neoclouds, sovereigns, and enterprise customers, with the customer count surpassing 6,500 as organizations move from design to production.
Storage returned to growth and share gains, fueled by strong demand for Dell IP products and early tailwinds from AI workloads requiring massive data movement and protection.
#Growth #management #storage
2 hours ago
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Fund highlighted L3Harris Technologies, Inc. (NYSE:LHX). L3Harris Technologies, Inc. (NYSE:LHX) provides mission-critical solutions for government and commercial customers worldwide. On September 01, 2026, L3Harris Technologies, Inc. (NYSE:LHX) closed at $263.56 per share. Over the past month, L3Harris Technologies, Inc. (NYSE:LHX) declined 8.44%, and its shares lost 4.08% over the past 52 weeks. L3Harris Technologies, Inc. (NYSE:LHX) has a market capitalization of $48.76 billion.
Artisan Global Opportunities Fund stated the following regarding L3Harris Technologies, Inc. (NYSE:LHX) in its Q2 2026 investor letter:
"L3Harris Technologies, Inc. (NYSE:LHX) is a global aerospace and defense company that we believe remains well positioned to benefit from growing investment in next-generation missile defense, ****** e sensing and national security programs. Recent results exceeded expectations, with 15% organic growth driven by continued strength in its ****** e and mission systems and missile solutions segments. Order activity remained healthy, with backlog reaching $41 billion and international demand accelerating. Despite the solid operating performance, shares declined amid concerns over future competition and the potential implications for long-term market share. While strong bookings and accelerating revenue continue to support our long-term investment thesis, we began harvesting the position as we reallocated capital within the industrials sector."
#technologies #opportunities #long
In its second-quarter 2026 investor letter, Artisan Global Opportunities Fund highlighted L3Harris Technologies, Inc. (NYSE:LHX). L3Harris Technologies, Inc. (NYSE:LHX) provides mission-critical solutions for government and commercial customers worldwide. On September 01, 2026, L3Harris Technologies, Inc. (NYSE:LHX) closed at $263.56 per share. Over the past month, L3Harris Technologies, Inc. (NYSE:LHX) declined 8.44%, and its shares lost 4.08% over the past 52 weeks. L3Harris Technologies, Inc. (NYSE:LHX) has a market capitalization of $48.76 billion.
Artisan Global Opportunities Fund stated the following regarding L3Harris Technologies, Inc. (NYSE:LHX) in its Q2 2026 investor letter:
"L3Harris Technologies, Inc. (NYSE:LHX) is a global aerospace and defense company that we believe remains well positioned to benefit from growing investment in next-generation missile defense, ****** e sensing and national security programs. Recent results exceeded expectations, with 15% organic growth driven by continued strength in its ****** e and mission systems and missile solutions segments. Order activity remained healthy, with backlog reaching $41 billion and international demand accelerating. Despite the solid operating performance, shares declined amid concerns over future competition and the potential implications for long-term market share. While strong bookings and accelerating revenue continue to support our long-term investment thesis, we began harvesting the position as we reallocated capital within the industrials sector."
#technologies #opportunities #long
2 hours ago
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."
#insm #artisan #global #quarter
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."
#insm #artisan #global #quarter
2 hours ago
With the news earlier this evening that Michael Lombardi has resigned as General Manager, WRAL has reported that UNC is still looking into a number of allegations surrounding the football program. The allegations are quite serious, and would almost certainly be enough for several more people to lose their jobs.
According to WRAL, lawyers are investigating whether defensive coordinator Steve Belichick used drugs while on the job or provided drugs to a player on the team. The younger Belichick has been on leave since over the summer for undisclosed reasons.
There is also an investigation into the existence of inappropriate relationships between recruiting staff and a player as well as ******* istant coaches and recruiting staff. WRAL notes that those questioned in the matter were asked whether or not they'd reported any issues to Bill Belichick.
If there is indeed validity to these claims, particularly if it is confirmed that Bill Belichick was made aware of what was going on within his program, it seems likely that the entire house of cards may fall. While it's clear that Lombardi was a real problem, the school is concerned enough that he was not the root of the entire problem to keep digging into what was going on in the Kenan Football Center.
Some of the allegations simply feel too big to recover from if they are proven to be true. It's a significant black eye on the program and the university that there is enough smoke to even reach this point. Almost the entire Bill Belichick Experience has been a punchline in the college football world, and all of the detractors were just given a boatload more fuel for the fire.
#wral #Football #entire
According to WRAL, lawyers are investigating whether defensive coordinator Steve Belichick used drugs while on the job or provided drugs to a player on the team. The younger Belichick has been on leave since over the summer for undisclosed reasons.
There is also an investigation into the existence of inappropriate relationships between recruiting staff and a player as well as ******* istant coaches and recruiting staff. WRAL notes that those questioned in the matter were asked whether or not they'd reported any issues to Bill Belichick.
If there is indeed validity to these claims, particularly if it is confirmed that Bill Belichick was made aware of what was going on within his program, it seems likely that the entire house of cards may fall. While it's clear that Lombardi was a real problem, the school is concerned enough that he was not the root of the entire problem to keep digging into what was going on in the Kenan Football Center.
Some of the allegations simply feel too big to recover from if they are proven to be true. It's a significant black eye on the program and the university that there is enough smoke to even reach this point. Almost the entire Bill Belichick Experience has been a punchline in the college football world, and all of the detractors were just given a boatload more fuel for the fire.
#wral #Football #entire
2 hours ago
Moritz Seider has had an amazing start to his career while wearing the winged wheel for Detroit. He has captivated fans with his elite defensive play, and he has become more involved on the offensive side of the puck every year. He just recorded his best season yet in Detroit, posting career marks in goals, ***** ists, and plus/minus rating: 10 goals, 50 ***** ists, 60 points and a plus-15 rating in all 82 games. He hasn't even reached his full potential yet, and he is already one of the franchise's centerpieces.
During his time in Detroit, he has also learned how to quarterback our power play and be a shutdown force during penalty-killing situations. He put up a career-high 28 power-play points last season and led Red Wings defensemen with 180 blocked shots. He is also one of the defensemen Detroit turns to in overtime. Over the last five seasons in Detroit, he has averaged 23:51 of ice time, and last season's career-best 25:40 a night was the heaviest workload he has carried yet. Not to mention that he has never missed a game in the entirety of his NHL career so far, a streak that now sits at 410 straight.
Seider will look to continue his dominance on the blue line this season, which carries major significance as the Wings look to return to the playoffs for the first time since 2015-16, after a 10th straight miss last spring. If Seider can maintain his superb career trajectory and the season he posted last year, Detroit's blue line and team will only get better. One statistic that really stands out is Seider's plus/minus rating. As Detroit's number one defenseman, Seider is regularly on the ice defending against the opposing team's top stars. Posting a plus-15 last season, his first positive rating in five NHL seasons, shows that he is one of the most valuable defensemen in today's NHL.
This is not hype or exaggeration of Seider's play; he is well respected by his peers and was just ranked as the ninth-best defenseman in the NHL right now by NHL Network, one spot behind Ottawa's Jake Sanderson, after finishing fifth in Norris Trophy voting. He is the Detroit blue line, and the extension that we had worked out to keep him here was, and still is, an absolute steal for the value of a player he is and will become in the future.
On Aug. 28, 2026, the Colorado Avalanche signed defenseman Cale Makar to a record eight-year, $163.2 million contract extension, making him the highest-paid player in NHL history at a $20.4 million AAV and the first $20 million man the league has ever had. With this happening, elite defenders are going to see a skyrocket in not only what they are worth but what they are going to be paid. Now, when we look at the extension Seider signed on Sept. 19, 2024, seven years and $59.85 million at an $8.55 million AAV, that was an absolute steal for the player who will control Detroit's blue line for years to come. Seider is under contract with Detroit through the 2030-31 season and will be a key piece of Detroit's plans now and i
During his time in Detroit, he has also learned how to quarterback our power play and be a shutdown force during penalty-killing situations. He put up a career-high 28 power-play points last season and led Red Wings defensemen with 180 blocked shots. He is also one of the defensemen Detroit turns to in overtime. Over the last five seasons in Detroit, he has averaged 23:51 of ice time, and last season's career-best 25:40 a night was the heaviest workload he has carried yet. Not to mention that he has never missed a game in the entirety of his NHL career so far, a streak that now sits at 410 straight.
Seider will look to continue his dominance on the blue line this season, which carries major significance as the Wings look to return to the playoffs for the first time since 2015-16, after a 10th straight miss last spring. If Seider can maintain his superb career trajectory and the season he posted last year, Detroit's blue line and team will only get better. One statistic that really stands out is Seider's plus/minus rating. As Detroit's number one defenseman, Seider is regularly on the ice defending against the opposing team's top stars. Posting a plus-15 last season, his first positive rating in five NHL seasons, shows that he is one of the most valuable defensemen in today's NHL.
This is not hype or exaggeration of Seider's play; he is well respected by his peers and was just ranked as the ninth-best defenseman in the NHL right now by NHL Network, one spot behind Ottawa's Jake Sanderson, after finishing fifth in Norris Trophy voting. He is the Detroit blue line, and the extension that we had worked out to keep him here was, and still is, an absolute steal for the value of a player he is and will become in the future.
On Aug. 28, 2026, the Colorado Avalanche signed defenseman Cale Makar to a record eight-year, $163.2 million contract extension, making him the highest-paid player in NHL history at a $20.4 million AAV and the first $20 million man the league has ever had. With this happening, elite defenders are going to see a skyrocket in not only what they are worth but what they are going to be paid. Now, when we look at the extension Seider signed on Sept. 19, 2024, seven years and $59.85 million at an $8.55 million AAV, that was an absolute steal for the player who will control Detroit's blue line for years to come. Seider is under contract with Detroit through the 2030-31 season and will be a key piece of Detroit's plans now and i
4 hours ago
INDIANAPOLIS (AP) — Former Fox Sports ****** yst Mark Sanchez plans to plead guilty to charges ahead of a trial stemming from an October 2025 fight with a truck driver outside an Indianapolis hotel, according to court records filed Thursday.
A motion asks for a guilty plea and sentencing hearing for Sanchez in Marion County Superior Court. Online records didn't indicate which charges Sanchez plans to plead guilty to.
Sanchez faces a felony battery charge, along with three misdemeanor charges, for what prosecutors have said was a fight over parking.
The ex-NFL quarterback's jury trial was scheduled to start Tuesday. The trial had been rescheduled five times since it was initially set to begin in December. Sanchez and Fox Sports also face a civil lawsuit filed by the truck driver, Perry Tole.
A police affidavit alleges that Sanchez, smelling of alcohol, accosted Tole, who had backed his truck into a hotel's loading docks in downtown Indianapolis. Tole claims in his lawsuit that Sanchez entered the truck without permission, then physically blocked and shoved Tole, who then doused Sanchez with pepper spray.
#sanchez
A motion asks for a guilty plea and sentencing hearing for Sanchez in Marion County Superior Court. Online records didn't indicate which charges Sanchez plans to plead guilty to.
Sanchez faces a felony battery charge, along with three misdemeanor charges, for what prosecutors have said was a fight over parking.
The ex-NFL quarterback's jury trial was scheduled to start Tuesday. The trial had been rescheduled five times since it was initially set to begin in December. Sanchez and Fox Sports also face a civil lawsuit filed by the truck driver, Perry Tole.
A police affidavit alleges that Sanchez, smelling of alcohol, accosted Tole, who had backed his truck into a hotel's loading docks in downtown Indianapolis. Tole claims in his lawsuit that Sanchez entered the truck without permission, then physically blocked and shoved Tole, who then doused Sanchez with pepper spray.
#sanchez
6 hours ago
The Colorado Buffaloes and Georgia Tech Yellow Jackets will meet for only the second time Thursday night. However, their shared football history reaches much deeper than last season's opener at Folsom Field.
The Yellow Jackets won the 2025 matchup, 27-20, after quarterback Haynes King rushed for 156 yards and three touchdowns. His 45-yard touchdown run late in the fourth quarter snapped a 20-20 tie and gave Georgia Tech a 1-0 lead in the series.
Tonight's rematch at Bobby Dodd Stadium brings Colorado back to Atlanta for a game loaded with new players, but one old argument remains close by: the 1990 national championship.
Colorado and Georgia Tech did not play in 1990, yet both programs still claim a share of that season's national championship.
Bill McCartney's Colorado team finished 11-1-1, survived the famous "Fifth Down" game at Missouri and defeated Notre Dame in the Orange Bowl. The Buffaloes finished No. 1 in the AP Poll, earning the program's first national ****** le.
#buffaloes #yellow
The Yellow Jackets won the 2025 matchup, 27-20, after quarterback Haynes King rushed for 156 yards and three touchdowns. His 45-yard touchdown run late in the fourth quarter snapped a 20-20 tie and gave Georgia Tech a 1-0 lead in the series.
Tonight's rematch at Bobby Dodd Stadium brings Colorado back to Atlanta for a game loaded with new players, but one old argument remains close by: the 1990 national championship.
Colorado and Georgia Tech did not play in 1990, yet both programs still claim a share of that season's national championship.
Bill McCartney's Colorado team finished 11-1-1, survived the famous "Fifth Down" game at Missouri and defeated Notre Dame in the Orange Bowl. The Buffaloes finished No. 1 in the AP Poll, earning the program's first national ****** le.
#buffaloes #yellow
7 hours ago
AUSTIN - Steve Sarkisian begins his sixth season as Texas head football coach Saturday.
And his most important.
The 2026 season, which begins with an intriguing game against a vastly improved Texas State team, shapes up as a critical referendum on the Longhorn coach's reputation. Not his job status, but his image, if you will.
But let's be clear.
It's not a make-or-break year. Not anywhere that serious although many think if Texas doesn't break through and at a minimum reach the national ****** le game Jan. 25 in Las Vegas this season, then when? It's a fair point with his loaded roster.
#break #steve
And his most important.
The 2026 season, which begins with an intriguing game against a vastly improved Texas State team, shapes up as a critical referendum on the Longhorn coach's reputation. Not his job status, but his image, if you will.
But let's be clear.
It's not a make-or-break year. Not anywhere that serious although many think if Texas doesn't break through and at a minimum reach the national ****** le game Jan. 25 in Las Vegas this season, then when? It's a fair point with his loaded roster.
#break #steve
7 hours ago
The ACC/SEC Challenge matchups have quickly become some of the most anticipated games on the college basketball calendar. This year's slate once again features several high-profile programs going head-to-head in important early-season tests. With intriguing storylines, talented rosters, and plenty of national implications, a few games stand above the rest. Here are the three must-watch matchups in the 2026 ACC/SEC Challenge.
Alabama Crimson Tide head coach Nate Oats reacts in the second half against the Michigan Wolverines during a Sweet Sixteen game of the Midwest Regional of the men's 2026 NCAA Tournament at United Center. Mandatory Credit: Kamil Krzaczynski, Imagn Images via Reuters Connect
Despite losing their top scorer, Labaron Philon Jr., Alabama head coach Nate Oats has reloaded his roster by retaining key pieces and targeting the transfer portal. After testing NBA waters, Amari Allen felt it was best to return to Alabama. This is massive for the Crimson Tide as they return one of the nation's better defenders. Allen was tasked with the toughest ****** ignments game after game. The expectations will be high for him. This is similar to Philon Jr., who, in his first year, was great and turned into a phenomenal scorer. Philon led the Crimson Tide in scoring last season.
Alongside Allen's return, Oats has also brought in a talented freshman class that could make an immediate impact for the Crimson Tide. The first of the group is five-star McDonald's All-American Jaxon Richardson. The six-foot-six wing is known to be one of the most athletic and bouncy freshmen in the class. Richardson does a great job of running the floor, creating easy transition points for himself. This is a perfect match for Oats, who likes to play fast on offense.
Richardson moves exceptionally without the ball, showing that he does not need the ball in his hands to make an immediate impact. Richardson can make a major impact on the glass, consistently creating second-chance opportunities by securing offensive rebounds and finishing putbacks. Defensively, his long wingspan and high motor allow him to contest shots, protect the rim, and bring consistent energy.
#oats #richardson #philon
Alabama Crimson Tide head coach Nate Oats reacts in the second half against the Michigan Wolverines during a Sweet Sixteen game of the Midwest Regional of the men's 2026 NCAA Tournament at United Center. Mandatory Credit: Kamil Krzaczynski, Imagn Images via Reuters Connect
Despite losing their top scorer, Labaron Philon Jr., Alabama head coach Nate Oats has reloaded his roster by retaining key pieces and targeting the transfer portal. After testing NBA waters, Amari Allen felt it was best to return to Alabama. This is massive for the Crimson Tide as they return one of the nation's better defenders. Allen was tasked with the toughest ****** ignments game after game. The expectations will be high for him. This is similar to Philon Jr., who, in his first year, was great and turned into a phenomenal scorer. Philon led the Crimson Tide in scoring last season.
Alongside Allen's return, Oats has also brought in a talented freshman class that could make an immediate impact for the Crimson Tide. The first of the group is five-star McDonald's All-American Jaxon Richardson. The six-foot-six wing is known to be one of the most athletic and bouncy freshmen in the class. Richardson does a great job of running the floor, creating easy transition points for himself. This is a perfect match for Oats, who likes to play fast on offense.
Richardson moves exceptionally without the ball, showing that he does not need the ball in his hands to make an immediate impact. Richardson can make a major impact on the glass, consistently creating second-chance opportunities by securing offensive rebounds and finishing putbacks. Defensively, his long wingspan and high motor allow him to contest shots, protect the rim, and bring consistent energy.
#oats #richardson #philon
8 hours ago
Texas football will open the season with its top offensive linemen ready to play, head coach Steve Sarkisian said Thursday.
That means left tackle Trevor Goosby and left guard Laurence Seymore III will both play Saturday against visiting Texas State despite missing time in training camp with injuries. Both returned to practice earlier this week, and Sarkisian said both are "good to go" for the 2:30 p.m. kickoff against the Bobcats.
The news on Goosby is especially welcomed since the 6-foot-7, 325-pound senior All-American returns as one of the best pass blockers in the nation and the primary bodyguard for quarterback Arch Manning. Goosby went down with a noncontact knee injury in an Aug. 17 practice, but a diagnosis of a bone bruise instead of a season-ending ligament tear may have been the best news of the summer for Sarkisian and his squad.
Texas offensive lineman Trevor Goosby speaks during SEC football media days at Tampa Marriott Water Street on July 23, 2026 in Tampa, Florida. (Parker S. Freedman/Getty Images)
"I thought he had a really good practice on Monday," Sarkisian said. "We increased his workload on Tuesday. He had a really good practice Tuesday. He came back good. We increased his workload Wednesday. He looked good again. We increased his workload even more today. Looked good again. So, he's kind of been building throughout the week. I thought he's been playing with really good pad level, good physicality. I think that he needs to play football; linemen are really the most important ones in that they need that physicality."
#good
That means left tackle Trevor Goosby and left guard Laurence Seymore III will both play Saturday against visiting Texas State despite missing time in training camp with injuries. Both returned to practice earlier this week, and Sarkisian said both are "good to go" for the 2:30 p.m. kickoff against the Bobcats.
The news on Goosby is especially welcomed since the 6-foot-7, 325-pound senior All-American returns as one of the best pass blockers in the nation and the primary bodyguard for quarterback Arch Manning. Goosby went down with a noncontact knee injury in an Aug. 17 practice, but a diagnosis of a bone bruise instead of a season-ending ligament tear may have been the best news of the summer for Sarkisian and his squad.
Texas offensive lineman Trevor Goosby speaks during SEC football media days at Tampa Marriott Water Street on July 23, 2026 in Tampa, Florida. (Parker S. Freedman/Getty Images)
"I thought he had a really good practice on Monday," Sarkisian said. "We increased his workload on Tuesday. He had a really good practice Tuesday. He came back good. We increased his workload Wednesday. He looked good again. We increased his workload even more today. Looked good again. So, he's kind of been building throughout the week. I thought he's been playing with really good pad level, good physicality. I think that he needs to play football; linemen are really the most important ones in that they need that physicality."
#good
8 hours ago
The Southeastern Conference has filed a lawsuit against LSU, its board of supervisors and head football coach Lane Kiffin.
The lawsuit comes as college football programs and schools fight over eligibility rules when it comes to former professional players.
This is a developing story. We're going through the lawsuit and will have updates on Channel 2 Action News at 5:00 p.m.
[DOWNLOAD: Free WSB-TV News app for alerts as news breaks]
The complaint alleges LSU is recruiting players who had signed NFL contracts with the Cleveland Browns, New Orleans Saints, and Tampa Bay Buccaneers. The ****** ociated Press reports the players include Zxavian Harris, Dae'Quan Wright and Blake Cotton.
#southeastern
The lawsuit comes as college football programs and schools fight over eligibility rules when it comes to former professional players.
This is a developing story. We're going through the lawsuit and will have updates on Channel 2 Action News at 5:00 p.m.
[DOWNLOAD: Free WSB-TV News app for alerts as news breaks]
The complaint alleges LSU is recruiting players who had signed NFL contracts with the Cleveland Browns, New Orleans Saints, and Tampa Bay Buccaneers. The ****** ociated Press reports the players include Zxavian Harris, Dae'Quan Wright and Blake Cotton.
#southeastern
9 hours ago
It's here — following the non-contact injury sustained by Texas Longhorns senior left tackle Trevor Goosby on Aug. 17, the preseason All-American has achieved the best-case scenario in his recovery after head coach Steve Sarkisian declared Goosby "good to go" for Saturday's season opener in Austin against the Texas State Bobcats.
In returning from the bone bruise to his knee, Goosby practiced for the first time on Monday and continued to ramp up his participation throughout the week.
"It was about him getting back out to practice. I thought he had a really good practice on Monday. We increased his workload on Tuesday. He had a really good practice Tuesday, came back good. We increased his workload Wednesday, he looked good again. We increased his workload even more today, looked good again. So he's kind of been building throughout the week," Sarkisian said on Thursday.
From a mental and technical standpoint, the Texas head coach saw what he wanted to see from the 6'7, 325-pounder.
"I thought he's been playing with really good pad level, good physicality. I think that he needs to play football and linemen are really the most important ones that they need that physicality," Sarkisian said.
#sarkisian
In returning from the bone bruise to his knee, Goosby practiced for the first time on Monday and continued to ramp up his participation throughout the week.
"It was about him getting back out to practice. I thought he had a really good practice on Monday. We increased his workload on Tuesday. He had a really good practice Tuesday, came back good. We increased his workload Wednesday, he looked good again. We increased his workload even more today, looked good again. So he's kind of been building throughout the week," Sarkisian said on Thursday.
From a mental and technical standpoint, the Texas head coach saw what he wanted to see from the 6'7, 325-pounder.
"I thought he's been playing with really good pad level, good physicality. I think that he needs to play football and linemen are really the most important ones that they need that physicality," Sarkisian said.
#sarkisian
9 hours ago
The Baltimore Ravens received an encouraging injury update Thursday as wide receiver Zay Flowers returned to practice for the first time in two weeks.
Flowers had not practiced since Baltimore's joint workouts with the Minnesota Vikings on Aug. 20 because of an undisclosed injury. The Ravens have consistently described the issue as minor, but the team exercised caution with its top wide receiver through the end of the preseason and the first week of regular-season preparation.
Flowers did not practice Wednesday, although he was seen running the length of the field while working off to the side. His return one day later represents another positive step toward being available when Baltimore opens the regular season against the Indianapolis Colts on Sept. 13. The extent of Flowers' participation was not immediately known. Baltimore still has more than a week to increase his workload before issuing its first official injury report of the season.
Only one Ravens player not practicing Thursday: WR Devontez Walker.
And Zay Flowers is back. pic.twitter.com/8J42DpqPN8
Flowers is coming off the most productive season of his career. He recorded 86 catches for 1,211 yards and five touchdowns in 2025 before signing a four-year contract extension during training camp.
#injury #thursday #wide #receiver
Flowers had not practiced since Baltimore's joint workouts with the Minnesota Vikings on Aug. 20 because of an undisclosed injury. The Ravens have consistently described the issue as minor, but the team exercised caution with its top wide receiver through the end of the preseason and the first week of regular-season preparation.
Flowers did not practice Wednesday, although he was seen running the length of the field while working off to the side. His return one day later represents another positive step toward being available when Baltimore opens the regular season against the Indianapolis Colts on Sept. 13. The extent of Flowers' participation was not immediately known. Baltimore still has more than a week to increase his workload before issuing its first official injury report of the season.
Only one Ravens player not practicing Thursday: WR Devontez Walker.
And Zay Flowers is back. pic.twitter.com/8J42DpqPN8
Flowers is coming off the most productive season of his career. He recorded 86 catches for 1,211 yards and five touchdowns in 2025 before signing a four-year contract extension during training camp.
#injury #thursday #wide #receiver
9 hours ago
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted Robinhood Markets, Inc. (NASDAQ:HOOD). Robinhood Markets, Inc. (NASDAQ:HOOD) is a US-based financial services company that provides a trading platform for stocks, exchange-traded funds, American depository receipts, options, gold, and cryptocurrencies. On September 02, 2026, Robinhood Markets, Inc. closed at $106.99 per share. Robinhood Markets, Inc. returned 34.83% over the past month, and its shares have gained 18.84% over the past 52 weeks. Robinhood Markets, Inc. has a market capitalization of $96.19 billion.
WestEnd Capital Management stated the following regarding Robinhood Markets, Inc. (NASDAQ:HOOD) in its Q2 2026 investor letter:
Robinhood Markets, Inc. (NASDAQ:HOOD) has evolved well beyond the online brokerage platform many investors still ****** ociate with its early years. The company is building a broader financial services ecosystem that includes brokerage and retirement accounts, cash management, securities lending, advisory services, credit products, prediction markets, and international operations.
But its primary advantage is the strength of its customer relationship. Robinhood has built a large, highly engaged user base and can introduce new products through a single digital platform with relatively low incremental distribution costs. As customers consolidate more of their financial activity with the company, Robinhood can generate higher revenue per account and develop recurring revenue streams that extend beyond transaction-based trading..." (Click here to read the full text)
#westend
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted Robinhood Markets, Inc. (NASDAQ:HOOD). Robinhood Markets, Inc. (NASDAQ:HOOD) is a US-based financial services company that provides a trading platform for stocks, exchange-traded funds, American depository receipts, options, gold, and cryptocurrencies. On September 02, 2026, Robinhood Markets, Inc. closed at $106.99 per share. Robinhood Markets, Inc. returned 34.83% over the past month, and its shares have gained 18.84% over the past 52 weeks. Robinhood Markets, Inc. has a market capitalization of $96.19 billion.
WestEnd Capital Management stated the following regarding Robinhood Markets, Inc. (NASDAQ:HOOD) in its Q2 2026 investor letter:
Robinhood Markets, Inc. (NASDAQ:HOOD) has evolved well beyond the online brokerage platform many investors still ****** ociate with its early years. The company is building a broader financial services ecosystem that includes brokerage and retirement accounts, cash management, securities lending, advisory services, credit products, prediction markets, and international operations.
But its primary advantage is the strength of its customer relationship. Robinhood has built a large, highly engaged user base and can introduce new products through a single digital platform with relatively low incremental distribution costs. As customers consolidate more of their financial activity with the company, Robinhood can generate higher revenue per account and develop recurring revenue streams that extend beyond transaction-based trading..." (Click here to read the full text)
#westend
10 hours ago
There's few things more excruciating for a fantasy football manager than watching one of your players waste away on a bad offense. Whether it's poor play-calling, offensive line play or an incompetent quarterback, even the best receivers and running backs can struggle to break through because of their circumstances.
We've already identified the teams to avoid in fantasy for that reason, and now it's the flip side of that coin. Here are five teams worth targeting in 2026 fantasy football drafts, as they could produce enough offensive fireworks to have several players worth rostering.
The Chargers brought in OC Mike McDaniel to revitalize their offense after he did wonders with Tua Tagovailoa in Miami. Tackles Rashawn Slater and Joe Alt are now healthy as well, so it's full speed ahead for Justin Herbert, running back Omarion Hampton and receivers Ladd McConkey and Quentin Johnston. I'm targeting Johnston late in all my drafts, as he's the Chargers' undisputed deep threat with Herbert one of the NFL's best deep passers. Johnston is a steal at his current ADP.
Dallas has the NFL's most fearsome wide receiver duo in CeeDee Lamb and George Pickens, plus a surgically accurate quarterback in Dak Prescott. Javonte Williams is also coming off a career year as the team's lead running back, and his powerful style should continue to be a perfect complement to the high-flying pass game. All four players are worth targeting, but tight end Jake Ferguson is a fade at his current ADP as his game is touchdown-reliant and lacks the verticality of, say, Isaiah Likely or Juwan Johnson.
Ben Johnson has a case to be the NFL's brightest offensive mind, so it's wise to load up on Bears in drafts. D'Andre Swift is a perfect RB2 if you go WR heavy early. Rome Odunze and Luther Burden III have a big chance to outplay their ADP if Caleb Williams can take the leap many are expecting. And as for the tight end skyrocketing up draft boards, Colston Loveland has a chance for a Travis Kelce-type season if he can stay healthy and build off the momentum he had late last season.
#johnston
We've already identified the teams to avoid in fantasy for that reason, and now it's the flip side of that coin. Here are five teams worth targeting in 2026 fantasy football drafts, as they could produce enough offensive fireworks to have several players worth rostering.
The Chargers brought in OC Mike McDaniel to revitalize their offense after he did wonders with Tua Tagovailoa in Miami. Tackles Rashawn Slater and Joe Alt are now healthy as well, so it's full speed ahead for Justin Herbert, running back Omarion Hampton and receivers Ladd McConkey and Quentin Johnston. I'm targeting Johnston late in all my drafts, as he's the Chargers' undisputed deep threat with Herbert one of the NFL's best deep passers. Johnston is a steal at his current ADP.
Dallas has the NFL's most fearsome wide receiver duo in CeeDee Lamb and George Pickens, plus a surgically accurate quarterback in Dak Prescott. Javonte Williams is also coming off a career year as the team's lead running back, and his powerful style should continue to be a perfect complement to the high-flying pass game. All four players are worth targeting, but tight end Jake Ferguson is a fade at his current ADP as his game is touchdown-reliant and lacks the verticality of, say, Isaiah Likely or Juwan Johnson.
Ben Johnson has a case to be the NFL's brightest offensive mind, so it's wise to load up on Bears in drafts. D'Andre Swift is a perfect RB2 if you go WR heavy early. Rome Odunze and Luther Burden III have a big chance to outplay their ADP if Caleb Williams can take the leap many are expecting. And as for the tight end skyrocketing up draft boards, Colston Loveland has a chance for a Travis Kelce-type season if he can stay healthy and build off the momentum he had late last season.
#johnston
14 hours ago
On August 10, Chemours (NYSE:CC) launched two new refrigerants, Opteon ZE and Opteon 515B, built specifically for stationary chillers that cool data centers, commercial buildings, and other facilities that cannot afford downtime. The announcement lands as data center operators everywhere are scrambling to keep pace with the heat that AI workloads generate, and Chemours is betting its chemistry can be part of the answer.
Chemours designed these products around a specific problem: AI infrastructure is pushing heat loads and uptime requirements past what older cooling systems were built for. Joseph Martinko, President of Thermal & Specialized Solutions at Chemours, said the company is expanding the choices available to chiller manufacturers and operators as they build and maintain the systems powering data centers and other mission-critical environments. That framing matters because it puts Chemours squarely inside the AI infrastructure buildout rather than on its periphery, and the company describes this as part of a broader push into higher-value, high-growth cooling applications.
The two products are designed to work together rather than compete for the same customer. Opteon ZE, the R-1234ze(E) formulation, is an HFO-based refrigerant with a GWP of approximately 1 and zero ozone depletion potential, aimed at air- and water-cooled chillers, commercial air conditioning, heat pumps, and data center cooling specifically. It also offers high energy efficiency and works with commonly used POE lubricants, which matters for equipment makers who do not want to redesign their systems from scratch.
Opteon 515B is a blend of roughly 91.1% R-1234ze(E) and 8.9% R-227ea, with a GWP near 293, pitched at operators running conventional chillers who want an easier path away from higher-GWP refrigerants without a full system overhaul. Having both a near-zero-GWP option and a lower-friction transitional option lets Chemours sell into new builds and legacy fleets at the same time.
The launch is not without caveats. Opteon ZE carries an ASHRAE A2L classification, meaning it is mildly flammable, while Opteon 515B carries the non-flammable A1 rating. That difference alone could steer certain customers toward one product over the other depending on local codes and installation requirements.
#heat #cooling
Chemours designed these products around a specific problem: AI infrastructure is pushing heat loads and uptime requirements past what older cooling systems were built for. Joseph Martinko, President of Thermal & Specialized Solutions at Chemours, said the company is expanding the choices available to chiller manufacturers and operators as they build and maintain the systems powering data centers and other mission-critical environments. That framing matters because it puts Chemours squarely inside the AI infrastructure buildout rather than on its periphery, and the company describes this as part of a broader push into higher-value, high-growth cooling applications.
The two products are designed to work together rather than compete for the same customer. Opteon ZE, the R-1234ze(E) formulation, is an HFO-based refrigerant with a GWP of approximately 1 and zero ozone depletion potential, aimed at air- and water-cooled chillers, commercial air conditioning, heat pumps, and data center cooling specifically. It also offers high energy efficiency and works with commonly used POE lubricants, which matters for equipment makers who do not want to redesign their systems from scratch.
Opteon 515B is a blend of roughly 91.1% R-1234ze(E) and 8.9% R-227ea, with a GWP near 293, pitched at operators running conventional chillers who want an easier path away from higher-GWP refrigerants without a full system overhaul. Having both a near-zero-GWP option and a lower-friction transitional option lets Chemours sell into new builds and legacy fleets at the same time.
The launch is not without caveats. Opteon ZE carries an ASHRAE A2L classification, meaning it is mildly flammable, while Opteon 515B carries the non-flammable A1 rating. That difference alone could steer certain customers toward one product over the other depending on local codes and installation requirements.
#heat #cooling
14 hours ago
The San Francisco 49ers remain a top-10 team, but dropped a spot in ESPN's newest power rankings following the 2026 preseason. The 49ers went from No. 8 to No. 9 after being overtaken by the Baltimore Ravens.
The 49ers have once again been hit hard with injuries before the season even starts. Ricky Pearsall is already out for the year, George Kittle is still working his way back from an Achilles injury, and the receiver room has taken additional hits with ailments to veterans expected to anchor the offense like Mike Evans. That kind of attrition at the skill positions is a real concern heading into Week 1, even if some of the team's top players are looking healthier at this point in the summer.
Beyond the injury list, there's also lingering uncertainty up front. San Francisco's offensive line still has soft spots, especially at left guard, that could be exposed against the more physical fronts in the division. The defense, while solid, doesn't project as an elite unit after finishing with an NFL-worst 20 sacks a year ago. Mykell Williams is on the physically unable to perform list, and Nick Bosa remains a major question mark heading into the season.
This all adds up to a talented but banged-up roster that's now viewed as a tier below the top of a loaded NFC West. The Los Angeles Rams and Seattle Seahawks rank Nos. 1 and 2 on the ESPN power rankings, respectively, which makes the 49ers path to retaking the division a tall order.
San Francisco reached the divisional round last season despite similar injury issues, showing real resilience, but with the Rams and Seahawks both fortified this offseason, the margin for error just got smaller — and the Niners will need better injury luck than they've had in recent years to keep pace.
#francisco #rankings
The 49ers have once again been hit hard with injuries before the season even starts. Ricky Pearsall is already out for the year, George Kittle is still working his way back from an Achilles injury, and the receiver room has taken additional hits with ailments to veterans expected to anchor the offense like Mike Evans. That kind of attrition at the skill positions is a real concern heading into Week 1, even if some of the team's top players are looking healthier at this point in the summer.
Beyond the injury list, there's also lingering uncertainty up front. San Francisco's offensive line still has soft spots, especially at left guard, that could be exposed against the more physical fronts in the division. The defense, while solid, doesn't project as an elite unit after finishing with an NFL-worst 20 sacks a year ago. Mykell Williams is on the physically unable to perform list, and Nick Bosa remains a major question mark heading into the season.
This all adds up to a talented but banged-up roster that's now viewed as a tier below the top of a loaded NFC West. The Los Angeles Rams and Seattle Seahawks rank Nos. 1 and 2 on the ESPN power rankings, respectively, which makes the 49ers path to retaking the division a tall order.
San Francisco reached the divisional round last season despite similar injury issues, showing real resilience, but with the Rams and Seahawks both fortified this offseason, the margin for error just got smaller — and the Niners will need better injury luck than they've had in recent years to keep pace.
#francisco #rankings
14 hours ago
Nova Minerals Corp (ASX:NVA, NYSE-A:NVA) has shipped almost 500 tons (454 tons) of antimony processing and refining equipment to Alaska, marking a major step towards construction of its Port MacKenzie facility and targeted first production in 2027.
The shipment includes crushing, ore sorting, milling, flotation, and refining equipment packed into more than 40 containers, along with several oversized loads.
A barge carrying the equipment departed Seattle on August 26 and is expected to reach Port MacKenzie in early September, allowing construction of the processing facilities to begin.
The development forms part of Nova's strategy to establish a vertically integrated US antimony supply chain linking its Estelle Gold and Critical Minerals Project with downstream processing and refining infrastructure in Alaska.
Nova acquired a recently decommissioned modern processing facility in North America, together with additional equipment sourced elsewhere across the continent, before consolidating the plant in Seattle for shipment north.
#equipment #port #Seattle
The shipment includes crushing, ore sorting, milling, flotation, and refining equipment packed into more than 40 containers, along with several oversized loads.
A barge carrying the equipment departed Seattle on August 26 and is expected to reach Port MacKenzie in early September, allowing construction of the processing facilities to begin.
The development forms part of Nova's strategy to establish a vertically integrated US antimony supply chain linking its Estelle Gold and Critical Minerals Project with downstream processing and refining infrastructure in Alaska.
Nova acquired a recently decommissioned modern processing facility in North America, together with additional equipment sourced elsewhere across the continent, before consolidating the plant in Seattle for shipment north.
#equipment #port #Seattle
14 hours ago
Sept 1 (Reuters) - Dropbox said on Tuesday that around 5,000 accounts were compromised last month, with hackers viewing and downloading content stored on the cloud-storage platform.
Here are a few details:
• Some Dropbox users received an email from the company on Monday notifying them that their accounts have been accessed without authorization between August 4 and August 21, Dropbox confirmed after Bloomberg News reported the hack earlier in the day.
• Hackers accessed files in fewer than a third of the compromised accounts, the company said.
• Shares of Dropbox fell around 2.4% in extended trading on Tuesday.
#accounts #around #accessed #sept
Here are a few details:
• Some Dropbox users received an email from the company on Monday notifying them that their accounts have been accessed without authorization between August 4 and August 21, Dropbox confirmed after Bloomberg News reported the hack earlier in the day.
• Hackers accessed files in fewer than a third of the compromised accounts, the company said.
• Shares of Dropbox fell around 2.4% in extended trading on Tuesday.
#accounts #around #accessed #sept
15 hours ago
There are few companies in the artificial intelligence (AI) ****** e that can be considered to "do it all." Some focus on making hardware, like Nvidia (NASDAQ: NVDA) (although it has stepped into the large language model game as well); others develop large language models like OpenAI; some create AI applications; and others host AI workloads. However, there's one company that's doing nearly everything possible in AI, and it's doing quite well at it: Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL).
Alphabet's success across so many areas of the AI trend underscores why it's a top stock to buy 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 »
Regardless of where you go in AI, Alphabet has likely been there.
First and foremost, it has developed a set of leading large language models (LLMs) that serve as the base of several powerful AI products. These models have already been integrated into some of Alphabet's core products, such as the Google Search engine, advertising tools, and YouTube. Users can also access the powerful Gemini model as a stand-alone product, much like they could a competing product such as OpenAI's ChatGPT.
#signal #alphabet
Alphabet's success across so many areas of the AI trend underscores why it's a top stock to buy 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 »
Regardless of where you go in AI, Alphabet has likely been there.
First and foremost, it has developed a set of leading large language models (LLMs) that serve as the base of several powerful AI products. These models have already been integrated into some of Alphabet's core products, such as the Google Search engine, advertising tools, and YouTube. Users can also access the powerful Gemini model as a stand-alone product, much like they could a competing product such as OpenAI's ChatGPT.
#signal #alphabet
15 hours ago
The anonymous leaker behind CyberLeek has reportedly pocketed roughly $350,000, according to on-chain ***** yst Conor Grogan. The funds allegedly came entirely from liquidity fees rather than direct sales.
The withdrawal coincided with a sharp price decline for the CYBERLEEK meme coin.
Grogan stated on September 1 that the person behind CyberLeek withdrew the funds through various OTC providers, a route that converts digital ***** ets into conventional money without requiring large open-market token sales.
That structure differs meaningfully from a typical launch-and-dump scheme. Rather than offloading large CYBERLEEK holdings directly, the wallet tied to the project reportedly profited by collecting fees whenever other traders transacted in its liquidity pool.
Follow us on X to get the latest news as it happens.
#funds
The withdrawal coincided with a sharp price decline for the CYBERLEEK meme coin.
Grogan stated on September 1 that the person behind CyberLeek withdrew the funds through various OTC providers, a route that converts digital ***** ets into conventional money without requiring large open-market token sales.
That structure differs meaningfully from a typical launch-and-dump scheme. Rather than offloading large CYBERLEEK holdings directly, the wallet tied to the project reportedly profited by collecting fees whenever other traders transacted in its liquidity pool.
Follow us on X to get the latest news as it happens.
#funds