51 mins. ago
INDIANAPOLIS — Ball State's new starting quarterback, 5-10, 250-pound Keldric ****** er, has gained national attention for his size, but on Tuesday, online betting platform Polymarket posted what the football program says was a photoshopped image of ****** er, which majorly bloated his appearance.
The fake photo of ****** er on X resulted in backlash with people calling out Polymarket for the deception. Polymarket has since deleted the post. IndyStar reached out to the company, which describes itself as "the world's largest prediction market platform for real-time global events," but did not receive a response.
This is the company that ON3 got in bed with Fyi pic.twitter.com/Or3dAXzBJp
While ****** er and the Ball State football program declined to comment on the photo, Kevin Messenger, Ball State's ****** istant athletic director of communications, didn't mince words on social media.
"PolymarketBlitz your photoshop is a degrading, false, bullsh** representation of college football. Meet the real Keldric ****** er."
#luster #program
The fake photo of ****** er on X resulted in backlash with people calling out Polymarket for the deception. Polymarket has since deleted the post. IndyStar reached out to the company, which describes itself as "the world's largest prediction market platform for real-time global events," but did not receive a response.
This is the company that ON3 got in bed with Fyi pic.twitter.com/Or3dAXzBJp
While ****** er and the Ball State football program declined to comment on the photo, Kevin Messenger, Ball State's ****** istant athletic director of communications, didn't mince words on social media.
"PolymarketBlitz your photoshop is a degrading, false, bullsh** representation of college football. Meet the real Keldric ****** er."
#luster #program
14 hours ago
Fervo Energy (FRVO) stock is up 29% today after the company announced a 396-megawatt (MW) power purchase agreement (PPA) with Google (GOOG) (GOOGL) to enable the continued development of the Cape Station enhanced geothermal systems (EGS) GeoCluster, expected to come online in 2028.
"As demand for reliable electricity grows, customers like Google need energy resources that can be deployed at scale, operate around the clock, and deliver where power is needed," said Fervo CEO Tim Latimer in a press release. "This new PPA is part of our repeatable commercial model that enables us to meet customer needs and directly deliver clean, firm power to large electricity users."
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#energy
"As demand for reliable electricity grows, customers like Google need energy resources that can be deployed at scale, operate around the clock, and deliver where power is needed," said Fervo CEO Tim Latimer in a press release. "This new PPA is part of our repeatable commercial model that enables us to meet customer needs and directly deliver clean, firm power to large electricity users."
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#energy
20 hours ago
Nvidia (NVDA) reported blockbuster second-quarter fiscal 2027 results on Aug. 26, led by a solid surge in data-center revenue, which climbed by a whopping 117% year-over-year (YOY) to $89 billion. With the data-center business making up more than 90% of its top line, Nvidia has capitalized on the fact that more companies need large GPU clusters.
While the semiconductor industry leader faces "threats" that its near-monopoly on advanced artificial intelligence (AI) chips may be coming to an end, Nvidia remains the primary beneficiary of the AI boom. The company is also reportedly set to buy open-source AI platform Hugging Face for $12.9 billion, aligning with CEO Jensen Huang's strategy of building the AI world on the American stack.
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#fans #hour #data #year
While the semiconductor industry leader faces "threats" that its near-monopoly on advanced artificial intelligence (AI) chips may be coming to an end, Nvidia remains the primary beneficiary of the AI boom. The company is also reportedly set to buy open-source AI platform Hugging Face for $12.9 billion, aligning with CEO Jensen Huang's strategy of building the AI world on the American stack.
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#fans #hour #data #year
1 day ago
Nvidia has placed a large financial bet on the lasers that connect AI systems. On March 2, NVIDIA Corporation (NASDAQ:NVDA) invested $2 billion in Coherent Corp. (NYSE:COHR) common stock and entered a nonexclusive multiyear strategic arrangement covering optics development, purchase commitments, and access to manufacturing capacity. Coherent's August filing keeps attention on the capital required to meet that opportunity. The deal suggests bandwidth, not raw compute alone, may determine how quickly next-generation data centers scale.
Photo from Coherent website
NVIDIA Corporation (NASDAQ:NVDA) needs faster and more power-efficient connections as clusters grow to enormous numbers of accelerators. Strategic access to lasers and optical components can reduce supply risk and help Nvidia coordinate networking with its computing roadmap. The bull case is that Nvidia secures a critical input before demand peaks. The bear case is that purchase commitments could become less attractive if technologies shift or capacity expands faster than customers need.
Coherent Corp. (NYSE:COHR) gains capital, demand visibility, and validation from the AI industry's most influential platform company. Its lasers, transceivers, and materials can participate as data movement consumes a larger share of system power and cost. Yet scaling production requires capital expenditures and working capital well before all revenue is recognized. Customer concentration, manufacturing yields, pricing negotiations, and technology transitions can determine whether volume growth becomes attractive free cash flow.
The nonexclusive structure is important here. Nvidia can support capacity without surrendering alternative suppliers, while Coherent can sell beyond Nvidia. That makes the arrangement more resilient than an acquisition, but it also limits exclusivity as a competitive moat. The strongest thesis is not that one partner controls optics. It is that AI architectures need substantially more optical content, allowing both partners to benefit if execution holds.
#capital #nvda #NYSE
Photo from Coherent website
NVIDIA Corporation (NASDAQ:NVDA) needs faster and more power-efficient connections as clusters grow to enormous numbers of accelerators. Strategic access to lasers and optical components can reduce supply risk and help Nvidia coordinate networking with its computing roadmap. The bull case is that Nvidia secures a critical input before demand peaks. The bear case is that purchase commitments could become less attractive if technologies shift or capacity expands faster than customers need.
Coherent Corp. (NYSE:COHR) gains capital, demand visibility, and validation from the AI industry's most influential platform company. Its lasers, transceivers, and materials can participate as data movement consumes a larger share of system power and cost. Yet scaling production requires capital expenditures and working capital well before all revenue is recognized. Customer concentration, manufacturing yields, pricing negotiations, and technology transitions can determine whether volume growth becomes attractive free cash flow.
The nonexclusive structure is important here. Nvidia can support capacity without surrendering alternative suppliers, while Coherent can sell beyond Nvidia. That makes the arrangement more resilient than an acquisition, but it also limits exclusivity as a competitive moat. The strongest thesis is not that one partner controls optics. It is that AI architectures need substantially more optical content, allowing both partners to benefit if execution holds.
#capital #nvda #NYSE
1 day ago
Microsoft's next major AI constraint may be measured in turbines rather than processors. On June 22, Microsoft Corporation (NASDAQ:MSFT) entered a 20-year power purchase agreement with Energy Forge One LLC, a wholly owned subsidiary of Chevron Corporation (NYSE:CVX), for a planned West Texas data-center project. The Kilby development targets 2.67 gigawatts of generation, with initial power expected in 2028. Its scale suggests that securing dependable electricity is becoming as strategic to hyperscalers as securing accelerators.
Tupungato / Shutterstock.com
Microsoft Corporation (NASDAQ:MSFT) gets a dedicated path to capacity in a grid-constrained market. Natural gas can provide round-the-clock generation that complements intermittent renewables and supports the reliability AI clusters require. A two-decade contract can also give developers confidence to finance construction. The bull case is simple: Microsoft protects its cloud growth by solving power locally instead of waiting years for transmission expansion.
Chevron Corporation (NYSE:CVX) gains a new outlet for its gas and an opportunity to move downstream into integrated power. If Kilby works, Chevron can replicate a model that converts energy resources and project expertise into long-duration data-center cash flows. Yet the project has not reached a final investment decision. Construction, permitting, fuel costs, emissions rules, and customer requirements can all change the economics before power begins flowing.
Those uncertainties create bear cases for both companies. Microsoft is committing to an energy pathway as AI hardware and efficiency evolve rapidly, and a long contract can become less attractive if power markets change. Chevron and its partners must commit capital years before the **** et is operational while managing construction, fuel-cost and carbon-policy risks. Gas solves the reliability problem, but it may intensify political and regulatory scrutiny around AI's environmental footprint. The critical milestones are final investment approval, permitting, construction costs, and data showing that the first power date remains achievable. Until those arrive, the agreement secures intent rather than operating supply.
#power #data
Tupungato / Shutterstock.com
Microsoft Corporation (NASDAQ:MSFT) gets a dedicated path to capacity in a grid-constrained market. Natural gas can provide round-the-clock generation that complements intermittent renewables and supports the reliability AI clusters require. A two-decade contract can also give developers confidence to finance construction. The bull case is simple: Microsoft protects its cloud growth by solving power locally instead of waiting years for transmission expansion.
Chevron Corporation (NYSE:CVX) gains a new outlet for its gas and an opportunity to move downstream into integrated power. If Kilby works, Chevron can replicate a model that converts energy resources and project expertise into long-duration data-center cash flows. Yet the project has not reached a final investment decision. Construction, permitting, fuel costs, emissions rules, and customer requirements can all change the economics before power begins flowing.
Those uncertainties create bear cases for both companies. Microsoft is committing to an energy pathway as AI hardware and efficiency evolve rapidly, and a long contract can become less attractive if power markets change. Chevron and its partners must commit capital years before the **** et is operational while managing construction, fuel-cost and carbon-policy risks. Gas solves the reliability problem, but it may intensify political and regulatory scrutiny around AI's environmental footprint. The critical milestones are final investment approval, permitting, construction costs, and data showing that the first power date remains achievable. Until those arrive, the agreement secures intent rather than operating supply.
#power #data
2 days ago
Top-seeded Alexander Zverev scraped into the second round of the US Open on Tuesday, beating 89th-ranked Lorenzo Sonego 6-4, 3-6, 6-7 (7/9), 7-5, 6-4.
Zverev fought off a determined challenge from Sonego in a tense all-court battle spiced by unlikely retrievals, impossibly angled winners and some inexplicable errors, which wrapped up on Arthur Ashe Stadium after four hours and 53 minutes at 1:55 in the morning.
"I'm just happy I won, that's it," Zverev said. "Incredible battle, a lot of up and downs -- nearly five hours for a first round, I think it's the longest first round match I ever played in my life.
"Credit to him, he played an incredible match," Zverev said, adding it was just the kind of battle he needed after lackluster performances in two hard court tournaments coming into the Open.
Zverev, who followed his first Grand Slam ***** le at Roland Garros with a Wimbledon final appearance, notched his seventh win in as many matches against Sonego.
#zverev #incredible
Zverev fought off a determined challenge from Sonego in a tense all-court battle spiced by unlikely retrievals, impossibly angled winners and some inexplicable errors, which wrapped up on Arthur Ashe Stadium after four hours and 53 minutes at 1:55 in the morning.
"I'm just happy I won, that's it," Zverev said. "Incredible battle, a lot of up and downs -- nearly five hours for a first round, I think it's the longest first round match I ever played in my life.
"Credit to him, he played an incredible match," Zverev said, adding it was just the kind of battle he needed after lackluster performances in two hard court tournaments coming into the Open.
Zverev, who followed his first Grand Slam ***** le at Roland Garros with a Wimbledon final appearance, notched his seventh win in as many matches against Sonego.
#zverev #incredible
2 days ago
Week 1 of the NFL season is on the horizon and we're about to enter the REAL start of the college football season this weekend. But it's not too early to peek at the talent expected to hear their names called in the 2027 NFL Draft.
Here is my first big board, ranking players Nos. 1-31 and a list of 10 to watch who could break into the mix later this season. Why 31 instead of 30? You'll see why I gave both of those ranked players, each quarterbacks, some shine.
Manning is an excellent athlete with size. He plays with a proper timing on plays when working from the pocket, but he can also throw consistently on the move and has the toughness and core strength to get any throw off no matter his platform or how muddy the pocket is or how he is getting hit. He has a good arm that he unlocks because of his creativity, ability to anticipate and willingness to push the football down the field. Manning's quick throwing motion unlocks underneath throws and he already has advanced feel in the pocket. He constantly keeps his eyes downfield, which allows him to get the ball off and avoid sacks, turning negative plays to positive, or even explosive ones.
His progression as a player was overlooked last year after an early-season loss to Ohio State and Texas having to gut out several wins, but his play, along with his tools, indicated a future No. 1 draft pick despite what looked like lackluster performances. There's a lot of hype, but he looks like he's worth it.
A force of nature at receiver, Smith has been a standout player and absurdly productive at every level of his career. He is strong, explosive, and has an excellent build that allows him to bounce off tackles and constantly eat up yards after the catch. His power as a player makes him dangerous on in-breakers that allow him to build up speed and get downhill in a hurry, and his speed and burst out of breaks make him dangerous. Even without pristine route refinement, Smith is still dominant. It's hard to compare any athlete to Julio Jones, and welp, here we are with Smith. At worst you're looking at a Josh Gordon-like player.
#player #like
Here is my first big board, ranking players Nos. 1-31 and a list of 10 to watch who could break into the mix later this season. Why 31 instead of 30? You'll see why I gave both of those ranked players, each quarterbacks, some shine.
Manning is an excellent athlete with size. He plays with a proper timing on plays when working from the pocket, but he can also throw consistently on the move and has the toughness and core strength to get any throw off no matter his platform or how muddy the pocket is or how he is getting hit. He has a good arm that he unlocks because of his creativity, ability to anticipate and willingness to push the football down the field. Manning's quick throwing motion unlocks underneath throws and he already has advanced feel in the pocket. He constantly keeps his eyes downfield, which allows him to get the ball off and avoid sacks, turning negative plays to positive, or even explosive ones.
His progression as a player was overlooked last year after an early-season loss to Ohio State and Texas having to gut out several wins, but his play, along with his tools, indicated a future No. 1 draft pick despite what looked like lackluster performances. There's a lot of hype, but he looks like he's worth it.
A force of nature at receiver, Smith has been a standout player and absurdly productive at every level of his career. He is strong, explosive, and has an excellent build that allows him to bounce off tackles and constantly eat up yards after the catch. His power as a player makes him dangerous on in-breakers that allow him to build up speed and get downhill in a hurry, and his speed and burst out of breaks make him dangerous. Even without pristine route refinement, Smith is still dominant. It's hard to compare any athlete to Julio Jones, and welp, here we are with Smith. At worst you're looking at a Josh Gordon-like player.
#player #like
2 days ago
NEW YORK — It has largely been forgotten to history, but the last time Coco Gauff came in as the US Open favorite, her first-round match turned into an anxiety check. Down a set to Laura Siegemund, whose tricky strokes and gamesmanship got under Gauff's skin, it forced her to dig deep right away en route to her first major ***** le three years ago.
There was a moment in Gauff's 2026 debut Tuesday at Arthur Ashe Stadium when things could have taken a similar course. After cruising through the first set and quickly breaking to start the second against, Gauff's opponent Zeynep Sonmez started redlining.
In tennis parlance, redlining is essentially when an underdog decides they have nothing to lose, starts taking big risks and gets into a groove where every shot seems to go in. In a blink, Gauff went from cruising to a quick victory to down 2-3 and facing a break point. With Sonmez taking huge cuts at the ball and landing some heavy punches, it looked like things might get complicated.
But Gauff in 2026 is not as easily flustered under the weight of heavy expectations as she was at age 19. Instead, Gauff can now turn matches like this into just another day at the office, raising her game on cue to wrap up a 6-3, 6-4 win in 80 minutes.
Though Gauff's form was uneven in the first part of the tennis season, there's a reason why she looks like a good bet to win her second US Open this year. Since the start of Wimbledon, Gauff is 16-2 and won the Cincinnati ***** le in dominating fashion — similar to the run of form she found in 2023 when she rode the wave all the way to her first Slam.
#first #title #things
There was a moment in Gauff's 2026 debut Tuesday at Arthur Ashe Stadium when things could have taken a similar course. After cruising through the first set and quickly breaking to start the second against, Gauff's opponent Zeynep Sonmez started redlining.
In tennis parlance, redlining is essentially when an underdog decides they have nothing to lose, starts taking big risks and gets into a groove where every shot seems to go in. In a blink, Gauff went from cruising to a quick victory to down 2-3 and facing a break point. With Sonmez taking huge cuts at the ball and landing some heavy punches, it looked like things might get complicated.
But Gauff in 2026 is not as easily flustered under the weight of heavy expectations as she was at age 19. Instead, Gauff can now turn matches like this into just another day at the office, raising her game on cue to wrap up a 6-3, 6-4 win in 80 minutes.
Though Gauff's form was uneven in the first part of the tennis season, there's a reason why she looks like a good bet to win her second US Open this year. Since the start of Wimbledon, Gauff is 16-2 and won the Cincinnati ***** le in dominating fashion — similar to the run of form she found in 2023 when she rode the wave all the way to her first Slam.
#first #title #things
2 days ago
The euro has been trying to recover early on Monday, but in a very lackluster fashion. I think at this point, traders are out there trying to sort out what the Friday speech actually means for forex markets when Kevin Warsh basically eliminated the idea of Federal Reserve rate cuts that many traders had been trying to price in.
As usual, the market got way ahead of itself with that. We've been seeing this for a couple of years now where the market gets excited about potential rate cuts coming out of the United States for a couple of weeks, and then reality sets in. And I think that's part of what's going on here.
So, I'm watching the euro to sell it, not to buy it. Somewhere around the 1.1620 level, if we start to see signs of exhaustion, that would be about a 50% retracement of the move from Friday; I might look for getting short there.
The British pound, I think, is probably going to be somewhat range-bound, mainly because the British pound, of course, has a higher interest rate attached to it. So, it is a little insulated from US dollar strength, and I think most of the reaction was more about the US dollar than anything else.
I wouldn't read too much into British pound weakness, because at this point in time, even if I want to buy the US dollar, I am going to short other currencies, weaker currencies.
#british
As usual, the market got way ahead of itself with that. We've been seeing this for a couple of years now where the market gets excited about potential rate cuts coming out of the United States for a couple of weeks, and then reality sets in. And I think that's part of what's going on here.
So, I'm watching the euro to sell it, not to buy it. Somewhere around the 1.1620 level, if we start to see signs of exhaustion, that would be about a 50% retracement of the move from Friday; I might look for getting short there.
The British pound, I think, is probably going to be somewhat range-bound, mainly because the British pound, of course, has a higher interest rate attached to it. So, it is a little insulated from US dollar strength, and I think most of the reaction was more about the US dollar than anything else.
I wouldn't read too much into British pound weakness, because at this point in time, even if I want to buy the US dollar, I am going to short other currencies, weaker currencies.
#british
3 days ago
It's goosebump time.
Every week it has become tradition to have an Ole Miss hype video with a former player coming back to narrate. This week it was a "kid from Largo" – Dexter McCluster.
Good ole number 22 was one of the most electrifying runners of the ball the last 25 or so years in Oxford. He rushed for more than 1,900 yards and totaled more than 3,600 total scrimmage yards during his four seasons at Ole Miss. In 2009, he became the first player in SEC history to rush for more than 1,000 yards and have more than 500 receiving yards in the same season.
McCluster also holds the single game rushing record of 282 yards against Tennessee, which if you were in attendance, was one of the more fun days of the Houston Nutt era.
Take it away RUNDMC.
#player #dexter #oxford
Every week it has become tradition to have an Ole Miss hype video with a former player coming back to narrate. This week it was a "kid from Largo" – Dexter McCluster.
Good ole number 22 was one of the most electrifying runners of the ball the last 25 or so years in Oxford. He rushed for more than 1,900 yards and totaled more than 3,600 total scrimmage yards during his four seasons at Ole Miss. In 2009, he became the first player in SEC history to rush for more than 1,000 yards and have more than 500 receiving yards in the same season.
McCluster also holds the single game rushing record of 282 yards against Tennessee, which if you were in attendance, was one of the more fun days of the Houston Nutt era.
Take it away RUNDMC.
#player #dexter #oxford
3 days ago
Arsenal manager Mikel Arteta saw his team squeak out a 1-0 win over Aston Villa at Villa Park on Monday to keep an unblemished Premier League ******* le defense.
The Gunners took a second-half lead on Bukayo Saka's second goal of the Premier League season and rode that through stoppage time to all three points.
MORE — Aston Villa v ******* nal recap, highlights
Old boss Unai Emery flustered the Gunners for much of the game but the flip side was ******* nal showed very few openings to the Villans attack.
There was some bad news from the win, as Cristhian Mosquera had to exit with an apparently leg injury late in the contest.
#second
The Gunners took a second-half lead on Bukayo Saka's second goal of the Premier League season and rode that through stoppage time to all three points.
MORE — Aston Villa v ******* nal recap, highlights
Old boss Unai Emery flustered the Gunners for much of the game but the flip side was ******* nal showed very few openings to the Villans attack.
There was some bad news from the win, as Cristhian Mosquera had to exit with an apparently leg injury late in the contest.
#second
3 days ago
Over the weekend, images went viral on social media showing a mostly empty stadium for the USC Trojans' home opener against the San Jose State Spartans. The attendance was so poor that USC's athletic department even felt the need to issue a statement. Now, Fox Sports' Joel Klatt is explaining the issue with the attendance the best way he can.
On Monday's episode of The Joel Klatt Show, Klatt explained that the attendance at Los Angeles Memorial Coliseum on Saturday afternoon was so sparse for one simple reason: people in Los Angeles are "soft."
While there are likely a lot of factors that went into the low attendance for Saturday's game – the week 0 schedule, an inferior opponent, and a noon local kickoff – Klatt blames one thing for the lackluster crowd: the weather.
While there were sunny skies throughout Saturday's contest, Klatt claims it was simply too hot for the Southern California residents, who have grown accustomed to "perfect" weather throughout the year.
"We in the Los Angeles area, in Southern California, are soft," Klatt said simply. "I am as soft as they come. And I have now been here since 2013. And guess what – over 90 [degrees] is too hot, below 56 [degrees] is too cold."
#attendance #went #weather
On Monday's episode of The Joel Klatt Show, Klatt explained that the attendance at Los Angeles Memorial Coliseum on Saturday afternoon was so sparse for one simple reason: people in Los Angeles are "soft."
While there are likely a lot of factors that went into the low attendance for Saturday's game – the week 0 schedule, an inferior opponent, and a noon local kickoff – Klatt blames one thing for the lackluster crowd: the weather.
While there were sunny skies throughout Saturday's contest, Klatt claims it was simply too hot for the Southern California residents, who have grown accustomed to "perfect" weather throughout the year.
"We in the Los Angeles area, in Southern California, are soft," Klatt said simply. "I am as soft as they come. And I have now been here since 2013. And guess what – over 90 [degrees] is too hot, below 56 [degrees] is too cold."
#attendance #went #weather
4 days ago
OpenAI revoked Cursor's API access after **** eX's $60 billion acquisition, citing Musk's pattern of contract violations, though OpenAI served just 5% of traffic.
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
6 days ago
By David Lague and Yimou Lee
PENGHU, Taiwan, Aug 28 (Reuters) - In the pre-dawn darkness on an island in the Taiwan Strait, Taiwanese troops earlier this month pulled long, gleaming 105mm shells from their green plastic canisters. After all the ammunition had been checked and safely loaded through hatches on four tanks, troops waited silently for the order to fire.
(Read the story on Reuters.com: )
The soldiers are among the thousands of troops that form a garrison on the Penghu Islands and they are training for war with China. If Beijing decides to attack, they will be on Taiwan's frontline.
A popular tourist destination known for its pristine beaches and coral reefs, this strategically crucial cluster of 90 islands and islets, about 50 km off the southwest coast of the main island of Taiwan, would be hit in the first wave of an attempted Chinese invasion, according to senior Taiwanese security officials and military experts.
#taiwan #troops
PENGHU, Taiwan, Aug 28 (Reuters) - In the pre-dawn darkness on an island in the Taiwan Strait, Taiwanese troops earlier this month pulled long, gleaming 105mm shells from their green plastic canisters. After all the ammunition had been checked and safely loaded through hatches on four tanks, troops waited silently for the order to fire.
(Read the story on Reuters.com: )
The soldiers are among the thousands of troops that form a garrison on the Penghu Islands and they are training for war with China. If Beijing decides to attack, they will be on Taiwan's frontline.
A popular tourist destination known for its pristine beaches and coral reefs, this strategically crucial cluster of 90 islands and islets, about 50 km off the southwest coast of the main island of Taiwan, would be hit in the first wave of an attempted Chinese invasion, according to senior Taiwanese security officials and military experts.
#taiwan #troops
8 days ago
Broadcom's AI orders exceeded $30B this quarter while Micron secured ~$100B in contracted memory revenue through five-year take-or-pay deals.
Micron's HBM4 is ramping twice as fast as its predecessor, with DRAM prices jumping 60% sequentially and gross margins hitting a record 84.9%.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
Broadcom (NASDAQ:AVGO) and Micron Technology (NASDAQ:MU) delivered blockbuster quarters mapping onto the shift from AI training to inference and agentic workloads. Broadcom sells custom accelerators and networking silicon that stitch hyperscaler clusters together. Micron supplies the high-bandwidth memory those clusters need. Two different business models. One shared tailwind.
Broadcom's fiscal Q2 revenue hit $22.2 billion, up 48% year-on-year, with AI semiconductor revenue of $10.8 billion, up 143%. Hock Tan told investors "networking represented almost 40% of our Q2 AI revenue" and guided Q3 AI silicon to $16 billion, up over 200% year-on-year. Bookings were the headline: AI semiconductor orders exceeded $30 billion in the quarter, with programs now stretching to Google TPUs, Meta MTIA XPUs, OpenAI silicon, and Anthropic compute capacity.
#billion
Micron's HBM4 is ramping twice as fast as its predecessor, with DRAM prices jumping 60% sequentially and gross margins hitting a record 84.9%.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
Broadcom (NASDAQ:AVGO) and Micron Technology (NASDAQ:MU) delivered blockbuster quarters mapping onto the shift from AI training to inference and agentic workloads. Broadcom sells custom accelerators and networking silicon that stitch hyperscaler clusters together. Micron supplies the high-bandwidth memory those clusters need. Two different business models. One shared tailwind.
Broadcom's fiscal Q2 revenue hit $22.2 billion, up 48% year-on-year, with AI semiconductor revenue of $10.8 billion, up 143%. Hock Tan told investors "networking represented almost 40% of our Q2 AI revenue" and guided Q3 AI silicon to $16 billion, up over 200% year-on-year. Bookings were the headline: AI semiconductor orders exceeded $30 billion in the quarter, with programs now stretching to Google TPUs, Meta MTIA XPUs, OpenAI silicon, and Anthropic compute capacity.
#billion
8 days ago
Maryland-based Alexandria Real Estate Equities, Inc. (ARE) is an urban office real estate investment trust (REIT) with a particular focus on collaborative life science, agtech, and technology campuses. The company has a market cap of $9.4 billion and is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus ecosystems in AAA life science and advanced technology innovation cluster locations, including Greater Boston, San Diego, the San Francisco Bay Area, among other places.
ARE stock lagged behind the broader market over the past year, falling 33.2% compared to the S&P 500 Index's ($SPX) 18.3% surge. Moreover, in 2026, the stock has grown nearly 10.4%, underperforming the SPX's 11.8% rise.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.
#real #life #science #technology
ARE stock lagged behind the broader market over the past year, falling 33.2% compared to the S&P 500 Index's ($SPX) 18.3% surge. Moreover, in 2026, the stock has grown nearly 10.4%, underperforming the SPX's 11.8% rise.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.
#real #life #science #technology
8 days ago
OpenAI's head of data centers, Chris Malone, has left the company, adding to a string of senior executive departures at the artificial intelligence lab this year.
TechCrunch first reported his departure. Malone, who brought experience from data center roles at Meta and Google, came aboard in March 2025, and his exit arrives amid OpenAI's sweeping infrastructure expansion — one that envisions committing around $600 billion to compute through 2030, per CNBC.
OpenAI said in a statement that the company had "recently reorganized" its "infrastructure organization to support the scale and pace of our work," adding that it has "a strong, deeply experienced data center team in place, with clear leadership and the technical expertise to execute our plans." Under the new structure, Malone's reporting line shifted away from OpenAI President Greg Brockman and moved to OpenAI Vice President Sachin Katti, who ***** umed oversight of the group, according to TechCrunch. Responsibility for data center strategy is now distributed across a handful of leaders: Uday Ruddarraju heads the data center team, Brent Mayo manages the build and delivery program, and Spas Lazarov oversees data center engineering.
Malone's exit is one piece of a broader pattern of attrition at the top of the company. According to TechCrunch, Business Insider put the total count of senior departures in 2026 at 13, with a notable cluster occurring in recent weeks.
Earlier this month, Chief Revenue Officer Denise Dresser announced she was leaving after nine months on the job and will be replaced by Dali Rajic, who most recently served as president and chief operating officer of cybersecurity company Wiz. Her departure came just days after Brad Lightcap, who spent eight years at OpenAI, including a four-year run as chief operating officer, said he was leaving to start a new venture. Before those exits, product and business chief Fidji Simo stepped down last month to manage a chronic illness, and Chief Marketing Officer Kate Rouch left in April for health reasons.
#openai #officer #president
TechCrunch first reported his departure. Malone, who brought experience from data center roles at Meta and Google, came aboard in March 2025, and his exit arrives amid OpenAI's sweeping infrastructure expansion — one that envisions committing around $600 billion to compute through 2030, per CNBC.
OpenAI said in a statement that the company had "recently reorganized" its "infrastructure organization to support the scale and pace of our work," adding that it has "a strong, deeply experienced data center team in place, with clear leadership and the technical expertise to execute our plans." Under the new structure, Malone's reporting line shifted away from OpenAI President Greg Brockman and moved to OpenAI Vice President Sachin Katti, who ***** umed oversight of the group, according to TechCrunch. Responsibility for data center strategy is now distributed across a handful of leaders: Uday Ruddarraju heads the data center team, Brent Mayo manages the build and delivery program, and Spas Lazarov oversees data center engineering.
Malone's exit is one piece of a broader pattern of attrition at the top of the company. According to TechCrunch, Business Insider put the total count of senior departures in 2026 at 13, with a notable cluster occurring in recent weeks.
Earlier this month, Chief Revenue Officer Denise Dresser announced she was leaving after nine months on the job and will be replaced by Dali Rajic, who most recently served as president and chief operating officer of cybersecurity company Wiz. Her departure came just days after Brad Lightcap, who spent eight years at OpenAI, including a four-year run as chief operating officer, said he was leaving to start a new venture. Before those exits, product and business chief Fidji Simo stepped down last month to manage a chronic illness, and Chief Marketing Officer Kate Rouch left in April for health reasons.
#openai #officer #president
10 days ago
When someone asks me to name the best semiconductor stock to buy for now and the next few years, my answer is Nvidia (NASDAQ: NVDA). I look at plenty of other chip names, including Broadcom and Advanced Micro Devices, yet I keep coming back to Nvidia because it sits at the center of how artificial intelligence (AI) is built and used, not just at the edge of the hardware market.
The core of the story is Nvidia's data center business. In the most recent fiscal year (ended Jan. 25, 2026), Nvidia reported quarterly data center revenue of $62.3 billion, up 75% year over year, and full-year data center sales are expected to be in the neighborhood of $180 billion. These are massive numbers and show that data centers are the main engine for the company. When hyperscalers and enterprises decide how many AI clusters to build, they start with Nvidia's platform, then layer everything else around it.
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 »
The company's platform is not just about a single AI chip. The company's Blackwell architecture connects hundreds of billions of transistors, custom interconnects, and massive pools of memory into unified graphics processing units (GPUs), then scales those GPUs into rack-level systems like GB200 and GB300 that act like giant accelerators. On top of those systems sit DGX SuperPODs, Grace CPUs, and software like CUDA and TensorRT that developers already know and trust. When I picture the AI factories that companies are building, I see Nvidia in the center of the blueprints.
All the above is the technical side. The psychological side matters, too. Nvidia has become the default AI stock for many investors. It is the ticker people think of when they hear about new models, new data centers, or new AI enterprise rollouts. **** ysts often mention Nvidia first when discussing AI infrastructure, and the stock still carries a broad buy rating and targets pointing to meaningful upside from current levels. That attention can create volatility, yet it also means the company gets a steady stream of capital and scrutiny, which pushes management to keep delivering.
#NVIDIA #like #gpus #flashing
The core of the story is Nvidia's data center business. In the most recent fiscal year (ended Jan. 25, 2026), Nvidia reported quarterly data center revenue of $62.3 billion, up 75% year over year, and full-year data center sales are expected to be in the neighborhood of $180 billion. These are massive numbers and show that data centers are the main engine for the company. When hyperscalers and enterprises decide how many AI clusters to build, they start with Nvidia's platform, then layer everything else around it.
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 »
The company's platform is not just about a single AI chip. The company's Blackwell architecture connects hundreds of billions of transistors, custom interconnects, and massive pools of memory into unified graphics processing units (GPUs), then scales those GPUs into rack-level systems like GB200 and GB300 that act like giant accelerators. On top of those systems sit DGX SuperPODs, Grace CPUs, and software like CUDA and TensorRT that developers already know and trust. When I picture the AI factories that companies are building, I see Nvidia in the center of the blueprints.
All the above is the technical side. The psychological side matters, too. Nvidia has become the default AI stock for many investors. It is the ticker people think of when they hear about new models, new data centers, or new AI enterprise rollouts. **** ysts often mention Nvidia first when discussing AI infrastructure, and the stock still carries a broad buy rating and targets pointing to meaningful upside from current levels. That attention can create volatility, yet it also means the company gets a steady stream of capital and scrutiny, which pushes management to keep delivering.
#NVIDIA #like #gpus #flashing
11 days ago
The quarterback competition between Deshaun Watson and Shedeur Sanders was already an interesting one going into the preseason matchup against the Buffalo Bills. Watson's postgame comments certainly made things more interesting following his lackluster second-half performance, in which he completed just 5 of 12 passes for 36 yards and an interception.
Watson was asked about the boos from the Cleveland crowd, and he didn't hold back when sharing his thoughts. He said, "I think the whole world knows it has nothing to do with the performance. It's a little bit more personal than that. So, I think it's a disrespectful thing." He also pointed out that he feels like he gets more support from opposing crowds on the road than he gets from the home crowd in Cleveland. He even referenced the fans who cheered when he tore his Achilles back in 2024.
While it is clear that Watson does not appreciate the response he is receiving from fans, there are larger issues that he may not be able to handle: the pressure that comes with being the quarterback of this team.
His response to the fans this week will likely only increase that response in the final preseason game. If he earns the starting job for Week 1, the boos from Cleveland fans are likely to continue. Would it be irresponsible of the coaching staff to subject the rest of the roster to an extremely hostile environment?
The Browns' offense is filled with young, exciting talent who deserve a chance to develop on this team without the pressure and criticism that comes along with having Watson as the starting quarterback.
#watson #cleveland #preseason #performance
Watson was asked about the boos from the Cleveland crowd, and he didn't hold back when sharing his thoughts. He said, "I think the whole world knows it has nothing to do with the performance. It's a little bit more personal than that. So, I think it's a disrespectful thing." He also pointed out that he feels like he gets more support from opposing crowds on the road than he gets from the home crowd in Cleveland. He even referenced the fans who cheered when he tore his Achilles back in 2024.
While it is clear that Watson does not appreciate the response he is receiving from fans, there are larger issues that he may not be able to handle: the pressure that comes with being the quarterback of this team.
His response to the fans this week will likely only increase that response in the final preseason game. If he earns the starting job for Week 1, the boos from Cleveland fans are likely to continue. Would it be irresponsible of the coaching staff to subject the rest of the roster to an extremely hostile environment?
The Browns' offense is filled with young, exciting talent who deserve a chance to develop on this team without the pressure and criticism that comes along with having Watson as the starting quarterback.
#watson #cleveland #preseason #performance
12 days ago
Fans attending the latest Ultimate Fighting Championship event at Golden 1 Center inSacramento, California, were treated to an action-packed card.
The UFC Sacramento headliner featured a middleweight clash betweenAnthonyHernandez and GregoryRodrigues. The two delivered an entertaining fight, butRodrigues ultimately had his hand raised. In the co-main event,VitorPetrino defeated SergheiSpivac in a heavyweight bout. Although the co-feature did notlive up to expectations, the event produced 10 finishes in 13fights.
Let's examine what could be next for the main-card winners.
Thanks to sharper striking and punishing leg kicks, Rodrigues(20-6, 11-3 UFC) outstruck fellow former Legacy Fighting Alliance ****** leholder Hernandez (15-4, 1 NC; 9-4UFC) in the UFC Sacramento main event. Hernandez rallied in Rounds3 and 4, but "Robocop" did enough to earn a unanimous decision.Rodrigues has won seven of his past eight Octagon appearances.
The next logical step for Rodrigues could be a clash with NassourdineImavov. Both fighters consistently pursue finishes, making thisan appealing matchup. Although Imavov has called for a ****** le shot,he might have to wait with KhamzatChimaev and Dricus DuPlessis also pursuing the championship currently held bySeanStrickland. A victory over Imavov could move Rodrigues close tohis own shot at the middleweight crown.
In the heavyweight co-main event, Petrino (15-2, 8-2 UFC) grappledhis way to a unanimous decision over former World Warriors FightingChampionship ****** leholder Spivac (18-7, 9-7 UFC) in a lacklusteraffair. It was not Petrino's best performance, but the victoryextended his winning streak to four.
The Brazilian continues to climb the rankings in a heavyweightdivision badly in need of new contenders. A matchup with notedfinisher BrandoPericic, who is building momentum of his own, could offer aninteresting test. The pairing would give both men an opportunity toestablish themselves as emerging threats in the division.
Former two-division OneChampionship ****** leholder Reinierde Ridder (22-4, 5-2 UFC) made a successful UFC lightheavyweight debut by defeating RomanDolidze (15-6, 9-6 UFC). De Ridder capitalized on Dolidze'sdecision to pull guard early, overwhelming his opponent on thecanvas by continually advancing position and landing punches.
The end came 4:01 into the first round, when Dolidze could no longer intelligently defend himself as de Ridder poured onstrikes from back control. Although "The Dutch Knight"rebounded from consecutive defeats, the victory came against afellow middleweight competing outside his usual weight class.
To secure a spot in the light heavyweight rankings, de Riddershould next face an established 205-pounder such as BogdanGuskov. Although Guskov lost his most recent ****** ignment, heremains a dangerous opponent who could provide a meaningfultest.
#although
The UFC Sacramento headliner featured a middleweight clash betweenAnthonyHernandez and GregoryRodrigues. The two delivered an entertaining fight, butRodrigues ultimately had his hand raised. In the co-main event,VitorPetrino defeated SergheiSpivac in a heavyweight bout. Although the co-feature did notlive up to expectations, the event produced 10 finishes in 13fights.
Let's examine what could be next for the main-card winners.
Thanks to sharper striking and punishing leg kicks, Rodrigues(20-6, 11-3 UFC) outstruck fellow former Legacy Fighting Alliance ****** leholder Hernandez (15-4, 1 NC; 9-4UFC) in the UFC Sacramento main event. Hernandez rallied in Rounds3 and 4, but "Robocop" did enough to earn a unanimous decision.Rodrigues has won seven of his past eight Octagon appearances.
The next logical step for Rodrigues could be a clash with NassourdineImavov. Both fighters consistently pursue finishes, making thisan appealing matchup. Although Imavov has called for a ****** le shot,he might have to wait with KhamzatChimaev and Dricus DuPlessis also pursuing the championship currently held bySeanStrickland. A victory over Imavov could move Rodrigues close tohis own shot at the middleweight crown.
In the heavyweight co-main event, Petrino (15-2, 8-2 UFC) grappledhis way to a unanimous decision over former World Warriors FightingChampionship ****** leholder Spivac (18-7, 9-7 UFC) in a lacklusteraffair. It was not Petrino's best performance, but the victoryextended his winning streak to four.
The Brazilian continues to climb the rankings in a heavyweightdivision badly in need of new contenders. A matchup with notedfinisher BrandoPericic, who is building momentum of his own, could offer aninteresting test. The pairing would give both men an opportunity toestablish themselves as emerging threats in the division.
Former two-division OneChampionship ****** leholder Reinierde Ridder (22-4, 5-2 UFC) made a successful UFC lightheavyweight debut by defeating RomanDolidze (15-6, 9-6 UFC). De Ridder capitalized on Dolidze'sdecision to pull guard early, overwhelming his opponent on thecanvas by continually advancing position and landing punches.
The end came 4:01 into the first round, when Dolidze could no longer intelligently defend himself as de Ridder poured onstrikes from back control. Although "The Dutch Knight"rebounded from consecutive defeats, the victory came against afellow middleweight competing outside his usual weight class.
To secure a spot in the light heavyweight rankings, de Riddershould next face an established 205-pounder such as BogdanGuskov. Although Guskov lost his most recent ****** ignment, heremains a dangerous opponent who could provide a meaningfultest.
#although
12 days ago
After a lackluster performance in a 29-14 loss to the Buffalo Bills last weekend, the Carolina Panthers bounced back against the reigning AFC South champs on Friday. Behind a sharp offensive offering and a stingy defensive showing, the Panthers took back a 34-17 win over the host Jacksonville Jaguars in their third preseason contest of the summer.
So, who shined down in the "Sunshine State" the most? And who didn't?
Here are the team's best and worst Pro Football Focus grades from the victory . . .
*Players listed recorded at least 10 offensive snaps or 10 defensive snaps.
1. RT Albert Reese IV: 91.5
#back #defensive #snaps #carolina
So, who shined down in the "Sunshine State" the most? And who didn't?
Here are the team's best and worst Pro Football Focus grades from the victory . . .
*Players listed recorded at least 10 offensive snaps or 10 defensive snaps.
1. RT Albert Reese IV: 91.5
#back #defensive #snaps #carolina
13 days ago
It's showtime again in Chicago. Patrick Kane is back where it all began, signing a 2-year contract to likely finish his career as a Blackhawk.
Reactions were mixed, but most Blackhawks fans were thrilled to see him back where he belongs. The $8 million cap hit raised concerns, and many hockey fans were surprised by the high number. Regardless, the team has the cash, and they used it on a player whose value transcends the ice.
The truth is, Kane might be more of a business decision than a hockey decision. With Connor Bedard out to start the season, Kane will get fans at the United Center through the opening chapter of the year. Even after a lackluster offseason headlined by their star's injury, this signing alone has Blackhawks buzz at a recent high. Fans are excited, and the team should keep filling the United Center.
Of course, that doesn't mean Kane won't improve the team's overall quality. Had Kane played for the Blackhawks last year, he would have been third in total points and fourth in goals. Even playing just 67 games, Kane would have been an important offensive contributor. He provides stability in the top-six, an exits-and-entries game that the Blackhawks are desperate for, and he can help lead the power play to success that they struggled to find last season.
Additionally, and most obviously, is his leadership. Who better to lead a young group of Blackhawks than the man himself? Originally, Kyle Davidson wanted to move on from Kane so that the next generation could take over. Now that players like Bedard, Frank Nazar, and Alex Vlasic are starting to establish themselves as leaders, there should be little concern about whether Kane will stunt their growth. If anything, it's the opposite. Three Stanley Cups just entered the locker room, and he's going to teach them how to win a few more.
#blackhawks #fans #united #back
Reactions were mixed, but most Blackhawks fans were thrilled to see him back where he belongs. The $8 million cap hit raised concerns, and many hockey fans were surprised by the high number. Regardless, the team has the cash, and they used it on a player whose value transcends the ice.
The truth is, Kane might be more of a business decision than a hockey decision. With Connor Bedard out to start the season, Kane will get fans at the United Center through the opening chapter of the year. Even after a lackluster offseason headlined by their star's injury, this signing alone has Blackhawks buzz at a recent high. Fans are excited, and the team should keep filling the United Center.
Of course, that doesn't mean Kane won't improve the team's overall quality. Had Kane played for the Blackhawks last year, he would have been third in total points and fourth in goals. Even playing just 67 games, Kane would have been an important offensive contributor. He provides stability in the top-six, an exits-and-entries game that the Blackhawks are desperate for, and he can help lead the power play to success that they struggled to find last season.
Additionally, and most obviously, is his leadership. Who better to lead a young group of Blackhawks than the man himself? Originally, Kyle Davidson wanted to move on from Kane so that the next generation could take over. Now that players like Bedard, Frank Nazar, and Alex Vlasic are starting to establish themselves as leaders, there should be little concern about whether Kane will stunt their growth. If anything, it's the opposite. Three Stanley Cups just entered the locker room, and he's going to teach them how to win a few more.
#blackhawks #fans #united #back
13 days ago
Why Vikings have only a 30% chance to trade J.J. McCarthy after QB1 decision originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The Minnesota Vikings signed Kyler Murray this offseason, and after weeks of training camp, the Vikings made their decision to name him the starter.
J.J. McCarthy became the backup quarterback, and now the questions about a trade naturally come up. But there are multiple issues with a potential trade of McCarthy.
As Bleacher Report's Moe Moton highlighted, giving McCarthy a 30% chance of being traded, the Vikings' depth chart and the likely cluster of offers make this trade decision a lot easier for Minnesota.
"Given Murray's injury history, the Vikings need a capable backup," Moton writes. "So, the front office isn't likely to give McCarthy away for a late-round pick. Teams would likely need to give up a middle-round pick for Minnesota to consider a deal, which is too high a price for a project player in his early stages of development."
#likely
The Minnesota Vikings signed Kyler Murray this offseason, and after weeks of training camp, the Vikings made their decision to name him the starter.
J.J. McCarthy became the backup quarterback, and now the questions about a trade naturally come up. But there are multiple issues with a potential trade of McCarthy.
As Bleacher Report's Moe Moton highlighted, giving McCarthy a 30% chance of being traded, the Vikings' depth chart and the likely cluster of offers make this trade decision a lot easier for Minnesota.
"Given Murray's injury history, the Vikings need a capable backup," Moton writes. "So, the front office isn't likely to give McCarthy away for a late-round pick. Teams would likely need to give up a middle-round pick for Minnesota to consider a deal, which is too high a price for a project player in his early stages of development."
#likely
13 days ago
The Dodgers roster has been a carousel of All-Star (both current and former) talent playing nearly every day and the taxi squad members whose role is equally vital to the team's success.
One of those former taxi squad members, Santiago Espinal, has found a new home within the NL West. Espinal signed a minor league deal with the Arizona Diamondbacks on Thursday, as per an announcement from the Triple-A Reno Aces via X.
It's been a chaotic 2026 season for Espinal, who initially latched onto a minor league deal with the Dodgers and eventually made the opening day roster. He played in 36 games with the big league squad, slashing .268/.276/.375 with a home run and seven RBI across 60 plate appearances. He was released by the Dodgers on June 18 before signing a minor league deal with the Texas Rangers on July 2, only to once again be released 26 days later. Espinal slashed .262/.333/.310 with six RBI with the Triple-A Round Rock Express.
Right now the biggest talking point for the Dodgers outside of Shohei Ohtani's battle for MVP is the turbulent, lackluster first year of the Kyle Tucker experience. As the Dodgers prepare to open a three-game set against the Pittsburgh Pirates on Friday, all eyes will be pointed towards Tucker and whether he'll continue to underperform at home or possibly find his old, pre-Dodger self at the plate.
Mookie Betts and Miguel Rojas both sat down and spoke about Tucker's difficult season in the most recent episode of the On Base with Mookie Betts podcast, where Rojas touched on having his teammate's back despite the challenges.
#triple
One of those former taxi squad members, Santiago Espinal, has found a new home within the NL West. Espinal signed a minor league deal with the Arizona Diamondbacks on Thursday, as per an announcement from the Triple-A Reno Aces via X.
It's been a chaotic 2026 season for Espinal, who initially latched onto a minor league deal with the Dodgers and eventually made the opening day roster. He played in 36 games with the big league squad, slashing .268/.276/.375 with a home run and seven RBI across 60 plate appearances. He was released by the Dodgers on June 18 before signing a minor league deal with the Texas Rangers on July 2, only to once again be released 26 days later. Espinal slashed .262/.333/.310 with six RBI with the Triple-A Round Rock Express.
Right now the biggest talking point for the Dodgers outside of Shohei Ohtani's battle for MVP is the turbulent, lackluster first year of the Kyle Tucker experience. As the Dodgers prepare to open a three-game set against the Pittsburgh Pirates on Friday, all eyes will be pointed towards Tucker and whether he'll continue to underperform at home or possibly find his old, pre-Dodger self at the plate.
Mookie Betts and Miguel Rojas both sat down and spoke about Tucker's difficult season in the most recent episode of the On Base with Mookie Betts podcast, where Rojas touched on having his teammate's back despite the challenges.
#triple
14 days ago
It's not too far of a stretch to say that Microchip Technology (MCHP) may not be on most investors' radar. Although MCHP stock is up almost 23% on a year-to-date basis, its recent performance has been lackluster. For example, in the trailing month, the ticker is down nearly 3%. Further, the volatility has triggered the Barchart Technical Opinion indicator, which rates Microchip as a 24% Weak Sell.
Fundamentally, the pessimism appears justified. According to Google Finance's summary, MCHP stock has faded due to broader macroeconomic pressures and yield concerns. Worryingly, this downturn occurred despite solid earnings performances and a strong forward guidance.
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
Analysts Keep Hiking Intel's Revenue Forecasts and Price Targets - Is INTC Still a Buy?
Terrible Nike Stock Historically Offers a Near-Term Bounce When Things Are This Bad
#Stock #although #barchart
Fundamentally, the pessimism appears justified. According to Google Finance's summary, MCHP stock has faded due to broader macroeconomic pressures and yield concerns. Worryingly, this downturn occurred despite solid earnings performances and a strong forward guidance.
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
Analysts Keep Hiking Intel's Revenue Forecasts and Price Targets - Is INTC Still a Buy?
Terrible Nike Stock Historically Offers a Near-Term Bounce When Things Are This Bad
#Stock #although #barchart
14 days ago
It's not too far of a stretch to say that Microchip Technology (MCHP) may not be on most investors' radar. Although MCHP stock is up almost 23% on a year-to-date basis, its recent performance has been lackluster. For example, in the trailing month, the ticker is down nearly 3%. Further, the volatility has triggered the Barchart Technical Opinion indicator, which rates Microchip as a 24% Weak Sell.
Fundamentally, the pessimism appears justified. According to Google Finance's summary, MCHP stock has faded due to broader macroeconomic pressures and yield concerns. Worryingly, this downturn occurred despite solid earnings performances and a strong forward guidance.
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
Analysts Keep Hiking Intel's Revenue Forecasts and Price Targets - Is INTC Still a Buy?
Terrible Nike Stock Historically Offers a Near-Term Bounce When Things Are This Bad
#sell
Fundamentally, the pessimism appears justified. According to Google Finance's summary, MCHP stock has faded due to broader macroeconomic pressures and yield concerns. Worryingly, this downturn occurred despite solid earnings performances and a strong forward guidance.
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
Analysts Keep Hiking Intel's Revenue Forecasts and Price Targets - Is INTC Still a Buy?
Terrible Nike Stock Historically Offers a Near-Term Bounce When Things Are This Bad
#sell
15 days ago
In the AI infrastructure boom, Nvidia (NASDAQ: NVDA) sells the brains of the AI factory while Micron (NASDAQ: MU) supplies the memory that keeps those brains fed with data, and that difference shapes which stock will benefit more from the current phase of this historic spending wave. In my view, Nvidia is the clearer winner because a greater fraction of every dollar of hyperscaler capex is spent on its accelerators than goes toward memory chips of the type that Micron manufactures. Micron still looks like a powerful second-derivative play, since AI servers can't be built without the high-bandwidth memory it supplies.
The money flow this year is wildly high. The hyperscalers themselves say they plan to spend hundreds of billions of dollars in 2026 alone to expand AI data centers, GPU clusters, networking, and power infrastructure, a sharp jump from already elevated 2025 levels. One estimate puts combined capex for Amazon, Microsoft, Alphabet, and Meta Platforms at around $700 billion, with roughly two-thirds of that directed toward AI infrastructure rather than traditional cloud. Within that budget, the largest line item is the AI server stack itself, where accelerated servers built around high-end GPUs drive most of the component revenue growth. And of course, the hyperscalers are not the only tech players building data centers 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 »
Nvidia sits directly in the center of this buying spree. Its data center business now revolves around entire racks of AI computing power, not just single chips. Systems like the GB200 Grace Blackwell Superchip and GB200 NVL72 tie together dozens of CPUs and GPUs into logical accelerators that can train and serve trillion-parameter models more efficiently than the prior-generation Hopper platforms. Hyperscalers are lining up to deploy these systems in their AI clouds, with massive companies committing to offer GB200 NVL72 instances to customers who want to run large language models at scale. All this sounds dense, but the basic point is that Nvidia products are in steady demand.
Nvidia's roadmap also continues to push the limits of performance and memory. Architectures like Blackwell and its new Vera Rubin processors combine vast computing throughput with enormous pools of high bandwidth memory (HBM), turning racks into "AI factories." That keeps Nvidia at the absolute center of procurement decisions when cloud providers are calculating how many clusters they will need to handle their training and inferencing workloads in 2026 and beyond.
#memory #high #signal
The money flow this year is wildly high. The hyperscalers themselves say they plan to spend hundreds of billions of dollars in 2026 alone to expand AI data centers, GPU clusters, networking, and power infrastructure, a sharp jump from already elevated 2025 levels. One estimate puts combined capex for Amazon, Microsoft, Alphabet, and Meta Platforms at around $700 billion, with roughly two-thirds of that directed toward AI infrastructure rather than traditional cloud. Within that budget, the largest line item is the AI server stack itself, where accelerated servers built around high-end GPUs drive most of the component revenue growth. And of course, the hyperscalers are not the only tech players building data centers 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 »
Nvidia sits directly in the center of this buying spree. Its data center business now revolves around entire racks of AI computing power, not just single chips. Systems like the GB200 Grace Blackwell Superchip and GB200 NVL72 tie together dozens of CPUs and GPUs into logical accelerators that can train and serve trillion-parameter models more efficiently than the prior-generation Hopper platforms. Hyperscalers are lining up to deploy these systems in their AI clouds, with massive companies committing to offer GB200 NVL72 instances to customers who want to run large language models at scale. All this sounds dense, but the basic point is that Nvidia products are in steady demand.
Nvidia's roadmap also continues to push the limits of performance and memory. Architectures like Blackwell and its new Vera Rubin processors combine vast computing throughput with enormous pools of high bandwidth memory (HBM), turning racks into "AI factories." That keeps Nvidia at the absolute center of procurement decisions when cloud providers are calculating how many clusters they will need to handle their training and inferencing workloads in 2026 and beyond.
#memory #high #signal
15 days ago
Minda Corporation will invest close to Rs2.70bn ($28.2m) to build a new manufacturing facility in Pune, Maharashtra, to produce thin film transistor (TFT) displays for automotive use, executive director Aakash Minda told CNBC.
The project has secured approval under the Indian government's Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors.
According to the report, it is designed to cut the company's reliance on imported displays while strengthening its manufacturing presence within India.
At the outset, the plant will concentrate on automotive displays for instrument clusters, infotainment systems and ******* pits.
Minda already produces clusters and other display-related components and intends to supply the displays made at the new facility to its own operations alongside external customers.
#clusters
The project has secured approval under the Indian government's Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors.
According to the report, it is designed to cut the company's reliance on imported displays while strengthening its manufacturing presence within India.
At the outset, the plant will concentrate on automotive displays for instrument clusters, infotainment systems and ******* pits.
Minda already produces clusters and other display-related components and intends to supply the displays made at the new facility to its own operations alongside external customers.
#clusters
16 days ago
Micron Technology (NASDAQ: MU) has been on a tear recently, and its run in this artificial intelligence (AI) era is about more than just selling more memory. Micron's run is about solving one of the quiet bottlenecks in artificial intelligence (AI) infrastructure, which is power, and that is where I think the story bleeds directly into utility stocks in a way the market has not fully priced in yet.
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 »
Micron's latest numbers show just how central it has become to AI. In the third quarter of its fiscal 2026, total revenue hit $41.5 billion, up 346% year over year and marking the fifth straight quarterly record. DRAM revenue alone was $31.3 billion, up 343% and now 76% of total sales, while data center revenue topped $25 billion on an annualized run rate north of $100 billion. ****** ysts have pushed estimates higher, largely on the back of AI-driven demand for high-bandwidth memory (HBM) and high-performance dynamic random-access memory (DRAM).
Underneath those numbers is a very specific technology angle. Micron's HBM3E memory, which sits right next to Nvidia's H200 GPUs and AMD's next-generation accelerators, delivers more than 1.2 terabytes per second of bandwidth while using about 30% less power than competing offerings. This means that AI clusters can either cut their electricity bills or pack more GPUs into the same power envelope, which is exactly what hyperscalers care about now that power availability has become a defining constraint for scaling AI.
Micron just raised its planned U.S. investment to more than $250 billion through 2035, aiming to put about 40% of its DRAM output on American soil to supply AI data centers and to support more than 90,000 jobs. Its solid-state drive (SSD) business is also framed in power terms now.
#power #billion #memory #NVIDIA
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 »
Micron's latest numbers show just how central it has become to AI. In the third quarter of its fiscal 2026, total revenue hit $41.5 billion, up 346% year over year and marking the fifth straight quarterly record. DRAM revenue alone was $31.3 billion, up 343% and now 76% of total sales, while data center revenue topped $25 billion on an annualized run rate north of $100 billion. ****** ysts have pushed estimates higher, largely on the back of AI-driven demand for high-bandwidth memory (HBM) and high-performance dynamic random-access memory (DRAM).
Underneath those numbers is a very specific technology angle. Micron's HBM3E memory, which sits right next to Nvidia's H200 GPUs and AMD's next-generation accelerators, delivers more than 1.2 terabytes per second of bandwidth while using about 30% less power than competing offerings. This means that AI clusters can either cut their electricity bills or pack more GPUs into the same power envelope, which is exactly what hyperscalers care about now that power availability has become a defining constraint for scaling AI.
Micron just raised its planned U.S. investment to more than $250 billion through 2035, aiming to put about 40% of its DRAM output on American soil to supply AI data centers and to support more than 90,000 jobs. Its solid-state drive (SSD) business is also framed in power terms now.
#power #billion #memory #NVIDIA
16 days ago
HIVE Digital Technologies (NASDAQ:HIVE) has secured a $350 million AI cloud services agreement through its BUZZ HPC subsidiary, adding about $70 million in annualized revenue under a five-year contract with an investment-grade enterprise customer.
The deal increases BUZZ HPC's total annualized revenue to approximately $180 million and commits HIVE to deploying a new 2,016-GPU AI infrastructure cluster later in 2026, making execution and financing of that buildout key areas for investors to monitor.
The $350 million AI cloud services agreement provides BUZZ HPC with five years of contracted revenue visibility from an investment-grade enterprise customer.
HIVE (NASDAQ:HIVE) says the contract adds approximately $70 million of ARR, taking total BUZZ HPC annualized revenue to roughly $180 million.
Around $145 million of BUZZ HPC's total contracted ARR is expected to come online through Q4 2026, compared with approximately $35 million of active, realized ARR today.
#approximately #NASDAQ #cloud #Services
The deal increases BUZZ HPC's total annualized revenue to approximately $180 million and commits HIVE to deploying a new 2,016-GPU AI infrastructure cluster later in 2026, making execution and financing of that buildout key areas for investors to monitor.
The $350 million AI cloud services agreement provides BUZZ HPC with five years of contracted revenue visibility from an investment-grade enterprise customer.
HIVE (NASDAQ:HIVE) says the contract adds approximately $70 million of ARR, taking total BUZZ HPC annualized revenue to roughly $180 million.
Around $145 million of BUZZ HPC's total contracted ARR is expected to come online through Q4 2026, compared with approximately $35 million of active, realized ARR today.
#approximately #NASDAQ #cloud #Services
