Archival couture rarely looks this playful, and Sienna Miller's minidress proved it by turning heads in Los Angeles with glossy pink satin and a shape that refused to stay simple. The hemline carried plenty of drama, while the back held an even bigger surprise. Pale tones, soft ruffles and a vintage pedigree set the mood for the "Madden" premiere.
Sienna Miller, 44, wore Emanuel Ungaro to the Los Angeles event. According to Check The Tag, the piece comes from the label's Spring/Summer 1992 Couture collection.
The strapless dress skimmed her frame in blush-pink satin. A straight, structured neckline sat above a gathered waist, which gave the fabric a softly ruched finish. Below, a tiered ruffle trimmed the hem and also added movement with every step.
The back of the dress added a touch of fun. A large, bow-like swirl of satin sat at the hip, which turned the short silhouette into something more sculptural. On Miller, the minidress looked playful yet polished, with the volume at the back and the ruffle at the front echoing one another.
The "American Sniper" actress kept her accessories minimal. Pale pink sandals with slim ankle straps kept the palette tonal, while a statement ring added a hint of sparkle. Her blonde hair was pulled into a high, loose ponytail, with a few strands left out to frame her face. Soft, rosy makeup and a pink lip completed the look.

#pink #satin #angeles #soft

Joby Aviation (JOBY) launched electric air taxi flights across Tampa Bay on October 30 under a White House-backed pilot program, marking progress toward commercial passenger operations.
Joby generated $38.6 million in second-quarter revenue, including $36.2 million from Blade, while its own electric aircraft have yet to establish commercial passenger revenue.
Joby's quarterly free cash flow deficit widened from approximately $89 million in Q3 2023 to $202 million in Q2 2026, highlighting the financial demands of certification and manufacturing.
Joby held $2.26 billion in cash and short-term investments at June 30, but its $385 million to $415 million second-half cash-use guidance makes spending discipline a key focus ahead of earnings.
Joby Aviation (JOBY) launched electric air taxi flights across Florida on October 30, beginning with a flight from downtown St. Petersburg across Tampa Bay to Tampa International Airport.

#cash

Two years ago, it seemed like ******* ody wanted to touch Intel (NASDAQ: INTC). The company that basically invented the modern chip industry had turned into its own cautionary tale, posting an $18.8 billion net loss for 2024 while it fell behind Nvidia in artificial intelligence (AI) and behind Taiwan's foundries in manufacturing.
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 »
Then something strange happened. The U.S. government bought a stake in Intel. So did Nvidia. So did SoftBank. Companies and governments don't usually hand over billions to a business they think is finished, and that's the real reason I think the next 14 months matter more for this stock than almost any stretch in Intel's recent history.
Turnarounds aren't real until a real, working product ships, and Intel is finally shipping. In July, the company said its newest Arizona fab had entered high-volume manufacturing on a subset of its Core Ultra Series 3 chips, known as Panther Lake, the first processor built on Intel 18A, which Intel calls the most advanced semiconductor process ever developed and manufactured in the United States. Its second-quarter 2026 release adds that the next node behind it, 18A-P, had already entered risk production, meaning Intel isn't just trying to catch up on one generation, it's trying to stay on pace for the one after. On the data center side, that same release says Intel also launched Xeon 6+, its first server chip built on 18A.
Money talks, and in 2025 three very different yet massive buyers said the same thing with their wallets. The U.S. government invested $8.9 billion in Intel common stock, structured largely out of unpaid CHIPS Act and Secure Enclave funding, in exchange for roughly 275 million shares and warrants for up to 241 million more. Nvidia added $5 billion, and SoftBank put in another $2 billion, both also in Intel common stock. None of this money really guarantees Panther Lake sells well, or that Intel's foundry business ever turns a real profit. But I think it's an odd thing to do if you think a company is circling the drain, and you don't have any faith in it.

#signal #first

The Washington Commanders appear to be making a change with their latest addition. Last week, the Commanders hired former NFL head coach and longtime defensive ****** istant Steve Wilks to a role on the coaching staff. According to head coach Dan Quinn and general manager Adam Peters, Wilks would spend part of the week in Ashburn working on game planning with the coaching staff and would not be involved in on-field player instruction.
For the first time since his hire became official, defensive coordinator Daronte Jones spoke about what Wilks brings to the Commanders.
"That was something that we had talked about back in training camp, but just for the value of experience that he has, we felt like we could use his resources and his expertise in some categories and experience," Jones said on Thursday.
Jones was asked whether Wilks' presence would let him, as a first-time NFL defensive coordinator, focus on other areas.
"Yeah, still working through how. It definitely does free me up in certain ways and just still manufacturing, working through how exactly we wanna disperse that, the workspace. So, we're still working through those a little bit."

#wilks #week #head

Seattle Seahawks RB Jadarian Price (chest) was a limited participant in practice Thursday, Oct. 29.
SOURCE: Seahawks.com
Why it Matters: Price has a chance to return to action Monday night, but with Zach Charbonnet (knee) potentially making his debut and Emanuel Wilson and George Holani also in the mix, it is going to be hard to know which Seattle back to trust. Fantasy owners with more reliable options should probably shy away from the Seattle backfield until a pecking order becomes better established.
This article originally appeared on USA TODAY: Jadarian Price remains limited Thursday

#seahawks #thursday #zach

Ford has now announced the cars, the colors, the concert, the cable channel and the charity fund for its Veterans Day Classic at Daytona. What it hasn't announced, at least in the material it has published so far, is how long the race runs or how a winner gets picked. That gap is the story, and it's why the lineup tells you more than the poster does.
The event is set for Wednesday, Nov. 11, at Daytona International Speedway, three days after the Cup Series finale at Homestead (here's how that November calendar stacks up). Ford is running it in collaboration with NASCAR, Blue Star Families, IMSA and HSR, according to Ford's own announcement. Twelve Ford Racing drivers will split into six teams, one for each branch of the U.S. military, all in Mustang Dark Horse R race cars.
Think about what that means. In a normal NASCAR weekend, Ford's pitch to its fans is simple: beat Chevrolet and Toyota. Here there is **** ody to beat. Every driver, every car and every logo on the grid is Ford, so the manufacturer has to build the stakes from scratch. Its answer is the military branch as team identity, and Ford says the teams are racing for bragging rights.
That is a smart device and a fragile one. A one-make race can't borrow rivalry from the paddock. It has to earn it in two hours of television, which is why the details Ford hasn't filled in matter more than usual.
Ford's lineup pairs the drivers like this: Army gets Joey Hand and Brad Keselowski, the Marine Corps gets Ryan Blaney and Ben Hobson, the Navy gets Logan Sargeant and Ryan Preece, the Air Force gets Frankie Muniz and Austin Cindric, the **** e Force gets Noah Gragson and Layne Riggs, and the Coast Guard gets Joey Logano and Ty Majeski.

#every #joey #ryan

Photos by Yamaha and Rob Gray (Polarity Photo).
Yamaha has locked in its Moto2 line-up for 2027, signing Moto3 standout Álvaro Carpe to join the returning Alberto Ferrández on the BLU CRU Pramac Yamaha Moto2 Team. Both riders are 19 and represent Yamaha's ongoing push to funnel young talent up through the categories via its BLU CRU project.
Ferrandez is currently in his first full Moto2 season, partnering with Izan Guevara with the Pramac Yamaha team. Facing a new category and several circuits he'd never seen before, his rookie year presented a steep learning curve, with Ferrández currently sitting 21st overall. For his second season, Yamaha expects him to take a big step forward, with Team Director Gino Borsoi setting a clear benchmark for Ferrandez to "establish himself consistently inside the top ten from the beginning of the championship."
Carpe arrives from Moto3, where he spent the past two seasons with the Red Bull KTM Ajo team. Carpe finished fourth overall as a rookie in 2025, and finds himself in the same position this season. The team is tempering expectations for his first year in the intermediate category, with Borsoi hoping to see him "start translating his potential into encouraging results from the middle of the season onwards."
Carpe will be taking over the seat currently occupied by Izan Guevara, who currently sits second in the Moto2 standings, trailing Manuel González by just 5.5 points, with five rounds remaining. Guevara is set to move up to Pramac Yamaha's MotoGP team in 2027. Guevara sets an example for Carpe's and Ferrández's path, progressing each year from a 22nd place finish in 2023 to fighting for the **** le this season.

#moto2 #ferr #currently

Truro City should have got something from their FA Cup loss at National League side Sutton United, according to **** istant manager Stewart Yetton.
The Tinners were unable to make the first round proper for just the second time in their history as they went down 1-0 at Gander Green Lane.
Emmanuel Osadebe's goal after 32 minutes proved the difference between the sides in south London.
"I think we should have got something out of the game," Yetton told BBC Radio Cornwall.
"We had a couple of really good chances, one in the first half from a few yards out and then Luke Jephcott has a really good chance at the end and just goes right into the one place the keeper can save it.

#truro #national #sutton

Young, hungry, and increasingly central to Gian Piero Gasperini's project. Roma, after beating Genoa, continues to generate buzz, especially for their green line, which has become something much more concrete than a simple emergency decision.
And the symbol of this new path is Emanuele Lulli, who made a splash on Saturday night with his first Serie A goal and is now close to signing a new contract with the Giallorossi.
Corriere dello Sport claims that Roma are reportedly preparing to extend the young winger's contract until 2031, with negotiations already at an advanced stage.
The current agreement expires in 2027, and the parties are working to adjust his salary and extend his contract as long as possible, thus securing one of the talents who has most impressed Gasperini in these first months. Lulli's growth has been rapid.
Born in Palestrina on August 17, 2007, just a few months ago he was watching the first team from afar. During the summer preparations, however, he stood out especially in the physical and athletic tests, where he was among the best in the group.

#contract

Michael Carrick has shed some light on Manchester United's injury problems of late.
The manager addressed reporters following Manchester United's 1-1 draw at Elland Road against rivals Leeds United yesterday.
(Photo via ManUtd on Twitter/X)
Post-match, Carrick said that the reason Lisandro Martinez had to be withdrawn at the interval was that he had suffered a 'thigh problem' in the first 45 minutes.
Keen to not make it any worse, the centre-half was hooked before play got back underway, with Noussair Mazraoui taking his place.

#leeds #post

Amcor plc (NYSE:AMCR) isn't a flashy business. Most people probably don't know much about the company, even though they come across its products every day. The company makes the packaging used for food, drinks, healthcare products, beauty products, and plenty of other everyday items.
That gives the company an interesting quality from an investment perspective. Consumers may cut back on certain purchases when the economy gets tougher, but they still need to buy food, medicine, and other basic products. About 60% of Amcor's markets are tied to nutrition, while health, beauty, and wellness make up another 25%. Billionaires are gravitating towards another packaging company, and that has also returned nearly 20% in the past year. Find here.
The company's size is another advantage. Amcor operates across a large global manufacturing network and has relationships with major customers that have been built over many years. It also offers a wide range of packaging formats and materials. For a large multinational customer, being able to deal with one supplier across multiple markets can be a meaningful advantage. The Berry Global acquisition has made Amcor even larger, although it also brought more debt onto the balance sheet.
Amcor plc (NYSE:AMCR) pays $0.65 per share every quarter, giving investors an annual dividend of $2.60. At the October 7 closing price of $41.26, that works out to a yield of about 6.3%. That's a big yield for a company selling products that are tied to everyday consumption. However, a high yield doesn't automatically make a dividend attractive. What matters is whether the business can actually afford to keep paying it. Amcor's latest numbers offer some comfort. Its steady dividend growth is one reason the stock remains popular with income-focused investors.
The company generated $1.303 billion in free cash flow during fiscal 2026, while adjusted diluted EPS came in at $4.02, up 13% from the previous year. Amcor also increased its annual dividend to $2.60. On an adjusted earnings basis, the payout ratio is around 65%. That's not unusual for a mature company and doesn't immediately raise a red flag.

#NYSE

Queen Mathilde brought a bright burst of color to Laeken Castle on October 6, choosing an orange dress with a detail that made the look especially memorable.
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#emmanuel #york

The Boeing Company (NYSE:BA) was trading at around $193 on October 5, down 11.91% over twelve months. Boeing reported net income of $2.09 billion over the past twelve months. Its EBITDA over the same period was negative $2.9 billion.
Those two figures describe the same year and point in opposite directions. Only one of them tells you what the business did.
READ ALSO: GE Aerospace (GE) vs. RTX (RTX): Which Is the Better Stock to Buy?
Start with the figure that describes the aircraft business itself. Boeing's operating margin is 0.00%. On $93.99 billion of revenue, building and selling airplanes earned nothing.
That is not a rounding problem. Gross profit was $4.43 billion on that revenue, under five percent for a manufacturer, which means the cost of building the aircraft very nearly equals what customers pay for them.

#same

In late September 2026, AT&S Austria Technologie & Systemtechnik AG announced an expanded collaboration with Marvell Technology to increase advanced IC substrate capacity for next-generation AI and cloud infrastructure, while Marvell also affirmed a quarterly dividend of US$0.06 per share payable on October 29, 2026.
This deeper manufacturing partnership gives Marvell greater access to complex packaging technologies that are increasingly critical for high-performance AI chips and data center hardware.
Next, we'll examine how this expanded AT&S manufacturing capacity could influence Marvell's AI-focused growth story and longer-term investment narrative.
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To own Marvell, you need to believe its AI and data center franchises can justify today's rich valuation and eventually translate into stronger, more consistent earnings power. The expanded AT&S IC substrate deal directly supports Marvell's near term AI optics and custom silicon ramp, while also amplifying the existing risk that long term supplier prepayments and capacity commitments could weigh on margins and free cash flow if AI demand or customer ramps slow.

#term #substrate #Manufacturing #data

Tens of thousands of demonstrators took to the streets across France on Tuesday, as unions and teachers joined high school students who for days have been demanding better learning conditions in protests punctuated by violent confrontations.
Students have blocked the entrances to hundreds of high schools for 15- to 17-year-olds since late September, complaining of missing teachers, overloaded timetables, dilapidated classrooms and buildings that cannot cope with rising temperatures.
Unions, rights groups and the children have accused the authorities of using disproportionate force -- a police stun grenade tore the hand off one teenager on Monday and another youngster had his teeth knocked out last week after police fired a grenade launcher at his head.
"I'm afraid for my future," Selma, 15, told AFP without giving her surname, among the thousands marching in the country's second largest city of Marseille.
The unrest has erupted with just months to go before the 2027 election to choose a successor to centrist President Emmanuel Macron, with far-right veteran candidate Marine Le Pen riding high in the polls despite a graft conviction.

#students #teachers #tens

Prince Emmanuel of Belgium has a new birthday portrait, and its setting makes the photograph especially memorable.
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#united #gabriel

Ryan Seacrest got heads turning after posting a shirtless thirst trap to his Instagram on Saturday.
"This is what a day off looks like from start to finish," Seacrest wrote, posing with an ElliptiGO elliptical bike in the morning and evening.
Diplo, Gleb Savchenko, Jay Manuel, and some of Seacrest's other famous friends hyped the TV host up in the comments, with Diplo commenting, "Ryan relax!!!"
Summer isn't over — and Ryan Seacrest just made it even hotter.
The Wheel of Fortune host burned up his Instagram page on Saturday by sharing a sizzling shirtless picture that showed him posing with an ElliptiGO elliptical bike in an arid locale under the bright sun. In a video also shared in the carousel, Seacrest was still out in the desert with the bike, this time staring up at the moon.

#diplo

"It just occurred to me that you were the second man in her life. I'm not quite sure how to take that."
That's how French President Emmanuel Macron opened the Legion of Honor ceremony Friday night honoring Nicolas Ghesquière, whose long, acclaimed tenure as artistic director of women's collections at Louis Vuitton was headlined by dressing First Lady Brigitte Macron.
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Cartier Adds Jewelry to Annual Emerging Talent Award

#legion #Friday #ghesqui #louis

SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States.
Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel's long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix said no specific plan has been finalized.
For Micron Technology, Inc. (NASDAQ:MU), the talks matter because one of its strongest strategic advantages is being the major U.S.-based memory producer while AI has made DRAM and HBM increasingly scarce.
Intel has committed enormous capital to Ohio, with the broader project potentially reaching around $100 billion over time. Delays have pushed planned production into the next decade. A tenant or joint-venture partner could therefore help Intel share the financial burden of developing the Ohio site rather than relying entirely on its own foundry demand to justify the buildout.
That is the bull case. The bear case is that exploratory talks are a long way from revenue. Bringing advanced Korean memory production to the U.S. could face cost problems, technology-transfer restrictions and objections from Seoul. Intel still needs its core manufacturing roadmap to work.

#long

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session.
Reuters reported that the two companies have expanded their agreement to increase production capacity for silicon germanium (SiGe), a semiconductor technology used in high-speed optical connections for data centers. The multi-year agreement will expand capacity for GLOBALFOUNDRIES Inc.'s (NASDAQ:GFS) SiGe technology at its facility in Burlington, Vermont. SiGe allows semiconductor devices to operate at higher speeds while using less energy, making it increasingly important as data centers handle larger volumes of data.
Robb Johnson, Vice President, Foundry Technology at Marvell Technology, Inc. (NASDAQ:MRVL) said the expanded collaboration will help ensure that the company has the "SiGe technology and manufacturing capacity to support ⁠the significant growth" it expects ahead.
According to the report, the increased manufacturing capacity will help Marvell Technology, Inc. (NASDAQ:MRVL) meet growing demand for optical networking products, including pluggable optical transceivers, near-packaged optics, and co-packaged optics.
GlobalFoundries Is Seeing Strong SiGe Demand

#sige #globalfoundries #optical #data

On August 5, Cencora (NYSE:COR) reported results for its fiscal third quarter, which closed on June 30, and the headline numbers looked clean. Revenue rose 5.1% to $84.8 billion, adjusted earnings per share climbed 12.0% to $4.48, and management raised its full-year adjusted EPS outlook to $17.75 to $17.95. The company also repurchased $1 billion of its own stock during the quarter. But the profit story has moving parts, and a few of them pull in opposite directions.
Start with the gap between profit growth and sales growth. Adjusted operating income rose 17.0% while revenue grew only 5.1%. Much of the help came from gross profit, which jumped 23.2% on an adjusted basis as both segments contributed and the OneOncology acquisition in February lifted margins in the US business. In plain terms, adjusted gross margin widened 61 basis points to 4.16%, so the company keeps more gross profit from every dollar it sells.
The strength was not confined to one corner, either. US Healthcare Solutions grew operating income 15.9% on higher pharmaceutical sales and the OneOncology deal, while specialty volume to health systems and physician groups lifted its revenue. International Healthcare Solutions did better still, with operating income up 20.8% on strength in European distribution and global specialty logistics. Management also put cash to work, completing in one quarter the $1 billion of buybacks it had expected to finish by the close of calendar 2026. The board declared a $0.60 quarterly dividend as well, payable August 31, to holders of record on August 14.
Growth is costing more than it first appears. Adjusted operating expenses jumped 26.8%, faster than adjusted gross profit, because OneOncology brought expenses along with its profits. Even so, adjusted operating income amounts to just 1.46% of revenue, a thin cushion on a business this large. Financing adds weight too. Cencora funded part of the purchase with new senior notes plus variable-rate term loans, and net interest expense rose $58.9 million from a year earlier.
The sales mix carries its own drag. GLP-1 drugs for diabetes and weight loss are adding to revenue, but they earn lower gross margins, so each dollar of that growth is worth less to profit. Meanwhile, an oncology customer Cencora lost in 2025, and lower sales to a large mail order customer both held back US revenue, as did lower manufacturer prices on some brand pharmaceuticals. Cencora is also exploring strategic alternatives for a group of other businesses, and its April divestiture of US Consulting Services trimmed consulting sales.

#adjusted #revenue #august

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation "High NA" extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the newer machines use a smaller mask than ASML's widely deployed standard EUV tools.
ASML targets a pilot production line using the larger masks by 2031 and high-volume manufacturing readiness by 2033. Chief technology officer Marco Pieters said these changes could lift the productivity of these systems by roughly 40%.
The larger-mask project could create a new growth opportunity for ASML Holding N.V. (NASDAQ:ASML) while helping TSMC manufacture larger AI chips more efficiently. ASML plans to use its High NA EUV tools to handle chips as large as today's biggest data-center processors. The business expects the larger masks to increase system productivity by 40%. It could scale up demand for its next-generation equipment and help TSMC improve the economics of producing increasingly large and complex chips.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s planned use gives ASML a clear path toward commercializing the technology. TSMC plans to introduce High NA EUV into advanced-node high-volume production from 2030. ASML aims to show its larger-mask technology through a pilot line in 2031. TSMC's commitment could give ASML greater visibility into future equipment demand. Early use could help TSMC maintain its advanced-chip manufacturing advantage.
The collaboration could solidify both companies' positions as chipmakers develop larger and more powerful processors. ASML can extend its High NA roadmap beyond its current chip-size limitation. TSMC can prepare its manufacturing processes for the next generation of AI chips. The partnership gives ASML an opportunity to deepen its relationship with one of its largest customers and gives TSMC access to a technology that could support future advanced-chip production.

#asml #technology #plans #next

SPX Technologies, Inc. (NYSE:SPXC) announced on September 15 that it completed the acquisition of FIS Water, LLC for approximately $410 million in cash, including certain tax attributes. The acquired business is expected to generate approximately $105 million of revenue in 2026.
That is FIS Water's full-year revenue forecast; its contribution to consolidated 2026 results will reflect the ownership period. The stated cash consideration equals approximately 3.9 times expected annual revenue, making profitability and cash conversion central to the investment case.
FIS Water expands the products SPX Technologies, Inc. (NYSE:SPXC) can supply to cooling customers. Its filtration and flow-control products remove solids, maintain water quality, and regulate water movement in commercial and industrial cooling systems, including data centers.
The business has joined the HVAC segment, covering heating, ventilation and air conditioning, within its Cooling operations. Its products complement existing cooling-tower offerings, while its valves and actuators also fit the recently acquired Neptronic controls business.
The strategic attraction is customer overlap. Management identified shared customers, engineering specifications and sales channels, and plans to use its global distribution and equipment-manufacturer relationships to support growth.

#cooling #NYSE

It's been a disappointing couple of years for shareholders of biotechnology outfit CRISPR Therapeutics (NASDAQ: CRSP). This stock's barely up since the end of 2022, lagging the broad market's gains. It's not the performance that investors keeping tabs on this company were expecting, given its potential.
Don't be discouraged, though. While still speculative like most young biotech names, CRISPR Therapeutics remains a compelling prospect for investors who can stomach the risk and its inevitable volatility. Here's why.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
On the off-chance you're reading this and aren't already familiar with the company, CRISPR Therapeutics is a drug developer that specializes in gene editing.
It's probably an area you've heard a great deal about. No gene-editing drugs were actually on the market in the United States until CRISPR Therapeutics' Casgevy was approved by the FDA as a treatment for sickle cell disease in late 2023. Any and all gene therapies currently on the market followed this pioneer's foray. Being first is a well-deserved accolade for the company, too, which was co-founded by Dr. Emmanuelle Charpentier, who was one of the co-discoverers of the CRISPR/Cas9 gene-editing mechanism that makes Casgevy work.

#crispr #gene #company

GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company's backlog could hit the $200 billion mark "very early" in 2027, sooner than Wall Street had expected. The company expects the "strong and durable demand" to drive accelerated growth after its backlog had reached $167 billion at the end of the second quarter of 2026.
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 ⁠billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data ⁠center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.

#billion #year #data #center

On September 17, Ferrari N.V. (NYSE:RACE) announced a partnership with the technology company Rakuten Group, Inc., effective January 1, 2027. The announcement gives no scope and no price tag, so it works better as a signal than as a number. The real substance sits in the results Ferrari posted on July 30, when it raised its 2026 guidance because buyers are ordering more personalization than the company expected.
In the second quarter, revenue rose 8%, but operating profit rose 10%, which means each euro of sales is leaving more behind. Ferrari credits a richer mix of cars, with the F80 helping, along with more buyers paying up for personalization. Strip out currency swings, and the gap widens, with revenue up 11% and operating profit up 16%. Deliveries of the Purosangue and the 296 Speciale family grew even in the middle of a planned model changeover.
Cash and demand back that up. Industrial free cash flow jumped 39% to €276 million, and Ferrari also returned more than €800 million to shareholders through a dividend and buybacks. Racing helped too, as higher sponsorships and engine rentals to other Formula 1 teams lifted revenue. Meanwhile, the order book covers 2027 in full, and the new 12Cilindri Manuale is already fully allocated, which is about as strong a demand signal as a carmaker can send. Those trends are why revenue guidance moved up to about €7.60 billion from about €7.50 billion.
Part of the strength is timing. Operating profit got a boost from temporarily lower depreciation and amortization while Ferrari swaps out models, and the company says those charges will climb once the new cars enter production. Net profit also leaned on a 23.0% tax rate, which reflects an estimated benefit from the new Patent Box. Neither says much about how profitable the cars themselves are.
Costs are climbing too. Higher industrial and marketing expenses weighed on operating profit, EBITDA margin slipped to 39.0% from 39.7% a year earlier, and management expects heavier brand, racing and digital spending for the year. Currency is a drag as well, mostly from the dollar and the yen, which is why 11% growth at constant currency shrank to 8% as reported. Deliveries totaled 3,366 cars while the 296 GTS, Roma Spider and SF90 XX family wound down, and sponsorship, commercial and brand revenue grew just 2%. And the whole outlook leans on current visibility into the Middle East crisis, which Ferrari cannot control.

#Ferrari

For nearly as long as I've been writing for The Motley Fool, the U.S. Pentagon has wanted a laser gun. As far back as 2004, I wrote about a Northrop Grumman (NYSE: NOC) project to load a chemical oxygen iodine laser onto a Boeing (NYSE: BA) 747 and use it to shoot missiles out of the sky.
Nothing ever came of that particular project.
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 »
But something might come of this next one.
Earlier this month, defense company AeroVironment (NASDAQ: AVAV) -- best known as a manufacturer of military drones -- said that the U.S. Army is paying it $464.8 million to produce laser weapons under the Enduring-High Energy Laser (E-HEL) program.

#project #i 've #motley

Applied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally.
While launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.
Intel (NASDAQ:INTC) primarily generates its revenue by designing, developing, and manufacturing commercial central processing units, discrete graphics processors, and edge computing components, alongside operating its independent wafer fabrication and advanced packaging services.
It finalized a large-scale public common stock offering and confirmed pending organizational workforce reductions within its data center operations, while reporting a 12% operating margin for the quarter ended June 27, 2026.
Revenue establishes a fundamental baseline for investors seeking to measure the total incoming capital a business generates before any operating expenses, interest, or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.

#generates #primarily

With a market cap. of $13.4 billion, McCormick & Company, Incorporated (MKC) is a global leader in flavor, manufacturing and distributing herbs, spices, seasonings, condiments, and flavors across 150 countries and territories. Its portfolio includes well-known brands such as McCormick, French's, Frank's RedHot, OLD BAY, Cholula, and Gourmet Garden, serving retailers, food manufacturers, and foodservice businesses.
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and McCormick comfortably fits this category. Headquartered in Hunt Valley, Maryland, McCormick operates through its Consumer and Flavor Solutions segments, leveraging its global scale, expertise, and technology to support sustainable growth.
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#mccormick #gourmet

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies **** ociated with Elon Musk, including **** eX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications.
On September 15, Tigress Financial highlighted the strategic importance of the alliance to Intel's turnaround prospects. The research firm reiterated its Buy rating on Intel and raised its price target to $145 from $118, citing the company's long-term growth opportunity.
The Terafab partnership could provide Intel's foundry business with exposure to customers that have substantial AI and high-performance computing requirements. Securing external customers could help Intel increase manufacturing scale while improving the utilization and economics of its foundry operations.
The partnership could also support Intel Corporation (NASDAQ:INTC)'s efforts to improve its semiconductor manufacturing technology. Greater production volumes and engagement with demanding customers could provide opportunities to improve manufacturing economics, yields, and scalability as Intel works to strengthen its competitive position in advanced chip manufacturing.
Beyond manufacturing scale, Terafab could expand Intel's role in the broader AI semiconductor supply chain. The company has historically been heavily **** ociated with CPUs, but growing its foundry business could give it greater exposure to AI accelerators, custom silicon, and other specialized compute applications. A relationship with major AI-focused customers could also help provide greater visibility into future manufacturing demand.

#Intel