25 mins. ago
Everton are seriously exploring a move for Liam Delap as they ****** s attacking reinforcements ahead of the new Premier League season, with Sports Boom reporting that the Toffees are considering whether they can offer the Chelsea forward a route back to regular football.
The 23-year-old arrived at Stamford Bridge in June 2025 on a six-year contract for around £30 million after an impressive spell at Ipswich Town. A year on, his situation appears far less secure. Delap endured a difficult first campaign in West London, scoring only once in 28 Premier League appearances, and Chelsea's continued recruitment in forward areas has further clouded his outlook.
For Everton, the interest makes clear sense. David Moyes wants to add more threat through the middle, and the club have identified the centre-forward role as a priority. In that context, Delap's name has emerged prominently, particularly because his profile remains attractive despite a season that did not develop as Chelsea had hoped.
Photo IMAGO
The key line from the original report is that "Everton are weighing up a move to rescue Liam Delap from his Chelsea nightmare after the striker's difficult first season at Stamford Bridge". That language reflects both the player's frustration and Everton's belief that an opportunity may be opening up in the market.
#year
The 23-year-old arrived at Stamford Bridge in June 2025 on a six-year contract for around £30 million after an impressive spell at Ipswich Town. A year on, his situation appears far less secure. Delap endured a difficult first campaign in West London, scoring only once in 28 Premier League appearances, and Chelsea's continued recruitment in forward areas has further clouded his outlook.
For Everton, the interest makes clear sense. David Moyes wants to add more threat through the middle, and the club have identified the centre-forward role as a priority. In that context, Delap's name has emerged prominently, particularly because his profile remains attractive despite a season that did not develop as Chelsea had hoped.
Photo IMAGO
The key line from the original report is that "Everton are weighing up a move to rescue Liam Delap from his Chelsea nightmare after the striker's difficult first season at Stamford Bridge". That language reflects both the player's frustration and Everton's belief that an opportunity may be opening up in the market.
#year
29 mins. ago
Chelsea boss Xabi Alonso has answered on his side's transfer plans after winning their first match of pre-season.
The Blues kicked off their pre-season tour in Australia with a 6-4 victory over Sydney Warriors. However, much attention remains on the transfer market, where the club continues to be active.
Veteran Englishmen Danny Welbeck and Jordan Henderson have both been linked with moves to Stamford Bridge in the past 24 hours. Alonso answered on the speculation.
"I'm sure that from today until the last day of the transfer window there will be a lot of rumours," said the Spanish coach. "So to be commenting on all of them, it's going to be a hard task.
"But for sure we need proper balance in terms of qualities, in terms of positions, in terms of balance. We want to have a complete squad and we want to make a good team.
#transfer #alonso #season #want
The Blues kicked off their pre-season tour in Australia with a 6-4 victory over Sydney Warriors. However, much attention remains on the transfer market, where the club continues to be active.
Veteran Englishmen Danny Welbeck and Jordan Henderson have both been linked with moves to Stamford Bridge in the past 24 hours. Alonso answered on the speculation.
"I'm sure that from today until the last day of the transfer window there will be a lot of rumours," said the Spanish coach. "So to be commenting on all of them, it's going to be a hard task.
"But for sure we need proper balance in terms of qualities, in terms of positions, in terms of balance. We want to have a complete squad and we want to make a good team.
#transfer #alonso #season #want
1 hr. ago
The recent entry of Elon Musk's ******* eX (SPCX) into public markets has garnered investment interest on Capitol Hill, with half a dozen lawmakers taking stakes in the company, according to recently disclosed transactions.
The first apparent purchase came from Rep. Lisa McClain, a Republican and member of House Speaker Mike Johnson's leadership team. Her husband purchased between $100,000 and $250,000 in Musk's xAI in December 2025, before it was folded into ******* eX in February, giving the lawmaker and her family early exposure to the public debut on June 12.
SpaceX's initial public offering then saw five more lawmakers make purchases, according to the disclosures.
Rep. John James, a Michigan Republican, was first in as his wife bought between $15,000 and $50,000 worth of stock on the day of the IPO.
Three more GOP lawmakers — Rep. Daniel Meuser of Pennsylvania, William Timmons of South Carolina, and John McGuire of Virginia — obtained shares three days later.
#SpaceX #john #first #elon
The first apparent purchase came from Rep. Lisa McClain, a Republican and member of House Speaker Mike Johnson's leadership team. Her husband purchased between $100,000 and $250,000 in Musk's xAI in December 2025, before it was folded into ******* eX in February, giving the lawmaker and her family early exposure to the public debut on June 12.
SpaceX's initial public offering then saw five more lawmakers make purchases, according to the disclosures.
Rep. John James, a Michigan Republican, was first in as his wife bought between $15,000 and $50,000 worth of stock on the day of the IPO.
Three more GOP lawmakers — Rep. Daniel Meuser of Pennsylvania, William Timmons of South Carolina, and John McGuire of Virginia — obtained shares three days later.
#SpaceX #john #first #elon
1 hr. ago
SpaceX (SPCX) is poised to sink further after the stock hit a new all-time low Monday, days after a successful test of its Starship rocket. The surprising drop indicates that investor caution toward the newly public company persists, despite hitting an important launch milestone.
SpaceX shares are down nearly 4% in pre-market trade, this after dropping to $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the stock's $150 market debut last month, and are down an astounding 50% from its all-time high of $225.64.
Concern seems to be growing ahead of **** eX's big second quarter earnings report set for August 4th, with a big share unlock happening on August 6th. Per **** eX's lock-up period plan, as many as 20% of shares are eligible to be sold.
The rising angst among **** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since **** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in **** e, and made what **** eX called its softest ocean splashdown yet.
"I'm a little over the moon right now," **** eX spokesperson Dan Huot said on the company's livestream. "Lucky number 13."
#Monday #time #nearly
SpaceX shares are down nearly 4% in pre-market trade, this after dropping to $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the stock's $150 market debut last month, and are down an astounding 50% from its all-time high of $225.64.
Concern seems to be growing ahead of **** eX's big second quarter earnings report set for August 4th, with a big share unlock happening on August 6th. Per **** eX's lock-up period plan, as many as 20% of shares are eligible to be sold.
The rising angst among **** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since **** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in **** e, and made what **** eX called its softest ocean splashdown yet.
"I'm a little over the moon right now," **** eX spokesperson Dan Huot said on the company's livestream. "Lucky number 13."
#Monday #time #nearly
1 hr. ago
Liverpool's summer has reached the point where the shape of the squad starts to come into view, and the message from The Athletic is clear enough. The headline issue is at the top end of the pitch. Bradley Barcola is the one they want, the one they rate highest, and the one who would signal ambition at the beginning of Andoni Iraola's reign.
That matters, because this is not a normal reset. Liverpool are trying to recover direction after a turbulent campaign, move on from the post-Arne Slot fallout, and hand a new head coach the tools to build something that looks fast, aggressive and dangerous. There is no point dressing it up. They need quality, they need depth, and they need clarity.
According to the report, "Bradley Barcola remains Liverpool's top target as they look to recruit an elite replacement for Mohamed Salah." That line lands heavily because it frames the whole market for Liverpool. Replacing Salah is not a standard bit of squad maintenance. You do not replace years of goals, ******* ists, fear factor and reliability with a hopeful punt. You need a player with real pedigree, and Barcola clearly fits the bill in Liverpool's thinking.
There is a seriousness to this pursuit. The report states, "Signing the 23-year-old France international would represent a major statement of intent at the start of new head coach Andoni Iraola's reign, but agreeing a deal with Paris Saint-Germain won't be straightforward." That feels like the truth of it. Liverpool can identify the right player, they can make him a priority, but getting him away from Paris Saint-Germain is another matter entirely.
The wider market context in the same report explains why. PSG have set an eye-watering valuation and Liverpool are far from alone in coveting elite attacking talent this summer. Even so, if Liverpool are serious about refreshing the frontline properly, there is no use blinking at the hard part. You either pay for top-class potential and production or you settle for less and hope. Liverpool have done enough hoping over the years to know how risky that can be.
#barcola #bradley #saint
That matters, because this is not a normal reset. Liverpool are trying to recover direction after a turbulent campaign, move on from the post-Arne Slot fallout, and hand a new head coach the tools to build something that looks fast, aggressive and dangerous. There is no point dressing it up. They need quality, they need depth, and they need clarity.
According to the report, "Bradley Barcola remains Liverpool's top target as they look to recruit an elite replacement for Mohamed Salah." That line lands heavily because it frames the whole market for Liverpool. Replacing Salah is not a standard bit of squad maintenance. You do not replace years of goals, ******* ists, fear factor and reliability with a hopeful punt. You need a player with real pedigree, and Barcola clearly fits the bill in Liverpool's thinking.
There is a seriousness to this pursuit. The report states, "Signing the 23-year-old France international would represent a major statement of intent at the start of new head coach Andoni Iraola's reign, but agreeing a deal with Paris Saint-Germain won't be straightforward." That feels like the truth of it. Liverpool can identify the right player, they can make him a priority, but getting him away from Paris Saint-Germain is another matter entirely.
The wider market context in the same report explains why. PSG have set an eye-watering valuation and Liverpool are far from alone in coveting elite attacking talent this summer. Even so, if Liverpool are serious about refreshing the frontline properly, there is no use blinking at the hard part. You either pay for top-class potential and production or you settle for less and hope. Liverpool have done enough hoping over the years to know how risky that can be.
#barcola #bradley #saint
2 hours ago
Newcastle United have added Braga goalkeeper Lukas Hornicek to their list of summer targets as they continue the search for another senior option between the posts. According to Sky Sports, the Magpies are reassessing the market after missing out on James Trafford, with Hornicek now viewed as a genuine candidate.
The 24-year-old Czechia international appears to fit the profile Newcastle have been examining. He is young, has strong recent exposure in European competition and, crucially, has already shown the sort of consistency that tends to elevate a goalkeeper into a more competitive transfer bracket. A return of 24 clean sheets in 55 appearances last season underlines why interest is building, while seven shut-outs in 14 Europa League matches points to a player comfortable on a bigger stage.
Photo IMAGO
There is no suggestion yet that Newcastle have advanced to a formal bid, but enquiries have been made and the situation is clearly active. Hornicek's reported £30 million release clause gives this potential move a defined framework, even if competition from elsewhere in Europe could yet shape the pace of any negotiations. Benfica are also checking on his availability, while Hull City previously moved to trigger the clause before the player turned that opportunity down.
That context matters. It indicates Hornicek is in demand, and it also suggests he is being selective about the next step in his career. For Newcastle, that may be encouraging if they decide to move decisively.
#goalkeeper #lukas
The 24-year-old Czechia international appears to fit the profile Newcastle have been examining. He is young, has strong recent exposure in European competition and, crucially, has already shown the sort of consistency that tends to elevate a goalkeeper into a more competitive transfer bracket. A return of 24 clean sheets in 55 appearances last season underlines why interest is building, while seven shut-outs in 14 Europa League matches points to a player comfortable on a bigger stage.
Photo IMAGO
There is no suggestion yet that Newcastle have advanced to a formal bid, but enquiries have been made and the situation is clearly active. Hornicek's reported £30 million release clause gives this potential move a defined framework, even if competition from elsewhere in Europe could yet shape the pace of any negotiations. Benfica are also checking on his availability, while Hull City previously moved to trigger the clause before the player turned that opportunity down.
That context matters. It indicates Hornicek is in demand, and it also suggests he is being selective about the next step in his career. For Newcastle, that may be encouraging if they decide to move decisively.
#goalkeeper #lukas
2 hours ago
The club will hopefully announce Bodø/Glimt striker Kasper Høgh on a multi-million pound deal, after the Bhoys struck a record-breaking £11m transfer fee with the Norwegian side for his services.
News last night, as reported on Celtic Shorts, was that the big centre-forward has completed a successful medical in London ahead of the club confirming his signing on a four-year deal later today.
Martin O'Neill is in the marketplace for several more major targets, as the squad is in desperate need of refreshment following a close shave in Scottish football last year.
Hearts and Derek McInnes gave the 5IAR Champions a good run for their money, after Tony Bloom's initial involvement at the Tynecastle club, which could have easily been avoided, had proper investment in the playing squad been achieved last summer, as Brendan Rodgers continually pleaded for.
Now reports from Spain have confirmed that the World Cup star will return to pre-season training with the rest of his Real Oviedo teammates this midweek, as the Hoops' hierarchy has yet to strike an agreement with the Segunda Division side for the transfer to proceed. That is another frustrating update for Celtic supporters, but one that we are well used to, unfortunately.
#last #celtic #transfer
News last night, as reported on Celtic Shorts, was that the big centre-forward has completed a successful medical in London ahead of the club confirming his signing on a four-year deal later today.
Martin O'Neill is in the marketplace for several more major targets, as the squad is in desperate need of refreshment following a close shave in Scottish football last year.
Hearts and Derek McInnes gave the 5IAR Champions a good run for their money, after Tony Bloom's initial involvement at the Tynecastle club, which could have easily been avoided, had proper investment in the playing squad been achieved last summer, as Brendan Rodgers continually pleaded for.
Now reports from Spain have confirmed that the World Cup star will return to pre-season training with the rest of his Real Oviedo teammates this midweek, as the Hoops' hierarchy has yet to strike an agreement with the Segunda Division side for the transfer to proceed. That is another frustrating update for Celtic supporters, but one that we are well used to, unfortunately.
#last #celtic #transfer
3 hours ago
Big news in the sports world this week as LeBron James finally made his decision about where he is going to play next year, and as you know he decided on the Philadelphia 76ers. So, what does that mean for his sports card and collectibles market?
Shrug emoji.
His cards were already starting to go up-up-up over the last few weeks or so in anticipation of not only his latest decision but in response to the massive Michael Jordan and Kobe Bryant card market boom that has happened in the last few months. It seemed only right that the nostalgia and fomo would carry into the LeBron market.
And while many of his flagship Topps rookie cards are in the thousands of dollars, there are still some fun LeBron collectibles on the market that I think are worth grabbing and holding for the long run.
The Campioni di Futuro (mini) rookie card is maybe my all-time favorite. It's odd, it's adorable and it's under $100 for a raw. There's also numbered and different color variations, and while it may not bring you generational wealth, it certainly remains relatively rare for a LeBron rookie.
#market
Shrug emoji.
His cards were already starting to go up-up-up over the last few weeks or so in anticipation of not only his latest decision but in response to the massive Michael Jordan and Kobe Bryant card market boom that has happened in the last few months. It seemed only right that the nostalgia and fomo would carry into the LeBron market.
And while many of his flagship Topps rookie cards are in the thousands of dollars, there are still some fun LeBron collectibles on the market that I think are worth grabbing and holding for the long run.
The Campioni di Futuro (mini) rookie card is maybe my all-time favorite. It's odd, it's adorable and it's under $100 for a raw. There's also numbered and different color variations, and while it may not bring you generational wealth, it certainly remains relatively rare for a LeBron rookie.
#market
4 hours ago
From the outside, Liverpool's failure to seal a move for Marc Guehi last summer looks even more interesting now.
They have a buyback clause with Jarell Quansah, who left for Bayer Leverkusen for £35m last July, but there are no current plans for Quansah to return.
Sources stress that if Liverpool bring in Bradley Barcola, who Paris St-Germain value in excess of £100m, then there will be limitations to what more they can do in the market.
Deals for Jeremy Jacquet and Victor Munoz have cost a combined £94.5m.
Without any major outgoings from Andoni Iraola's squad, there is an understanding that this summer will not be like last summer, when a club record £450m was spent.
#quansah #bayer #sources
They have a buyback clause with Jarell Quansah, who left for Bayer Leverkusen for £35m last July, but there are no current plans for Quansah to return.
Sources stress that if Liverpool bring in Bradley Barcola, who Paris St-Germain value in excess of £100m, then there will be limitations to what more they can do in the market.
Deals for Jeremy Jacquet and Victor Munoz have cost a combined £94.5m.
Without any major outgoings from Andoni Iraola's squad, there is an understanding that this summer will not be like last summer, when a club record £450m was spent.
#quansah #bayer #sources
4 hours ago
Speaking to Total Sport's Ian Kennedy on BBC Radio Merseyside, The Athletic's Everton correspondent Paddy Boyland said "even in order to stand still" in their Premier League position, Everton have to do "an awful lot of work in the transfer market".
Idrissa Gana Gueye has already left the club and his Senegal team-mate, Iliman Ndiaye, is also linked with an exit, with Saudi Pro League side Al Hilal showing their interest.
On the forward's potential move, Boyland said: "The deal will have to work for Everton.
"There's still a position of relative strength when you look at the fact that his contract runs until 2029, three years left on that, they don't have to accept an offer just for the sake of it."
Everton signed 26-year-old Ndiaye for around £15m in 2024 and would be expected to make a large profit from a sale.
#everton #ndiaye
Idrissa Gana Gueye has already left the club and his Senegal team-mate, Iliman Ndiaye, is also linked with an exit, with Saudi Pro League side Al Hilal showing their interest.
On the forward's potential move, Boyland said: "The deal will have to work for Everton.
"There's still a position of relative strength when you look at the fact that his contract runs until 2029, three years left on that, they don't have to accept an offer just for the sake of it."
Everton signed 26-year-old Ndiaye for around £15m in 2024 and would be expected to make a large profit from a sale.
#everton #ndiaye
5 hours ago
One of Wall Street's largest publicly traded companies, Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), has entered a new era. With Warren Buffett officially retiring as CEO on Dec. 31, 2025, after more than half a century at the helm, it's his protégé, Greg Abel, now calling the shots.
Berkshire's more than five dozen owned companies more or less run themselves. The focus of Berkshire Hathaway's operating results tends to be on what, if any, moves have been made in the company's $352 billion investment portfolio. Although Abel has been an aggressive buyer of Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) stock of late, stock market dynamics strongly suggest he was a net seller of equities in the second quarter.
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 »
If accurate, this would mark the 15th consecutive quarter that Buffett and/or Abel have sold more stocks than they've purchased.
As of March 31, Warren Buffett and Greg Abel had collectively sold approximately $194.8 billion more in stocks than they've purchased since Oct. 1, 2022. While some investors had postulated that Buffett was raising cash to give Abel a treasure chest to work with when he took over, the more likely catalyst behind this selling is the stock market's otherworldly valuation.
#abel #signal #NYSE
Berkshire's more than five dozen owned companies more or less run themselves. The focus of Berkshire Hathaway's operating results tends to be on what, if any, moves have been made in the company's $352 billion investment portfolio. Although Abel has been an aggressive buyer of Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) stock of late, stock market dynamics strongly suggest he was a net seller of equities in the second quarter.
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 »
If accurate, this would mark the 15th consecutive quarter that Buffett and/or Abel have sold more stocks than they've purchased.
As of March 31, Warren Buffett and Greg Abel had collectively sold approximately $194.8 billion more in stocks than they've purchased since Oct. 1, 2022. While some investors had postulated that Buffett was raising cash to give Abel a treasure chest to work with when he took over, the more likely catalyst behind this selling is the stock market's otherworldly valuation.
#abel #signal #NYSE
5 hours ago
Global equities ended last week little changed in local currency and up 0.6% in sterling terms. This continued the choppy pattern of recent weeks with markets currently down 1.5-2% from their peak in early June. The US underperformed with a gain of 0.3% in sterling terms while the UK and emerging markets were both up around 1.3%.
Meanwhile, government bonds in the US and UK both lost 0.5% with yields re-testing their highs in early May. 10-year UK gilt yields tested 5.1% while US yields reached 4.7%, before retreating a bit.
The war with Iran was centre stage with renewed attacks by both sides and Trump once again upping his threats. The new ingredient this time was that concerns were not limited to the Strait of Hormuz but extended to the Bab El Mandeb Strait with the Houthis exchanging blows with Saudi Arabia and threatening to close the waterway.
The importance of this new chokepoint is two-fold. First, it threatens Saudi's ability to divert via its pipeline a good part of its oil production to the Red Sea rather than the Strait of Hormuz. Second, it poses a threat to container traffic more generally which use the Suez Canal to avoid a long and costly diversion around the African coast.
Oil duly moved back up to $100 per barrel mid-week from a low of close to $70pb all of three weeks ago. But it is back down to $88pb this morning as negotiations between the US and Iran started up once again over the weekend, easing fears of a major escalation. However, this morning, Iran said it is not seeking new peace talks, so the confusion continues.
Even so, the fact remains that Trump appears to have chickened out yet again – be it because the hike in oil prices has pushed US gasoline prices back above $4 per gallon, the rise in US Treasury yields has caused concerns or because, as has been reported, the US lacks the necessary munitions.
#strait #back #sterling
Meanwhile, government bonds in the US and UK both lost 0.5% with yields re-testing their highs in early May. 10-year UK gilt yields tested 5.1% while US yields reached 4.7%, before retreating a bit.
The war with Iran was centre stage with renewed attacks by both sides and Trump once again upping his threats. The new ingredient this time was that concerns were not limited to the Strait of Hormuz but extended to the Bab El Mandeb Strait with the Houthis exchanging blows with Saudi Arabia and threatening to close the waterway.
The importance of this new chokepoint is two-fold. First, it threatens Saudi's ability to divert via its pipeline a good part of its oil production to the Red Sea rather than the Strait of Hormuz. Second, it poses a threat to container traffic more generally which use the Suez Canal to avoid a long and costly diversion around the African coast.
Oil duly moved back up to $100 per barrel mid-week from a low of close to $70pb all of three weeks ago. But it is back down to $88pb this morning as negotiations between the US and Iran started up once again over the weekend, easing fears of a major escalation. However, this morning, Iran said it is not seeking new peace talks, so the confusion continues.
Even so, the fact remains that Trump appears to have chickened out yet again – be it because the hike in oil prices has pushed US gasoline prices back above $4 per gallon, the rise in US Treasury yields has caused concerns or because, as has been reported, the US lacks the necessary munitions.
#strait #back #sterling
5 hours ago
Varun Sharma, founder and CEO of NEUVIOR, reflects on the necessitates of the recently forged India-UK pharma trade deal.
The India UK Comprehensive Economic and Trade Agreement became operational on 15 July. That is good news for businesses in both countries. It is also the moment to stop treating tariff reduction as a synonym for market access, especially in pharmaceuticals, medical technology and digital health.
Medicines and devices do not move from factory to patient through one gate. They move through at least five. A product must qualify for the tariff preference under the rules of origin. It must have the right approval in the destination market. Its manufacturing and quality evidence must withstand inspection. It must meet the terms of any public procurement. Its people, systems and data must be able to operate lawfully across borders.
The agreement changes some of these gates. It does not collapse them.
The Indian schedule places 198 of 226 pharmaceutical tariff lines in immediate staging, four already at zero, with the rest phased over five or ten years. Medical technology receives a more mixed pattern of phased elimination and partial reduction. These preferences matter, but only for products that satisfy the product specific origin rule.
#trade #market #technology #move
The India UK Comprehensive Economic and Trade Agreement became operational on 15 July. That is good news for businesses in both countries. It is also the moment to stop treating tariff reduction as a synonym for market access, especially in pharmaceuticals, medical technology and digital health.
Medicines and devices do not move from factory to patient through one gate. They move through at least five. A product must qualify for the tariff preference under the rules of origin. It must have the right approval in the destination market. Its manufacturing and quality evidence must withstand inspection. It must meet the terms of any public procurement. Its people, systems and data must be able to operate lawfully across borders.
The agreement changes some of these gates. It does not collapse them.
The Indian schedule places 198 of 226 pharmaceutical tariff lines in immediate staging, four already at zero, with the rest phased over five or ten years. Medical technology receives a more mixed pattern of phased elimination and partial reduction. These preferences matter, but only for products that satisfy the product specific origin rule.
#trade #market #technology #move
5 hours ago
Yes -- by the numbers, Wall Street is treating Advanced Micro Devices (NASDAQ: AMD) as close to fully valued going into next week's report. The average price target on the stock is $570.60, about 9% above Friday's close of $521.95.
That cushion is thin for a stock this well-liked. Of the 51 ***** ysts covering AMD, 41 rate it a buy, 10 rate it a hold, and none rate it a sell. Nearly everyone recommends the stock. Almost ***** ody's math leaves room for much upside.
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 »
Additionally, published targets stretch from $320 to $1,250, so there's no shortage of disagreement about where the chipmaker is headed. But the average lands close to where the stock already trades.
The stock's valuation multiple explains the caution. At about $522, AMD trades at about 170 times earnings and about 59 times forward earnings estimates, with a market capitalization of about $851 billion. The trailing figure reflects where the profits were over the past year. The forward one ***** umes the growth keeps coming.
#NVIDIA #average #trades #times
That cushion is thin for a stock this well-liked. Of the 51 ***** ysts covering AMD, 41 rate it a buy, 10 rate it a hold, and none rate it a sell. Nearly everyone recommends the stock. Almost ***** ody's math leaves room for much upside.
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 »
Additionally, published targets stretch from $320 to $1,250, so there's no shortage of disagreement about where the chipmaker is headed. But the average lands close to where the stock already trades.
The stock's valuation multiple explains the caution. At about $522, AMD trades at about 170 times earnings and about 59 times forward earnings estimates, with a market capitalization of about $851 billion. The trailing figure reflects where the profits were over the past year. The forward one ***** umes the growth keeps coming.
#NVIDIA #average #trades #times
5 hours ago
AirJoule Technologies: A Cool Shot at a Multibagger
Unilever (NYSE:UL) reported accelerating volume-led growth in the second quarter, prompting the consumer products company to raise its full-year outlook as it expects pricing to become a larger contributor in the second half.
Underlying sales rose 4.8% in the first half, including 4.2% from volume and 0.6% from price, Chief Financial Officer Srinivas Phatak said on the company's results call. Second-quarter underlying sales growth accelerated to 5.8%, driven by 5.5% volume growth, which management described as Unilever's strongest quarterly volume performance since 2010.
→ MarketBeat Week in Review – 07/20- 07/24
McCormick & Company Falls to Value Levels Income Investors Love
#volume #second #company
Unilever (NYSE:UL) reported accelerating volume-led growth in the second quarter, prompting the consumer products company to raise its full-year outlook as it expects pricing to become a larger contributor in the second half.
Underlying sales rose 4.8% in the first half, including 4.2% from volume and 0.6% from price, Chief Financial Officer Srinivas Phatak said on the company's results call. Second-quarter underlying sales growth accelerated to 5.8%, driven by 5.5% volume growth, which management described as Unilever's strongest quarterly volume performance since 2010.
→ MarketBeat Week in Review – 07/20- 07/24
McCormick & Company Falls to Value Levels Income Investors Love
#volume #second #company
5 hours ago
By Tom Westbrook and Ankur Banerjee
SINGAPORE, July 28 (Reuters) - Chip stocks tanked across Asia on Tuesday, rattled by the threat of Chinese competition and worries about who's paying for the AI boom, while sliding oil prices did little to allay nerves about U.S. rate hikes potentially starting as soon as this week.
South Korea's KOSPI dived almost 10% to a three-month low, triggering a circuit breaker on the way down as it heads for its largest monthly fall since the Asian financial crisis in 1997. The index had more than tripled over 12 months to June, but it has shed more than a third of its value since that peak.
Shares in SK Hynix and Samsung Electronics, which are under extra pressure in a market transformed by leverage, made losses of more than 12% as their stratospheric rally unwinds in a hurry.
Japan's Nikkei slid about 4%, touching a two-year low, with the selloff following a 2.2% drop for the Philadelphia Semiconductor index on Monday.
#ankur #reuters
SINGAPORE, July 28 (Reuters) - Chip stocks tanked across Asia on Tuesday, rattled by the threat of Chinese competition and worries about who's paying for the AI boom, while sliding oil prices did little to allay nerves about U.S. rate hikes potentially starting as soon as this week.
South Korea's KOSPI dived almost 10% to a three-month low, triggering a circuit breaker on the way down as it heads for its largest monthly fall since the Asian financial crisis in 1997. The index had more than tripled over 12 months to June, but it has shed more than a third of its value since that peak.
Shares in SK Hynix and Samsung Electronics, which are under extra pressure in a market transformed by leverage, made losses of more than 12% as their stratospheric rally unwinds in a hurry.
Japan's Nikkei slid about 4%, touching a two-year low, with the selloff following a 2.2% drop for the Philadelphia Semiconductor index on Monday.
#ankur #reuters
5 hours ago
2026 has marked a significant turning point in biotech capital markets, not just a small comeback. Venture funding for biotech startups reached $9.1 billion in the first half of the year, the highest first-half total since 2022, while 13 biotech IPOs raised a combined $4.5 billion, with a median haul of nearly $302 million per offering, unusually high by recent standards, with the majority of this year's debutants still trading above their offering price. Dealmaking has also maintained its pace, with 38 acquisitions closing in the same time period, placing the industry at its fastest M&A pace in at least seven years.
Underneath that broad comeback is a more unique validation story for RNA interference in particular. The market for RNAi treatments is expected to rise from $2.9 billion in 2025 to $3.6 billion in 2026. This growth comes after RNAi spent nearly two decades as a research curiosity before receiving its first licensed medicine in 2018. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) has recently emerged as the clearest example of this transition, and the market's reaction raises the question of whether the story has been properly priced.
During Q1 2026, Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) exceeded $1 billion in quarterly product revenue for the first time in its history, with $1.036 billion in net product revenue, up 121% year-over-year and 4% sequentially over Q4 2025, on total revenue of $1.17 billion, up 96% year-over-year. AMVUTTRA alone delivered $890 million, bringing total TTR franchise revenue (AMVUTTRA plus ONPATTRO) to $910 million, up 153% from the previous year.
That growth completely flipped the company's bottom line: GAAP net income was $206 million, compared to a $15.9 million loss in the same quarter the previous year, and GAAP income from operations came in at $268.6 million, up from a prior-year loss. A company that continued to burn cash a year ago is now solidly profitable on a GAAP basis.
The growth is also not driven by a single medicine, which is important for long-term viability. The rare disease franchise, GIVLAARI and OXLUMO, added $126 million, increasing 15% year-over-year, while AMVUTTRA's worldwide rollout has reached seven markets, with payment negotiations still ongoing in the Spanish and French markets. This means that a significant portion of the revenue base is yet to be released.
#revenue #first #gaap #markets
Underneath that broad comeback is a more unique validation story for RNA interference in particular. The market for RNAi treatments is expected to rise from $2.9 billion in 2025 to $3.6 billion in 2026. This growth comes after RNAi spent nearly two decades as a research curiosity before receiving its first licensed medicine in 2018. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) has recently emerged as the clearest example of this transition, and the market's reaction raises the question of whether the story has been properly priced.
During Q1 2026, Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) exceeded $1 billion in quarterly product revenue for the first time in its history, with $1.036 billion in net product revenue, up 121% year-over-year and 4% sequentially over Q4 2025, on total revenue of $1.17 billion, up 96% year-over-year. AMVUTTRA alone delivered $890 million, bringing total TTR franchise revenue (AMVUTTRA plus ONPATTRO) to $910 million, up 153% from the previous year.
That growth completely flipped the company's bottom line: GAAP net income was $206 million, compared to a $15.9 million loss in the same quarter the previous year, and GAAP income from operations came in at $268.6 million, up from a prior-year loss. A company that continued to burn cash a year ago is now solidly profitable on a GAAP basis.
The growth is also not driven by a single medicine, which is important for long-term viability. The rare disease franchise, GIVLAARI and OXLUMO, added $126 million, increasing 15% year-over-year, while AMVUTTRA's worldwide rollout has reached seven markets, with payment negotiations still ongoing in the Spanish and French markets. This means that a significant portion of the revenue base is yet to be released.
#revenue #first #gaap #markets
5 hours ago
Liverpool's interest in Bradley Barcola has become one of the most discussed stories of the current market, and Fabrizio Romano has now offered a pointed update on where things stand. In his latest discussion, Romano urged caution on the speed of any potential move, while making clear that the situation is alive and developing.
According to Fabrizio Romano, the key message for now is patience. He said, "many questions again tonight. I understand the excitement of Liverpool fans. I will tell you more tomorrow, but what I can say tonight as an update is don't expect something something imminent."
That line is central to the current picture around Barcola, Liverpool and PSG. The noise around the situation has grown quickly, but Romano was careful to stress that the pace of events should not be misread.
Romano addressed the intensity of the reaction around the winger directly. His wording left little room for misunderstanding as he explained, "So, I know that now everyone is jumping on the story. No one was caring about the Barcola in Liverpool in April, in May, in June, in July. Now, everyone is jumping on the story, but it doesn't mean that Liverpool signed Barcola today."
That is the current state of play as described by Romano. The conversation around Bradley Barcola and Liverpool may be gathering momentum publicly, but there is no suggestion from his update that an agreement has been completed or that a breakthrough is expected immediately.
#barcola #bradley #fabrizio
According to Fabrizio Romano, the key message for now is patience. He said, "many questions again tonight. I understand the excitement of Liverpool fans. I will tell you more tomorrow, but what I can say tonight as an update is don't expect something something imminent."
That line is central to the current picture around Barcola, Liverpool and PSG. The noise around the situation has grown quickly, but Romano was careful to stress that the pace of events should not be misread.
Romano addressed the intensity of the reaction around the winger directly. His wording left little room for misunderstanding as he explained, "So, I know that now everyone is jumping on the story. No one was caring about the Barcola in Liverpool in April, in May, in June, in July. Now, everyone is jumping on the story, but it doesn't mean that Liverpool signed Barcola today."
That is the current state of play as described by Romano. The conversation around Bradley Barcola and Liverpool may be gathering momentum publicly, but there is no suggestion from his update that an agreement has been completed or that a breakthrough is expected immediately.
#barcola #bradley #fabrizio
5 hours ago
Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they've become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan's CIO panel, while Gartner predicts that more than 40% of agentic AI initiatives will be discontinued entirely by 2027 due to questionable ROI.
Salesforce Inc. (NYSE:CRM) walked into the gap between agent hype and agent reality when it placed its growth narrative on Agentforce, and by 2026, that bet has made Salesforce Inc. (NYSE:CRM) one of the worst-performing components of the Dow Jones Industrial Average, down around 31.48% year to date.
The immediate cause appears to be a credibility problem, not a demand issue. Bernstein downgraded Salesforce Inc. (NYSE:CRM) to Sector Weight from Outperform on July 9, removing its price target completely and citing poor customer feedback on Agentforce in particular. According to **** yst Jackson Ader, the released data doesn't yet indicate growing momentum, and a recent CIO survey found Salesforce Inc. (NYSE:CRM) to be "a standout for the wrong reasons."
That said, this interpretation is not uniform, and the debate on the market is serious. On July 14, Goldman Sachs reiterated its Buy rating and $242 price target, expecting organic growth to pick up in the third quarter as more details on AI monetization become available at Salesforce's Agentforce event in September. Goldman's more constructive reading is based on management's own acknowledgment of headwinds in Tableau, Commerce, and Marketing, which the firm sees as realistic rather than concerning, arguing that Salesforce Inc. (NYSE:CRM) is being open about a 12-to-24-month drag on its organic growth algorithm rather than covering it up.
Salesforce Inc. (NYSE:CRM)'s historical valuation decline looks to be the most mispriced aspect of the market story. Shares are currently trading at a compressed forward earnings multiple of only 10.83x, a substantial drop from the stock's five-year historical average of over 127x. The disparity is even more obvious when compared to prominent peers such as ServiceNow, which trades at a forward P/E of around 20.43x and requires consistent revenue growth above 18% through 2028 to maintain its valuation premium. Salesforce's current valuation of less than 11x forecast earnings is in near-total deadlock, despite the company's strong free cash flow generation and substantial enterprise data integration.
#valuation #july
Salesforce Inc. (NYSE:CRM) walked into the gap between agent hype and agent reality when it placed its growth narrative on Agentforce, and by 2026, that bet has made Salesforce Inc. (NYSE:CRM) one of the worst-performing components of the Dow Jones Industrial Average, down around 31.48% year to date.
The immediate cause appears to be a credibility problem, not a demand issue. Bernstein downgraded Salesforce Inc. (NYSE:CRM) to Sector Weight from Outperform on July 9, removing its price target completely and citing poor customer feedback on Agentforce in particular. According to **** yst Jackson Ader, the released data doesn't yet indicate growing momentum, and a recent CIO survey found Salesforce Inc. (NYSE:CRM) to be "a standout for the wrong reasons."
That said, this interpretation is not uniform, and the debate on the market is serious. On July 14, Goldman Sachs reiterated its Buy rating and $242 price target, expecting organic growth to pick up in the third quarter as more details on AI monetization become available at Salesforce's Agentforce event in September. Goldman's more constructive reading is based on management's own acknowledgment of headwinds in Tableau, Commerce, and Marketing, which the firm sees as realistic rather than concerning, arguing that Salesforce Inc. (NYSE:CRM) is being open about a 12-to-24-month drag on its organic growth algorithm rather than covering it up.
Salesforce Inc. (NYSE:CRM)'s historical valuation decline looks to be the most mispriced aspect of the market story. Shares are currently trading at a compressed forward earnings multiple of only 10.83x, a substantial drop from the stock's five-year historical average of over 127x. The disparity is even more obvious when compared to prominent peers such as ServiceNow, which trades at a forward P/E of around 20.43x and requires consistent revenue growth above 18% through 2028 to maintain its valuation premium. Salesforce's current valuation of less than 11x forecast earnings is in near-total deadlock, despite the company's strong free cash flow generation and substantial enterprise data integration.
#valuation #july
5 hours ago
Liverpool are ready to test Paris Saint-Germain's resolve over Bradley Barcola, with Nico Schira reporting that a bid worth more than €100 million is being readied for the France winger. The 22-year-old is understood to be Liverpool's leading target as the club plans for life after Mohamed Salah, although PSG are said to value Barcola closer to €150 million to €170 million.
That gap is significant, yet it does not appear to have deterred Liverpool from moving the situation forward. The key line from the update is clear, "Liverpool are now ready to submit a bid to #PSG over €100M to try to sign Bradley #barcola ," which points to fresh intent rather than background admiration. It also underlines that Barcola has moved to the front of Liverpool's thinking in the wide forward market.
Barcola is widely regarded as one of Europe's most dynamic young attackers. His pace, one v one quality and capacity to stretch defences make him a natural fit for Premier League football, and Liverpool's recruitment team will know they are dealing with a player whose ceiling remains extremely high. If Salah's long-term succession plan is being accelerated, this is the sort of profile Liverpool would be expected to pursue.
PSG's stance is equally important here. The suggestion that Paris would demand €150 million to €170 million indicates they are in no rush to sell and would only engage seriously on elite terms. That leaves Liverpool with a familiar decision, pay a premium for a priority target or ***** s whether the market offers stronger value elsewhere.
From Liverpool's side, an opening bid above €100 million would carry weight and demonstrate conviction. It would also set the tone for talks, even if it falls well short of PSG's reported expectations. Clubs often begin with a number that reflects both intent and room to negotiate, especially in a deal of this size.
#Paris #bradley #ready #target
That gap is significant, yet it does not appear to have deterred Liverpool from moving the situation forward. The key line from the update is clear, "Liverpool are now ready to submit a bid to #PSG over €100M to try to sign Bradley #barcola ," which points to fresh intent rather than background admiration. It also underlines that Barcola has moved to the front of Liverpool's thinking in the wide forward market.
Barcola is widely regarded as one of Europe's most dynamic young attackers. His pace, one v one quality and capacity to stretch defences make him a natural fit for Premier League football, and Liverpool's recruitment team will know they are dealing with a player whose ceiling remains extremely high. If Salah's long-term succession plan is being accelerated, this is the sort of profile Liverpool would be expected to pursue.
PSG's stance is equally important here. The suggestion that Paris would demand €150 million to €170 million indicates they are in no rush to sell and would only engage seriously on elite terms. That leaves Liverpool with a familiar decision, pay a premium for a priority target or ***** s whether the market offers stronger value elsewhere.
From Liverpool's side, an opening bid above €100 million would carry weight and demonstrate conviction. It would also set the tone for talks, even if it falls well short of PSG's reported expectations. Clubs often begin with a number that reflects both intent and room to negotiate, especially in a deal of this size.
#Paris #bradley #ready #target
5 hours ago
The bears may not be going anywhere on semiconductor stocks.
Quick insight: The VanEck Semiconductor ETF (SMH) — which counts Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to Yahoo Finance AlphaSpace chart ****** ysis (below).
The left shoulder took shape starting in mid-May, with the head forming in late June, and now the right shoulder has emerged. The pattern will be official if the ETF falls below the May 19 closing low of $543.
The head-and-shoulders pattern is widely considered bearish, as it suggests that buyers are gradually losing control of the market for a particular stock or ETF.
During the formation of the left shoulder and head, buyers can still push prices to new highs. But the inability to push higher on the right shoulder suggests that buyer demand is beginning to weaken.
#shoulder #pattern #Stock #suggests
Quick insight: The VanEck Semiconductor ETF (SMH) — which counts Nvidia (NVDA), Taiwan Semiconductor (TSM), and Broadcom (AVGO) as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to Yahoo Finance AlphaSpace chart ****** ysis (below).
The left shoulder took shape starting in mid-May, with the head forming in late June, and now the right shoulder has emerged. The pattern will be official if the ETF falls below the May 19 closing low of $543.
The head-and-shoulders pattern is widely considered bearish, as it suggests that buyers are gradually losing control of the market for a particular stock or ETF.
During the formation of the left shoulder and head, buyers can still push prices to new highs. But the inability to push higher on the right shoulder suggests that buyer demand is beginning to weaken.
#shoulder #pattern #Stock #suggests
5 hours ago
Liverpool's search for attacking reinforcements continues to dominate the transfer conversation, yet not every reported target has generated universal excitement. During the latest Media Matters podcast for Anfield Index, host Dave Davis was joined by Daily Mail journalist Lewis Steele, with much of the discussion centred on Liverpool's pursuit of attacking options and whether Chelsea winger Pedro Neto represents the right fit.
While Bradley Barcola remains Liverpool's priority, the conversation also examined reports linking the Reds with Chelsea's Portugal international. Steele's verdict was measured and refreshingly direct.
Dave Davis referenced reports from Steele's Daily Mail colleague Kieran Gill, noting that Liverpool and Manchester City had both been credited with interest in Chelsea forward Pedro Neto. Davis pointed out that Chelsea "wouldn't allow the winger to leave cheap", especially in a market where the values attached to players such as Bradley Barcola and Yan Diomande have continued to rise.
Steele confirmed the rumours have been circulating for some time.
"He is one of these names that keeps coming round and round."
#davis #daily #mail #barcola
While Bradley Barcola remains Liverpool's priority, the conversation also examined reports linking the Reds with Chelsea's Portugal international. Steele's verdict was measured and refreshingly direct.
Dave Davis referenced reports from Steele's Daily Mail colleague Kieran Gill, noting that Liverpool and Manchester City had both been credited with interest in Chelsea forward Pedro Neto. Davis pointed out that Chelsea "wouldn't allow the winger to leave cheap", especially in a market where the values attached to players such as Bradley Barcola and Yan Diomande have continued to rise.
Steele confirmed the rumours have been circulating for some time.
"He is one of these names that keeps coming round and round."
#davis #daily #mail #barcola
5 hours ago
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There has long been an elephant in the Federal Open Market Committee's room as it tries to accomplish its mission of promoting maximum employment and stable prices. It's just much, much bigger now, and it's hard to ignore a $2 trillion elephant.
That's roughly how much the US government is issuing in new Treasury bills and bonds each year as the country's budget deficit swells. Its massive spending problem isn't new: The US has run a deficit for more than two decades, helped along by the 2008 financial crisis and the COVID-19 pandemic. But the economy is looking relatively healthy now, with inflation down from its decades-high record in 2022, shrinking to 3.5% in June. Weekly jobless claims just dropped to their lowest level since 1969. And yet the government is still issuing increasing amounts of debt. Economists say it's unsustainable.
Reducing the federal deficit may be Congress's job, but the central bank, led by Chair Kevin Warsh, has to contend with the economic effects of Treasury borrowing as it determines whether to hike, cut or hold interest rates steady. A committee that already is split on where interest rates should head will gather this week to decide what's next as a growing chorus of experts point to the problem the federal deficit poses.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#much
There has long been an elephant in the Federal Open Market Committee's room as it tries to accomplish its mission of promoting maximum employment and stable prices. It's just much, much bigger now, and it's hard to ignore a $2 trillion elephant.
That's roughly how much the US government is issuing in new Treasury bills and bonds each year as the country's budget deficit swells. Its massive spending problem isn't new: The US has run a deficit for more than two decades, helped along by the 2008 financial crisis and the COVID-19 pandemic. But the economy is looking relatively healthy now, with inflation down from its decades-high record in 2022, shrinking to 3.5% in June. Weekly jobless claims just dropped to their lowest level since 1969. And yet the government is still issuing increasing amounts of debt. Economists say it's unsustainable.
Reducing the federal deficit may be Congress's job, but the central bank, led by Chair Kevin Warsh, has to contend with the economic effects of Treasury borrowing as it determines whether to hike, cut or hold interest rates steady. A committee that already is split on where interest rates should head will gather this week to decide what's next as a growing chorus of experts point to the problem the federal deficit poses.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#much
6 hours ago
Robbie Fowler has implored Liverpool to address one of their biggest 'problems' of recent years and ensure that there's adequate squad depth at Anfield by the end of the current transfer window.
The Reds went big in the marketplace a year ago by investing almost £450m in new signings, with much of that figure offset by player sales in a summer of massive upheaval in L4.
DOWNLOAD THE OFFICIAL EMPIRE OF THE KOP APP FOR ALL THE LATEST & BREAKING UPDATES – STRAIGHT TO YOUR PHONE! ON APPLE & GOOGLE PLAY
However, Andoni Iraola has inherited a squad shorn of several players through injuries of varying severity, although he'll gradually get his World Cup contingent back in the building over the next month.
Speaking from New York, where Liverpool play Wrexham in a pre-season friendly on Wednesday night, Fowler stressed the need for his former club to have sufficient competition for places so that every player is kept 'on their toes' and high standards are maintained on a daily basis.
#Liverpool #robbie #anfield #official
The Reds went big in the marketplace a year ago by investing almost £450m in new signings, with much of that figure offset by player sales in a summer of massive upheaval in L4.
DOWNLOAD THE OFFICIAL EMPIRE OF THE KOP APP FOR ALL THE LATEST & BREAKING UPDATES – STRAIGHT TO YOUR PHONE! ON APPLE & GOOGLE PLAY
However, Andoni Iraola has inherited a squad shorn of several players through injuries of varying severity, although he'll gradually get his World Cup contingent back in the building over the next month.
Speaking from New York, where Liverpool play Wrexham in a pre-season friendly on Wednesday night, Fowler stressed the need for his former club to have sufficient competition for places so that every player is kept 'on their toes' and high standards are maintained on a daily basis.
#Liverpool #robbie #anfield #official
6 hours ago
The Vanguard FTSE Emerging Markets ETF (NYSEMKT:VWO) offers low-cost, targeted exposure to developing economies, whereas the State Street SPDR Portfolio MSCI Global Stock Market ETF (NYSEMKT:SPGM) serves as a diversified, global core equity holding.
Investors seeking international diversification often choose between targeted emerging-market funds and broad global equity trackers. While VWO targets growth in nations like China and Taiwan, SPGM offers a comprehensive solution for stocks across the globe, including the United States, established international markets, and emerging markets.
Metric
VWO
SPGM
#emerging #targeted #international
Investors seeking international diversification often choose between targeted emerging-market funds and broad global equity trackers. While VWO targets growth in nations like China and Taiwan, SPGM offers a comprehensive solution for stocks across the globe, including the United States, established international markets, and emerging markets.
Metric
VWO
SPGM
#emerging #targeted #international
6 hours ago
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Oh, the spoils of war.
The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington's appetite for military spending is clear, and the US isn't alone. The EU, **** an and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. Capturing them, however, takes more than pure defense-category investing: It requires knowing where the money actually flows.
"The defense ecosystem is actually much larger than most investors think," said Chris Grisanti, chief market strategist at MAI Capital Management. "It can include industrial companies like autos — GM has a big defense business — and of course technology and communications companies."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#defense #sign #upside #House
Oh, the spoils of war.
The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington's appetite for military spending is clear, and the US isn't alone. The EU, **** an and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. Capturing them, however, takes more than pure defense-category investing: It requires knowing where the money actually flows.
"The defense ecosystem is actually much larger than most investors think," said Chris Grisanti, chief market strategist at MAI Capital Management. "It can include industrial companies like autos — GM has a big defense business — and of course technology and communications companies."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#defense #sign #upside #House
6 hours ago
Gerard Pique has never been afraid to speak his mind and, even after retirement, his commitment and loyalty to Barcelona simply do not fade.
The legendary Spanish defender believes Barcelona head into the new season as Spain's strongest team, insisting Hansi Flick's side still hold the edge over Real Madrid despite their rivals' activity in the transfer market.
Speaking to the media (h/t SPORT) during the Kings League Club World Cup in Milan, the former Barcelona defender backed his old club to begin the campaign as La Liga favourites.
Pique pointed to continuity and recent success as the biggest reasons behind his confidence and did not hesitate when asked to compare the two Spanish giants.
"I think Barça, today and at the start of La Liga, are still superior," he said.
#Barcelona #gerard
The legendary Spanish defender believes Barcelona head into the new season as Spain's strongest team, insisting Hansi Flick's side still hold the edge over Real Madrid despite their rivals' activity in the transfer market.
Speaking to the media (h/t SPORT) during the Kings League Club World Cup in Milan, the former Barcelona defender backed his old club to begin the campaign as La Liga favourites.
Pique pointed to continuity and recent success as the biggest reasons behind his confidence and did not hesitate when asked to compare the two Spanish giants.
"I think Barça, today and at the start of La Liga, are still superior," he said.
#Barcelona #gerard
6 hours ago
Real Madrid are a couple of signings away from building a squad that Jose Mourinho will be content with taking into the new season, which gets underway in a few weeks' time. The hope is that Yan Diomande will be done in the next 48 hours, after which the club can turn their full attention to the pursuit of Manchester City and Spain midfielder Rodri.
Real Madrid had originally ruled out signing Rodri this summer, but after being priced out of a move for Enzo Fernandez, they have decided to go after the 2026 World Cup Golden Ball winner. An agreement on personal terms is already in place, with the 30-year-old very keen on a return to the Spanish capital, where he was previously with Atletico Madrid.
There is no doubt that Real Madrid are favourites to sign Rodri, who is looking more and more likely to leave Man City this summer. His unwillingness to extend his stay beyond 2027 – when his current contract expires – has alerted several clubs' attention, and while Paris Saint-Germain has been one of them, it's now been reported by Le Parisien (via Diario AS) that the reigning back-to-back European champions have ended their interest.
PSG had recognised that Rodri would be a market opportunity, but ultimately, they have decided that midfield is an area that they do not need to address this summer. That leaves Real Madrid with a free run at the world champion, although there is no guarantee that an agreement with Man City is reached in the coming weeks.
The latest is that Real Madrid are ready to pay up to €60m to sign Rodri this summer, but Man City's current stance is that any offers below €80m will not be considered. Bernabeu officials must now hope that the Premier League giants relax their stance in the coming weeks, otherwise they may need to wait until 2027 to secure his services.
#real #summer #attention #decided
Real Madrid had originally ruled out signing Rodri this summer, but after being priced out of a move for Enzo Fernandez, they have decided to go after the 2026 World Cup Golden Ball winner. An agreement on personal terms is already in place, with the 30-year-old very keen on a return to the Spanish capital, where he was previously with Atletico Madrid.
There is no doubt that Real Madrid are favourites to sign Rodri, who is looking more and more likely to leave Man City this summer. His unwillingness to extend his stay beyond 2027 – when his current contract expires – has alerted several clubs' attention, and while Paris Saint-Germain has been one of them, it's now been reported by Le Parisien (via Diario AS) that the reigning back-to-back European champions have ended their interest.
PSG had recognised that Rodri would be a market opportunity, but ultimately, they have decided that midfield is an area that they do not need to address this summer. That leaves Real Madrid with a free run at the world champion, although there is no guarantee that an agreement with Man City is reached in the coming weeks.
The latest is that Real Madrid are ready to pay up to €60m to sign Rodri this summer, but Man City's current stance is that any offers below €80m will not be considered. Bernabeu officials must now hope that the Premier League giants relax their stance in the coming weeks, otherwise they may need to wait until 2027 to secure his services.
#real #summer #attention #decided
6 hours ago
The financial landscape of football continues to evolve, with transfer fees, wages, and agent commissions reaching unprecedented levels. Bayern Munich board member for sport Max Eberl recently shared his thoughts on the growing costs of the modern game and the increasingly influential role agents play in shaping the transfer market.
"The sums of money involved today are, of course, sometimes very high, and one could certainly say that the role of agents has perhaps become too large. I've already been part of commissions that tried to give the whole business a certain form, a framework, but in a free market economy, that's not so easy to implement. It's a very complex topic, we all know that," Eberl told Sport1's Stefan ****** berger (as captured by iMiaSanMia). "You have to weigh things up carefully and then say "no" when the demands are disproportionate. Of course, there are also many good agents you can work with, but also some who are somewhat more radical and ruthless. But as I said: as a club, you can always decide for yourself whether you want to do things or not."
Eberl's comments reflect one of the biggest challenges facing elite clubs today. Building a top squad is no longer just about identifying talented players. Clubs must also navigate complicated negotiations involving salaries, signing bonuses, agent commissions, and a growing list of financial considerations that can dramatically alter the cost of a transfer.
What stands out most is Eberl's emphasis on discipline. Rather than criticizing agents as a whole, he acknowledged that many are valuable partners while recognizing that others push negotiations to extremes. His point is that clubs ultimately retain the power to walk away if a deal no longer makes financial or sporting sense.
That philosophy has become increasingly important as the market continues to inflate. Bayern Munich has built its reputation on competing with Europe's biggest spenders while remaining financially responsible, and Eberl's comments suggest that approach is not changing. The club is willing to invest when it sees value, but it also recognizes that not every transfer is worth completing at any cost.
#market #bayern
"The sums of money involved today are, of course, sometimes very high, and one could certainly say that the role of agents has perhaps become too large. I've already been part of commissions that tried to give the whole business a certain form, a framework, but in a free market economy, that's not so easy to implement. It's a very complex topic, we all know that," Eberl told Sport1's Stefan ****** berger (as captured by iMiaSanMia). "You have to weigh things up carefully and then say "no" when the demands are disproportionate. Of course, there are also many good agents you can work with, but also some who are somewhat more radical and ruthless. But as I said: as a club, you can always decide for yourself whether you want to do things or not."
Eberl's comments reflect one of the biggest challenges facing elite clubs today. Building a top squad is no longer just about identifying talented players. Clubs must also navigate complicated negotiations involving salaries, signing bonuses, agent commissions, and a growing list of financial considerations that can dramatically alter the cost of a transfer.
What stands out most is Eberl's emphasis on discipline. Rather than criticizing agents as a whole, he acknowledged that many are valuable partners while recognizing that others push negotiations to extremes. His point is that clubs ultimately retain the power to walk away if a deal no longer makes financial or sporting sense.
That philosophy has become increasingly important as the market continues to inflate. Bayern Munich has built its reputation on competing with Europe's biggest spenders while remaining financially responsible, and Eberl's comments suggest that approach is not changing. The club is willing to invest when it sees value, but it also recognizes that not every transfer is worth completing at any cost.
#market #bayern
6 hours ago
Currently, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is trailing Apple (NASDAQ: AAPL) in the race to join Nvidia (NASDAQ: NVDA) in the $5 trillion market-cap club. Apple is just over $200 billion in market cap away from joining, while Alphabet is about $1 trillion away following its sell-off.
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
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 »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.
#NASDAQ #company #signal #trillion
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
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 »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.
#NASDAQ #company #signal #trillion